Revolve Wealth Partners, LLC Reduced Holdings in Q4 2024

Revolve Wealth Partners, LLC

  • $909 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
-350
- 2.1%
$258.78 - $328.31 $90.6K - $115K
16.3K $4.25M
SHOP
Shopify Inc.

Technology
-9.14K
- 52.68%
$78.14 - $119.49 $714K - $1.09M
8.21K $872K
UNP
Union Pacific Corp

Industrials
-1.97K
- 66.12%
$223.15 - $249.32 $438K - $490K
1.01K $229K
JNJ
Johnson & Johnson

Healthcare
-1.96K
- 18.81%
$143.34 - $165.86 $282K - $326K
8.48K $1.23M
UNH
Unitedhealth Group Inc

Healthcare
-176
- 4.2%
$485.52 - $625.25 $85.5K - $110K
4.02K $2.03M
MU
Micron Technology Inc

Technology
-2.85K
- 43.09%
$84.16 - $113.41 $240K - $323K
3.76K $316K
CL
Colgate Palmolive CO

Consumer Defensive
-108
- 0.42%
$90.22 - $102.31 $9.74K - $11K
25.7K $2.33M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-6.16K
- 31.15%
$49.79 - $51.14 $307K - $315K
13.6K $682K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.51K
- 0.68%
$77.23 - $82.11 $116K - $124K
218K $17M
SUB
Ishares Short Term National Mu

ETFs
-2.28K
- 29.08%
$104.94 - $106.2 $239K - $242K
5.55K $585K
MA
Mastercard Inc

Financial Services
-643
- 15.74%
$491.3 - $536.15 $316K - $345K
3.44K $1.81M
CVX
Chevron Corp

Energy
-1.26K
- 29.61%
$141.15 - $162.53 $177K - $204K
2.98K $432K
PG
Procter & Gamble CO

Consumer Defensive
-883
- 12.52%
$161.05 - $179.7 $142K - $159K
6.17K $1.03M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-289
- 36.72%
$396.64 - $516.74 $115K - $149K
498 $200K
XOM
Exxon Mobil Corp

Energy
-497
- 5.54%
$105.51 - $125.37 $52.4K - $62.3K
8.48K $911K
IBM
International Business Machines Corp

Technology
-586
- 22.82%
$204.9 - $238.04 $120K - $139K
1.98K $435K
ABT
Abbott Laboratories

Healthcare
-1.08K
- 34.17%
$111.93 - $119.39 $121K - $129K
2.09K $236K
IDXX
Idexx Laboratories Inc

Healthcare
-73
- 7.87%
$406.92 - $495.42 $29.7K - $36.2K
854 $353K
ADBE
Adobe Inc.

Technology
-37
- 2.76%
$437.39 - $552.96 $16.2K - $20.5K
1.31K $580K
HD
Home Depot, Inc.

Consumer Cyclical
-151
- 6.05%
$385.02 - $431.37 $58.1K - $65.1K
2.35K $912K
MRK
Merck & Co., Inc.

Healthcare
-323
- 6.73%
$96.31 - $114.76 $31.1K - $37.1K
4.48K $445K
HON
Honeywell International Inc

Industrials
-659
- 21.86%
$202.84 - $236.0 $134K - $156K
2.36K $532K
PEP
Pepsico Inc

Consumer Defensive
-347
- 17.0%
$151.29 - $176.1 $52.5K - $61.1K
1.69K $257K
ABNB
Airbnb, Inc.

Consumer Cyclical
-782
- 23.89%
$125.36 - $147.37 $98K - $115K
2.49K $327K
MTD
Mettler Toledo International Inc

Healthcare
-3
- 1.07%
$1160.67 - $1498.12 $3.48K - $4.49K
278 $340K
CSX
Csx Corp

Industrials
-1.39K
- 8.6%
$31.58 - $36.88 $43.7K - $51.1K
14.7K $475K
VZ
Verizon Communications Inc

Communication Services
-822
- 10.76%
$39.6 - $45.21 $32.6K - $37.2K
6.82K $272K
DUK
Duke Energy Corp

Utilities
-325
- 9.92%
$105.76 - $120.76 $34.4K - $39.2K
2.95K $317K
SO
Southern CO

Utilities
-396
- 13.75%
$81.5 - $94.15 $32.3K - $37.3K
2.48K $204K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-159
- 0.78%
$113.92 - $127.38 $18.1K - $20.3K
20.1K $2.32M
CMCSA
Comcast Corp

Communication Services
-224
- 2.46%
$37.39 - $45.14 $8.38K - $10.1K
8.89K $333K
GD
General Dynamics Corp

Industrials
-47
- 5.6%
$260.28 - $314.03 $12.2K - $14.8K
793 $208K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
-348
- 0.09%
$63.64 - $71.85 $22.1K - $25K
370K $23.8M
ADI
Analog Devices Inc

Technology
-21
- 0.97%
$206.35 - $236.48 $4.33K - $4.97K
2.15K $457K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-1.98K
- 14.01%
$20.6 - $20.71 $40.9K - $41.1K
12.2K $251K
AMP
Ameriprise Financial Inc

Financial Services
-158
- 20.0%
$473.15 - $574.01 $74.8K - $90.7K
632 $336K
DIS
Walt Disney CO

Communication Services
-1.12K
- 18.8%
$92.39 - $117.6 $103K - $131K
4.83K $537K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-78
- 0.77%
$30.48 - $34.2 $2.38K - $2.67K
10.1K $307K
BAC
Bank Of America Corp

Financial Services
-2.05K
- 12.87%
$39.22 - $47.77 $80.5K - $98K
13.9K $610K
T
At&T Inc.

Communication Services
-1.36K
- 8.77%
$21.22 - $23.88 $28.8K - $32.4K
14.1K $321K
APD
Air Products & Chemicals, Inc.

Basic Materials
-1
- 0.05%
$285.5 - $335.62 $286 - $336
2K $579K
SPGI
S&P Global Inc.

Financial Services
-6
- 1.3%
$480.36 - $529.17 $2.88K - $3.18K
457 $227K
SPMD
Spdr Portfolio

ETFs
-181
- 1.65%
$54.13 - $59.56 $9.8K - $10.8K
10.8K $590K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-10
- 0.25%
$563.99 - $620.12 $5.64K - $6.2K
4.02K $2.29M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-31
- 0.09%
$61.68 - $67.87 $1.91K - $2.1K
32.9K $2.05M
Rbb Fd Inc
-784
- 14.02%
N/A
4.81K $0
Kenvue Inc
-376
- 3.25%
N/A
11.2K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
-799
- 14.02%
N/A
4.9K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
-1.22K
- 10.08%
N/A
10.9K $0
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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