Revolve Wealth Partners, LLC Sells in Q2 2025

Revolve Wealth Partners, LLC

  • $740 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.42K
- 6.09%
$172.42 - $223.89 $761K - $988K
68.1K $14M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-43.8K
- 3.57%
$24.14 - $25.43 $1.06M - $1.11M
1.18M $29.3M
UNH
Unitedhealth Group Inc

Healthcare
-403
- 10.51%
$274.35 - $599.47 $111K - $242K
3.43K $1.07M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-11.7K
- 2.75%
$43.63 - $45.4 $509K - $530K
412K $18.4M
AMGN
Amgen Inc

Healthcare
-370
- 2.39%
$262.28 - $309.85 $97K - $115K
15.1K $4.22M
JNJ
Johnson & Johnson

Healthcare
-2.01K
- 22.53%
$146.36 - $159.82 $294K - $321K
6.9K $1.05M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-8.03K
- 25.35%
$48.13 - $49.85 $386K - $400K
23.6K $1.16M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-18.1K
- 2.44%
$22.68 - $23.28 $411K - $422K
725K $16.8M
SHOP
Shopify Inc.

Technology
-5.05K
- 38.74%
$76.89 - $115.35 $388K - $582K
7.98K $920K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-4.93K
- 63.86%
$60.61 - $87.72 $299K - $432K
2.79K $236K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.25K
- 15.06%
$456.74 - $568.03 $570K - $709K
7.05K $4M
ABBV
Abb Vie Inc.

Healthcare
-143
- 1.89%
$170.16 - $206.27 $24.3K - $29.5K
7.41K $1.37M
PG
Procter & Gamble CO

Consumer Defensive
-570
- 8.71%
$157.66 - $172.39 $89.9K - $98.3K
5.98K $952K
IWM
Ishares Russell 2000 ETF

ETFs
-1.55K
- 12.85%
$174.82 - $215.79 $271K - $335K
10.5K $2.27M
LLY
Eli Lilly & CO

Healthcare
-84
- 5.2%
$713.71 - $898.95 $60K - $75.5K
1.53K $1.19M
CVX
Chevron Corp

Energy
-421
- 13.03%
$133.73 - $168.51 $56.3K - $70.9K
2.81K $402K
OKE
Oneok Inc

Energy
-283
- 4.96%
$78.71 - $100.37 $22.3K - $28.4K
5.42K $442K
XOM
Exxon Mobil Corp

Energy
-92
- 0.98%
$99.93 - $119.04 $9.19K - $11K
9.31K $1M
CL
Colgate Palmolive CO

Consumer Defensive
-337
- 1.35%
$87.57 - $96.0 $29.5K - $32.4K
24.6K $2.24M
BX
Blackstone Inc.

Financial Services
-1.15K
- 15.91%
$120.07 - $151.11 $138K - $173K
6.07K $907K
ACN
Accenture PLC

Technology
-195
- 21.33%
$279.23 - $323.21 $54.4K - $63K
719 $214K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-9.66K
- 9.81%
$20.42 - $25.3 $197K - $244K
88.8K $2.25M
DHR
Danaher Corp

Healthcare
-216
- 11.36%
$174.64 - $205.16 $37.7K - $44.3K
1.69K $332K
VZ
Verizon Communications Inc

Communication Services
-746
- 9.74%
$41.67 - $45.62 $31.1K - $34K
6.91K $298K
PEP
Pepsico Inc

Consumer Defensive
-106
- 5.6%
$128.02 - $151.37 $13.6K - $16K
1.79K $235K
FNDX
Schwab Fundamental U S Large C

ETFs
-3.5K
- 10.04%
$20.84 - $24.54 $73K - $86K
31.4K $770K
TXN
Texas Instruments Inc

Technology
-222
- 18.69%
N/A
966 $187K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-280
- 18.56%
$272.36 - $339.57 $76.3K - $95.1K
1.23K $417K
HUBS
Hubspot Inc

Technology
-62
- 12.89%
$487.07 - $672.24 $30.2K - $41.7K
419 $233K
ED
Consolidated Edison Inc

Utilities
-1
- 0.03%
$98.05 - $113.3 $98.1 - $113
3.75K $376K
DUK
Duke Energy Corp

Utilities
-198
- 6.53%
$112.46 - $124.05 $22.3K - $24.6K
2.84K $334K
ADBE
Adobe Inc.

Technology
-97
- 6.85%
$340.0 - $420.68 $33K - $40.8K
1.32K $510K
CMCSA
Comcast Corp

Communication Services
-531
- 6.14%
$32.84 - $36.72 $17.4K - $19.5K
8.12K $289K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-1.5K
- 7.59%
N/A
18.2K $369K
PGR
Progressive Corp

Financial Services
-37
- 3.08%
$255.27 - $288.74 $9.44K - $10.7K
1.16K $310K
TMUS
T Mobile Us, Inc.

Communication Services
-16
- 1.81%
$220.99 - $268.54 $3.54K - $4.3K
866 $206K
AMP
Ameriprise Financial Inc

Financial Services
-111
- 17.96%
$422.19 - $533.73 $46.9K - $59.2K
507 $270K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-8.08K
- 2.58%
$17.5 - $18.46 $141K - $149K
305K $5.64M
LOW
Lowes Companies Inc

Consumer Cyclical
-37
- 3.25%
$210.83 - $235.28 $7.8K - $8.71K
1.1K $244K
NEE
Nextera Energy Inc

Utilities
-138
- 2.74%
$64.11 - $75.0 $8.85K - $10.4K
4.9K $340K
EEM
Ishares Msci Emerging Markets

ETFs
-1.54K
- 11.52%
$38.52 - $48.28 $59.5K - $74.5K
11.9K $571K
SO
Southern CO

Utilities
-119
- 4.65%
$84.91 - $92.56 $10.1K - $11K
2.44K $223K
BLND
Blend Labs, Inc.

Technology
-140
- 0.44%
$3.04 - $3.74 $426 - $524
31.4K $103K
TRV
Travelers Companies, Inc.

Financial Services
-40
- 4.43%
$233.83 - $276.34 $9.35K - $11.1K
862 $230K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-1.11K
- 11.74%
$27.26 - $34.48 $30.2K - $38.2K
8.33K $287K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-241
- 6.0%
$468.22 - $566.51 $113K - $137K
3.78K $2.14M
Linde PLC
-5
- 0.64%
N/A
782 $0
DFSI
Dimensional ETF Tr Dimen Intl
-1.03K
- 1.56%
N/A
64.9K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
-1.75K
- 18.48%
N/A
7.74K $0
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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