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
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1.4K
+ 11.22%
$37.35 - $43.35 $52.1K - $60.5K
13.8K $524K
ROK
Rockwell Automation, Inc

Industrials
100
+ 12.5%
$255.29 - $303.75 $25.5K - $30.4K
900 $232K
PEV
Phoenix Motor Inc.

Consumer Cyclical
10.8K
New
$0.24 - $0.77 $2.58K - $8.28K
10.8K $4K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1
+ 0.03%
$71.17 - $73.66 $71.2 - $73.7
3.3K $241K
Linde PLC
10
+ 1.29%
N/A
787 $0
Ocean Biomedical Inc
69.6K
New
N/A
69.6K $0
HD
Home Depot, Inc.

Consumer Cyclical
143
+ 6.1%
$347.25 - $424.87 $49.7K - $60.8K
2.49K $912K
QCOM
Qualcomm Inc

Technology
3
+ 0.12%
$151.94 - $175.86 $456 - $528
2.55K $390K
DFSI
Dimensional ETF Tr Dimen Intl
5.55K
+ 9.2%
N/A
65.9K $0
LOW
Lowes Companies Inc

Consumer Cyclical
61
+ 5.66%
$222.66 - $268.42 $13.6K - $16.4K
1.14K $265K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
1.74K
+ 16.83%
$0.17 - $0.42 $296 - $731
12.1K $2K
OKE
Oneok Inc

Energy
56
+ 0.99%
$89.57 - $109.85 $5.02K - $6.15K
5.7K $565K
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 7.14%
$4295.4 - $5141.88 $12.9K - $15.4K
45 $207K
BA
Boeing CO

Industrials
38
+ 3.35%
$148.15 - $186.25 $5.63K - $7.08K
1.17K $200K
INTU
Intuit Inc

Technology
13
+ 1.6%
$555.63 - $630.23 $7.22K - $8.19K
826 $507K
CSX
Csx Corp

Industrials
1.31K
+ 8.91%
$29.11 - $33.67 $38.2K - $44.2K
16K $472K
FNDA
Schwab Fundamental U S Small C

ETFs
594
+ 6.88%
$26.87 - $30.99 $16K - $18.4K
9.23K $252K
CAT
Caterpillar Inc

Industrials
19
+ 2.86%
$326.75 - $407.63 $6.21K - $7.74K
684 $225K
BLND
Blend Labs, Inc.

Technology
140
+ 0.45%
$2.96 - $4.05 $414 - $567
31.5K $112K
ADI
Analog Devices Inc

Technology
20
+ 0.93%
$201.56 - $243.82 $4.03K - $4.88K
2.17K $437K
BAC
Bank Of America Corp

Financial Services
240
+ 1.73%
$39.61 - $47.74 $9.51K - $11.5K
14.1K $589K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
56
+ 2.3%
$126.86 - $146.45 $7.1K - $8.2K
2.49K $316K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.11%
$524.81 - $672.19 $525 - $672
889 $485K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
1.7K
+ 7.72%
$41.78 - $50.35 $71.1K - $85.7K
23.7K $1.02M
IWS
Ishares Russell Midcap Value E

ETFs
1
+ 0.02%
$122.59 - $135.24 $123 - $135
6.44K $805K
HON
Honeywell International Inc

Industrials
30
+ 1.27%
$202.75 - $226.52 $6.08K - $6.8K
2.39K $505K
ACN
Accenture PLC

Technology
22
+ 2.47%
$300.91 - $398.25 $6.62K - $8.76K
914 $285K
AXP
American Express CO

Financial Services
40
+ 2.53%
$255.39 - $325.87 $10.2K - $13K
1.62K $435K
DIS
Walt Disney CO

Communication Services
281
+ 5.82%
$96.87 - $114.0 $27.2K - $32K
5.11K $504K
ADBE
Adobe Inc.

Technology
111
+ 8.51%
$377.84 - $464.11 $41.9K - $51.5K
1.42K $543K
ETN
Eaton Corp PLC

Industrials
38
+ 4.16%
$271.83 - $371.23 $10.3K - $14.1K
951 $258K
APP
App Lovin Corp

Technology
9
+ 0.99%
$238.08 - $510.13 $2.14K - $4.59K
918 $243K
DXCM
Dexcom Inc

Healthcare
3
+ 0.05%
$67.74 - $90.75 $203 - $272
6.22K $425K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.42K
+ 6.25%
$77.67 - $90.15 $110K - $128K
24.1K $1.88M
DSI
Ishares Msci Kld 400 Social Et

ETFs
645
+ 3.87%
$101.98 - $115.66 $65.8K - $74.6K
17.3K $1.77M
ZBRA
Zebra Technologies Corp

Technology
3
+ 0.42%
$271.72 - $421.11 $815 - $1.26K
713 $201K
CRM
Salesforce, Inc.

Technology
119
+ 6.51%
$268.36 - $359.95 $31.9K - $42.8K
1.95K $522K
ORCL
Oracle Corp

Technology
261
+ 4.82%
$139.81 - $186.47 $36.5K - $48.7K
5.68K $793K
AMZN
Amazon Com Inc

Consumer Cyclical
3.16K
+ 12.63%
$190.26 - $242.06 $602K - $765K
28.2K $5.37M
BX
Blackstone Inc.

Financial Services
590
+ 8.9%
$136.53 - $186.74 $80.6K - $110K
7.22K $1.01M
HYD
Vaneck High Yield Muni ETF

ETFs
449
+ 0.23%
$50.79 - $52.53 $22.8K - $23.6K
192K $9.78M
VB
Vanguard Small Cap ETF

ETFs
83
+ 0.93%
$217.89 - $252.64 $18.1K - $21K
9.02K $2M
NOW
Service Now, Inc.

Technology
74
+ 8.72%
$783.83 - $1170.39 $58K - $86.6K
923 $734K
AVUV
American Centy ETF Tr Avantis

ETFs
9.73K
+ 8.86%
$84.95 - $100.62 $827K - $979K
120K $10.4M
GOOGL
Alphabet Inc.

Communication Services
1.73K
+ 11.61%
$154.33 - $206.19 $267K - $357K
16.7K $2.57M
AVGO
Broadcom Inc.

Technology
1.09K
+ 13.59%
$167.43 - $244.7 $182K - $266K
9.08K $1.52M
GOOG
Alphabet Inc.

Communication Services
175
+ 1.65%
$156.06 - $207.71 $27.3K - $36.3K
10.8K $1.68M
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.06K
+ 1.3%
$21.75 - $24.28 $132K - $147K
471K $10.3M
ITAN
Ea Series Trust Sparkline Inta

ETFs
11.8K
+ 1.65%
$29.47 - $32.86 $347K - $386K
722K $21.5M
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
Track This Portfolio

Track Revolve Wealth Partners, LLC Portfolio

Follow Revolve Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Revolve Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Revolve Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email