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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.05T
$2.01 Million 0.31% of portfolio
10,578
Q4 2024 Reduced 3.43%
$0
$1.92 Million 0.3% of portfolio
29,083
Q4 2024 Added 2.76%
$0
$1.95 Million 0.3% of portfolio
22,665
Q4 2024 Reduced 0.96%
$76.2B
$1.85 Million 0.29% of portfolio
7,997
Q4 2024 Added 10.44%
$0
$1.84 Million 0.29% of portfolio
16,668
Q4 2024 Added 0.72%
$520B
$1.81 Million 0.28% of portfolio
3,443
Q4 2024 Reduced 15.74%
$0
$1.43 Million 0.22% of portfolio
36,241
Q4 2024 Added 9.05%
$3.96B
$1.34 Million 0.21% of portfolio
228,754
Q4 2024 New
$356B
$1.29 Million 0.2% of portfolio
7,279
Q4 2024 Added 72.69%
$421B
$1.23 Million 0.19% of portfolio
8,476
Q4 2024 Reduced 18.81%
$0
$1.22 Million 0.19% of portfolio
22,891
Q4 2024 Added 5.09%
$810B
$1.14 Million 0.18% of portfolio
1,471
Q4 2024 Added 2.8%
$0
$1.14 Million 0.18% of portfolio
27,270
Q4 2024 Added 4.04%
$107B
$1.14 Million 0.18% of portfolio
6,626
Q3 2024 Added 26.55%
$0
$1.17 Million 0.18% of portfolio
7,250
Q3 2024 Added 4.32%
$0
$1.09 Million 0.17% of portfolio
19,573
Q4 2024 Added 12.21%
$412B
$1.03 Million 0.16% of portfolio
1,123
Q4 2024 Added 13.09%
$0
$1.04 Million 0.16% of portfolio
22,033
Q4 2024 Added 0.52%
$0
$1.04 Million 0.16% of portfolio
16,170
Q4 2024 Added 11.29%
$386B
$1.03 Million 0.16% of portfolio
6,170
Q4 2024 Reduced 12.52%
$150B
$938,000 0.15% of portfolio
15,563
Q4 2024 Added 64.97%
$0
$934,000 0.15% of portfolio
7,370
Q4 2024 Added 2.53%
$0
$884,000 0.14% of portfolio
9,127
Q4 2024 Added 50.04%
$415B
$902,000 0.14% of portfolio
5,418
Q4 2024 Added 8.06%
$370B
$912,000 0.14% of portfolio
2,346
Q4 2024 Reduced 6.05%
$0
$922,000 0.14% of portfolio
5,066
Q4 2024 Added 12.85%
$130B
$872,000 0.14% of portfolio
8,209
Q4 2024 Reduced 52.68%
$174B
$900,000 0.14% of portfolio
849
Q4 2024 Added 0.24%
$444B
$911,000 0.14% of portfolio
1,023
Q4 2024 Added 16.38%
$486B
$911,000 0.14% of portfolio
8,478
Q4 2024 Reduced 5.54%
$0
$845,000 0.13% of portfolio
24,282
Q4 2024 Added 0.94%
$0
$832,000 0.13% of portfolio
6,439
Q4 2024 Added 1.96%
$230B
$799,000 0.12% of portfolio
8,849
Q4 2024 Added 5.8%
$0
$688,000 0.11% of portfolio
22,360
Q1 2024 Added 0.86%
$0
$682,000 0.11% of portfolio
13,621
Q4 2024 Reduced 31.15%
$0
$676,000 0.11% of portfolio
7,599
Q4 2024 Added 267.63%
$0
$684,000 0.11% of portfolio
2,696
Q4 2024 Reduced 2.99%
$41.3B
$701,000 0.11% of portfolio
10,094
Q4 2024 Added 87.87%
$0
$718,000 0.11% of portfolio
30,360
Q4 2024 New
$0
$629,000 0.1% of portfolio
8,322
Q4 2024 New
$0
$622,000 0.1% of portfolio
14,129
Q4 2024 New
$289B
$610,000 0.1% of portfolio
1,827
Q4 2024 Added 12.64%
$347B
$610,000 0.1% of portfolio
13,892
Q4 2024 Reduced 12.87%
$188B
$580,000 0.09% of portfolio
1,305
Q4 2024 Reduced 2.76%
$65B
$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%
$199B
$563,000 0.09% of portfolio
4,873
Q4 2024 Added 3.37%
$226B
$562,000 0.09% of portfolio
1,942
Q4 2024 Added 2.75%
$0
$590,000 0.09% of portfolio
10,805
Q4 2024 Reduced 1.65%

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
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