Revolve Wealth Partners, LLC Portfolio Holdings by Sector
Revolve Wealth Partners, LLC
- $660 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IEFA IVAL HYMB QMOM ITAN SYLD TFI SCHF 92 stocks |
$427,660
64.89% of portfolio
|
56
|
21
|
8
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$101,958
15.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$16,103
2.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PLTR ADBE CRWD 5 stocks |
$12,665
1.92% of portfolio
|
5
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO AMD ADI QCOM MU TXN 7 stocks |
$12,370
1.88% of portfolio
|
6
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN ABBV JNJ LLY PFE MRK GILD 7 stocks |
$10,426
1.58% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG PINS 4 stocks |
$9,652
1.46% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
COMP SHOP UBER NOW CRM INTU HUBS APP 9 stocks |
$6,787
1.03% of portfolio
|
7
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP 3 stocks |
$6,674
1.01% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI QRTEA 3 stocks |
$5,598
0.85% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC 3 stocks |
$4,338
0.66% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA PEV 2 stocks |
$4,324
0.66% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B AIG 2 stocks |
$3,649
0.55% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CL PG 2 stocks |
$3,454
0.52% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH HUM 2 stocks |
$2,223
0.34% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
EQIX 1 stocks |
$2,158
0.33% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$2,054
0.31% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1,658
0.25% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
ED DUK NEE PEG SO 5 stocks |
$1,635
0.25% of portfolio
|
5
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX AMP BK 3 stocks |
$1,553
0.24% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$1,502
0.23% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE ETN PH EMR ROK 5 stocks |
$1,442
0.22% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
DXCM PODD ABT BSX 4 stocks |
$1,396
0.21% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX GD LMT BA 4 stocks |
$1,316
0.2% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR IDXX MTD TMO 4 stocks |
$1,314
0.2% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ CMCSA TMUS 4 stocks |
$1,265
0.19% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$1,177
0.18% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD CMG SBUX 3 stocks |
$1,085
0.16% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$1,056
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS RJF MS 3 stocks |
$976
0.15% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$911
0.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN 2 stocks |
$818
0.12% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR CB TRV 3 stocks |
$815
0.12% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO ZBRA 2 stocks |
$774
0.12% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX UNP 2 stocks |
$723
0.11% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$611
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$603
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$586
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$583
0.09% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
OKE 1 stocks |
$565
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$505
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$460
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$289
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$252
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$225
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$222
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$216
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$207
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
TSCO 1 stocks |
$204
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|