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",
  "WST",
  null,
  null,
  null,
  "NABL",
  "SCHD",
  "SCHG",
  "SCHF",
  "SCHA",
  "LUMN",
  "NDSN",
  "SJM",
  "CRM",
  "SYY",
  "DIA",
  null,
  null,
  null,
  null,
  "GWW",
  null,
  "NUE",
  null,
  "STE",
  "KMB",
  "ADP",
  "BRK-B",
  "BDX",
  "BF-B",
  "CHRW",
  "CVX",
  "CINF",
  "CB",
  "CHD",
  "CTAS",
  "CSCO",
  "CLX",
  "KO",
  "CL",
  "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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78468R606

Shares:85.2K

Value:$2.0M

% of Portfolio:0.9% ($2.0M/$224.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.7K

Value:$2.0M

% of Portfolio:0.9% ($2.0M/$224.8M)

921910840

MGV|921910840

Shares:14.8K

Value:$1.9M

% of Portfolio:0.8% ($1.9M/$224.8M)

808524870

Shares:69.5K

Value:$1.9M

% of Portfolio:0.8% ($1.9M/$224.8M)

Tesla, Inc.

TSLA|88160R101

Shares:6.9K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$224.8M)

922042858

VWO|922042858

Shares:39.6K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$224.8M)

46435G672

Shares:34.8K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$224.8M)

Meta Platforms, Inc.

META|30303M102

Shares:2.7K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$224.8M)

46138E297

Shares:62.9K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$224.8M)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:7.4K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$224.8M)

Walmart Inc.

WMT|931142103

Shares:17.2K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$224.8M)

922908751

VB|922908751

Shares:6.4K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$224.8M)

Alphabet Inc.

GOOGL|02079K305

Shares:8.8K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$224.8M)

Flaherty & Crumrine Dynamic Preferred & Income Fund Inc

DFP|33848W106

Shares:66.7K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$224.8M)

922908595

VBK|922908595

Shares:5.3K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$224.8M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:2.7K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$224.8M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:3.3K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$224.8M)

VISA INC.

V|92826C839

Shares:3.3K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$224.8M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:2.0K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$224.8M)

922908611

VBR|922908611

Shares:6.0K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$224.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78468R606)✕	85.2K	QoQ +74.86% (+36.5K) YoY -36.91% (-49.8K)	All Managers (Combined)	$2.0M	0.9% ($2.0M/$224.8M)	QoQ +74.25% (+$850.2K) YoY -36.91% (-$1.2M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.7K	QoQ +181.97% (+2.4K) YoY -1.99% (-76)	All Managers (Combined)	$2.0M	0.9% ($2.0M/$224.8M)	QoQ +230.57% (+$1.4M) YoY +34.24% (-$508.0K)
(MGVcusip921910840)	14.8K	QoQ +37.86% (+4.1K) YoY -4.28% (-660)	All Managers (Combined)	$1.9M	0.8% ($1.9M/$224.8M)	QoQ +38.11% (+$524.5K) YoY +8.06% (-$141.9K)
(cusip808524870)✕	69.5K	QoQ +109.73% (+36.3K) YoY +95.59% (+33.9K)	All Managers (Combined)	$1.9M	0.8% ($1.9M/$224.8M)	QoQ +117.87% (+$1.0M) YoY +0.79% (+$14.7K)
Tesla, Inc.(TSLAcusip88160R101)	6.9K	QoQ +279.40% (+5.1K) YoY +137.09% (+4.0K)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$224.8M)	QoQ +149.63% (+$1.1M) YoY +193.13% (+$1.2M)
(VWOcusip922042858)	39.6K	QoQ +32.46% (+9.7K) YoY +364.80% (+31.1K)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$224.8M)	QoQ +33.42% (+$449.2K) YoY +407.69% (+$1.4M)
(cusip46435G672)✕	34.8K	QoQ +70.77% (+14.4K) YoY +2.68% (+909)	All Managers (Combined)	$1.7M	0.8% ($1.7M/$224.8M)	QoQ +70.86% (+$722.0K) YoY +2.91% (+$49.3K)
Meta Platforms, Inc.(METAcusip30303M102)	2.7K	QoQ +22.17% (+492) YoY -42.98% (-2.0K)	All Managers (Combined)	$1.6M	0.7% ($1.6M/$224.8M)	QoQ +19.33% (+$253.2K) YoY -22.12% (-$443.9K)
(cusip46138E297)✕	62.9K	QoQ NEW(+62.9K) YoY -58.01% (-87.0K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$224.8M)	QoQ NEW(+$1.5M) YoY -57.46% (-$2.1M)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	7.4K	QoQ NEW(+7.4K) YoY NEW(+7.4K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$224.8M)	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
Walmart Inc.(WMTcusip931142103)	17.2K	QoQ +107.70% (+8.9K) YoY +12.65% (+1.9K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$224.8M)	QoQ +98.85% (+$752.7K) YoY +26.01% (+$312.5K)
(VBcusip922908751)	6.4K	QoQ +26.35% (+1.3K) YoY +491.63% (+5.3K)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$224.8M)	QoQ +16.59% (+$201.0K) YoY +487.40% (+$1.2M)
Alphabet Inc.(GOOGLcusip02079K305)	8.8K	QoQ +95.09% (+4.3K) YoY -0.04% (-4)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$224.8M)	QoQ +60.05% (+$507.7K) YoY +6.65% (-$84.4K)
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc(DFPcusip33848W106)	66.7K	QoQ +173.98% (+42.3K) YoY -20.15% (-16.8K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$224.8M)	QoQ +178.11% (+$864.4K) YoY -12.58% (-$194.3K)
(VBKcusip922908595)	5.3K	QoQ +50.51% (+1.8K) YoY +97.33% (+2.6K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$224.8M)	QoQ +32.77% (+$326.8K) YoY +97.31% (+$653.0K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	2.7K	QoQ +81.62% (+1.2K) YoY +19.01% (+428)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$224.8M)	QoQ +66.86% (+$504.2K) YoY +31.39% (+$300.6K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	3.3K	QoQ +329.96% (+2.5K) YoY +39.57% (+940)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$224.8M)	QoQ +339.53% (+$893.9K) YoY +48.23% (+$376.5K)
VISA INC.(Vcusip92826C839)	3.3K	QoQ +37.80% (+897) YoY -20.49% (-843)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$224.8M)	QoQ +51.51% (+$389.6K) YoY +3.33% (-$37.0K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.0K	QoQ +299.20% (+1.5K) YoY -74.71% (-5.9K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$224.8M)	QoQ +281.96% (+$830.1K) YoY -70.16% (-$2.6M)
(VBRcusip922908611)	6.0K	QoQ +41.83% (+1.8K) YoY +9.31% (+510)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$224.8M)	QoQ +31.78% (+$269.0K) YoY +9.63% (+$98.0K)