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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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