Revisor Wealth Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RW Revisor Wealth Management LLC | Institutional Filer | ▼ 3.06% | $362.1M | 327 |
Current Portfolio Holdings
Showing all 327 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SCHZ | SCHWAB STRATEGIC TR | — | 797K | $18.5M | 5.11% |
| 2 | AAPL | Apple Inc. | Technology | 52K | $13.3M | 3.68% |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | — | 134K | $11.1M | 3.05% |
| 4 | VIGI | VANGUARD WHITEHALL FDS | — | 108K | $9.6M | 2.65% |
| 5 | VCLT | VANGUARD SCOTTSDALE FDS | — | 120K | $8.9M | 2.47% |
| 6 | MSFT | Microsoft Corporation | Technology | 24K | $8.8M | 2.44% |
| 7 | SPEM | SPDR INDEX SHS FDS | — | 188K | $8.8M | 2.44% |
| 8 | DVYE | ISHARES INC | — | 225K | $7.7M | 2.12% |
| 9 | SPSB | SPDR SERIES TRUST | — | 216K | $6.5M | 1.79% |
| 10 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 28K | $5.9M | 1.62% |
| 11 | MCD | McDonald's Corporation | Consumer Cyclical | 18K | $5.5M | 1.52% |
| 12 | NVDA | NVIDIA Corporation | Technology | 29K | $5.1M | 1.42% |
| 13 | CRM | Salesforce, Inc. | Technology | 26K | $4.8M | 1.32% |
| 14 | TSLA | Tesla, Inc. | Consumer Cyclical | 12K | $4.4M | 1.21% |
| 15 | CINF | Cincinnati Financial Corporation | Financial Services | 27K | $4.3M | 1.20% |
Showing 1 to 15 of 327 holdings