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:
32.31%
Gain -0.17%
Monthly
0.81%
Yearly
10.22%
Drawdown
13.15%
$382.82M
Equity
Holdings
$382.82M
Investment
$344.05M
$58.98M
Profit -$1M
Realized
$20.21M
Unrealized
$38.77M
Dividends
$18.06M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.17%
Profit
-$1M
Win %
65%
This Week
Compared To Last Week
Gain
-1.14%
Profit
-$4.42M
Win %
65%
This Month
Compared to last month
Gain
-0.58%
Profit
-$2.23M
Win %
65%
This Year
Compared to last year
Gain
7.17%
Profit
$25.67M
Win %
66%
LAC
+46.3%
+$491,937.68 
NEM Newmont Corporation
+3.52%
+$11,103.56 
GM General Motors Company
+3.28%
+$15,020.55 
HII Huntington Ingalls Industries Inc.
+3.17%
+$26,360.85 
B BARRICK MINING CORP Common Stock (ABR0)
+3.13%
+$13,986.66 
EIX Edison International
+2.83%
+$22,294.48 
AVGO Broadcom Inc.
+2.67%
+$38,641.88 
NOC Northrop Grumman Corporation
+2.54%
+$7,586.17 
WLDN Willdan Group, Inc.
+2.31%
+$5,822.88 
NVDA NVIDIA Corporation
+2.3%
+$140,476.79 
ARGT GLOBAL X MSCI ARGENTINA ETF
+2.08%
+$13,510.28 
ED Consolidated Edison, Inc.
+2.08%
+$8,317.44 
JNJ Johnson & Johnson
+2%
+$23,659.26 
SJM The J.M. Smucker Company
+1.99%
+$8,178.8 
ATO Atmos Energy Corporation
+1.95%
+$12,024.71 
ES Eversource Energy
+1.93%
+$16,863.56 
XOM Exxon Mobil Corporation
+1.81%
+$52,964.01 
AMRZ Amrize Ltd.
+1.79%
+$5,247.84 
BLK BlackRock, Inc.
+1.77%
+$16,551.01 
UL Unilever PLC Sponsored American Depositary Receipt
+1.71%
+$8,336.64 
NEE NextEra Energy, Inc.
+1.68%
+$8,071.92 
AMT American Tower Corporation
+1.63%
+$18,131.97 
GD General Dynamics Corporation
+1.48%
+$18,554.28 
PPG PPG Industries Inc.
+1.45%
+$4,433.52 
AMD Advanced Micro Devices, Inc.
+1.45%
+$15,831.62 
LMT Lockheed Martin Corporation
+1.43%
+$2,908 
ADM Archer-Daniels-Midland Co
+1.3%
+$6,944 
CL Colgate-Palmolive Company
+1.25%
+$4,484.97 
NUE Nucor Corporation
+1.16%
+$8,129.7 
SYY Sysco Corporation
+1.11%
+$17,187.3 
COP ConocoPhillips
+1.1%
+$9,051.93 
ADI Analog Devices, Inc.
+1.02%
+$7,969.36 
TXN Texas Instruments Inc
+0.99%
+$9,094.86 
ETN Eaton Corporation plc
+0.98%
+$4,866.83 
ABT Abbott Laboratories
+0.9%
+$3,596.4 
JPM JPMorgan Chase & Co.
+0.86%
+$33,462.31 
KMB Kimberly-Clark Corporation
+0.77%
+$2,162.14 
ITW Illinois Tool Works Inc.
+0.71%
+$5,356.37 
FAST Fastenal Co.
+0.71%
+$1,922.25 
TFC Truist Financial Corporation
+0.68%
+$3,958.5 
RTX RTX Corporation
+0.62%
+$3,821.18 
HWM Howmet Aerospace Inc.
+0.61%
+$6,420.9 
NDSN Nordson Corporation
+0.52%
+$2,217.67 
CTAS Cintas Corporation
+0.47%
+$4,578.05 
HRL Hormel Foods Corporation
+0.4%
+$1,147.7 
PLTM GraniteShares Platinum Trust
+0.38%
+$610.2 
PTL Inspire 500 ETF
+0.37%
+$2,731.01 
KO The Coca-Cola Company
+0.28%
+$5,524.37 
EMR Emerson Electric Co.
+0.27%
+$1,697.98 
MGV Vanguard Mega Cap Value ETF
+0.24%
+$5,504.07 
OMC Omnicom Group Inc.
+0.21%
+$3,046.06 
APD Air Products and Chemicals, Inc.
+0.21%
+$2,772.4 
IOO iShares Global 100 ETF
+0.1%
+$374.33 
CLX The Clorox Company
+0.07%
+$155.75 
CSCO Cisco Systems, Inc.
+0.03%
+$258.96 
VO Vanguard Mid-Cap ETF
+0.03%
+$307.28 
INCR Intercure Ltd.
+0.02%
+$2.38 
SMIZ Zacks Trust Zacks Small/Mid Cap ETF
+0.02%
+$86.78 
TGT Target Corporation
+0.01%
+$52.52 
PG Procter & Gamble Co
+0.01%
+$133.01 
MRK Merck & Co., Inc.
+0.01%
+$33.19 
ADP Automatic Data Processing Inc.
0%
$0 
AGGH Simplify Aggregate Bond ETF
0%
$0 
AIRR First Trust RBA American Industrial Renaissance ETF
0%
$0 
AMGN Amgen Inc.
0%
$0 
ANRO Alto Neuroscience Inc.
0%
$0 
AOS A. O. Smith Corporation
0%
$0 
APP AppLovin Corporation Class A Common Stock
0%
$0 
ATI ATI Inc.
0%
-$0.02 
BF-B Brown-Forman Corporation
0%
$0 
BIBL Inspire 100 ETF
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BITB Bitwise Bitcoin ETF
0%
$0 
BITW Bitwise 10 Crypto Index Fund
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
BLES Inspire Global Hope ETF
0%
$0 
BLND Blend Labs Inc.
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BRO Brown & Brown Inc.
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
BUCK Simplify Treasury Option Income ETF
0%
$0 
CB Chubb Limited
0%
$0 
CDE Coeur Mining, Inc.
0%
$0 
CHD Church & Dwight Co., Inc.
0%
$0 
CHRW C.H. Robinson Worldwide, Inc.
0%
$0 
CINF Cincinnati Financial Corporation
0%
+$0.27 
CMCSA Comcast Corp
0%
$0 
COPX Global X Copper Miners ETF
0%
$0 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
0%
+$0.01 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
CRDO Credo Technology Group Holding Ltd.
0%
$0 
CSMD Congress SMid Growth ETF
0%
$0 
CVX Chevron Corporation
0%
-$0.03 
DE Deere & Company
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DHS WisdomTree U.S. High Dividend Fund
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
$0 
DOC Healthpeak Properties, Inc.
0%
$0 
DOV Dover Corporation
0%
$0 
DTD WisdomTree U.S. Total Dividend Fund
0%
$0 
DUK Duke Energy Corporation
0%
$0 
DVYE iShares Emerging Markets Dividend ETF
0%
$0 
ECL Ecolab Inc.
0%
$0 
EELV Invesco S&P Emerging Markets Low Volatility ETF
0%
$0 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ERIE Erie Indemnity Company
0%
-$0.01 
ESS Essex Property Trust, Inc.
0%
-$0.01 
ETHA iShares Ethereum Trust
0%
$0 
ETR Entergy Corporation
0%
$0 
EWZ iShares MSCI Brazil ETF
0%
$0 
FDLS Inspire Fidelis Multi Factor ETF
0%
$0 
FLDR Fidelity Low Duration Bond ETF
0%
$0 
FMAO Farmers & Merchants Bancorp Inc.
0%
$0 
FMB First Trust Managed Municipal Fund
0%
-$0.85 
FN Fabrinet
0%
+$0.01 
GDX VanEck Gold Miners ETF
0%
$0 
GE General Electric Company
0%
-$0.04 
GEV GE Vernova Inc.
0%
$0 
GLD SPDR Gold Shares
0%
$0 
GOOG Alphabet Inc
0%
$0 
GPC Genuine Parts Company
0%
$0 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
$0 
GSK GSK plc Sponsored ADR
0%
$0 
GWW W.W. Grainger, Inc.
0%
$0 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
0%
$0 
HON Honeywell International Inc.
0%
$0 
HUBB Hubbell Inc.
0%
+$0.01 
IAGG iShares International Aggregate Bond Fund
0%
$0 
IBD Inspire Corporate Bond ETF
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IBM International Business Machines Corporation
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 
INCY Incyte Corporation
0%
$0 
INDA ISHARES MSCI INDIA ETF
0%
$0 
IQV IQVIA Holdings Inc.
0%
$0 
ISMD Inspire Small/Mid Cap ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
-$0.01 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
JBBB Janus Henderson B-BBB CLO ETF
0%
$0 
JD JD.com Inc.
0%
$0 
JMIA Jumia Technologies AG
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
JSI Janus Henderson Securitized Income ETF
0%
$0 
KVUE Kenvue Inc.
0%
$0 
LDOS Leidos Holdings Inc.
0%
$0 
LEU Centrus Energy Corp.
0%
-$0.01 
LIN Linde plc
0%
$0 
LITE Lumentum Holdings Inc.
0%
$0 
LOW Lowe's Companies Inc.
0%
$0 
LW Lamb Weston Holdings, Inc.
0%
$0 
LYG Lloyds Banking Group Plc ADR
0%
$0 
MA Mastercard Incorporated
0%
+$0.01 
MDT Medtronic plc
0%
$0 
MKC McCormick & Company, Incorporated
0%
$0 
MMM 3M Company
0%
+$0.02 
MOS Mosaic Company
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
0%
$0 
NET Cloudflare Inc.
0%
$0 
NMTC NeuroOne Medical Technologies Corporation
0%
$0 
NOW ServiceNow, Inc.
0%
+$0.01 
NUVB Nuvation Bio Inc.
0%
$0 
O Realty Income Corporation
0%
$0 
OKTA Okta Inc.
0%
-$0.03 
ORCL Oracle Corporation
0%
$0 
PAGP Plains GP Holdings, L.P.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PEY Invesco High Yield Equity Dividend Achievers ETF
0%
$0 
PFE Pfizer Inc.
0%
$0 
PFM Invesco Dividend Achievers ETF
0%
$0 
PL PLANET LABS PBC
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PNR Pentair plc
0%
$0 
PVAL Putnam Focused Large Cap Value ETF
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
+$0.03 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RCL Royal Caribbean Group
0%
+$0.07 
RDDT Reddit Inc Class A
0%
$0 
REMX VanEck Rare Earth and Strategic Metals ETF
0%
$0 
RISN Inspire Tactical Balanced ETF
0%
$0 
RSG Republic Services, Inc.
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
+$0.02 
SBUX Starbucks Corporation
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHM Schwab U.S. Mid-Cap ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
+$0.01 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SHW The Sherwin-Williams Company
0%
+$0.08 
SHYD VanEck Short High Yield Municipal Fund
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
SIL Global X Silver Miners UCITS ETF USD Accumulating
0%
$0 
SKYW SkyWest Inc.
0%
$0 
SLV iShares Silver Trust
0%
-$0.07 
SNDL Sundial Growers Inc.
0%
$0 
SNY Sanofi American Depositary Receipt
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPGI S&P Global Inc.
0%
-$0.01 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
SSRM Ssr Mining Inc.
0%
$0 
STRL Sterling Infrastructure, Inc.
0%
-$0.02 
TIGO Millicom International Cellular S.A.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TWLO Twilio Inc.
0%
$0 
UAMY United States Antimony Corporation
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UNFI United Natural Foods Inc.
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
URA Global X Uranium ETF
0%
$0 
USAR USA Rare Earth, Inc.
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VBK Vanguard Small-Cap Growth ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VCLT Vanguard Long-Term Corporate Bond Fund
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VIGI Vanguard International Dividend Appreciation Index Fund
0%
$0 
VISN Vistance Networks, Inc.
0%
$0 
VOE Vanguard Mid-Cap Value ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VOOG Vanguard S&P 500 Growth ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
-$0.01 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VWOB Vanguard Emerging Markets Government Bond Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WEAT Teucrium Commodity Trust - Teucrium Wheat Fund
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
ZECP Zacks Earnings Consistent Portfolio
0%
$0 
PLTR Palantir Technologies Inc.
-6.1%
-$62,754.13 
CRM Salesforce Inc
-4.15%
-$180,954.81 
ROP Roper Technologies Inc.
-3.99%
-$12,623.94 
MRSH Marsh & McLennan Companies, Inc.
-3.08%
-$8,528.8 
CAH Cardinal Health Inc.
-2.88%
-$26,389.93 
META Meta Platforms Inc Class A
-2.58%
-$87,892.48 
FIS Fidelity National Information Services, Inc.
-2.5%
-$24,492 
HITI High Tide Inc.
-2.27%
-$602.45 
AON Aon plc
-1.97%
-$7,324.51 
AMAT Applied Materials, Inc.
-1.88%
-$35,854.96 
MCK McKesson Corporation
-1.79%
-$7,814.42 
WFC Wells Fargo & Company
-1.5%
-$39,853.44 
TTMI TTM Technologies, Inc.
-1.46%
-$9,107.44 
GOOGL Alphabet Inc
-1.46%
-$52,487.28 
TROW T. Rowe Price Group, Inc.
-1.36%
-$4,432 
TSLA Tesla, Inc.
-1.3%
-$58,159.2 
PARR Par Pacific Holdings Inc.
-1.22%
-$3,700.48 
CLS Celestica Inc.
-1.2%
-$10,458.13 
MU Micron Technology, Inc.
-1.17%
-$44,464.18 
SATS EchoStar Corporation
-1.16%
-$3,004.77 
UNH UnitedHealth Group Incorporated
-1.16%
-$18,501.88 
ELV Elevance Health, Inc.
-1.11%
-$17,443.5 
ABBV AbbVie Inc.
-1.09%
-$9,447.23 
AMZN Amazon.com Inc
-1.09%
-$75,899.7 
LLY Eli Lilly and Company
-1.05%
-$9,907.62 
ALB Albemarle Corporation
-0.99%
-$3,557.97 
IBKR Interactive Brokers Group Inc.
-0.97%
-$5,677.32 
LUMN Lumen Technologies Inc.
-0.89%
-$2,243.7 
BKNG Booking Holdings Inc.
-0.86%
-$11,665.42 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.78%
-$6,896.25 
BEN Franklin Resources Inc.
-0.77%
-$3,034.25 
LAMR Lamar Advertising Company
-0.72%
-$13,108.08 
FDS FactSet Research Systems Inc.
-0.7%
-$2,089.74 
V Visa Inc. Class A
-0.68%
-$12,420.05 
PGR Progressive Corporation
-0.66%
-$2,586.7 
GIS General Mills, Inc.
-0.65%
-$2,669.52 
EXPD Expeditors International of Washington, Inc.
-0.63%
-$2,988.85 
AXP American Express Company
-0.58%
-$7,746.99 
AAPL Apple Inc.
-0.56%
-$97,110.2 
STE STERIS plc
-0.56%
-$1,180 
ACN Accenture plc Class A
-0.55%
-$959.42 
AMCR Amcor plc
-0.53%
-$1,994.33 
VUG Vanguard Growth ETF
-0.52%
-$7,600.5 
NVS Novartis AG Sponsored ADR
-0.51%
-$2,706.54 
QQQ Invesco QQQ Trust, Series 1
-0.51%
-$6,903.28 
NUEM Nuveen ESG Emerging Markets Equity Fund
-0.49%
-$1,179.67 
BDX Becton, Dickinson and Company
-0.44%
-$7,673.8 
FRT Federal Realty Investment Trust
-0.43%
-$3,266.46 
DFP Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
-0.43%
-$5,491.89 
SCMB Schwab Municipal Bond ETF
-0.31%
-$1,315.2 
AMP Ameriprise Financial, Inc.
-0.29%
-$753.3 
DIS The Walt Disney Company
-0.28%
-$932.04 
KMX CarMax Inc.
-0.28%
-$1,254.88 
VB Vanguard Small-Cap ETF
-0.27%
-$5,158.08 
WST West Pharmaceutical Services, Inc.
-0.23%
-$1,057.41 
COST Costco Wholesale Corporation
-0.21%
-$813.65 
NFLX Netflix, Inc.
-0.2%
-$613.2 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.17%
-$350.1 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.16%
-$2,957.47 
MTBA Simplify MBS ETF
-0.14%
-$512.12 
CAG Conagra Brands Inc.
-0.14%
-$791.96 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$23,916.78 
MCD McDonald's Corporation
-0.13%
-$6,029.9 
SPY SPDR S&P 500 ETF Trust
-0.12%
-$3,032.92 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.11%
-$332.58 
QUIZ Zacks Quality International Fund
-0.1%
-$327.66 
NXXT Nextnrg Inc.
-0.09%
-$4.92 
CAT Caterpillar Inc.
-0.07%
-$1,047.37 
VCRB Vanguard Core Bond ETF
-0.05%
-$145.31 
GFI Gold Fields Ltd. Sponsored ADR
-0.05%
-$73.08 
HD The Home Depot, Inc.
-0.04%
-$208.51 
AFL Aflac Inc.
-0.01%
-$48.77 
BND Vanguard Total Bond Market Index Fund
-0.01%
-$58.91 
GLRY Inspire Faithward Mid Cap Momentum ETF
-0.01%
-$14.53 
IMCV iShares Morningstar Mid-Cap ETF
0%
-$10.61 
GROZ Zacks Focus Growth ETF
0%
-$4.62 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2535 | Longs Won 1567/2535 61% | Profit Factor 3.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $152,985.04 |
| Average Win $51,635.86 | Best Trade (Jul 27) $5.17M | Sharpe Ratio -5.3 |
| Average Loss -$22,728.38 | Worst Trade (Jul 24) -$2.76M | Z-Score -5.73 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 5d | Expectancy $23,264.33 |
| 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 | 16,949 | 15,254 | 13,559 | 11,864 | 10,169 | 8,475 | 6,780 | 5,085 | 3,390 | 1,695 |
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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 - $2.65M, NVIDIA Corporation - $2.24M, Apple Inc - $1.89M, Vanguard International Dividend Appreciation Index Fund - $1.18M, and Vanguard Intermediate-Term Corporate Bond Fund - $1.03M. 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 - $285,600, Walgreens Boots Alliance Inc - $259,038.71, iShares U.S. Oil Equipment & Services ETF - $196,929.49, WillScot Holdings Corporation - $131,057.45, and Corcept Therapeutics Incorporated - $108,099.58. 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 $18.06M earned over time. The largest contributors to dividend income include iShares Emerging Markets Dividend ETF - $1.88M, Vanguard Intermediate-Term Corporate Bond Fund - $993,841.26, Schwab U.S. Aggregate Bond ETF - $970,997.27, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $814,058.29, and SPDR Portfolio Short Term Corporate Bond ETF - $795,949.17. 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.
