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
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
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
2.24K
+ 12.84%
N/A
19.7K $399K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
292
+ 3.2%
$95.85 - $99.25 $28K - $29K
9.42K $929K
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
CSCO
Cisco Systems, Inc.

Technology
138
+ 1.51%
$58.74 - $64.87 $8.11K - $8.95K
9.29K $573K
SO
Southern CO

Utilities
75
+ 3.02%
$80.96 - $92.96 $6.07K - $6.97K
2.56K $235K
NUSC
Nuveen Esg Small Cap ETF

ETFs
3.15K
+ 11.57%
$37.9 - $43.9 $120K - $138K
30.4K $1.17M
TJX
Tjx Companies Inc

Consumer Cyclical
202
+ 9.3%
$112.81 - $126.16 $22.8K - $25.5K
2.37K $289K
BK
Bank Of New York Mellon Corp

Financial Services
78
+ 2.73%
$75.42 - $88.95 $5.88K - $6.94K
2.94K $246K
PEP
Pepsico Inc

Consumer Defensive
198
+ 11.69%
$142.64 - $156.42 $28.2K - $31K
1.89K $283K
SPGI
S&P Global Inc.

Financial Services
39
+ 8.53%
$478.26 - $543.77 $18.7K - $21.2K
496 $252K
GD
General Dynamics Corp

Industrials
64
+ 8.07%
$241.94 - $272.58 $15.5K - $17.4K
857 $233K
VIG
Vanguard Dividend Appreciation

ETFs
137
+ 2.7%
N/A
5.2K $947K
APD
Air Products & Chemicals, Inc.

Basic Materials
49
+ 2.45%
$283.24 - $338.07 $13.9K - $16.6K
2.05K $603K
MU
Micron Technology Inc

Technology
134
+ 3.56%
$86.89 - $109.38 $11.6K - $14.7K
3.89K $338K
UNP
Union Pacific Corp

Industrials
57
+ 5.66%
$225.21 - $254.42 $12.8K - $14.5K
1.06K $251K
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
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
BND
Vanguard Bd Index Fd Inc Total

ETFs
1
+ 0.03%
$71.17 - $73.66 $71.2 - $73.7
3.3K $241K
QCOM
Qualcomm Inc

Technology
3
+ 0.12%
$151.94 - $175.86 $456 - $528
2.55K $390K
HD
Home Depot, Inc.

Consumer Cyclical
143
+ 6.1%
$347.25 - $424.87 $49.7K - $60.8K
2.49K $912K
DFSI
Dimensional ETF Tr Dimen Intl
5.55K
+ 9.2%
N/A
65.9K $0
Linde PLC
10
+ 1.29%
N/A
787 $0
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 7.14%
$4295.4 - $5141.88 $12.9K - $15.4K
45 $207K
OKE
Oneok Inc

Energy
56
+ 0.99%
$89.57 - $109.85 $5.02K - $6.15K
5.7K $565K
BA
Boeing CO

Industrials
38
+ 3.35%
$148.15 - $186.25 $5.63K - $7.08K
1.17K $200K
BNDX
Vanguard Total International B

ETFs
10
+ 0.18%
$48.33 - $49.5 $483 - $495
5.58K $272K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
1.74K
+ 16.83%
$0.17 - $0.42 $296 - $731
12.1K $2K
LOW
Lowes Companies Inc

Consumer Cyclical
61
+ 5.66%
$222.66 - $268.42 $13.6K - $16.4K
1.14K $265K
CSX
Csx Corp

Industrials
1.31K
+ 8.91%
$29.11 - $33.67 $38.2K - $44.2K
16K $472K
INTU
Intuit Inc

Technology
13
+ 1.6%
$555.63 - $630.23 $7.22K - $8.19K
826 $507K
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
ADI
Analog Devices Inc

Technology
20
+ 0.93%
$201.56 - $243.82 $4.03K - $4.88K
2.17K $437K
BLND
Blend Labs, Inc.

Technology
140
+ 0.45%
$2.96 - $4.05 $414 - $567
31.5K $112K
BAC
Bank Of America Corp

Financial Services
240
+ 1.73%
$39.61 - $47.74 $9.51K - $11.5K
14.1K $589K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.11%
$524.81 - $672.19 $525 - $672
889 $485K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
56
+ 2.3%
$126.86 - $146.45 $7.1K - $8.2K
2.49K $316K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
1.7K
+ 7.72%
$41.78 - $50.35 $71.1K - $85.7K
23.7K $1.02M
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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