Revolve Wealth Partners, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $626 Million distributed in 193 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 $106M, Ishares Tr with a value of $41.5M, Ea Ser Tr Alpha Architect Intl with a value of $31.7M, Spdr Nuveen Bloomberg High Yie with a value of $27.5M, and Ea Ser Tr Momentumshares U S Q with a value of $23.8M.
Examining the 13F form we can see an increase of $46.9M in the current position value, from $579M to 626M.
Below you can find more details about Revolve Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$626 Million
ETFs: $508 Million
Technology: $46.8 Million
Healthcare: $18.7 Million
Financial Services: $14.2 Million
Communication Services: $11.4 Million
Consumer Cyclical: $9.02 Million
Consumer Defensive: $6.65 Million
Industrials: $5.65 Million
Other: $4.15 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
