Revisor Wealth Management LLC Portfolio Holdings

Revisor Wealth Management LLC

  • $144 Billion
  • Q2 2024

Revisor Wealth Management LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $144 Billion distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.7B, Vanguard Bd Index Fd Inc Inter with a value of $10.1B, Vanguard Whitehall Fds Intl Di with a value of $6.79B, Spdr Portfolio Short Term Corp with a value of $6.75B, and Ishares Emerging Markets Divid with a value of $6.43B.

Examining the 13F form we can see an decrease of $77.2B in the current position value, from $221B to 144B.

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 $144 Billion
ETFs: $79.3 Billion
Technology: $20.3 Billion
Financial Services: $8.88 Billion
Industrials: $8.27 Billion
Consumer Defensive: $6.08 Billion
Consumer Cyclical: $5.38 Billion
Healthcare: $4.88 Billion
Communication Services: $2.47 Billion
Other: $6.12 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.75B
$429 Million 0.3% of portfolio
11,409
Q2 2024 Reduced 29.85%
$4.33B
$315 Million 0.22% of portfolio
9,627
Q2 2024 Reduced 49.67%
$9.76B
$323 Million 0.22% of portfolio
3,951
Q2 2024 Reduced 45.21%
$7.28B
$303 Million 0.21% of portfolio
12,254
Q2 2024 Reduced 34.94%
$9.34B
$297 Million 0.21% of portfolio
2,940
Q2 2024 Reduced 40.68%
$9.53B
$283 Million 0.2% of portfolio
12,675
Q2 2024 Reduced 37.98%
$2.71B
$210 Million 0.15% of portfolio
1,391
Q2 2024 Added 0.07%
$7.58B
$193 Million 0.13% of portfolio
15,978
Q2 2024 Reduced 26.49%
$5.88B
$189 Million 0.13% of portfolio
15,012
Q2 2024 Reduced 42.48%

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $144 Billion
  • Prior Value $221 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 11 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 134 stocks
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