Revolve Wealth Partners, LLC Incresed Positions in Q3 2024

Revolve Wealth Partners, LLC

  • $626 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
10.2K
+ 1.96%
$70.09 - $78.74 $717K - $805K
532K $41.5M
AAPL
Apple Inc.

Technology
5.12K
+ 8.66%
$207.23 - $234.82 $1.06M - $1.2M
64.2K $14.9M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
61.3K
+ 6.22%
$25.38 - $26.27 $1.56M - $1.61M
1.05M $27.5M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
40.4K
+ 10.87%
$45.6 - $46.83 $1.84M - $1.89M
411K $19.3M
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
47.6K
+ 4.03%
$22.58 - $26.27 $1.08M - $1.25M
1.23M $31.7M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
29.4K
+ 9.38%
$45.2 - $47.87 $1.33M - $1.41M
343K $16.3M
SYLD
Cambria Shareholder Yld ETF

ETFs
7.89K
+ 2.79%
$66.68 - $72.81 $526K - $574K
291K $21.1M
ITAN
Ea Series Trust Sparkline Inta

ETFs
12.2K
+ 1.77%
$27.03 - $30.35 $329K - $370K
700K $21.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.6K
+ 2.8%
$36.98 - $41.55 $428K - $481K
425K $17.5M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2.34K
+ 1.07%
$71.86 - $78.56 $168K - $184K
220K $17.3M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
11.2K
+ 3.23%
$35.73 - $39.48 $402K - $444K
360K $14.1M
AVUV
American Centy ETF Tr Avantis

ETFs
3.61K
+ 3.51%
$88.24 - $99.7 $319K - $360K
107K $10.2M
JNJ
Johnson & Johnson

Healthcare
4.84K
+ 86.43%
$145.48 - $167.38 $704K - $810K
10.4K $1.69M
MSFT
Microsoft Corp

Technology
2.64K
+ 11.2%
$395.15 - $467.56 $1.04M - $1.23M
26.2K $11.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.96K
+ 2.49%
$92.63 - $105.69 $274K - $313K
122K $12.7M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
27.5K
+ 10.16%
$17.93 - $18.61 $493K - $512K
298K $5.53M
META
Meta Platforms, Inc.

Communication Services
7
+ 0.08%
$453.41 - $572.44 $3.17K - $4.01K
8.58K $4.91M
UNP
Union Pacific Corp

Industrials
2.03K
+ 214.16%
$221.78 - $256.09 $449K - $519K
2.97K $731K
JPM
Jpmorgan Chase & CO

Financial Services
1.91K
+ 18.09%
$194.9 - $224.8 $373K - $430K
12.5K $2.63M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
430
+ 8.67%
$405.19 - $478.57 $174K - $206K
5.39K $2.48M
UNH
Unitedhealth Group Inc

Healthcare
242
+ 6.12%
$488.01 - $604.18 $118K - $146K
4.2K $2.45M
HYD
Vaneck High Yield Muni ETF

ETFs
3.3K
+ 1.87%
$51.46 - $53.07 $170K - $175K
180K $9.57M
AXP
American Express CO

Financial Services
1.31K
+ 101.95%
$225.92 - $271.17 $295K - $354K
2.59K $702K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
501
+ 12.05%
$475.2 - $527.7 $238K - $264K
4.66K $2.46M
BX
Blackstone Inc.

Financial Services
1.39K
+ 26.55%
$120.77 - $159.66 $168K - $222K
6.63K $1.01M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.12K
+ 1.81%
$58.03 - $65.37 $65.2K - $73.4K
63.1K $4.09M
SPY
Spdr S&P 500 ETF Trust

ETFs
262
+ 4.3%
$517.38 - $573.86 $136K - $150K
6.35K $3.64M
RTX
Raytheon Technologies Corp

Industrials
2.25K
+ 91.55%
$99.55 - $123.34 $224K - $278K
4.71K $571K
VUG
Vanguard Growth ETF

ETFs
493
+ 3.67%
$341.08 - $391.94 $168K - $193K
13.9K $5.35M
HON
Honeywell International Inc

Industrials
1.57K
+ 109.23%
$196.73 - $220.21 $310K - $347K
3.02K $623K
ABBV
Abb Vie Inc.

Healthcare
1.08K
+ 34.49%
$163.84 - $199.33 $177K - $215K
4.22K $832K
IBM
International Business Machines Corp

Technology
925
+ 56.3%
$175.1 - $223.38 $162K - $207K
2.57K $567K
ADI
Analog Devices Inc

Technology
1.08K
+ 98.9%
$200.56 - $243.33 $217K - $263K
2.17K $499K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
2.87K
+ 9.44%
$37.61 - $41.72 $108K - $120K
33.2K $1.39M
CL
Colgate Palmolive CO

Consumer Defensive
598
+ 2.37%
$95.54 - $108.77 $57.1K - $65K
25.8K $2.68M
VIG
Vanguard Dividend Appreciation

ETFs
1.28K
+ 39.93%
$182.15 - $182.15 $233K - $233K
4.49K $817K
DXCM
Dexcom Inc

Healthcare
4.5K
+ 209.56%
$64.0 - $116.06 $288K - $522K
6.64K $445K
V
Visa Inc.

Financial Services
340
+ 3.97%
$253.74 - $291.56 $86.3K - $99.1K
8.89K $2.45M
NUSC
Nuveen Esg Small Cap ETF

ETFs
2.7K
+ 11.47%
$38.89 - $42.97 $105K - $116K
26.2K $1.12M
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
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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