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The Analysis of Salus Financial Advisors, LLC's Holdings & P&L

Currently, Salus Financial Advisors, LLC holds 34 types of securities in its portfolio with a total value $171.5M. In the most recent quarter, they have increased their positions in IEFA (+22.6K shares, valued at $2.0M), IUSV (+18.3K shares, valued at $1.9M), BITB (+35.4K shares, valued at $1.3M); decreased their positions in FDEM (-26.5K shares, valued at $836.9K), FESM (-4.5K shares, valued at $172.3K), VTV (-287 shares, valued at $56.3K); initiated new positions in VTI (+2.0K shares, valued at $639.7K).

1M P&L

+6.0M+3.42%

3M P&L

+4.6M+2.59%

HY P&L

+15.1M+9.05%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A167.7M

99.5%

2Consumer Electronics304.3K

0.2%

3Discount Stores248.9K

0.1%

Top Industries by Stock Count

1N/A29 stocks

90.6%

2Consumer Electronics1 stocks

3.1%

3Drug Manufacturers - General1 stocks

3.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR66.0K shares1.19%2026-03-312026-04-23

IEFA ISHARES TR265.7K shares9.31%2026-03-312026-04-23

IUSV ISHARES TR225.3K shares8.83%2026-03-312026-04-23

FBND FIDELITY MERRIMACK STR TR313.9K shares5.34%2026-03-312026-04-23

FBCG FIDELITY COVINGTON TRUST206.8K shares11.92%2026-03-312026-04-23

FDEM FIDELITY COVINGTON TRUST257.0K shares-9.35%2026-03-312026-04-23

FESM FIDELITY COVINGTON TRUST198.3K shares-2.23%2026-03-312026-04-23

FCOR FIDELITY MERRIMACK STR TR157.7K shares8.18%2026-03-312026-04-23

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IJS ISHARES TR38.3K shares-0.88%2026-03-312026-04-23

FLTB FIDELITY MERRIMACK STR TR73.5K shares11.13%2026-03-312026-04-23

EFV ISHARES TR45.9K shares-1.23%2026-03-312026-04-23

EFA ISHARES TR32.5K shares0.62%2026-03-312026-04-23

BITB BITWISE BITCOIN ETF TR79.3K shares80.69%2026-03-312026-04-23

BITWISE FUNDS TRUST BITWISE FUNDS TRUST144.0K shares5.56%2026-03-312026-04-23

IWM ISHARES TR8.2K shares0.05%2026-03-312026-04-23

VTV VANGUARD INDEX FDS9.3K shares-2.99%2026-03-312026-04-23

Sponsored

EEM ISHARES TR29.7K shares0.42%2026-03-312026-04-23

CDC VICTORY PORTFOLIOS II17.3K shares0.00%2026-03-312026-04-23

FELC FIDELITY COVINGTON TRUST23.0K shares0.80%2026-03-312026-04-23

FENI FIDELITY COVINGTON TRUST17.3K shares0.08%2026-03-312026-04-23

VTI VANGUARD INDEX FDS2.0K sharesnew addition2026-03-312026-04-23

VUG VANGUARD INDEX FDS1.1K shares-7.75%2026-03-312026-04-23

VXUS VANGUARD STAR FDS6.2K shares0.00%2026-03-312026-04-23

IVE ISHARES TR2.0K shares0.00%2026-03-312026-04-23

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IVW ISHARES TR3.4K shares0.00%2026-03-312026-04-23

VBR VANGUARD INDEX FDS1.5K shares-5.66%2026-03-312026-04-23

VHT VANGUARD WORLD FD1.1K shares0.00%2026-03-312026-04-23

AAPL APPLE INC1.2K shares-4.39%2026-03-312026-04-23

ESGV VANGUARD WORLD FD2.5K shares-14.57%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS468 shares1.74%2026-03-312026-04-23

TGT TARGET CORP2.1K shares0.00%2026-03-312026-04-23

IWO ISHARES TR785 shares-2.36%2026-03-312026-04-23

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AOA ISHARES TR2.6K shares-2.37%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON904 shares-6.80%2026-03-312026-04-23

IVV

ISHARES TR

1.19%

Shares66.0K

Event2026-03-31

Filed2026-04-23

IEFA

ISHARES TR

9.31%

Shares265.7K

Event2026-03-31

Filed2026-04-23

IUSV

ISHARES TR

8.83%

Shares225.3K

Event2026-03-31

Filed2026-04-23

FBND

FIDELITY MERRIMACK STR TR

5.34%

Shares313.9K

Event2026-03-31

Filed2026-04-23

FBCG

FIDELITY COVINGTON TRUST

11.92%

Shares206.8K

Event2026-03-31

Filed2026-04-23

FDEM

FIDELITY COVINGTON TRUST

-9.35%

Shares257.0K

Event2026-03-31

Filed2026-04-23

FESM

FIDELITY COVINGTON TRUST

-2.23%

Shares198.3K

Event2026-03-31

Filed2026-04-23

FCOR

FIDELITY MERRIMACK STR TR

8.18%

Shares157.7K

Event2026-03-31

Filed2026-04-23

IJS

ISHARES TR

-0.88%

Shares38.3K

Event2026-03-31

Filed2026-04-23

FLTB

FIDELITY MERRIMACK STR TR

11.13%

Shares73.5K

Event2026-03-31

Filed2026-04-23

EFV

ISHARES TR

-1.23%

Shares45.9K

Event2026-03-31

Filed2026-04-23

EFA

ISHARES TR

0.62%

Shares32.5K

Event2026-03-31

Filed2026-04-23

BITB

BITWISE BITCOIN ETF TR

80.69%

Shares79.3K

Event2026-03-31

Filed2026-04-23

BITWISE FUNDS TRUST

5.56%

Shares144.0K

Event2026-03-31

Filed2026-04-23

IWM

ISHARES TR

0.05%

Shares8.2K

Event2026-03-31

Filed2026-04-23

VTV

VANGUARD INDEX FDS

-2.99%

Shares9.3K

Event2026-03-31

Filed2026-04-23

EEM

ISHARES TR

0.42%

Shares29.7K

Event2026-03-31

Filed2026-04-23

CDC

VICTORY PORTFOLIOS II

0.00%

Shares17.3K

Event2026-03-31

Filed2026-04-23

FELC

FIDELITY COVINGTON TRUST

0.80%

Shares23.0K

Event2026-03-31

Filed2026-04-23

FENI

FIDELITY COVINGTON TRUST

0.08%

Shares17.3K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

New

Shares2.0K

Event2026-03-31

Filed2026-04-23

VUG

VANGUARD INDEX FDS

-7.75%

Shares1.1K

Event2026-03-31

Filed2026-04-23

VXUS

VANGUARD STAR FDS

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-23

IVE

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-23

IVW

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-23

VBR

VANGUARD INDEX FDS

-5.66%

Shares1.5K

Event2026-03-31

Filed2026-04-23

VHT

VANGUARD WORLD FD

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-4.39%

Shares1.2K

Event2026-03-31

Filed2026-04-23

ESGV

VANGUARD WORLD FD

-14.57%

Shares2.5K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

1.74%

Shares468

Event2026-03-31

Filed2026-04-23

TGT

TARGET CORP

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-23

IWO

ISHARES TR

-2.36%

Shares785

Event2026-03-31

Filed2026-04-23

AOA

ISHARES TR

-2.37%

Shares2.6K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

-6.80%

Shares904

Event2026-03-31

Filed2026-04-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available