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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.59T
$15.7 Billion 10.88% of portfolio
74,353
Q2 2024 Added 306.7%
$3.07T
$1.7 Billion 1.18% of portfolio
3,800
Q2 2024 Reduced 41.2%
$2.03T
$1.49 Billion 1.04% of portfolio
7,718
Q2 2024 Reduced 39.27%
$349B
$1.41 Billion 0.98% of portfolio
11,408
Q2 2024 Added 446.1%
$1.28T
$1.19 Billion 0.82% of portfolio
2,352
Q2 2024 Reduced 50.54%
$227B
$1.13 Billion 0.79% of portfolio
16,741
Q2 2024 Added 9.6%
$766B
$1.04 Billion 0.72% of portfolio
1,149
Q2 2024 Reduced 40.83%
$393B
$885 Million 0.61% of portfolio
5,365
Q2 2024 Reduced 42.28%
$1.01T
$772 Million 0.54% of portfolio
4,238
Q2 2024 Reduced 51.59%
$496B
$742 Million 0.52% of portfolio
6,445
Q2 2024 Reduced 41.21%
$357B
$733 Million 0.51% of portfolio
4,271
Q2 2024 Reduced 39.24%
$579B
$734 Million 0.51% of portfolio
1,805
Q2 2024 Reduced 52.69%
$480B
$688 Million 0.48% of portfolio
2,622
Q2 2024 Reduced 36.25%
$414B
$647 Million 0.45% of portfolio
4,427
Q2 2024 Reduced 37.75%
$206B
$632 Million 0.44% of portfolio
2,731
Q2 2024 Reduced 49.89%
$283B
$499 Million 0.35% of portfolio
7,834
Q2 2024 Reduced 45.02%
$300B
$446 Million 0.31% of portfolio
2,852
Q2 2024 Reduced 40.33%
$206B
$437 Million 0.3% of portfolio
4,201
Q2 2024 Reduced 41.01%
$794B
$431 Million 0.3% of portfolio
2,178
Q2 2024 Reduced 25.46%
$202B
$409 Million 0.28% of portfolio
1,227
Q2 2024 Reduced 46.65%
$219B
$352 Million 0.24% of portfolio
1,380
Q2 2024 Reduced 43.79%
$410B
$333 Million 0.23% of portfolio
968
Q2 2024 Reduced 20.66%
$1.04T
$292 Million 0.2% of portfolio
1,594
Q2 2024 New
$463B
$225 Million 0.16% of portfolio
1,594
Q2 2024 Reduced 34.13%
$258B
$222 Million 0.15% of portfolio
1,796
Q2 2024 Reduced 46.08%
$297B
$201 Million 0.14% of portfolio
783
Q2 2024 Reduced 7.01%

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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