Revolve Wealth Partners, LLC Incresed Positions in Q4 2024

Revolve Wealth Partners, LLC

  • $909 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
711
+ 0.19%
$280.04 - $302.45 $199K - $215K
374K $108M
AAPL
Apple Inc.

Technology
2.7K
+ 4.2%
$221.69 - $259.02 $597K - $698K
66.9K $16.7M
VEA
Vanguard Ftse Developed Market

ETFs
39.7K
+ 47.3%
$47.57 - $52.44 $1.89M - $2.08M
123K $5.91M
V
Visa Inc.

Financial Services
2.92K
+ 32.8%
$273.87 - $320.91 $799K - $936K
11.8K $3.73M
MUB
Ishares National Muni Bond ETF

ETFs
12K
+ 10.69%
$105.78 - $108.7 $1.27M - $1.3M
124K $13.2M
AMZN
Amazon Com Inc

Consumer Cyclical
986
+ 4.1%
$180.88 - $232.93 $178K - $230K
25K $5.49M
TSLA
Tesla, Inc.

Consumer Cyclical
931
+ 21.23%
$213.65 - $479.86 $199K - $447K
5.32K $2.15M
ITAN
Ea Series Trust Sparkline Inta

ETFs
10.2K
+ 1.45%
$29.88 - $32.67 $304K - $332K
710K $22.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
318K
+ 215.33%
$22.4 - $68.28 $7.12M - $21.7M
465K $10.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
359K
+ 294.77%
$25.93 - $105.3 $9.32M - $37.8M
481K $13.4M
AVGO
Broadcom Inc.

Technology
756
+ 10.44%
$159.67 - $250.0 $121K - $189K
8K $1.85M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
49.8K
+ 4.76%
$25.3 - $26.31 $1.26M - $1.31M
1.1M $28.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
685
+ 10.79%
$567.81 - $607.81 $389K - $416K
7.03K $4.12M
VNQ
Vanguard Specialized Funds Van

ETFs
5.53K
+ 267.63%
$87.85 - $98.6 $486K - $545K
7.6K $676K
ABBV
Abb Vie Inc.

Healthcare
3.06K
+ 72.69%
$164.99 - $203.87 $506K - $625K
7.28K $1.29M
EFV
Msci Eafe Value ETF

ETFs
11.3K
+ 41.34%
$51.78 - $57.15 $587K - $647K
38.7K $2.03M
GOOGL
Alphabet Inc.

Communication Services
506
+ 3.51%
$161.86 - $196.66 $81.9K - $99.5K
14.9K $2.83M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.02K
+ 19.01%
$442.29 - $483.08 $453K - $495K
6.41K $2.91M
MSFT
Microsoft Corp

Technology
1.51K
+ 5.77%
$406.35 - $454.46 $613K - $686K
27.7K $11.7M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
392K
+ 114.44%
$22.63 - $47.53 $8.88M - $18.6M
735K $16.7M
AVUV
American Centy ETF Tr Avantis

ETFs
3.25K
+ 3.05%
$94.37 - $106.41 $306K - $346K
110K $10.6M
HYD
Vaneck High Yield Muni ETF

ETFs
10.8K
+ 5.99%
$51.09 - $53.06 $552K - $573K
191K $9.92M
APH
Amphenol Corp

Technology
4.72K
+ 87.87%
$62.07 - $75.35 $293K - $356K
10.1K $701K
IWM
Ishares Russell 2000 ETF

ETFs
1.43K
+ 13.25%
$216.13 - $242.4 $309K - $347K
12.2K $2.7M
INTU
Intuit Inc

Technology
482
+ 145.62%
$602.01 - $706.25 $290K - $340K
813 $510K
NFLX
Netflix Inc

Communication Services
144
+ 16.38%
$687.65 - $936.56 $99K - $135K
1.02K $911K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.04K
+ 50.04%
$96.64 - $101.23 $294K - $308K
9.13K $884K
VB
Vanguard Small Cap ETF

ETFs
920
+ 11.47%
$233.76 - $261.58 $215K - $241K
8.94K $2.15M
UBER
Uber Technologies, Inc

Technology
6.13K
+ 64.97%
$59.93 - $86.34 $367K - $529K
15.6K $938K
IWF
Ishares Russell 1000 Gr ETF

ETFs
153
+ 2.43%
$370.24 - $418.94 $56.6K - $64.1K
6.45K $2.59M
QQQ
Invesco Qqq Trust, Series 1

ETFs
176
+ 3.46%
$481.22 - $538.17 $84.7K - $94.7K
5.26K $2.69M
CSCO
Cisco Systems, Inc.

Technology
2.47K
+ 37.02%
$52.45 - $60.02 $130K - $148K
9.16K $542K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3
+ 0.04%
$47.29 - $84.74 $142 - $254
7.72K $574K
IWB
Ishares Tr Russell 1000 ETF

ETFs
542
+ 56.05%
$311.11 - $335.64 $169K - $182K
1.51K $486K
CRM
Salesforce, Inc.

Technology
205
+ 12.64%
$270.87 - $367.87 $55.5K - $75.4K
1.83K $610K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
15.8K
+ 5.3%
$18.04 - $18.54 $285K - $293K
314K $5.68M
COST
Costco Wholesale Corp

Consumer Defensive
130
+ 13.09%
$873.59 - $994.69 $114K - $129K
1.12K $1.03M
NOW
Service Now, Inc.

Technology
2
+ 0.24%
$867.18 - $1148.42 $1.73K - $2.3K
849 $900K
WMT
Walmart Inc.

Consumer Defensive
485
+ 5.8%
$79.1 - $95.7 $38.4K - $46.4K
8.85K $799K
VIG
Vanguard Dividend Appreciation

ETFs
577
+ 12.85%
N/A
5.07K $922K
GS
Goldman Sachs Group Inc

Financial Services
58
+ 6.99%
$486.1 - $608.57 $28.2K - $35.3K
888 $508K
IWP
Ishares Russell Mid Cap Growth

ETFs
182
+ 2.53%
$116.4 - $138.52 $21.2K - $25.2K
7.37K $934K
RJF
Raymond James Financial Inc

Financial Services
9
+ 0.43%
$123.0 - $170.1 $1.11K - $1.53K
2.11K $327K
SCHA
Schwab Strategic Tr Us Small C

ETFs
51.1K
+ 104.25%
$25.33 - $51.16 $1.29M - $2.61M
100K $2.59M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
114
+ 0.52%
$44.28 - $51.47 $5.05K - $5.87K
22K $1.04M
OKE
Oneok Inc

Energy
20
+ 0.36%
$92.28 - $117.05 $1.85K - $2.34K
5.64K $566K
ORCL
Oracle Corp

Technology
404
+ 8.06%
$165.41 - $192.43 $66.8K - $77.7K
5.42K $902K
ETN
Eaton Corp PLC

Industrials
136
+ 17.5%
$326.96 - $377.52 $44.5K - $51.3K
913 $302K
LOW
Lowes Companies Inc

Consumer Cyclical
259
+ 31.62%
$244.52 - $284.07 $63.3K - $73.6K
1.08K $266K
Activity Summary
Buys All Purchases 143 New Holdings 39 Increased Positions 104 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 2
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