The Analysis of Salus Financial Advisors, LLC's Holdings


Currently, Salus Financial Advisors, LLC holds 32 types of securities in its portfolio with a total value $162.1M. In the most recent quarter, they have increased their positions in IEFA (+16.5K shares, valued at $1.4M), IVV (+1.8K shares, valued at $1.2M), FBND (+19.1K shares, valued at $882.5K); decreased their positions in FBCG (-21.4K shares, valued at $1.1M), FELC (-14.8K shares, valued at $550.0K), FENI (-4.5K shares, valued at $157.8K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR63.9K shares2.92%2025-09-302025-11-07history
IEFA ISHARES TR233.8K shares7.58%2025-09-302025-11-07history
IUSV ISHARES TR203.1K shares2.99%2025-09-302025-11-07history
FBND FIDELITY MERRIMACK STR TR299.4K shares6.81%2025-09-302025-11-07history
FBCG FIDELITY COVINGTON TRUST195.4K shares-9.87%2025-09-302025-11-07history
FDEM FIDELITY COVINGTON TRUST282.1K shares1.44%2025-09-302025-11-07history
FESM FIDELITY COVINGTON TRUST200.9K shares2.37%2025-09-302025-11-07history
FCOR FIDELITY MERRIMACK STR TR139.0K shares2.24%2025-09-302025-11-07history
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IJS ISHARES TR37.6K shares2.08%2025-09-302025-11-07history
BITQ EXCHANGE TRADED CONCEPTS TRU134.7K shares2.60%2025-09-302025-11-07history
EFV ISHARES TR47.9K shares0.80%2025-09-302025-11-07history
FLTB FIDELITY MERRIMACK STR TR63.1K shares5.07%2025-09-302025-11-07history
EFA ISHARES TR33.2K shares1.78%2025-09-302025-11-07history
BITB BITWISE BITCOIN ETF TR41.4K shares4.81%2025-09-302025-11-07history
IWM ISHARES TR8.3K shares0.42%2025-09-302025-11-07history
VTV VANGUARD INDEX FDS9.6K shares0.00%2025-09-302025-11-07history
Sponsored
EEM ISHARES TR29.3K shares1.14%2025-09-302025-11-07history
CDC VICTORY PORTFOLIOS II18.0K shares0.00%2025-09-302025-11-07history
FELC FIDELITY COVINGTON TRUST22.8K shares-39.25%2025-09-302025-11-07history
FENI FIDELITY COVINGTON TRUST17.3K shares-20.57%2025-09-302025-11-07history
VUG VANGUARD INDEX FDS1.2K shares0.00%2025-09-302025-11-07history
VXUS VANGUARD STAR FDS6.2K shares0.00%2025-09-302025-11-07history
IVW ISHARES TR3.4K shares0.00%2025-09-302025-11-07history
IVE ISHARES TR2.0K shares0.00%2025-09-302025-11-07history
Sponsored
ESGV VANGUARD WORLD FD3.0K shares-4.04%2025-09-302025-11-07history
AAPL APPLE INC1.3K shares-0.46%2025-09-302025-11-07history
VBR VANGUARD INDEX FDS1.6K shares0.00%2025-09-302025-11-07history
VHT VANGUARD WORLD FD1.1K shares0.00%2025-09-302025-11-07history
AOA ISHARES TR2.8K shares-9.78%2025-09-302025-11-07history
IWO ISHARES TR759 shares0.00%2025-09-302025-11-07history
VOO VANGUARD INDEX FDS395 shares0.00%2025-09-302025-11-07history
MSFT MICROSOFT CORP462 shares0.00%2025-09-302025-11-07history
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Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available