Salus Financial Advisors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $128 Billion distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Covington Trust with a value of $29.2B, Fidelity Covington Trust with a value of $14.1B, Fidelity Merrimack Str Tr Tota with a value of $12.4B, Ishares Core S&P U.S. Value Et with a value of $12.1B, and Ishares Core S&P 500 ETF with a value of $10.6B.

Examining the 13F form we can see an increase of $128B in the current position value.

Salus Financial Advisors, LLC is based out at Colorado Springs, CO

Below you can find more details about Salus Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $128 Billion
ETFs: $64.2 Billion
Technology: $316 Million
Consumer Defensive: $233 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $128 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 33 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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