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 $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$67.7B
$263 Million 0.18% of portfolio
1,126
Q2 2024 Reduced 37.89%
$12.4B
$253 Million 0.18% of portfolio
2,317
Q2 2024 Reduced 36.49%
$14.3B
$226 Million 0.16% of portfolio
2,828
Q2 2024 Reduced 40.19%
$14.5B
$228 Million 0.16% of portfolio
985
Q2 2024 Reduced 38.93%
$119B
$229 Million 0.16% of portfolio
2,914
Q2 2024 Reduced 43.53%
$96.6B
$233 Million 0.16% of portfolio
3,000
Q2 2024 New
$14.3B
$226 Million 0.16% of portfolio
2,851
Q2 2024 Reduced 36.29%
$17B
$216 Million 0.15% of portfolio
7,100
Q2 2024 Reduced 43.53%
$19.5B
$221 Million 0.15% of portfolio
744
Q2 2024 Reduced 28.19%
$11.6B
$223 Million 0.15% of portfolio
7,671
Q2 2024 Reduced 43.3%

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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