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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45409B560

Shares:39.5K

Value:$1.1M

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

PROCTER & GAMBLE Co

PG|742718109

Shares:6.3K

Value:$1.1M

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

922908629

VO|922908629

Shares:4.0K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$224.8M)

315948109

Shares:14.1K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$224.8M)

922907746

VTEB|922907746

Shares:19.1K

Value:$950.1K

% of Portfolio:0.4% ($950.1K/$224.8M)

46435U432

Shares:35.4K

Value:$945.9K

% of Portfolio:0.4% ($945.9K/$224.8M)

921910873

MGC|921910873

Shares:4.7K

Value:$937.4K

% of Portfolio:0.4% ($937.4K/$224.8M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:3.7K

Value:$931.3K

% of Portfolio:0.4% ($931.3K/$224.8M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:3.4K

Value:$918.8K

% of Portfolio:0.4% ($918.8K/$224.8M)

46429B655

Shares:17.9K

Value:$912.7K

% of Portfolio:0.4% ($912.7K/$224.8M)

EXXON MOBIL CORP

XOM|30231G102

Shares:7.6K

Value:$902.6K

% of Portfolio:0.4% ($902.6K/$224.8M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:5.4K

Value:$891.6K

% of Portfolio:0.4% ($891.6K/$224.8M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:2.0K

Value:$860.4K

% of Portfolio:0.4% ($860.4K/$224.8M)

25434V708

DFAC|25434V708

Shares:25.7K

Value:$847.8K

% of Portfolio:0.4% ($847.8K/$224.8M)

COCA COLA CO

KO|191216100

Shares:11.4K

Value:$820.4K

% of Portfolio:0.4% ($820.4K/$224.8M)

AbbVie Inc.

ABBV|00287Y109

Shares:3.9K

Value:$818.7K

% of Portfolio:0.4% ($818.7K/$224.8M)

922908363

VOO|922908363

Shares:1.6K

Value:$809.6K

% of Portfolio:0.4% ($809.6K/$224.8M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:2.6K

Value:$800.3K

% of Portfolio:0.4% ($800.3K/$224.8M)

LOWES COMPANIES INC

LOW|548661107

Shares:3.4K

Value:$790.1K

% of Portfolio:0.4% ($790.1K/$224.8M)

72201R866

Shares:14.9K

Value:$766.8K

% of Portfolio:0.3% ($766.8K/$224.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45409B560)✕	39.5K	QoQ -2.58% (-1.0K) YoY -39.03% (-25.3K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$224.8M)	QoQ -0.39% (-$4.3K) YoY -35.05% (-$586.2K)
PROCTER & GAMBLE Co(PGcusip742718109)	6.3K	QoQ +192.75% (+4.1K) YoY -32.59% (-3.0K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$224.8M)	QoQ +197.24% (+$708.3K) YoY -25.56% (-$366.6K)
(VOcusip922908629)	4.0K	QoQ +8.66% (+323) YoY NEW(+4.0K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$224.8M)	QoQ +6.40% (+$63.0K) YoY NEW(+$1.0M)
(cusip315948109)✕	14.1K	QoQ NEW(+14.1K) YoY NEW(+14.1K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$224.8M)	QoQ NEW(+$1.0M) YoY NEW(+$1.0M)
(VTEBcusip922907746)	19.1K	QoQ +108.42% (+10.0K) YoY NEW(+19.1K)	All Managers (Combined)	$950.1K	0.4% ($950.1K/$224.8M)	QoQ +106.30% (+$489.6K) YoY NEW(+$950.1K)
(cusip46435U432)✕	35.4K	QoQ +265.49% (+25.7K) YoY NEW(+35.4K)	All Managers (Combined)	$945.9K	0.4% ($945.9K/$224.8M)	QoQ +267.35% (+$688.4K) YoY NEW(+$945.9K)
(MGCcusip921910873)	4.7K	QoQ +135.21% (+2.7K) YoY NEW(+4.7K)	All Managers (Combined)	$937.4K	0.4% ($937.4K/$224.8M)	QoQ +122.75% (+$516.5K) YoY NEW(+$937.4K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	3.7K	QoQ +176.12% (+2.4K) YoY -6.37% (-255)	All Managers (Combined)	$931.3K	0.4% ($931.3K/$224.8M)	QoQ +206.58% (+$627.6K) YoY +31.22% (-$221.6K)
AMERICAN EXPRESS CO(AXPcusip025816109)	3.4K	QoQ NEW(+3.4K) YoY -37.33% (-2.0K)	All Managers (Combined)	$918.8K	0.4% ($918.8K/$224.8M)	QoQ NEW(+$918.8K) YoY -18.76% (-$212.2K)
(cusip46429B655)✕	17.9K	QoQ +314.82% (+13.6K) YoY +244.75% (+12.7K)	All Managers (Combined)	$912.7K	0.4% ($912.7K/$224.8M)	QoQ +316.20% (+$693.4K) YoY +245.69% (+$648.7K)
EXXON MOBIL CORP(XOMcusip30231G102)	7.6K	QoQ +143.50% (+4.5K) YoY -30.76% (-3.4K)	All Managers (Combined)	$902.6K	0.4% ($902.6K/$224.8M)	QoQ +169.04% (+$567.1K) YoY -23.84% (-$282.7K)
JOHNSON & JOHNSON(JNJcusip478160104)	5.4K	QoQ +108.49% (+2.8K) YoY -24.39% (-1.7K)	All Managers (Combined)	$891.6K	0.4% ($891.6K/$224.8M)	QoQ +137.75% (+$516.6K) YoY -20.38% (-$228.3K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	2.0K	QoQ +79.22% (+904) YoY +2.91% (+58)	All Managers (Combined)	$860.4K	0.4% ($860.4K/$224.8M)	QoQ +76.05% (+$371.7K) YoY +11.65% (+$89.8K)
(DFACcusip25434V708)	25.7K	QoQ +254.95% (+18.5K) YoY -0.81% (-212)	All Managers (Combined)	$847.8K	0.4% ($847.8K/$224.8M)	QoQ +238.51% (+$597.4K) YoY +6.96% (-$55.2K)
COCA COLA CO(KOcusip191216100)	11.4K	QoQ +169.58% (+7.2K) YoY -20.06% (-2.9K)	All Managers (Combined)	$820.4K	0.4% ($820.4K/$224.8M)	QoQ +208.24% (+$554.3K) YoY -4.12% (-$35.3K)
AbbVie Inc.(ABBVcusip00287Y109)	3.9K	QoQ +68.20% (+1.6K) YoY -44.38% (-3.1K)	All Managers (Combined)	$818.7K	0.4% ($818.7K/$224.8M)	QoQ +97.00% (+$403.1K) YoY -30.82% (-$364.7K)
(VOOcusip922908363)	1.6K	QoQ -0.25% (-4) YoY -16.93% (-321)	All Managers (Combined)	$809.6K	0.4% ($809.6K/$224.8M)	QoQ -5.20% (-$44.5K) YoY -7.46% (-$65.4K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	2.6K	QoQ +134.80% (+1.5K) YoY -5.77% (-160)	All Managers (Combined)	$800.3K	0.4% ($800.3K/$224.8M)	QoQ +144.86% (+$473.4K) YoY +19.70% (-$131.8K)
LOWES COMPANIES INC(LOWcusip548661107)	3.4K	QoQ +180.31% (+2.2K) YoY -35.80% (-1.9K)	All Managers (Combined)	$790.1K	0.4% ($790.1K/$224.8M)	QoQ +164.48% (+$491.4K) YoY -37.27% (-$469.4K)
(cusip72201R866)✕	14.9K	QoQ NEW(+14.9K) YoY NEW(+14.9K)	All Managers (Combined)	$766.8K	0.3% ($766.8K/$224.8M)	QoQ NEW(+$766.8K) YoY NEW(+$766.8K)