Revisor Wealth Management LLC Portfolio Holdings

Revisor Wealth Management LLC

  • $108 Billion
  • Q4 2024

Revisor Wealth Management LLC has filed its 13F form on February 19, 2025 for Q4 2024 where it was disclosed a total value porftolio of $108 Billion distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16B, Schwab Us Aggregate Bond ETF with a value of $7.13B, Vanguard Whitehall Fds Intl Di with a value of $5.24B, Vanguard Intermediate Term Cor with a value of $5.15B, and Ishares Emerging Markets Divid with a value of $4.07B.

Examining the 13F form we can see an decrease of $51.6B in the current position value, from $160B to 108B.

Revisor Wealth Management LLC is based out at Akron, OH

Below you can find more details about Revisor Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $108 Billion
ETFs: $64 Billion
Technology: $19 Billion
Financial Services: $4.89 Billion
Industrials: $4.51 Billion
Consumer Cyclical: $3.84 Billion
Consumer Defensive: $3.01 Billion
Communication Services: $2.49 Billion
Healthcare: $2.14 Billion
Other: $3.44 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.13 Billion 6.57% of portfolio
313,998
Q4 2024 Added 768.81%
$0
$5.24 Billion 4.83% of portfolio
65,016
Q4 2024 Reduced 22.27%
$0
$5.15 Billion 4.75% of portfolio
64,152
Q4 2024 Reduced 9.21%
$0
$4.07 Billion 3.76% of portfolio
157,382
Q4 2024 Reduced 40.7%
$0
$3.83 Billion 3.53% of portfolio
51,277
Q4 2024 Reduced 10.46%
$0
$2.82 Billion 2.6% of portfolio
73,253
Q4 2024 Reduced 26.75%
$0
$2.7 Billion 2.49% of portfolio
29,548
Q4 2024 Reduced 36.94%
$0
$2.52 Billion 2.33% of portfolio
48,974
Q4 2024 Reduced 31.2%
$0
$2.15 Billion 1.98% of portfolio
71,911
Q4 2024 Reduced 24.27%
$0
$2.1 Billion 1.93% of portfolio
33,159
Q4 2024 Reduced 19.4%
$0
$1.65 Billion 1.52% of portfolio
58,774
Q4 2024 Added 290.14%
$0
$1.44 Billion 1.32% of portfolio
19,213
Q4 2024 Reduced 84.3%
$0
$1.41 Billion 1.3% of portfolio
36,334
Q4 2024 Reduced 32.77%
$0
$1.38 Billion 1.27% of portfolio
10,700
Q4 2024 Added 44.44%
$0
$1.34 Billion 1.24% of portfolio
29,906
Q4 2024 Added 146.67%
$0
$1.21 Billion 1.12% of portfolio
5,038
Q4 2024 Reduced 9.65%
$0
$1.09 Billion 1.01% of portfolio
40,510
Q4 2024 Added 45.23%
$0
$1.02 Billion 0.94% of portfolio
20,392
Q4 2024 Reduced 2.07%
$0
$997 Million 0.92% of portfolio
3,494
Q4 2024 Added 138.66%
$0
$984 Million 0.91% of portfolio
3,726
Q4 2024 Added 2.03%
$0
$857 Million 0.79% of portfolio
33,117
Q4 2024 Added 67.83%
$0
$854 Million 0.79% of portfolio
1,579
Q4 2024 Added 5.9%
$0
$846 Million 0.78% of portfolio
4,221
Q4 2024 Added 66.97%
$0
$754 Million 0.7% of portfolio
1,475
Q4 2024 Reduced 5.27%
$0
$644 Million 0.59% of portfolio
32,519
Q4 2024 Reduced 15.57%
$0
$614 Million 0.57% of portfolio
8,054
Q4 2024 Added 12.91%
$0
$612 Million 0.56% of portfolio
11,042
Q4 2024 Reduced 7.15%
$15.5B
$547 Million 0.5% of portfolio
20,756
Q4 2024 Added 38.54%
$0
$523 Million 0.48% of portfolio
17,525
Q4 2024 New
$0
$520 Million 0.48% of portfolio
1,778
Q4 2024 Added 37.72%
$0
$489 Million 0.45% of portfolio
1,141
Q4 2024 Added 19.6%
$0
$477 Million 0.44% of portfolio
17,467
Q4 2024 New
$0
$461 Million 0.42% of portfolio
9,187
Q4 2024 Reduced 66.67%
$0
$442 Million 0.41% of portfolio
12,233
Q4 2024 Reduced 79.71%
$0
$421 Million 0.39% of portfolio
1,979
Q4 2024 Added 20.38%
$0
$418 Million 0.38% of portfolio
3,273
Q4 2024 Reduced 26.17%
$0
$392 Million 0.36% of portfolio
16,297
Q4 2024 Added 95.83%
$0
$333 Million 0.31% of portfolio
565
Q4 2024 Reduced 62.56%
$0
$314 Million 0.29% of portfolio
8,359
Q4 2024 Reduced 36.35%
$0
$292 Million 0.27% of portfolio
15,807
Q4 2024 Added 23.16%
$0
$294 Million 0.27% of portfolio
502
Q4 2024 Reduced 32.07%
$0
$258 Million 0.24% of portfolio
9,675
Q4 2024 Added 7.5%
$0
$262 Million 0.24% of portfolio
3,341
Q4 2024 New
$0
$250 Million 0.23% of portfolio
7,240
Q4 2024 Reduced 66.67%
$0
$226 Million 0.21% of portfolio
3,015
Q4 2024 New
$0
$219 Million 0.2% of portfolio
4,310
Q4 2024 New
$0
$54.8 Million 0.05% of portfolio
11,374
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $108 Billion
  • Prior Value $160 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 19, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 97 stocks
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