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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$383M
$945 Million 0.59% of portfolio
177,000
Q3 2024 Added 4.12%
$434M
$321 Million 0.2% of portfolio
11,607
Q2 2024 Reduced 50.0%
$1.91B
$272 Million 0.17% of portfolio
2,164
Q3 2024 New
$760M
$26.4 Million 0.02% of portfolio
12,061
Q3 2024 Added 15.31%
$781M
$23.2 Million 0.01% of portfolio
10,425
Q3 2024 Reduced 19.19%

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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