Revolve Wealth Partners, LLC New Holdings in Q3 2024

Revolve Wealth Partners, LLC

  • $626 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
1.95K
New
$239.25 - $280.76 $466K - $546K
1.95K $540K
OKE
Oneok Inc

Energy
5.62K
New
$78.62 - $95.27 $442K - $536K
5.62K $512K
IDXX
Idexx Laboratories Inc

Healthcare
927
New
$455.08 - $517.19 $422K - $479K
927 $468K
MTD
Mettler Toledo International Inc

Healthcare
281
New
$1308.0 - $1521.03 $368K - $427K
281 $421K
AMP
Ameriprise Financial Inc

Financial Services
790
New
$391.53 - $469.81 $309K - $371K
790 $371K
PODD
Insulet Corp

Healthcare
1.58K
New
$180.69 - $239.01 $285K - $377K
1.58K $367K
ABT
Abbott Laboratories

Healthcare
3.17K
New
$100.07 - $118.13 $317K - $375K
3.17K $361K
MMM
3 M CO

Industrials
2.22K
New
$99.69 - $139.42 $222K - $310K
2.22K $303K
LMT
Lockheed Martin Corp

Industrials
493
New
$460.3 - $584.56 $227K - $288K
493 $288K
VV
Vanguard Large Cap ETF

ETFs
1.04K
New
$236.92 - $263.4 $246K - $273K
1.04K $273K
BLK
Black Rock Inc.

Financial Services
282
New
$782.27 - $949.51 $221K - $268K
282 $267K
SO
Southern CO

Utilities
2.88K
New
$77.0 - $90.52 $222K - $261K
2.88K $259K
VTV
Vanguard Value ETF

ETFs
1.4K
New
$159.75 - $174.57 $224K - $245K
1.4K $244K
SPGI
S&P Global Inc.

Financial Services
463
New
$446.32 - $527.38 $207K - $244K
463 $239K
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
VNQ
Vanguard Specialized Funds Van

ETFs
2.07K
New
$82.97 - $98.97 $171K - $205K
2.07K $201K
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
OBIL
Rbb Fd Inc Us Treas 12 Month B
12.1K
New
N/A
12.1K $0
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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