Revisor Wealth Management LLC Top Holdings and 13F Report (2025) About Revisor Wealth Management LLCInvestment ActivityRevisor Wealth Management LLC has $224.80 million in total holdings as of March 31, 2025.Revisor Wealth Management LLC owns shares of 221 different stocks, but just 92 companies or ETFs make up 80% of its holdings.Approximately 54.52% of the portfolio was purchased this quarter.About 1.95% of the portfolio was sold this quarter.This quarter, Revisor Wealth Management LLC has purchased 123 new stocks and bought additional shares in 109 stocks.Revisor Wealth Management LLC sold shares of 9 stocks and completely divested from 5 stocks this quarter.Largest Holdings Schwab U.S. Aggregate Bond ETF $12,600,009Apple $12,146,211Vanguard International Dividend Appreciation ETF $9,116,580Vanguard Intermediate-Term Corporate Bond ETF $8,992,410Vanguard Long-Term Corporate Bond ETF $7,462,022 Largest New Holdings this Quarter 79466L302 - Salesforce $6,681,642 Holding46138E297 - Invesco S&P Emerging Markets Low Volatility ETF $1,528,275 HoldingV7780T103 - Royal Caribbean Cruises $1,525,403 Holding315948109 - FIDELITY WISE ORIGIN BITCOIN $1,015,209 Holding025816109 - American Express $918,848 Holding Largest Purchases this Quarter Salesforce 24,898 shares (about $6.68M)Microsoft 15,761 shares (about $5.92M)Schwab U.S. Aggregate Bond ETF 230,044 shares (about $5.33M)McDonald's 17,036 shares (about $5.32M)Vanguard Intermediate-Term Corporate Bond ETF 45,836 shares (about $3.75M) Largest Sales this Quarter Apple 9,189 shares (about $2.04M)Strategy 678 shares (about $195.45K)Vanguard High Dividend Yield ETF 1,254 shares (about $161.71K)iShares U.S. Oil Equipment & Services ETF 6,464 shares (about $126.05K)iShares Silver Trust 3,049 shares (about $94.49K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRevisor Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHZSchwab U.S. Aggregate Bond ETF$12,600,009$5,327,817 ▲73.3%544,0425.6%ETFAAPLApple$12,146,211$2,041,139 ▼-14.4%54,6815.4%Computer and TechnologyVIGIVanguard International Dividend Appreciation ETF$9,116,580$3,723,870 ▲69.1%109,9124.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$8,992,410$3,747,464 ▲71.4%109,9884.0%ETFVCLTVanguard Long-Term Corporate Bond ETF$7,462,022$3,569,589 ▲91.7%98,3013.3%ManufacturingMSFTMicrosoft$6,966,543$5,916,569 ▲563.5%18,5583.1%Computer and TechnologyDVYEiShares Emerging Markets Dividend ETF$6,917,250$2,622,109 ▲61.0%253,4613.1%ETFCRMSalesforce$6,681,642$6,681,642 ▲New Holding24,8983.0%Computer and TechnologyMCDMcDonald's$5,578,076$5,321,318 ▲2,072.5%17,8582.5%Retail/WholesaleSPEMSPDR Portfolio Emerging Markets ETF$5,456,664$2,572,703 ▲89.2%138,6002.4%ETFCINFCincinnati Financial$4,101,638$2,236,987 ▲120.0%27,6061.8%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$3,774,999$1,610,525 ▲74.4%125,4181.7%ETFVWOBVanguard Emerging Markets Government Bond ETF$3,585,497$1,456,771 ▲68.4%55,8511.6%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$3,432,153$721,728 ▲26.6%37,4161.5%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$3,115,052$542,949 ▲21.1%59,3121.4%ManufacturingBIVVanguard Intermediate-Term Bond ETF$2,700,844$1,229,960 ▲83.6%35,2791.2%ETFNVDANVIDIA$2,465,220$1,690,774 ▲218.3%22,7441.1%Computer and TechnologyBIBLInspire 100 ETF$2,436,579$1,036,508 ▲74.0%63,2331.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2,197,319$725,612 ▲49.3%87,7521.0%ETFAMZNAmazon.com$2,135,424$537,661 ▲33.7%11,2240.9%Retail/WholesaleSPHYSPDR Portfolio High Yield Bond ETF$1,995,099$854,163 ▲74.9%85,1890.9%ETFBRK.BBerkshire Hathaway$1,991,535$1,285,256 ▲182.0%3,7390.9%FinanceMGVVanguard Mega Cap Value ETF$1,900,629$522,055 ▲37.9%14,7520.8%ETFSCHPSchwab U.S. TIPS ETF$1,867,617$977,140 ▲109.7%69,4570.8%ETFTSLATesla$1,795,529$1,322,285 ▲279.4%6,9280.8%Auto/Tires/TrucksVWOVanguard FTSE Emerging Markets ETF$1,792,953$439,424 ▲32.5%39,6150.8%ETFIAGGiShares Core International Aggregate Bond ETF$1,740,894$721,502 ▲70.8%34,8250.8%ETFMETAMeta Platforms$1,562,329$283,536 ▲22.2%2,7110.7%Computer and TechnologyEELVInvesco S&P Emerging Markets Low Volatility ETF$1,528,275$1,528,275 ▲New Holding62,9380.7%ETFRCLRoyal Caribbean Cruises$1,525,403$1,525,403 ▲New Holding7,4250.7%Consumer DiscretionaryWMTWalmart$1,514,050$785,092 ▲107.7%17,2080.7%Retail/WholesaleVBVanguard Small-Cap ETF$1,411,720$294,496 ▲26.4%6,3660.6%ETFGOOGLAlphabet$1,353,027$659,504 ▲95.1%8,7500.6%Computer and TechnologyDFPFlaherty & Crumrine Dynamic Preferred and Income Fund$1,349,728$857,105 ▲174.0%66,6860.6%Financial ServicesVBKVanguard Small-Cap Growth ETF$1,324,065$444,376 ▲50.5%5,2590.6%ETFQQQInvesco QQQ$1,258,165$565,446 ▲81.6%2,6790.6%FinanceSHWSherwin-Williams$1,157,182$888,046 ▲330.0%3,3150.5%Basic MaterialsVVisa$1,145,854$314,321 ▲37.8%3,2700.5%Business ServicesSPYSPDR S&P 500 ETF Trust$1,124,500$842,814 ▲299.2%2,0040.5%FinanceVBRVanguard Small-Cap Value ETF$1,115,283$328,978 ▲41.8%5,9870.5%ETFHFXINYLI FTSE International Equity Currency Neutral ETF$1,085,994$28,841 ▼-2.6%39,4620.5%ETFPGProcter & Gamble$1,067,463$702,839 ▲192.8%6,2650.5%Consumer StaplesVOVanguard Mid-Cap ETF$1,047,200$83,538 ▲8.7%4,0490.5%ETFFIDELITY WISE ORIGIN BITCOIN$1,015,209$1,015,209 ▲New Holding14,1060.5%SHSVTEBVanguard Tax-Exempt Bond ETF$950,144$494,275 ▲108.4%19,1480.4%ETFIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$945,934$687,128 ▲265.5%35,3620.4%ETFMGCVanguard Mega Cap ETF$937,362$538,857 ▲135.2%4,6550.4%ETFIBMInternational Business Machines$931,343$594,051 ▲176.1%3,7470.4%Computer and TechnologyAXPAmerican Express$918,848$918,848 ▲New Holding3,4150.4%FinanceFLOTiShares Floating Rate Bond ETF$912,723$692,697 ▲314.8%17,8790.4%ETFXOMExxon Mobil$902,551$531,899 ▲143.5%7,5900.4%EnergyJNJJohnson & Johnson$891,647$463,981 ▲108.5%5,3770.4%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$860,402$380,344 ▲79.2%2,0450.4%FinanceDFACDimensional U.S. Core Equity 2 ETF$847,800$608,955 ▲255.0%25,6990.4%ETFKOCoca-Cola$820,443$516,108 ▲169.6%11,3900.4%Consumer StaplesABBVAbbVie$818,668$331,949 ▲68.2%3,9090.4%MedicalVOOVanguard S&P 500 ETF$809,596$2,056 ▼-0.3%1,5750.4%ETFADPAutomatic Data Processing$800,250$459,431 ▲134.8%2,6110.4%Business ServicesLOWLowe's Companies$790,076$508,222 ▲180.3%3,3890.4%Retail/WholesaleMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$766,806$766,806 ▲New Holding14,8750.3%ETFITWIllinois Tool Works$764,391$501,195 ▲190.4%3,0640.3%IndustrialsGEGE Aerospace$736,061$243,215 ▲49.3%3,6710.3%IndustrialsVTIVanguard Total Stock Market ETF$722,210$233,592 ▲47.8%2,6280.3%ETFDTDWisdomTree Total U.S. Dividend Fund$719,565$99,805 ▲16.1%9,3510.3%FinancePZAInvesco National AMT-Free Municipal Bond ETF$697,928$697,928 ▲New Holding30,2920.3%ETFCTASCintas$679,119$303,703 ▲80.9%3,3050.3%Business ServicesMOSMosaic$666,607$666,607 ▲New Holding24,6800.3%Basic MaterialsPNRPentair$648,674$319,964 ▲97.3%7,4160.3%Business ServicesCATCaterpillar$647,992$362,414 ▲126.9%1,9650.3%IndustrialsFTCSFirst Trust Capital Strength ETF$631,066$631,066 ▲New Holding7,0400.3%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$628,962$628,962 ▲New Holding24,9390.3%ETFLINDE PLC$628,936$331,460 ▲111.4%1,3510.3%SHSSCHXSchwab US Large-Cap ETF$612,452$612,452 ▲New Holding27,7380.3%ETFJPMJPMorgan Chase & Co.$605,241$605,241 ▲New Holding2,4670.3%FinanceUNHUnitedHealth Group$595,491$595,491 ▲New Holding1,1370.3%MedicalFMBFirst Trust Managed Municipal ETF$593,621$593,621 ▲New Holding11,7730.3%ManufacturingCVXChevron$592,857$262,061 ▲79.2%3,5450.3%EnergyCAHCardinal Health$589,621$258,794 ▲78.2%4,2810.3%MedicalGDGeneral Dynamics$588,893$269,784 ▲84.5%2,1610.3%AerospaceAFLAflac$586,035$233,392 ▲66.2%5,2730.3%FinanceABTAbbott Laboratories$579,629$225,566 ▲63.7%4,3710.3%MedicalPGRProgressive$577,346$577,346 ▲New Holding2,0400.3%FinanceSYYSysco$573,279$290,540 ▲102.8%7,6420.3%Consumer StaplesGOOGAlphabet$571,574$296,644 ▲107.9%3,6590.3%Computer and TechnologyEMREmerson Electric$571,149$264,914 ▲86.5%5,2110.3%IndustrialsIWFiShares Russell 1000 Growth ETF$556,079$556,079 ▲New Holding1,5400.2%ETFIWDiShares Russell 1000 Value ETF$552,626$552,626 ▲New Holding2,9370.2%ETFSLViShares Silver Trust$548,740$94,489 ▼-14.7%17,7070.2%ETFVLUEiShares MSCI USA Value Factor ETF$545,621$545,621 ▲New Holding5,1160.2%ETFIVViShares Core S&P 500 ETF$539,519$221,990 ▲69.9%9600.2%ETFLLYEli Lilly and Company$530,298$53,691 ▼-9.2%6420.2%MedicalDOVDover$524,019$239,085 ▲83.9%2,9830.2%IndustrialsBROBrown & Brown$523,256$216,614 ▲70.6%4,2080.2%FinanceISMDInspire Small/Mid Cap ETF$522,963$236,630 ▲82.6%15,2670.2%ETFSPGIS&P Global$522,723$215,896 ▲70.4%1,0290.2%Business ServicesAVGOBroadcom$512,437$512,437 ▲New Holding3,0610.2%Computer and TechnologyCBChubb$510,731$214,949 ▲72.7%1,6870.2%FinanceGWWW.W. Grainger$509,581$215,288 ▲73.2%5160.2%IndustrialsSJMJ. M. Smucker$509,022$509,022 ▲New Holding4,3000.2%Consumer StaplesIEZiShares U.S. Oil Equipment & Services ETF$508,073$126,048 ▼-19.9%26,0550.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
