Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REVISOR WEALTH MANAGEMENT LLC | 01-10-2024 | 12-31-2023 | 130 | 86,875,431 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JOHNSON & JOHNSON | COM | 51 | $411,208 | 2,624 | 0.00 | 0.00 | -1,580 | -37.58 | 12-31-2023 |
| AMERICAN EXPRESS CO | COM | Liquidated | $0 | 0 | 0.00 | 2,722 | +Inf | 12-31-2023 | |
| VANECK ETF TRUST | SHRT HGH YLD MUN | 53 | $404,182 | 18,264 | 0.00 | 18,264 | +Inf | 12-31-2023 | |
| GENERAL DYNAMICS CORP | COM | 54 | $399,903 | 1,540 | 0.00 | 0.00 | -358 | -18.86 | 12-31-2023 |
