Revolve Wealth Partners, LLC Portfolio Holdings

Revolve Wealth Partners, LLC

  • $642 Million
  • Q4 2024

Revolve Wealth Partners, LLC has filed its 13F form on March 19, 2025 for Q4 2024 where it was disclosed a total value porftolio of $642 Million distributed in 221 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $108M, Ishares Tr with a value of $38.8M, Ea Ser Tr Alpha Architect Intl with a value of $30.1M, Spdr Nuveen Bloomberg High Yie with a value of $28.1M, and Ea Ser Tr Momentumshares U S Q with a value of $23.8M.

Examining the 13F form we can see an decrease of $267M in the current position value, from $909M to 642M.

Below you can find more details about Revolve Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $642 Million
ETFs: $517 Million
Technology: $52.7 Million
Financial Services: $17.1 Million
Healthcare: $14.9 Million
Communication Services: $13 Million
Consumer Cyclical: $10.9 Million
Consumer Defensive: $6.25 Million
Industrials: $4.42 Million
Other: $3.69 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57T
$16.7 Million 2.61% of portfolio
66,857
Q4 2024 Added 4.2%
$2.8T
$11.7 Million 1.82% of portfolio
27,684
Q4 2024 Added 5.77%
$270B
$10.1 Million 1.57% of portfolio
75,170
Q4 2024 Reduced 0.04%
$1.3T
$5.58 Million 0.87% of portfolio
9,456
Q4 2024 Added 10.2%
$1.94T
$5.49 Million 0.86% of portfolio
25,045
Q4 2024 Added 4.1%
$167B
$4.25 Million 0.66% of portfolio
16,323
Q4 2024 Reduced 2.1%
$573B
$3.73 Million 0.58% of portfolio
11,811
Q4 2024 Added 32.8%
$683B
$2.91 Million 0.45% of portfolio
6,411
Q4 2024 Added 19.01%
$720B
$2.88 Million 0.45% of portfolio
11,997
Q4 2024 Reduced 3.88%
$922B
$2.83 Million 0.44% of portfolio
14,930
Q4 2024 Added 3.51%
$78.2B
$2.33 Million 0.36% of portfolio
25,678
Q4 2024 Reduced 0.42%
$818B
$2.15 Million 0.33% of portfolio
5,317
Q4 2024 Added 21.23%
$490B
$2.03 Million 0.32% of portfolio
4,019
Q4 2024 Reduced 4.2%
$951B
$2.01 Million 0.31% of portfolio
10,578
Q4 2024 Reduced 3.43%
$67.8B
$1.85 Million 0.29% of portfolio
7,997
Q4 2024 Added 10.44%
$523B
$1.81 Million 0.28% of portfolio
3,443
Q4 2024 Reduced 15.74%
$370B
$1.29 Million 0.2% of portfolio
7,279
Q4 2024 Added 72.69%
$434B
$1.23 Million 0.19% of portfolio
8,476
Q4 2024 Reduced 18.81%
$785B
$1.14 Million 0.18% of portfolio
1,471
Q4 2024 Added 2.8%
$99.1B
$1.14 Million 0.18% of portfolio
6,626
Q3 2024 Added 26.55%
$166B
$1 Million 0.16% of portfolio
8,283
Q4 2024 Added 2.91%
$419B
$1.03 Million 0.16% of portfolio
1,123
Q4 2024 Added 13.09%
$404B
$1.03 Million 0.16% of portfolio
6,170
Q4 2024 Reduced 12.52%
$144B
$938,000 0.15% of portfolio
15,563
Q4 2024 Added 64.97%
$377B
$902,000 0.14% of portfolio
5,418
Q4 2024 Added 8.06%
$375B
$912,000 0.14% of portfolio
2,346
Q4 2024 Reduced 6.05%
$115B
$872,000 0.14% of portfolio
8,209
Q4 2024 Reduced 52.68%
$161B
$900,000 0.14% of portfolio
849
Q4 2024 Added 0.24%
$415B
$911,000 0.14% of portfolio
1,023
Q4 2024 Added 16.38%
$496B
$911,000 0.14% of portfolio
8,478
Q4 2024 Reduced 5.54%
$238B
$799,000 0.12% of portfolio
8,849
Q4 2024 Added 5.8%
$39B
$701,000 0.11% of portfolio
10,094
Q4 2024 Added 87.87%
$268B
$610,000 0.1% of portfolio
1,827
Q4 2024 Added 12.64%
$335B
$610,000 0.1% of portfolio
13,892
Q4 2024 Reduced 12.87%
$178B
$580,000 0.09% of portfolio
1,305
Q4 2024 Reduced 2.76%
$65.4B
$579,000 0.09% of portfolio
1,999
Q4 2024 Reduced 0.05%
$80.2B
$557,000 0.09% of portfolio
4,422
Q4 2024 Added 1.73%
$195B
$563,000 0.09% of portfolio
4,873
Q4 2024 Added 3.37%
$230B
$562,000 0.09% of portfolio
1,942
Q4 2024 Added 2.75%
$310B
$547,000 0.09% of portfolio
8,795
Q4 2024 Added 3.45%
$44.3B
$566,000 0.09% of portfolio
5,644
Q4 2024 Added 0.36%
$45.8B
$574,000 0.09% of portfolio
7,715
Q4 2024 Added 0.04%
$175B
$597,000 0.09% of portfolio
1,144
Q4 2024 Added 1.24%
$253B
$542,000 0.08% of portfolio
9,156
Q4 2024 Added 37.02%
$173B
$510,000 0.08% of portfolio
813
Q4 2024 Added 145.62%
$180B
$537,000 0.08% of portfolio
4,828
Q4 2024 Reduced 18.8%
$26.4B
$483,000 0.08% of portfolio
6,221
Q4 2024 Reduced 6.31%
$186B
$508,000 0.08% of portfolio
888
Q4 2024 Added 6.99%
$142B
$497,000 0.08% of portfolio
18,766
Q4 2024 Added 12.51%

Summary

  • Portfolio
  • No. of Stocks 221
  • Current Value $642 Million
  • Prior Value $909 Million
  • Filing
  • Period Q4 2024
  • Filing Date March 19, 2025
  • Form Type 13F-HR/A
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Revolve Wealth Partners, LLC Portfolio

Follow Revolve Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Revolve Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Revolve Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email