Salus Financial Advisors, LLC

Q4 2024 13F Holdings

  • Location
    colorado springs, CO
  • Num holdings

    33

  • Value ($000)

    $127,724

  • Date Filed
    02/14/2025
  • Form type
    13F-HR
  • CIK
    0002056601
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
FELC
FELC

FIDELITY COVINGTON TRUST

ENHANCED LARGE
$29.25M
23 %

888,229

FENI
FENI

FIDELITY COVINGTON TRUST

ENHANCED INTL
$14.11M
11 %

512,658

FBND
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
$12.44M
10 %

277,157

IUSV
IUSV

ISHARES TR

CORE S&P US VLU
$12.14M
10 %

131,141

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$10.64M
8 %

18,079

FELG
FELG

FIDELITY COVINGTON TRUST

ENHANCED LARGE
$6.83M
5 %

193,220

FDEM
FDEM

FIDELITY COVINGTON TRUST

EMERG MKTS MLTFT
$5.77M
5 %

228,852

FESM
FESM

FIDELITY COVINGTON TRUST

ENHANCED SMALL
$4.83M
4 %

149,305

IJS
IJS

ISHARES TR

SP SMCP600VL ETF
$3.59M
3 %

33,050

EFA
EFA

ISHARES TR

MSCI EAFE ETF
$2.84M
2 %

37,609

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