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:
40.42%
Gain +0.07%
Monthly
0.89%
Yearly
11.19%
Drawdown
13.25%
$419.78M
Equity
Holdings
$419.78M
Investment
$373.29M
$69.84M
Profit -$153,739.34
Realized
$23.35M
Unrealized
$46.49M
Dividends
$18.76M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.07%
Profit
-$153,739.34
Win %
63%
This Week
Compared To Last Week
Gain
-1.15%
Profit
-$4.9M
Win %
63%
This Month
Compared to last month
Gain
-0.97%
Profit
-$4.12M
Win %
63%
This Year
Compared to last year
Gain
2.22%
Profit
$8.93M
Win %
64%
RDDT Reddit Inc Class A
+6.09%
+$128,520 
ELV Elevance Health, Inc.
+4.95%
+$81,113.2 
AAPL Apple Inc.
+3.58%
+$594,936.93 
TIGO Millicom International Cellular S.A.
+3.1%
+$9,094.4 
APP AppLovin Corporation Class A Common Stock
+3.06%
+$6,545 
GM General Motors Company
+2.81%
+$17,072.75 
CMCSA Comcast Corp
+2.36%
+$29,731.96 
PM Philip Morris International Inc.
+2.21%
+$61,025.13 
PBR Petrobras S.A. Sponsored ADR
+2.2%
+$5,359 
WST West Pharmaceutical Services, Inc.
+2.13%
+$8,055.96 
CNC Centene Corporation
+2.09%
+$5,260.84 
UBER Uber Technologies, Inc.
+2.05%
+$7,809.54 
DY Dycom Industries Inc.
+1.91%
+$2,457.52 
TWLO Twilio Inc.
+1.76%
+$6,119.26 
BF-B Brown-Forman Corporation
+1.76%
+$4,110.1 
FLN First Trust Latin America ETF
+1.63%
+$5,948.76 
ABBV AbbVie Inc.
+1.62%
+$13,850.92 
WEAT Teucrium Commodity Trust - Teucrium Wheat Fund
+1.6%
+$9,977.52 
DIS The Walt Disney Company
+1.56%
+$5,605.57 
OMC Omnicom Group Inc.
+1.5%
+$20,752.85 
FMAO Farmers & Merchants Bancorp Inc.
+1.43%
+$5,803.5 
NGEN NervGen Pharma Corp.
+1.41%
+$318 
EWZ iShares MSCI Brazil ETF
+1.31%
+$10,018.5 
CHRW C.H. Robinson Worldwide, Inc.
+1.31%
+$4,438.41 
FIS Fidelity National Information Services, Inc.
+1.22%
+$11,214.87 
ACN Accenture plc Class A
+1.22%
+$12,750.12 
SEZL Sezzle Inc.
+1.08%
+$3,246.12 
AON Aon plc
+1.02%
+$3,304.6 
SYY Sysco Corporation
+0.92%
+$14,462.25 
ADP Automatic Data Processing Inc.
+0.82%
+$3,969.78 
ARGT GLOBAL X MSCI ARGENTINA ETF
+0.82%
+$8,199.41 
UPS United Parcel Service, Inc.
+0.79%
+$5,085.6 
SCHW Charles Schwab Corporation
+0.75%
+$8,522.4 
XOM Exxon Mobil Corporation
+0.63%
+$20,242.56 
NOC Northrop Grumman Corporation
+0.62%
+$2,015.99 
SNEX StoneX Group Inc.
+0.62%
+$2,923.78 
GOOG Alphabet Inc
+0.62%
+$26,260.2 
GOOGL Alphabet Inc
+0.59%
+$19,102.2 
PARR Par Pacific Holdings Inc.
+0.58%
+$2,343.84 
GL Globe Life Inc.
+0.57%
+$1,235.78 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$2,504.7 
BKNG Booking Holdings Inc.
+0.52%
+$8,005.5 
ITW Illinois Tool Works Inc.
+0.48%
+$2,168.32 
GD General Dynamics Corporation
+0.46%
+$6,421.72 
FAST Fastenal Co.
+0.45%
+$1,222.32 
VZ Verizon Communications Inc.
+0.44%
+$4,530.68 
ADM Archer-Daniels-Midland Co
+0.42%
+$1,904.4 
COP ConocoPhillips
+0.37%
+$3,509.31 
TFC Truist Financial Corporation
+0.35%
+$1,951.25 
PGR Progressive Corporation
+0.35%
+$1,446.75 
KO The Coca-Cola Company
+0.32%
+$7,678.44 
AMP Ameriprise Financial, Inc.
+0.32%
+$959 
PAYC Paycom Software, Inc.
+0.32%
+$2,206.6 
RIVN Rivian Automotive, Inc.
+0.31%
+$679.71 
CB Chubb Limited
+0.31%
+$1,354.08 
HII Huntington Ingalls Industries Inc.
+0.28%
+$2,297.88 
RTX RTX Corporation
+0.28%
+$1,716 
PG Procter & Gamble Co
+0.26%
+$2,961.85 
CINF Cincinnati Financial Corporation
+0.23%
+$10,406.3 
KVUE Kenvue Inc.
+0.23%
+$722.56 
MSFT Microsoft Corp.
+0.18%
+$22,458.14 
LUMN Lumen Technologies Inc.
+0.15%
+$461.86 
DE Deere & Company
+0.13%
+$391.5 
IQV IQVIA Holdings Inc.
+0.12%
+$444.86 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$2,084.8 
JD JD.com Inc.
+0.07%
+$164.04 
BNY BlackRock New York Municipal Income Trust
+0.06%
+$387.2 
SCI Service Corporation International
+0.06%
+$127.48 
NOW ServiceNow, Inc.
+0.05%
+$261.45 
ETHV VanEck Ethereum ETF
+0.03%
+$91.21 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$585.43 
NVS Novartis AG Sponsored ADR
+0.01%
+$33.64 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$36.74 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
+$59.77 
BLND Blend Labs Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NFLX Netflix, Inc.
0%
+$0.01 
THM International Tower Hill Mines Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DXJ WisdomTree Japan Hedged Equity Fund
0%
-$0.02 LAC
LAC
0%
$0 JFLI
JFLI
0%
$0 
NXXT Nextnrg Inc.
-20.6%
-$652.72 
LEU Centrus Energy Corp.
-8.52%
-$20,111.01 
NEXA Nexa Resources S.A.
-7.68%
-$22,992.81 
SCZM Santacruz Silver Mining Ltd.
-7.09%
-$11,677.2 
COPX Global X Copper Miners ETF
-7.03%
-$102,108 
UAMY United States Antimony Corporation
-6.97%
-$5,050.5 
ANRO Alto Neuroscience Inc.
-6.75%
-$39,399 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
-6.34%
-$66,756.96 
PLTM GraniteShares Platinum Trust
-6.11%
-$12,358.74 
USAR USA Rare Earth, Inc.
-5.98%
-$13,588.44 
FDS FactSet Research Systems Inc.
-5.81%
-$18,252.46 
LRCX Lam Research Corporation
-5.64%
-$12,338.36 
LITE Lumentum Holdings Inc.
-5.39%
-$36,763.2 
SLV iShares Silver Trust
-5.32%
-$141,590.28 
REMX VanEck Rare Earth and Strategic Metals ETF
-5.27%
-$19,947.24 
ORCL Oracle Corporation
-5.23%
-$35,523.54 
NBIS Nebius Group N.V.
-5.09%
-$15,936.48 
PENG Penguin Solutions, Inc.
-4.78%
-$7,080.88 
MU Micron Technology, Inc.
-4.6%
-$205,991.59 
CRDO Credo Technology Group Holding Ltd.
-4.53%
-$76,373.96 
CSTM Constellium SE
-4.37%
-$14,744.1 
KGC Kinross Gold Corporation
-4.32%
-$12,867.3 
FLEX Flex Ltd.
-4.14%
-$16,928.75 
SNDK SanDisk Corporation
-4.02%
-$22,929.77 
URA Global X Uranium ETF
-4.02%
-$23,385.31 
ATI ATI Inc.
-3.69%
-$13,606.68 
ICHR Ichor Holdings Ltd.
-3.65%
-$4,629.34 
NUVB Nuvation Bio Inc.
-3.6%
-$4,352.2 
FN Fabrinet
-3.5%
-$10,409.04 
GDX VanEck Gold Miners ETF
-3.44%
-$18,433.8 
MRVL Marvell Technology, Inc.
-3.42%
-$6,480.25 
RXT Rackspace Technology, Inc.
-3.4%
-$3,756.06 
COHR Coherent Corp.
-3.38%
-$5,504.25 
AMD Advanced Micro Devices, Inc.
-3.32%
-$40,286.26 
RGLD Royal Gold Inc.
-3.26%
-$11,063.88 
JMIA Jumia Technologies AG
-3.19%
-$45,684 
CDE Coeur Mining, Inc.
-3.17%
-$9,328.62 
AMAT Applied Materials, Inc.
-3.17%
-$38,702.72 
PL PLANET LABS PBC
-3.08%
-$5,243.29 
GIS General Mills, Inc.
-3.06%
-$12,976.45 
MOS Mosaic Company
-3.03%
-$19,620.6 
MXL MaxLinear Inc.
-2.99%
-$8,371.68 
P Everpure Inc.
-2.99%
-$9,398.9 
ALB Albemarle Corporation
-2.98%
-$10,177.5 
GEV GE Vernova Inc.
-2.9%
-$21,913.88 
SOXX iShares Semiconductor ETF
-2.77%
-$8,758.41 
SWK Stanley Black & Decker Inc.
-2.68%
-$7,527.6 
CAG Conagra Brands Inc.
-2.65%
-$15,875.99 
MT ArcelorMittal S.A.
-2.58%
-$8,184.87 
CLS Celestica Inc.
-2.56%
-$22,460.85 
NESR National Energy Services Reunited Corp.
-2.54%
-$6,309.6 
B BARRICK MINING CORP Common Stock (ABR0)
-2.49%
-$16,576.74 
IBM International Business Machines Corporation
-2.46%
-$22,720.9 
SMH VanEck Semiconductor ETF
-2.44%
-$4,861.47 
NVDA NVIDIA Corporation
-2.36%
-$153,827.52 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.35%
-$13,317.08 
AMGN Amgen Inc.
-2.28%
-$27,475.09 
INCY Incyte Corporation
-2.17%
-$12,355.98 
PLTR Palantir Technologies Inc.
-2.17%
-$36,017.38 
AIFD TCW Artificial Intelligence ETF
-2.16%
-$6,308.33 
DOV Dover Corporation
-2.11%
-$13,053.24 
STRL Sterling Infrastructure, Inc.
-2.08%
-$10,269.42 
NDSN Nordson Corporation
-2.07%
-$9,339.11 
ES Eversource Energy
-2.04%
-$17,065.44 
OTIS Otis Worldwide Corporation
-2.02%
-$13,932.8 
NEM Newmont Corporation
-2%
-$9,907.2 
HWM Howmet Aerospace Inc.
-2%
-$17,600.82 
PPG PPG Industries Inc.
-1.95%
-$5,864.54 
AOS A. O. Smith Corporation
-1.91%
-$5,993.52 
SPMO Invesco S&P 500 Momentum ETF
-1.91%
-$5,570.67 
MRK Merck & Co., Inc.
-1.91%
-$16,595.86 
SPGI S&P Global Inc.
-1.88%
-$10,181.45 
BDX Becton, Dickinson and Company
-1.87%
-$42,098.04 
CVSA Adtalem Global Education Inc.
-1.85%
-$3,979.64 
CSCO Cisco Systems, Inc.
-1.83%
-$8,786 
EZPW EzCorp Inc.
-1.81%
-$3,966.6 
SJM The J.M. Smucker Company
-1.79%
-$8,070.92 
ABT Abbott Laboratories
-1.77%
-$7,616.7 
GLD SPDR Gold Shares
-1.73%
-$10,456.56 
CAH Cardinal Health Inc.
-1.68%
-$17,103.32 
LW Lamb Weston Holdings, Inc.
-1.66%
-$9,312 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.6%
-$8,750.92 
VWO Vanguard FTSE Emerging Markets ETF
-1.54%
-$35,213.34 
TTMI TTM Technologies, Inc.
-1.54%
-$6,482.54 
HD The Home Depot, Inc.
-1.54%
-$6,215.32 
PWRD TCW Transform Systems ETF
-1.52%
-$7,392.94 
SPEM SPDR Portfolio Emerging Markets ETF
-1.51%
-$166,341.6 
ALTO Alto Ingredients Inc.
-1.49%
-$2,193.36 
ETN Eaton Corporation plc
-1.46%
-$7,435.45 
VBK Vanguard Small-Cap Growth ETF
-1.44%
-$23,156.1 
META Meta Platforms Inc Class A
-1.42%
-$55,143.13 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.41%
-$16,054.08 
ERIE Erie Indemnity Company
-1.41%
-$4,469.29 
BIBL Inspire 100 ETF
-1.4%
-$43,433.39 
ICVT iShares Convertible Bond ETF
-1.4%
-$24,307.37 
UL Unilever PLC Sponsored American Depositary Receipt
-1.4%
-$6,878.34 
AMT American Tower Corporation
-1.39%
-$16,089.36 
GVIP Goldman Sachs Hedge Industry VIP ETF
-1.39%
-$3,589.21 
BITB Bitwise Bitcoin ETF
-1.38%
-$19,062.81 
IBIT iShares Bitcoin Trust
-1.38%
-$21,471.39 
PNR Pentair plc
-1.36%
-$4,754.1 
SCHA Schwab U.S. Small-Cap ETF
-1.35%
-$3,925.62 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.34%
-$4,281 
CHD Church & Dwight Co., Inc.
-1.34%
-$5,017.52 
HSBC HSBC Holdings plc Sponsored ADR
-1.34%
-$3,485.52 
BEN Franklin Resources Inc.
-1.33%
-$5,052.32 
CAT Caterpillar Inc.
-1.33%
-$17,457.96 
ETR Entergy Corporation
-1.32%
-$13,899.78 
EMR Emerson Electric Co.
-1.3%
-$8,708.28 
DPZ Domino's Pizza Inc.
-1.29%
-$10,736.96 
AMRZ Amrize Ltd.
-1.29%
-$3,300.84 
IWP iShares Russell Mid-Cap Growth ETF
-1.28%
-$2,513.4 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.28%
-$8,976 
GLRY Inspire Faithward Mid Cap Momentum ETF
-1.26%
-$5,171.95 
SCHM Schwab U.S. Mid-Cap ETF
-1.26%
-$3,152.38 
STE STERIS plc
-1.24%
-$2,660 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.24%
-$19,348.2 
UNH UnitedHealth Group Incorporated
-1.22%
-$17,030.39 
MCK McKesson Corporation
-1.21%
-$5,612.98 
EIX Edison International
-1.2%
-$6,902.76 
DFP Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
-1.2%
-$12,620.64 
SCHF Schwab International Equity ETF
-1.17%
-$38,260.86 
TLH iShares 10-20 Year Treasury Bond ETF
-1.17%
-$2,680.16 
VCLT Vanguard Long-Term Corporate Bond Fund
-1.16%
-$70,642.13 
UNFI United Natural Foods Inc.
-1.14%
-$4,494.12 
TSLA Tesla, Inc.
-1.13%
-$49,495.68 
TGT Target Corporation
-1.12%
-$3,889.6 
LIN Linde plc
-1.09%
-$9,019.46 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
-1.08%
-$10,061.4 
QQQM Invesco NASDAQ 100 ETF
-1.07%
-$15,456.92 
CSMD Congress SMid Growth ETF
-1.07%
-$2,414.16 
ATO Atmos Energy Corporation
-1.07%
-$6,464.96 
IMCG iShares Morningstar Mid-Cap Growth ETF
-1.06%
-$5,247.55 
QQQ Invesco QQQ Trust, Series 1
-1.06%
-$14,287.5 
TXN Texas Instruments Inc
-1.06%
-$8,645.17 
ADI Analog Devices, Inc.
-1.05%
-$7,215.98 
VB Vanguard Small-Cap ETF
-1.04%
-$20,303.82 
GSK GSK plc Sponsored ADR
-1.03%
-$15,393 
FNDF Schwab Fundamental International Large Company Index ETF
-1.02%
-$9,879.24 
LOW Lowe's Companies Inc.
-1.01%
-$8,600.06 
NET Cloudflare Inc.
-1.01%
-$4,406.3 
AVGO Broadcom Inc.
-1.01%
-$13,024.83 
SHW The Sherwin-Williams Company
-1%
-$23,960.65 
ESS Essex Property Trust, Inc.
-0.99%
-$3,590.4 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.97%
-$3,943.74 
XLU Utilities Select Sector SPDR Fund
-0.95%
-$1,949.14 
IBKR Interactive Brokers Group Inc.
-0.95%
-$3,897.52 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-0.94%
-$2,796.46 
OKTA Okta Inc.
-0.94%
-$7,753.91 
CLX The Clorox Company
-0.94%
-$2,214.74 
MMM 3M Company
-0.94%
-$3,758.75 
NUE Nucor Corporation
-0.93%
-$6,557.61 
VO Vanguard Mid-Cap ETF
-0.91%
-$12,767.22 
SCMB Schwab Municipal Bond ETF
-0.91%
-$3,177 
O Realty Income Corporation
-0.9%
-$3,377.7 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.89%
-$1,846.16 
BLK BlackRock, Inc.
-0.87%
-$8,360.38 
RDVY First Trust Rising Dividend Achievers ETF
-0.87%
-$2,842 
IJR iShares Core S&P Small-Cap ETF
-0.86%
-$2,407.01 
IMTB iShares Core 5-10 Year USD Bond ETF
-0.86%
-$6,967.12 
DUK Duke Energy Corporation
-0.85%
-$9,444.35 
QUIZ Zacks Quality International Fund
-0.85%
-$3,765.5 
SBUX Starbucks Corporation
-0.82%
-$2,590.38 
VOOG Vanguard S&P 500 Growth ETF
-0.81%
-$3,012.4 
IBD Inspire Corporate Bond ETF
-0.81%
-$9,659.22 
CTAS Cintas Corporation
-0.8%
-$8,121.6 
BLES Inspire Global Hope ETF
-0.8%
-$8,591.77 
GPC Genuine Parts Company
-0.79%
-$10,661.72 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.77%
-$7,284.03 
AGGH Simplify Aggregate Bond ETF
-0.76%
-$2,655.3 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.76%
-$84,488.66 
PTL Inspire 500 ETF
-0.76%
-$11,236.05 
LAMR Lamar Advertising Company
-0.76%
-$6,924.64 
GROZ Zacks Focus Growth ETF
-0.76%
-$4,052.25 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.76%
-$7,302.75 
WEC WEC Energy Group Inc.
-0.75%
-$6,151.2 
JVAL JPMorgan U.S. Value Factor ETF
-0.74%
-$2,413.84 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.72%
-$14,661.54 
VTV Vanguard Value ETF
-0.72%
-$5,431.86 
JSI Janus Henderson Securitized Income ETF
-0.72%
-$3,215.65 
MGV Vanguard Mega Cap Value ETF
-0.71%
-$16,669.7 
MKC McCormick & Company, Incorporated
-0.7%
-$4,179.6 
VTEB Vanguard Tax-Exempt Bond ETF
-0.7%
-$6,538.2 
ED Consolidated Edison, Inc.
-0.7%
-$2,710.5 
VOE Vanguard Mid-Cap Value ETF
-0.69%
-$4,257.9 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.69%
-$112,537.13 
RSP Invesco S&P 500 Equal Weight ETF
-0.68%
-$2,286.36 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.67%
-$9,967.45 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.67%
-$3,194.4 
PEY Invesco High Yield Equity Dividend Achievers ETF
-0.66%
-$2,547.22 
MTBA Simplify MBS ETF
-0.66%
-$2,945.92 
VCRB Vanguard Core Bond ETF
-0.66%
-$1,789 
SMIZ Zacks Trust Zacks Small/Mid Cap ETF
-0.66%
-$4,090.68 
ISMD Inspire Small/Mid Cap ETF
-0.65%
-$3,561.57 
BND Vanguard Total Bond Market Index Fund
-0.64%
-$5,267.46 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.62%
-$2,524.45 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.62%
-$5,381.88 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.61%
-$11,370.57 
JCPB JPMorgan Core Plus Bond ETF
-0.61%
-$2,121.84 
SCHX Schwab U.S. Large-Cap ETF
-0.6%
-$11,181.3 
VOO Vanguard S&P 500 ETF
-0.6%
-$9,049.7 
IVV iShares Core S&P 500 ETF
-0.59%
-$7,311.85 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$15,873.19 
LYG Lloyds Banking Group Plc ADR
-0.59%
-$8,527.75 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$2,887.44 
VYMI Vanguard International High Dividend Yield Index Fund
-0.59%
-$3,762.16 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.58%
-$2,051.14 
GWW W.W. Grainger, Inc.
-0.58%
-$2,952.6 
HRL Hormel Foods Corporation
-0.57%
-$1,516.44 
HUBB Hubbell Inc.
-0.56%
-$2,621.4 
WLDN Willdan Group, Inc.
-0.56%
-$1,172.08 
VYM Vanguard High Dividend Yield ETF
-0.55%
-$1,786.5 
XLV Health Care Select Sector SPDR Fund
-0.55%
-$1,485.12 
APD Air Products and Chemicals, Inc.
-0.54%
-$7,190.4 
FMB First Trust Managed Municipal Fund
-0.53%
-$1,103.18 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.52%
-$59,853 
QUAL iShares MSCI USA Quality Factor ETF
-0.51%
-$1,789.76 
SDY SPDR S&P Dividend ETF
-0.51%
-$2,137.2 
PFE Pfizer Inc.
-0.5%
-$4,227.02 
ACVU Hartford Alpha Capture Value ETF
-0.5%
-$1,153.28 
VUG Vanguard Growth ETF
-0.5%
-$8,529.4 
CVX Chevron Corporation
-0.49%
-$4,385.85 
IMCV iShares Morningstar Mid-Cap ETF
-0.48%
-$1,722.7 
USMV iShares MSCI USA Min Vol Factor ETF
-0.46%
-$1,505.58 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.46%
-$17,993.89 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.46%
-$987.84 
PFM Invesco Dividend Achievers ETF
-0.45%
-$1,193.98 
VIG Vanguard Dividend Appreciation ETF
-0.45%
-$12,788.9 
ROP Roper Technologies Inc.
-0.45%
-$1,534.59 
FDLS Inspire Fidelis Multi Factor ETF
-0.44%
-$4,980.56 
CRM Salesforce Inc
-0.43%
-$27,021.52 
IAGG iShares International Aggregate Bond Fund
-0.43%
-$11,267.93 
SPHY SPDR Portfolio High Yield Bond ETF
-0.43%
-$3,485.1 
SCHP Schwab U.S. TIPS ETF
-0.43%
-$10,722.58 
ICE Intercontinental Exchange, Inc.
-0.42%
-$2,640 
DTD WisdomTree U.S. Total Dividend Fund
-0.42%
-$2,785.17 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.41%
-$4,713.84 
GE General Electric Company
-0.4%
-$5,154.89 
TMO Thermo Fisher Scientific Inc.
-0.4%
-$1,008.29 
MA Mastercard Incorporated
-0.39%
-$1,968.81 
SEIC SEI Investments Company
-0.37%
-$960.4 
COWZ Pacer US Cash Cows 100 ETF
-0.36%
-$3,728.5 
BSV Vanguard Short-Term Bond ETF
-0.34%
-$1,451.92 
AXP American Express Company
-0.34%
-$4,587.81 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.34%
-$918.08 
DVYE iShares Emerging Markets Dividend ETF
-0.33%
-$26,399.4 
FRT Federal Realty Investment Trust
-0.33%
-$2,354.48 
JPM JPMorgan Chase & Co.
-0.33%
-$13,978 
SCHD Schwab U.S. Dividend Equity ETF
-0.32%
-$4,677.86 
AMCR Amcor plc
-0.31%
-$1,199.61 
MDT Medtronic plc
-0.29%
-$7,080.48 
RCL Royal Caribbean Group
-0.29%
-$5,574 
IOO iShares Global 100 ETF
-0.29%
-$1,059.03 
BRO Brown & Brown Inc.
-0.29%
-$1,215.05 
PAGP Plains GP Holdings, L.P.
-0.29%
-$1,401.92 
JNJ Johnson & Johnson
-0.27%
-$4,103.99 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.27%
-$833.56 
PVAL Putnam Focused Large Cap Value ETF
-0.26%
-$901.88 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.25%
-$19,869.45 
WFC Wells Fargo & Company
-0.25%
-$6,694.87 
AFL Aflac Inc.
-0.23%
-$1,264.41 
NEE NextEra Energy, Inc.
-0.23%
-$935.37 
RISN Inspire Tactical Balanced ETF
-0.22%
-$2,264.86 
KMB Kimberly-Clark Corporation
-0.2%
-$494.2 
INCR Intercure Ltd.
-0.19%
-$82.7 
ZECP Zacks Earnings Consistent Portfolio
-0.19%
-$819.42 
ECL Ecolab Inc.
-0.18%
-$964.5 
TROW T. Rowe Price Group, Inc.
-0.18%
-$543.4 
AMZN Amazon.com Inc
-0.17%
-$13,219.5 
MCD McDonald's Corporation
-0.17%
-$7,790.2 
BUCK Simplify Treasury Option Income ETF
-0.17%
-$1,168.16 
CL Colgate-Palmolive Company
-0.16%
-$545.86 
STIP iShares 0-5 Year TIPS Bond ETF
-0.16%
-$3,530.08 
BAC Bank of America Corporation
-0.15%
-$681.91 
JBBB Janus Henderson B-BBB CLO ETF
-0.15%
-$302.68 
LLY Eli Lilly and Company
-0.13%
-$1,025.28 
ETHA iShares Ethereum Trust
-0.11%
-$581.94 
TMUS T-Mobile US, Inc.
-0.1%
-$414.9 
JPST JPMorgan Ultra-Short Income ETF
-0.1%
-$2,186.1 
DOC Healthpeak Properties, Inc.
-0.1%
-$392.4 
RFIL RF Industries Ltd.
-0.1%
-$94.34 
FLDR Fidelity Low Duration Bond ETF
-0.08%
-$451.44 
WMT Walmart Inc.
-0.08%
-$942.64 
NUEM Nuveen ESG Emerging Markets Equity Fund
-0.07%
-$170.2 
PEP PepsiCo, Inc.
-0.04%
-$217.97 
JAAA Janus Henderson AAA CLO ETF
-0.04%
-$737.46 
V Visa Inc. Class A
-0.03%
-$618.6 
COST Costco Wholesale Corporation
-0.02%
-$87.78 
DHS WisdomTree U.S. High Dividend Fund
-0.01%
-$24.95 Events
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Dividends
Dividend Analysis
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| Trades 2881 | Longs Won 1842/2881 63% | Profit Factor 4.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $141,691.75 |
| Average Win $49,780.78 | Best Trade (Sep 03) $5.04M | Sharpe Ratio -5.33 |
| Average Loss -$21,594.54 | Worst Trade (Aug 01) -$2.08M | Z-Score 5.37 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 1d | Expectancy $24,242.58 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,608 | 17,647 | 15,686 | 13,725 | 11,765 | 9,804 | 7,843 | 5,882 | 3,922 | 1,961 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 52,626 | $11.71M | $17.19M | - | $5.48M | 46.85% | +3.585% |
| ABBV AbbVie Inc. | 3,399 | $673,872.57 | $866,694.01 | - | $192,821.44 | 28.61% | +1.624% |
| ABT Abbott Laboratories | 4,095 | $490,526.32 | $423,300.15 | - | -$67,226.17 | -13.7% | -1.768% |
| ACN Accenture plc Class A | 5,958 | $833,431.66 | $1.06M | - | $226,734.86 | 27.2% | +1.217% |
| ACVU Hartford Alpha Capture Value ETF | 7,208 | $224,968 | $228,277.36 | - | $3,309.36 | 1.47% | -0.503% |
| ADI Analog Devices, Inc. | 1,889 | $490,974.35 | $682,401.25 | - | $191,426.9 | 38.99% | -1.046% |
| ADM Archer-Daniels-Midland Co | 5,290 | $269,630 | $459,753.9 | - | $190,123.9 | 70.51% | +0.416% |
| ADP Automatic Data Processing Inc. | 1,821 | $529,753.77 | $486,935.4 | - | -$42,818.37 | -8.08% | +0.822% |
| AFL Aflac Inc. | 4,683 | $454,392.09 | $536,063.01 | - | $81,670.92 | 17.97% | -0.235% |
| AGGH Simplify Aggregate Bond ETF | 17,702 | $366,889.34 | $344,834.96 | - | -$22,054.38 | -6.01% | -0.764% |
| AIFD TCW Artificial Intelligence ETF | 5,558 | $308,092 | $286,237 | - | -$21,855 | -7.09% | -2.156% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 6,600 | $772,128.85 | $694,122 | - | -$78,006.85 | -10.1% | -1.277% |
| ALB Albemarle Corporation | 2,714 | $172,614.34 | $331,542.24 | - | $158,927.9 | 92.07% | -2.978% |
| ALTO Alto Ingredients Inc. | 36,556 | $208,370 | $144,761.76 | - | -$63,608.24 | -30.53% | -1.493% |
| AMAT Applied Materials, Inc. | 2,608 | $627,594.03 | $1.18M | - | $556,464.05 | 88.67% | -3.165% |
| AMCR Amcor plc | 8,886 | $353,992.52 | $382,053.57 | - | $28,061.05 | 7.93% | -0.313% |
| AMD Advanced Micro Devices, Inc. | 2,326 | $603,910.36 | $1.17M | - | $567,881.92 | 94.03% | -3.324% |
| AMGN Amgen Inc. | 3,075 | $951,661.95 | $1.18M | - | $224,018.17 | 23.54% | -2.284% |
| AMP Ameriprise Financial, Inc. | 548 | $263,721.18 | $303,389.24 | - | $39,668.06 | 15.04% | +0.317% |
| AMRZ Amrize Ltd. | 6,228 | $348,358.79 | $251,860.32 | - | -$96,498.47 | -27.7% | -1.294% |
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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 - $2.59M, NVIDIA Corporation - $2.26M, Apple Inc - $1.91M, Vanguard International Dividend Appreciation Index Fund - $1.18M, and Vanguard Intermediate-Term Corporate Bond Fund - $1.12M. 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 - $198,396.85, 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 $18.76M earned over time. The largest contributors to dividend income include iShares Emerging Markets Dividend ETF - $1.8M, Vanguard Intermediate-Term Corporate Bond Fund - $1.09M, Schwab U.S. Aggregate Bond ETF - $1.09M, SPDR Portfolio Short Term Corporate Bond ETF - $858,975.63, and Vanguard Long-Term Corporate Bond Fund - $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.
