Revolve Wealth Partners, LLC Purchases in Q3 2024

Revolve Wealth Partners, LLC

  • $626 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
1.28K
+ 39.93%
$182.15 - $182.15 $233K - $233K
4.49K $817K
CL
Colgate Palmolive CO

Consumer Defensive
598
+ 2.37%
$95.54 - $108.77 $57.1K - $65K
25.8K $2.68M
MELI
Mercadolibre Inc

Consumer Cyclical
113
New
$1591.44 - $2140.1 $180K - $242K
113 $231K
LEN
Lennar Corp

Consumer Cyclical
1.21K
New
$142.5 - $192.45 $173K - $233K
1.21K $227K
LOW
Lowes Companies Inc

Consumer Cyclical
819
New
$213.3 - $270.78 $175K - $222K
819 $221K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.71K
New
$111.9 - $124.28 $192K - $213K
1.71K $211K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.77K
New
$71.45 - $75.64 $198K - $209K
2.77K $207K
DXCM
Dexcom Inc

Healthcare
4.5K
+ 209.56%
$64.0 - $116.06 $288K - $522K
6.64K $445K
VNQ
Vanguard Specialized Funds Van

ETFs
2.07K
New
$82.97 - $98.97 $171K - $205K
2.07K $201K
V
Visa Inc.

Financial Services
340
+ 3.97%
$253.74 - $291.56 $86.3K - $99.1K
8.89K $2.45M
TXN
Texas Instruments Inc

Technology
1.02K
New
$194.6 - $194.6 $198K - $198K
1.02K $197K
NOVT
Novanta Inc

Technology
1.22K
New
$157.79 - $157.79 $193K - $193K
1.22K $192K
AVSD
American Centy ETF Tr Avantis

ETFs
1.5K
+ 9.42%
$53.92 - $61.11 $81K - $91.8K
17.4K $1.06M
VOE
Vanguard Mid Cap Value Index F

ETFs
300
+ 4.32%
$149.02 - $167.67 $44.7K - $50.3K
7.25K $1.22M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.26K
+ 9.49%
$64.83 - $72.82 $81.6K - $91.7K
14.5K $1.05M
DSI
Ishares Msci Kld 400 Social Et

ETFs
606
+ 3.8%
$97.81 - $108.79 $59.3K - $65.9K
16.5K $1.8M
AMD
Advanced Micro Devices Inc

Technology
799
+ 11.02%
$128.67 - $183.96 $103K - $147K
8.05K $1.32M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
1.53K
+ 6.78%
$32.65 - $36.84 $49.9K - $56.3K
24.1K $886K
PG
Procter & Gamble CO

Consumer Defensive
478
+ 7.27%
$160.76 - $177.82 $76.8K - $85K
7.05K $1.22M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
1.5K
+ 7.33%
$39.43 - $44.82 $59K - $67.1K
21.9K $982K
CSX
Csx Corp

Industrials
3.33K
+ 26.09%
$32.48 - $35.45 $108K - $118K
16.1K $556K
NYF
Ishares New York Muni Bond ETF

ETFs
1.96K
+ 9.91%
$53.13 - $54.36 $104K - $107K
21.8K $1.18M
T
At&T Inc.

Communication Services
4.05K
+ 35.48%
$18.21 - $22.28 $73.8K - $90.3K
15.5K $340K
VOT
Vanguard Mid Cap Growth Index

ETFs
336
+ 13.75%
$218.05 - $243.47 $73.3K - $81.8K
2.78K $676K
CVX
Chevron Corp

Energy
976
+ 29.91%
$137.88 - $161.97 $135K - $158K
4.24K $624K
GE
General Electric CO

Industrials
310
+ 17.31%
$156.66 - $189.66 $48.6K - $58.8K
2.1K $396K
APH
Amphenol Corp

Technology
1.83K
+ 51.44%
$58.39 - $70.41 $107K - $128K
5.37K $350K
BAC
Bank Of America Corp

Financial Services
2.68K
+ 20.2%
$36.65 - $44.13 $98.2K - $118K
15.9K $632K
MCD
Mcdonalds Corp

Consumer Cyclical
31
+ 1.67%
$245.82 - $304.51 $7.62K - $9.44K
1.89K $575K
ACN
Accenture PLC

Technology
184
+ 26.03%
$295.44 - $355.81 $54.4K - $65.5K
891 $314K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
738
+ 3.33%
$73.86 - $84.2 $54.5K - $62.1K
22.9K $1.89M
KO
Coca Cola CO

Consumer Defensive
331
+ 4.05%
$62.69 - $73.01 $20.8K - $24.2K
8.5K $610K
CSCO
Cisco Systems, Inc.

Technology
1.01K
+ 17.87%
$44.74 - $53.22 $45.3K - $53.9K
6.68K $355K
GS
Goldman Sachs Group Inc

Financial Services
113
+ 15.76%
$459.02 - $510.25 $51.9K - $57.7K
830 $410K
APD
Air Products & Chemicals, Inc.

Basic Materials
17
+ 0.86%
$247.34 - $300.11 $4.2K - $5.1K
2K $595K
DIS
Walt Disney CO

Communication Services
1K
+ 20.29%
$85.6 - $98.61 $85.9K - $98.9K
5.95K $571K
NEE
Nextera Energy Inc

Utilities
186
+ 4.26%
$69.9 - $84.97 $13K - $15.8K
4.56K $385K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
508
+ 9.11%
$96.25 - $101.98 $48.9K - $51.8K
6.08K $616K
AVGO
Broadcom Inc.

Technology
6.51K
+ 889.21%
$136.27 - $1745.86 $887K - $11.4M
7.24K $1.25M
XOM
Exxon Mobil Corp

Energy
422
+ 4.93%
$109.72 - $119.0 $46.3K - $50.2K
8.98K $1.05M
VZ
Verizon Communications Inc

Communication Services
831
+ 12.21%
$38.89 - $45.0 $32.3K - $37.4K
7.64K $343K
DUK
Duke Energy Corp

Utilities
125
+ 3.97%
$99.35 - $117.71 $12.4K - $14.7K
3.28K $377K
PFE
Pfizer Inc

Healthcare
1.46K
+ 9.6%
$27.7 - $31.39 $40.5K - $45.9K
16.7K $482K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
554
+ 2.88%
$49.93 - $51.15 $27.7K - $28.3K
19.8K $1.01M
TMO
Thermo Fisher Scientific Inc.

Healthcare
28
+ 6.32%
$531.86 - $624.21 $14.9K - $17.5K
471 $291K
ZBRA
Zebra Technologies Corp

Technology
1
+ 0.14%
$306.21 - $371.02 $306 - $371
710 $262K
GOOG
Alphabet Inc.

Communication Services
1.18K
+ 12.1%
$149.54 - $192.66 $177K - $228K
11K $1.83M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.1%
$801.83 - $917.05 $802 - $917
993 $880K
ZTS
Zoetis Inc.

Healthcare
34
+ 2.84%
$172.58 - $196.48 $5.87K - $6.68K
1.23K $240K
Activity Summary
Buys All Purchases 113 New Holdings 24 Increased Positions 89 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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