Revolve Wealth Partners, LLC Purchases in Q1 2025

Revolve Wealth Partners, LLC

  • $660 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
40.5K
+ 7.34%
$69.57 - $78.65 $2.82M - $3.19M
592K $45.2M
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
119K
+ 9.5%
$23.44 - $26.38 $2.79M - $3.14M
1.37M $35.3M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
131K
+ 11.93%
$25.12 - $26.05 $3.29M - $3.41M
1.23M $30.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
80.7K
+ 9.81%
$18.36 - $20.51 $1.48M - $1.66M
903K $18M
TSLA
Tesla, Inc.

Consumer Cyclical
11.4K
+ 213.52%
$222.15 - $428.22 $2.52M - $4.86M
16.7K $4.32M
EQIX
Equinix Inc

Real Estate
2.65K
New
$803.0 - $959.97 $2.13M - $2.54M
2.65K $2.16M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
38.4K
+ 10.29%
$34.14 - $37.91 $1.31M - $1.46M
412K $14.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.64K
+ 78.27%
$507.05 - $563.67 $1.85M - $2.05M
8.3K $4.24M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
32.7K
New
$40.79 - $42.32 $1.34M - $1.39M
32.7K $1.38M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
18K
+ 132.5%
$49.25 - $50.66 $889K - $914K
31.7K $1.57M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
141
+ 2.2%
$442.66 - $534.52 $62.4K - $75.4K
6.55K $3.44M
V
Visa Inc.

Financial Services
361
+ 3.06%
$306.92 - $362.71 $111K - $131K
12.2K $4.27M
JPM
Jpmorgan Chase & CO

Financial Services
1.9K
+ 15.84%
$225.19 - $279.95 $428K - $532K
13.9K $3.41M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
7.67K
+ 1.04%
$22.46 - $23.26 $172K - $178K
743K $17.2M
ISRG
Intuitive Surgical Inc

Healthcare
990
+ 86.54%
$476.63 - $610.45 $472K - $604K
2.13K $1.06M
SHOP
Shopify Inc.

Technology
4.82K
+ 58.69%
$90.59 - $129.31 $436K - $623K
13K $1.26M
SYLD
Cambria Shareholder Yld ETF

ETFs
28.7K
+ 9.52%
$62.77 - $71.4 $1.8M - $2.05M
330K $21M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
7.45K
+ 20.56%
$38.89 - $41.6 $290K - $310K
43.7K $1.75M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.74K
New
$53.6 - $58.97 $308K - $339K
5.74K $312K
CRWD
Crowd Strike Holdings, Inc.

Technology
836
New
$308.86 - $455.36 $258K - $381K
836 $294K
ABBV
Abb Vie Inc.

Healthcare
269
+ 3.7%
$169.2 - $216.66 $45.5K - $58.3K
7.55K $1.58M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
843
+ 1.29%
$58.01 - $64.46 $48.9K - $54.3K
66.1K $4.13M
EFV
Msci Eafe Value ETF

ETFs
58
+ 0.15%
$51.88 - $60.73 $3.01K - $3.52K
38.8K $2.31M
HUBS
Hubspot Inc

Technology
481
New
$571.29 - $819.71 $275K - $394K
481 $274K
MUB
Ishares National Muni Bond ETF

ETFs
4.1K
+ 3.3%
$104.71 - $107.69 $429K - $441K
128K $13.5M
PEG
Public Service Enterprise Group Inc

Utilities
3.15K
New
$78.2 - $90.39 $246K - $285K
3.15K $259K
JNJ
Johnson & Johnson

Healthcare
433
+ 5.11%
$142.06 - $167.7 $61.5K - $72.6K
8.91K $1.48M
BSX
Boston Scientific Corp

Healthcare
2.5K
New
$89.38 - $106.18 $223K - $265K
2.5K $251K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.1K
+ 0.5%
$76.77 - $82.22 $84.4K - $90.4K
220K $17.2M
PH
Parker Hannifin Corp

Industrials
398
New
$591.65 - $707.05 $235K - $281K
398 $241K
TMUS
T Mobile Us, Inc.

Communication Services
882
New
$211.3 - $272.83 $186K - $241K
882 $235K
AVSD
American Centy ETF Tr Avantis

ETFs
2.3K
+ 11.73%
$54.89 - $62.11 $126K - $143K
21.9K $1.32M
TXN
Texas Instruments Inc

Technology
1.19K
New
N/A
1.19K $231K
DNL
Wiswisdomtree Tr

ETFs
6.28K
New
$35.56 - $38.21 $223K - $240K
6.28K $225K
IAU
Ishares Gold Trust

ETFs
3.81K
New
$49.74 - $58.96 $190K - $225K
3.81K $224K
WM
Waste Management Inc

Industrials
963
New
$200.54 - $233.78 $193K - $225K
963 $222K
VEEV
Veeva Systems Inc

Healthcare
933
New
$210.58 - $246.8 $196K - $230K
933 $216K
FNDC
Schwab Fundamental Intl Small

ETFs
5.87K
New
$33.34 - $37.44 $196K - $220K
5.87K $214K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
3.62K
New
$58.11 - $65.29 $210K - $236K
3.62K $214K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.72K
New
$25.81 - $28.52 $199K - $220K
7.72K $213K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.56K
New
$58.81 - $68.2 $209K - $243K
3.56K $212K
AIG
American International Group, Inc.

Financial Services
2.41K
New
$70.5 - $86.94 $170K - $210K
2.41K $209K
XOM
Exxon Mobil Corp

Energy
928
+ 10.95%
$105.44 - $118.93 $97.8K - $110K
9.41K $1.12M
SBUX
Starbucks Corp

Consumer Cyclical
2.1K
New
$91.75 - $115.81 $193K - $243K
2.1K $205K
TSCO
Tractor Supply CO

Consumer Cyclical
3.7K
New
$51.66 - $57.94 $191K - $215K
3.7K $204K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.3K
+ 20.09%
$360.07 - $417.26 $466K - $540K
7.74K $2.79M
MS
Morgan Stanley

Financial Services
1.74K
New
$111.68 - $141.08 $194K - $245K
1.74K $202K
MO
Altria Group, Inc.

Consumer Defensive
3.37K
New
$50.81 - $60.02 $171K - $202K
3.37K $202K
LLY
Eli Lilly & CO

Healthcare
143
+ 9.72%
$725.72 - $929.72 $104K - $133K
1.61K $1.33M
Activity Summary
Buys All Purchases 155 New Holdings 25 Increased Positions 130 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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