$434 Million is the total value of Revolve Wealth Partners, LLC's 148 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 16.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $76,126,789 | +0.8% | 358,396 | +4.5% | 17.53% | -0.8% |
| IVAL | Buy | EA SERIES TRUSTintl quan value | $23,900,052 | +4.4% | 1,013,173 | +5.3% | 5.50% | +2.6% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $17,689,332 | -8.8% | 520,887 | -4.2% | 4.07% | -10.2% |
| HYMB | Buy | SPDR SER TRnuveen bloomberg | $17,251,892 | +20.0% | 724,261 | +26.0% | 3.97% | +18.1% |
| SYLD | Buy | CAMBRIA ETF TR | $15,265,136 | +10.6% | 246,769 | +9.3% | 3.51% | +8.8% |
| ITAN | Buy | EA SERIES TRUSTsparkline intang | $14,427,578 | +4.8% | 617,741 | +8.7% | 3.32% | +3.1% |
| QMOM | Buy | EA SERIES TRUSTus quan momentum | $14,227,509 | +2.7% | 329,960 | +10.6% | 3.28% | +1.0% |
| DLN | Sell | WISDOMTREE TRus largecap divd | $13,864,060 | -8.0% | 225,469 | -4.9% | 3.19% | -9.5% |
| IEFA | Buy | ISHARES TRcore msci eafe | $12,161,369 | +37.5% | 188,988 | +44.2% | 2.80% | +35.3% |
| MUB | Buy | ISHARES TRnational mun etf | $11,819,653 | +1.5% | 115,269 | +5.6% | 2.72% | -0.2% |
| TFI | Buy | SPDR SER TRnuveen blmbrg mu | $11,695,861 | -0.5% | 267,640 | +5.1% | 2.69% | -2.1% |
| AAPL | Buy | APPLE INC | $10,832,005 | -8.4% | 63,267 | +3.8% | 2.49% | -9.9% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $10,745,043 | +8.9% | 242,936 | +13.7% | 2.47% | +7.1% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $8,991,591 | -10.3% | 177,699 | -7.2% | 2.07% | -11.8% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $8,590,317 | -3.4% | 20,004 | +0.3% | 1.98% | -4.9% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $8,565,694 | -9.9% | 117,790 | -7.1% | 1.97% | -11.4% |
| HYD | Sell | VANECK ETF TRUSThigh yld munietf | $7,358,141 | -16.6% | 149,952 | -12.7% | 1.69% | -18.0% |
| EFG | Sell | ISHARES TReafe grwth etf | $7,265,478 | -21.1% | 84,189 | -12.8% | 1.67% | -22.4% |
| MSFT | Buy | MICROSOFT CORP | $7,089,316 | -5.8% | 22,452 | +1.6% | 1.63% | -7.4% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $6,588,082 | +19.5% | 84,517 | +19.0% | 1.52% | +17.6% |
| AMZN | Buy | AMAZON COM INC | $5,124,779 | +1.1% | 40,314 | +3.6% | 1.18% | -0.6% |
| AMGN | Buy | AMGEN INC | $4,690,131 | +22.2% | 17,451 | +1.0% | 1.08% | +20.3% |
| IQDG | Buy | WISDOMTREE TRintl qulty div | $4,590,015 | +72.4% | 143,348 | +85.2% | 1.06% | +69.7% |
| TSLA | Buy | TESLA INC | $4,175,797 | -1.4% | 16,689 | +3.1% | 0.96% | -3.1% |
| PHB | Buy | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $3,745,532 | +9.5% | 219,293 | +12.0% | 0.86% | +7.6% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $3,663,386 | -5.3% | 13,453 | -1.6% | 0.84% | -6.9% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $3,097,428 | -4.6% | 57,874 | -0.1% | 0.71% | -6.2% |
| NVDA | Buy | NVIDIA CORPORATION | $3,084,486 | +3.7% | 7,091 | +0.8% | 0.71% | +2.0% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $2,958,378 | -3.9% | 14,207 | +1.6% | 0.68% | -5.5% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $2,940,128 | -28.4% | 43,442 | -24.8% | 0.68% | -29.6% |
| FB | Sell | META PLATFORMS INCcl a | $2,613,528 | +0.5% | 8,706 | -3.9% | 0.60% | -1.0% |
| EQIX | Buy | EQUINIX INC | $2,444,591 | -7.3% | 3,366 | +0.0% | 0.56% | -8.8% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $2,387,457 | -4.3% | 54,608 | +1.1% | 0.55% | -5.8% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $2,362,463 | +4.3% | 4,686 | -0.6% | 0.54% | +2.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,307,930 | +4.5% | 5,399 | +8.3% | 0.53% | +2.7% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $2,227,642 | -25.4% | 53,782 | -21.2% | 0.51% | -26.6% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $2,206,047 | -7.6% | 23,386 | -2.4% | 0.51% | -9.1% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $2,035,493 | -5.1% | 11,517 | +0.5% | 0.47% | -6.6% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,999,516 | -7.7% | 10,576 | -2.8% | 0.46% | -9.3% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,990,403 | -3.5% | 7,483 | -0.1% | 0.46% | -5.2% |
| CL | Sell | COLGATE PALMOLIVE CO | $1,980,556 | -8.6% | 27,852 | -1.0% | 0.46% | -10.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,978,024 | +21.9% | 5,647 | +18.7% | 0.46% | +19.7% |
| IXUS | Buy | ISHARES TRcore msci total | $1,936,401 | -2.5% | 32,279 | +1.7% | 0.45% | -4.1% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $1,933,883 | -10.3% | 7,756 | -6.0% | 0.44% | -11.9% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,924,606 | +16.0% | 5,372 | +19.6% | 0.44% | +14.2% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $1,914,926 | -4.6% | 27,062 | -2.1% | 0.44% | -6.2% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,895,070 | +1.1% | 4,787 | +0.5% | 0.44% | -0.7% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,823,364 | -4.4% | 3,993 | +0.3% | 0.42% | -5.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,785,532 | +12.9% | 13,645 | +3.3% | 0.41% | +11.1% |
| V | Buy | VISA INC | $1,774,272 | -2.5% | 7,714 | +0.7% | 0.41% | -4.2% |
| VOO | Sell | VANGUARD INDEX FDS | $1,661,601 | -10.3% | 4,231 | -7.0% | 0.38% | -11.8% |
| V | Buy | VISA INCput | $1,610,070 | +868.5% | 7,000 | +900.0% | 0.37% | +851.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,602,620 | +17.9% | 11,051 | +18.3% | 0.37% | +16.0% |
| MSFT | New | MICROSOFT CORPcall | $1,578,750 | – | 5,000 | +100.0% | 0.36% | – |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $1,515,727 | +6.8% | 31,512 | +11.5% | 0.35% | +5.1% |
| EFV | Buy | ISHARES TReafe value etf | $1,326,003 | -0.0% | 27,100 | +0.0% | 0.30% | -1.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,250,202 | +18.4% | 9,482 | +8.6% | 0.29% | +16.6% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $1,049,152 | -4.7% | 23,959 | -0.1% | 0.24% | -6.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,036,590 | -18.6% | 6,655 | -13.5% | 0.24% | -19.8% |
| PG | Buy | PROCTER AND GAMBLE CO | $984,081 | -1.8% | 6,747 | +2.2% | 0.23% | -3.0% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $962,718 | -5.5% | 7,351 | -0.2% | 0.22% | -7.1% |
| BSCN | INVESCO EXCH TRD SLF IDX FD | $874,934 | +0.3% | 41,212 | 0.0% | 0.20% | -1.5% | |
| XOM | Buy | EXXON MOBIL CORP | $830,795 | +19.6% | 7,066 | +9.1% | 0.19% | +17.2% |
| NYF | Buy | ISHARES TRnew york mun etf | $815,970 | +1.2% | 15,990 | +5.6% | 0.19% | -0.5% |
| SUB | ISHARES TRshrt nat mun etf | $810,228 | -1.1% | 7,877 | 0.0% | 0.19% | -2.6% | |
| NULG | Buy | NUSHARES ETF TRnuveen esg lrgcp | $780,044 | -1.9% | 13,007 | +1.7% | 0.18% | -3.2% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $759,384 | -0.1% | 9,328 | +3.3% | 0.18% | -1.7% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $744,569 | -8.0% | 7,241 | +1.9% | 0.17% | -10.0% |
| HD | Buy | HOME DEPOT INC | $737,661 | +22.2% | 2,441 | +25.6% | 0.17% | +20.6% |
| UBER | Buy | UBER TECHNOLOGIES INC | $693,207 | +7.6% | 15,073 | +1.0% | 0.16% | +6.0% |
| LLY | Buy | ELI LILLY & CO | $672,487 | +23.7% | 1,252 | +8.0% | 0.16% | +22.0% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $657,553 | -5.3% | 7,198 | +0.1% | 0.15% | -7.4% |
| PFE | Sell | PFIZER INC | $643,166 | -14.0% | 19,390 | -4.9% | 0.15% | -15.4% |
| BSCO | INVESCO EXCH TRD SLF IDX FD | $641,617 | +0.5% | 31,041 | 0.0% | 0.15% | -0.7% | |
| ADBE | Buy | ADOBE INC | $644,012 | +8.2% | 1,263 | +3.8% | 0.15% | +6.5% |
| IWS | ISHARES TRrus mdcp val etf | $640,230 | -5.0% | 6,136 | 0.0% | 0.15% | -7.0% | |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $636,100 | +15.3% | 4,094 | +20.5% | 0.15% | +13.2% |
| CVX | Buy | CHEVRON CORP NEW | $628,934 | +16.5% | 3,730 | +8.7% | 0.14% | +15.1% |
| APD | New | AIR PRODS & CHEMS INC | $602,225 | – | 2,125 | +100.0% | 0.14% | – |
| DIMENSIONAL ETF TRUSTus small cap val | $561,788 | -1.4% | 22,170 | 0.0% | 0.13% | -3.0% | ||
| NOW | Sell | SERVICENOW INC | $560,637 | -0.9% | 1,003 | -0.4% | 0.13% | -2.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $537,409 | +7.9% | 5,715 | +12.4% | 0.12% | +6.0% |
| BX | Buy | BLACKSTONE INC | $519,895 | +16.8% | 4,852 | +1.4% | 0.12% | +15.4% |
| EEM | ISHARES TRmsci emg mkt etf | $512,667 | -4.1% | 13,509 | 0.0% | 0.12% | -5.6% | |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $502,770 | -4.2% | 7,800 | -0.3% | 0.12% | -5.7% |
| MRK | Buy | MERCK & CO INC | $505,837 | +18.1% | 4,913 | +32.3% | 0.12% | +16.0% |
| MCD | Sell | MCDONALDS CORP | $498,170 | -14.7% | 1,891 | -3.3% | 0.12% | -16.1% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $484,031 | -5.1% | 2,485 | +0.2% | 0.11% | -6.7% |
| WMT | Buy | WALMART INC | $480,792 | +27.1% | 3,006 | +24.9% | 0.11% | +24.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $467,220 | +10.8% | 827 | +5.6% | 0.11% | +9.1% |
| ABBV | Buy | ABBVIE INC | $454,929 | +20.7% | 3,052 | +9.1% | 0.10% | +19.3% |
| NUMG | Buy | NUSHARES ETF TRnuveen esg midcp | $444,940 | +3.4% | 12,137 | +10.0% | 0.10% | +1.0% |
| MU | Buy | MICRON TECHNOLOGY INC | $437,501 | +9.2% | 6,431 | +1.3% | 0.10% | +7.4% |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $439,205 | -7.9% | 16,468 | -3.5% | 0.10% | -9.8% |
| AVGO | Buy | BROADCOM INC | $440,276 | -3.7% | 530 | +0.6% | 0.10% | -5.6% |
| BSCP | INVESCO EXCH TRD SLF IDX FD | $431,792 | -0.1% | 21,472 | 0.0% | 0.10% | -2.0% | |
| CMCSA | Buy | COMCAST CORP NEWcl a | $415,205 | +23.4% | 9,364 | +15.7% | 0.10% | +21.5% |
| KO | Buy | COCA COLA CO | $410,658 | -5.8% | 7,336 | +1.3% | 0.10% | -6.9% |
| PYPL | Buy | PAYPAL HLDGS INCput | $409,220 | +776.1% | 7,000 | +900.0% | 0.09% | +754.5% |
| New | KENVUE INC | $390,717 | – | 19,458 | +100.0% | 0.09% | – | |
| ESGD | Sell | ISHARES TResg aw msci eafe | $385,801 | -9.5% | 5,581 | -4.6% | 0.09% | -11.0% |
| CRM | Buy | SALESFORCE INC | $368,291 | -2.5% | 1,816 | +1.6% | 0.08% | -3.4% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $365,730 | -5.7% | 7,337 | -2.1% | 0.08% | -7.7% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $359,962 | +2.2% | 3,796 | +5.2% | 0.08% | +1.2% |
| BAC | Buy | BANK AMERICA CORP | $356,430 | +28.0% | 13,018 | +34.1% | 0.08% | +26.2% |
| ORCL | Buy | ORACLE CORP | $354,418 | +45.2% | 3,346 | +63.2% | 0.08% | +43.9% |
| PEP | Sell | PEPSICO INC | $353,366 | -12.7% | 2,085 | -4.6% | 0.08% | -14.7% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $341,102 | -16.4% | 1,167 | -2.2% | 0.08% | -16.8% |
| DIS | Buy | DISNEY WALT CO | $337,077 | +3.2% | 4,159 | +13.7% | 0.08% | +2.6% |
| CSCO | Buy | CISCO SYS INC | $340,854 | +31.9% | 6,340 | +27.0% | 0.08% | +30.0% |
| NFLX | Buy | NETFLIX INC | $338,204 | +3.5% | 896 | +20.8% | 0.08% | +2.6% |
| NUMV | Buy | NUSHARES ETF TRnuveen esg midvl | $338,788 | +11.8% | 11,917 | +16.5% | 0.08% | +9.9% |
| ED | Buy | CONSOLIDATED EDISON INC | $326,474 | +4.1% | 3,817 | +10.0% | 0.08% | +2.7% |
| IWY | ISHARES TRrus tp200 gr etf | $327,043 | -3.0% | 2,126 | 0.0% | 0.08% | -5.1% | |
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $321,798 | -2.1% | 12,273 | 0.0% | 0.07% | -3.9% | |
| SDY | SPDR SER TRs&p divid etf | $315,127 | -6.2% | 2,740 | 0.0% | 0.07% | -7.6% | |
| NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $317,161 | +20.1% | 9,109 | +27.6% | 0.07% | +17.7% |
| DUK | Sell | DUKE ENERGY CORP NEW | $312,719 | -6.2% | 3,543 | -4.6% | 0.07% | -7.7% |
| DNL | Buy | WISDOMTREE TRglb us qtly div | $274,083 | -4.9% | 8,194 | +1.8% | 0.06% | -6.0% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $271,212 | +3.8% | 5,670 | +6.1% | 0.06% | +1.6% |
| BA | New | BOEING CO | $270,530 | – | 1,411 | +100.0% | 0.06% | – |
| IWV | ISHARES TRrussell 3000 etf | $271,036 | -3.7% | 1,106 | 0.0% | 0.06% | -6.1% | |
| EMR | Buy | EMERSON ELEC CO | $265,664 | +9.1% | 2,751 | +2.2% | 0.06% | +7.0% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $263,169 | -1.4% | 757 | -0.3% | 0.06% | -3.2% |
| GILD | Buy | GILEAD SCIENCES INC | $260,540 | +2.9% | 3,477 | +5.8% | 0.06% | +1.7% |
| VZ | New | VERIZON COMMUNICATIONS INC | $255,542 | – | 7,885 | +100.0% | 0.06% | – |
| INTC | New | INTEL CORP | $255,285 | – | 7,181 | +100.0% | 0.06% | – |
| CVS | Sell | CVS HEALTH CORP | $251,476 | -3.4% | 3,602 | -4.3% | 0.06% | -4.9% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $236,421 | +7.8% | 467 | +10.9% | 0.05% | +5.9% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $234,916 | +3.5% | 726 | +3.1% | 0.05% | +1.9% |
| VEEV | Buy | VEEVA SYS INC | $232,950 | +3.0% | 1,145 | +0.1% | 0.05% | +1.9% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $228,437 | +9.9% | 2,527 | -1.3% | 0.05% | +8.2% |
| WM | Buy | WASTE MGMT INC DEL | $232,175 | -12.0% | 1,523 | +0.1% | 0.05% | -14.5% |
| Buy | LINDE PLC | $229,368 | +8.4% | 616 | +11.0% | 0.05% | +6.0% | |
| VHT | New | VANGUARD WORLD FDShealth car etf | $226,636 | – | 964 | +100.0% | 0.05% | – |
| RJF | New | RAYMOND JAMES FINL INC | $215,422 | – | 2,145 | +100.0% | 0.05% | – |
| DXCM | Sell | DEXCOM INC | $212,911 | -32.3% | 2,282 | -6.7% | 0.05% | -33.8% |
| PLD | Buy | PROLOGIS INC. | $211,260 | -4.0% | 1,883 | +4.9% | 0.05% | -5.8% |
| ZTS | Buy | ZOETIS INCcl a | $212,256 | +4.3% | 1,220 | +3.2% | 0.05% | +2.1% |
| ACN | Buy | ACCENTURE PLC IRELAND | $209,142 | +3.2% | 681 | +3.7% | 0.05% | +2.1% |
| IYW | ISHARES TRu.s. tech etf | $206,902 | -3.6% | 1,972 | 0.0% | 0.05% | -4.0% | |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $205,165 | -15.9% | 112 | -1.8% | 0.05% | -17.5% |
| HON | Sell | HONEYWELL INTL INC | $203,412 | -11.6% | 1,101 | -0.7% | 0.05% | -13.0% |
| IJK | New | ISHARES TRs&p mc 400gr etf | $204,367 | – | 2,829 | +100.0% | 0.05% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $204,824 | – | 1,460 | +100.0% | 0.05% | – |
| PYPL | Buy | PAYPAL HLDGS INC | $189,137 | -7.3% | 3,235 | +5.8% | 0.04% | -8.3% |
| F | New | FORD MTR CO DEL | $160,715 | – | 12,940 | +100.0% | 0.04% | – |
| T | New | AT&T INC | $154,151 | – | 10,263 | +100.0% | 0.04% | – |
| Exit | FARADAY FUTRE INTLGT ELCTR I | $0 | – | -13,373 | -100.0% | -0.00% | – | |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -1,919 | -100.0% | -0.05% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -2,765 | -100.0% | -0.05% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -1,366 | -100.0% | -0.05% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -2,886 | -100.0% | -0.05% | – |
| TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -948 | -100.0% | -0.05% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -2,305 | -100.0% | -0.05% | – |
| NOVT | Exit | NOVANTA INC | $0 | – | -1,222 | -100.0% | -0.05% | – |
| HE | Exit | HAWAIIAN ELEC INDUSTRIES | $0 | – | -6,629 | -100.0% | -0.06% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -3,785 | -100.0% | -0.06% | – |
| BILS | Exit | SPDR SER TRbloomberg 3-12 m | $0 | – | -2,631 | -100.0% | -0.06% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -5,993 | -100.0% | -0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WISDOMTREE TR | 8 | Q3 2023 | 10.6% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 17.7% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 8.3% |
| EA SERIES TRUST | 8 | Q3 2023 | 5.5% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 7.3% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 4.7% |
| SPDR SER TR | 8 | Q3 2023 | 4.0% |
| SPDR SER TR | 8 | Q3 2023 | 3.8% |
| ISHARES TR | 8 | Q3 2023 | 3.6% |
| APPLE INC | 8 | Q3 2023 | 3.2% |
View Revolve Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-02-04 |
View Revolve Wealth Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.