Revolve Wealth Partners, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $561 Million distributed in 186 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 $94.7M, Ishares Tr with a value of $37.3M, Ea Ser Tr Alpha Architect Intl with a value of $30.5M, Spdr Nuveen Bloomberg High Yie with a value of $23.8M, and Ea Ser Tr Momentumshares U S Q with a value of $21.4M.

Examining the 13F form we can see an increase of $67.8M in the current position value, from $494M to 561M.

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

Portfolio value $561 Million
ETFs: $462 Million
Technology: $38.7 Million
Healthcare: $14.6 Million
Financial Services: $12.7 Million
Consumer Cyclical: $11.3 Million
Communication Services: $9.99 Million
Consumer Defensive: $5.55 Million
Industrials: $3.39 Million
Other: $2.92 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 186
  • Current Value $561 Million
  • Prior Value $494 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 23 stocks
  • Additional Purchases 108 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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