Revisor Wealth Management LLC Reduced Holdings in Q3 2024

Revisor Wealth Management LLC

  • $160 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPSB
Spdr Portfolio Short Term Corp

ETFs
-132K
- 58.25%
$29.58 - $30.31 $3.92M - $4.02M
95K $2.88B
CINF
Cincinnati Financial Corp

Financial Services
-18K
- 57.44%
$115.7 - $138.2 $2.08M - $2.49M
13.3K $1.82B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-12.4K
- 9.21%
$74.26 - $78.84 $922K - $979K
122K $9.59B
USFR
Wisdomtree Floating Rate Treas

ETFs
-6.28K
- 59.33%
$50.2 - $50.48 $315K - $317K
4.3K $216M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-8.37K
- 10.53%
$50.85 - $53.88 $426K - $451K
71.2K $3.82B
BIBL
Northern Lts Fd Tr Iv

ETFs
-10.2K
- 15.84%
$36.61 - $40.67 $372K - $414K
54K $2.2B
HYLB
Xtrackers Usd High Yield Corp

ETFs
-8.36K
- 12.18%
$35.26 - $36.92 $295K - $309K
60.3K $2.23B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-597
- 38.49%
$386.81 - $423.12 $231K - $253K
954 $403M
MMM
3 M CO

Industrials
-1.6K
- 49.4%
$99.69 - $139.42 $159K - $222K
1.63K $223M
Flaherty & Crumrine Dynamic
-11.1K
- 19.09%
N/A
47.2K $1.02B
SPY
Spdr S&P 500 ETF Trust

ETFs
-209
- 22.05%
$517.38 - $573.86 $108K - $120K
739 $424M
GME
Game Stop Corp.

Consumer Cyclical
-2.64K
- 21.54%
$19.5 - $28.54 $51.5K - $75.3K
9.61K $220M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.93K
- 8.92%
$51.58 - $53.79 $99.7K - $104K
19.7K $1.06B
VTV
Vanguard Value ETF

ETFs
-496
- 29.21%
$159.75 - $174.57 $79.2K - $86.6K
1.2K $210M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
-2.33K
- 7.71%
$25.13 - $27.92 $58.5K - $65K
27.9K $771M
ISMD
Northern Lts Fd Tr Iv

ETFs
-1.95K
- 12.94%
$34.03 - $38.37 $66.4K - $74.9K
13.1K $498M
SCHO
Schwab Short Term Us Treasury

ETFs
-531
- 6.0%
$47.93 - $49.06 $25.5K - $26.1K
8.32K $408M
KMB
Kimberly Clark Corp

Consumer Defensive
-166
- 7.38%
$135.05 - $148.35 $22.4K - $24.6K
2.08K $296M
VBK
Vanguard Small Cap Growth ETF

ETFs
-157
- 9.69%
$240.48 - $267.94 $37.8K - $42.1K
1.46K $391M
XOM
Exxon Mobil Corp

Energy
-233
- 3.62%
$109.72 - $119.0 $25.6K - $27.7K
6.21K $728M
VV
Vanguard Large Cap ETF

ETFs
-146
- 7.51%
$236.92 - $263.4 $34.6K - $38.5K
1.8K $474M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-587
- 3.75%
$92.63 - $105.69 $54.4K - $62K
15.1K $1.57B
DUK
Duke Energy Corp

Utilities
-615
- 13.95%
$99.35 - $117.71 $61.1K - $72.4K
3.79K $437M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-695
- 9.06%
$28.08 - $32.61 $19.5K - $22.7K
6.98K $221M
ECL
Ecolab Inc.

Basic Materials
-109
- 7.34%
$228.86 - $255.76 $24.9K - $27.9K
1.38K $351M
TGT
Target Corp

Consumer Defensive
-119
- 5.56%
$133.47 - $159.25 $15.9K - $19K
2.02K $315M
PEP
Pepsico Inc

Consumer Defensive
-93
- 3.37%
$161.9 - $179.3 $15.1K - $16.7K
2.66K $453M
PL
Planet Labs Pbc

Industrials
-2.48K
- 19.19%
$1.77 - $2.84 $4.38K - $7.03K
10.4K $23.2M
MOH
Molina Healthcare, Inc.

Healthcare
-95
- 12.77%
$283.98 - $360.73 $27K - $34.3K
649 $224M
MGC
Vanguard Mega Cap ETF

ETFs
-64
- 3.75%
$185.93 - $206.64 $11.9K - $13.2K
1.64K $340M
ESS
Essex Property Trust, Inc.

Real Estate
-65
- 5.58%
$272.82 - $272.82 $17.7K - $17.7K
1.1K $325M
VBR
Vanguard Small Cap Value ETF

ETFs
-206
- 7.53%
$179.99 - $201.6 $37.1K - $41.5K
2.53K $508M
RCM
R1 Rcm Inc.

Healthcare
-937
- 6.24%
$10.9 - $14.18 $10.2K - $13.3K
14.1K $199M
MGV
Vanguard Mega Cap Value

ETFs
-490
- 6.2%
$118.0 - $128.28 $57.8K - $62.9K
7.41K $950M
GWW
W.W. Grainger, Inc.

Industrials
-45
- 9.83%
$896.19 - $1044.18 $40.3K - $47K
413 $429M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-764
- 5.93%
$41.9 - $48.26 $32K - $36.9K
12.1K $580M
MDT
Medtronic PLC

Healthcare
-166
- 5.7%
$76.84 - $91.03 $12.8K - $15.1K
2.75K $247M
CL
Colgate Palmolive CO

Consumer Defensive
-73
- 1.9%
$95.54 - $108.77 $6.97K - $7.94K
3.76K $391M
BRO
Brown & Brown, Inc.

Financial Services
-335
- 8.8%
$89.11 - $105.82 $29.9K - $35.4K
3.47K $360M
NEE
Nextera Energy Inc

Utilities
-388
- 10.06%
$69.9 - $84.97 $27.1K - $33K
3.47K $293M
GD
General Dynamics Corp

Industrials
-12
- 0.57%
$279.51 - $308.09 $3.35K - $3.7K
2.09K $631M
DOV
Dover Corp

Industrials
-14
- 0.59%
$172.5 - $193.03 $2.42K - $2.7K
2.37K $454M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-270
- 2.06%
$36.98 - $41.55 $9.98K - $11.2K
12.8K $528M
SJM
J M Smucker CO

Consumer Defensive
-23
- 0.99%
$109.12 - $122.4 $2.51K - $2.82K
2.29K $278M
ABT
Abbott Laboratories

Healthcare
-143
- 3.4%
$100.07 - $118.13 $14.3K - $16.9K
4.06K $463M
FICO
Fair Isaac Corp

Technology
-29
- 15.76%
$1496.51 - $1947.38 $43.4K - $56.5K
155 $301M
Linde PLC
-21
- 2.06%
N/A
998 $476M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-197
- 0.94%
$49.77 - $51.95 $9.8K - $10.2K
20.8K $1.08B
FRT
Federal Realty Investment Trust

Real Estate
-85
- 2.89%
$100.42 - $117.38 $8.54K - $9.98K
2.86K $328M
Activity Summary
Buys All Purchases 85 New Holdings 24 Increased Positions 61 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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