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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MICROSTRATEGY Inc

MSTR|594972408

Shares:1.1K

Value:$324.9K

% of Portfolio:0.1% ($324.9K/$224.8M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:1.3K

Value:$324.3K

% of Portfolio:0.1% ($324.3K/$224.8M)

WEST PHARMACEUTICAL SERVICES INC

WST|955306105

Shares:1.4K

Value:$314.1K

% of Portfolio:0.1% ($314.1K/$224.8M)

FRANKLIN RESOURCES INC

BEN|354613101

Shares:16.0K

Value:$313.4K

% of Portfolio:0.1% ($313.4K/$224.8M)

FACTSET RESEARCH SYSTEMS INC

FDS|303075105

Shares:685

Value:$311.6K

% of Portfolio:0.1% ($311.6K/$224.8M)

Archer-Daniels-Midland Co

ADM|039483102

Shares:6.5K

Value:$310.0K

% of Portfolio:0.1% ($310.0K/$224.8M)

Bitwise Bitcoin ETF

BITB|09174C104

Shares:6.7K

Value:$302.6K

% of Portfolio:0.1% ($302.6K/$224.8M)

FASTENAL CO

FAST|311900104

Shares:3.9K

Value:$301.1K

% of Portfolio:0.1% ($301.1K/$224.8M)

PRICE T ROWE GROUP INC

TROW|74144T108

Shares:3.3K

Value:$300.7K

% of Portfolio:0.1% ($300.7K/$224.8M)

464288307

Shares:4.2K

Value:$296.7K

% of Portfolio:0.1% ($296.7K/$224.8M)

BROWN FORMAN CORP

BF-B|115637209

Shares:8.6K

Value:$294.6K

% of Portfolio:0.1% ($294.6K/$224.8M)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:1.2K

Value:$293.3K

% of Portfolio:0.1% ($293.3K/$224.8M)

CORCEPT THERAPEUTICS INC

CORT|218352102

Shares:2.6K

Value:$292.5K

% of Portfolio:0.1% ($292.5K/$224.8M)

922042742

VT|922042742

Shares:2.5K

Value:$291.3K

% of Portfolio:0.1% ($291.3K/$224.8M)

ORACLE CORP

ORCL|68389X105

Shares:2.1K

Value:$287.5K

% of Portfolio:0.1% ($287.5K/$224.8M)

STANLEY BLACK & DECKER, INC.

SWK|854502101

Shares:3.7K

Value:$286.1K

% of Portfolio:0.1% ($286.1K/$224.8M)

922908744

VTV|922908744

Shares:1.7K

Value:$285.8K

% of Portfolio:0.1% ($285.8K/$224.8M)

389930207

Shares:4.9K

Value:$285.2K

% of Portfolio:0.1% ($285.2K/$224.8M)

464287572

Shares:2.9K

Value:$283.8K

% of Portfolio:0.1% ($283.8K/$224.8M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:6.3K

Value:$283.6K

% of Portfolio:0.1% ($283.6K/$224.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSTRATEGY Inc(MSTRcusip594972408)	1.1K	QoQ -37.56% (-678) YoY +22.76% (-209)	All Managers (Combined)	$324.9K	0.1% ($324.9K/$224.8M)	QoQ -38.32% (-$201.9K) YoY -69.48% (-$739.9K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$324.3K	0.1% ($324.3K/$224.8M)	QoQ NEW(+$324.3K) YoY NEW(+$324.3K)
WEST PHARMACEUTICAL SERVICES INC(WSTcusip955306105)	1.4K	QoQ +120.94% (+768) YoY -7.02% (-106)	All Managers (Combined)	$314.1K	0.1% ($314.1K/$224.8M)	QoQ +51.24% (+$106.4K) YoY -44.33% (-$250.2K)
FRANKLIN RESOURCES INC(BENcusip354613101)	16.0K	QoQ NEW(+16.0K) YoY -21.59% (-4.4K)	All Managers (Combined)	$313.4K	0.1% ($313.4K/$224.8M)	QoQ NEW(+$313.4K) YoY -47.04% (-$278.5K)
FACTSET RESEARCH SYSTEMS INC(FDScusip303075105)	685	QoQ NEW(+685) YoY NEW(+685)	All Managers (Combined)	$311.6K	0.1% ($311.6K/$224.8M)	QoQ NEW(+$311.6K) YoY NEW(+$311.6K)
Archer-Daniels-Midland Co(ADMcusip039483102)	6.5K	QoQ NEW(+6.5K) YoY -9.23% (-657)	All Managers (Combined)	$310.0K	0.1% ($310.0K/$224.8M)	QoQ NEW(+$310.0K) YoY -35.08% (-$167.5K)
Bitwise Bitcoin ETF(BITBcusip09174C104)	6.7K	QoQ +52.55% (+2.3K) YoY NEW(+6.7K)	All Managers (Combined)	$302.6K	0.1% ($302.6K/$224.8M)	QoQ +34.64% (+$77.9K) YoY NEW(+$302.6K)
FASTENAL CO(FASTcusip311900104)	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$301.1K	0.1% ($301.1K/$224.8M)	QoQ NEW(+$301.1K) YoY NEW(+$301.1K)
PRICE T ROWE GROUP INC(TROWcusip74144T108)	3.3K	QoQ +76.68% (+1.4K) YoY -21.41% (-892)	All Managers (Combined)	$300.7K	0.1% ($300.7K/$224.8M)	QoQ +44.43% (+$92.5K) YoY -37.07% (-$177.2K)
(cusip464288307)✕	4.2K	QoQ +24.30% (+812) YoY NEW(+4.2K)	All Managers (Combined)	$296.7K	0.1% ($296.7K/$224.8M)	QoQ +13.17% (+$34.5K) YoY NEW(+$296.7K)
BROWN FORMAN CORP(BF-Bcusip115637209)	8.6K	QoQ NEW(+8.6K) YoY +16.54% (-1.2K)	All Managers (Combined)	$294.6K	0.1% ($294.6K/$224.8M)	QoQ NEW(+$294.6K) YoY -26.63% (-$107.0K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$293.3K	0.1% ($293.3K/$224.8M)	QoQ NEW(+$293.3K) YoY NEW(+$293.3K)
CORCEPT THERAPEUTICS INC(CORTcusip218352102)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$292.5K	0.1% ($292.5K/$224.8M)	QoQ NEW(+$292.5K) YoY NEW(+$292.5K)
(VTcusip922042742)	2.5K	QoQ NEW(+2.5K) YoY +27.70% (+545)	All Managers (Combined)	$291.3K	0.1% ($291.3K/$224.8M)	QoQ NEW(+$291.3K) YoY +37.08% (+$78.8K)
ORACLE CORP(ORCLcusip68389X105)	2.1K	QoQ NEW(+2.1K) YoY -15.04% (-364)	All Managers (Combined)	$287.5K	0.1% ($287.5K/$224.8M)	QoQ NEW(+$287.5K) YoY +2.82% (-$7.9K)
STANLEY BLACK & DECKER, INC.(SWKcusip854502101)	3.7K	QoQ NEW(+3.7K) YoY -21.25% (-1.0K)	All Managers (Combined)	$286.1K	0.1% ($286.1K/$224.8M)	QoQ NEW(+$286.1K) YoY -38.25% (-$177.3K)
(VTVcusip922908744)	1.7K	QoQ NEW(+1.7K) YoY -9.17% (-167)	All Managers (Combined)	$285.8K	0.1% ($285.8K/$224.8M)	QoQ NEW(+$285.8K) YoY +0.11% (-$317)
(cusip389930207)✕	4.9K	QoQ NEW(+4.9K) YoY NEW(+4.9K)	All Managers (Combined)	$285.2K	0.1% ($285.2K/$224.8M)	QoQ NEW(+$285.2K) YoY NEW(+$285.2K)
(cusip464287572)✕	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$283.8K	0.1% ($283.8K/$224.8M)	QoQ NEW(+$283.8K) YoY NEW(+$283.8K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	6.3K	QoQ NEW(+6.3K) YoY NEW(+6.3K)	All Managers (Combined)	$283.6K	0.1% ($283.6K/$224.8M)	QoQ NEW(+$283.6K) YoY NEW(+$283.6K)