Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SALVUS WEALTH MANAGEMENT LLC | 04-12-2024 | 03-31-2024 | 106 | 146,426,861 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1 | $7,614,356 | 18,107 | 0.01 | 0.00 | -76 | -0.42 | 03-31-2024 |
| ALPHABET INC | CAP STK CL C | 2 | $6,592,049 | 43,295 | 0.00 | 0.01 | -11,183 | -20.53 | 03-31-2024 |
| PROGRESSIVE CORP | COM | 3 | $6,348,960 | 30,698 | 0.00 | 0.00 | -273 | -0.88 | 03-31-2024 |
| SCHWAB CHARLES CORP | COM | 4 | $5,456,896 | 75,434 | 0.00 | 0.00 | -439 | -0.58 | 03-31-2024 |
