Revolve Wealth Partners, LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $579 Million distributed in 179 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 $100M, Ishares Tr with a value of $37.9M, Ea Ser Tr Alpha Architect Intl with a value of $29.5M, Spdr Nuveen Bloomberg High Yie with a value of $25.1M, and Ea Ser Tr Momentumshares U S Q with a value of $21.6M.
Examining the 13F form we can see an increase of $17.7M in the current position value, from $561M to 579M.
Below you can find more details about Revolve Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$579 Million
ETFs: $474 Million
Technology: $43.4 Million
Healthcare: $14 Million
Financial Services: $11.7 Million
Consumer Cyclical: $11.6 Million
Communication Services: $10.7 Million
Consumer Defensive: $6.02 Million
Industrials: $3.85 Million
Other: $2.92 Million
Stock Holdings Table Market Cap. of $200 Billions or more