Revisor Wealth Management LLC Top Holdings and 13F Report (2025) About Revisor Wealth Management LLCInvestment ActivityRevisor Wealth Management LLC has $108.47 million in total holdings as of December 31, 2024.Revisor Wealth Management LLC owns shares of 123 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 12.17% of the portfolio was purchased this quarter.About 55.46% of the portfolio was sold this quarter.This quarter, Revisor Wealth Management LLC has purchased 175 new stocks and bought additional shares in 18 stocks.Revisor Wealth Management LLC sold shares of 97 stocks and completely divested from 59 stocks this quarter.Largest Holdings Apple $15,987,824Schwab U.S. Aggregate Bond ETF $7,126,545Vanguard International Dividend Appreciation ETF $5,235,399Vanguard Intermediate-Term Corporate Bond ETF $5,148,875iShares Emerging Markets Dividend ETF $4,074,528 Largest New Holdings this Quarter SPDR Portfolio Short Term Treasury ETF $523,297 HoldingSchwab US Dividend Equity ETF $477,207 HoldingiShares Morningstar Mid-Cap Growth ETF $262,126 HoldingiShares Morningstar Mid-Cap Value ETF $225,672 HoldingBITWISE BITCOIN ETF TR $224,757 Holding Largest Purchases this Quarter Schwab U.S. Aggregate Bond ETF 277,857 shares (about $6.31M)Schwab U.S. Large-Cap Growth ETF 43,709 shares (about $1.23M)Vanguard FTSE Emerging Markets ETF 17,782 shares (about $798.99K)Vanguard Small-Cap Growth ETF 2,030 shares (about $579.39K)SPDR Portfolio Short Term Treasury ETF 17,525 shares (about $523.30K) Largest Sales this Quarter Vanguard Intermediate-Term Bond ETF 103,162 shares (about $7.71M)iShares Emerging Markets Dividend ETF 108,029 shares (about $2.80M)Xtrackers USD High Yield Corporate Bond ETF 48,063 shares (about $1.74M)Apple 6,717 shares (about $1.68M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 17,311 shares (about $1.58M) 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 PortfolioSectorAAPLApple$15,987,824$1,681,387 ▼-9.5%63,87014.7%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$7,126,545$6,306,284 ▲768.8%313,9986.6%ETFVIGIVanguard International Dividend Appreciation ETF$5,235,399$1,500,016 ▼-22.3%65,0164.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$5,148,875$522,496 ▼-9.2%64,1524.7%ETFDVYEiShares Emerging Markets Dividend ETF$4,074,528$2,796,808 ▼-40.7%157,3823.8%ETFVCLTVanguard Long-Term Corporate Bond ETF$3,832,540$447,704 ▼-10.5%51,2773.5%ManufacturingSPEMSPDR Portfolio Emerging Markets ETF$2,815,478$1,028,059 ▼-26.7%73,2532.6%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$2,701,744$1,582,845 ▼-36.9%29,5482.5%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$2,522,450$1,144,101 ▼-31.2%48,9742.3%ManufacturingSPSBSPDR Portfolio Short Term Corporate Bond ETF$2,147,256$688,062 ▼-24.3%71,9112.0%ETFVWOBVanguard Emerging Markets Government Bond ETF$2,097,815$504,984 ▼-19.4%33,1591.9%ETFAMZNAmazon.com$1,845,310$743,573 ▼-28.7%8,3981.7%Retail/WholesaleCINFCincinnati Financial$1,801,503$113,832 ▼-5.9%12,5501.7%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$1,650,928$1,227,761 ▲290.1%58,7741.5%ETFBIVVanguard Intermediate-Term Bond ETF$1,435,306$7,706,711 ▼-84.3%19,2131.3%ETFBIBLInspire 100 ETF$1,413,611$688,909 ▼-32.8%36,3341.3%ETFMGVVanguard Mega Cap Value ETF$1,376,112$423,380 ▲44.4%10,7001.3%ETFVWOVanguard FTSE Emerging Markets ETF$1,343,751$798,990 ▲146.7%29,9061.2%ETFMETAMeta Platforms$1,309,167$338,649 ▼-20.6%2,2191.2%Computer and TechnologyVBVanguard Small-Cap ETF$1,210,748$129,294 ▼-9.6%5,0381.1%ETFMSFTMicrosoft$1,175,609$653,583 ▼-35.7%2,7971.1%Computer and TechnologySPHYSPDR Portfolio High Yield Bond ETF$1,144,904$1,267,650 ▼-52.5%48,7171.1%ETFHFXINYLI FTSE International Equity Currency Neutral ETF$1,090,288$339,548 ▲45.2%40,5101.0%ETFIAGGiShares Core International Aggregate Bond ETF$1,018,894$21,535 ▼-2.1%20,3920.9%ETFVBKVanguard Small-Cap Growth ETF$997,242$579,394 ▲138.7%3,4940.9%ETFVOVanguard Mid-Cap ETF$984,151$19,546 ▲2.0%3,7260.9%ETFNVDANVIDIA$958,414$1,471,491 ▼-60.6%7,1450.9%Computer and TechnologySCHPSchwab U.S. TIPS ETF$857,205$346,433 ▲67.8%33,1170.8%ETFVOOVanguard S&P 500 ETF$854,049$47,597 ▲5.9%1,5790.8%ETFVBRVanguard Small-Cap Value ETF$846,292$339,439 ▲67.0%4,2210.8%ETFGOOGLAlphabet$845,362$205,827 ▼-19.6%4,4850.8%Computer and TechnologyWMTWalmart$761,375$714,691 ▼-48.4%8,2850.7%Retail/WholesaleVVisa$756,252$598,819 ▼-44.2%2,3730.7%Business ServicesQQQInvesco QQQ$754,010$41,918 ▼-5.3%1,4750.7%FinanceTSLATesla$719,259$325,360 ▼-31.1%1,8260.7%Auto/Tires/TrucksIEZiShares U.S. Oil Equipment & Services ETF$644,201$118,761 ▼-15.6%32,5190.6%ETFDTDWisdomTree Total U.S. Dividend Fund$613,695$70,178 ▲12.9%8,0540.6%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$612,307$47,135 ▼-7.1%11,0420.6%ManufacturingBRK.BBerkshire Hathaway$602,438$340,291 ▼-36.1%1,3260.6%FinanceLLYEli Lilly and Company$550,552$372,226 ▼-40.3%7070.5%MedicalSLViShares Silver Trust$546,505$152,029 ▲38.5%20,7560.5%ETFMSTRMicroStrategy$526,782$460,241 ▼-46.6%1,8050.5%Computer and TechnologySPTSSPDR Portfolio Short Term Treasury ETF$523,297$523,297 ▲New Holding17,5250.5%ETFVTIVanguard Total Stock Market ETF$519,905$142,404 ▲37.7%1,7780.5%ETFDIASPDR Dow Jones Industrial Average ETF Trust$488,723$80,097 ▲19.6%1,1410.5%FinanceDFPFlaherty & Crumrine Dynamic Preferred and Income Fund$485,320$456,686 ▼-48.5%24,3390.4%Financial ServicesSCHDSchwab US Dividend Equity ETF$477,207$477,207 ▲New Holding17,4670.4%ETFVTEBVanguard Tax-Exempt Bond ETF$460,544$921,088 ▼-66.7%9,1870.4%ETFHYLBXtrackers USD High Yield Corporate Bond ETF$441,706$1,735,446 ▼-79.7%12,2330.4%ETFMGCVanguard Mega Cap ETF$420,813$71,234 ▲20.4%1,9790.4%ETFVYMVanguard High Dividend Yield ETF$417,580$147,997 ▼-26.2%3,2730.4%ETFABBVAbbVie$415,551$321,319 ▼-43.6%2,3240.4%MedicalGEGeneral Electric$410,442$820,216 ▼-66.6%2,4580.4%TransportationSCHOSchwab Short-Term U.S. Treasury ETF$392,256$191,952 ▲95.8%16,2970.4%ETFPNRPentair$377,259$227,279 ▼-37.6%3,7580.3%Business ServicesJNJJohnson & Johnson$375,020$307,548 ▼-45.1%2,5790.3%MedicalIBKRInteractive Brokers Group$370,185$413,451 ▼-52.8%2,0620.3%FinancePGProcter & Gamble$359,121$564,021 ▼-61.1%2,1400.3%Consumer StaplesEMREmerson Electric$346,411$188,951 ▼-35.3%2,7940.3%Industrial ProductsCTASCintas$337,147$156,117 ▼-31.6%1,8270.3%Business ServicesXOMExxon Mobil$335,469$333,101 ▼-49.8%3,1170.3%Oils/EnergyGOOGAlphabet$335,209$39,235 ▼-10.5%1,7600.3%Computer and TechnologyIVViShares Core S&P 500 ETF$332,564$555,647 ▼-62.6%5650.3%ETFAFLAflac$328,035$135,432 ▼-29.2%3,1730.3%FinanceADPAutomatic Data Processing$326,818$140,191 ▼-30.0%1,1120.3%Business ServicesISMDInspire Small/Mid Cap ETF$313,630$179,083 ▼-36.3%8,3590.3%ETFGWWW.W. Grainger$313,424$120,952 ▼-27.8%2980.3%Industrial ProductsCATCaterpillar$313,323$123,737 ▼-28.3%8660.3%Industrial ProductsGDGeneral Dynamics$307,420$240,475 ▼-43.9%1,1710.3%AerospaceDOVDover$306,302$141,254 ▼-31.6%1,6220.3%Industrial ProductsABTAbbott Laboratories$306,213$159,185 ▼-34.2%2,6700.3%MedicalIBMInternational Business Machines$303,775$164,535 ▼-35.1%1,3570.3%Computer and TechnologySPGIS&P Global$302,655$170,369 ▼-36.0%6040.3%Business ServicesLOWLowe's Companies$298,724$380,014 ▼-56.0%1,2090.3%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$294,400$138,990 ▼-32.1%5020.3%FinanceSCHFSchwab International Equity ETF$292,430$54,982 ▲23.2%15,8070.3%ETFCVXChevron$288,894$146,200 ▼-33.6%1,9780.3%Oils/EnergyCAHCardinal Health$286,143$113,052 ▼-28.3%2,4020.3%MedicalSYYSysco$286,129$129,817 ▼-31.2%3,7690.3%Consumer StaplesATOAtmos Energy$274,215$118,500 ▼-30.2%1,9600.3%UtilitiesPPGPPG Industries$270,025$100,023 ▼-27.0%2,2650.2%Basic MaterialsLINDE PLC$269,649$151,493 ▼-36.0%6390.2%SHSCBChubb$268,825$121,893 ▼-31.2%9770.2%FinanceITWIllinois Tool Works$267,745$135,015 ▼-33.5%1,0550.2%Industrial ProductsKOCoca-Cola$266,168$207,265 ▼-43.8%4,2250.2%Consumer StaplesSHWSherwin-Williams$263,275$123,954 ▼-32.0%7710.2%Basic MaterialsIMCGiShares Morningstar Mid-Cap Growth ETF$262,126$262,126 ▲New Holding3,3410.2%ETFIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$257,500$17,965 ▲7.5%9,6750.2%ETFGPCGenuine Parts$257,388$75,130 ▼-22.6%2,1960.2%Retail/WholesaleSAIASaia$255,399$221,987 ▼-46.5%5580.2%TransportationBROBrown & Brown$253,603$103,354 ▼-29.0%2,4660.2%FinanceGMGeneral Motors$252,633$54,918 ▼-17.9%4,7520.2%Auto/Tires/TrucksDFACDimensional U.S. Core Equity 2 ETF$250,448$500,931 ▼-66.7%7,2400.2%ETFGRAYSCALE BITCOIN TRUST ETF$248,485$204,443 ▼-45.1%3,3570.2%SHS REP COM UTECLEcolab$244,032$82,293 ▼-25.2%1,0290.2%Basic MaterialsEXPDExpeditors International of Washington$241,541$90,522 ▼-27.3%2,1800.2%TransportationMCDMcDonald's$239,868$146,489 ▼-37.9%8220.2%Retail/WholesaleROPRoper Technologies$239,542$102,736 ▼-30.0%4570.2%Computer and TechnologyCLColgate-Palmolive$238,144$102,333 ▼-30.1%2,6320.2%Consumer StaplesCLXClorox$237,568$117,495 ▼-33.1%1,4740.2%Consumer StaplesShowing 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. 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