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
VBK
Vanguard Small Cap Growth ETF

ETFs
1.77K
+ 50.52%
$247.97 - $296.33 $438K - $523K
5.26K $1.32B
GE
General Electric CO

Industrials
1.21K
+ 49.35%
$168.59 - $212.13 $204K - $257K
3.67K $736M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.33K
New
$208.48 - $244.03 $277K - $324K
1.33K $324M
BEN
Franklin Resources Inc

Financial Services
16K
New
$18.92 - $22.24 $303K - $356K
16K $313M
FDS
Factset Research Systems Inc

Financial Services
685
New
$427.5 - $476.51 $293K - $326K
685 $312M
ADM
Archer Daniels Midland CO

Consumer Defensive
6.46K
New
$45.22 - $52.17 $292K - $337K
6.46K $310M
CVX
Chevron Corp

Energy
1.57K
+ 79.22%
$146.71 - $167.97 $230K - $263K
3.55K $593M
CAH
Cardinal Health Inc

Healthcare
1.88K
+ 78.23%
$118.02 - $137.77 $222K - $259K
4.28K $590M
FAST
Fastenal CO

Industrials
3.88K
New
$71.11 - $79.98 $276K - $311K
3.88K $301M
BFB
Brown Forman Corp Cl B
8.63K
New
N/A
8.63K $295M
CORT
Corcept Therapeutics Inc

Healthcare
2.56K
New
$49.85 - $114.22 $128K - $293K
2.56K $293M
VT
Vanguard Total World Stk Index

ETFs
2.51K
New
$115.08 - $123.97 $289K - $311K
2.51K $291M
AMZN
Amazon Com Inc

Consumer Cyclical
2.83K
+ 33.65%
$190.26 - $242.06 $538K - $684K
11.2K $2.14B
ORCL
Oracle Corp

Technology
2.06K
New
$139.81 - $186.47 $287K - $383K
2.06K $287M
SYY
Sysco Corp

Consumer Defensive
3.87K
+ 102.76%
$70.0 - $77.13 $271K - $299K
7.64K $573M
SWK
Stanley Black & Decker, Inc.

Industrials
3.72K
New
$76.43 - $90.41 $285K - $337K
3.72K $286M
VTV
Vanguard Value ETF

ETFs
1.65K
New
$167.73 - $179.21 $277K - $296K
1.65K $286M
Grayscale Bitcoin Mini Tr Et
4.93K
New
N/A
4.93K $285M
IOO
Ishares Tr Global 100 ETF

ETFs
2.95K
New
$96.2 - $105.12 $284K - $310K
2.95K $284M
VZ
Verizon Communications Inc

Communication Services
6.25K
New
$37.81 - $46.49 $236K - $291K
6.25K $284M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.69K
New
$102.49 - $119.96 $276K - $323K
2.69K $282M
GD
General Dynamics Corp

Industrials
990
+ 84.54%
$241.94 - $272.58 $240K - $270K
2.16K $589M
CHD
Church & Dwight CO Inc

Consumer Defensive
2.45K
+ 113.27%
$101.42 - $113.2 $248K - $277K
4.61K $508M
FLRN
Spdr Bloomberg Investment Grad

ETFs
9.05K
New
$30.71 - $30.87 $278K - $279K
9.05K $279M
PEP
Pepsico Inc

Consumer Defensive
1.87K
+ 136.87%
$142.64 - $156.42 $267K - $293K
3.24K $486M
FMAO
Farmers & Merchants Bancorp Inc

Financial Services
11.6K
New
$23.31 - $28.35 $271K - $329K
11.6K $278M
ABT
Abbott Laboratories

Healthcare
1.7K
+ 63.71%
$111.1 - $140.22 $189K - $239K
4.37K $580M
PNR
Pentair PLC

Industrials
3.66K
+ 97.34%
$84.0 - $105.35 $307K - $385K
7.42K $649M
AOS
Smith A O Corp

Industrials
4.27K
+ 142.07%
$65.16 - $72.69 $278K - $310K
7.27K $475M
BRO
Brown & Brown, Inc.

Financial Services
1.74K
+ 70.64%
$100.54 - $124.4 $175K - $217K
4.21K $523M
MKC
Mccormick & CO Inc

Consumer Defensive
3.06K
+ 103.9%
$71.24 - $84.73 $218K - $259K
6.01K $494M
VBR
Vanguard Small Cap Value ETF

ETFs
1.77K
+ 41.84%
$183.02 - $207.75 $323K - $367K
5.99K $1.12B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.21K
New
$50.39 - $50.66 $262K - $264K
5.21K $264M
ROP
Roper Technologies Inc

Industrials
394
+ 86.21%
$502.71 - $593.81 $198K - $234K
851 $502M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.62K
New
$156.61 - $168.02 $254K - $273K
1.62K $261M
LDOS
Leidos Holdings, Inc.

Technology
1.93K
New
$126.82 - $161.11 $245K - $311K
1.93K $260M
AFL
Aflac Inc

Financial Services
2.1K
+ 66.18%
$100.99 - $111.19 $212K - $233K
5.27K $586M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.91K
New
$64.88 - $72.1 $254K - $282K
3.91K $257M
CTA
Simplify Exch Traded Fds Simpl

ETFs
8.59K
New
$27.81 - $30.21 $239K - $260K
8.59K $254M
META
Meta Platforms, Inc.

Communication Services
492
+ 22.17%
$576.36 - $736.67 $284K - $362K
2.71K $1.56B
FVD
First Tr Value Line Divid Inde

ETFs
5.67K
New
$42.61 - $45.51 $242K - $258K
5.67K $253M
RTX
Raytheon Technologies Corp

Industrials
1.91K
New
$114.1 - $135.66 $218K - $259K
1.91K $253M
HUBB
Hubbell Inc

Industrials
755
New
$330.91 - $456.86 $250K - $345K
755 $250M
ED
Consolidated Edison Inc

Utilities
1.81K
+ 79.14%
$88.0 - $110.59 $160K - $201K
4.11K $454M
DHS
Wisdomtree Tr U.S

ETFs
2.5K
New
$91.55 - $99.74 $228K - $249K
2.5K $247M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
738
New
$333.37 - $384.99 $246K - $284K
738 $247M
ES
Eversource Energy

Utilities
3.97K
New
$55.63 - $63.8 $221K - $253K
3.97K $246M
NEE
Nextera Energy Inc

Utilities
3.48K
+ 121.42%
$66.96 - $76.16 $233K - $265K
6.35K $450M
HON
Honeywell International Inc

Industrials
1.16K
New
$202.75 - $226.52 $235K - $262K
1.16K $245M
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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