Revisor Wealth Management LLC New Holdings in Q1 2025

Revisor Wealth Management LLC

  • $225 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
24.9K
New
$268.36 - $359.95 $6.68M - $8.96M
24.9K $6.68B
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
62.9K
New
$23.18 - $24.68 $1.46M - $1.55M
62.9K $1.53B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
7.43K
New
$203.38 - $274.79 $1.51M - $2.04M
7.43K $1.53B
Fidelity Wise Origin Bitcoin
14.1K
New
N/A
14.1K $1.02B
AXP
American Express CO

Financial Services
3.42K
New
$255.39 - $325.87 $872K - $1.11M
3.42K $919M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
14.9K
New
$51.26 - $52.53 $762K - $781K
14.9K $767M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
30.3K
New
$22.83 - $23.75 $692K - $719K
30.3K $698M
MOS
Mosaic CO

Basic Materials
24.7K
New
$23.08 - $28.8 $570K - $711K
24.7K $667M
FTCS
First Trust Capital Strength E

ETFs
7.04K
New
$86.39 - $91.35 $608K - $643K
7.04K $631M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
24.9K
New
$25.12 - $26.05 $626K - $650K
24.9K $629M
JPM
Jpmorgan Chase & CO

Financial Services
2.47K
New
$225.19 - $279.95 $556K - $691K
2.47K $605M
UNH
Unitedhealth Group Inc

Healthcare
1.14K
New
$461.52 - $548.18 $525K - $623K
1.14K $595M
FMB
First Tr Exchange Traded Fd Ii

ETFs
11.8K
New
$50.17 - $51.45 $591K - $606K
11.8K $594M
PGR
Progressive Corp

Financial Services
2.04K
New
$235.61 - $291.22 $481K - $594K
2.04K $577M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.54K
New
$360.07 - $417.26 $555K - $643K
1.54K $556M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.94K
New
$182.82 - $196.21 $537K - $576K
2.94K $553M
VLUE
Ishares Msci Usa Value Factor

ETFs
5.12K
New
$104.89 - $113.56 $537K - $581K
5.12K $546M
AVGO
Broadcom Inc.

Technology
3.06K
New
$167.43 - $244.7 $513K - $749K
3.06K $512M
SJM
J M Smucker CO

Consumer Defensive
4.3K
New
$100.41 - $118.41 $432K - $509K
4.3K $509M
MUB
Ishares National Muni Bond ETF

ETFs
4.78K
New
$104.71 - $107.69 $501K - $515K
4.78K $504M
CSCO
Cisco Systems, Inc.

Technology
8.11K
New
$58.74 - $64.87 $477K - $526K
8.11K $501M
HD
Home Depot, Inc.

Consumer Cyclical
1.34K
New
$347.25 - $424.87 $464K - $568K
1.34K $490M
HWM
Howmet Aerospace Inc.

Industrials
3.75K
New
$110.79 - $139.39 $415K - $523K
3.75K $486M
BDX
Becton Dickinson & CO

Healthcare
2.09K
New
$222.79 - $249.08 $465K - $519K
2.09K $477M
Kenvue Inc
19.7K
New
N/A
19.7K $472M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.92K
New
$87.68 - $94.52 $431K - $465K
4.92K $461M
NDSN
Nordson Corp

Industrials
2.28K
New
$200.12 - $224.07 $455K - $510K
2.28K $461M
MDT
Medtronic PLC

Healthcare
5.07K
New
$79.84 - $94.5 $405K - $479K
5.07K $459M
MMM
3 M CO

Industrials
3.06K
New
$129.7 - $155.12 $397K - $475K
3.06K $449M
VEA
Vanguard Ftse Developed Market

ETFs
8.59K
New
$47.4 - $52.99 $407K - $455K
8.59K $437M
SCHA
Schwab Strategic Tr Us Small C

ETFs
18.2K
New
$23.16 - $27.04 $422K - $492K
18.2K $427M
MA
Mastercard Inc

Financial Services
762
New
$504.67 - $576.31 $385K - $439K
762 $418M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
21.6K
New
$18.46 - $19.19 $400K - $415K
21.6K $415M
VIG
Vanguard Dividend Appreciation

ETFs
2.14K
New
N/A
2.14K $415M
KMB
Kimberly Clark Corp

Consumer Defensive
2.88K
New
$124.46 - $147.4 $359K - $425K
2.88K $413M
BUCK
Simplify Exchange Traded Fds S
16.5K
New
N/A
16.5K $407M
SHYD
Vaneck Short High Yield Muni E

ETFs
18K
New
$22.46 - $22.9 $405K - $413K
18K $406M
ALB
Albemarle Corp

Basic Materials
5.53K
New
$69.95 - $97.49 $386K - $539K
5.53K $400M
JMIA
Jumia Technologies Ag

Consumer Cyclical
185K
New
$2.15 - $4.21 $399K - $780K
185K $399M
FIVA
Fidelity Covington Tr

ETFs
14.6K
New
$23.99 - $28.04 $351K - $410K
14.6K $390M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.78K
New
$128.74 - $138.67 $358K - $386K
2.78K $377M
ERIE
Erie Indemnity CO

Financial Services
879
New
$377.62 - $450.61 $332K - $396K
879 $368M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.71K
New
$53.6 - $58.97 $359K - $395K
6.71K $367M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
11.7K
New
$27.4 - $30.58 $320K - $357K
11.7K $354M
GLD
Spdr Gold Trust

ETFs
1.21K
New
$243.19 - $288.14 $294K - $348K
1.21K $348M
COST
Costco Wholesale Corp

Consumer Defensive
362
New
$890.62 - $1076.86 $322K - $390K
362 $343M
PEY
Invesco Exchange Traded Fd Tr

ETFs
16K
New
$20.82 - $22.08 $332K - $352K
16K $343M
HRL
Hormel Foods Corp

Consumer Defensive
11K
New
$28.29 - $31.52 $311K - $346K
11K $340M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.21K
New
$76.94 - $78.28 $324K - $330K
4.21K $330M
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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