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SALUS FINANCIAL ADVISORS, LLC
SALUS FINANCIAL ADVISORS, LLC
Latest filing: 2026-06-30
SALUS FINANCIAL ADVISORS, LLC runs SALUS FINANCIAL ADVISORS, LLC and currently holds 39 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $202.84M. Their top holdings are IVV, IEFA, IUSV, FBND, FBCG. The top five represent 67.5% of reported portfolio weight. SALUS FINANCIAL ADVISORS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, SALUS FINANCIAL ADVISORS, LLC initiated 4 new positions. They added to 19 existing positions. They trimmed 8 positions. Their current best-performing preview position is BITQ with returns of +29.90%.
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39 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES TR | 25.44% | $583.82 | $769.30 | +31.77% | Added +4.40% |
 IEFA ISHARES TR | 14.22% | $85.26 | $100.87 | +18.30% | Added +12.40% |
 IUSV ISHARES TR | 13.21% | $95.01 | $114.87 | +20.90% | Added +8.01% |
 FBND FIDELITY MERRIMACK STR TR | 7.71% | $45.05 | $44.89 | -0.37% | Added +9.55% |
 FBCG FIDELITY COVINGTON TRUST | 6.88% | $44.02 | $61.56 | +39.83% | Added +8.61% |
 FESM FIDELITY COVINGTON TRUST | 4.77% | $32.25 | $47.94 | +48.64% | Added +0.97% |
 FDEM FIDELITY COVINGTON TRUST | 4.72% | $25.71 | $36.07 | +40.30% | Added +2.49% |
 FCOR FIDELITY MERRIMACK STR TR | 3.87% | $47.09 | $46.18 | -1.94% | Added +5.73% |
 IJS ISHARES TR | 2.66% | $108.68 | $138.43 | +27.37% | Added +3.11% |
FL FLTB FIDELITY MERRIMACK STR TR | 1.96% | $49.88 | $50.03 | +0.30% | Added +8.13% |
Showing 1-10 of 39