Salus Financial Advisors, LLC Top Holdings and 13F Report (2025) About Salus Financial Advisors, LLCInvestment ActivitySalus Financial Advisors, LLC has $148.81 million in total holdings as of June 30, 2025.Salus Financial Advisors, LLC owns shares of 33 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 18.92% of the portfolio was purchased this quarter.About 15.23% of the portfolio was sold this quarter.This quarter, Salus Financial Advisors, LLC has purchased 34 new stocks and bought additional shares in 14 stocks.Salus Financial Advisors, LLC sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $38,559,632iShares Core S&P U.S. Value ETF $18,657,814iShares Core MSCI EAFE ETF $18,140,231Fidelity Total Bond ETF $12,825,707Fidelity Blue Chip Growth ETF $10,459,445 Largest New Holdings this Quarter 594918104 - Microsoft $229,803 Holding922908363 - Vanguard S&P 500 ETF $224,372 Holding464287648 - iShares Russell 2000 Growth ETF $216,968 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 194,703 shares (about $16.25M)Fidelity Corporate Bond ETF 90,870 shares (about $4.30M)Fidelity Blue Chip Growth ETF 41,576 shares (about $2.01M)iShares Core S&P U.S. Value ETF 13,968 shares (about $1.32M)Bitwise Crypto Industry Innovators ETF 41,495 shares (about $818.28K) Largest Sales this Quarter FIDELITY COVINGTON TRUST 519,428 shares (about $17.28M)FIDELITY COVINGTON TRUST 8,357 shares (about $288.23K)iShares MSCI Emerging Markets ETF 1,842 shares (about $88.86K)FIDELITY COVINGTON TRUST 1,454 shares (about $53.84K)iShares MSCI EAFE Value ETF 799 shares (about $50.72K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSalus Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$38,559,632$610,343 ▲1.6%62,10325.9%ETFIUSViShares Core S&P U.S. Value ETF$18,657,814$1,321,792 ▲7.6%197,16612.5%ManufacturingIEFAiShares Core MSCI EAFE ETF$18,140,231$16,253,831 ▲861.6%217,30012.2%ETFFBNDFidelity Total Bond ETF$12,825,707$335,668 ▲2.7%280,3438.6%ETFFBCGFidelity Blue Chip Growth ETF$10,459,445$2,005,626 ▲23.7%216,8217.0%ETFFDEMFidelity Emerging Markets Multifactor ETF$7,783,912$211,157 ▲2.8%278,0965.2%ETFFCORFidelity Corporate Bond ETF$6,430,882$4,299,051 ▲201.7%135,9314.3%ETFFIDELITY COVINGTON TRUST$6,278,421$673,453 ▲12.0%196,2624.2%ENHANCED SMALLIJSiShares S&P Small-Cap 600 Value ETF$3,664,680$197,784 ▲5.7%36,8352.5%ETFFLTBFidelity Limited Term Bond ETF$3,026,934$220,501 ▲7.9%60,0582.0%ETFEFViShares MSCI EAFE Value ETF$3,019,656$50,720 ▼-1.7%47,5692.0%ETFEFAiShares MSCI EAFE ETF$2,918,726$38,080 ▼-1.3%32,6522.0%FinanceBITQBitwise Crypto Industry Innovators ETF$2,589,332$818,281 ▲46.2%131,3051.7%ETFBITWISE BITCOIN ETF TR$2,312,079$326,464 ▲16.4%39,4621.6%SHS BEN INTIWMiShares Russell 2000 ETF$1,785,339$25,677 ▼-1.4%8,2741.2%FinanceVTVVanguard Value ETF$1,695,421$75,112 ▲4.6%9,5931.1%ETFEEMiShares MSCI Emerging Markets ETF$1,398,002$88,859 ▼-6.0%28,9800.9%FinanceFIDELITY COVINGTON TRUST$1,296,704$288,229 ▼-18.2%37,5970.9%ENHANCED LARGECDCVictoryShares US EQ Income Enhanced Volatility Wtd ETF$1,149,137$7,199 ▼-0.6%18,0370.8%ManufacturingFIDELITY COVINGTON TRUST$723,202$17,276,093 ▼-96.0%21,7440.5%ENHANCED INTLVUGVanguard Growth ETF$526,0800.0%1,2000.4%ETFVXUSVanguard Total International Stock ETF$429,878$132,791 ▲44.7%6,2220.3%ETFIVEiShares S&P 500 Value ETF$384,0000.0%1,9650.3%ETFIVWiShares S&P 500 Growth ETF$378,8540.0%3,4410.3%ETFESGVVanguard ESG U.S. Stock ETF$347,0110.0%3,1650.2%ETFVBRVanguard Small-Cap Value ETF$303,4360.0%1,5560.2%ETFVHTVanguard Health Care ETF$279,6310.0%1,1260.2%ETFAAPLApple$268,568$205 ▼-0.1%1,3090.2%Computer and TechnologyAOAiShares Core 80/20 Aggressive Allocation ETF$255,855$12,676 ▼-4.7%3,0680.2%ETFFIDELITY COVINGTON TRUST$250,751$53,838 ▼-17.7%6,7720.2%ENHANCED LARGEMSFTMicrosoft$229,803$229,803 ▲New Holding4620.2%Computer and TechnologyVOOVanguard S&P 500 ETF$224,372$224,372 ▲New Holding3950.2%ETFIWOiShares Russell 2000 Growth ETF$216,968$216,968 ▲New Holding7590.1%ETFGLDMSPDR Gold MiniShares Trust$0$2,513,229 ▼-100.0%00.0%FinanceGLDSPDR Gold Shares$0$1,989,329 ▼-100.0%00.0%FinanceAORiShares Core 60/40 Balanced Allocation ETF$0$226,471 ▼-100.0%00.0%ETFRCReady Capital$0$86,958 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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