Salus Financial Advisors, LLC Top Holdings and 13F Report (2025) About Salus Financial Advisors, LLCInvestment ActivitySalus Financial Advisors, LLC has $127.72 million in total holdings as of December 31, 2024.Salus Financial Advisors, LLC owns shares of 33 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Largest Holdings FIDELITY COVINGTON TRUST $29,249,377FIDELITY COVINGTON TRUST $14,113,487Fidelity Total Bond ETF $12,436,028iShares Core S&P U.S. Value ETF $12,142,389iShares Core S&P 500 ETF $10,643,014 Sector AllocationMap of 500 Largest Holdings ofSalus Financial Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorFIDELITY COVINGTON TRUST$29,249,377888,22922.9%ENHANCED LARGEFIDELITY COVINGTON TRUST$14,113,487512,65811.0%ENHANCED INTLFBNDFidelity Total Bond ETF$12,436,028277,1579.7%ETFIUSViShares Core S&P U.S. Value ETF$12,142,389131,1419.5%ManufacturingIVViShares Core S&P 500 ETF$10,643,01418,0798.3%ETFFIDELITY COVINGTON TRUST$6,832,256193,2205.3%ENHANCED LARGEFDEMFidelity Emerging Markets Multifactor ETF$5,773,936228,8524.5%ETFFIDELITY COVINGTON TRUST$4,830,030149,3053.8%ENHANCED SMALLIJSiShares S&P Small-Cap 600 Value ETF$3,589,55933,0502.8%ETFEFAiShares MSCI EAFE ETF$2,843,64337,6092.2%FinanceEFViShares MSCI EAFE Value ETF$2,808,86553,5332.2%ETFFLTBFidelity Limited Term Bond ETF$2,492,36950,2192.0%ETFGLDMSPDR Gold MiniShares Trust$2,272,43143,7091.8%FinanceBITWISE BITCOIN ETF TR$2,144,09042,1651.7%SHS BEN INTIWMiShares Russell 2000 ETF$2,106,1259,5321.6%FinanceFCORFidelity Corporate Bond ETF$1,893,09240,8171.5%ETFBITQBitwise Crypto Industry Innovators ETF$1,849,260109,4881.4%ETFGLDSPDR Gold Shares$1,710,1737,0631.3%FinanceVTVVanguard Value ETF$1,527,8889,0251.2%ETFEEMiShares MSCI Emerging Markets ETF$1,470,78735,1691.2%FinanceCDCVictoryShares US EQ Income Enhanced Volatility Wtd ETF$1,228,75819,6351.0%ManufacturingVUGVanguard Growth ETF$466,2601,1360.4%ETFIVEiShares S&P 500 Value ETF$418,0272,1900.3%ETFIVWiShares S&P 500 Growth ETF$393,5303,8760.3%ETFESGVVanguard ESG US Stock ETF$331,9773,1650.3%ETFAAPLApple$315,7801,2610.2%Computer and TechnologyVHTVanguard Health Care ETF$311,0241,2260.2%ETFVBRVanguard Small-Cap Value ETF$309,9761,5640.2%ETFAOAiShares Core Aggressive Allocation ETF$263,0793,4340.2%ETFVXUSVanguard Total International Stock ETF$253,3994,3000.2%ETFAORiShares Core Growth Allocation ETF$252,3344,4020.2%ETFTGTTarget$233,0501,7240.2%Retail/WholesaleIWOiShares Russell 2000 Growth ETF$218,4557590.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
