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Size ($ in 1000's)
At 03/31/2024: $223,391
At 12/31/2023: $86,868
Revisor Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Revisor Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Revisor Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Revisor Wealth Management LLC.
In the Revisor Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Revisor Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Revisor Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD BD INDEX FDS (BIV) |
248,625 |
+140,698 |
$18,875 | | BIV | 248,625 | +140,698 | $18,875 | | SPDR SER TR (SPSB) |
379,981 |
+262,274 |
$11,314 | | SPSB | 379,981 | +262,274 | $11,314 | | VANGUARD WHITEHALL FDS (VIGI) |
123,076 |
+67,067 |
$9,900 | | VIGI | 123,076 | +67,067 | $9,900 | | ISHARES INC (DVYE) |
367,662 |
+205,641 |
$9,680 | | DVYE | 367,662 | +205,641 | $9,680 | | ISHARES TR (IGIB) |
157,189 |
+141,850 |
$8,143 | | IGIB | 157,189 | +141,850 | $8,143 | | SPDR SER TR (BIL) |
83,549 |
+50,035 |
$7,653 | | BIL | 83,549 | +50,035 | $7,653 | | VANGUARD SCOTTSDALE FDS (VCIT) |
69,933 |
+25,276 |
$5,656 | | VCIT | 69,933 | +25,276 | $5,656 | | SPDR INDEX SHS FDS (SPEM) |
150,880 |
+77,086 |
$5,402 | | SPEM | 150,880 | +77,086 | $5,402 | | DBX ETF TR (HYLB) |
136,254 |
+122,257 |
$4,854 | | HYLB | 136,254 | +122,257 | $4,854 | | VANGUARD WHITEHALL FDS (VWOB) |
68,601 |
+47,593 |
$4,377 | | VWOB | 68,601 | +47,593 | $4,377 | | SPDR S&P 500 ETF TR (SPY) |
7,927 |
-2,185 |
$3,770 | | SPY | 7,927 | -2,185 | $3,770 | | INVESCO EXCH TRADED FD TR II (EELV) |
149,902 |
+126,375 |
$3,593 | | EELV | 149,902 | +126,375 | $3,593 | | NORTHERN LTS FD TR IV |
94,437 |
+37,974 |
$3,508 | | BIBL | 94,437 | +37,974 | $3,508 | | APPLE INC |
18,282 |
+11,313 |
$3,326 | | AAPL | 18,282 | +11,313 | $3,326 | | SPDR SER TR (SPHY) |
135,034 |
+49,349 |
$3,163 | | SPHY | 135,034 | +49,349 | $3,163 | | CINCINNATI FINL CORP |
25,909 |
+18,583 |
$2,950 | | CINF | 25,909 | +18,583 | $2,950 | | SCHWAB STRATEGIC TR |
31,028 |
+19,228 |
$2,717 | | SCHG | 31,028 | +19,228 | $2,717 | | GENERAL ELECTRIC CO |
14,690 |
+14,690 |
$2,579 | | GE | 14,690 | +14,690 | $2,579 | | MICROSOFT CORP |
6,463 |
+2,413 |
$2,571 | | MSFT | 6,463 | +2,413 | $2,571 | | META PLATFORMS INC |
4,755 |
+3,006 |
$2,309 | | META | 4,755 | +3,006 | $2,309 | | AMAZON COM INC |
12,709 |
+7,646 |
$2,106 | | AMZN | 12,709 | +7,646 | $2,106 | | SCHWAB STRATEGIC TR |
44,646 |
+39,954 |
$2,068 | | SCHZ | 44,646 | +39,954 | $2,068 | | NVIDIA CORPORATION |
2,089 |
+756 |
$1,888 | | NVDA | 2,089 | +756 | $1,888 | | SCHWAB STRATEGIC TR |
35,510 |
+24,621 |
$1,853 | | SCHP | 35,510 | +24,621 | $1,853 | | VANGUARD WORLD FD (MGV) |
15,412 |
+11,240 |
$1,759 | | MGV | 15,412 | +11,240 | $1,759 | | SPDR SER TR (FLRN) |
55,603 |
+36,875 |
$1,708 | | FLRN | 55,603 | +36,875 | $1,708 | | ISHARES TR (IAGG) |
33,916 |
+23,331 |
$1,692 | | IAGG | 33,916 | +23,331 | $1,692 | | INDEXIQ ETF TR (HFXI) |
64,727 |
+55,293 |
$1,672 | | HFXI | 64,727 | +55,293 | $1,672 | | MICROSTRATEGY INC |
918 |
+918 |
$1,565 | | MSTR | 918 | +918 | $1,565 | | FLAHERTY & CRUMRINE DYNAMIC |
83,515 |
+37,390 |
$1,544 | | DFP | 83,515 | +37,390 | $1,544 | | ELI LILLY & CO |
1,942 |
+1,942 |
$1,511 | | LLY | 1,942 | +1,942 | $1,511 |  BERKSHIRE HATHAWAY INC DEL |
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$1,484 | | BRK.B | 3,815 | +1,541 | $1,484 | | PROCTER AND GAMBLE CO |
9,295 |
+6,724 |
$1,434 | | PG | 9,295 | +6,724 | $1,434 | | VANECK ETF TRUST (FLTR) |
51,385 |
+51,385 |
$1,301 | | FLTR | 51,385 | +51,385 | $1,301 | | ALPHABET INC |
8,754 |
+4,601 |
$1,269 | | GOOGL | 8,754 | +4,601 | $1,269 | | LOWES COS INC |
5,279 |
+3,538 |
$1,260 | | LOW | 5,279 | +3,538 | $1,260 | | EXXON MOBIL CORP |
10,963 |
+7,709 |
$1,185 | | XOM | 10,963 | +7,709 | $1,185 | | ABBVIE INC |
7,029 |
+4,660 |
$1,183 | | ABBV | 7,029 | +4,660 | $1,183 | | SCHWAB STRATEGIC TR |
31,150 |
+31,150 |
$1,182 | | SCHF | 31,150 | +31,150 | $1,182 | | AMERICAN EXPRESS CO |
5,450 |
+5,450 |
$1,131 | | AXP | 5,450 | +5,450 | $1,131 | | JOHNSON & JOHNSON |
7,112 |
+4,488 |
$1,120 | | JNJ | 7,112 | +4,488 | $1,120 | | VISA INC |
4,113 |
+1,746 |
$1,109 | | V | 4,113 | +1,746 | $1,109 | | VANGUARD INDEX FDS (VBR) |
5,477 |
+3,802 |
$1,017 | | VBR | 5,477 | +3,802 | $1,017 | | GENERAL DYNAMICS CORP |
3,648 |
+2,108 |
$989 | | GD | 3,648 | +2,108 | $989 | | VANGUARD INDEX FDS (VV) |
4,280 |
+4,280 |
$975 | | VV | 4,280 | +4,280 | $975 | | NUCOR CORP |
5,222 |
+3,348 |
$971 | | NUE | 5,222 | +3,348 | $971 | | INVESCO QQQ TR |
2,251 |
+1,660 |
$958 | | QQQ | 2,251 | +1,660 | $958 | | DIMENSIONAL ETF TRUST (DFUV) |
24,236 |
+14,407 |
$947 | | DFUV | 24,236 | +14,407 | $947 | | WALMART INC |
15,275 |
+12,159 |
$919 | | WMT | 15,275 | +12,159 | $919 | | GRAINGER W W INC |
861 |
+508 |
$876 | | GWW | 861 | +508 | $876 |
See Full List: All Stocks Held By Revisor Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Revisor Wealth Management LLC
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