Revolve Wealth Partners, LLC Reduced Holdings in Q1 2025

Revolve Wealth Partners, LLC

  • $660 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-958
- 0.26%
$271.18 - $303.12 $260K - $290K
373K $102M
IVV
Ishares Core S&P 500 ETF

ETFs
-156
- 0.86%
$554.06 - $615.85 $86.4K - $96.1K
17.9K $9.99M
VUG
Vanguard Growth ETF

ETFs
-57
- 0.41%
$369.1 - $427.61 $21K - $24.4K
13.8K $5.12M
META
Meta Platforms, Inc.

Communication Services
-479
- 5.07%
$576.36 - $736.67 $276K - $353K
8.98K $5.18M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-203
- 3.86%
$468.34 - $539.52 $95.1K - $110K
5.05K $2.37M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-4.18K
- 3.64%
$25.58 - $29.24 $107K - $122K
111K $2.9M
IWM
Ishares Russell 2000 ETF

ETFs
-160
- 1.31%
$198.1 - $229.79 $31.7K - $36.8K
12.1K $2.42M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.57K
- 1.57%
$23.16 - $27.04 $36.3K - $42.4K
98.5K $2.31M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-132
- 0.66%
$102.49 - $119.96 $13.5K - $15.8K
20K $2.08M
SPY
Spdr S&P 500 ETF Trust

ETFs
-4
- 0.06%
$551.42 - $612.93 $2.21K - $2.45K
7.03K $3.93M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-308
- 0.94%
$57.21 - $65.8 $17.6K - $20.3K
32.5K $1.89M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-5
- 0.12%
$522.96 - $601.18 $2.61K - $3.01K
4.02K $2.14M
VO
Vanguard Mid Cap ETF

ETFs
-243
- 2.21%
$251.87 - $277.95 $61.2K - $67.5K
10.8K $2.77M
UPS
United Parcel Service Inc

Industrials
-235
- 5.31%
$109.66 - $136.26 $25.8K - $32K
4.19K $460K
APH
Amphenol Corp

Technology
-776
- 7.69%
$61.62 - $78.55 $47.8K - $61K
9.32K $611K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.86K
- 13.29%
$21.23 - $23.75 $60.7K - $67.9K
18.7K $399K
PFE
Pfizer Inc

Healthcare
-2.31K
- 12.29%
$25.01 - $27.13 $57.7K - $62.6K
16.5K $417K
DHR
Danaher Corp

Healthcare
-71
- 3.6%
$201.62 - $250.59 $14.3K - $17.8K
1.9K $389K
IYW
Ishares Dj Us Tech ETF

ETFs
-142
- 7.2%
$140.44 - $166.79 $19.9K - $23.7K
1.83K $257K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-72
- 1.5%
$47.79 - $59.89 $3.44K - $4.31K
4.73K $237K
MRK
Merck & Co., Inc.

Healthcare
-11
- 0.25%
$83.01 - $101.02 $913 - $1.11K
4.46K $400K
SPMD
Spdr Portfolio

ETFs
-125
- 1.16%
$50.21 - $57.73 $6.28K - $7.22K
10.7K $545K
IWR
Ishares Russell Mid Cap ETF

ETFs
-296
- 8.1%
$82.81 - $92.93 $24.5K - $27.5K
3.36K $284K
RJF
Raymond James Financial Inc

Financial Services
-30
- 1.42%
$137.62 - $172.64 $4.13K - $5.18K
2.08K $289K
TRV
Travelers Companies, Inc.

Financial Services
-244
- 21.29%
$232.43 - $265.13 $56.7K - $64.7K
902 $238K
AMP
Ameriprise Financial Inc

Financial Services
-14
- 2.22%
$472.29 - $575.13 $6.61K - $8.05K
618 $299K
LMT
Lockheed Martin Corp

Industrials
-28
- 5.61%
$423.19 - $506.29 $11.8K - $14.2K
471 $210K
EMR
Emerson Electric CO

Industrials
-8
- 0.37%
$108.64 - $131.17 $869 - $1.05K
2.18K $238K
PINS
Pinterest, Inc.

Communication Services
-1.41K
- 16.2%
$29.79 - $40.0 $41.9K - $56.2K
7.28K $225K
UNH
Unitedhealth Group Inc

Healthcare
-185
- 4.6%
$461.52 - $548.18 $85.4K - $101K
3.83K $2.01M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-14
- 2.85%
$497.6 - $606.74 $6.97K - $8.49K
477 $237K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-647
- 6.41%
$29.72 - $31.94 $19.2K - $20.7K
9.44K $292K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-496
- 0.16%
$18.01 - $18.31 $8.93K - $9.08K
314K $5.66M
CMCSA
Comcast Corp

Communication Services
-240
- 2.7%
$33.19 - $38.23 $7.97K - $9.18K
8.65K $319K
MTD
Mettler Toledo International Inc

Healthcare
-1
- 0.36%
$1177.09 - $1390.0 $1.18K - $1.39K
277 $327K
Ea Series Trust
-47
- 0.42%
N/A
11.1K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
-1.38K
- 12.66%
N/A
9.49K $0
Kenvue Inc
-236
- 2.11%
N/A
10.9K $0
Rbb Fd Inc
-5.86K
- 27.04%
N/A
15.8K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-15.8K
- 3.15%
N/A
486K $0
SCHV
Schwab Strategic Tr Us Large C

ETFs
-130
- 0.62%
$25.77 - $27.6 $3.35K - $3.59K
20.7K $546K
CL
Colgate Palmolive CO

Consumer Defensive
-710
- 2.77%
$85.68 - $97.5 $60.8K - $69.2K
25K $2.34M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-229
- 1.62%
$42.5 - $46.71 $9.73K - $10.7K
13.9K $629K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-28
- 0.04%
$27.01 - $28.54 $756 - $799
76.7K $2.11M
EEM
Ishares Msci Emerging Markets

ETFs
-109
- 0.81%
$40.81 - $45.34 $4.45K - $4.94K
13.4K $586K
T
At&T Inc.

Communication Services
-1.24K
- 8.76%
$21.56 - $28.28 $26.6K - $35K
12.9K $364K
KO
Coca Cola CO

Consumer Defensive
-13
- 0.15%
$60.81 - $72.32 $791 - $940
8.78K $628K
UBER
Uber Technologies, Inc

Technology
-1.17K
- 7.53%
$63.17 - $81.49 $74K - $95.5K
14.4K $1.05M
EFG
Msci Eafe Growth ETF

ETFs
-193
- 0.38%
$96.1 - $106.37 $18.5K - $20.5K
50.2K $5.06M
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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