Revisor Wealth Management LLC Purchases in Q3 2024

Revisor Wealth Management LLC

  • $160 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
53.8K
+ 1547.97%
$74.85 - $82.2 $4.03M - $4.42M
57.3K $4.65B
VCIT
Vanguard Intermediate Term Cor

ETFs
19.3K
+ 37.46%
$79.29 - $84.02 $1.53M - $1.62M
70.7K $5.92B
DVYE
Ishares Emerging Markets Divid

ETFs
28.9K
+ 12.21%
$25.71 - $29.05 $743K - $839K
265K $7.62B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
18.4K
+ 200.0%
$49.93 - $51.15 $917K - $940K
27.6K $1.41B
IVV
Ishares Core S&P 500 ETF

ETFs
1.51K
New
$520.18 - $576.82 $785K - $870K
1.51K $870M
NVDA
Nvidia Corp

Technology
6.71K
+ 58.79%
$98.91 - $134.91 $663K - $905K
18.1K $2.2B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.56K
New
$434.77 - $502.96 $677K - $783K
1.56K $760M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
11.9K
New
$56.04 - $62.99 $666K - $749K
11.9K $727M
AMZN
Amazon Com Inc

Consumer Cyclical
4.06K
+ 52.66%
$161.02 - $200.0 $654K - $813K
11.8K $2.2B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
13.8K
+ 61.85%
$45.2 - $47.87 $624K - $661K
36.1K $1.72B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
21.3K
New
$25.38 - $26.27 $542K - $561K
21.3K $561M
VB
Vanguard Small Cap ETF

ETFs
1.96K
+ 54.37%
$214.77 - $237.72 $422K - $467K
5.58K $1.32B
V
Visa Inc.

Financial Services
1.63K
+ 62.17%
$253.74 - $291.56 $414K - $475K
4.25K $1.17B
VO
Vanguard Mid Cap ETF

ETFs
1.55K
+ 73.33%
$237.84 - $263.83 $367K - $408K
3.65K $964M
SLV
I Shares Silver Trust

ETFs
15K
New
$24.33 - $29.38 $365K - $440K
15K $426M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
17.6K
New
$23.57 - $24.19 $415K - $426K
17.6K $425M
META
Meta Platforms, Inc.

Communication Services
441
+ 18.75%
$453.41 - $572.44 $200K - $252K
2.79K $1.6B
ALB
Albemarle Corp

Basic Materials
3.02K
New
$72.85 - $100.09 $220K - $302K
3.02K $286M
HUBB
Hubbell Inc

Industrials
640
New
$355.55 - $428.48 $228K - $274K
640 $274M
NHC
National Healthcare Corp

Healthcare
2.16K
New
$109.43 - $137.13 $237K - $297K
2.16K $272M
TSLA
Tesla, Inc.

Consumer Cyclical
474
+ 21.76%
$191.76 - $263.26 $90.9K - $125K
2.65K $694M
GM
General Motors CO

Consumer Cyclical
5.79K
New
$39.95 - $49.9 $231K - $289K
5.79K $259M
RTX
Raytheon Technologies Corp

Industrials
2.1K
New
$99.55 - $123.34 $209K - $259K
2.1K $254M
USFD
Us Foods Holding Corp.

Consumer Defensive
4.04K
New
$50.06 - $62.82 $202K - $254K
4.04K $248M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
9K
New
$26.42 - $26.67 $238K - $240K
9K $240M
Ge Healthcare Technologies I
2.52K
New
N/A
2.52K $237M
JPM
Jpmorgan Chase & CO

Financial Services
1.08K
New
$194.9 - $224.8 $210K - $242K
1.08K $227M
FAST
Fastenal CO

Industrials
3.16K
New
$62.09 - $71.83 $196K - $227K
3.16K $226M
VNQ
Vanguard Specialized Funds Van

ETFs
2.3K
New
$82.97 - $98.97 $191K - $228K
2.3K $224M
GE
General Electric CO

Industrials
25
+ 0.34%
$156.66 - $189.66 $3.92K - $4.74K
7.37K $1.39B
Lithium Amers Corp New
82.1K
New
N/A
82.1K $222M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
270
+ 14.96%
$405.19 - $478.57 $109K - $129K
2.08K $955M
UNH
Unitedhealth Group Inc

Healthcare
376
New
$488.01 - $604.18 $183K - $227K
376 $220M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.29K
New
$50.25 - $50.74 $215K - $218K
4.29K $218M
PFM
Invesco Exchange Traded Fd Tr

ETFs
4.66K
New
$42.65 - $46.55 $199K - $217K
4.66K $217M
INDA
Ishares Msci India Index Fund

ETFs
3.71K
New
$54.86 - $59.22 $203K - $220K
3.71K $217M
AMP
Ameriprise Financial Inc

Financial Services
444
New
$391.53 - $469.81 $174K - $209K
444 $209M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.85K
New
$64.57 - $71.76 $184K - $205K
2.85K $205M
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.05K
+ 31.79%
$108.65 - $139.41 $114K - $147K
4.37K $608M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.16K
+ 4.22%
$23.04 - $24.06 $95.8K - $100K
103K $2.47B
MSFT
Microsoft Corp

Technology
552
+ 14.53%
$395.15 - $467.56 $218K - $258K
4.35K $1.87B
PNR
Pentair PLC

Industrials
420
+ 7.5%
$74.39 - $97.79 $31.2K - $41.1K
6.02K $589M
MSTR
Microstrategy Inc

Technology
3.08K
+ 1031.1%
$114.3 - $1800.09 $352K - $5.55M
3.38K $570M
GOOGL
Alphabet Inc.

Communication Services
1.34K
+ 31.6%
$148.65 - $191.18 $199K - $256K
5.58K $925M
JNJ
Johnson & Johnson

Healthcare
267
+ 6.03%
$145.48 - $167.38 $38.8K - $44.7K
4.69K $761M
AXP
American Express CO

Financial Services
16
+ 0.59%
$225.92 - $271.17 $3.61K - $4.34K
2.75K $745M
PGR
Progressive Corp

Financial Services
141
+ 9.17%
$209.46 - $259.24 $29.5K - $36.6K
1.68K $426M
SAIA
Saia Inc

Industrials
304
+ 41.14%
$367.6 - $509.42 $112K - $155K
1.04K $456M
ADP
Automatic Data Processing Inc

Industrials
55
+ 3.59%
$233.44 - $279.45 $12.8K - $15.4K
1.59K $440M
Activity Summary
Buys All Purchases 85 New Holdings 24 Increased Positions 61 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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