Portfolio (Quarterly)
Guide ↗
Revisor Wealth Management LLC
· CIK 0001887409| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CTA | SIMPLIFY EXCHANGE TRADED FUN | — | 33,666 | $937K | 0.25% | SOLD |
| 2 | — | FIRST TR EXCH TRADED FD III | — | 9,686 | $690K | 0.18% | SOLD |
| 3 | BAC | BANK AMERICA CORP | Financial Services | 11,349 | $606K | 0.16% | SOLD |
| 4 | BOIL | PROSHARES TR II | Financial Services | 23,328 | $605K | 0.16% | SOLD |
| 5 | KGC | KINROSS GOLD CORP | Basic Materials | 9,550 | $309K | 0.08% | SOLD |
| 6 | ADBE | ADOBE INC | Technology | 902 | $286K | 0.08% | SOLD |
| 7 | VEU | VANGUARD INTL EQUITY INDEX F | — | 3,720 | $284K | 0.08% | SOLD |
| 8 | SWK | STANLEY BLACK & DECKER INC | Industrials | 3,360 | $279K | 0.07% | SOLD |
| 9 | TSLL | DIREXION SHS ETF TR | — | 14,300 | $268K | 0.07% | SOLD |
| 10 | EBAY | EBAY INC. | Consumer Cyclical | 2,836 | $257K | 0.07% | SOLD |
| 11 | U | UNITY SOFTWARE INC | Technology | 6,024 | $254K | 0.07% | SOLD |
| 12 | ETHV | VANECK ETHEREUM TR | Financial Services | 5,718 | $246K | 0.07% | SOLD |
| 13 | IDLV | INVESCO EXCH TRADED FD TR II | — | 7,167 | $246K | 0.07% | SOLD |
| 14 | PSIX | POWER SOLUTIONS INTL INC | Industrials | 3,432 | $234K | 0.06% | SOLD |
| 15 | TTC | TORO CO | Industrials | 2,501 | $222K | 0.06% | SOLD |
| 16 | IWP | ISHARES TR | — | 1,538 | $216K | 0.06% | SOLD |
| 17 | GVIP | GOLDMAN SACHS ETF TR | — | 1,362 | $215K | 0.06% | SOLD |
| 18 | ADSK | AUTODESK INC | Technology | 768 | $214K | 0.06% | SOLD |
| 19 | TMUS | T-MOBILE US INC | Communication Services | 1,092 | $208K | 0.06% | SOLD |
| 20 | USFR | WISDOMTREE TR | — | 4,108 | $207K | 0.06% | SOLD |
Sector Allocation
Technology
24.1%
Financial Services
17.1%
Consumer Cyclical
12.4%
Industrials
8.6%
Communication Services
8.5%
Healthcare
8.3%
Consumer Defensive
7.3%
Basic Materials
4.6%
Energy
4.0%
Utilities
3.0%