Revolve Wealth Partners, LLC Purchases in Q2 2025

Revolve Wealth Partners, LLC

  • $740 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
19.8K
+ 5.31%
$243.75 - $303.93 $4.83M - $6.02M
393K $119M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
374K
+ 1141.84%
$41.1 - $42.37 $15.4M - $15.8M
407K $17.2M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
30.6K
+ 8.14%
$52.11 - $64.98 $1.6M - $1.99M
407K $26.4M
ITAN
Ea Series Trust Sparkline Inta

ETFs
53.8K
+ 7.45%
$26.12 - $32.3 $1.41M - $1.74M
776K $25.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
42K
+ 4.65%
$17.76 - $22.1 $745K - $927K
945K $20.9M
SYLD
Cambria Shareholder Yld ETF

ETFs
36.3K
+ 11.02%
$55.35 - $65.57 $2.01M - $2.38M
366K $23.8M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
14.3K
+ 3.47%
$32.02 - $39.74 $457K - $567K
426K $16.9M
HYD
Vaneck High Yield Muni ETF

ETFs
39.1K
+ 20.39%
$49.08 - $51.35 $1.92M - $2.01M
231K $11.6M
VUG
Vanguard Growth ETF

ETFs
1.53K
+ 11.06%
$329.49 - $438.4 $503K - $670K
15.3K $6.73M
IVV
Ishares Core S&P 500 ETF

ETFs
517
+ 2.89%
$498.8 - $620.9 $258K - $321K
18.4K $11.4M
AVGO
Broadcom Inc.

Technology
56
+ 0.62%
$146.29 - $275.65 $8.19K - $15.4K
9.14K $2.52M
SPY
Spdr S&P 500 ETF Trust

ETFs
693
+ 9.86%
$496.48 - $617.85 $344K - $428K
7.72K $4.77M
EFG
Msci Eafe Growth ETF

ETFs
1.79K
+ 3.57%
$89.8 - $112.0 $161K - $201K
52K $5.83M
AVUV
American Centy ETF Tr Avantis

ETFs
2.75K
+ 2.3%
$75.17 - $91.21 $206K - $251K
122K $11.1M
JPM
Jpmorgan Chase & CO

Financial Services
145
+ 1.04%
$210.28 - $289.91 $30.5K - $42K
14K $4.07M
APH
Amphenol Corp

Technology
2.8K
+ 30.04%
$59.09 - $98.75 $165K - $276K
12.1K $1.2M
DFSV
Dimensional ETF Tr Dimensional

ETFs
17.8K
+ 79.71%
$24.21 - $29.47 $431K - $525K
40.2K $1.18M
GOOGL
Alphabet Inc.

Communication Services
687
+ 4.12%
$144.7 - $178.6 $99.4K - $123K
17.4K $3.06M
NFLX
Netflix Inc

Communication Services
16
+ 1.49%
$855.86 - $1339.13 $13.7K - $21.4K
1.09K $1.46M
ORCL
Oracle Corp

Technology
22
+ 0.39%
$122.82 - $218.63 $2.7K - $4.81K
5.7K $1.25M
MUB
Ishares National Muni Bond ETF

ETFs
5.03K
+ 3.92%
$102.31 - $105.8 $514K - $532K
133K $13.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
19.4K
+ 25.25%
$24.32 - $27.87 $471K - $539K
96K $2.54M
COF
Capital One Financial Corp

Financial Services
1.77K
New
$150.57 - $212.76 $267K - $377K
1.77K $377K
DSI
Ishares Msci Kld 400 Social Et

ETFs
583
+ 3.37%
$91.62 - $116.16 $53.4K - $67.7K
17.9K $2.08M
VO
Vanguard Mid Cap ETF

ETFs
213
+ 1.98%
$228.54 - $279.83 $48.7K - $59.6K
11K $3.07M
VOT
Vanguard Mid Cap Growth Index

ETFs
634
+ 23.52%
$216.28 - $284.39 $137K - $180K
3.33K $947K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.52K
New
$152.93 - $181.74 $232K - $276K
1.52K $276K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
860
New
$177.93 - $313.14 $153K - $269K
860 $269K
CVNA
Carvana Co.

Consumer Cyclical
725
New
$162.57 - $345.64 $118K - $251K
725 $244K
MCK
Mckesson Corp

Healthcare
311
New
$652.83 - $732.78 $203K - $228K
311 $227K
AMAT
Applied Materials Inc

Technology
1.23K
New
$126.95 - $183.52 $156K - $225K
1.23K $224K
KR
Kroger CO

Consumer Defensive
2.9K
New
$64.62 - $74.0 $188K - $215K
2.9K $208K
TT
Trane Technologies PLC

Industrials
472
New
$315.21 - $437.41 $149K - $206K
472 $206K
WELL
Welltower Inc.

Real Estate
1.34K
New
$136.49 - $155.22 $183K - $208K
1.34K $205K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.27K
New
$73.02 - $90.22 $166K - $205K
2.27K $202K
CVS
Cvs Health Corp

Healthcare
2.94K
New
$60.04 - $70.18 $176K - $206K
2.94K $202K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.64K
New
$103.88 - $123.68 $170K - $202K
1.64K $202K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.22K
New
$73.7 - $90.98 $163K - $202K
2.22K $201K
SYK
Stryker Corp

Healthcare
506
New
$337.37 - $395.63 $171K - $200K
506 $200K
IBM
International Business Machines Corp

Technology
322
+ 15.01%
$221.03 - $294.78 $71.2K - $94.9K
2.47K $727K
NYF
Ishares New York Muni Bond ETF

ETFs
3.91K
+ 15.78%
$51.29 - $53.06 $201K - $208K
28.7K $1.5M
VOE
Vanguard Mid Cap Value Index F

ETFs
801
+ 11.05%
$141.87 - $164.49 $114K - $132K
8.05K $1.32M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
747
+ 3.15%
$37.77 - $48.45 $28.2K - $36.2K
24.5K $1.19M
INTU
Intuit Inc

Technology
33
+ 4.0%
$544.07 - $787.63 $18K - $26K
859 $676K
CSX
Csx Corp

Industrials
2.99K
+ 18.63%
$26.69 - $32.91 $79.8K - $98.4K
19K $620K
CRWD
Crowd Strike Holdings, Inc.

Technology
16
+ 1.91%
$321.63 - $509.31 $5.15K - $8.15K
852 $433K
ROK
Rockwell Automation, Inc

Industrials
191
+ 21.22%
$218.97 - $332.17 $41.8K - $63.4K
1.09K $362K
WMT
Walmart Inc.

Consumer Defensive
103
+ 1.06%
$81.79 - $99.98 $8.42K - $10.3K
9.83K $961K
IDXX
Idexx Laboratories Inc

Healthcare
3
+ 0.35%
$361.04 - $536.34 $1.08K - $1.61K
864 $463K
Activity Summary
Buys All Purchases 100 New Holdings 19 Increased Positions 81 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 1 Puts 1
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