Salus Financial Advisors, LLC Top Holdings and 13F Report (2025) About Salus Financial Advisors, LLCInvestment ActivitySalus Financial Advisors, LLC has $132.23 million in total holdings as of March 31, 2025.Salus Financial Advisors, LLC owns shares of 34 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 31.14% of the portfolio was purchased this quarter.About 26.42% of the portfolio was sold this quarter.This quarter, Salus Financial Advisors, LLC has purchased 33 new stocks and bought additional shares in 11 stocks.Salus Financial Advisors, LLC sold shares of 18 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $34,343,260iShares Core S&P U.S. Value ETF $16,907,375FIDELITY COVINGTON TRUST $16,105,285Fidelity Total Bond ETF $12,462,725Fidelity Blue Chip Growth ETF $7,004,543 Largest New Holdings this Quarter 316092352 - Fidelity Blue Chip Growth ETF $7,004,543 Holding46432F842 - iShares Core MSCI EAFE ETF $1,709,463 Holding75574U101 - Ready Capital $86,958 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 43,041 shares (about $24.18M)Fidelity Blue Chip Growth ETF 175,245 shares (about $7.00M)iShares Core S&P U.S. Value ETF 52,057 shares (about $4.80M)iShares Core MSCI EAFE ETF 22,597 shares (about $1.71M)Fidelity Emerging Markets Multifactor ETF 41,700 shares (about $1.07M) Largest Sales this Quarter FIDELITY COVINGTON TRUST 842,275 shares (about $26.27M)FIDELITY COVINGTON TRUST 184,994 shares (about $5.83M)BITWISE BITCOIN ETF TR 8,275 shares (about $371.38K)iShares MSCI EAFE ETF 4,531 shares (about $370.32K)iShares MSCI EAFE Value ETF 5,165 shares (about $304.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSalus Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$34,343,260$24,184,690 ▲238.1%61,12026.0%ETFIUSViShares Core S&P U.S. Value ETF$16,907,375$4,804,350 ▲39.7%183,19812.8%ManufacturingFIDELITY COVINGTON TRUST$16,105,285$848,577 ▲5.6%541,17212.2%ENHANCED INTLFBNDFidelity Total Bond ETF$12,462,725$189,493 ▼-1.5%273,0069.4%ETFFBCGFidelity Blue Chip Growth ETF$7,004,543$7,004,543 ▲New Holding175,2455.3%ETFFDEMFidelity Emerging Markets Multifactor ETF$6,912,595$1,065,434 ▲18.2%270,5525.2%ETFFIDELITY COVINGTON TRUST$5,165,183$763,678 ▲17.4%175,2103.9%ENHANCED SMALLIJSiShares S&P Small-Cap 600 Value ETF$3,396,891$175,172 ▲5.4%34,8472.6%ETFEFViShares MSCI EAFE Value ETF$2,850,796$304,424 ▼-9.6%48,3682.2%ETFFLTBFidelity Limited Term Bond ETF$2,789,181$273,694 ▲10.9%55,6832.1%ETFEFAiShares MSCI EAFE ETF$2,703,493$370,322 ▼-12.0%33,0782.0%FinanceGLDMSPDR Gold MiniShares Trust$2,513,229$191,921 ▼-7.1%40,6081.9%FinanceFCORFidelity Corporate Bond ETF$2,116,055$199,297 ▲10.4%45,0611.6%ETFGLDSPDR Gold Shares$1,989,329$45,815 ▼-2.3%6,9041.5%FinanceIEFAiShares Core MSCI EAFE ETF$1,709,463$1,709,463 ▲New Holding22,5971.3%ETFIWMiShares Russell 2000 ETF$1,674,261$227,211 ▼-11.9%8,3931.3%FinanceVTVVanguard Value ETF$1,583,635$24,701 ▲1.6%9,1681.2%ETFBITWISE BITCOIN ETF TR$1,520,983$371,382 ▼-19.6%33,8901.2%SHS BEN INTFIDELITY COVINGTON TRUST$1,433,292$26,270,314 ▼-94.8%45,9541.1%ENHANCED LARGEEEMiShares MSCI Emerging Markets ETF$1,346,941$189,967 ▼-12.4%30,8221.0%FinanceCDCVictoryShares US EQ Income Enhanced Volatility Wtd ETF$1,192,818$97,594 ▼-7.6%18,1500.9%ManufacturingBITQBitwise Crypto Industry Innovators ETF$1,090,299$238,892 ▼-18.0%89,8100.8%ETFVUGVanguard Growth ETF$444,984$23,732 ▲5.6%1,2000.3%ETFIVEiShares S&P 500 Value ETF$374,490$42,881 ▼-10.3%1,9650.3%ETFIVWiShares S&P 500 Growth ETF$319,428$40,381 ▼-11.2%3,4410.2%ETFESGVVanguard ESG US Stock ETF$310,0120.0%3,1650.2%ETFVHTVanguard Health Care ETF$298,086$26,473 ▼-8.2%1,1260.2%ETFAAPLApple$290,940$10,882 ▲3.9%1,3100.2%Computer and TechnologyVBRVanguard Small-Cap Value ETF$289,867$1,490 ▼-0.5%1,5560.2%ETFVXUSVanguard Total International Stock ETF$267,0300.0%4,3000.2%ETFFIDELITY COVINGTON TRUST$259,131$5,827,581 ▼-95.7%8,2260.2%ENHANCED LARGEAOAiShares Core 80/20 Aggressive Allocation ETF$246,315$16,370 ▼-6.2%3,2200.2%ETFAORiShares Core 60/40 Balanced Allocation ETF$226,471$26,942 ▼-10.6%3,9340.2%ETFRCReady Capital$86,958$86,958 ▲New Holding17,0840.1%FinanceTGTTarget$0$233,050 ▼-100.0%00.0%Retail/WholesaleIWOiShares Russell 2000 Growth ETF$0$218,455 ▼-100.0%00.0%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. 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