Revisor Wealth Management LLC Purchases in Q4 2024

Revisor Wealth Management LLC

  • $108 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
278K
+ 768.81%
$22.63 - $47.53 $6.29M - $13.2M
314K $7.13B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
17.8K
+ 146.67%
$44.04 - $49.49 $783K - $880K
29.9K $1.34B
VBK
Vanguard Small Cap Growth ETF

ETFs
2.03K
+ 138.66%
$264.18 - $304.19 $536K - $618K
3.49K $997M
SPTS
Spdr Portfolio Short Term Trea

ETFs
17.5K
New
$28.88 - $29.33 $506K - $514K
17.5K $523M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17.5K
New
$26.93 - $84.95 $470K - $1.48M
17.5K $477M
MGV
Vanguard Mega Cap Value

ETFs
3.29K
+ 44.44%
$124.06 - $133.48 $408K - $439K
10.7K $1.38B
VBR
Vanguard Small Cap Value ETF

ETFs
1.69K
+ 66.97%
$197.36 - $217.3 $334K - $368K
4.22K $846M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
12.6K
+ 45.23%
$25.79 - $27.56 $325K - $348K
40.5K $1.09B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3.34K
New
$72.18 - $81.41 $241K - $272K
3.34K $262M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
3.02K
New
$73.19 - $81.02 $221K - $244K
3.02K $226M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.31K
New
$50.73 - $51.08 $219K - $220K
4.31K $219M
VTI
Vanguard Total Stock Market Et

ETFs
487
+ 37.72%
$280.04 - $302.45 $136K - $147K
1.78K $520M
SLV
I Shares Silver Trust

ETFs
5.77K
+ 38.54%
$26.33 - $31.74 $152K - $183K
20.8K $547M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
187
+ 19.6%
$417.69 - $450.94 $78.1K - $84.3K
1.14K $489M
SCHG
Schwab Strategic Tr Us Large C

ETFs
43.7K
+ 290.14%
$25.93 - $105.3 $1.13M - $4.6M
58.8K $1.65B
MGC
Vanguard Mega Cap ETF

ETFs
335
+ 20.38%
$204.21 - $220.18 $68.4K - $73.8K
1.98K $421M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
88
+ 5.9%
$521.84 - $558.82 $45.9K - $49.2K
1.58K $854M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
921
+ 12.91%
$75.44 - $80.53 $69.5K - $74.2K
8.05K $614M
WEAT
Teucrium Commodity Tr Wheat Fd

ETFs
11.4K
New
$4.66 - $5.5 $53K - $62.6K
11.4K $54.8M
VO
Vanguard Mid Cap ETF

ETFs
74
+ 2.03%
$261.5 - $284.63 $19.4K - $21.1K
3.73K $984M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
675
+ 7.5%
$26.55 - $26.67 $17.9K - $18K
9.68K $258M
SCHO
Schwab Short Term Us Treasury

ETFs
7.98K
+ 95.83%
$24.06 - $48.88 $192K - $390K
16.3K $392M
SCHP
Schwab Strategic Us Tips ETF

ETFs
13.4K
+ 67.83%
$25.74 - $53.78 $345K - $720K
33.1K $857M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.97K
+ 23.16%
$18.41 - $40.87 $54.7K - $121K
15.8K $292M
Activity Summary
Buys All Purchases 25 New Holdings 7 Increased Positions 18 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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