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
VLUE
Ishares Msci Usa Value Factor

ETFs
5.12K
New
$104.89 - $113.56 $537K - $581K
5.12K $546M
MGV
Vanguard Mega Cap Value

ETFs
4.05K
+ 37.87%
$123.61 - $133.01 $501K - $539K
14.8K $1.9B
JNJ
Johnson & Johnson

Healthcare
2.8K
+ 108.49%
$142.06 - $167.7 $397K - $469K
5.38K $892M
MGC
Vanguard Mega Cap ETF

ETFs
2.68K
+ 135.22%
$199.2 - $222.69 $533K - $596K
4.66K $937M
AVGO
Broadcom Inc.

Technology
3.06K
New
$167.43 - $244.7 $513K - $749K
3.06K $512M
SJM
J M Smucker CO

Consumer Defensive
4.3K
New
$100.41 - $118.41 $432K - $509K
4.3K $509M
GOOGL
Alphabet Inc.

Communication Services
4.27K
+ 95.09%
$154.33 - $206.19 $658K - $879K
8.75K $1.35B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.2K
+ 81.63%
$468.34 - $539.52 $564K - $650K
2.68K $1.26B
MUB
Ishares National Muni Bond ETF

ETFs
4.78K
New
$104.71 - $107.69 $501K - $515K
4.78K $504M
CSCO
Cisco Systems, Inc.

Technology
8.11K
New
$58.74 - $64.87 $477K - $526K
8.11K $501M
LOW
Lowes Companies Inc

Consumer Cyclical
2.18K
+ 180.31%
$222.66 - $268.42 $485K - $585K
3.39K $790M
HD
Home Depot, Inc.

Consumer Cyclical
1.34K
New
$347.25 - $424.87 $464K - $568K
1.34K $490M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.96K
+ 108.42%
$49.25 - $50.66 $491K - $505K
19.1K $950M
HWM
Howmet Aerospace Inc.

Industrials
3.75K
New
$110.79 - $139.39 $415K - $523K
3.75K $486M
BDX
Becton Dickinson & CO

Healthcare
2.09K
New
$222.79 - $249.08 $465K - $519K
2.09K $477M
ADP
Automatic Data Processing Inc

Industrials
1.5K
+ 134.8%
$286.85 - $318.64 $430K - $478K
2.61K $800M
Kenvue Inc
19.7K
New
N/A
19.7K $472M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.92K
New
$87.68 - $94.52 $431K - $465K
4.92K $461M
NDSN
Nordson Corp

Industrials
2.28K
New
$200.12 - $224.07 $455K - $510K
2.28K $461M
MDT
Medtronic PLC

Healthcare
5.07K
New
$79.84 - $94.5 $405K - $479K
5.07K $459M
MMM
3 M CO

Industrials
3.06K
New
$129.7 - $155.12 $397K - $475K
3.06K $449M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.71K
+ 32.47%
$42.5 - $46.71 $413K - $454K
39.6K $1.79B
VEA
Vanguard Ftse Developed Market

ETFs
8.59K
New
$47.4 - $52.99 $407K - $455K
8.59K $437M
SCHA
Schwab Strategic Tr Us Small C

ETFs
18.2K
New
$23.16 - $27.04 $422K - $492K
18.2K $427M
MA
Mastercard Inc

Financial Services
762
New
$504.67 - $576.31 $385K - $439K
762 $418M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
21.6K
New
$18.46 - $19.19 $400K - $415K
21.6K $415M
VIG
Vanguard Dividend Appreciation

ETFs
2.14K
New
N/A
2.14K $415M
KMB
Kimberly Clark Corp

Consumer Defensive
2.88K
New
$124.46 - $147.4 $359K - $425K
2.88K $413M
BUCK
Simplify Exchange Traded Fds S
16.5K
New
N/A
16.5K $407M
SHYD
Vaneck Short High Yield Muni E

ETFs
18K
New
$22.46 - $22.9 $405K - $413K
18K $406M
ABBV
Abb Vie Inc.

Healthcare
1.59K
+ 68.2%
$169.2 - $216.66 $268K - $343K
3.91K $819M
ALB
Albemarle Corp

Basic Materials
5.53K
New
$69.95 - $97.49 $386K - $539K
5.53K $400M
JMIA
Jumia Technologies Ag

Consumer Cyclical
185K
New
$2.15 - $4.21 $399K - $780K
185K $399M
FIVA
Fidelity Covington Tr

ETFs
14.6K
New
$23.99 - $28.04 $351K - $410K
14.6K $390M
V
Visa Inc.

Financial Services
897
+ 37.8%
$306.92 - $362.71 $275K - $325K
3.27K $1.15B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.78K
New
$128.74 - $138.67 $358K - $386K
2.78K $377M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
904
+ 79.23%
$408.78 - $448.82 $370K - $406K
2.05K $860M
ERIE
Erie Indemnity CO

Financial Services
879
New
$377.62 - $450.61 $332K - $396K
879 $368M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.71K
New
$53.6 - $58.97 $359K - $395K
6.71K $367M
Linde PLC
712
+ 111.42%
N/A
1.35K $629M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
11.7K
New
$27.4 - $30.58 $320K - $357K
11.7K $354M
GLD
Spdr Gold Trust

ETFs
1.21K
New
$243.19 - $288.14 $294K - $348K
1.21K $348M
COST
Costco Wholesale Corp

Consumer Defensive
362
New
$890.62 - $1076.86 $322K - $390K
362 $343M
PEY
Invesco Exchange Traded Fd Tr

ETFs
16K
New
$20.82 - $22.08 $332K - $352K
16K $343M
CTAS
Cintas Corp

Industrials
1.48K
+ 80.9%
$182.09 - $208.14 $269K - $308K
3.31K $679M
HRL
Hormel Foods Corp

Consumer Defensive
11K
New
$28.29 - $31.52 $311K - $346K
11K $340M
CAT
Caterpillar Inc

Industrials
1.1K
+ 126.91%
$326.75 - $407.63 $359K - $448K
1.97K $648M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.21K
New
$76.94 - $78.28 $324K - $330K
4.21K $330M
MRK
Merck & Co., Inc.

Healthcare
3.62K
New
$83.01 - $101.02 $301K - $366K
3.62K $327M
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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