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
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
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
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.35%
$386.81 - $423.12 $774 - $846
566 $239K
EMR
Emerson Electric CO

Industrials
131
+ 6.41%
$98.19 - $118.87 $12.9K - $15.6K
2.18K $237K
UPS
United Parcel Service Inc

Industrials
85
+ 1.99%
$123.32 - $147.38 $10.5K - $12.5K
4.35K $592K
BNDX
Vanguard Total International B

ETFs
8
+ 0.15%
$48.42 - $50.35 $387 - $403
5.33K $267K
WFC
Wells Fargo & Company

Financial Services
302
+ 7.39%
$51.58 - $60.97 $15.6K - $18.4K
4.39K $247K
Rbb Fd Inc
5.65K
+ 34.74%
N/A
21.9K $0
DFSI
Dimensional ETF Tr Dimen Intl
5.88K
+ 12.34%
N/A
53.5K $0
Ea Series Trust
5.79K
+ 107.37%
N/A
11.2K $0
LLY
Eli Lilly & CO

Healthcare
30
+ 2.14%
$772.14 - $960.02 $23.2K - $28.8K
1.43K $1.27M
RJF
Raymond James Financial Inc

Financial Services
4
+ 0.19%
$106.39 - $125.13 $426 - $501
2.1K $257K
ROK
Rockwell Automation, Inc

Industrials
3
+ 0.38%
$248.27 - $294.37 $745 - $883
799 $214K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
70
+ 0.92%
$42.59 - $60.56 $2.98K - $4.24K
7.71K $389K
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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