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CIK: 0001887409
Total reported value
$416.2M
$416.2M
175 檔
11.3%
As reported in its official Q3 2024 Form 13F filing, Revisor Wealth Management LLC's tracked investment portfolio stood at $416.2M with 175 total positions.
In Q3 2024, Revisor Wealth Management LLC displayed an active expansion posture, initiating 21 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.28% | -0.02% | -5.07% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-Other | 5.99% | -0.12% | -9.21% | |
| 3 | DVYE | Ishares Emerging Markets Div | ETF-Emerging Markets | 4.76% | -0.42% | +12.21% | |
| 4 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 4.61% | +0.04% | +0.14% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.70% | -0.30% | +37.46% | |
| 6 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 2.91% | -0.93% | +1547.97% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.69% | -0.02% | -2.21% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.58% | +0.15% | -3.20% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.39% | -0.34% | -10.53% | |
| 10 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.80% | +0.12% | -58.25% | |
| 11 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.71% | -0.02% | -1.99% | |
| 12 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.54% | -0.04% | +4.22% | |
| 13 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 1.39% | — | -12.18% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | -0.02% | +58.79% | |
| 15 | BIBL | Inspire 100 ETF | ETF-Other | 1.37% | -0.02% | -15.84% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.37% | +0.10% | +52.66% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.17% | -0.23% | +14.53% | |
| 18 | CINF | Cincinnati Financial CORP | Stock-Financials | 1.13% | +0.02% | -57.44% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.07% | -1.07% | +61.85% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.00% | -0.03% | +18.75% | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.98% | +0.03% | -3.75% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.88% | -0.10% | +200.00% | |
| 23 | GE | General Electric | Stock-Industrials | 0.87% | +0.03% | +0.34% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.83% | +0.02% | +54.37% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.81% | -0.12% | -4.06% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | -0.01% | +62.17% | |
| 27 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.67% | -0.10% | -0.94% | |
| 28 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.66% | -0.12% | -8.92% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.01% | +3.13% | |
| 30 | DFP | Flaherty & Crumrine Dyn Pref | Stock-Other | 0.63% | -0.08% | -19.09% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.60% | +0.03% | +73.33% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.08% | +14.96% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | +0.01% | +2.53% | |
| 34 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.59% | -0.01% | -6.20% | |
| 35 | JMIA | Jumia Technologies Ag-adr | Stock-Other | 0.59% | -0.04% | +4.12% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.02% | +31.60% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.08% | — | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | +0.01% | -3.51% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.02% | -0.73% | |
| 40 | IEZ | Ishares U.s. Oil Equipment & | ETF-Other | 0.48% | — | — | |
| 41 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 0.48% | -0.05% | -7.71% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | +0.02% | +6.03% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.47% | +0.03% | — | |
| 44 | AXP | American Express Co | Stock-Financials | 0.47% | +0.02% | +0.59% | |
| 45 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.47% | -0.01% | — | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.46% | -0.03% | -4.49% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.26% | -3.62% | |
| 48 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.45% | +0.02% | — | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | -0.01% | +21.76% | |
| 50 | GD | General Dynamics CORP | Stock-Industrials | 0.39% | +0.02% | -0.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCLT | Vanguard Long-term CORP Bond | +2.7% | +1547.97% | Add |
| 2 | VCIT | Vanguard Int-term Corporate | +0.9% | +37.46% | Add |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | +0.6% | +200.00% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.5% | NEW | New buy |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | NEW | New buy |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.5% | NEW | New buy |
| 7 | NVDA | Nvidia CORP | +0.4% | +58.79% | Add |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | +0.4% | +61.85% | Add |
| 9 | HYMB | Ss Spdr N Ice Hy Muni ETF | +0.4% | NEW | New buy |
| 10 | AMZN | Amazon.com Inc | +0.3% | +52.66% | Add |
| 11 | DVYE | Ishares Emerging Markets Div | +0.3% | +12.21% | Add |
| 12 | VB | Vanguard Small-cap ETF | +0.3% | +54.37% | Add |
| 13 | SLV | Ishares Silver Trust | +0.3% | NEW | New buy |
| 14 | PZA | Invesco National Amt-free Mu | +0.3% | NEW | New buy |
| 15 | V | Visa Inc-class A Shares | +0.3% | +62.17% | Add |
| 16 | VO | Vanguard Mid-cap ETF | +0.3% | +73.33% | Add |
| 17 | META | Meta Platforms Inc-class A | +0.2% | +18.75% | Add |
| 18 | ALB | Albemarle CORP | +0.2% | NEW | New buy |
| 19 | HUBB | Hubbell Inc | +0.2% | NEW | New buy |
| 20 | NHC | National Healthcare CORP | +0.2% | NEW | New buy |
| 21 | GM | General Motors Co | +0.2% | NEW | New buy |
| 22 | RTX | Rtx CORP | +0.2% | NEW | New buy |
| 23 | USFD | US Foods Holding CORP | +0.2% | NEW | New buy |
| 24 | TLT | iShares 20+ Year Treasury Bond ETF | +0.2% | NEW | New buy |
| 25 | GEHC | GE Healthcare Technology | +0.2% | NEW | New buy |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | NEW | New buy |
| 27 | FAST | Fastenal Co | +0.1% | NEW | New buy |
| 28 | VNQ | Vanguard Real Estate ETF | +0.1% | NEW | New buy |
| 29 | LAC | Lithium Americas CORP | +0.1% | NEW | New buy |
| 30 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 31 | JPST | Jpmorgan Ultra-short Income | +0.1% | NEW | New buy |
| 32 | PFM | Invesco Dividend Achievers E | +0.1% | NEW | New buy |
| 33 | TSLA | Tesla Inc | +0.1% | +21.76% | Add |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +14.96% | Add |
| 35 | GE | General Electric | +0.1% | +0.34% | Add |
| 36 | VIGI | Vanguard Int Div App Indx Fd | -0.1% | +0.14% | Add |
| 37 | SPEM | State Street Sp Ptf Em ETF | -0.1% | -3.20% | Trim |
| 38 | VT | Vanguard Tot World Stk ETF | -0.2% | EXIT | Sold out |
| 39 | FLOT | Ishares Floating Rate Bond E | -0.2% | EXIT | Sold out |
| 40 | PECO | Phillips Edison & Company In | -0.2% | EXIT | Sold out |
| 41 | USFR | Wisdomtree Floating Rate Tre | -0.2% | -59.33% | Trim |
| 42 | JMIA | Jumia Technologies Ag-adr | -0.2% | +4.12% | Add |
| 43 | BIBL | Inspire 100 ETF | -0.3% | -15.84% | Trim |
| 44 | FLTR | Vaneck Ig Floating Rate ETF | -0.4% | EXIT | Sold out |
| 45 | IGIB | Ishares 5-10y Inv Grade CORP | -0.4% | -10.53% | Trim |
| 46 | AAPL | Apple Inc | -0.6% | -5.07% | Trim |
| 47 | FLRN | Ss Spdr Bb Ig Float Rt ETF | -0.7% | EXIT | Sold out |
| 48 | BIV | Vanguard Intermediate-term B | -1% | -9.21% | Trim |
| 49 | CINF | Cincinnati Financial CORP | -1.4% | -57.44% | Trim |
| 50 | SPSB | Ss Spdr P St C CORP ETF | -2.9% | -58.25% | Trim |
According to official SEC Form 13F filings, Revisor Wealth Management LLC reported a total U.S. public equity portfolio value of $416.2M across 175 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, BIV, DVYE) accounted for 11.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
IVV
市值: $870.5K
Top Position Liquidated / Trimmed
FLRN
前期市值: $958.8K
During Q3 2024, Revisor Wealth Management LLC's top holdings by market value included AAPL (10.3%)、BIV (6.0%)、DVYE (4.8%). The largest single position, AAPL, represented 10.3% of total portfolio value.
In Q3 2024, Revisor Wealth Management LLC made 50 total portfolio adjustments, initiating 21 new buys, adding to 16 positions, trimming 8 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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