Revisor Wealth Management LLC Purchases in Q2 2025

Revisor Wealth Management LLC

  • $277 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
980
+ 5.28%
$354.56 - $497.45 $347K - $488K
19.5K $9.8B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
124K
+ 22.79%
$22.68 - $23.28 $2.81M - $2.89M
668K $15.4B
SHW
Sherwin Williams CO

Basic Materials
4.66K
+ 140.63%
$313.51 - $363.51 $1.46M - $1.69M
7.98K $2.81B
NVDA
Nvidia Corp

Technology
1.8K
+ 7.9%
$94.31 - $157.99 $169K - $284K
24.5K $4.03B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
21.2K
+ 21.58%
$72.12 - $76.23 $1.53M - $1.62M
120K $8.98B
JPM
Jpmorgan Chase & CO

Financial Services
4.63K
+ 187.64%
$210.28 - $289.91 $973K - $1.34M
7.1K $2.06B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
20.9K
+ 15.1%
$34.72 - $42.74 $727K - $895K
160K $6.85B
WFC
Wells Fargo & Company

Financial Services
16.5K
New
$60.98 - $80.12 $1M - $1.32M
16.5K $1.36B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
6.55K
+ 5.96%
$75.29 - $91.16 $493K - $597K
116K $10.4B
VCIT
Vanguard Intermediate Term Cor

ETFs
14.3K
+ 12.98%
$79.56 - $82.92 $1.14M - $1.18M
124K $10.2B
CMCSA
Comcast Corp

Communication Services
27.4K
New
$32.84 - $36.72 $899K - $1.01M
27.4K $979M
SCHP
Schwab Strategic Us Tips ETF

ETFs
37.4K
+ 53.88%
$26.18 - $26.93 $980K - $1.01M
107K $2.84B
META
Meta Platforms, Inc.

Communication Services
705
+ 26.01%
$484.66 - $738.09 $342K - $520K
3.42K $2.48B
ENB
Enbridge Inc

Energy
19.6K
New
$41.09 - $47.16 $805K - $924K
19.6K $872M
SPSB
Spdr Portfolio Short Term Corp

ETFs
27.5K
+ 21.95%
$29.82 - $30.19 $821K - $831K
153K $4.6B
SCHG
Schwab Strategic Tr Us Large C

ETFs
14.2K
+ 16.15%
$22.27 - $29.21 $316K - $414K
102K $3B
ETR
Entergy Corp

Utilities
9.47K
New
$79.01 - $86.61 $748K - $820K
9.47K $778M
MDT
Medtronic PLC

Healthcare
8.36K
+ 164.88%
$80.68 - $88.86 $675K - $743K
13.4K $1.2B
BKNG
Booking Holdings Inc.

Consumer Cyclical
129
New
$4164.15 - $5789.24 $537K - $747K
129 $738M
Blackrock Inc
630
New
N/A
630 $696M
LAMR
Lamar Advertising CO

Real Estate
5.25K
New
$102.35 - $121.67 $538K - $639K
5.25K $658M
AMZN
Amazon Com Inc

Consumer Cyclical
1.32K
+ 11.79%
$167.32 - $223.3 $221K - $295K
12.5K $2.79B
XOM
Exxon Mobil Corp

Energy
5.85K
+ 77.06%
$99.93 - $119.04 $584K - $696K
13.4K $1.54B
BDX
Becton Dickinson & CO

Healthcare
4.15K
+ 198.94%
$165.15 - $226.42 $685K - $939K
6.23K $1.11B
Gsk PLC
15.6K
New
N/A
15.6K $618M
TFC
Truist Financial Corp

Financial Services
13.5K
New
$34.79 - $42.99 $468K - $579K
13.5K $612M
ORCL
Oracle Corp

Technology
1.65K
+ 80.4%
$122.82 - $218.63 $203K - $361K
3.71K $873M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
10.8K
+ 31.03%
$50.09 - $51.09 $541K - $552K
45.6K $2.32B
Ea Series Trust
5.06K
New
N/A
5.06K $571M
AMT
American Tower Corp

Real Estate
2.52K
New
$203.96 - $228.19 $513K - $574K
2.52K $556M
SCHW
Schwab Charles Corp

Financial Services
5.75K
New
$69.06 - $91.24 $397K - $525K
5.75K $535M
VTI
Vanguard Total Stock Market Et

ETFs
1.41K
+ 53.81%
$243.75 - $303.93 $345K - $430K
4.04K $1.25B
LYG
Lloyds Banking Group PLC

Financial Services
123K
+ 1025.78%
$3.32 - $4.29 $407K - $526K
135K $560M
IVV
Ishares Core S&P 500 ETF

ETFs
715
+ 74.48%
$498.8 - $620.9 $357K - $444K
1.68K $1.05B
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.96K
New
$72.02 - $73.82 $501K - $514K
6.96K $509M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.71K
+ 110.37%
$248.61 - $294.96 $426K - $505K
3.27K $966M
SBUX
Starbucks Corp

Consumer Cyclical
5.21K
+ 226.65%
$79.69 - $99.41 $415K - $518K
7.51K $715M
OMC
Omnicom Group Inc.

Communication Services
6.62K
New
$69.22 - $79.77 $458K - $528K
6.62K $486M
DVYE
Ishares Emerging Markets Divid

ETFs
1.32K
+ 0.52%
$23.95 - $29.03 $31.5K - $38.2K
255K $7.39B
AMGN
Amgen Inc

Healthcare
1.54K
New
$262.28 - $309.85 $404K - $477K
1.54K $462M
UPS
United Parcel Service Inc

Industrials
4.4K
New
$91.92 - $110.2 $405K - $485K
4.4K $453M
PFE
Pfizer Inc

Healthcare
17K
New
$21.59 - $24.84 $368K - $423K
17K $439M
KO
Coca Cola CO

Consumer Defensive
6.57K
+ 57.72%
$68.37 - $73.9 $449K - $486K
18K $1.25B
AVGO
Broadcom Inc.

Technology
326
+ 10.65%
$146.29 - $275.65 $47.7K - $89.9K
3.39K $933M
GOOGL
Alphabet Inc.

Communication Services
1.18K
+ 13.5%
$144.7 - $178.6 $171K - $211K
9.93K $1.76B
WEC
Wec Energy Group, Inc.

Utilities
3.82K
New
$102.24 - $109.76 $391K - $420K
3.82K $404M
CAG
Conagra Brands Inc.

Consumer Defensive
20.4K
New
$20.4 - $26.78 $415K - $545K
20.4K $397M
DUK
Duke Energy Corp

Utilities
3.47K
+ 93.8%
$112.46 - $124.05 $390K - $430K
7.16K $846M
GOOG
Alphabet Inc.

Communication Services
1.73K
+ 47.36%
$146.58 - $180.01 $254K - $312K
5.39K $963M
Activity Summary
Buys All Purchases 184 New Holdings 62 Increased Positions 122 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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