Revolve Wealth Partners, LLC Incresed Positions in Q2 2025

Revolve Wealth Partners, LLC

  • $740 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
81
+ 4.67%
$99.83 - $140.86 $8.09K - $11.4K
1.82K $255K
CRM
Salesforce, Inc.

Technology
160
+ 8.22%
$236.26 - $291.15 $37.8K - $46.6K
2.11K $574K
MA
Mastercard Inc

Financial Services
4
+ 0.11%
$479.92 - $590.74 $1.92K - $2.36K
3.61K $2.03M
QCOM
Qualcomm Inc

Technology
199
+ 7.82%
$124.66 - $159.48 $24.8K - $31.7K
2.74K $437K
ABT
Abbott Laboratories

Healthcare
256
+ 10.29%
$123.95 - $138.08 $31.7K - $35.3K
2.74K $373K
PINS
Pinterest, Inc.

Communication Services
155
+ 2.13%
$24.21 - $35.95 $3.75K - $5.57K
7.43K $266K
IWV
Ishares Russell 3000 ETF

ETFs
2
+ 0.18%
$281.67 - $351.0 $563 - $702
1.11K $388K
GD
General Dynamics Corp

Industrials
73
+ 8.52%
$247.68 - $291.66 $18.1K - $21.3K
930 $271K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
13
+ 0.27%
$45.98 - $56.15 $598 - $730
4.75K $266K
SCHV
Schwab Strategic Tr Us Large C

ETFs
16
+ 0.08%
$23.55 - $27.67 $377 - $443
20.8K $574K
BSX
Boston Scientific Corp

Healthcare
15
+ 0.6%
$89.7 - $107.41 $1.35K - $1.61K
2.51K $269K
PFE
Pfizer Inc

Healthcare
1.48K
+ 8.96%
$21.59 - $24.84 $31.8K - $36.6K
17.9K $434K
KO
Coca Cola CO

Consumer Defensive
305
+ 3.47%
$68.37 - $73.9 $20.9K - $22.5K
9.09K $642K
TJX
Tjx Companies Inc

Consumer Cyclical
79
+ 3.33%
$119.13 - $135.03 $9.41K - $10.7K
2.45K $302K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.18%
$376.48 - $440.65 $376 - $441
568 $250K
BNDX
Vanguard Total International B

ETFs
111
+ 1.99%
$48.77 - $49.55 $5.41K - $5.5K
5.69K $281K
T
At&T Inc.

Communication Services
7
+ 0.05%
$26.33 - $28.94 $184 - $203
12.9K $372K
GILD
Gilead Sciences, Inc.

Healthcare
108
+ 3.1%
$96.91 - $113.0 $10.5K - $12.2K
3.6K $398K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1
+ 0.01%
$96.84 - $99.46 $96.8 - $99.5
9.42K $934K
MTD
Mettler Toledo International Inc

Healthcare
4
+ 1.44%
$970.15 - $1216.57 $3.88K - $4.87K
281 $330K
IEMG
Ishares Inc

ETFs
36
+ 0.42%
N/A
8.7K $466K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3
+ 0.09%
$72.02 - $73.82 $216 - $221
3.3K $243K
WM
Waste Management Inc

Industrials
10
+ 1.04%
$216.47 - $242.1 $2.16K - $2.42K
973 $222K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
175
+ 0.04%
N/A
486K $0
CB
Chubb LTD

Financial Services
22
+ 2.79%
$274.32 - $302.46 $6.04K - $6.65K
811 $234K
HUM
Humana Inc

Healthcare
5
+ 0.61%
$224.93 - $295.04 $1.12K - $1.48K
820 $200K
MRK
Merck & Co., Inc.

Healthcare
178
+ 3.99%
$73.47 - $87.12 $13.1K - $15.5K
4.64K $367K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.1%
$285.55 - $321.23 $571 - $642
2.06K $602K
EQIX
Equinix Inc

Real Estate
3
+ 0.11%
$740.07 - $914.43 $2.22K - $2.74K
2.65K $2.11M
COMP
Compass, Inc.

Technology
69
+ 0.03%
$5.8 - $8.98 $400 - $620
229K $1.44M
Activity Summary
Buys All Purchases 100 New Holdings 19 Increased Positions 81 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 1 Puts 1
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