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CIK: 0001809236
Total reported value
$178.5M
$178.5M
121 檔
19.0%
In Q1 2025, Salvus Wealth Management, LLC's U.S. equity holdings reached a combined market value of $178.5M, distributed across 121 disclosed stock positions.
In Q1 2025, Salvus Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.97% | -0.14% | +0.27% | |
| 2 | PGR | Progressive CORP | Stock-Financials | 4.45% | -0.01% | -1.68% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.71% | +0.42% | -3.18% | |
| 4 | SCHW | Schwab (charles) CORP | Stock-Financials | 3.67% | -0.43% | +0.49% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.43% | +0.21% | -7.90% | |
| 6 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 2.89% | -0.06% | -0.02% | |
| 7 | AXP | American Express Co | Stock-Financials | 2.80% | +0.08% | -19.77% | |
| 8 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.78% | -0.02% | +0.95% | |
| 9 | FISV | Fiserv Inc | Stock-Other | 2.56% | — | +18.94% | |
| 10 | ADI | Analog Devices Inc | Stock-Tech | 2.51% | -1.59% | +1.77% | |
| 11 | FND | Floor & Decor Holdings Inc-a | Stock-Consumer Disc | 2.42% | +0.13% | +41.73% | |
| 12 | THO | Thor Industries Inc | Stock-Consumer Disc | 2.33% | -0.33% | +16.21% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.16% | -0.13% | +0.30% | |
| 14 | ABG | Asbury Automotive Group | Stock-Consumer Disc | 1.90% | -0.07% | +1.51% | |
| 15 | AON | Aon plc | Stock-Financials | 1.72% | -0.34% | +20.25% | |
| 16 | AWI | Armstrong World Industries | Stock-Industrials | 1.57% | +0.26% | -1.67% | |
| 17 | ASTS | Ast Spacemobile Inc | Stock-Tech | 1.55% | -0.20% | +0.17% | |
| 18 | NVR | Nvr Inc | Stock-Consumer Disc | 1.54% | -0.06% | +0.60% | |
| 19 | BN | Brookfield CORP | Stock-Financials | 1.38% | -0.12% | +0.19% | |
| 20 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 1.37% | -0.01% | — | |
| 21 | MKL | Markel Group Inc | Stock-Financials | 1.33% | -0.15% | +0.18% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | +0.13% | +1.45% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.31% | +0.35% | +3.32% | |
| 24 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.28% | -0.13% | +0.14% | |
| 25 | ANET | Arista Networks Inc | Stock-Tech | 1.24% | +0.37% | — | |
| 26 | IBP | Installed Building Products | Stock-Consumer Disc | 1.20% | -1.22% | — | |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.14% | +0.04% | +57.13% | |
| 28 | CCOI | Cogent Communications Holdin | Stock-Other | 1.10% | -0.15% | +0.22% | |
| 29 | AMT | American Tower CORP | Stock-Real Estate | 1.06% | -0.08% | +3.30% | |
| 30 | MC | Moelis & Co - Class A | Stock-Financials | 1.02% | +0.06% | -24.10% | |
| 31 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.99% | -1.60% | +4.94% | |
| 32 | BLK | Blackrock Inc | Stock-Financials | 0.98% | -0.07% | — | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.98% | +0.22% | +12.87% | |
| 34 | PM | Philip Morris International | Stock-Consumer Staples | 0.88% | -0.05% | +1.22% | |
| 35 | WSC | Willscot Holdings CORP | Stock-Industrials | 0.85% | — | +2.40% | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.82% | +1.47% | +0.21% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | -0.02% | +17.35% | |
| 38 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.73% | — | +15.68% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.72% | -0.01% | +1.60% | |
| 40 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.72% | +0.06% | +1.39% | |
| 41 | PAYX | Paychex Inc | Stock-Tech | 0.71% | +0.03% | +1.63% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.70% | +0.18% | -17.35% | |
| 43 | KMX | Carmax Inc | Stock-Consumer Disc | 0.69% | +0.04% | +0.44% | |
| 44 | L | Loews CORP | Stock-Financials | 0.68% | +0.01% | +1.41% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.26% | +1.84% | |
| 46 | UL | Unilever PLC | Stock-Consumer Staples | 0.62% | — | +3.14% | |
| 47 | TXN | Texas Instruments Inc | Stock-Tech | 0.61% | +0.09% | +9.58% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.61% | -0.05% | +0.14% | |
| 49 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.60% | -0.02% | +36.50% | |
| 50 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.59% | +0.09% | +4.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 2 | PGR | Progressive CORP | — | NEW | New buy |
| 3 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 4 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 5 | AAPL | Apple Inc | — | NEW | New buy |
| 6 | SGI | Somnigroup International Inc | — | NEW | New buy |
| 7 | AXP | American Express Co | — | NEW | New buy |
| 8 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 9 | FISV | Fiserv Inc | — | NEW | New buy |
| 10 | ADI | Analog Devices Inc | — | NEW | New buy |
| 11 | FND | Floor & Decor Holdings Inc-a | — | NEW | New buy |
| 12 | THO | Thor Industries Inc | — | NEW | New buy |
| 13 | MSFT | Microsoft CORP | — | NEW | New buy |
| 14 | ABG | Asbury Automotive Group | — | NEW | New buy |
| 15 | AON | Aon plc | — | NEW | New buy |
| 16 | AWI | Armstrong World Industries | — | NEW | New buy |
| 17 | ASTS | Ast Spacemobile Inc | — | NEW | New buy |
| 18 | NVR | Nvr Inc | — | NEW | New buy |
| 19 | BN | Brookfield CORP | — | NEW | New buy |
| 20 | EL | Estee Lauder Companies-cl A | — | NEW | New buy |
| 21 | MKL | Markel Group Inc | — | NEW | New buy |
| 22 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 23 | NVDA | Nvidia CORP | — | NEW | New buy |
| 24 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 25 | ANET | Arista Networks Inc | — | NEW | New buy |
| 26 | IBP | Installed Building Products | — | NEW | New buy |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | New buy |
| 28 | CCOI | Cogent Communications Holdin | — | NEW | New buy |
| 29 | AMT | American Tower CORP | — | NEW | New buy |
| 30 | MC | Moelis & Co - Class A | — | NEW | New buy |
| 31 | GBIL | Goldman Sachs Access Treasur | — | NEW | New buy |
| 32 | BLK | Blackrock Inc | — | NEW | New buy |
| 33 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 34 | PM | Philip Morris International | — | NEW | New buy |
| 35 | WSC | Willscot Holdings CORP | — | NEW | New buy |
| 36 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 37 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 38 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 39 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 40 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 41 | PAYX | Paychex Inc | — | NEW | New buy |
| 42 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 43 | KMX | Carmax Inc | — | NEW | New buy |
| 44 | L | Loews CORP | — | NEW | New buy |
| 45 | CVX | Chevron CORP | — | NEW | New buy |
| 46 | UL | Unilever PLC | — | NEW | New buy |
| 47 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 48 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 49 | SBUX | Starbucks CORP | — | NEW | New buy |
| 50 | CINF | Cincinnati Financial CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Salvus Wealth Management, LLC reported a total U.S. public equity portfolio value of $178.5M across 121 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, PGR, GOOG) accounted for 19.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-B
市值: $9.5M
During Q1 2025, Salvus Wealth Management, LLC's top holdings by market value included BRK-B (6.0%)、PGR (4.5%)、GOOG (3.7%). The largest single position, BRK-B, represented 6.0% of total portfolio value.
In Q1 2025, Salvus Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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