Revisor Wealth Management LLC Portfolio Holdings

Revisor Wealth Management LLC

  • $108 Billion
  • Q4 2024

Revisor Wealth Management LLC has filed its 13F form on February 19, 2025 for Q4 2024 where it was disclosed a total value porftolio of $108 Billion distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16B, Schwab Us Aggregate Bond ETF with a value of $7.13B, Vanguard Whitehall Fds Intl Di with a value of $5.24B, Vanguard Intermediate Term Cor with a value of $5.15B, and Ishares Emerging Markets Divid with a value of $4.07B.

Examining the 13F form we can see an decrease of $51.6B in the current position value, from $160B to 108B.

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 $108 Billion
ETFs: $64 Billion
Technology: $19 Billion
Financial Services: $4.89 Billion
Industrials: $4.51 Billion
Consumer Cyclical: $3.84 Billion
Consumer Defensive: $3.01 Billion
Communication Services: $2.49 Billion
Healthcare: $2.14 Billion
Other: $3.44 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$16 Billion 14.74% of portfolio
63,870
Q4 2024 Reduced 9.52%
$0
$7.13 Billion 6.57% of portfolio
313,998
Q4 2024 Added 768.81%
$0
$5.24 Billion 4.83% of portfolio
65,016
Q4 2024 Reduced 22.27%
$0
$5.15 Billion 4.75% of portfolio
64,152
Q4 2024 Reduced 9.21%
$0
$4.07 Billion 3.76% of portfolio
157,382
Q4 2024 Reduced 40.7%
$0
$3.83 Billion 3.53% of portfolio
51,277
Q4 2024 Reduced 10.46%
$0
$2.82 Billion 2.6% of portfolio
73,253
Q4 2024 Reduced 26.75%
$0
$2.7 Billion 2.49% of portfolio
29,548
Q4 2024 Reduced 36.94%
$0
$2.52 Billion 2.33% of portfolio
48,974
Q4 2024 Reduced 31.2%
$0
$2.15 Billion 1.98% of portfolio
71,911
Q4 2024 Reduced 24.27%
$0
$2.1 Billion 1.93% of portfolio
33,159
Q4 2024 Reduced 19.4%
$2.27T
$1.85 Billion 1.7% of portfolio
8,398
Q4 2024 Reduced 28.72%
$21.6B
$1.8 Billion 1.66% of portfolio
12,550
Q4 2024 Reduced 5.94%
$0
$1.65 Billion 1.52% of portfolio
58,774
Q4 2024 Added 290.14%
$0
$1.44 Billion 1.32% of portfolio
19,213
Q4 2024 Reduced 84.3%
$0
$1.41 Billion 1.3% of portfolio
36,334
Q4 2024 Reduced 32.77%
$0
$1.34 Billion 1.24% of portfolio
29,906
Q4 2024 Added 146.67%
$1.56T
$1.31 Billion 1.21% of portfolio
2,219
Q4 2024 Reduced 20.55%
$0
$1.21 Billion 1.12% of portfolio
5,038
Q4 2024 Reduced 9.65%
$3.1T
$1.18 Billion 1.08% of portfolio
2,797
Q4 2024 Reduced 35.73%
$0
$1.14 Billion 1.06% of portfolio
48,717
Q4 2024 Reduced 52.54%
$0
$1.09 Billion 1.01% of portfolio
40,510
Q4 2024 Added 45.23%
$0
$1.02 Billion 0.94% of portfolio
20,392
Q4 2024 Reduced 2.07%
$0
$997 Million 0.92% of portfolio
3,494
Q4 2024 Added 138.66%
$0
$984 Million 0.91% of portfolio
3,726
Q4 2024 Added 2.03%
$349B
$958 Million 0.88% of portfolio
7,145
Q4 2024 Reduced 60.56%
$0
$857 Million 0.79% of portfolio
33,117
Q4 2024 Added 67.83%
$0
$854 Million 0.79% of portfolio
1,579
Q4 2024 Added 5.9%
$0
$846 Million 0.78% of portfolio
4,221
Q4 2024 Added 66.97%
$1.1T
$845 Million 0.78% of portfolio
4,485
Q4 2024 Reduced 19.58%
$0
$754 Million 0.7% of portfolio
1,475
Q4 2024 Reduced 5.27%
$573B
$756 Million 0.7% of portfolio
2,373
Q4 2024 Reduced 44.19%
$264B
$761 Million 0.7% of portfolio
8,285
Q4 2024 Reduced 48.42%
$1.12T
$719 Million 0.66% of portfolio
1,826
Q4 2024 Reduced 31.15%
$0
$644 Million 0.59% of portfolio
32,519
Q4 2024 Reduced 15.57%
$0
$614 Million 0.57% of portfolio
8,054
Q4 2024 Added 12.91%
$0
$612 Million 0.56% of portfolio
11,042
Q4 2024 Reduced 7.15%
$627B
$602 Million 0.56% of portfolio
1,326
Q4 2024 Reduced 36.1%
$830B
$551 Million 0.51% of portfolio
707
Q4 2024 Reduced 40.34%
$15.7B
$547 Million 0.5% of portfolio
20,756
Q4 2024 Added 38.54%
$3.03B
$527 Million 0.49% of portfolio
1,805
Q4 2024 Reduced 46.63%
$0
$523 Million 0.48% of portfolio
17,525
Q4 2024 New
$0
$520 Million 0.48% of portfolio
1,778
Q4 2024 Added 37.72%
Flaherty & Crumrine Dynamic
-
$485 Million 0.45% of portfolio
-
Q4 2024 Reduced 48.48%
$0
$489 Million 0.45% of portfolio
1,141
Q4 2024 Added 19.6%
$0
$477 Million 0.44% of portfolio
17,467
Q4 2024 New
$0
$461 Million 0.42% of portfolio
9,187
Q4 2024 Reduced 66.67%
$0
$442 Million 0.41% of portfolio
12,233
Q4 2024 Reduced 79.71%
$0
$421 Million 0.39% of portfolio
1,979
Q4 2024 Added 20.38%

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $108 Billion
  • Prior Value $160 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 19, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 97 stocks
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