Revolve Wealth Partners, LLC Incresed Positions in Q3 2025

Revolve Wealth Partners, LLC

  • $800 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
685
+ 38.35%
$133.81 - $152.16 $91.7K - $104K
2.47K $347K
GE
General Electric CO

Industrials
30
+ 1.32%
$244.75 - $305.63 $7.34K - $9.17K
2.31K $694K
GS
Goldman Sachs Group Inc

Financial Services
38
+ 4.81%
$696.56 - $806.32 $26.5K - $30.6K
828 $659K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
296
+ 0.67%
$41.5 - $43.83 $12.3K - $13K
44.2K $1.94M
IDXX
Idexx Laboratories Inc

Healthcare
8
+ 0.93%
$514.61 - $682.78 $4.12K - $5.46K
872 $557K
IWS
Ishares Russell Midcap Value E

ETFs
307
+ 5.01%
$132.83 - $140.61 $40.8K - $43.2K
6.44K $899K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
279
+ 1.02%
$35.99 - $38.74 $10K - $10.8K
27.8K $1.07M
VZ
Verizon Communications Inc

Communication Services
1.76K
+ 25.53%
$40.84 - $45.06 $72K - $79.5K
8.67K $381K
VOE
Vanguard Mid Cap Value Index F

ETFs
1
+ 0.01%
$164.63 - $174.58 $165 - $175
8.05K $1.41M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
298
+ 14.14%
$148.97 - $165.88 $44.4K - $49.4K
2.41K $395K
IWP
Ishares Russell Mid Cap Growth

ETFs
324
+ 4.6%
$137.51 - $145.26 $44.6K - $47.1K
7.37K $1.05M
CSX
Csx Corp

Industrials
191
+ 1.0%
$32.05 - $36.52 $6.12K - $6.98K
19.2K $682K
WMT
Walmart Inc.

Consumer Defensive
96
+ 0.98%
$94.4 - $104.27 $9.06K - $10K
9.93K $1.02M
TJX
Tjx Companies Inc

Consumer Cyclical
13
+ 0.53%
$121.35 - $144.54 $1.58K - $1.88K
2.47K $356K
CVS
Cvs Health Corp

Healthcare
442
+ 15.04%
$58.75 - $76.5 $26K - $33.8K
3.38K $254K
AMZN
Amazon Com Inc

Consumer Cyclical
208
+ 0.78%
$211.65 - $238.24 $44K - $49.6K
27K $5.93M
GD
General Dynamics Corp

Industrials
17
+ 1.83%
$293.92 - $341.0 $5K - $5.8K
947 $322K
WELL
Welltower Inc.

Real Estate
87
+ 6.5%
$150.71 - $178.14 $13.1K - $15.5K
1.43K $254K
LOW
Lowes Companies Inc

Consumer Cyclical
62
+ 5.63%
$215.01 - $273.02 $13.3K - $16.9K
1.16K $292K
RJF
Raymond James Financial Inc

Financial Services
6
+ 0.29%
$154.64 - $176.43 $928 - $1.06K
2.08K $358K
NYF
Ishares New York Muni Bond ETF

ETFs
111
+ 0.39%
$51.6 - $53.44 $5.73K - $5.93K
28.8K $1.54M
COF
Capital One Financial Corp

Financial Services
171
+ 9.64%
$207.29 - $229.74 $35.4K - $39.3K
1.94K $413K
MA
Mastercard Inc

Financial Services
17
+ 0.47%
$550.18 - $598.96 $9.35K - $10.2K
3.62K $2.06M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13
+ 0.07%
$23.82 - $25.84 $310 - $336
18.4K $473K
AMAT
Applied Materials Inc

Technology
35
+ 2.85%
$156.25 - $204.95 $5.47K - $7.17K
1.26K $258K
IWV
Ishares Russell 3000 ETF

ETFs
2
+ 0.18%
$351.04 - $379.81 $702 - $760
1.11K $420K
DUK
Duke Energy Corp

Utilities
117
+ 4.13%
$116.31 - $125.93 $13.6K - $14.7K
2.95K $365K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
204
+ 2.17%
$97.75 - $100.75 $19.9K - $20.6K
9.62K $964K
MRK
Merck & Co., Inc.

Healthcare
95
+ 2.05%
$77.6 - $87.37 $7.37K - $8.3K
4.74K $397K
DHR
Danaher Corp

Healthcare
138
+ 8.19%
$181.46 - $212.2 $25K - $29.3K
1.82K $361K
ADI
Analog Devices Inc

Technology
40
+ 1.81%
$220.68 - $255.63 $8.83K - $10.2K
2.25K $553K
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.24%
$291.67 - $316.99 $1.46K - $1.58K
2.07K $628K
WFC
Wells Fargo & Company

Financial Services
105
+ 2.27%
$77.05 - $85.16 $8.09K - $8.94K
4.72K $395K
ROK
Rockwell Automation, Inc

Industrials
9
+ 0.82%
$328.67 - $358.52 $2.96K - $3.23K
1.1K $384K
HUM
Humana Inc

Healthcare
33
+ 4.02%
$220.41 - $312.0 $7.27K - $10.3K
853 $221K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
29
+ 3.37%
$301.44 - $365.84 $8.74K - $10.6K
889 $287K
ETN
Eaton Corp PLC

Industrials
3
+ 0.3%
$342.99 - $392.76 $1.03K - $1.18K
991 $370K
MTD
Mettler Toledo International Inc

Healthcare
3
+ 1.07%
$1166.48 - $1324.06 $3.5K - $3.97K
284 $348K
SO
Southern CO

Utilities
100
+ 4.1%
$90.83 - $96.0 $9.08K - $9.6K
2.54K $240K
BA
Boeing CO

Industrials
40
+ 3.31%
$209.79 - $237.38 $8.39K - $9.5K
1.25K $269K
VEEV
Veeva Systems Inc

Healthcare
26
+ 2.88%
$269.2 - $297.91 $7K - $7.75K
929 $276K
KR
Kroger CO

Consumer Defensive
410
+ 14.13%
$64.52 - $74.35 $26.5K - $30.5K
3.31K $223K
MCK
Mckesson Corp

Healthcare
3
+ 0.96%
$659.01 - $772.54 $1.98K - $2.32K
314 $242K
ED
Consolidated Edison Inc

Utilities
90
+ 2.4%
$95.57 - $105.36 $8.6K - $9.48K
3.84K $386K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
83
+ 0.34%
$46.67 - $49.54 $3.87K - $4.11K
24.6K $1.2M
RIG
Transocean Ltd.

Energy
518
+ 4.47%
$2.55 - $3.64 $1.32K - $1.89K
12.1K $37K
EMR
Emerson Electric CO

Industrials
79
+ 3.54%
$128.6 - $149.63 $10.2K - $11.8K
2.31K $302K
TMUS
T Mobile Us, Inc.

Communication Services
12
+ 1.39%
$226.02 - $259.01 $2.71K - $3.11K
878 $210K
STRO
Sutro Biopharma, Inc.

Healthcare
690
+ 6.69%
$0.72 - $1.06 $497 - $731
11K $9K
Activity Summary
Buys All Purchases 132 New Holdings 20 Increased Positions 112 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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