Revolve Wealth Partners, LLC Portfolio Holdings

Revolve Wealth Partners, LLC

  • $642 Million
  • Q4 2024

Revolve Wealth Partners, LLC has filed its 13F form on March 19, 2025 for Q4 2024 where it was disclosed a total value porftolio of $642 Million distributed in 221 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $108M, Ishares Tr with a value of $38.8M, Ea Ser Tr Alpha Architect Intl with a value of $30.1M, Spdr Nuveen Bloomberg High Yie with a value of $28.1M, and Ea Ser Tr Momentumshares U S Q with a value of $23.8M.

Examining the 13F form we can see an decrease of $267M in the current position value, from $909M to 642M.

Below you can find more details about Revolve Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $642 Million
ETFs: $517 Million
Technology: $52.7 Million
Financial Services: $17.1 Million
Healthcare: $14.9 Million
Communication Services: $13 Million
Consumer Cyclical: $10.9 Million
Consumer Defensive: $6.25 Million
Industrials: $4.42 Million
Other: $3.69 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$108 Million 16.89% of portfolio
373,844
Q4 2024 Added 0.19%
$0
$38.8 Million 6.04% of portfolio
551,668
Q4 2024 Added 3.75%
$0
$30.1 Million 4.69% of portfolio
1,254,005
Q4 2024 Added 1.9%
$0
$28.1 Million 4.37% of portfolio
1,097,107
Q4 2024 Added 4.76%
$0
$23.8 Million 3.7% of portfolio
370,444
Q4 2024 Reduced 0.09%
$0
$22.1 Million 3.44% of portfolio
710,454
Q4 2024 Added 1.45%
$0
$20.6 Million 3.21% of portfolio
301,085
Q4 2024 Added 3.44%
$0
$18.9 Million 2.95% of portfolio
414,862
Q4 2024 Added 0.84%
$0
$17 Million 2.65% of portfolio
218,498
Q4 2024 Reduced 0.68%
$3.57T
$16.7 Million 2.61% of portfolio
66,857
Q4 2024 Added 4.2%
$0
$16.7 Million 2.6% of portfolio
735,257
Q4 2024 Added 114.44%
$0
$15.2 Million 2.37% of portfolio
822,596
Q4 2024 Added 93.61%
$0
$13.4 Million 2.09% of portfolio
481,364
Q4 2024 Added 294.77%
$0
$13.2 Million 2.06% of portfolio
124,193
Q4 2024 Added 10.69%
$0
$12.8 Million 1.99% of portfolio
373,261
Q4 2024 Added 3.77%
$2.8T
$11.7 Million 1.82% of portfolio
27,684
Q4 2024 Added 5.77%
$0
$10.6 Million 1.66% of portfolio
18,054
Q4 2024 Reduced 1.59%
$0
$10.6 Million 1.65% of portfolio
109,774
Q4 2024 Added 3.05%
$270B
$10.1 Million 1.57% of portfolio
75,170
Q4 2024 Reduced 0.04%
$0
$9.92 Million 1.55% of portfolio
191,107
Q4 2024 Added 5.99%
$0
$5.91 Million 0.92% of portfolio
123,485
Q4 2024 Added 47.3%
$0
$5.7 Million 0.89% of portfolio
13,876
Q4 2024 Reduced 0.46%
$0
$5.68 Million 0.88% of portfolio
314,063
Q4 2024 Added 5.3%
$1.3T
$5.58 Million 0.87% of portfolio
9,456
Q4 2024 Added 10.2%
$1.94T
$5.49 Million 0.86% of portfolio
25,045
Q4 2024 Added 4.1%
$0
$4.88 Million 0.76% of portfolio
50,417
Q4 2024 Added 12.19%
$167B
$4.25 Million 0.66% of portfolio
16,323
Q4 2024 Reduced 2.1%
$0
$4.12 Million 0.64% of portfolio
7,034
Q4 2024 Added 10.79%
$0
$3.84 Million 0.6% of portfolio
65,245
Q4 2024 Added 3.39%
$573B
$3.73 Million 0.58% of portfolio
11,811
Q4 2024 Added 32.8%
$0
$3.19 Million 0.5% of portfolio
115,000
Q4 2024 Added 194.43%
$683B
$2.91 Million 0.45% of portfolio
6,411
Q4 2024 Added 19.01%
$720B
$2.88 Million 0.45% of portfolio
11,997
Q4 2024 Reduced 3.88%
$0
$2.91 Million 0.45% of portfolio
11,018
Q4 2024 Added 0.54%
$922B
$2.83 Million 0.44% of portfolio
14,930
Q4 2024 Added 3.51%
$0
$2.7 Million 0.42% of portfolio
12,233
Q4 2024 Added 13.25%
$0
$2.69 Million 0.42% of portfolio
5,257
Q4 2024 Added 3.46%
$0
$2.59 Million 0.4% of portfolio
100,044
Q4 2024 Added 104.25%
$0
$2.59 Million 0.4% of portfolio
6,447
Q4 2024 Added 2.43%
$0
$2.51 Million 0.39% of portfolio
4,653
Q4 2024 Reduced 0.13%
$78.2B
$2.33 Million 0.36% of portfolio
25,678
Q4 2024 Reduced 0.42%
$0
$2.29 Million 0.36% of portfolio
4,023
Q4 2024 Reduced 0.25%
$0
$2.32 Million 0.36% of portfolio
20,116
Q4 2024 Reduced 0.78%
$0
$2.15 Million 0.33% of portfolio
8,941
Q4 2024 Added 11.47%
$0
$2.1 Million 0.33% of portfolio
76,685
Q4 2024 Added 206.88%
$818B
$2.15 Million 0.33% of portfolio
5,317
Q4 2024 Added 21.23%
$490B
$2.03 Million 0.32% of portfolio
4,019
Q4 2024 Reduced 4.2%
$0
$2.05 Million 0.32% of portfolio
32,853
Q4 2024 Reduced 0.09%
$0
$2.03 Million 0.32% of portfolio
38,725
Q4 2024 Added 41.34%

Summary

  • Portfolio
  • No. of Stocks 221
  • Current Value $642 Million
  • Prior Value $909 Million
  • Filing
  • Period Q4 2024
  • Filing Date March 19, 2025
  • Form Type 13F-HR/A
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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