Revolve Wealth Partners, LLC Incresed Positions 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
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
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
18K
+ 132.5%
$49.25 - $50.66 $889K - $914K
31.7K $1.57M
VEA
Vanguard Ftse Developed Market

ETFs
5.76K
+ 4.67%
$47.4 - $52.99 $273K - $305K
129K $6.62M
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
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
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
MUB
Ishares National Muni Bond ETF

ETFs
4.1K
+ 3.3%
$104.71 - $107.69 $429K - $441K
128K $13.5M
JNJ
Johnson & Johnson

Healthcare
433
+ 5.11%
$142.06 - $167.7 $61.5K - $72.6K
8.91K $1.48M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.1K
+ 0.5%
$76.77 - $82.22 $84.4K - $90.4K
220K $17.2M
AVSD
American Centy ETF Tr Avantis

ETFs
2.3K
+ 11.73%
$54.89 - $62.11 $126K - $143K
21.9K $1.32M
XOM
Exxon Mobil Corp

Energy
928
+ 10.95%
$105.44 - $118.93 $97.8K - $110K
9.41K $1.12M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.3K
+ 20.09%
$360.07 - $417.26 $466K - $540K
7.74K $2.79M
LLY
Eli Lilly & CO

Healthcare
143
+ 9.72%
$725.72 - $929.72 $104K - $133K
1.61K $1.33M
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
PLTR
Palantir Technologies Inc.

Technology
651
+ 10.95%
$64.98 - $124.62 $42.3K - $81.1K
6.6K $556K
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
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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