Revisor Wealth Management LLC Reduced Holdings in Q2 2024

Revisor Wealth Management LLC

  • $144 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-114K
- 45.78%
$73.13 - $75.43 $8.32M - $8.59M
135K $10.1B
SPSB
Spdr Portfolio Short Term Corp

ETFs
-153K
- 40.15%
$29.51 - $29.7 $4.5M - $4.53M
227K $6.75B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-77.6K
- 49.39%
$50.02 - $51.62 $3.88M - $4.01M
79.6K $4.08B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-35.6K
- 42.65%
$91.42 - $91.82 $3.26M - $3.27M
47.9K $4.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
-6.98K
- 88.04%
$495.16 - $548.49 $3.46M - $3.83M
948 $516M
DVYE
Ishares Emerging Markets Divid

ETFs
-131K
- 35.67%
$26.08 - $29.6 $3.42M - $3.88M
237K $6.43B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-39.5K
- 32.13%
$77.44 - $82.55 $3.06M - $3.26M
83.5K $6.79B
HYLB
Xtrackers Usd High Yield Corp

ETFs
-67.6K
- 49.61%
$34.76 - $35.57 $2.35M - $2.4M
68.7K $2.43B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-26.6K
- 38.81%
$61.69 - $64.0 $1.64M - $1.7M
42K $2.64B
VCIT
Vanguard Intermediate Term Cor

ETFs
-18.5K
- 26.49%
$77.99 - $80.49 $1.44M - $1.49M
51.4K $4.11B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-15.4K
- 49.56%
$87.04 - $101.61 $1.34M - $1.56M
15.7K $1.58B
BIBL
Northern Lts Fd Tr Iv

ETFs
-30.2K
- 32.0%
$36.1 - $38.73 $1.09M - $1.17M
64.2K $2.44B
GE
General Electric CO

Industrials
-7.35K
- 50.0%
$136.47 - $175.36 $1M - $1.29M
7.35K $1.17B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-22.3K
- 49.98%
$44.66 - $45.99 $997K - $1.03M
22.3K $1.02B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-36.5K
- 27.06%
$22.82 - $23.32 $834K - $852K
98.5K $2.29B
MSFT
Microsoft Corp

Technology
-2.66K
- 41.2%
$389.33 - $452.85 $1.04M - $1.21M
3.8K $1.7B
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
-34.5K
- 53.31%
$25.81 - $27.52 $891K - $950K
30.2K $807M
MGV
Vanguard Mega Cap Value

ETFs
-7.51K
- 48.75%
$113.61 - $120.34 $854K - $904K
7.9K $936M
META
Meta Platforms, Inc.

Communication Services
-2.4K
- 50.54%
$430.17 - $527.34 $1.03M - $1.27M
2.35K $1.19B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.01K
- 52.69%
$396.73 - $420.24 $797K - $845K
1.81K $734M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-24.5K
- 44.11%
$30.69 - $30.88 $753K - $757K
31.1K $959M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-13.8K
- 38.99%
$51.1 - $52.24 $707K - $723K
21.7K $1.13B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-18K
- 57.93%
$37.19 - $39.82 $671K - $719K
13.1K $503M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-17.2K
- 71.0%
$38.53 - $40.76 $663K - $701K
7.03K $276M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-26.4K
- 51.44%
$25.36 - $25.52 $670K - $675K
25K $637M
MSTR
Microstrategy Inc

Technology
-619
- 67.43%
$1028.27 - $1727.24 $636K - $1.07M
299 $412M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-12.9K
- 38.02%
$49.28 - $50.11 $636K - $646K
21K $1.05B
LOW
Lowes Companies Inc

Consumer Cyclical
-2.4K
- 45.52%
$214.27 - $249.28 $515K - $599K
2.88K $634M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.99K
- 39.27%
$173.67 - $197.85 $867K - $987K
7.72K $1.49B
PG
Procter & Gamble CO

Consumer Defensive
-3.93K
- 42.28%
$155.33 - $168.56 $610K - $662K
5.37K $885M
NUE
Nucor Corp

Basic Materials
-2.39K
- 45.67%
$151.48 - $200.97 $361K - $479K
2.84K $448M
VBR
Vanguard Small Cap Value ETF

ETFs
-2.74K
- 50.08%
$177.65 - $191.11 $487K - $524K
2.73K $499M
AXP
American Express CO

Financial Services
-2.72K
- 49.89%
$217.5 - $243.08 $591K - $661K
2.73K $632M
GOOGL
Alphabet Inc.

Communication Services
-4.52K
- 51.59%
$150.53 - $185.41 $680K - $837K
4.24K $772M
VV
Vanguard Large Cap ETF

ETFs
-2.34K
- 54.56%
$227.27 - $251.65 $531K - $588K
1.95K $486M
JNJ
Johnson & Johnson

Healthcare
-2.69K
- 37.75%
$144.38 - $157.78 $388K - $424K
4.43K $647M
ABBV
Abb Vie Inc.

Healthcare
-2.76K
- 39.24%
$154.79 - $180.76 $427K - $499K
4.27K $733M
XOM
Exxon Mobil Corp

Energy
-4.52K
- 41.21%
$108.36 - $122.2 $490K - $552K
6.45K $742M
Flaherty & Crumrine Dynamic
-25.1K
- 30.09%
N/A
58.4K $1.12B
V
Visa Inc.

Financial Services
-1.49K
- 36.25%
$262.47 - $281.5 $391K - $420K
2.62K $688M
SHW
Sherwin Williams CO

Basic Materials
-1.14K
- 48.08%
$291.95 - $338.16 $333K - $386K
1.23K $368M
GWW
W.W. Grainger, Inc.

Industrials
-403
- 46.81%
$879.03 - $1014.83 $354K - $409K
458 $413M
GD
General Dynamics Corp

Industrials
-1.55K
- 42.46%
$281.11 - $300.23 $435K - $465K
2.1K $609M
PECO
Phillips Edison & Company, Inc.

Real Estate
-9.5K
- 49.67%
$30.93 - $35.07 $294K - $333K
9.63K $315M
ITW
Illinois Tool Works Inc

Industrials
-1.26K
- 45.57%
$235.01 - $265.23 $296K - $334K
1.51K $357M
PPG
Ppg Industries Inc

Basic Materials
-2.09K
- 42.61%
$124.9 - $143.38 $261K - $300K
2.81K $354M
SAIA
Saia Inc

Industrials
-660
- 47.18%
$377.26 - $598.0 $249K - $395K
739 $351M
ABT
Abbott Laboratories

Healthcare
-2.92K
- 41.01%
$100.73 - $112.44 $294K - $328K
4.2K $437M
SYY
Sysco Corp

Consumer Defensive
-4.26K
- 44.92%
$70.69 - $80.57 $301K - $344K
5.23K $373M
Activity Summary
Buys All Purchases 25 New Holdings 11 Increased Positions 14 Sells All Sells 134 Reductions 134 Sold out 0 Options Calls 0 Puts 0
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