Revisor Wealth Management LLC Portfolio Holdings
Revisor Wealth Management LLC
- $225 Billion
- Q1 2025
Revisor Wealth Management LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $225 Billion distributed in 221 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Us Aggregate Bond ETF with a value of $12.6B, Apple Inc. with a value of $12.1B, Vanguard Whitehall Fds Intl Di with a value of $9.12B, Vanguard Intermediate Term Cor with a value of $8.99B, and Vanguard Lg Trm Corp Bd ETF with a value of $7.46B.
Examining the 13F form we can see an increase of $116B in the current position value, from $108B to 225B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 221
- Current Value $225 Billion
- Prior Value $108 Billion
- Filing
- Period Q1 2025
- Filing Date April 28, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 103 stocks
- Additional Purchases 109 stocks
- Sold out of 0 stocks
- Reduced holdings in 9 stocks