The Analysis of Salus Financial Advisors, LLC's Holdings

Currently, Salus Financial Advisors, LLC holds 35 types of securities in its portfolio with a total value $166.9M. In the most recent quarter, they have increased their positions in N/A (+136.4K shares, valued at $2.7M), IVV (+1.3K shares, valued at $891.8K), IEFA (+9.3K shares, valued at $832.2K); decreased their positions in FBCG (-10.6K shares, valued at $583.8K), EFV (-1.5K shares, valued at $104.0K), EFA (-915 shares, valued at $87.9K); initiated new positions in N/A (+136.4K shares, valued at $2.7M), N/A (+699 shares, valued at $218.8K), TGT (+2.1K shares, valued at $200.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR65.2K shares2.04%2025-12-312026-01-21

IEFA ISHARES TR243.1K shares3.98%2025-12-312026-01-21

IUSV ISHARES TR207.0K shares1.94%2025-12-312026-01-21

FBND FIDELITY MERRIMACK STR TR297.9K shares-0.50%2025-12-312026-01-21

FBCG FIDELITY COVINGTON TRUST184.8K shares-5.45%2025-12-312026-01-21

FDEM FIDELITY COVINGTON TRUST283.5K shares0.49%2025-12-312026-01-21

FESM FIDELITY COVINGTON TRUST202.9K shares0.97%2025-12-312026-01-21

FCOR FIDELITY MERRIMACK STR TR145.7K shares4.87%2025-12-312026-01-21

Sponsored

IJS ISHARES TR38.7K shares2.88%2025-12-312026-01-21

FLTB FIDELITY MERRIMACK STR TR66.1K shares4.76%2025-12-312026-01-21

EFV ISHARES TR46.5K shares-3.04%2025-12-312026-01-21

EFA ISHARES TR32.3K shares-2.75%2025-12-312026-01-21

BITWISE FUNDS TRUST BITWISE FUNDS TRUST136.4K sharesnew addition2025-12-312026-01-21

BITB BITWISE BITCOIN ETF TR43.9K shares6.08%2025-12-312026-01-21

IWM ISHARES TR8.2K shares-1.81%2025-12-312026-01-21

VTV VANGUARD INDEX FDS9.6K shares0.00%2025-12-312026-01-21

Sponsored

EEM ISHARES TR29.5K shares0.81%2025-12-312026-01-21

CDC VICTORY PORTFOLIOS II17.3K shares-4.18%2025-12-312026-01-21

FELC FIDELITY COVINGTON TRUST22.8K shares-0.13%2025-12-312026-01-21

FENI FIDELITY COVINGTON TRUST17.3K shares0.10%2025-12-312026-01-21

VUG VANGUARD INDEX FDS1.2K shares0.00%2025-12-312026-01-21

VXUS VANGUARD STAR FDS6.2K shares0.00%2025-12-312026-01-21

IVW ISHARES TR3.4K shares0.00%2025-12-312026-01-21

IVE ISHARES TR2.0K shares0.00%2025-12-312026-01-21

Sponsored

ESGV VANGUARD WORLD FD2.9K shares-3.98%2025-12-312026-01-21

AAPL APPLE INC1.3K shares-3.76%2025-12-312026-01-21

VBR VANGUARD INDEX FDS1.6K shares0.00%2025-12-312026-01-21

VHT VANGUARD WORLD FD1.1K shares0.00%2025-12-312026-01-21

VANGUARD INDEX FDS VANGUARD INDEX FDS460 shares16.46%2025-12-312026-01-21

IWO ISHARES TR804 shares5.93%2025-12-312026-01-21

MSFT MICROSOFT CORP513 shares11.04%2025-12-312026-01-21

AOA ISHARES TR2.7K shares-4.01%2025-12-312026-01-21

Sponsored

ALPHABET INC ALPHABET INC699 sharesnew addition2025-12-312026-01-21

TGT TARGET CORP2.1K sharesnew addition2025-12-312026-01-21

JNJ JOHNSON & JOHNSON970 sharesnew addition2025-12-312026-01-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available