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CIK: 0001887409
Total reported value
$416.2M
$416.2M
123 檔
9.0%
At the close of Q4 2024, Revisor Wealth Management LLC disclosed equity holdings valued at approximately $416.2M, spread across 123 reported holdings.
In Q4 2024, Revisor Wealth Management LLC adopted a defensive or profit-taking posture, trimming 32 positions and completely liquidating 11 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SCHZ, VIGI) accounted for 9.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
SPTS
市值: $523.3K
Top Position Liquidated / Trimmed
JMIA
前期市值: $945.2K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 14.74% | -0.02% | -9.52% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 6.57% | -1.07% | +768.81% | |
| 3 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 4.83% | +0.04% | -22.27% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.75% | -0.30% | -9.21% | |
| 5 | DVYE | Ishares Emerging Markets Div | ETF-Emerging Markets | 3.76% | -0.42% | -40.70% | |
| 6 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.53% | -0.93% | -10.46% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.60% | +0.15% | -26.75% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.49% | -0.02% | -36.94% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.33% | -0.34% | -31.20% | |
| 10 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.98% | +0.12% | -24.27% | |
| 11 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.93% | -0.02% | -19.40% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.70% | +0.10% | -28.72% | |
| 13 | CINF | Cincinnati Financial CORP | Stock-Financials | 1.66% | +0.02% | -5.94% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.52% | +0.03% | +290.14% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.32% | -0.12% | -84.30% | |
| 16 | BIBL | Inspire 100 ETF | ETF-Other | 1.30% | -0.02% | -32.77% | |
| 17 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.27% | -0.01% | +44.44% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.24% | +0.02% | +146.67% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.21% | -0.03% | -20.55% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.12% | +0.02% | -9.65% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | -0.23% | -35.73% | |
| 22 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.06% | -0.04% | -52.54% | |
| 23 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 1.01% | -0.05% | +45.23% | |
| 24 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.94% | -0.10% | -2.07% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.92% | +0.17% | +138.66% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.91% | +0.03% | +2.03% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | -0.02% | -60.56% | |
| 28 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.79% | -0.12% | +67.83% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | +0.02% | +5.90% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.78% | — | +66.97% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.02% | -19.58% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | -0.12% | -48.42% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | -0.01% | -44.19% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | +0.03% | -5.27% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.66% | -0.01% | -31.15% | |
| 36 | IEZ | Ishares U.s. Oil Equipment & | ETF-Other | 0.59% | — | -15.57% | |
| 37 | DTD | Wisdomtree US Total Dividend | ETF-Other | 0.57% | -0.01% | +12.91% | |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.56% | +0.02% | -7.15% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.08% | -36.10% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | +0.01% | -40.34% | |
| 41 | SLV | Ishares Silver Trust | ETF-Commodities | 0.50% | -0.13% | +38.54% | |
| 42 | MSTR | Strategy Inc | Stock-Tech | 0.49% | — | -46.63% | |
| 43 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.48% | — | — | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.48% | -0.01% | +37.72% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.45% | -0.01% | +19.60% | |
| 46 | DFP | Flaherty & Crumrine Dyn Pref | Stock-Other | 0.45% | -0.08% | -48.48% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.44% | -0.04% | — | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.42% | -0.10% | -66.67% | |
| 49 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 0.41% | — | -79.71% | |
| 50 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.39% | — | +20.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHZ | Schwab US Aggregate Bond ETF | +5.5% | +768.81% | Add |
| 2 | AAPL | Apple Inc | +4.5% | -9.52% | Trim |
| 3 | VCIT | Vanguard Int-term Corporate | +1.1% | -9.21% | Trim |
| 4 | VWO | Vanguard Ftse Emerging Marke | +0.9% | +146.67% | Add |
| 5 | VBK | Vanguard Small-cap Grwth ETF | +0.7% | +138.66% | Add |
| 6 | MGV | Vanguard Mega Cap Value ETF | +0.7% | +44.44% | Add |
| 7 | VCLT | Vanguard Long-term CORP Bond | +0.6% | -10.46% | Trim |
| 8 | SPTS | Ss Spdr P St Term Tsy ETF | +0.5% | NEW | New buy |
| 9 | VBR | Vanguard Small-cap Value ETF | +0.5% | +66.97% | Add |
| 10 | SCHD | Schwab US Dvd Equity ETF | +0.4% | NEW | New buy |
| 11 | AMZN | Amazon.com Inc | +0.3% | -28.72% | Trim |
| 12 | VIGI | Vanguard Int Div App Indx Fd | +0.2% | -22.27% | Trim |
| 13 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.2% | -19.40% | Trim |
| 14 | SPSB | Ss Spdr P St C CORP ETF | +0.2% | -24.27% | Trim |
| 15 | SPEM | State Street Sp Ptf Em ETF | 0% | -26.75% | Trim |
| 16 | V | Visa Inc-class A Shares | 0% | -44.19% | Trim |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -36.10% | Trim |
| 18 | IGIB | Ishares 5-10y Inv Grade CORP | -0.1% | -31.20% | Trim |
| 19 | BIBL | Inspire 100 ETF | -0.1% | -32.77% | Trim |
| 20 | MSFT | Microsoft CORP | -0.1% | -35.73% | Trim |
| 21 | WMT | Walmart Inc | -0.1% | -48.42% | Trim |
| 22 | GD | General Dynamics CORP | -0.1% | -43.89% | Trim |
| 23 | ABBV | Abbvie Inc | -0.1% | -43.61% | Trim |
| 24 | JNJ | Johnson & Johnson | -0.1% | -45.06% | Trim |
| 25 | LLY | Eli Lilly & Co | -0.2% | -40.34% | Trim |
| 26 | XOM | Exxon Mobil CORP | -0.2% | -49.82% | Trim |
| 27 | DFP | Flaherty & Crumrine Dyn Pref | -0.2% | -48.48% | Trim |
| 28 | LOW | Lowe's Cos Inc | -0.2% | -55.99% | Trim |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.2% | -36.94% | Trim |
| 30 | IVV | Ishares Core S&p 500 ETF | -0.2% | -62.56% | Trim |
| 31 | DFAC | Dimensional US Core Equity 2 | -0.2% | -66.67% | Trim |
| 32 | SCHX | Schwab US Large-cap ETF | -0.2% | EXIT | Sold out |
| 33 | HD | Home Depot Inc | -0.3% | EXIT | Sold out |
| 34 | PG | Procter & Gamble Co/the | -0.3% | -61.10% | Trim |
| 35 | PGR | Progressive CORP | -0.3% | EXIT | Sold out |
| 36 | PZA | Invesco National Amt-free Mu | -0.3% | EXIT | Sold out |
| 37 | GEV | GE Vernova Inc | -0.3% | EXIT | Sold out |
| 38 | VV | Vanguard Large-cap ETF | -0.3% | EXIT | Sold out |
| 39 | WSC | Willscot Holdings CORP | -0.3% | EXIT | Sold out |
| 40 | HYMB | Ss Spdr N Ice Hy Muni ETF | -0.4% | EXIT | Sold out |
| 41 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | -0.4% | EXIT | Sold out |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | -0.5% | -66.67% | Trim |
| 43 | AXP | American Express Co | -0.5% | EXIT | Sold out |
| 44 | SPHY | Ss Spdr P High Yield ETF | -0.5% | -52.54% | Trim |
| 45 | NVDA | Nvidia CORP | -0.5% | -60.56% | Trim |
| 46 | GE | General Electric | -0.5% | -66.65% | Trim |
| 47 | JMIA | Jumia Technologies Ag-adr | -0.6% | EXIT | Sold out |
| 48 | HYLB | Xtrackers Usd High Yield Cor | -1% | -79.71% | Trim |
| 49 | DVYE | Ishares Emerging Markets Div | -1% | -40.70% | Trim |
| 50 | BIV | Vanguard Intermediate-term B | -4.7% | -84.30% | 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 123 disclosed positions in Q4 2024.
During Q4 2024, Revisor Wealth Management LLC's top holdings by market value included AAPL (14.7%)、SCHZ (6.6%)、VIGI (4.8%). The largest single position, AAPL, represented 14.7% of total portfolio value.
In Q4 2024, Revisor Wealth Management LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 5 positions, trimming 32 holdings, and fully liquidating 11 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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