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

Page 7 of 12

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Medtronic plc

MDT|G5960L103

Shares:5.1K

Value:$458.9K

% of Portfolio:0.2% ($458.9K/$224.8M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:1.6K

Value:$457.7K

% of Portfolio:0.2% ($457.7K/$224.8M)

Interactive Brokers Group, Inc.

IBKR|45841N107

Shares:2.7K

Value:$455.0K

% of Portfolio:0.2% ($455.0K/$224.8M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:4.1K

Value:$453.8K

% of Portfolio:0.2% ($453.8K/$224.8M)

Duke Energy CORP

DUK|26441C204

Shares:3.7K

Value:$450.7K

% of Portfolio:0.2% ($450.7K/$224.8M)

REALTY INCOME CORP

O|756109104

Shares:7.8K

Value:$450.0K

% of Portfolio:0.2% ($450.0K/$224.8M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:6.3K

Value:$449.9K

% of Portfolio:0.2% ($449.9K/$224.8M)

3M CO

MMM|88579Y101

Shares:3.1K

Value:$449.4K

% of Portfolio:0.2% ($449.4K/$224.8M)

808524805

SCHF|808524805

Shares:22.7K

Value:$448.2K

% of Portfolio:0.2% ($448.2K/$224.8M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:4.8K

Value:$445.3K

% of Portfolio:0.2% ($445.3K/$224.8M)

921943858

VEA|921943858

Shares:8.6K

Value:$436.5K

% of Portfolio:0.2% ($436.5K/$224.8M)

LITHIUM AMERICAS CORP.

LAC.TO|53681J103

Shares:158.6K

Value:$429.7K

% of Portfolio:0.2% ($429.7K/$224.8M)

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

Shares:3.6K

Value:$428.2K

% of Portfolio:0.2% ($428.2K/$224.8M)

ESSEX PROPERTY TRUST, INC.

ESS|297178105

Shares:1.4K

Value:$427.8K

% of Portfolio:0.2% ($427.8K/$224.8M)

808524607

SCHA|808524607

Shares:18.2K

Value:$426.6K

% of Portfolio:0.2% ($426.6K/$224.8M)

Mastercard Inc

MA|57636Q104

Shares:762

Value:$417.7K

% of Portfolio:0.2% ($417.7K/$224.8M)

78468R861

Shares:21.6K

Value:$415.3K

% of Portfolio:0.2% ($415.3K/$224.8M)

921908844

VIG|921908844

Shares:2.1K

Value:$415.1K

% of Portfolio:0.2% ($415.1K/$224.8M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:2.9K

Value:$413.5K

% of Portfolio:0.2% ($413.5K/$224.8M)

C. H. ROBINSON WORLDWIDE, INC.

CHRW|12541W209

Shares:4.0K

Value:$410.4K

% of Portfolio:0.2% ($410.4K/$224.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Medtronic plc(MDTcusipG5960L103)	5.1K	QoQ NEW(+5.1K) YoY -1.72% (-89)	All Managers (Combined)	$458.9K	0.2% ($458.9K/$224.8M)	QoQ NEW(+$458.9K) YoY +4.90% (-$21.5K)
Air Products & Chemicals, Inc.(APDcusip009158106)	1.6K	QoQ +108.04% (+806) YoY -7.39% (-124)	All Managers (Combined)	$457.7K	0.2% ($457.7K/$224.8M)	QoQ +110.00% (+$239.7K) YoY +6.10% (-$26.3K)
Interactive Brokers Group, Inc.(IBKRcusip45841N107)	2.7K	QoQ +33.26% (+686) YoY -52.78% (-3.1K)	All Managers (Combined)	$455.0K	0.2% ($455.0K/$224.8M)	QoQ +22.92% (+$84.9K) YoY -19.86% (-$112.8K)
CONSOLIDATED EDISON INC(EDcusip209115104)	4.1K	QoQ +79.14% (+1.8K) YoY -30.37% (-1.8K)	All Managers (Combined)	$453.8K	0.2% ($453.8K/$224.8M)	QoQ +120.65% (+$248.2K) YoY -15.33% (-$82.2K)
Duke Energy CORP(DUKcusip26441C204)	3.7K	QoQ +79.89% (+1.6K) YoY -36.79% (-2.2K)	All Managers (Combined)	$450.7K	0.2% ($450.7K/$224.8M)	QoQ +98.05% (+$223.1K) YoY -20.39% (-$115.4K)
REALTY INCOME CORP(Ocusip756109104)	7.8K	QoQ +89.79% (+3.7K) YoY -42.96% (-5.8K)	All Managers (Combined)	$450.0K	0.2% ($450.0K/$224.8M)	QoQ +106.00% (+$231.6K) YoY -40.65% (-$308.2K)
NEXTERA ENERGY INC(NEEcusip65339F101)	6.3K	QoQ +121.41% (+3.5K) YoY +0.58% (+37)	All Managers (Combined)	$449.9K	0.2% ($449.9K/$224.8M)	QoQ +119.80% (+$245.2K) YoY +14.24% (+$56.1K)
3M CO(MMMcusip88579Y101)	3.1K	QoQ NEW(+3.1K) YoY -45.88% (-2.6K)	All Managers (Combined)	$449.4K	0.2% ($449.4K/$224.8M)	QoQ NEW(+$449.4K) YoY -26.25% (-$160.0K)
(SCHFcusip808524805)	22.7K	QoQ +43.34% (+6.9K) YoY -27.26% (-8.5K)	All Managers (Combined)	$448.2K	0.2% ($448.2K/$224.8M)	QoQ +53.25% (+$155.7K) YoY -62.07% (-$733.4K)
COLGATE PALMOLIVE CO(CLcusip194162103)	4.8K	QoQ +80.58% (+2.1K) YoY -35.63% (-2.6K)	All Managers (Combined)	$445.3K	0.2% ($445.3K/$224.8M)	QoQ +86.96% (+$207.1K) YoY -28.94% (-$181.4K)
(VEAcusip921943858)	8.6K	QoQ NEW(+8.6K) YoY NEW(+8.6K)	All Managers (Combined)	$436.5K	0.2% ($436.5K/$224.8M)	QoQ NEW(+$436.5K) YoY NEW(+$436.5K)
LITHIUM AMERICAS CORP.(LAC.TOcusip53681J103)	158.6K	QoQ +107.32% (+82.1K) YoY NEW(+158.6K)	All Managers (Combined)	$429.7K	0.2% ($429.7K/$224.8M)	QoQ +89.17% (+$202.6K) YoY NEW(+$429.7K)
EXPEDITORS INTERNATIONAL OF WASHINGTON INC(EXPDcusip302130109)	3.6K	QoQ +63.34% (+1.4K) YoY -34.61% (-1.9K)	All Managers (Combined)	$428.2K	0.2% ($428.2K/$224.8M)	QoQ +77.28% (+$186.7K) YoY -36.77% (-$249.1K)
ESSEX PROPERTY TRUST, INC.(ESScusip297178105)	1.4K	QoQ +69.60% (+568) YoY -38.97% (-884)	All Managers (Combined)	$427.8K	0.2% ($427.8K/$224.8M)	QoQ +83.33% (+$194.4K) YoY -23.45% (-$131.1K)
(SCHAcusip808524607)	18.2K	QoQ NEW(+18.2K) YoY NEW(+18.2K)	All Managers (Combined)	$426.6K	0.2% ($426.6K/$224.8M)	QoQ NEW(+$426.6K) YoY NEW(+$426.6K)
Mastercard Inc(MAcusip57636Q104)	762	QoQ NEW(+762) YoY NEW(+762)	All Managers (Combined)	$417.7K	0.2% ($417.7K/$224.8M)	QoQ NEW(+$417.7K) YoY NEW(+$417.7K)
(cusip78468R861)✕	21.6K	QoQ NEW(+21.6K) YoY +78.72% (+9.5K)	All Managers (Combined)	$415.3K	0.2% ($415.3K/$224.8M)	QoQ NEW(+$415.3K) YoY +84.24% (+$189.9K)
(VIGcusip921908844)	2.1K	QoQ NEW(+2.1K) YoY +61.02% (+811)	All Managers (Combined)	$415.1K	0.2% ($415.1K/$224.8M)	QoQ NEW(+$415.1K) YoY +77.04% (+$180.7K)
KIMBERLY CLARK CORP(KMBcusip494368103)	2.9K	QoQ NEW(+2.9K) YoY -28.49% (-1.1K)	All Managers (Combined)	$413.5K	0.2% ($413.5K/$224.8M)	QoQ NEW(+$413.5K) YoY -18.38% (-$93.1K)
C. H. ROBINSON WORLDWIDE, INC.(CHRWcusip12541W209)	4.0K	QoQ +84.24% (+1.8K) YoY -17.43% (-842)	All Managers (Combined)	$410.4K	0.2% ($410.4K/$224.8M)	QoQ +84.61% (+$188.1K) YoY +4.95% (-$19.4K)