The Analysis of Revolve Wealth Partners, LLC's Holdings
Currently, Revolve Wealth Partners, LLC holds 228 types of securities in its portfolio with a total value $850.7M. In the most recent quarter, they have increased their positions in N/A (+48.3K shares, valued at $2.8M), N/A (+53.0K shares, valued at $2.6M), AVUS (+16.4K shares, valued at $1.8M); decreased their positions in VTI (-4.7K shares, valued at $1.6M), IVV (-1.9K shares, valued at $1.3M), TBIL (-25.2K shares, valued at $1.3M); initiated new positions in N/A (+48.3K shares, valued at $2.8M), N/A (+53.0K shares, valued at $2.6M), AVUS (+16.4K shares, valued at $1.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS386.3K shares-1.20%2025-12-312026-01-20
IEFA ISHARES TR583.3K shares0.42%2025-12-312026-01-20 IVAL EA SERIES TRUST1.4M shares-0.71%2025-12-312026-01-20 ITAN EA SERIES TRUST792.8K shares-0.88%2025-12-312026-01-20 QMOM EA SERIES TRUST428.3K shares0.92%2025-12-312026-01-20 SYLD CAMBRIA ETF TR387.0K shares1.33%2025-12-312026-01-20 HYMB SPDR SERIES TRUST1.1M shares-4.09%2025-12-312026-01-20 SCHF SCHWAB STRATEGIC TR1.0M shares1.43%2025-12-312026-01-20 TBIL RBB FD INC485.6K shares-4.93%2025-12-312026-01-20 TFI SPDR SERIES TRUST441.9K shares4.86%2025-12-312026-01-20 IQDG WISDOMTREE TR467.0K shares1.64%2025-12-312026-01-20 AAPL APPLE INC70.9K shares-5.27%2025-12-312026-01-20 DLN WISDOMTREE TR212.3K shares1.64%2025-12-312026-01-20 SCHZ SCHWAB STRATEGIC TR789.6K shares4.84%2025-12-312026-01-20 DFCF DIMENSIONAL ETF TRUST425.3K shares3.42%2025-12-312026-01-20 MUB ISHARES TR148.8K shares4.61%2025-12-312026-01-20 HYD VANECK ETF TRUST301.2K shares-6.04%2025-12-312026-01-20 SCHG SCHWAB STRATEGIC TR451.9K shares0.79%2025-12-312026-01-20 AVUV AMERICAN CENTY ETF TR134.3K shares2.65%2025-12-312026-01-20 NVDA NVIDIA CORPORATION71.4K shares-7.44%2025-12-312026-01-20 MSFT MICROSOFT CORP27.0K shares-5.88%2025-12-312026-01-20 IVV ISHARES TR17.5K shares-9.75%2025-12-312026-01-20 SCHX SCHWAB STRATEGIC TR430.7K shares0.59%2025-12-312026-01-20 VEA VANGUARD TAX-MANAGED FDS139.2K shares3.94%2025-12-312026-01-20 VUG VANGUARD INDEX FDS15.5K shares2.79%2025-12-312026-01-20 TSLA TESLA INC14.9K shares-4.57%2025-12-312026-01-20 PHB INVESCO EXCH TRADED FD TR II331.1K shares3.73%2025-12-312026-01-20 META META PLATFORMS INC9.1K shares2.85%2025-12-312026-01-20 AMZN AMAZON COM INC25.2K shares-6.55%2025-12-312026-01-20 EFG ISHARES TR51.1K shares-1.01%2025-12-312026-01-20 ALPHABET INC ALPHABET INC17.8K shares-1.25%2025-12-312026-01-20 VXUS VANGUARD STAR FDS63.7K shares0.01%2025-12-312026-01-20 SPY SPDR S&P 500 ETF TR6.8K shares-11.37%2025-12-312026-01-20 AMGN AMGEN INC13.9K shares-3.80%2025-12-312026-01-20 JPM JPMORGAN CHASE & CO.14.1K shares-0.30%2025-12-312026-01-20 V VISA INC11.7K shares-2.05%2025-12-312026-01-20 BROADCOM INC BROADCOM INC9.6K shares2.19%2025-12-312026-01-20 SCHM SCHWAB STRATEGIC TR106.5K shares-1.27%2025-12-312026-01-20 ALPHABET INC ALPHABET INC10.1K shares-5.25%2025-12-312026-01-20 VO VANGUARD INDEX FDS10.6K shares-1.20%2025-12-312026-01-20 DFSI DIMENSIONAL ETF TRUST66.0K shares3.63%2025-12-312026-01-20 EFV ISHARES TR37.2K shares-0.96%2025-12-312026-01-20 EA SERIES TRUST EA SERIES TRUST53.0K sharesnew addition2025-12-312026-01-20 SCHD SCHWAB STRATEGIC TR94.9K shares-0.21%2025-12-312026-01-20 SCHA SCHWAB STRATEGIC TR89.2K shares-0.17%2025-12-312026-01-20 IWF ISHARES TR5.3K shares-3.49%2025-12-312026-01-20 IWM ISHARES TR10.1K shares-16.63%2025-12-312026-01-20 IXUS ISHARES TR29.0K shares0.06%2025-12-312026-01-20 COMP COMPASS INC228.9K shares0.03%2025-12-312026-01-20 NULG NUSHARES ETF TR24.0K shares4.66%2025-12-312026-01-20 IJR ISHARES TR19.3K shares-2.75%2025-12-312026-01-20 DSI ISHARES TR18.0K shares3.00%2025-12-312026-01-20 MDY SPDR S&P MIDCAP 400 ETF TR3.8K shares0.00%2025-12-312026-01-20 VB VANGUARD INDEX FDS8.4K shares-5.94%2025-12-312026-01-20 AAUS EA SERIES TRUST38.2K shares-1.21%2025-12-312026-01-20 NULV NUSHARES ETF TR45.7K shares3.41%2025-12-312026-01-20 IJH ISHARES TR30.5K shares-5.79%2025-12-312026-01-20 MA MASTERCARD INCORPORATED3.4K shares-5.57%2025-12-312026-01-20 EQIX EQUINIX INC2.4K shares-2.68%2025-12-312026-01-20 AVUS AMERICAN CENTY ETF TR16.4K sharesnew addition2025-12-312026-01-20 ABBV ABBVIE INC7.6K shares-0.01%2025-12-312026-01-20 LLY ELI LILLY & CO1.6K shares10.99%2025-12-312026-01-20 AMD ADVANCED MICRO DEVICES INC7.9K shares1.67%2025-12-312026-01-20 AVSD AMERICAN CENTY ETF TR21.6K shares2.42%2025-12-312026-01-20 NYF ISHARES TR29.5K shares2.49%2025-12-312026-01-20 JNJ JOHNSON & JOHNSON7.6K shares0.57%2025-12-312026-01-20 TOL TOLL BROTHERS INC11.6K shares-0.03%2025-12-312026-01-20 NUSC NUSHARES ETF TR32.6K shares3.45%2025-12-312026-01-20 VOE VANGUARD INDEX FDS8.1K shares0.00%2025-12-312026-01-20 DMXF ISHARES TR18.2K shares5.76%2025-12-312026-01-20 XOM EXXON MOBIL CORP11.4K shares1.38%2025-12-312026-01-20 VTEB VANGUARD MUN BD FDS25.9K shares14.98%2025-12-312026-01-20 APH AMPHENOL CORP NEW9.4K shares-0.21%2025-12-312026-01-20 CL COLGATE PALMOLIVE CO16.0K shares-34.53%2025-12-312026-01-20 NUMG NUSHARES ETF TR26.2K shares6.56%2025-12-312026-01-20 DFSV DIMENSIONAL ETF TRUST37.0K shares-4.80%2025-12-312026-01-20 PLTR PALANTIR TECHNOLOGIES INC6.7K shares1.30%2025-12-312026-01-20 UNH UNITEDHEALTH GROUP INC3.5K shares-1.34%2025-12-312026-01-20 MU MICRON TECHNOLOGY INC4.0K shares2.04%2025-12-312026-01-20 NUMV NUSHARES ETF TR29.0K shares4.38%2025-12-312026-01-20 VIG VANGUARD SPECIALIZED FUNDS5.1K shares-0.43%2025-12-312026-01-20 ISRG INTUITIVE SURGICAL INC1.9K shares-0.10%2025-12-312026-01-20 ORCL ORACLE CORP5.6K shares-7.01%2025-12-312026-01-20 WMT WALMART INC9.8K shares-1.51%2025-12-312026-01-20 SHOP SHOPIFY INC6.6K shares-2.04%2025-12-312026-01-20 COST COSTCO WHSL CORP NEW1.1K shares-5.05%2025-12-312026-01-20 NFLX NETFLIX INC10.4K shares864.57%2025-12-312026-01-20 IWP ISHARES TR7.0K shares-4.40%2025-12-312026-01-20 AGG ISHARES TR9.6K shares-0.55%2025-12-312026-01-20 RTX RTX CORPORATION5.1K shares0.32%2025-12-312026-01-20 VWO VANGUARD INTL EQUITY INDEX F16.2K shares16.21%2025-12-312026-01-20 HD HOME DEPOT INC2.5K shares-7.99%2025-12-312026-01-20 VOT VANGUARD INDEX FDS3.1K shares0.00%2025-12-312026-01-20 IWS ISHARES TR6.0K shares-7.55%2025-12-312026-01-20 FNDX SCHWAB STRATEGIC TR30.3K shares-3.18%2025-12-312026-01-20 PG PROCTER AND GAMBLE CO5.5K shares-6.32%2025-12-312026-01-20 BAC BANK AMERICA CORP14.0K shares-5.29%2025-12-312026-01-20 LEN LENNAR CORP7.4K shares-0.32%2025-12-312026-01-20 UBER UBER TECHNOLOGIES INC9.3K shares-10.62%2025-12-312026-01-20 EFA ISHARES TR7.8K shares0.03%2025-12-312026-01-20 GS GOLDMAN SACHS GROUP INC835 shares0.85%2025-12-312026-01-20 IBM INTERNATIONAL BUSINESS MACHS2.4K shares0.63%2025-12-312026-01-20 CSCO CISCO SYS INC9.2K shares2.73%2025-12-312026-01-20 JMST J P MORGAN EXCHANGE TRADED F13.6K sharesnew addition2025-12-312026-01-20 NOW SERVICENOW INC4.5K shares403.24%2025-12-312026-01-20 RCL ROYAL CARIBBEAN GROUP2.4K shares175.25%2025-12-312026-01-20 CSX CSX CORP18.7K shares-2.54%2025-12-312026-01-20 CVX CHEVRON CORP NEW4.4K shares-2.06%2025-12-312026-01-20 GE AEROSPACE GE AEROSPACE2.2K shares-6.80%2025-12-312026-01-20 FNDF SCHWAB STRATEGIC TR14.2K shares0.00%2025-12-312026-01-20 APP APPLOVIN CORP944 shares-1.15%2025-12-312026-01-20 EEM ISHARES TR11.6K shares-2.38%2025-12-312026-01-20 ADI ANALOG DEVICES INC2.3K shares1.24%2025-12-312026-01-20 SPMD SPDR SERIES TRUST10.6K shares0.00%2025-12-312026-01-20 IWY ISHARES TR2.1K shares0.00%2025-12-312026-01-20 IDXX IDEXX LABS INC870 shares-0.23%2025-12-312026-01-20 INTU INTUIT888 shares1.72%2025-12-312026-01-20 KO COCA COLA CO8.4K shares4.14%2025-12-312026-01-20 SCHV SCHWAB STRATEGIC TR19.6K shares-1.58%2025-12-312026-01-20 ABT ABBOTT LABS4.6K shares-3.29%2025-12-312026-01-20 SUB ISHARES TR5.1K shares0.00%2025-12-312026-01-20 AXP AMERICAN EXPRESS CO1.5K shares-0.21%2025-12-312026-01-20 VTV VANGUARD INDEX FDS2.8K shares41.53%2025-12-312026-01-20 DIS DISNEY WALT CO4.6K shares-4.05%2025-12-312026-01-20 GBTC GRAYSCALE BITCOIN TRUST ETF7.6K shares0.00%2025-12-312026-01-20 CRM SALESFORCE INC1.9K shares0.47%2025-12-312026-01-20 IEMG ISHARES INC7.4K shares-10.70%2025-12-312026-01-20 APD AIR PRODS & CHEMS INC1.9K shares-3.23%2025-12-312026-01-20 SCHB SCHWAB STRATEGIC TR18.3K shares-0.47%2025-12-312026-01-20 BND VANGUARD BD INDEX FDS6.5K shares102.92%2025-12-312026-01-20 ROK ROCKWELL AUTOMATION INC1.2K shares11.18%2025-12-312026-01-20 ADBE ADOBE INC1.3K shares0.69%2025-12-312026-01-20 MCD MCDONALDS CORP1.5K shares-27.96%2025-12-312026-01-20 COF CAPITAL ONE FINL CORP1.9K shares-3.76%2025-12-312026-01-20 HON HONEYWELL INTL INC2.3K shares-2.50%2025-12-312026-01-20 WFC WELLS FARGO CO NEW4.8K shares1.50%2025-12-312026-01-20 GILD GILEAD SCIENCES INC3.6K shares0.14%2025-12-312026-01-20 IWV ISHARES TR1.1K shares0.36%2025-12-312026-01-20 DHR DANAHER CORPORATION1.9K shares2.58%2025-12-312026-01-20 QCOM QUALCOMM INC2.5K shares-6.73%2025-12-312026-01-20 PODD INSULET CORP1.5K shares2.41%2025-12-312026-01-20 T AT&T INC16.7K shares-3.26%2025-12-312026-01-20 OKE ONEOK INC NEW5.5K shares1.93%2025-12-312026-01-20 DXCM DEXCOM INC6.1K shares0.81%2025-12-312026-01-20 MTD METTLER TOLEDO INTERNATIONAL285 shares0.35%2025-12-312026-01-20 CAT CATERPILLAR INC681 shares2.41%2025-12-312026-01-20 NEE NEXTERA ENERGY INC4.8K shares2.13%2025-12-312026-01-20 CRWD CROWDSTRIKE HLDGS INC825 shares0.12%2025-12-312026-01-20 PM PHILIP MORRIS INTL INC2.4K shares-5.89%2025-12-312026-01-20 ED CONSOLIDATED EDISON INC3.9K shares0.47%2025-12-312026-01-20 TJX TJX COS INC NEW2.5K shares0.53%2025-12-312026-01-20 PEP PEPSICO INC2.6K shares4.61%2025-12-312026-01-20 IYW ISHARES TR1.8K shares0.00%2025-12-312026-01-20 VV VANGUARD INDEX FDS1.1K shares0.09%2025-12-312026-01-20 TMO THERMO FISHER SCIENTIFIC INC610 shares13.59%2025-12-312026-01-20 AVDE AMERICAN CENTY ETF TR4.3K sharesnew addition2025-12-312026-01-20 IUSG ISHARES TR2.1K shares-14.64%2025-12-312026-01-20 VZ VERIZON COMMUNICATIONS INC8.3K shares-4.55%2025-12-312026-01-20 GEV GE VERNOVA INC515 shares-9.17%2025-12-312026-01-20 LINDE PLC LINDE PLC789 shares-4.13%2025-12-312026-01-20 MS MORGAN STANLEY1.9K shares4.30%2025-12-312026-01-20 PFE PFIZER INC13.4K shares-10.44%2025-12-312026-01-20 RJF RAYMOND JAMES FINL INC2.1K shares-0.38%2025-12-312026-01-20 AMAT APPLIED MATLS INC1.3K shares2.30%2025-12-312026-01-20 XSOE WISDOMTREE TR8.3K shares-39.48%2025-12-312026-01-20 IWR ISHARES TR3.4K shares-53.44%2025-12-312026-01-20 PEG PUBLIC SVC ENTERPRISE GRP IN3.9K shares0.70%2025-12-312026-01-20 AVLV AMERICAN CENTY ETF TR4.1K sharesnew addition2025-12-312026-01-20 EMR EMERSON ELEC CO2.3K shares-0.39%2025-12-312026-01-20 PH PARKER-HANNIFIN CORP347 shares-0.57%2025-12-312026-01-20 BK BANK NEW YORK MELLON CORP2.4K shares0.41%2025-12-312026-01-20 LOW LOWES COS INC1.2K shares-1.03%2025-12-312026-01-20 DIA SPDR DOW JONES INDL AVERAGE570 shares0.35%2025-12-312026-01-20 BA BOEING CO1.3K shares0.88%2025-12-312026-01-20 BNDX VANGUARD CHARLOTTE FDS5.6K shares0.36%2025-12-312026-01-20 CB CHUBB LIMITED853 shares6.09%2025-12-312026-01-20 HUM HUMANA INC1.0K shares21.57%2025-12-312026-01-20 WELL WELLTOWER INC1.4K shares0.28%2025-12-312026-01-20 KLAC KLA CORP218 shares-0.46%2025-12-312026-01-20 CVS CVS HEALTH CORP3.2K shares-5.47%2025-12-312026-01-20 CMCSA COMCAST CORP NEW8.5K shares17.49%2025-12-312026-01-20 MCK MCKESSON CORP306 shares-2.55%2025-12-312026-01-20 IWB ISHARES TR668 shares-26.91%2025-12-312026-01-20 SPGI S&P GLOBAL INC475 shares-4.81%2025-12-312026-01-20 PGR PROGRESSIVE CORP1.1K shares-3.13%2025-12-312026-01-20 AMP AMERIPRISE FINL INC497 shares-2.55%2025-12-312026-01-20 MELI MERCADOLIBRE INC120 shares0.00%2025-12-312026-01-20 GLD SPDR GOLD TR609 shares-14.10%2025-12-312026-01-20 TPR TAPESTRY INC1.9K shares3.46%2025-12-312026-01-20 XBIL RBB FD INC4.7K shares-39.21%2025-12-312026-01-20 TRV TRAVELERS COMPANIES INC802 shares-0.74%2025-12-312026-01-20 BOXX EA SERIES TRUST2.0K sharesnew addition2025-12-312026-01-20 GM GENERAL MTRS CO2.8K shares-22.55%2025-12-312026-01-20 BKNG BOOKING HOLDINGS INC42 shares7.69%2025-12-312026-01-20 WM WASTE MGMT INC DEL987 shares1.44%2025-12-312026-01-20 VEEV VEEVA SYS INC940 shares1.18%2025-12-312026-01-20 IJJ ISHARES TR1.6K shares-1.67%2025-12-312026-01-20 ESGD ISHARES TR2.2K shares-1.57%2025-12-312026-01-20 IJK ISHARES TR2.1K shares-1.29%2025-12-312026-01-20 XLK SELECT SECTOR SPDR TR1.4K shares100.00%2025-12-312026-01-20 HIG HARTFORD INSURANCE GROUP INC1.5K sharesnew addition2025-12-312026-01-20 VXF VANGUARD INDEX FDS966 sharesnew addition2025-12-312026-01-20 UNP UNION PAC CORP871 shares-1.69%2025-12-312026-01-20 SO SOUTHERN CO2.3K shares-9.22%2025-12-312026-01-20 MMM 3M CO1.3K sharesnew addition2025-12-312026-01-20 SCHW SCHWAB CHARLES CORP2.0K shares-25.43%2025-12-312026-01-20 BLND BLEND LABS INC31.4K shares0.00%2025-12-312026-01-20 RIG TRANSOCEAN LTD12.5K shares3.46%2025-12-312026-01-20 WTI W & T OFFSHORE INC11.6K shares2.71%2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available