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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.5T
$16 Billion 14.74% of portfolio
63,870
Q4 2024 Reduced 9.52%
$1.96T
$1.85 Billion 1.7% of portfolio
8,398
Q4 2024 Reduced 28.72%
$23.2B
$1.8 Billion 1.66% of portfolio
12,550
Q4 2024 Reduced 5.94%
$1.36T
$1.31 Billion 1.21% of portfolio
2,219
Q4 2024 Reduced 20.55%
$2.82T
$1.18 Billion 1.08% of portfolio
2,797
Q4 2024 Reduced 35.73%
$273B
$958 Million 0.88% of portfolio
7,145
Q4 2024 Reduced 60.56%
$969B
$845 Million 0.78% of portfolio
4,485
Q4 2024 Reduced 19.58%
$561B
$756 Million 0.7% of portfolio
2,373
Q4 2024 Reduced 44.19%
$231B
$761 Million 0.7% of portfolio
8,285
Q4 2024 Reduced 48.42%
$832B
$719 Million 0.66% of portfolio
1,826
Q4 2024 Reduced 31.15%
$683B
$602 Million 0.56% of portfolio
1,326
Q4 2024 Reduced 36.1%
$782B
$551 Million 0.51% of portfolio
707
Q4 2024 Reduced 40.34%
$2.7B
$527 Million 0.49% of portfolio
1,805
Q4 2024 Reduced 46.63%
$363B
$416 Million 0.38% of portfolio
2,324
Q4 2024 Reduced 43.61%
$218B
$410 Million 0.38% of portfolio
2,458
Q4 2024 Reduced 66.65%
$14.3B
$377 Million 0.35% of portfolio
3,758
Q4 2024 Reduced 37.6%
$15B
$370 Million 0.34% of portfolio
2,062
Q4 2024 Reduced 52.76%
$398B
$359 Million 0.33% of portfolio
2,140
Q4 2024 Reduced 61.1%
$64.2B
$346 Million 0.32% of portfolio
2,794
Q4 2024 Reduced 35.29%
$491B
$335 Million 0.31% of portfolio
3,117
Q4 2024 Reduced 49.82%
$950B
$335 Million 0.31% of portfolio
1,760
Q4 2024 Reduced 10.48%
$20.6B
$337 Million 0.31% of portfolio
1,827
Q4 2024 Reduced 31.65%
$125B
$327 Million 0.3% of portfolio
1,112
Q4 2024 Reduced 30.02%
$69.4B
$328 Million 0.3% of portfolio
3,173
Q4 2024 Reduced 29.22%
$174B
$313 Million 0.29% of portfolio
866
Q4 2024 Reduced 28.31%
$49.3B
$313 Million 0.29% of portfolio
298
Q4 2024 Reduced 27.85%
$73.9B
$307 Million 0.28% of portfolio
1,171
Q4 2024 Reduced 43.89%
$219B
$304 Million 0.28% of portfolio
1,357
Q4 2024 Reduced 35.13%
$229B
$306 Million 0.28% of portfolio
2,670
Q4 2024 Reduced 34.2%
$142B
$299 Million 0.28% of portfolio
1,209
Q4 2024 Reduced 55.99%
$164B
$303 Million 0.28% of portfolio
604
Q4 2024 Reduced 36.02%
$24.5B
$306 Million 0.28% of portfolio
1,622
Q4 2024 Reduced 31.56%
$325B
$289 Million 0.27% of portfolio
1,978
Q4 2024 Reduced 33.6%
$35.7B
$286 Million 0.26% of portfolio
2,402
Q4 2024 Reduced 28.32%
$37.6B
$286 Million 0.26% of portfolio
3,769
Q4 2024 Reduced 31.21%
$123B
$269 Million 0.25% of portfolio
977
Q4 2024 Reduced 31.2%
$75.7B
$268 Million 0.25% of portfolio
1,055
Q4 2024 Reduced 33.52%
$304B
$266 Million 0.25% of portfolio
4,225
Q4 2024 Reduced 43.78%
$21.3B
$274 Million 0.25% of portfolio
1,960
Q4 2024 Reduced 30.17%
$25.3B
$270 Million 0.25% of portfolio
2,265
Q4 2024 Reduced 27.03%
$88B
$263 Million 0.24% of portfolio
771
Q4 2024 Reduced 32.01%
$9.48B
$255 Million 0.24% of portfolio
558
Q4 2024 Reduced 46.5%
$16.7B
$257 Million 0.24% of portfolio
2,196
Q4 2024 Reduced 22.59%
$47.6B
$248 Million 0.23% of portfolio
3,357
Q4 2024 Reduced 45.14%
$34.7B
$254 Million 0.23% of portfolio
2,466
Q4 2024 Reduced 28.95%
$66.3B
$253 Million 0.23% of portfolio
4,752
Q4 2024 Reduced 17.86%
$77.4B
$238 Million 0.22% of portfolio
2,632
Q4 2024 Reduced 30.06%
$61.8B
$240 Million 0.22% of portfolio
457
Q4 2024 Reduced 30.02%
$7.84B
$236 Million 0.22% of portfolio
2,108
Q4 2024 Reduced 26.16%

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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