Revisor Wealth Management LLC Portfolio Holdings
Revisor Wealth Management LLC
- $221 Billion
- Q1 2024
Revisor Wealth Management LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $221 Billion distributed in 188 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $18.9B, Spdr Portfolio Short Term Corp with a value of $11.3B, Vanguard Whitehall Fds Intl Di with a value of $9.9B, Ishares Emerging Markets Divid with a value of $9.68B, and Ishares Trust Ishares 5 10 Yea with a value of $8.14B.
Examining the 13F form we can see an increase of $134B in the current position value, from $86.9B to 221B.
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 188
- Current Value $221 Billion
- Prior Value $86.9 Billion
- Filing
- Period Q1 2024
- Filing Date April 22, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 75 stocks
- Additional Purchases 109 stocks
- Sold out of 0 stocks
- Reduced holdings in 3 stocks