RWM
Revisor Wealth Management LLC Portfolio
Invests via Revisor Wealth Management LLC | Managed by Landon R. Jones
Invests via Revisor Wealth Management LLC
Managed by Landon R. Jones
Automatically Tracked
Company Profile
Revisor Wealth Management LLC is a dynamic investment firm focused on providing tailored financial solutions to its clientele. With expertise spanning various asset classes, the firm emphasizes client-centric strategies designed to optimize wealth growth and preservation. Leveraging extensive industry experience, it navigates complex market environments while maintaining strong relationships with stakeholders across private and institutional sectors. The firm's innovative approach enhances value through proactive engagement in capital markets, underscoring its commitment to serving high-net-worth individuals and families seeking comprehensive wealth management services.
Revisor Wealth Management LLC is a dynamic investment firm focused on providing tailored financial solutions to its clientele. With expertise spanning various asset classes, the firm emphasizes client-centric strategies designed to optimize wealth growth and preservation. Leveraging extensive industry experience, it navigates complex market environments while maintaining strong relationships with stakeholders across private and institutional sectors. The firm's innovative approach enhances value through proactive engagement in capital markets, underscoring its commitment to serving high-net-worth individuals and families seeking comprehensive wealth management services.
Investment Philosophy & Strategy
Analyzing prevailing market trends drives Revisor Wealth Management LLC's investment strategy, enabling the firm to identify unique opportunities for value creation. The leadership team leverages their extensive backgrounds in finance and client relations to adapt strategies that address specific client goals. By focusing on a diversified portfolio construction, the firm seeks positions across high-growth sectors while actively managing risk exposures. Revisor emphasizes fostering strong partnerships, which facilitates access to proprietary insights and timely decision-making within evolving landscapes. This commitment reflects an unwavering pursuit of excellence tailored towards enhancing wealth for its discerning clientele.
Analyzing prevailing market trends drives Revisor Wealth Management LLC's investment strategy, enabling the firm to identify unique opportunities for value creation. The leadership team leverages their extensive backgrounds in finance and client relations to adapt strategies that address specific client goals. By focusing on a diversified portfolio construction, the firm seeks positions across high-growth sectors while actively managing risk exposures. Revisor emphasizes fostering strong partnerships, which facilitates access to proprietary insights and timely decision-making within evolving landscapes. This commitment reflects an unwavering pursuit of excellence tailored towards enhancing wealth for its discerning clientele.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
48.27%
Gain -0.19%
Monthly
0.87%
Yearly
10.92%
Drawdown
13.23%
$406.89M
Equity
Holdings
$406.89M
Investment
$368.47M
$69.96M
Profit -$638,984.62
Realized
$28.4M
Unrealized
$41.56M
Dividends
$19.9M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.19%
Profit
-$638,984.62
Win %
63%
This Week
Compared To Last Week
Gain
0.64%
Profit
$2.57M
Win %
63%
This Month
Compared to last month
Gain
1.63%
Profit
$6.52M
Win %
63%
This Year
Compared to last year
Gain
1.38%
Profit
$5.38M
Win %
64%
GIS General Mills Inc.
+8.01%
+$28,441.17 
ACN Accenture plc
+7.69%
+$113,855.22 
PG The Procter & Gamble Company
+5.58%
+$75,083.75 
FDS FactSet Research Systems Inc.
+4.86%
+$16,612.27 
HD The Home Depot, Inc.
+4.33%
+$49,331.7 
UL Unilever PLC Sponsored ADR
+4.04%
+$20,248.8 
MDT Medtronic plc
+3.83%
+$91,613.04 
VZ Verizon Communications Inc.
+3.77%
+$32,716.36 
CHD Church & Dwight Co., Inc.
+3.68%
+$16,281.48 
CRM Salesforce, Inc.
+3.52%
+$214,987.88 
PEY Invesco High Yield Equity Dividend Achievers ETF
+3.42%
+$11,640.3 
TMUS T-Mobile US Inc.
+3.28%
+$11,990.14 
BDX Becton, Dickinson and Company
+3.13%
+$76,881.6 
NFLX Netflix Inc.
+3.09%
+$21,123.11 
PEP PepsiCo, Inc.
+3.07%
+$16,937.13 
FRT Federal Realty Investment Trust
+2.94%
+$14,850.25 
MCD McDonald's Corporation
+2.59%
+$114,897.42 
ELV Elevance Health, Inc.
+2.57%
+$49,104.6 
CB Chubb Limited
+2.54%
+$12,474 
NOW ServiceNow Inc.
+2.53%
+$9,828.04 
SPGI S&P Global Inc.
+2.24%
+$14,562.11 
AMCR Amcor plc
+2.23%
+$8,765.79 
AMT American Tower Corporation
+2.21%
+$25,607.95 
PM Philip Morris International Inc.
+2.17%
+$47,105.68 
DAL Delta Air Lines, Inc.
+2.05%
+$5,727.18 
UNH UnitedHealth Group Inc.
+1.91%
+$27,483.15 
APD Air Products and Chemicals Inc.
+1.84%
+$24,908.8 
MA Mastercard Inc. Class A Common Stock
+1.7%
+$11,267.78 
RTX RTX Corporation
+1.62%
+$6,851.33 
V Visa Inc. Class A
+1.59%
+$32,949.68 
SFLO VictoryShares Small Cap Free Cash Flow ETF
+1.57%
+$5,641.38 
GM General Motors Co.
+1.45%
+$6,363.5 
TJX The TJX Companies, Inc.
+1.28%
+$2,983.44 
EIX Edison International
+1.25%
+$6,821.81 
DE Deere & Company
+1.11%
+$2,980.68 
GFLW VictoryShares Free Cash Flow Growth ETF
+0.78%
+$4,124.11 
WFC Wells Fargo & Company
+0.72%
+$16,823.91 
MMM 3M Company
+0.47%
+$2,043.42 
STIP iShares 0-5 Year TIPS Bond ETF
+0.31%
+$7,257.1 
IBM International Business Machines Corporation
+0.26%
+$1,988.32 
XOM ExxonMobil Holdings Corporation
+0.08%
+$2,757.1 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
+0.04%
+$125.41 
VBIL Vanguard 0-3 Month Treasury Bill ETF
+0.03%
+$232.86 
PFM Invesco Dividend Achievers ETF
+0.01%
+$23.32 
ETR Entergy Corporation Common Stock
+0.01%
+$48.46 
DIS The Walt Disney Company
0%
+$14.22 
TGT Target Corp.
0%
+$10.57 
AAPL Apple Inc.
0%
$0 
ABBV AbbVie Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
ADI Analog Devices, Inc.
0%
-$0.02 
ADP Automatic Data Processing Inc.
0%
$0 
ADM Archer-Daniels-Midland Company
0%
$0 
AFL Aflac Incorporated
0%
$0 
ALL The Allstate Corporation
0%
-$0.01 
AMGN Amgen Inc. Common Stock
0%
$0 
AMD Advanced Micro Devices Inc.
0%
$0 
AMP Ameriprise Financial Inc.
0%
+$0.01 
AMZN Amazon.com Inc
0%
$0 
AON Aon plc Class A
0%
$0 
AOS A. O. Smith Corporation
0%
$0 
ATO Atmos Energy Corporation
0%
$0 
ATI ATI Inc.
0%
$0 
AVGO Broadcom Inc.
0%
$0 
AVAH Aveanna Healthcare Holdings Inc.
0%
$0 
AXP American Express Company
0%
-$0.04 
B BARRICK MINING CORP Common Stock (ABR0)
0%
$0 
BAC Bank of America Corporation
0%
$0 
BEN Franklin Templeton Inc.
0%
$0 
BKNG Booking Holdings Inc.
0%
$0 
BLND Blend Labs, Inc. Class A Common Stock
0%
$0 
BRO Brown & Brown Inc.
0%
$0 
CAG Conagra Brands Inc.
0%
$0 
CHRW C.H. Robinson Worldwide Inc.
0%
$0 
CINF Cincinnati Financial Corporation
0%
$0 
CL Colgate-Palmolive Co.
0%
$0 
CLX The Clorox Company
0%
$0 
CMCSA Comcast Corp. Class A Common Stock
0%
$0 
CNC Centene Corp.
0%
$0 
COST Costco Wholesale Corp
0%
$0 
CTAS Cintas Corporation
0%
$0 
CSTM Constellium SE Class A Ordinary Shares
0%
$0 
CVX Chevron Corporation
0%
$0 
DINO HF Sinclair Corporation
0%
$0 
DK Delek US Holdings, Inc.
0%
$0 
DOC Healthpeak Properties, Inc.
0%
$0 
DPZ Domino's Pizza, Inc.
0%
-$0.02 
DOV Dover Corporation
0%
$0 
DUK Duke Energy Corporation
0%
$0 
ECL Ecolab Inc.
0%
-$0.01 
ED Consolidated Edison Inc.
0%
$0 
EMR Emerson Electric Co.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ES Eversource Energy
0%
$0 
ERIE Erie Indemnity Company Class A Common Stock
0%
$0 
ESS Essex Property Trust Inc.
0%
-$0.01 
EXPD Expeditors International of Washington Inc.
0%
-$0.01 
FAST Fastenal Co.
0%
$0 
FE FirstEnergy Corp.
0%
$0 
FIS Fidelity National Information Services, Inc.
0%
$0 
FMAO Farmers & Merchants Bancorp, Inc.
0%
$0 
FLEX Flex Ltd.
0%
$0 
FN Fabrinet
0%
$0 
GD General Dynamics Corp.
0%
-$0.04 
GE General Electric Company
0%
$0 
GL Globe Life Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GPC Genuine Parts Company
0%
$0 
GSK GSK plc ADR
0%
$0 
GWW W.W. Grainger Inc.
0%
$0 
HII Huntington Ingalls Industries, Inc.
0%
+$0.03 
HRL Hormel Foods Corporation
0%
$0 
HUBB Hubbell Inc.
0%
$0 
HWM Howmet Aerospace Inc.
0%
-$0.04 
IBKR Interactive Brokers Group, Inc. Class A Common Stock
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
ICHR Ichor Holdings, Ltd.
0%
$0 
IOVA Iovance Biotherapeutics Inc.
0%
$0 
IQV IQVIA Holdings Inc.
0%
$0 
ITW Illinois Tool Works Inc.
0%
$0 
JD JD.com, Inc. Sponsored ADR
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
KRT Karat Packaging Inc.
0%
$0 
KVUE Kenvue Inc.
0%
+$0.02 
LAMR Lamar Advertising Company Class A
0%
+$0.01 
LIN Linde plc
0%
+$0.02 
LLY Eli Lilly and Company
0%
$0 
LOW Lowe's Companies, Inc.
0%
$0 
LRCX Lam Research Corp.
0%
$0 
LUMN Lumen Technologies, Inc.
0%
$0 
LW Lamb Weston Holdings, Inc.
0%
$0 
LYG Lloyds Banking Group plc ADR
0%
$0 
MCK McKesson Corporation
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MKC McCormick & Company, Incorporated Non-Voting Common Stock
0%
$0 
MPC Marathon Petroleum Corp.
0%
+$0.02 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corporation Common Stock
0%
$0 
MXL MaxLinear, Inc.
0%
$0 
NDSN Nordson Corporation
0%
+$0.01 
NEE NextEra Energy Inc.
0%
$0 
NET Cloudflare, Inc. Class A Common Stock
0%
$0 
NEM Newmont Corporation
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
NUE Nucor Corporation
0%
+$0.02 
NUVB Nuvation Bio Inc. Class A Common Stock
0%
$0 
NVS Novartis AG Sponsored ADR
0%
-$0.03 
O Realty Income Corp.
0%
$0 
OMC Omnicom Group Inc.
0%
$0 
OSCR Oscar Health, Inc. Class A Common Stock
0%
$0 
OTIS Otis Worldwide Corporation
0%
$0 
PAGP Plains GP Holdings, L.P. Class A Shares
0%
$0 
PARR Par Pacific Holdings Inc.
0%
$0 
PBF PBF Energy Inc. Class A Common Stock
0%
$0 
PFE Pfizer Inc.
0%
$0 
PGR The Progressive Corporation
0%
$0 
PNR Pentair plc
0%
$0 
PPG PPG Industries, Inc.
0%
$0 
PSX Phillips 66
0%
+$0.01 
RCL Royal Caribbean Cruises Ltd.
0%
+$0.07 
RGLD Royal Gold, Inc.
0%
$0 
RIVN Rivian Automotive, Inc. Class A
0%
$0 
ROP Roper Technologies Inc.
0%
$0 
SBUX Starbucks Corp.
0%
+$0.01 
SCHW The Charles Schwab Corporation
0%
$0 
SEIC SEI Investments Company
0%
$0 
SEZL Sezzle Inc.
0%
$0 
SHW The Sherwin-Williams Company
0%
-$0.06 
SJM The J. M. Smucker Company
0%
$0 
SNEX StoneX Group Inc.
0%
$0 
STE STERIS plc
0%
$0 
STRL Sterling Infrastructure, Inc.
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
SWK Stanley Black & Decker Inc.
0%
$0 
SYY Sysco Corp.
0%
-$0.04 
TFC Truist Financial Corporation
0%
$0 
THM International Tower Hill Mines Ltd.
0%
$0 
TROW T. Rowe Price Group Inc.
0%
$0 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
0%
+$0.04 
TTMI TTM Technologies, Inc.
0%
$0 
U Unity Software Inc.
0%
$0 
UBER Uber Technologies Inc.
0%
$0 
UPS United Parcel Service, Inc. Class B Common Stock
0%
$0 
VST Vistra Corp.
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
WST West Pharmaceutical Services Inc.
0%
+$0.01 
AGGH Simplify Aggregate Bond ETF
0%
$0 
AIRR First Trust RBA American Industrial Renaissance ETF
0%
$0 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF
0%
$0 
BLES Inspire Global Hope ETF
0%
-$0.01 
BND Vanguard Total Bond Market ETF
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
BOXX Alpha Architect 1-3 Month Box ETF
0%
$0 
BUCK Simplify Treasury Option Income ETF
0%
$0 
CIBR First Trust Nasdaq Cybersecurity ETF
0%
$0 
COPX Global X Copper Miners ETF
0%
-$0.05 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DHS WisdomTree U.S. High Dividend Fund
0%
$0 
DTD WisdomTree U.S. Total Dividend Fund
0%
$0 
DVYE iShares Emerging Markets Dividend ETF
0%
+$0.22 
DXJ WisdomTree Japan Hedged Equity Fund
0%
$0 
EELV Invesco S&P Emerging Markets Low Volatility ETF
0%
$0 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
EWZ iShares MSCI Brazil ETF
0%
$0 
FDLS Inspire Fidelis Multi Factor ETF
0%
$0 
FMB First Trust Managed Municipal ETF
0%
$0 
FNDF Schwab Fundamental International Equity ETF
0%
$0 
FLDR Fidelity Low Duration Bond Factor ETF
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
GVIP Goldman Sachs Hedge Industry VIP ETF
0%
+$0.01 
GLD SPDR Gold Shares
0%
+$0.03 
HFXI NYLI FTSE International Equity Currency Neutral ETF
0%
$0 
IAGG iShares Core International Aggregate Bond ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBD Inspire Corporate Bond ETF
0%
$0 
ICVT iShares Convertible Bond ETF
0%
$0 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IMCG iShares Morningstar Mid-Cap Growth ETF
0%
$0 
IOO iShares Global 100 ETF
0%
$0 
IMTB iShares Core 5-10 Year USD Bond ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.03 
JBBB Janus Henderson B-BBB CLO ETF
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
JVAL JPMorgan U.S. Value Factor ETF
0%
$0 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
MGV Vanguard Mega Cap Value ETF
0%
$0 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
0%
$0 
NUEM Nuveen ESG Emerging Markets Equity ETF
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
PVAL Putnam Focused Large Cap Value ETF
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
+$0.05 
REMX VanEck Rare Earth and Strategic Metals ETF
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SDY State Street SPDR S&P Dividend ETF
0%
+$0.03 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 
SCHM Schwab U.S. Mid-Cap ETF
0%
$0 
SCMB Schwab Municipal Bond ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SPMO Invesco S&P 500 Momentum ETF
0%
-$0.02 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SMIZ Zacks Small/Mid Cap ETF
0%
$0 
SLV iShares Silver Trust
0%
$0 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
SMH VanEck Semiconductor ETF
0%
$0 
SPSB State Street SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
UAE iShares MSCI UAE ETF
0%
$0 
URA Global X Uranium ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VBK Vanguard Small-Cap Growth ETF
0%
+$0.03 
VEA Vanguard FTSE Developed Markets ETF
0%
$0 
VBR Vanguard Small-Cap Value ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
-$0.06 
VCLT Vanguard Long-Term Corporate Bond ETF
0%
$0 
VOE Vanguard Morningstar Mid-Cap Value ETF
0%
$0 
VIGI Vanguard International Dividend Appreciation ETF
0%
$0 
VO Vanguard Mid-Cap Index Fund ETF Shares
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VV Vanguard Morningstar Large-Cap ETF
0%
$0 
VTI Vanguard Total Stock Market ETF
0%
-$0.05 
VWOB Vanguard Emerging Markets Government Bond ETF
0%
$0 
VTV Vanguard Morningstar Value ETF
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VUG Vanguard Morningstar Growth ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
-$0.03 
XLV State Street Health Care Select Sector SPDR ETF
0%
$0 
ZECP Zacks Earnings Consistent Portfolio ETF
0%
$0 
JSI Janus Henderson Securitized Income ETF
0%
$0 
MTBA Simplify MBS ETF
0%
$0 
ARKB Ark 21Shares Bitcoin ETF
0%
$0 
BITB Bitwise Bitcoin ETF
0%
$0 
FBTC Fidelity Wise Origin Bitcoin Fund
0%
$0 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
0%
$0 
VTEC Vanguard California Tax-Exempt Bond ETF
0%
$0 
ANRO Alto Neuroscience Inc.
0%
$0 
RDDT Reddit Inc. Class A Common Stock
0%
$0 
PTL Inspire 500 ETF
0%
-$0.01 
AIFD TCW Artificial Intelligence ETF
0%
$0 
ETHA iShares Ethereum Trust ETF
0%
$0 
ETHV VanEck Ethereum ETF
0%
$0 
NBIS Nebius Group N.V. Class A Ordinary Shares
0%
+$0.02 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
PENG Penguin Solutions Inc.
0%
$0 
GRNY Fundstrat Granny Shots US Large Cap ETF
0%
$0 
PWRD TCW Transform Systems ETF
0%
-$1.93 
SNDK Sandisk Corp.
0%
$0 
USAR USA Rare Earth, Inc.
0%
$0 
AMRZ Amrize Ltd
0%
$0 
IFLO VictoryShares International Free Cash Flow ETF
0%
$0 
QUIZ Zacks Quality International ETF
0%
$0 
TETH 21Shares Ethereum ETF
0%
$0 
NGEN NervGen Pharma Corp.
0%
$0 
SCZM Santacruz Silver Mining Ltd.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
P Everpure Inc. Class A Common Stock
0%
-$0.02 
BF-B Brown-Forman Corporation
0%
$0 
BNY Bank of New York Mellon Corp.
0%
+$0.03 
DRAM Roundhill Memory ETF
0%
$0 
ACVU Hartford Alpha Capture Value ETF
0%
$0 
VSXY Victoria's Secret & Co.
0%
$0 
CLS Celestica Inc.
-11.69%
-$76,468.78 
LITE Lumentum Holdings Inc.
-11.54%
-$55,754.89 LAC
LAC
-10.96%
-$123,176.33 
CRDO Credo Technology Group Holding Ltd
-10.7%
-$203,547.83 
GEV GE Vernova Inc.
-10.64%
-$77,815.02 
SPCX Space Exploration Technologies Corp. Class A
-9.14%
-$32,221.28 
AMAT Applied Materials Inc.
-8.16%
-$87,670.11 
INTC Intel Corporation
-8.04%
-$54,613.17 
TLN Talen Energy Corporation
-7.81%
-$17,234.97 
NEXA Nexa Resources S.A.
-7.77%
-$14,450.62 
SOXX iShares Semiconductor ETF
-6.79%
-$20,004.59 
ETN Eaton Corporation plc
-6.33%
-$48,627.57 
MU Micron Technology Inc.
-6.26%
-$267,144.91 
UAMY United States Antimony Corporation
-5.78%
-$2,227.75 
CAT Caterpillar Inc.
-4.88%
-$61,074.29 
NVDA NVIDIA Corporation
-4.4%
-$295,005.46 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-4.29%
-$26,601.09 
IBIT iShares Bitcoin Trust ETF
-3.72%
-$44,649.49 
GOOGL Alphabet Inc
-3.15%
-$101,447.6 
TSLA Tesla, Inc.
-3.08%
-$147,352.89 
QQQ Invesco QQQ Trust, Series 1
-2.86%
-$40,050.42 
GROZ Zacks Focus Growth ETF
-2.85%
-$15,042.61 
ORCL Oracle Corporation
-2.78%
-$14,237.94 
PLTR Palantir Technologies Inc. Class A Common Stock
-2.74%
-$55,399.54 
VOOG Vanguard S&P 500 Growth ETF
-2.69%
-$10,100.4 
TMO Thermo Fisher Scientific Inc.
-2.52%
-$7,306.66 
MOS The Mosaic Company
-2.32%
-$10,118.8 
CSCO Cisco Systems, Inc.
-2.21%
-$11,489.76 
ALB Albemarle Corporation
-2.04%
-$5,984.93 
TXN Texas Instruments Inc.
-1.81%
-$16,073.12 
VOO Vanguard S&P 500 ETF
-1.19%
-$16,427.44 
SPY State Street SPDR S&P 500 ETF Trust
-1.18%
-$29,626.87 
BLK BlackRock, Inc.
-1.07%
-$10,943.55 
JMIA Jumia Technologies AG Sponsored ADR
-1%
-$11,421 
CAH Cardinal Health, Inc.
-0.71%
-$6,080.62 
VYMI Vanguard International High Dividend Yield ETF
-0.68%
-$4,247.6 
VCRB Vanguard Core Bond ETF
-0.17%
-$452.73 
PBR Petróleo Brasileiro S.A. - Petrobras
-0.16%
-$359.76 
VFLO VictoryShares Free Cash Flow ETF
-0.03%
-$438.26 
COP ConocoPhillips
-0.03%
-$254.52 
FLN First Trust Latin America AlphaDEX Fund
-0.01%
-$39.39 
IMCV iShares Morningstar Mid-Cap Value ETF
0%
-$2.54 Events
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Dividends
Dividend Analysis
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| Trades 3218 | Longs Won 2038/3218 63% | Profit Factor 3.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $140,329.81 |
| Average Win $46,870.6 | Best Trade (Oct 23) $5.3M | Sharpe Ratio -5.54 |
| Average Loss -$21,666.63 | Worst Trade (Oct 23) -$1.02M | Z-Score 3.56 (99.96%) |
| Commissions $0 | Avg. Trade Length 10m 4w 1d | Expectancy $21,738.87 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 50,132 | $11.18M | $17.24M | - | $6.06M | 54.24% | 0.0 |
| ABBV AbbVie Inc. | 3,559 | $715,726.97 | $1.01M | - | $297,876.19 | 41.62% | 0.0 |
| ABT Abbott Laboratories | 4,167 | $497,642.08 | $418,825.17 | - | -$78,816.91 | -15.84% | 0.0 |
| ACN Accenture plc | 6,161 | $870,655.77 | $1.59M | - | $723,441.31 | 83.09% | +7.692% |
| ACVU Hartford Alpha Capture Value ETF | 7,208 | $224,968 | $233,239.35 | - | $8,271.35 | 3.68% | 0.0 |
| ADI Analog Devices, Inc. | 1,840 | $478,962.96 | $746,966.38 | - | $268,003.42 | 55.95% | 0.0 |
| ADM Archer-Daniels-Midland Company | 5,540 | $290,128.69 | $439,654.4 | - | $149,525.71 | 51.54% | 0.0 |
| ADP Automatic Data Processing Inc. | 1,729 | $501,556.53 | $509,190.5 | - | $7,633.97 | 1.52% | 0.0 |
| AFL Aflac Incorporated | 4,802 | $467,693.91 | $576,960.3 | - | $109,266.39 | 23.36% | 0.0 |
| AGGH Simplify Aggregate Bond ETF | 16,143 | $334,575.51 | $308,331.3 | - | -$26,244.21 | -7.84% | 0.0 |
| AIFD TCW Artificial Intelligence ETF | 5,956 | $328,599.96 | $301,171.1 | - | -$27,428.86 | -8.35% | 0.0 |
| AIRR First Trust RBA American Industrial Renaissance ETF | 2,813 | $374,840.77 | $279,162.12 | - | -$95,678.65 | -25.53% | 0.0 |
| ALB Albemarle Corporation | 3,101 | $213,551.2 | $286,966.54 | - | $73,415.34 | 34.38% | -2.043% |
| ALL The Allstate Corporation | 1,036 | $229,846.96 | $260,077.43 | - | $30,230.47 | 13.15% | 0.0 |
| AMAT Applied Materials Inc. | 2,628 | $637,821.63 | $987,024.21 | - | $349,202.58 | 54.75% | -8.158% |
| AMCR Amcor plc | 8,679 | $345,764.27 | $401,664.12 | - | $55,899.85 | 16.17% | +2.231% |
| AMD Advanced Micro Devices Inc. | 2,146 | $565,361.56 | $1.19M | - | $620,775.5 | 109.8% | 0.0 |
| AMGN Amgen Inc. Common Stock | 2,265 | $725,501.85 | $992,840.1 | - | $267,338.25 | 36.85% | 0.0 |
| AMP Ameriprise Financial Inc. | 506 | $243,388.51 | $248,198.07 | - | $4,809.56 | 1.98% | 0.0 |
| AMRZ Amrize Ltd | 7,785 | $406,907.99 | $302,058 | - | -$104,849.99 | -25.77% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Revisor Wealth Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: iShares Emerging Markets Dividend ETF - $2.76M, NVIDIA Corporation - $2.27M, Apple Inc - $2.23M, Taiwan Semiconductor Manufacturing Company Limited - $2.19M, and Inspire 100 ETF - $1.77M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Jumia Technologies AG Sponsored ADR - $285,600, Walgreens Boots Alliance Inc - $259,038.71, iShares U.S. Oil Equipment & Services ETF - $198,396.85, WillScot Holdings Corporation - $131,057.45, and RF Industries, Ltd - $125,378.72. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Revisor Wealth Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.9M earned over time. The largest contributors to dividend income include iShares Emerging Markets Dividend ETF - $1.94M, Schwab U.S. Aggregate Bond ETF - $1.15M, Vanguard Intermediate-Term Corporate Bond ETF - $1.14M, State Street SPDR Portfolio Short Term Corporate Bond ETF - $888,129.54, and Vanguard Long-Term Corporate Bond ETF - $831,079.32. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Revisor Wealth Management LLC's monthly returns?
Revisor Wealth Management LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Revisor Wealth Management LLC's strategy be considered aggressive or moderate?
Revisor Wealth Management LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Revisor Wealth Management LLC's strategy?
Revisor Wealth Management LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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