Revisor Wealth Management LLC Incresed Positions in Q1 2025

Revisor Wealth Management LLC

  • $225 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
15.8K
+ 563.5%
$375.39 - $447.2 $5.92M - $7.05M
18.6K $6.97B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
230K
+ 73.26%
$22.46 - $23.26 $5.17M - $5.35M
544K $12.6B
MCD
Mcdonalds Corp

Consumer Cyclical
17K
+ 2072.51%
$279.74 - $321.29 $4.77M - $5.47M
17.9K $5.58B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
44.9K
+ 69.05%
$78.97 - $85.82 $3.55M - $3.85M
110K $9.12B
VCIT
Vanguard Intermediate Term Cor

ETFs
45.8K
+ 71.45%
$79.17 - $82.04 $3.63M - $3.76M
110K $8.99B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
47K
+ 91.71%
$73.11 - $77.43 $3.44M - $3.64M
98.3K $7.46B
DVYE
Ishares Emerging Markets Divid

ETFs
96.1K
+ 61.05%
$25.08 - $27.99 $2.41M - $2.69M
253K $6.92B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
65.3K
+ 89.21%
$37.07 - $40.63 $2.42M - $2.66M
139K $5.46B
CINF
Cincinnati Financial Corp

Financial Services
15.1K
+ 119.97%
$133.67 - $147.81 $2.01M - $2.23M
27.6K $4.1B
SPSB
Spdr Portfolio Short Term Corp

ETFs
53.5K
+ 74.41%
$29.82 - $30.1 $1.6M - $1.61M
125K $3.77B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
22.7K
+ 68.43%
N/A
55.9K $3.59B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.41K
+ 181.98%
$442.66 - $534.52 $1.07M - $1.29M
3.74K $1.99B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
16.1K
+ 83.62%
$73.78 - $76.59 $1.19M - $1.23M
35.3K $2.7B
TSLA
Tesla, Inc.

Consumer Cyclical
5.1K
+ 279.41%
$222.15 - $428.22 $1.13M - $2.18M
6.93K $1.8B
BIBL
Northern Lts Fd Tr Iv

ETFs
26.9K
+ 74.03%
$37.55 - $41.94 $1.01M - $1.13M
63.2K $2.44B
SCHP
Schwab Strategic Us Tips ETF

ETFs
36.3K
+ 109.73%
$25.69 - $26.89 $934K - $977K
69.5K $1.87B
SHW
Sherwin Williams CO

Basic Materials
2.54K
+ 329.96%
$330.16 - $365.55 $840K - $930K
3.32K $1.16B
Flaherty & Crumrine Dynamic
42.3K
+ 173.99%
N/A
66.7K $1.35B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
36.5K
+ 74.87%
$23.32 - $23.84 $851K - $869K
85.2K $2B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.5K
+ 299.2%
$551.42 - $612.93 $828K - $921K
2K $1.12B
WMT
Walmart Inc.

Consumer Defensive
8.92K
+ 107.7%
$84.5 - $105.05 $754K - $937K
17.2K $1.51B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.87K
+ 26.63%
$91.45 - $91.75 $720K - $722K
37.4K $3.43B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
14.4K
+ 70.78%
$49.42 - $50.43 $713K - $728K
34.8K $1.74B
PG
Procter & Gamble CO

Consumer Defensive
4.13K
+ 192.76%
$158.56 - $176.26 $654K - $727K
6.27K $1.07B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
13.6K
+ 314.83%
$50.87 - $51.09 $690K - $693K
17.9K $913M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
25.7K
+ 265.5%
$26.63 - $26.75 $684K - $687K
35.4K $946M
IBM
International Business Machines Corp

Technology
2.39K
+ 176.12%
$217.4 - $264.74 $520K - $633K
3.75K $931M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
18.5K
+ 254.96%
$32.42 - $36.13 $598K - $667K
25.7K $848M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
10.3K
+ 21.11%
$50.82 - $52.7 $525K - $545K
59.3K $3.12B
XOM
Exxon Mobil Corp

Energy
4.47K
+ 143.5%
$105.44 - $118.93 $472K - $532K
7.59K $903M
KO
Coca Cola CO

Consumer Defensive
7.17K
+ 169.59%
$60.81 - $72.32 $436K - $518K
11.4K $820M
SCHG
Schwab Strategic Tr Us Large C

ETFs
29K
+ 49.3%
$24.91 - $29.02 $722K - $841K
87.8K $2.2B
MGV
Vanguard Mega Cap Value

ETFs
4.05K
+ 37.87%
$123.61 - $133.01 $501K - $539K
14.8K $1.9B
JNJ
Johnson & Johnson

Healthcare
2.8K
+ 108.49%
$142.06 - $167.7 $397K - $469K
5.38K $892M
MGC
Vanguard Mega Cap ETF

ETFs
2.68K
+ 135.22%
$199.2 - $222.69 $533K - $596K
4.66K $937M
GOOGL
Alphabet Inc.

Communication Services
4.27K
+ 95.09%
$154.33 - $206.19 $658K - $879K
8.75K $1.35B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.2K
+ 81.63%
$468.34 - $539.52 $564K - $650K
2.68K $1.26B
ITW
Illinois Tool Works Inc

Industrials
2.01K
+ 190.43%
$244.9 - $274.48 $492K - $551K
3.06K $764M
LOW
Lowes Companies Inc

Consumer Cyclical
2.18K
+ 180.31%
$222.66 - $268.42 $485K - $585K
3.39K $790M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.96K
+ 108.42%
$49.25 - $50.66 $491K - $505K
19.1K $950M
ADP
Automatic Data Processing Inc

Industrials
1.5K
+ 134.8%
$286.85 - $318.64 $430K - $478K
2.61K $800M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.71K
+ 32.47%
$42.5 - $46.71 $413K - $454K
39.6K $1.79B
ABBV
Abb Vie Inc.

Healthcare
1.59K
+ 68.2%
$169.2 - $216.66 $268K - $343K
3.91K $819M
V
Visa Inc.

Financial Services
897
+ 37.8%
$306.92 - $362.71 $275K - $325K
3.27K $1.15B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
904
+ 79.23%
$408.78 - $448.82 $370K - $406K
2.05K $860M
Linde PLC
712
+ 111.42%
N/A
1.35K $629M
CTAS
Cintas Corp

Industrials
1.48K
+ 80.9%
$182.09 - $208.14 $269K - $308K
3.31K $679M
CAT
Caterpillar Inc

Industrials
1.1K
+ 126.91%
$326.75 - $407.63 $359K - $448K
1.97K $648M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.77K
+ 50.52%
$247.97 - $296.33 $438K - $523K
5.26K $1.32B
Activity Summary
Buys All Purchases 212 New Holdings 103 Increased Positions 109 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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