$608 Million is the total value of Revolve Wealth Partners, LLC's 179 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 10.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $100,167,246 | +5.8% | 374,443 | +2.8% | 16.46% | +2.1% |
| IEFA | Buy | ISHARES TRcore msci eafe | $37,881,945 | +1.5% | 521,503 | +3.7% | 6.23% | -2.0% |
| IVAL | Buy | EA SERIES TRUSTintl quan value | $29,491,479 | -3.3% | 1,182,971 | +4.6% | 4.85% | -6.7% |
| HYMB | Buy | SPDR SER TRnuveen bloomberg | $25,082,771 | +5.2% | 985,958 | +6.3% | 4.12% | +1.6% |
| Buy | RBB FD INCus treas 3 mnth | $24,948,524 | +11.5% | 498,771 | +11.6% | 4.10% | +7.7% | |
| QMOM | Buy | EA SERIES TRUSTus quan momentum | $21,642,549 | +1.0% | 371,482 | +2.5% | 3.56% | -2.5% |
| ITAN | Buy | EA SERIES TRUSTsparkline intang | $19,569,325 | +2.0% | 688,092 | +4.0% | 3.22% | -1.5% |
| SYLD | Buy | CAMBRIA ETF TR | $19,335,036 | -2.2% | 283,173 | +4.9% | 3.18% | -5.6% |
| TFI | Buy | SPDR SER TRnuveen blmbrg mu | $16,975,491 | +3.7% | 371,049 | +5.4% | 2.79% | +0.1% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $15,879,245 | +9.5% | 413,307 | +11.3% | 2.61% | +5.8% |
| DLN | Sell | WISDOMTREE TRus largecap divd | $15,835,372 | +0.5% | 217,668 | -0.3% | 2.60% | -3.0% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $14,288,420 | +10.3% | 313,480 | +11.3% | 2.35% | +6.5% |
| IQDG | Buy | WISDOMTREE TRintl qulty div | $12,924,421 | +6.5% | 348,461 | +9.3% | 2.12% | +2.8% |
| AAPL | Sell | APPLE INC | $12,436,240 | +18.7% | 59,046 | -3.3% | 2.04% | +14.6% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $11,997,763 | +8.7% | 118,978 | -0.0% | 1.97% | +4.9% |
| MUB | Sell | ISHARES TRnational mun etf | $11,960,739 | -3.3% | 112,255 | -2.4% | 1.97% | -6.7% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $10,910,873 | -0.1% | 169,819 | -3.5% | 1.79% | -3.6% |
| MSFT | Sell | MICROSOFT CORP | $10,520,885 | +6.0% | 23,539 | -0.2% | 1.73% | +2.3% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $10,122,653 | +2.5% | 18,498 | -1.6% | 1.66% | -1.1% |
| NVDA | Buy | NVIDIA CORPORATION | $9,538,815 | +36.2% | 77,212 | +896.3% | 1.57% | +31.4% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $9,233,727 | +2.2% | 102,917 | +6.7% | 1.52% | -1.4% |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $9,142,363 | +2.8% | 177,006 | +4.0% | 1.50% | -0.8% |
| AMZN | Buy | AMAZON COM INC | $8,061,547 | +7.4% | 41,716 | +0.2% | 1.32% | +3.7% |
| AMGN | Sell | AMGEN INC | $5,295,403 | +7.3% | 16,948 | -2.4% | 0.87% | +3.4% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $5,029,312 | +7.7% | 13,447 | -0.9% | 0.83% | +4.0% |
| PHB | Buy | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $4,865,399 | +10.3% | 270,751 | +11.3% | 0.80% | +6.5% |
| EFG | Sell | ISHARES TReafe grwth etf | $4,652,886 | -3.5% | 45,483 | -2.1% | 0.76% | -6.8% |
| FB | Buy | META PLATFORMS INCcl a | $4,323,220 | +4.4% | 8,574 | +0.5% | 0.71% | +0.9% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $3,737,397 | +2.0% | 61,980 | +2.0% | 0.61% | -1.6% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $3,312,544 | +2.2% | 6,087 | -1.8% | 0.54% | -1.3% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $3,134,405 | -0.1% | 63,424 | +1.4% | 0.52% | -3.6% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $3,100,249 | -5.4% | 39,834 | -1.0% | 0.51% | -8.6% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $2,795,427 | -3.5% | 11,547 | -0.4% | 0.46% | -6.7% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $2,673,336 | +20.9% | 5,580 | +12.1% | 0.44% | +16.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,658,405 | +21.4% | 14,595 | +0.6% | 0.44% | +17.2% |
| IXUS | Sell | ISHARES TRcore msci total | $2,518,561 | -1.2% | 37,279 | -0.7% | 0.41% | -4.6% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $2,484,865 | +3.8% | 6,817 | -4.0% | 0.41% | 0.0% |
| CL | Sell | COLGATE PALMOLIVE CO | $2,444,244 | -0.1% | 25,188 | -7.3% | 0.40% | -3.6% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $2,412,052 | -2.9% | 50,834 | +0.8% | 0.40% | -6.4% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $2,295,646 | -7.5% | 21,523 | -4.2% | 0.38% | -10.9% |
| V | Sell | VISA INC | $2,245,117 | -9.8% | 8,554 | -4.1% | 0.37% | -13.0% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $2,199,303 | -5.1% | 10,840 | -1.6% | 0.36% | -8.4% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $2,157,978 | -3.8% | 4,033 | 0.0% | 0.36% | -7.1% | |
| JPM | Sell | JPMORGAN CHASE & CO. | $2,137,632 | -6.0% | 10,569 | -6.9% | 0.35% | -9.3% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $2,095,225 | -4.0% | 26,945 | -0.5% | 0.34% | -7.5% |
| VOO | Sell | VANGUARD INDEX FDS | $2,079,406 | +1.7% | 4,158 | -2.2% | 0.34% | -1.7% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $2,082,581 | -8.3% | 9,551 | -3.8% | 0.34% | -11.6% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $2,037,876 | -6.3% | 34,824 | -2.7% | 0.34% | -9.5% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,016,368 | -18.6% | 4,957 | -15.9% | 0.33% | -21.6% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $2,012,932 | -0.3% | 3,953 | -3.1% | 0.33% | -3.8% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $1,893,616 | -14.4% | 4,292 | -6.5% | 0.31% | -17.5% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,792,380 | +14.8% | 9,772 | -4.7% | 0.30% | +10.9% |
| NULG | Buy | NUSHARES ETF TRnuveen esg lrgcp | $1,797,444 | +20.3% | 22,147 | +13.0% | 0.30% | +15.7% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $1,655,725 | +14.9% | 15,943 | +11.6% | 0.27% | +11.0% |
| Buy | DIMENSIONAL ETF TRUSTinternational | $1,569,024 | +22.9% | 47,633 | +25.7% | 0.26% | +18.9% | |
| EFV | Buy | ISHARES TReafe value etf | $1,470,038 | -0.1% | 27,716 | +2.5% | 0.24% | -3.6% |
| UNH | UNITEDHEALTH GROUP INCput | $1,273,150 | +2.9% | 2,500 | 0.0% | 0.21% | -0.9% | |
| LLY | Buy | ELI LILLY & CO | $1,268,437 | +17.1% | 1,401 | +0.6% | 0.21% | +13.6% |
| SHOP | Buy | SHOPIFY INCcl a | $1,238,768 | -14.1% | 18,755 | +0.3% | 0.20% | -17.1% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $1,214,592 | -3.9% | 23,676 | -0.1% | 0.20% | -7.0% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $1,176,100 | -10.5% | 7,250 | -0.4% | 0.19% | -13.8% |
| AVGO | Buy | BROADCOM INC | $1,175,381 | +22.3% | 732 | +1.0% | 0.19% | +17.7% |
| NULV | Buy | NUSHARES ETF TRnuveen esg lrgvl | $1,147,530 | +18.1% | 30,366 | +21.4% | 0.19% | +14.5% |
| UBER | Sell | UBER TECHNOLOGIES INC | $1,120,362 | -5.7% | 15,415 | -0.1% | 0.18% | -8.9% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,084,307 | +3.0% | 6,575 | +1.4% | 0.18% | -0.6% |
| NYF | Buy | ISHARES TRnew york mun etf | $1,058,083 | +4.2% | 19,818 | +5.0% | 0.17% | +0.6% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $1,045,525 | -7.5% | 6,950 | -4.1% | 0.17% | -10.9% |
| XOM | Buy | EXXON MOBIL CORP | $984,597 | +21.3% | 8,553 | +22.4% | 0.16% | +17.4% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $963,665 | -5.6% | 19,231 | -4.7% | 0.16% | -9.2% |
| NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $924,986 | +12.8% | 23,513 | +19.3% | 0.15% | +8.6% |
| DMXF | Buy | ISHARES TResg eafe etf | $894,793 | +23.7% | 13,270 | +25.0% | 0.15% | +19.5% |
| Buy | AMERICAN CENTY ETF TRavantis responsi | $885,289 | +19.3% | 15,941 | +22.3% | 0.15% | +15.9% | |
| HD | Sell | HOME DEPOT INC | $880,357 | -10.9% | 2,557 | -0.8% | 0.14% | -13.7% |
| MU | Buy | MICRON TECHNOLOGY INC | $869,019 | +12.0% | 6,607 | +0.4% | 0.14% | +8.3% |
| TSLA | Sell | TESLA INC | $868,352 | +7.6% | 4,388 | -4.4% | 0.14% | +4.4% |
| NUMG | Buy | NUSHARES ETF TRnuveen esg midcp | $853,827 | +10.1% | 20,422 | +17.2% | 0.14% | +6.1% |
| COST | Sell | COSTCO WHSL CORP NEW | $843,190 | +15.6% | 992 | -0.4% | 0.14% | +12.1% |
| JNJ | Sell | JOHNSON & JOHNSON | $818,565 | -23.3% | 5,600 | -17.0% | 0.14% | -25.8% |
| SUB | ISHARES TRshrt nat mun etf | $823,540 | -0.2% | 7,877 | 0.0% | 0.14% | -3.6% | |
| Buy | RBB FD INCus trsry 6 mnth | $814,994 | +12.5% | 16,274 | +12.6% | 0.13% | +8.9% | |
| IWP | Sell | ISHARES TRrus md cp gr etf | $793,196 | -5.8% | 7,188 | -2.5% | 0.13% | -9.1% |
| IWS | ISHARES TRrus mdcp val etf | $762,473 | -3.7% | 6,315 | 0.0% | 0.12% | -7.4% | |
| ADBE | Sell | ADOBE INC | $754,979 | +7.3% | 1,359 | -2.5% | 0.12% | +3.3% |
| NUMV | Buy | NUSHARES ETF TRnuveen esg midvl | $744,108 | +10.6% | 22,528 | +14.5% | 0.12% | +6.1% |
| NOW | Sell | SERVICENOW INC | $726,883 | +0.3% | 924 | -2.8% | 0.12% | -3.3% |
| ORCL | Buy | ORACLE CORP | $714,343 | +13.4% | 5,059 | +0.9% | 0.12% | +9.3% |
| BX | Buy | BLACKSTONE INC | $648,217 | -5.7% | 5,236 | +0.1% | 0.11% | -8.5% |
| BSCO | Sell | INVESCO EXCH TRD SLF IDX FD | $645,741 | -0.6% | 30,662 | -1.0% | 0.11% | -4.5% |
| DIMENSIONAL ETF TRUSTus small cap val | $643,521 | -4.4% | 22,360 | 0.0% | 0.11% | -7.8% | ||
| NFLX | Sell | NETFLIX INC | $621,340 | +8.6% | 921 | -2.2% | 0.10% | +5.2% |
| MRK | Buy | MERCK & CO INC | $594,759 | -4.8% | 4,804 | +1.5% | 0.10% | -7.5% |
| New | EA SERIES TRUSTalpha arch 1-3 | $581,123 | – | 5,390 | +100.0% | 0.10% | – | |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $585,591 | -2.0% | 3,208 | -2.0% | 0.10% | -5.9% |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $583,255 | – | 4,262 | +100.0% | 0.10% | – |
| WMT | Buy | WALMART INC | $575,895 | +15.2% | 8,505 | +2.3% | 0.10% | +11.8% |
| EEM | ISHARES TRmsci emg mkt etf | $575,348 | +3.7% | 13,509 | 0.0% | 0.10% | 0.0% | |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $560,815 | -10.6% | 2,443 | -8.2% | 0.09% | -14.0% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $544,297 | -4.6% | 7,347 | -2.1% | 0.09% | -8.2% |
| AGG | Buy | ISHARES TRcore us aggbd et | $541,171 | +4.0% | 5,575 | +5.0% | 0.09% | 0.0% |
| ABBV | Buy | ABBVIE INC | $537,587 | -4.2% | 3,134 | +1.7% | 0.09% | -8.3% |
| BAC | Buy | BANK AMERICA CORP | $527,545 | +7.9% | 13,265 | +2.9% | 0.09% | +4.8% |
| ABNB | Buy | AIRBNB INC | $515,239 | -0.0% | 3,398 | +8.8% | 0.08% | -3.4% |
| KO | Buy | COCA COLA CO | $520,071 | +10.3% | 8,171 | +6.0% | 0.08% | +6.2% |
| CVX | Buy | CHEVRON CORP NEW | $510,381 | +1.0% | 3,263 | +1.8% | 0.08% | -2.3% |
| APD | Sell | AIR PRODS & CHEMS INC | $511,713 | +3.7% | 1,983 | -2.7% | 0.08% | 0.0% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $503,125 | +9.4% | 1,131 | -1.8% | 0.08% | +6.4% |
| V | VISA INCput | $498,693 | -6.0% | 1,900 | 0.0% | 0.08% | -8.9% | |
| DIS | Sell | DISNEY WALT CO | $490,779 | -19.1% | 4,943 | -0.2% | 0.08% | -21.4% |
| MCD | Sell | MCDONALDS CORP | $473,752 | -11.5% | 1,859 | -2.1% | 0.08% | -14.3% |
| QCOM | Buy | QUALCOMM INC | $468,486 | +20.0% | 2,352 | +2.0% | 0.08% | +16.7% |
| CRM | Sell | SALESFORCE INC | $465,351 | -18.6% | 1,810 | -4.6% | 0.08% | -21.6% |
| IWY | ISHARES TRrus tp200 gr etf | $456,070 | +10.0% | 2,126 | 0.0% | 0.08% | +5.6% | |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $455,202 | +3.0% | 7,240 | -0.0% | 0.08% | 0.0% |
| BSCP | INVESCO EXCH TRD SLF IDX FD | $439,093 | +0.1% | 21,472 | 0.0% | 0.07% | -4.0% | |
| PFE | Sell | PFIZER INC | $425,800 | -14.5% | 15,218 | -15.2% | 0.07% | -17.6% |
| CSX | Sell | CSX CORP | $427,492 | -10.3% | 12,780 | -0.6% | 0.07% | -13.6% |
| New | GRAYSCALE BITCOIN TR BTC | $406,860 | – | 7,642 | +100.0% | 0.07% | – | |
| WM | Sell | WASTE MGMT INC DEL | $396,185 | -0.1% | 1,857 | -0.2% | 0.06% | -4.4% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $373,944 | +11.9% | 798 | -0.2% | 0.06% | +7.0% |
| GBCI | New | GLACIER BANCORP INC NEW | $370,028 | – | 9,915 | +100.0% | 0.06% | – |
| SDY | SPDR SER TRs&p divid etf | $363,226 | -3.1% | 2,856 | 0.0% | 0.06% | -6.2% | |
| FNDE | Sell | SCHWAB STRATEGIC TRfundamental emer | $362,913 | +4.9% | 12,273 | -1.5% | 0.06% | +1.7% |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $360,888 | +0.5% | 11,782 | -3.3% | 0.06% | -3.3% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $360,932 | -12.4% | 9,217 | -3.1% | 0.06% | -15.7% |
| PEP | Buy | PEPSICO INC | $345,609 | -2.6% | 2,095 | +3.4% | 0.06% | -5.0% |
| IWV | ISHARES TRrussell 3000 etf | $341,389 | +2.9% | 1,106 | 0.0% | 0.06% | -1.8% | |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $322,522 | +7.7% | 5,148 | +4898.1% | 0.05% | +3.9% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $324,320 | +8.6% | 717 | +0.3% | 0.05% | +3.9% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $323,089 | -7.7% | 2,534 | -15.1% | 0.05% | -11.7% |
| DUK | Sell | DUKE ENERGY CORP NEW | $315,740 | +0.0% | 3,150 | -3.5% | 0.05% | -3.7% |
| HON | Buy | HONEYWELL INTL INC | $307,726 | +4.5% | 1,441 | +0.4% | 0.05% | +2.0% |
| NEE | Sell | NEXTERA ENERGY INC | $309,440 | +9.3% | 4,370 | -1.4% | 0.05% | +6.2% |
| IYW | ISHARES TRu.s. tech etf | $296,786 | +11.4% | 1,972 | 0.0% | 0.05% | +8.9% | |
| Sell | LINDE PLC | $301,024 | -6.4% | 686 | -1.0% | 0.05% | -10.9% | |
| AXP | Sell | AMERICAN EXPRESS CO | $296,847 | -0.0% | 1,282 | -1.7% | 0.05% | -3.9% |
| ED | Buy | CONSOLIDATED EDISON INC | $294,740 | -1.4% | 3,296 | +0.2% | 0.05% | -5.9% |
| Buy | GE AEROSPACE | $284,715 | -3.5% | 1,791 | +6.6% | 0.05% | -6.0% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $284,106 | -9.8% | 1,643 | -0.4% | 0.05% | -13.0% |
| IWB | Sell | ISHARES TRrus 1000 etf | $287,721 | +2.2% | 967 | -1.0% | 0.05% | -2.1% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $280,710 | -1.7% | 6,807 | -0.0% | 0.05% | -6.1% |
| RBB FD INCus treasy 2 yr | $273,334 | -0.3% | 5,701 | 0.0% | 0.04% | -4.3% | ||
| RBB FD INCus treas 3 yr nt | $272,883 | -0.4% | 5,593 | 0.0% | 0.04% | -4.3% | ||
| INTC | Sell | INTEL CORP | $265,537 | -32.8% | 8,574 | -4.2% | 0.04% | -34.3% |
| CSCO | Sell | CISCO SYS INC | $269,348 | -8.3% | 5,669 | -3.6% | 0.04% | -12.0% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $259,020 | -6.6% | 5,322 | -5.6% | 0.04% | -8.5% |
| RJF | Sell | RAYMOND JAMES FINL INC | $259,334 | -4.2% | 2,098 | -0.4% | 0.04% | -6.5% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $255,227 | -6.2% | 2,152 | -4.3% | 0.04% | -8.7% |
| GD | Buy | GENERAL DYNAMICS CORP | $255,323 | +2.9% | 880 | +0.2% | 0.04% | 0.0% |
| ETN | Buy | EATON CORP PLC | $256,170 | +0.5% | 817 | +0.2% | 0.04% | -2.3% |
| ESGD | Sell | ISHARES TResg aw msci eafe | $246,936 | -22.9% | 3,134 | -21.8% | 0.04% | -25.5% |
| ADI | Buy | ANALOG DEVICES INC | $249,260 | +18.1% | 1,092 | +2.3% | 0.04% | +13.9% |
| RTX | Sell | RTX CORPORATION | $247,071 | +1.1% | 2,461 | -1.8% | 0.04% | -2.4% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $244,713 | -2.7% | 443 | +2.3% | 0.04% | -7.0% |
| DXCM | Sell | DEXCOM INC | $243,200 | -20.8% | 2,145 | -3.2% | 0.04% | -23.1% |
| WFC | Buy | WELLS FARGO CO NEW | $242,846 | +6.2% | 4,089 | +3.6% | 0.04% | +2.6% |
| AMAT | Sell | APPLIED MATLS INC | $234,574 | +12.7% | 994 | -1.5% | 0.04% | +11.4% |
| APH | Buy | AMPHENOL CORP NEWcl a | $239,029 | +15.1% | 3,548 | +97.0% | 0.04% | +11.4% |
| EMR | Buy | EMERSON ELEC CO | $225,277 | -2.8% | 2,045 | +0.1% | 0.04% | -5.1% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $225,268 | -8.7% | 2,471 | -5.4% | 0.04% | -11.9% |
| GILD | Sell | GILEAD SCIENCES INC | $227,075 | -11.5% | 3,310 | -5.6% | 0.04% | -15.9% |
| CAT | Buy | CATERPILLAR INC | $226,617 | -8.8% | 680 | +0.3% | 0.04% | -11.9% |
| Sell | KENVUE INC | $223,250 | -23.9% | 12,280 | -10.1% | 0.04% | -26.0% | |
| INTU | Sell | INTUIT | $226,080 | -9.2% | 344 | -10.2% | 0.04% | -11.9% |
| TSCO | Sell | TRACTOR SUPPLY CO | $218,970 | +0.2% | 811 | -2.9% | 0.04% | -2.7% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $220,718 | -5.7% | 564 | -4.2% | 0.04% | -10.0% |
| T | Sell | AT&T INC | $218,261 | +6.6% | 11,421 | -1.8% | 0.04% | +2.9% |
| ZBRA | Buy | ZEBRA TECHNOLOGIES CORPORATIcl a | $219,031 | +3.4% | 709 | +0.9% | 0.04% | 0.0% |
| ROK | Sell | ROCKWELL AUTOMATION INC | $219,123 | -5.7% | 796 | -0.3% | 0.04% | -10.0% |
| TJX | New | TJX COS INC NEW | $216,677 | – | 1,968 | +100.0% | 0.04% | – |
| UNP | Sell | UNION PAC CORP | $214,053 | -13.1% | 946 | -5.6% | 0.04% | -16.7% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $211,780 | -2.6% | 936 | -10.3% | 0.04% | -5.4% |
| RBB FD INCus treas 5 yr nt | $212,068 | -0.7% | 4,403 | 0.0% | 0.04% | -2.8% | ||
| BA | Sell | BOEING CO | $214,292 | -5.8% | 1,177 | -0.2% | 0.04% | -10.3% |
| ACN | Sell | ACCENTURE PLC IRELAND | $214,511 | -18.9% | 707 | -7.3% | 0.04% | -22.2% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $203,975 | -7.5% | 2,315 | -4.2% | 0.03% | -10.5% |
| ZTS | Sell | ZOETIS INCcl a | $207,859 | -4.3% | 1,199 | -6.6% | 0.03% | -8.1% |
| PM | New | PHILIP MORRIS INTL INC | $205,382 | – | 2,027 | +100.0% | 0.03% | – |
| PYPL | Sell | PAYPAL HLDGS INC | $166,372 | -16.2% | 2,867 | -3.2% | 0.03% | -20.6% |
| PYPL | PAYPAL HLDGS INCput | $40,621 | -13.4% | 700 | 0.0% | 0.01% | -12.5% | |
| DIS | Exit | DISNEY WALT COcall | $0 | – | -200 | -100.0% | -0.00% | – |
| NOW | Exit | SERVICENOW INCcall | $0 | – | -100 | -100.0% | -0.01% | – |
| AMP | Exit | AMERIPRISE FINL INC | $0 | – | -465 | -100.0% | -0.04% | – |
| LEN | Exit | LENNAR CORPcl a | $0 | – | -1,208 | -100.0% | -0.04% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -1,804 | -100.0% | -0.04% | – |
| NOVT | Exit | NOVANTA INC | $0 | – | -1,221 | -100.0% | -0.04% | – |
| PLD | Exit | PROLOGIS INC. | $0 | – | -1,627 | -100.0% | -0.04% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -839 | -100.0% | -0.04% | – |
| EQL | Exit | ALPS ETF TRequal sec etf | $0 | – | -1,830 | -100.0% | -0.04% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -1,956 | -100.0% | -0.04% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -3,033 | -100.0% | -0.04% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -1,482 | -100.0% | -0.04% | – |
| VEEV | Exit | VEEVA SYS INC | $0 | – | -1,056 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 11 | Q2 2024 | 17.7% |
| WISDOMTREE TR | 11 | Q2 2024 | 10.6% |
| EA SERIES TRUST | 11 | Q2 2024 | 5.5% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 8.3% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 7.3% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 4.7% |
| SPDR SER TR | 11 | Q2 2024 | 4.1% |
| ISHARES TR | 11 | Q2 2024 | 6.4% |
| SPDR SER TR | 11 | Q2 2024 | 3.8% |
| APPLE INC | 11 | Q2 2024 | 3.2% |
View Revolve Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-18 |
| 13F-HR | 2024-07-19 |
| 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 |
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.