Revisor-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "TROW",
  "MOS",
  null,
  "MMM",
  "ABT",
  "ABBV",
  "APD",
  "GOOGL",
  "AXP",
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  null,
  null,
  "CRON",
  null,
  null,
  "JMIA",
  "DUK",
  "ESS",
  "FRT",
  null,
  "EXPD",
  "PNR",
  null,
  "IBKR",
  "GD",
  "HON",
  "BITB",
  "HD",
  "MCD",
  "DFP",
  "BEN",
  null,
  null,
  "HUBB",
  "HWM",
  "ITW",
  "RIVN",
  "EMR",
  "MUB",
  "META",
  null,
  null,
  null,
  "SWK",
  "LAC.TO",
  "LIN",
  null,
  null,
  "MMC",
  null,
  null,
  "MA",
  "MDT",
  "MSFT",
  "ERIE",
  "GE",
  "GPC",
  "HRL",
  null,
  null,
  "ADM",
  "AMP",
  "FAST",
  "IJR",
  "IWD",
  "ORCL",
  "NOC",
  null,
  "IWF",
  "PEP",
  null,
  "PGR",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  "NVDA",
  "LDOS",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MKC",
  "KVUE",
  null,
  "MSTR",
  "PPG",
  "SPGI",
  null,
  "SCHX",
  null,
  "SHW",
  "ROP",
  "O",
  "RTX",
  "GLD",
  null,
  null,
  "RSG",
  "SPLG",
  "IBM",
  "SBUX",
  "TGT",
  "BIV",
  "VNQ",
  "VO",
  "VV",
  "RCL",
  "VOE",
  "FMAO",
  "VWO",
  null,
  "VCIT",
  null,
  "VIG",
  null,
  "LYG",
  "TSM",
  "VYM",
  "MGC",
  "ATO",
  "AMCR",
  "GM",
  "ALB",
  "AFL",
  "VFC",
  "SDY",
  "DOV",
  "CAH",
  "ES",
  null,
  null,
  "AOS",
  "FDS",
  "VIGI",
  "AMZN",
  null,
  null,
  null,
  "DOX",
  "VEA",
  null,
  null,
  null,
  "VOOG",
  "VBK",
  "MGV",
  "VTEB",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WBA",
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  null,
  null,
  null,
  "NABL",
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  null,
  null,
  null,
  null,
  "GWW",
  null,
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  null,
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  "CTAS",
  "CSCO",
  "CLX",
  "KO",
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  "COP",
  "CORT",
  "ED",
  "CRVL",
  "COST",
  "DFAC",
  "USMV",
  "NEE",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 221
Total Value: 224804222
Accession Number: 0001754960-25-000257
Form Type: 13F-HR
CIK: revisor-wealth-management
Manager Name: Revisor-Wealth-Management

Data Enrichment

78% identified

172 identified49 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

221 positions • $224.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:486

Value:$235.3K

% of Portfolio:0.1% ($235.3K/$224.8M)

CONOCOPHILLIPS

COP|20825C104

Shares:2.2K

Value:$235.1K

% of Portfolio:0.1% ($235.1K/$224.8M)

922908553

VNQ|922908553

Shares:2.6K

Value:$231.2K

% of Portfolio:0.1% ($231.2K/$224.8M)

Philip Morris International Inc.

PM|718172109

Shares:1.4K

Value:$228.7K

% of Portfolio:0.1% ($228.7K/$224.8M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:509

Value:$227.4K

% of Portfolio:0.1% ($227.4K/$224.8M)

STARBUCKS CORP

SBUX|855244109

Shares:2.3K

Value:$225.6K

% of Portfolio:0.1% ($225.6K/$224.8M)

General Motors Co

GM|37045V100

Shares:4.7K

Value:$221.8K

% of Portfolio:0.1% ($221.8K/$224.8M)

922908637

VV|922908637

Shares:853

Value:$219.2K

% of Portfolio:0.1% ($219.2K/$224.8M)

46137V506

Shares:4.7K

Value:$213.5K

% of Portfolio:0.1% ($213.5K/$224.8M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:410

Value:$210.1K

% of Portfolio:0.1% ($210.1K/$224.8M)

72201R882

Shares:2.9K

Value:$208.4K

% of Portfolio:0.1% ($208.4K/$224.8M)

STERIS plc

STE|G8473T100

Shares:900

Value:$204.0K

% of Portfolio:0.1% ($204.0K/$224.8M)

CORVEL CORP

CRVL|221006109

Shares:1.8K

Value:$201.0K

% of Portfolio:0.1% ($201.0K/$224.8M)

Walgreens Boots Alliance, Inc.

WBA|931427108

Shares:15.2K

Value:$169.3K

% of Portfolio:0.1% ($169.3K/$224.8M)

V F CORP

VFC|918204108

Shares:10.2K

Value:$158.2K

% of Portfolio:0.1% ($158.2K/$224.8M)

Rivian Automotive, Inc. / DE

RIVN|76954A103

Shares:11.3K

Value:$140.1K

% of Portfolio:0.1% ($140.1K/$224.8M)

Lumen Technologies, Inc.

LUMN|550241103

Shares:24.4K

Value:$95.5K

% of Portfolio:0.0% ($95.5K/$224.8M)

N-able, Inc.

NABL|62878D100

Shares:11.6K

Value:$82.1K

% of Portfolio:0.0% ($82.1K/$224.8M)

88166A508

Shares:16.5K

Value:$77.1K

% of Portfolio:0.0% ($77.1K/$224.8M)

Lloyds Banking Group plc

LYG|539439109

Shares:12.0K

Value:$45.7K

% of Portfolio:0.0% ($45.7K/$224.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	486	QoQ NEW(+486) YoY -45.27% (-402)	All Managers (Combined)	$235.3K	0.1% ($235.3K/$224.8M)	QoQ NEW(+$235.3K) YoY -35.24% (-$128.0K)
CONOCOPHILLIPS(COPcusip20825C104)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$235.1K	0.1% ($235.1K/$224.8M)	QoQ NEW(+$235.1K) YoY NEW(+$235.1K)
(VNQcusip922908553)	2.6K	QoQ NEW(+2.6K) YoY -54.17% (-3.0K)	All Managers (Combined)	$231.2K	0.1% ($231.2K/$224.8M)	QoQ NEW(+$231.2K) YoY -52.53% (-$255.9K)
Philip Morris International Inc.(PMcusip718172109)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$228.7K	0.1% ($228.7K/$224.8M)	QoQ NEW(+$228.7K) YoY NEW(+$228.7K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	509	QoQ NEW(+509) YoY +6.93% (+33)	All Managers (Combined)	$227.4K	0.1% ($227.4K/$224.8M)	QoQ NEW(+$227.4K) YoY +5.27% (+$11.4K)
STARBUCKS CORP(SBUXcusip855244109)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$225.6K	0.1% ($225.6K/$224.8M)	QoQ NEW(+$225.6K) YoY NEW(+$225.6K)
General Motors Co(GMcusip37045V100)	4.7K	QoQ -0.75% (-36) YoY NEW(+4.7K)	All Managers (Combined)	$221.8K	0.1% ($221.8K/$224.8M)	QoQ -12.20% (-$30.8K) YoY NEW(+$221.8K)
(VVcusip922908637)	853	QoQ NEW(+853) YoY -80.07% (-3.4K)	All Managers (Combined)	$219.2K	0.1% ($219.2K/$224.8M)	QoQ NEW(+$219.2K) YoY -77.51% (-$755.8K)
(cusip46137V506)✕	4.7K	QoQ NEW(+4.7K) YoY -50.00% (-4.7K)	All Managers (Combined)	$213.5K	0.1% ($213.5K/$224.8M)	QoQ NEW(+$213.5K) YoY -44.48% (-$171.1K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	410	QoQ NEW(+410) YoY NEW(+410)	All Managers (Combined)	$210.1K	0.1% ($210.1K/$224.8M)	QoQ NEW(+$210.1K) YoY NEW(+$210.1K)
(cusip72201R882)✕	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$208.4K	0.1% ($208.4K/$224.8M)	QoQ NEW(+$208.4K) YoY NEW(+$208.4K)
STERIS plc(STEcusipG8473T100)	900	QoQ NEW(+900) YoY -43.75% (-700)	All Managers (Combined)	$204.0K	0.1% ($204.0K/$224.8M)	QoQ NEW(+$204.0K) YoY -42.65% (-$151.8K)
CORVEL CORP(CRVLcusip221006109)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$201.0K	0.1% ($201.0K/$224.8M)	QoQ NEW(+$201.0K) YoY NEW(+$201.0K)
Walgreens Boots Alliance, Inc.(WBAcusip931427108)	15.2K	QoQ NEW(+15.2K) YoY -30.25% (-6.6K)	All Managers (Combined)	$169.3K	0.1% ($169.3K/$224.8M)	QoQ NEW(+$169.3K) YoY -67.35% (-$349.4K)
V F CORP(VFCcusip918204108)	10.2K	QoQ NEW(+10.2K) YoY NEW(+10.2K)	All Managers (Combined)	$158.2K	0.1% ($158.2K/$224.8M)	QoQ NEW(+$158.2K) YoY NEW(+$158.2K)
Rivian Automotive, Inc. / DE(RIVNcusip76954A103)	11.3K	QoQ NEW(+11.3K) YoY NEW(+11.3K)	All Managers (Combined)	$140.1K	0.1% ($140.1K/$224.8M)	QoQ NEW(+$140.1K) YoY NEW(+$140.1K)
Lumen Technologies, Inc.(LUMNcusip550241103)	24.4K	QoQ NEW(+24.4K) YoY NEW(+24.4K)	All Managers (Combined)	$95.5K	0.0% ($95.5K/$224.8M)	QoQ NEW(+$95.5K) YoY NEW(+$95.5K)
N-able, Inc.(NABLcusip62878D100)	11.6K	QoQ NEW(+11.6K) YoY NEW(+11.6K)	All Managers (Combined)	$82.1K	0.0% ($82.1K/$224.8M)	QoQ NEW(+$82.1K) YoY NEW(+$82.1K)
(cusip88166A508)✕	16.5K	QoQ +44.83% (+5.1K) YoY NEW(+16.5K)	All Managers (Combined)	$77.1K	0.0% ($77.1K/$224.8M)	QoQ +40.63% (+$22.3K) YoY NEW(+$77.1K)
Lloyds Banking Group plc(LYGcusip539439109)	12.0K	QoQ NEW(+12.0K) YoY NEW(+12.0K)	All Managers (Combined)	$45.7K	0.0% ($45.7K/$224.8M)	QoQ NEW(+$45.7K) YoY NEW(+$45.7K)