Revolve Wealth Partners, LLC Portfolio Holdings

Revolve Wealth Partners, LLC

  • $626 Million
  • Q3 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$157B
$239,000 0.04% of portfolio
463
Q3 2024 New
$133B
$257,000 0.04% of portfolio
777
Q3 2024 Reduced 4.9%
$64.1B
$237,000 0.04% of portfolio
2,176
Q3 2024 Added 6.41%
$96.4B
$259,000 0.04% of portfolio
2,879
Q3 2024 New
$130B
$227,000 0.04% of portfolio
1,937
Q3 2024 Reduced 1.58%
$31B
$257,000 0.04% of portfolio
2,102
Q3 2024 Added 0.19%
$31B
$214,000 0.03% of portfolio
799
Q3 2024 Added 0.38%
$175B
$205,000 0.03% of portfolio
331
Q3 2024 Reduced 3.78%
$29.6B
$215,000 0.03% of portfolio
742
Q3 2024 Reduced 8.51%
$177B
$197,000 0.03% of portfolio
1,015
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $626 Million
  • Prior Value $579 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 24 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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