Revolve Wealth Partners, LLC Reduced Holdings in Q4 2025

Revolve Wealth Partners, LLC

  • $807 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
-779
- 5.29%
$48.65 - $54.11 $37.9K - $42.2K
14K $718K
LEN
Lennar Corp

Consumer Cyclical
-24
- 0.32%
$117.91 - $130.07 $2.83K - $3.12K
7.42K $899K
ABT
Abbott Laboratories

Healthcare
-157
- 3.29%
$123.62 - $134.59 $19.4K - $21.1K
4.61K $599K
SHOP
Shopify Inc.

Technology
-137
- 2.04%
$146.04 - $179.01 $20K - $24.5K
6.58K $960K
COF
Capital One Financial Corp

Financial Services
-73
- 3.76%
$201.01 - $225.01 $14.7K - $16.4K
1.87K $376K
ETN
Eaton Corp PLC

Industrials
-33
- 3.33%
$352.39 - $387.75 $11.6K - $12.8K
958 $337K
LOW
Lowes Companies Inc

Consumer Cyclical
-12
- 1.03%
$225.0 - $247.99 $2.7K - $2.98K
1.15K $259K
PGR
Progressive Corp

Financial Services
-35
- 3.13%
$203.7 - $246.46 $7.13K - $8.63K
1.08K $244K
SO
Southern CO

Utilities
-234
- 9.22%
$90.58 - $99.72 $21.2K - $23.3K
2.31K $208K
AMP
Ameriprise Financial Inc

Financial Services
-13
- 2.55%
$440.8 - $497.79 $5.73K - $6.47K
497 $219K
QCOM
Qualcomm Inc

Technology
-179
- 6.73%
$153.59 - $187.68 $27.5K - $33.6K
2.48K $413K
CSX
Csx Corp

Industrials
-489
- 2.54%
$34.88 - $36.67 $17.1K - $17.9K
18.7K $653K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-136
- 9.99%
$185.12 - $192.11 $25.2K - $26.1K
1.23K $229K
GLD
Spdr Gold Trust

ETFs
-100
- 14.1%
$354.79 - $403.15 $35.5K - $40.3K
609 $228K
GM
General Motors CO

Consumer Cyclical
-828
- 22.55%
$55.35 - $71.89 $45.8K - $59.5K
2.84K $200K
FNDX
Schwab Fundamental U S Large C

ETFs
-996
- 3.18%
$25.68 - $26.95 $25.6K - $26.8K
30.3K $805K
UNP
Union Pacific Corp

Industrials
-15
- 1.69%
$216.37 - $237.41 $3.25K - $3.56K
871 $192K
WMT
Walmart Inc.

Consumer Defensive
-150
- 1.51%
$101.18 - $109.03 $15.2K - $16.4K
9.78K $1.01M
CVX
Chevron Corp

Energy
-92
- 2.06%
$148.9 - $157.72 $13.7K - $14.5K
4.37K $676K
EFG
Msci Eafe Growth ETF

ETFs
-520
- 1.01%
$112.91 - $117.61 $58.7K - $61.2K
51.1K $5.86M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-315
- 1.58%
$28.46 - $29.45 $8.96K - $9.28K
19.6K $568K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-196
- 0.21%
$26.44 - $27.53 $5.18K - $5.4K
94.9K $2.59M
SPGI
S&P Global Inc.

Financial Services
-24
- 4.81%
$472.05 - $502.96 $11.3K - $12.1K
475 $232K
EMR
Emerson Electric CO

Industrials
-9
- 0.39%
$126.01 - $140.03 $1.13K - $1.26K
2.3K $293K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.77K
- 6.55%
$213.04 - $254.0 $377K - $450K
25.2K $5.93M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-53
- 0.55%
$99.87 - $101.27 $5.29K - $5.37K
9.57K $957K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-27
- 1.67%
$125.45 - $131.1 $3.39K - $3.54K
1.59K $203K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-28
- 1.29%
$93.11 - $97.9 $2.61K - $2.74K
2.15K $203K
CVS
Cvs Health Corp

Healthcare
-185
- 5.47%
$76.69 - $83.04 $14.2K - $15.4K
3.2K $250K
VIG
Vanguard Dividend Appreciation

ETFs
-22
- 0.43%
N/A
5.15K $937K
DUK
Duke Energy Corp

Utilities
-58
- 1.96%
$121.57 - $129.03 $7.05K - $7.48K
2.9K $362K
Arista Networks Inc
-81
- 4.2%
N/A
1.85K $0
Ea Series Trust
-467
- 1.21%
N/A
38.2K $0
Blackrock Inc
-9
- 2.84%
N/A
308 $0
Linde PLC
-34
- 4.13%
N/A
789 $0
Ge Vernova Inc
-52
- 9.17%
N/A
515 $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-25.2K
- 4.93%
N/A
486K $0
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-87
- 0.47%
$25.2 - $26.46 $2.19K - $2.3K
18.3K $473K
Rbb Fd Inc
-3.05K
- 39.21%
N/A
4.73K $0
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-35
- 1.57%
$91.84 - $96.06 $3.21K - $3.36K
2.2K $208K
EEM
Ishares Msci Emerging Markets

ETFs
-282
- 2.38%
$51.94 - $56.01 $14.6K - $15.8K
11.6K $636K
TRV
Travelers Companies, Inc.

Financial Services
-6
- 0.74%
$261.57 - $287.42 $1.57K - $1.72K
802 $230K
KLAC
Kla Corp

Technology
-1
- 0.46%
$982.75 - $1235.28 $983 - $1.24K
218 $247K
AXP
American Express CO

Financial Services
-3
- 0.21%
$316.26 - $372.77 $949 - $1.12K
1.46K $497K
MCK
Mckesson Corp

Healthcare
-8
- 2.55%
$738.06 - $859.37 $5.9K - $6.87K
306 $257K
ABBV
Abb Vie Inc.

Healthcare
-1
- 0.01%
$211.96 - $244.38 $212 - $244
7.55K $1.77M
PH
Parker Hannifin Corp

Industrials
-2
- 0.57%
$716.66 - $857.93 $1.43K - $1.72K
347 $288K
IDXX
Idexx Laboratories Inc

Healthcare
-2
- 0.23%
$616.15 - $722.94 $1.23K - $1.45K
870 $600K
EFV
Msci Eafe Value ETF

ETFs
-359
- 0.96%
$66.73 - $70.99 $24K - $25.5K
37.2K $2.61M
Activity Summary
Buys All Purchases 105 New Holdings 10 Increased Positions 95 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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