Fund HoldingsRevisor Wealth Management LLC

Total Portfolio Value
$277.32M
Total Bought
$62.86M
Total Sold
$15.50M
Net Transaction
+$47.35M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)18,55819,538+9806,9679,7983.53%+2,831
SCHWAB STRATEGIC TR544,042668,043+124,00112,60015,4125.56%+2,812
SHERWIN WILLIAMS CO(SHW)3,3157,977+4,6621,1572,8061.01%+1,649
NVIDIA CORPORATION(NVDA)22,74424,540+1,7962,4654,0271.45%+1,562
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
98,301119,517+21,2167,4628,9813.24%+1,518
JPMORGAN CHASE & CO.(JPM)2,4677,096+4,6296052,0550.74%+1,450
SPDR INDEX SHS FDS
ST PORT MARK ETF
138,600159,530+20,9305,4576,8452.47%+1,389
WELLS FARGO CO NEW(WFC)016,473+16,47301,3570.49%+1,357
VANGUARD WHITEHALL FDS109,912116,462+6,5509,11710,4203.76%+1,304
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
109,988124,265+14,2778,99210,2273.69%+1,235
PHILIP MORRIS INTL INC(PM)07,808+7,80801,4240.51%+1,424
ROYAL CARIBBEAN GROUP
COM
7,4257,422-31,5252,5340.91%+1,008
COMCAST CORP NEW(CCZ)027,382+27,38209790.35%+979
SCHWAB STRATEGIC TR69,457106,883+37,4261,8682,8371.02%+969
META PLATFORMS INC(META)03,416+3,41602,4840.90%+2,484
ENBRIDGE INC(ENB)019,596+19,59608720.31%+872
SPDR SERIES TRUST
ST SHOR CORP ETF
125,418152,946+27,5283,7754,5961.66%+821
SCHWAB STRATEGIC TR87,752101,925+14,1732,1973,0001.08%+802
ENTERGY CORP NEW(ETR)09,469+9,46907780.28%+778
MEDTRONIC PLC(MDT)5,07113,432+8,3614591,2010.43%+742
BOOKING HOLDINGS INC(BKNG)0129+12907380.27%+738
BLACKROCK INC(BLK)0630+63006960.25%+696
LAMAR ADVERTISING CO NEW(LAMR)05,252+5,25206580.24%+658
AMAZON COM INC(AMZN)012,547+12,54702,7891.01%+2,789
EXXON MOBIL CORP7,59013,439+5,8499031,5450.56%+642
BECTON DICKINSON & CO(BDX)2,0856,233+4,1484771,1090.40%+631
GSK PLC(GSK)015,622+15,62206180.22%+618
TRUIST FINL CORP(TFC)013,459+13,45906120.22%+612
ORACLE CORP(ORCL)03,709+3,70908730.31%+873
ISHARES TR
CORE INTL AGGR
34,82545,632+10,8071,7412,3240.84%+583
EA SERIES TRUST
ALPHA ARCH 1-3
05,062+5,06205710.21%+571
SPDR SERIES TRUST
ST NUVE HIGH ETF
022,771+22,77105610.20%+561
AMERICAN TOWER CORP NEW(AMT)02,517+2,51705560.20%+556
SCHWAB CHARLES CORP(SCHW)05,754+5,75405350.19%+535
VANGUARD INDEX FDS04,042+4,04201,2460.45%+1,246
LLOYDS BANKING GROUP PLC(LYG)0134,677+134,67705600.20%+560
ISHARES TR01,675+1,67501,0540.38%+1,054
VANGUARD BD INDEX FDS06,963+6,96305090.18%+509
AIR PRODS & CHEMS INC03,265+3,26509660.35%+966
STARBUCKS CORP(SBUX)07,513+7,51307150.26%+715
OMNICOM GROUP INC(OMC)06,622+6,62204860.18%+486
ISHARES INC253,461254,778+1,3176,9177,3862.66%+469
AMGEN INC(AMGN)01,539+1,53904620.17%+462
UNITED PARCEL SERVICE INC(UPS)04,404+4,40404530.16%+453
PFIZER INC(PFE)017,033+17,03304390.16%+439
COCA COLA CO(KO)11,39017,964+6,5748201,2530.45%+433
JUMIA TECHNOLOGIES AG185,350185,35003998250.30%+426
BROADCOM INC(AVGO)3,0613,387+3265129330.34%+420
ALPHABET INC(GOOG)8,7509,931+1,1811,3531,7640.64%+411
WEC ENERGY GROUP INC(WEC)03,823+3,82304040.15%+404
CONAGRA BRANDS INC(CAG)020,362+20,36203970.14%+397
DUKE ENERGY CORP NEW(DUK)07,161+7,16108460.31%+846
ALPHABET INC(GOOG)05,392+5,39209630.35%+963
FIDELITY WISE ORIGIN BITCOIN(FBTC)14,10614,193+871,0151,4060.51%+390
GENUINE PARTS CO(GPC)06,778+6,77808530.31%+853
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
012,757+12,75706440.23%+644
HUNTINGTON INGALLS INDS INC(HII)01,450+1,45003740.13%+374
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
05,659+5,65903740.13%+374
ECHOSTAR CORP(ECHO)011,425+11,42503670.13%+367
TAIWAN SEMICONDUCTOR MFG LTD(TSM)02,609+2,60905990.22%+599
TEXAS INSTRS INC(TXN)01,623+1,62303570.13%+357
GE VERNOVA INC(GEV)0632+63203410.12%+341
TESLA INC(TSLA)6,9286,894-341,7962,1360.77%+341
FIDELITY NATL INFORMATION SV(FIS)04,191+4,19103360.12%+336
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
07,785+7,78503350.12%+335
EATON CORP PLC(ETN)0907+90703240.12%+324
VISA INC(V)3,2704,106+8361,1461,4610.53%+315
VERIZON COMMUNICATIONS INC(VZ)013,966+13,96605970.22%+597
SYSCO CORP(SYY)011,367+11,36708860.32%+886
ANALOG DEVICES INC(ADI)01,273+1,27303120.11%+312
JANUS DETROIT STR TR
HENDRSON AAA CL
06,040+6,04003060.11%+306
BANK AMERICA CORP06,403+6,40303010.11%+301
LAMB WESTON HLDGS INC(LW)05,787+5,78702970.11%+297
MCKESSON CORP(MCK)0416+41602970.11%+297
EVERSOURCE ENERGY(ES)08,205+8,20505420.20%+542
NOVARTIS AG(NVS)02,304+2,30402850.10%+285
GENERAL DYNAMICS CORP(GD)02,864+2,86408710.31%+871
UNILEVER PLC(UL)04,561+4,56102800.10%+280
BATH & BODY WORKS INC08,188+8,18802760.10%+276
NETFLIX INC(NFLX)0220+22002750.10%+275
SPDR S&P 500 ETF TR(SPY)2,0042,230+2261,1251,4000.50%+275
ISHARES TR
CONV BD ETF
02,980+2,98002710.10%+271
CARMAX INC(KMX)04,028+4,02802700.10%+270
DISNEY WALT CO(DIS)02,198+2,19802680.10%+268
APPLIED MATLS INC01,350+1,35002670.10%+267
EDISON INTL(EIX)05,074+5,07402640.10%+264
ELEVANCE HEALTH INC(ELV)0755+75502610.09%+261
BERKSHIRE HATHAWAY INC DEL3,7394,708+9691,9922,2520.81%+260
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
018,699+18,69905140.19%+514
EBAY INC.(EBAY)03,305+3,30502550.09%+255
BANK NEW YORK MELLON CORP02,691+2,69102520.09%+252
VANGUARD INDEX FDS06,781+6,78101,6600.60%+1,660
CLOUDFLARE INC(NET)01,337+1,33702430.09%+243
MASTERCARD INCORPORATED(MA)7621,171+4094186610.24%+243
BENTLEY SYS INC(BSY)04,201+4,20102380.09%+238
NORTHERN LTS FD TR IV
INSPIRE 100 ETF
63,23363,701+4682,4372,6720.96%+235
PJT PARTNERS INC(PJT)01,308+1,30802340.08%+234
WARNER MUSIC GROUP CORP(WMG)07,688+7,68802300.08%+230
COINBASE GLOBAL INC(COIN)0579+57902250.08%+225
ATI INC(ATI)02,521+2,52102220.08%+222
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