Revolve Wealth Partners, LLC Reduced Holdings in Q2 2025

Revolve Wealth Partners, LLC

  • $740 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-387
- 15.52%
$113.67 - $150.4 $44K - $58.2K
2.11K $316K
Rbb Fd Inc
-3.12K
- 19.71%
N/A
12.7K $0
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-25
- 0.44%
$47.46 - $55.3 $1.19K - $1.38K
5.72K $315K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-841
- 6.08%
$33.13 - $40.67 $27.9K - $34.2K
13K $528K
IWS
Ishares Russell Midcap Value E

ETFs
-307
- 4.77%
$110.58 - $132.14 $33.9K - $40.6K
6.13K $810K
COST
Costco Wholesale Corp

Consumer Defensive
-50
- 3.94%
$908.13 - $1056.85 $45.4K - $52.8K
1.22K $1.21M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-553
- 6.65%
$72.96 - $90.39 $40.3K - $50K
7.77K $694K
SPGI
S&P Global Inc.

Financial Services
-1
- 0.2%
$438.31 - $527.29 $438 - $527
495 $261K
VTV
Vanguard Value ETF

ETFs
-5
- 0.25%
$153.67 - $176.74 $768 - $884
2K $353K
DNL
Wiswisdomtree Tr

ETFs
-297
- 4.73%
$32.16 - $40.27 $9.55K - $12K
5.99K $241K
ZBRA
Zebra Technologies Corp

Technology
-2
- 0.28%
$213.54 - $309.26 $427 - $619
711 $219K
WFC
Wells Fargo & Company

Financial Services
-134
- 2.82%
$60.98 - $80.12 $8.17K - $10.7K
4.62K $369K
RJF
Raymond James Financial Inc

Financial Services
-9
- 0.43%
$123.65 - $153.88 $1.11K - $1.38K
2.07K $317K
PH
Parker Hannifin Corp

Industrials
-10
- 2.51%
$517.23 - $700.54 $5.17K - $7.01K
388 $271K
SPMD
Spdr Portfolio

ETFs
-50
- 0.47%
$44.89 - $54.38 $2.24K - $2.72K
10.6K $578K
VB
Vanguard Small Cap ETF

ETFs
-426
- 4.72%
$193.73 - $237.37 $82.5K - $101K
8.6K $2.04M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-257
- 1.38%
$19.1 - $23.83 $4.91K - $6.12K
18.4K $438K
AXP
American Express CO

Financial Services
-127
- 7.84%
$231.39 - $318.98 $29.4K - $40.5K
1.49K $476K
VEEV
Veeva Systems Inc

Healthcare
-30
- 3.22%
$209.39 - $289.94 $6.28K - $8.7K
903 $260K
FNDF
Schwab Fundamental Intl Large

ETFs
-54
- 0.38%
$32.25 - $40.02 $1.74K - $2.16K
14.2K $569K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.05K
- 13.51%
$320.42 - $424.58 $335K - $444K
6.7K $2.84M
V
Visa Inc.

Financial Services
-2
- 0.02%
$308.27 - $373.31 $617 - $747
12.2K $4.32M
BAC
Bank Of America Corp

Financial Services
-499
- 3.53%
$34.39 - $47.46 $17.2K - $23.7K
13.6K $645K
CSCO
Cisco Systems, Inc.

Technology
-87
- 0.94%
$53.19 - $69.38 $4.63K - $6.04K
9.21K $638K
MELI
Mercadolibre Inc

Consumer Cyclical
-2
- 1.69%
$1794.73 - $2613.63 $3.59K - $5.23K
116 $303K
GS
Goldman Sachs Group Inc

Financial Services
-99
- 11.14%
$462.22 - $707.75 $45.8K - $70.1K
790 $559K
PODD
Insulet Corp

Healthcare
-9
- 0.61%
$238.57 - $327.47 $2.15K - $2.95K
1.48K $464K
ISRG
Intuitive Surgical Inc

Healthcare
-54
- 2.53%
$451.58 - $565.94 $24.4K - $30.6K
2.08K $1.13M
DIS
Walt Disney CO

Communication Services
-351
- 6.87%
$81.72 - $124.01 $28.7K - $43.5K
4.76K $590K
DXCM
Dexcom Inc

Healthcare
-238
- 3.82%
$59.83 - $87.57 $14.2K - $20.8K
5.99K $522K
EFV
Msci Eafe Value ETF

ETFs
-887
- 2.29%
$52.4 - $64.65 $46.5K - $57.3K
37.9K $2.41M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-62
- 0.31%
$90.56 - $109.49 $5.61K - $6.79K
19.9K $2.18M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-120
- 0.69%
$59.98 - $74.92 $7.2K - $8.99K
17.3K $1.29M
IWP
Ishares Russell Mid Cap Growth

ETFs
-324
- 4.4%
$104.34 - $138.68 $33.8K - $44.9K
7.05K $977K
GE
General Electric CO

Industrials
-88
- 3.72%
$166.81 - $257.39 $14.7K - $22.7K
2.28K $586K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-52
- 0.16%
$51.16 - $62.02 $2.66K - $3.23K
32.5K $2.02M
UBER
Uber Technologies, Inc

Technology
-1.86K
- 12.91%
$64.62 - $93.3 $120K - $173K
12.5K $1.17M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-534
- 10.57%
$416.06 - $551.64 $222K - $295K
4.52K $2.49M
MU
Micron Technology Inc

Technology
-115
- 2.95%
$64.72 - $127.91 $7.44K - $14.7K
3.78K $465K
AVSD
American Centy ETF Tr Avantis

ETFs
-407
- 1.86%
$53.85 - $67.74 $21.9K - $27.6K
21.5K $1.45M
GOOG
Alphabet Inc.

Communication Services
-552
- 5.13%
$146.58 - $180.01 $80.9K - $99.4K
10.2K $1.81M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.65K
- 2.39%
$22.92 - $28.05 $60.8K - $74.4K
108K $3.03M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-40.8K
- 8.66%
$19.6 - $24.44 $800K - $998K
430K $10.5M
IXUS
Ishares Tr

ETFs
-227
- 0.78%
$62.37 - $77.63 $14.2K - $17.6K
28.9K $2.24M
NOW
Service Now, Inc.

Technology
-16
- 1.73%
$721.65 - $1040.18 $11.5K - $16.6K
907 $932K
AMD
Advanced Micro Devices Inc

Technology
-572
- 7.05%
$78.21 - $143.81 $44.7K - $82.3K
7.54K $1.07M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.42K
- 3.66%
$55.54 - $69.09 $134K - $167K
63.7K $4.4M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-6.17K
- 2.81%
$70.7 - $82.14 $436K - $507K
213K $17.5M
PLTR
Palantir Technologies Inc.

Technology
-104
- 1.58%
$74.01 - $144.25 $7.7K - $15K
6.49K $885K
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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