Revisor Wealth Management LLC Portfolio Holdings

Revisor Wealth Management LLC

  • $225 Billion
  • Q1 2025

Revisor Wealth Management LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $225 Billion distributed in 221 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Us Aggregate Bond ETF with a value of $12.6B, Apple Inc. with a value of $12.1B, Vanguard Whitehall Fds Intl Di with a value of $9.12B, Vanguard Intermediate Term Cor with a value of $8.99B, and Vanguard Lg Trm Corp Bd ETF with a value of $7.46B.

Examining the 13F form we can see an increase of $116B in the current position value, from $108B to 225B.

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 $225 Billion
ETFs: $119 Billion
Technology: $31.6 Billion
Financial Services: $14.7 Billion
Consumer Cyclical: $14.3 Billion
Industrials: $11.7 Billion
Consumer Defensive: $8.8 Billion
Healthcare: $6.27 Billion
Basic Materials: $4.05 Billion
Other: $8.97 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.6 Billion 5.6% of portfolio
544,042
Q1 2025 Added 73.26%
$3.42T
$12.1 Billion 5.4% of portfolio
54,681
Q1 2025 Reduced 14.39%
$0
$9.12 Billion 4.06% of portfolio
109,912
Q1 2025 Added 69.05%
$0
$8.99 Billion 4.0% of portfolio
109,988
Q1 2025 Added 71.45%
$0
$7.46 Billion 3.32% of portfolio
98,301
Q1 2025 Added 91.71%
$2.95T
$6.97 Billion 3.1% of portfolio
18,558
Q1 2025 Added 563.5%
$0
$6.92 Billion 3.08% of portfolio
253,461
Q1 2025 Added 61.05%
$269B
$6.68 Billion 2.97% of portfolio
24,898
Q1 2025 New
$235B
$5.58 Billion 2.48% of portfolio
17,858
Q1 2025 Added 2,072.51%
$0
$5.46 Billion 2.43% of portfolio
138,600
Q1 2025 Added 89.21%
$22.2B
$4.1 Billion 1.82% of portfolio
27,606
Q1 2025 Added 119.97%
$0
$3.77 Billion 1.68% of portfolio
125,418
Q1 2025 Added 74.41%
$0
$3.59 Billion 1.59% of portfolio
55,851
Q1 2025 Added 68.43%
$0
$3.43 Billion 1.53% of portfolio
37,416
Q1 2025 Added 26.63%
$0
$3.12 Billion 1.39% of portfolio
59,312
Q1 2025 Added 21.11%
$0
$2.7 Billion 1.2% of portfolio
35,279
Q1 2025 Added 83.62%
$0
$2.44 Billion 1.08% of portfolio
63,233
Q1 2025 Added 74.03%
$0
$2.2 Billion 0.98% of portfolio
87,752
Q1 2025 Added 49.3%
$1.88T
$2.14 Billion 0.95% of portfolio
11,224
Q1 2025 Added 33.65%
$694B
$1.99 Billion 0.89% of portfolio
3,739
Q1 2025 Added 181.98%
$0
$2 Billion 0.89% of portfolio
85,189
Q1 2025 Added 74.87%
$0
$1.9 Billion 0.85% of portfolio
14,752
Q1 2025 Added 37.87%
$0
$1.87 Billion 0.83% of portfolio
69,457
Q1 2025 Added 109.73%
$0
$1.79 Billion 0.8% of portfolio
39,615
Q1 2025 Added 32.47%
$891B
$1.8 Billion 0.8% of portfolio
6,928
Q1 2025 Added 279.41%
$0
$1.74 Billion 0.77% of portfolio
34,825
Q1 2025 Added 70.78%
$1.25T
$1.56 Billion 0.69% of portfolio
2,711
Q1 2025 Added 22.17%
$54.8B
$1.53 Billion 0.68% of portfolio
7,425
Q1 2025 New
$0
$1.53 Billion 0.68% of portfolio
62,938
Q1 2025 New
$264B
$1.51 Billion 0.67% of portfolio
17,208
Q1 2025 Added 107.7%
$0
$1.41 Billion 0.63% of portfolio
6,366
Q1 2025 Added 26.36%
Flaherty & Crumrine Dynamic
-
$1.35 Billion 0.6% of portfolio
-
Q1 2025 Added 173.99%
$957B
$1.35 Billion 0.6% of portfolio
8,750
Q1 2025 Added 95.09%
$0
$1.32 Billion 0.59% of portfolio
5,259
Q1 2025 Added 50.52%
$0
$1.26 Billion 0.56% of portfolio
2,679
Q1 2025 Added 81.63%
$91.5B
$1.16 Billion 0.51% of portfolio
3,315
Q1 2025 Added 329.96%
$565B
$1.15 Billion 0.51% of portfolio
3,270
Q1 2025 Added 37.8%
$0
$1.12 Billion 0.5% of portfolio
2,004
Q1 2025 Added 299.2%
$0
$1.12 Billion 0.5% of portfolio
5,987
Q1 2025 Added 41.84%
$0
$1.09 Billion 0.48% of portfolio
39,462
Q1 2025 Reduced 2.59%
$385B
$1.07 Billion 0.47% of portfolio
6,265
Q1 2025 Added 192.76%
$0
$1.05 Billion 0.47% of portfolio
4,049
Q1 2025 Added 8.67%
Fidelity Wise Origin Bitcoin
-
$1.02 Billion 0.45% of portfolio
-
Q1 2025 New
$0
$950 Million 0.42% of portfolio
19,148
Q1 2025 Added 108.42%
$0
$937 Million 0.42% of portfolio
4,655
Q1 2025 Added 135.22%
$0
$946 Million 0.42% of portfolio
35,362
Q1 2025 Added 265.5%
$217B
$931 Million 0.41% of portfolio
3,747
Q1 2025 Added 176.12%
$199B
$919 Million 0.41% of portfolio
3,415
Q1 2025 New
$0
$913 Million 0.41% of portfolio
17,879
Q1 2025 Added 314.83%

Summary

  • Portfolio
  • No. of Stocks 221
  • Current Value $225 Billion
  • Prior Value $108 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 103 stocks
  • Additional Purchases 109 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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