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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ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:3.1K

Value:$764.4K

% of Portfolio:0.3% ($764.4K/$224.8M)

GENERAL ELECTRIC CO

GE|369604301

Shares:3.7K

Value:$736.1K

% of Portfolio:0.3% ($736.1K/$224.8M)

922908769

VTI|922908769

Shares:2.6K

Value:$722.2K

% of Portfolio:0.3% ($722.2K/$224.8M)

97717W109

Shares:9.4K

Value:$719.6K

% of Portfolio:0.3% ($719.6K/$224.8M)

46138E537

Shares:30.3K

Value:$697.9K

% of Portfolio:0.3% ($697.9K/$224.8M)

CINTAS CORP

CTAS|172908105

Shares:3.3K

Value:$679.1K

% of Portfolio:0.3% ($679.1K/$224.8M)

MOSAIC CO

MOS|61945C103

Shares:24.7K

Value:$666.6K

% of Portfolio:0.3% ($666.6K/$224.8M)

PENTAIR plc

PNR|G7S00T104

Shares:7.4K

Value:$648.7K

% of Portfolio:0.3% ($648.7K/$224.8M)

CATERPILLAR INC

CAT|149123101

Shares:2.0K

Value:$648.0K

% of Portfolio:0.3% ($648.0K/$224.8M)

33733E104

Shares:7.0K

Value:$631.1K

% of Portfolio:0.3% ($631.1K/$224.8M)

78464A284

Shares:24.9K

Value:$629.0K

% of Portfolio:0.3% ($629.0K/$224.8M)

LINDE PLC

LIN|G54950103

Shares:1.4K

Value:$628.9K

% of Portfolio:0.3% ($628.9K/$224.8M)

808524201

SCHX|808524201

Shares:27.7K

Value:$612.5K

% of Portfolio:0.3% ($612.5K/$224.8M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.5K

Value:$605.2K

% of Portfolio:0.3% ($605.2K/$224.8M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.1K

Value:$595.5K

% of Portfolio:0.3% ($595.5K/$224.8M)

33739N108

Shares:11.8K

Value:$593.6K

% of Portfolio:0.3% ($593.6K/$224.8M)

CHEVRON CORP

CVX|166764100

Shares:3.5K

Value:$592.9K

% of Portfolio:0.3% ($592.9K/$224.8M)

CARDINAL HEALTH INC

CAH|14149Y108

Shares:4.3K

Value:$589.6K

% of Portfolio:0.3% ($589.6K/$224.8M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:2.2K

Value:$588.9K

% of Portfolio:0.3% ($588.9K/$224.8M)

AFLAC INC

AFL|001055102

Shares:5.3K

Value:$586.0K

% of Portfolio:0.3% ($586.0K/$224.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	3.1K	QoQ +190.42% (+2.0K) YoY +10.81% (+299)	All Managers (Combined)	$764.4K	0.3% ($764.4K/$224.8M)	QoQ +185.49% (+$496.6K) YoY +4.27% (+$31.3K)
GENERAL ELECTRIC CO(GEcusip369604301)	3.7K	QoQ +49.34% (+1.2K) YoY -75.01% (-11.0K)	All Managers (Combined)	$736.1K	0.3% ($736.1K/$224.8M)	QoQ +79.33% (+$325.6K) YoY -66.94% (-$1.5M)
(VTIcusip922908769)	2.6K	QoQ +47.80% (+850) YoY +136.33% (+1.5K)	All Managers (Combined)	$722.2K	0.3% ($722.2K/$224.8M)	QoQ +38.91% (+$202.3K) YoY +155.52% (+$439.6K)
(cusip97717W109)✕	9.4K	QoQ +16.10% (+1.3K) YoY -11.17% (-1.2K)	All Managers (Combined)	$719.6K	0.3% ($719.6K/$224.8M)	QoQ +17.25% (+$105.9K) YoY +0.82% (-$5.9K)
(cusip46138E537)✕	30.3K	QoQ NEW(+30.3K) YoY NEW(+30.3K)	All Managers (Combined)	$697.9K	0.3% ($697.9K/$224.8M)	QoQ NEW(+$697.9K) YoY NEW(+$697.9K)
CINTAS CORP(CTAScusip172908105)	3.3K	QoQ +80.89% (+1.5K) YoY +166.53% (-2.1K)	All Managers (Combined)	$679.1K	0.3% ($679.1K/$224.8M)	QoQ +101.43% (+$342.0K) YoY -15.02% (-$120.1K)
MOSAIC CO(MOScusip61945C103)	24.7K	QoQ NEW(+24.7K) YoY NEW(+24.7K)	All Managers (Combined)	$666.6K	0.3% ($666.6K/$224.8M)	QoQ NEW(+$666.6K) YoY NEW(+$666.6K)
PENTAIR plc(PNRcusipG7S00T104)	7.4K	QoQ +97.33% (+3.7K) YoY -23.71% (-2.3K)	All Managers (Combined)	$648.7K	0.3% ($648.7K/$224.8M)	QoQ +71.94% (+$271.4K) YoY -15.53% (-$119.3K)
CATERPILLAR INC(CATcusip149123101)	2.0K	QoQ +126.90% (+1.1K) YoY -14.56% (-335)	All Managers (Combined)	$648.0K	0.3% ($648.0K/$224.8M)	QoQ +106.81% (+$334.7K) YoY -14.89% (-$113.4K)
(cusip33733E104)✕	7.0K	QoQ NEW(+7.0K) YoY NEW(+7.0K)	All Managers (Combined)	$631.1K	0.3% ($631.1K/$224.8M)	QoQ NEW(+$631.1K) YoY NEW(+$631.1K)
(cusip78464A284)✕	24.9K	QoQ NEW(+24.9K) YoY NEW(+24.9K)	All Managers (Combined)	$629.0K	0.3% ($629.0K/$224.8M)	QoQ NEW(+$629.0K) YoY NEW(+$629.0K)
LINDE PLC(LINcusipG54950103)	1.4K	QoQ +111.42% (+712) YoY -25.48% (-462)	All Managers (Combined)	$628.9K	0.3% ($628.9K/$224.8M)	QoQ +133.24% (+$359.3K) YoY -20.73% (-$164.5K)
(SCHXcusip808524201)	27.7K	QoQ NEW(+27.7K) YoY +355.76% (+21.7K)	All Managers (Combined)	$612.5K	0.3% ($612.5K/$224.8M)	QoQ NEW(+$612.5K) YoY +67.16% (+$246.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$605.2K	0.3% ($605.2K/$224.8M)	QoQ NEW(+$605.2K) YoY NEW(+$605.2K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.1K	QoQ NEW(+1.1K) YoY +142.43% (+668)	All Managers (Combined)	$595.5K	0.3% ($595.5K/$224.8M)	QoQ NEW(+$595.5K) YoY +149.15% (+$356.5K)
(cusip33739N108)✕	11.8K	QoQ NEW(+11.8K) YoY NEW(+11.8K)	All Managers (Combined)	$593.6K	0.3% ($593.6K/$224.8M)	QoQ NEW(+$593.6K) YoY NEW(+$593.6K)
CHEVRON CORP(CVXcusip166764100)	3.5K	QoQ +79.22% (+1.6K) YoY -25.83% (-1.2K)	All Managers (Combined)	$592.9K	0.3% ($592.9K/$224.8M)	QoQ +105.21% (+$304.0K) YoY -19.20% (-$140.9K)
CARDINAL HEALTH INC(CAHcusip14149Y108)	4.3K	QoQ +78.22% (+1.9K) YoY -23.41% (-1.3K)	All Managers (Combined)	$589.6K	0.3% ($589.6K/$224.8M)	QoQ +106.05% (+$303.5K) YoY -0.83% (-$4.9K)
GENERAL DYNAMICS CORP(GDcusip369550108)	2.2K	QoQ +84.54% (+990) YoY -40.76% (-1.5K)	All Managers (Combined)	$588.9K	0.3% ($588.9K/$224.8M)	QoQ +91.55% (+$281.5K) YoY -40.45% (-$400.2K)
AFLAC INC(AFLcusip001055102)	5.3K	QoQ +66.18% (+2.1K) YoY -33.78% (-2.7K)	All Managers (Combined)	$586.0K	0.3% ($586.0K/$224.8M)	QoQ +78.65% (+$258.0K) YoY -12.61% (-$84.6K)