Revisor Wealth Management LLC Portfolio Holdings

Revisor Wealth Management LLC

  • $160 Billion
  • Q3 2024

Revisor Wealth Management LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $160 Billion distributed in 175 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.4B, Vanguard Bd Index Fd Inc Inter with a value of $9.59B, Ishares Emerging Markets Divid with a value of $7.62B, Vanguard Whitehall Fds Intl Di with a value of $7.38B, and Vanguard Intermediate Term Cor with a value of $5.92B.

Examining the 13F form we can see an increase of $16B in the current position value, from $144B to 160B.

Revisor Wealth Management LLC is based out at Akron, OH

Below you can find more details about Revisor Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $160 Billion
ETFs: $87.6 Billion
Technology: $22.1 Billion
Industrials: $10.1 Billion
Financial Services: $8.79 Billion
Consumer Defensive: $6.79 Billion
Consumer Cyclical: $6.63 Billion
Healthcare: $5.52 Billion
Communication Services: $3.07 Billion
Other: $6.47 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79T
$16.4 Billion 10.28% of portfolio
70,587
Q3 2024 Reduced 5.07%
$299B
$2.2 Billion 1.37% of portfolio
18,115
Q3 2024 Added 58.79%
$2.42T
$2.2 Billion 1.37% of portfolio
11,782
Q3 2024 Added 52.66%
$3.09T
$1.87 Billion 1.17% of portfolio
4,352
Q3 2024 Added 14.53%
$21.8B
$1.82 Billion 1.13% of portfolio
13,343
Q3 2024 Reduced 57.44%
$1.54T
$1.6 Billion 1.0% of portfolio
2,793
Q3 2024 Added 18.75%
$222B
$1.39 Billion 0.87% of portfolio
7,370
Q3 2024 Added 0.34%
$266B
$1.3 Billion 0.81% of portfolio
16,062
Q3 2024 Reduced 4.06%
$559B
$1.17 Billion 0.73% of portfolio
4,252
Q3 2024 Added 62.17%
$771B
$1.05 Billion 0.66% of portfolio
1,185
Q3 2024 Added 3.13%
$393B
$953 Million 0.6% of portfolio
5,501
Q3 2024 Added 2.53%
$615B
$955 Million 0.6% of portfolio
2,075
Q3 2024 Added 14.96%
$399M
$945 Million 0.59% of portfolio
177,000
Q3 2024 Added 4.12%
$1.2T
$925 Million 0.58% of portfolio
5,577
Q3 2024 Added 31.6%
$325B
$814 Million 0.51% of portfolio
4,121
Q3 2024 Reduced 3.51%
$398B
$761 Million 0.48% of portfolio
4,694
Q3 2024 Added 6.03%
$445B
$728 Million 0.46% of portfolio
6,212
Q3 2024 Reduced 3.62%
$161B
$744 Million 0.46% of portfolio
2,747
Q3 2024 Reduced 4.49%
$1.28T
$694 Million 0.43% of portfolio
2,652
Q3 2024 Added 21.76%
$70.6B
$631 Million 0.39% of portfolio
2,087
Q3 2024 Reduced 0.57%
$19.7B
$608 Million 0.38% of portfolio
4,365
Q3 2024 Added 31.79%
$17.1B
$589 Million 0.37% of portfolio
6,022
Q3 2024 Added 7.5%
$3.13B
$570 Million 0.36% of portfolio
3,382
Q3 2024 Added 1,031.1%
$275B
$540 Million 0.34% of portfolio
7,515
Q3 2024 Reduced 4.07%
$20.4B
$550 Million 0.34% of portfolio
2,673
Q3 2024 Added 283.5%
$33.7B
$506 Million 0.32% of portfolio
7,977
Q3 2024 Reduced 5.72%
$67.9B
$501 Million 0.31% of portfolio
4,483
Q3 2024 Reduced 3.8%
$7.92B
$502 Million 0.31% of portfolio
13,358
Q3 2024 Added 17.08%
$196B
$472 Million 0.3% of portfolio
1,208
Q3 2024 Reduced 1.55%
$76.8B
$472 Million 0.3% of portfolio
4,318
Q3 2024 Added 1.05%
$170B
$488 Million 0.3% of portfolio
944
Q3 2024 Reduced 3.87%
$229B
$463 Million 0.29% of portfolio
2,092
Q3 2024 Reduced 6.98%
$224B
$463 Million 0.29% of portfolio
4,058
Q3 2024 Reduced 3.4%
$208B
$453 Million 0.28% of portfolio
2,664
Q3 2024 Reduced 3.37%
$28.6B
$454 Million 0.28% of portfolio
2,370
Q3 2024 Reduced 0.59%
$33B
$441 Million 0.28% of portfolio
2,934
Q3 2024 Added 3.42%
$12.7B
$456 Million 0.28% of portfolio
1,043
Q3 2024 Added 41.14%
$86.2B
$437 Million 0.27% of portfolio
3,794
Q3 2024 Reduced 13.95%
$53.7B
$429 Million 0.27% of portfolio
413
Q3 2024 Reduced 9.83%
$292B
$439 Million 0.27% of portfolio
2,979
Q3 2024 Added 4.45%
$144B
$426 Million 0.27% of portfolio
1,678
Q3 2024 Added 9.17%
$37B
$428 Million 0.27% of portfolio
5,479
Q3 2024 Added 4.78%
$126B
$440 Million 0.27% of portfolio
1,589
Q3 2024 Added 3.59%
$92.8B
$433 Million 0.27% of portfolio
1,134
Q3 2024 Reduced 8.03%
$25.6B
$414 Million 0.26% of portfolio
3,953
Q3 2024 Added 0.89%
$27.1B
$411 Million 0.26% of portfolio
3,104
Q3 2024 Added 10.31%
$79.6B
$416 Million 0.26% of portfolio
1,587
Q3 2024 Added 5.45%
$113B
$410 Million 0.26% of portfolio
1,420
Q3 2024 Reduced 2.54%
$16.4B
$396 Million 0.25% of portfolio
2,837
Q3 2024 Added 19.5%

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $160 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 24 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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