Revolve Wealth Partners, LLC Portfolio Holdings
Revolve Wealth Partners, LLC
- $909 Million
- Q4 2024
Revolve Wealth Partners, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $909 Million distributed in 222 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Meta Financial Group Inc with a value of $267M, Vanguard Total Stock Market Et with a value of $108M, Ishares Tr with a value of $38.8M, Ea Ser Tr Alpha Architect Intl with a value of $30.1M, and Spdr Nuveen Bloomberg High Yie with a value of $28.1M.
Examining the 13F form we can see an increase of $283M in the current position value, from $626M to 909M.
Below you can find more details about Revolve Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$909 Million
ETFs: $517 Million
Financial Services: $285 Million
Technology: $52.7 Million
Healthcare: $14.9 Million
Communication Services: $13 Million
Consumer Cyclical: $10.9 Million
Consumer Defensive: $6.25 Million
Industrials: $4.42 Million
Other: $3.69 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 222
- Current Value $909 Million
- Prior Value $626 Million
- Filing
- Period Q4 2024
- Filing Date January 22, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 39 stocks
- Additional Purchases 104 stocks
- Sold out of 0 stocks
- Reduced holdings in 65 stocks