Revolve Wealth Partners, LLC Purchases in Q4 2024

Revolve Wealth Partners, LLC

  • $909 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CASH
Meta Financial Group Inc

Financial Services
3.63M
New
$64.22 - $84.86 $233M - $308M
3.63M $267M
VTI
Vanguard Total Stock Market Et

ETFs
711
+ 0.19%
$280.04 - $302.45 $199K - $215K
374K $108M
AAPL
Apple Inc.

Technology
2.7K
+ 4.2%
$221.69 - $259.02 $597K - $698K
66.9K $16.7M
VEA
Vanguard Ftse Developed Market

ETFs
39.7K
+ 47.3%
$47.57 - $52.44 $1.89M - $2.08M
123K $5.91M
COMP
Compass, Inc.

Technology
229K
New
$5.4 - $7.33 $1.24M - $1.68M
229K $1.34M
V
Visa Inc.

Financial Services
2.92K
+ 32.8%
$273.87 - $320.91 $799K - $936K
11.8K $3.73M
MUB
Ishares National Muni Bond ETF

ETFs
12K
+ 10.69%
$105.78 - $108.7 $1.27M - $1.3M
124K $13.2M
AMZN
Amazon Com Inc

Consumer Cyclical
986
+ 4.1%
$180.88 - $232.93 $178K - $230K
25K $5.49M
TSLA
Tesla, Inc.

Consumer Cyclical
931
+ 21.23%
$213.65 - $479.86 $199K - $447K
5.32K $2.15M
ITAN
Ea Series Trust Sparkline Inta

ETFs
10.2K
+ 1.45%
$29.88 - $32.67 $304K - $332K
710K $22.1M
FNDX
Schwab Fundamental U S Large C

ETFs
30.4K
New
$23.49 - $71.77 $713K - $2.18M
30.4K $718K
SCHG
Schwab Strategic Tr Us Large C

ETFs
359K
+ 294.77%
$25.93 - $105.3 $9.32M - $37.8M
481K $13.4M
META
Meta Platforms, Inc.

Communication Services
875
+ 10.2%
$554.08 - $632.68 $485K - $554K
9.46K $5.58M
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.32K
New
$75.1 - $82.99 $625K - $691K
8.32K $629K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14.1K
New
$44.04 - $49.49 $622K - $699K
14.1K $622K
AVGO
Broadcom Inc.

Technology
756
+ 10.44%
$159.67 - $250.0 $121K - $189K
8K $1.85M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
49.8K
+ 4.76%
$25.3 - $26.31 $1.26M - $1.31M
1.1M $28.1M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
12.4K
New
$40.82 - $45.39 $508K - $565K
12.4K $517K
SPY
Spdr S&P 500 ETF Trust

ETFs
685
+ 10.79%
$567.81 - $607.81 $389K - $416K
7.03K $4.12M
VNQ
Vanguard Specialized Funds Van

ETFs
5.53K
+ 267.63%
$87.85 - $98.6 $486K - $545K
7.6K $676K
PRF
Invesco Exchange Traded Fd Tr

ETFs
11.6K
New
$40.15 - $42.9 $467K - $499K
11.6K $468K
ABBV
Abb Vie Inc.

Healthcare
3.06K
+ 72.69%
$164.99 - $203.87 $506K - $625K
7.28K $1.29M
EFV
Msci Eafe Value ETF

ETFs
11.3K
+ 41.34%
$51.78 - $57.15 $587K - $647K
38.7K $2.03M
PLTR
Palantir Technologies Inc.

Technology
5.95K
New
$36.46 - $82.38 $217K - $490K
5.95K $449K
GOOGL
Alphabet Inc.

Communication Services
506
+ 3.51%
$161.86 - $196.66 $81.9K - $99.5K
14.9K $2.83M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.02K
+ 19.01%
$442.29 - $483.08 $453K - $495K
6.41K $2.91M
FNDF
Schwab Fundamental Intl Large

ETFs
12.6K
New
$32.92 - $37.15 $415K - $468K
12.6K $418K
MSFT
Microsoft Corp

Technology
1.51K
+ 5.77%
$406.35 - $454.46 $613K - $686K
27.7K $11.7M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
392K
+ 114.44%
$22.63 - $47.53 $8.88M - $18.6M
735K $16.7M
SHV
Ishares Tr

ETFs
3.53K
New
$109.92 - $110.57 $388K - $390K
3.53K $388K
AVUV
American Centy ETF Tr Avantis

ETFs
3.25K
+ 3.05%
$94.37 - $106.41 $306K - $346K
110K $10.6M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
7.66K
New
$47.66 - $51.84 $365K - $397K
7.66K $366K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
18.7K
New
$19.42 - $19.76 $363K - $369K
18.7K $363K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
17.5K
New
N/A
17.5K $354K
HYD
Vaneck High Yield Muni ETF

ETFs
10.8K
+ 5.99%
$51.09 - $53.06 $552K - $573K
191K $9.92M
APH
Amphenol Corp

Technology
4.72K
+ 87.87%
$62.07 - $75.35 $293K - $356K
10.1K $701K
IWR
Ishares Russell Mid Cap ETF

ETFs
3.66K
New
$87.25 - $95.52 $319K - $349K
3.66K $323K
FNDE
Schwab Fundamental Emerging Mk

ETFs
11.1K
New
$28.89 - $33.95 $319K - $375K
11.1K $321K
IWM
Ishares Russell 2000 ETF

ETFs
1.43K
+ 13.25%
$216.13 - $242.4 $309K - $347K
12.2K $2.7M
INTU
Intuit Inc

Technology
482
+ 145.62%
$602.01 - $706.25 $290K - $340K
813 $510K
IEMG
Ishares Inc

ETFs
5.7K
New
N/A
5.7K $305K
APP
App Lovin Corp

Technology
909
New
$130.67 - $401.5 $119K - $365K
909 $294K
NFLX
Netflix Inc

Communication Services
144
+ 16.38%
$687.65 - $936.56 $99K - $135K
1.02K $911K
TRV
Travelers Companies, Inc.

Financial Services
1.15K
New
$225.97 - $266.66 $259K - $306K
1.15K $276K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
20.9K
New
$12.74 - $14.23 $266K - $298K
20.9K $271K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.04K
+ 50.04%
$96.64 - $101.23 $294K - $308K
9.13K $884K
PGR
Progressive Corp

Financial Services
1.12K
New
$239.6 - $268.88 $269K - $302K
1.12K $268K
FNDA
Schwab Fundamental U S Small C

ETFs
8.64K
New
$29.26 - $59.11 $253K - $510K
8.64K $256K
PINS
Pinterest, Inc.

Communication Services
8.68K
New
$28.24 - $34.15 $245K - $296K
8.68K $251K
Activity Summary
Buys All Purchases 143 New Holdings 39 Increased Positions 104 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 2
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