Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Revisor Wealth Management LLC
  City: AKRON
  State: OH
  Zip: 44321
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $221,182,000
  Total Value Change : $134,314,000
  Securities Held Change : 57
   
All Securities Held : 187
  New Positions : 38
  Closed Positions : 18
  Increased Positions : 146
  Unchanged Positions : 0
  Decreased Positions : 3

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 18     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 202 Closed $365.85 $0 0 0% -243,000 -782 0    Closed - End Fund - E...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 189 Closed $178.19 $0 0 0% -347,000 -2,462 0    Search Engines & Info...
   (PZA)1 Year Chart         PZA Invesco National AMT-Free M... 195 Closed $23.66 $0 0 0% -724,000 -29,956 0    Meat Products
   (HYMB)1 Year Chart         HYMB Spdr Nuveen S&p High Yi... 201 Closed $25.53 $0 0 0% -729,000 -28,815 0    N/A
   (FMB)1 Year Chart         FMB First Trust Managed Municipal 188 Closed $0.00 $0 0 0% -608,000 -11,773 0    N/A
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 194 Closed $49.95 $0 0 0% -1,057,000 -20,713 0    N/A
   (XLF)1 Year Chart         XLF SPDR Financial Sector 200 Closed $40.85 $0 0 0% -214,000 -5,689 0    Closed - End Fund - E...
   (SHYD)1 Year Chart         SHYD VanEck Vectors Short High-Y... 193 Closed $0.00 $0 0 0% -404,000 -18,264 0    N/A
   (HON)1 Year Chart         HON Honeywell International Inc 199 Closed $209.48 $0 0 0% -224,000 -1,070 0    Conglomerates
   (IOO)1 Year Chart         IOO iShares S&P Global 100 Index 205 Closed $95.14 $0 0 0% -237,000 -2,949 0    Closed - End Fund - E...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 192 Closed $194.36 $0 0 0% -229,000 -1,348 0    Domestic Money Center...
   (META)1 Year Chart         META Roundhill Ball Metaverse Etf 198 Closed $12.84 $0 0 0% -881,000 -76,500 0    N/A
   (BSY)1 Year Chart         BSY Bentley Systems Inc 204 Closed $50.70 $0 0 0% -219,000 -4,200 0    N/A
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 191 Closed $0.00 $0 0 0% -294,000 -3,764 0    N/A
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 197 Closed $105.65 $0 0 0% -222,000 -2,046 0    Closed - End Fund - E...
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 203 Closed $106.16 $0 0 0% -513,000 -4,730 0    Closed - End Fund - E...
   (SCHM)1 Year Chart         SCHM Schwab U.S. Mid-Cap Etf 190 Closed $77.83 $0 0 0% -215,000 -2,861 0    N/A
   (MUNI)1 Year Chart         MUNI PIMCO Intermediate Municipa... 196 Closed $51.87 $0 0 0% -981,000 -18,579 0    Closed - End Fund - Debt

      18 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results