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
COST
Costco Wholesale Corp

Consumer Defensive
147
+ 13.09%
$890.62 - $1076.86 $131K - $158K
1.27K $1.2M
MA
Mastercard Inc

Financial Services
160
+ 4.65%
$504.67 - $576.31 $80.7K - $92.2K
3.6K $1.97M
IEMG
Ishares Inc

ETFs
2.97K
+ 52.18%
N/A
8.67K $464K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.28K
+ 7.91%
$63.91 - $70.19 $81.7K - $89.8K
17.4K $1.18M
PM
Philip Morris International Inc.

Consumer Defensive
308
+ 14.69%
$117.15 - $158.79 $36.1K - $48.9K
2.41K $381K
SUB
Ishares Short Term National Mu

ETFs
1.21K
+ 21.71%
$105.3 - $106.24 $127K - $128K
6.76K $712K
IXUS
Ishares Tr

ETFs
80
+ 0.28%
$65.06 - $72.31 $5.2K - $5.78K
29.2K $2.05M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
9.16K
+ 2.21%
$44.81 - $46.22 $410K - $423K
424K $19.1M
RTX
Raytheon Technologies Corp

Industrials
209
+ 4.29%
$114.1 - $135.66 $23.8K - $28.4K
5.08K $673K
CVX
Chevron Corp

Energy
248
+ 8.31%
$146.71 - $167.97 $36.4K - $41.7K
3.23K $540K
VTV
Vanguard Value ETF

ETFs
603
+ 43.01%
$167.73 - $179.21 $101K - $108K
2.01K $342K
FNDF
Schwab Fundamental Intl Large

ETFs
1.69K
+ 13.42%
$32.9 - $37.45 $55.6K - $63.3K
14.3K $520K
FNDX
Schwab Fundamental U S Large C

ETFs
4.55K
+ 14.99%
$23.03 - $25.01 $105K - $114K
34.9K $816K
GE
General Electric CO

Industrials
117
+ 5.2%
$168.59 - $212.13 $19.7K - $24.8K
2.37K $473K
IBM
International Business Machines Corp

Technology
163
+ 8.22%
$217.4 - $264.74 $35.4K - $43.2K
2.15K $533K
ABT
Abbott Laboratories

Healthcare
400
+ 19.16%
$111.1 - $140.22 $44.4K - $56.1K
2.49K $330K
NFLX
Netflix Inc

Communication Services
48
+ 4.69%
$828.4 - $1058.6 $39.8K - $50.8K
1.07K $998K
GILD
Gilead Sciences, Inc.

Healthcare
196
+ 5.96%
$89.14 - $117.41 $17.5K - $23K
3.49K $390K
NYF
Ishares New York Muni Bond ETF

ETFs
1.91K
+ 8.35%
$52.33 - $53.92 $100K - $103K
24.8K $1.3M
ED
Consolidated Edison Inc

Utilities
31
+ 0.83%
$88.0 - $110.59 $2.73K - $3.43K
3.75K $414K
PG
Procter & Gamble CO

Consumer Defensive
377
+ 6.11%
$158.56 - $176.26 $59.8K - $66.5K
6.55K $1.12M
MCD
Mcdonalds Corp

Consumer Cyclical
118
+ 6.08%
$279.74 - $321.29 $33K - $37.9K
2.06K $643K
VZ
Verizon Communications Inc

Communication Services
840
+ 12.32%
$37.81 - $46.49 $31.8K - $39.1K
7.66K $347K
PGR
Progressive Corp

Financial Services
79
+ 7.04%
$235.61 - $291.22 $18.6K - $23K
1.2K $339K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
2.66K
+ 10.95%
$33.28 - $36.41 $88.5K - $96.8K
26.9K $914K
WMT
Walmart Inc.

Consumer Defensive
878
+ 9.92%
$84.5 - $105.05 $74.2K - $92.2K
9.73K $853K
DUK
Duke Energy Corp

Utilities
84
+ 2.85%
$105.87 - $121.97 $8.89K - $10.2K
3.03K $370K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
293
+ 3.82%
$47.39 - $54.26 $13.9K - $15.9K
7.95K $417K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
292
+ 3.2%
$95.85 - $99.25 $28K - $29K
9.42K $929K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
2.24K
+ 12.84%
N/A
19.7K $399K
FNDE
Schwab Fundamental Emerging Mk

ETFs
670
+ 6.06%
$28.11 - $32.0 $18.8K - $21.4K
11.7K $360K
CB
Chubb LTD

Financial Services
46
+ 6.19%
$257.71 - $301.99 $11.9K - $13.9K
789 $238K
WFC
Wells Fargo & Company

Financial Services
361
+ 8.22%
$66.78 - $81.42 $24.1K - $29.4K
4.75K $341K
SO
Southern CO

Utilities
75
+ 3.02%
$80.96 - $92.96 $6.07K - $6.97K
2.56K $235K
CSCO
Cisco Systems, Inc.

Technology
138
+ 1.51%
$58.74 - $64.87 $8.11K - $8.95K
9.29K $573K
NUSC
Nuveen Esg Small Cap ETF

ETFs
3.15K
+ 11.57%
$37.9 - $43.9 $120K - $138K
30.4K $1.17M
BK
Bank Of New York Mellon Corp

Financial Services
78
+ 2.73%
$75.42 - $88.95 $5.88K - $6.94K
2.94K $246K
TJX
Tjx Companies Inc

Consumer Cyclical
202
+ 9.3%
$112.81 - $126.16 $22.8K - $25.5K
2.37K $289K
PEP
Pepsico Inc

Consumer Defensive
198
+ 11.69%
$142.64 - $156.42 $28.2K - $31K
1.89K $283K
VIG
Vanguard Dividend Appreciation

ETFs
137
+ 2.7%
N/A
5.2K $947K
GD
General Dynamics Corp

Industrials
64
+ 8.07%
$241.94 - $272.58 $15.5K - $17.4K
857 $233K
SPGI
S&P Global Inc.

Financial Services
39
+ 8.53%
$478.26 - $543.77 $18.7K - $21.2K
496 $252K
APD
Air Products & Chemicals, Inc.

Basic Materials
49
+ 2.45%
$283.24 - $338.07 $13.9K - $16.6K
2.05K $603K
UNP
Union Pacific Corp

Industrials
57
+ 5.66%
$225.21 - $254.42 $12.8K - $14.5K
1.06K $251K
MU
Micron Technology Inc

Technology
134
+ 3.56%
$86.89 - $109.38 $11.6K - $14.7K
3.89K $338K
HUM
Humana Inc

Healthcare
17
+ 2.13%
$249.11 - $303.11 $4.23K - $5.15K
815 $215K
PODD
Insulet Corp

Healthcare
35
+ 2.41%
$237.06 - $288.29 $8.3K - $10.1K
1.49K $390K
NEE
Nextera Energy Inc

Utilities
182
+ 3.75%
$66.96 - $76.16 $12.2K - $13.9K
5.04K $357K
IDXX
Idexx Laboratories Inc

Healthcare
7
+ 0.82%
$406.29 - $469.04 $2.84K - $3.28K
861 $361K
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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