Revisor Wealth Management LLC Purchases in Q1 2025

Revisor Wealth Management LLC

  • $225 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
24.9K
New
$268.36 - $359.95 $6.68M - $8.96M
24.9K $6.68B
MSFT
Microsoft Corp

Technology
15.8K
+ 563.5%
$375.39 - $447.2 $5.92M - $7.05M
18.6K $6.97B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
230K
+ 73.26%
$22.46 - $23.26 $5.17M - $5.35M
544K $12.6B
MCD
Mcdonalds Corp

Consumer Cyclical
17K
+ 2072.51%
$279.74 - $321.29 $4.77M - $5.47M
17.9K $5.58B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
44.9K
+ 69.05%
$78.97 - $85.82 $3.55M - $3.85M
110K $9.12B
VCIT
Vanguard Intermediate Term Cor

ETFs
45.8K
+ 71.45%
$79.17 - $82.04 $3.63M - $3.76M
110K $8.99B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
47K
+ 91.71%
$73.11 - $77.43 $3.44M - $3.64M
98.3K $7.46B
DVYE
Ishares Emerging Markets Divid

ETFs
96.1K
+ 61.05%
$25.08 - $27.99 $2.41M - $2.69M
253K $6.92B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
65.3K
+ 89.21%
$37.07 - $40.63 $2.42M - $2.66M
139K $5.46B
CINF
Cincinnati Financial Corp

Financial Services
15.1K
+ 119.97%
$133.67 - $147.81 $2.01M - $2.23M
27.6K $4.1B
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
62.9K
New
$23.18 - $24.68 $1.46M - $1.55M
62.9K $1.53B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
7.43K
New
$203.38 - $274.79 $1.51M - $2.04M
7.43K $1.53B
NVDA
Nvidia Corp

Technology
15.6K
+ 218.32%
$106.98 - $149.43 $1.67M - $2.33M
22.7K $2.47B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
22.7K
+ 68.43%
N/A
55.9K $3.59B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.41K
+ 181.98%
$442.66 - $534.52 $1.07M - $1.29M
3.74K $1.99B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
16.1K
+ 83.62%
$73.78 - $76.59 $1.19M - $1.23M
35.3K $2.7B
TSLA
Tesla, Inc.

Consumer Cyclical
5.1K
+ 279.41%
$222.15 - $428.22 $1.13M - $2.18M
6.93K $1.8B
BIBL
Northern Lts Fd Tr Iv

ETFs
26.9K
+ 74.03%
$37.55 - $41.94 $1.01M - $1.13M
63.2K $2.44B
Fidelity Wise Origin Bitcoin
14.1K
New
N/A
14.1K $1.02B
SCHP
Schwab Strategic Us Tips ETF

ETFs
36.3K
+ 109.73%
$25.69 - $26.89 $934K - $977K
69.5K $1.87B
AXP
American Express CO

Financial Services
3.42K
New
$255.39 - $325.87 $872K - $1.11M
3.42K $919M
SHW
Sherwin Williams CO

Basic Materials
2.54K
+ 329.96%
$330.16 - $365.55 $840K - $930K
3.32K $1.16B
Flaherty & Crumrine Dynamic
42.3K
+ 173.99%
N/A
66.7K $1.35B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
36.5K
+ 74.87%
$23.32 - $23.84 $851K - $869K
85.2K $2B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.5K
+ 299.2%
$551.42 - $612.93 $828K - $921K
2K $1.12B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
14.9K
New
$51.26 - $52.53 $762K - $781K
14.9K $767M
WMT
Walmart Inc.

Consumer Defensive
8.92K
+ 107.7%
$84.5 - $105.05 $754K - $937K
17.2K $1.51B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.87K
+ 26.63%
$91.45 - $91.75 $720K - $722K
37.4K $3.43B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
14.4K
+ 70.78%
$49.42 - $50.43 $713K - $728K
34.8K $1.74B
PG
Procter & Gamble CO

Consumer Defensive
4.13K
+ 192.76%
$158.56 - $176.26 $654K - $727K
6.27K $1.07B
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
30.3K
New
$22.83 - $23.75 $692K - $719K
30.3K $698M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
13.6K
+ 314.83%
$50.87 - $51.09 $690K - $693K
17.9K $913M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
25.7K
+ 265.5%
$26.63 - $26.75 $684K - $687K
35.4K $946M
MOS
Mosaic CO

Basic Materials
24.7K
New
$23.08 - $28.8 $570K - $711K
24.7K $667M
FTCS
First Trust Capital Strength E

ETFs
7.04K
New
$86.39 - $91.35 $608K - $643K
7.04K $631M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
24.9K
New
$25.12 - $26.05 $626K - $650K
24.9K $629M
IBM
International Business Machines Corp

Technology
2.39K
+ 176.12%
$217.4 - $264.74 $520K - $633K
3.75K $931M
SCHX
Schwab Strategic Tr Us Large C

ETFs
27.7K
New
$21.75 - $24.28 $603K - $673K
27.7K $612M
JPM
Jpmorgan Chase & CO

Financial Services
2.47K
New
$225.19 - $279.95 $556K - $691K
2.47K $605M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
18.5K
+ 254.96%
$32.42 - $36.13 $598K - $667K
25.7K $848M
UNH
Unitedhealth Group Inc

Healthcare
1.14K
New
$461.52 - $548.18 $525K - $623K
1.14K $595M
FMB
First Tr Exchange Traded Fd Ii

ETFs
11.8K
New
$50.17 - $51.45 $591K - $606K
11.8K $594M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
10.3K
+ 21.11%
$50.82 - $52.7 $525K - $545K
59.3K $3.12B
PGR
Progressive Corp

Financial Services
2.04K
New
$235.61 - $291.22 $481K - $594K
2.04K $577M
XOM
Exxon Mobil Corp

Energy
4.47K
+ 143.5%
$105.44 - $118.93 $472K - $532K
7.59K $903M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.54K
New
$360.07 - $417.26 $555K - $643K
1.54K $556M
KO
Coca Cola CO

Consumer Defensive
7.17K
+ 169.59%
$60.81 - $72.32 $436K - $518K
11.4K $820M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.94K
New
$182.82 - $196.21 $537K - $576K
2.94K $553M
SCHG
Schwab Strategic Tr Us Large C

ETFs
29K
+ 49.3%
$24.91 - $29.02 $722K - $841K
87.8K $2.2B
Activity Summary
Buys All Purchases 212 New Holdings 103 Increased Positions 109 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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