$347 Million is the total value of Revolve Wealth Partners, LLC's 149 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XSOE | New | WISDOMTREE TRem ex st-owned | $551,000 | – | 16,863 | +100.0% | 0.16% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $259,000 | – | 3,394 | +100.0% | 0.08% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $241,000 | – | 3,085 | +100.0% | 0.07% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $236,000 | – | 14,178 | +100.0% | 0.07% | – |
| GD | New | GENERAL DYNAMICS CORP | $231,000 | – | 956 | +100.0% | 0.07% | – |
| COST | New | COSTCO WHSL CORP NEW | $229,000 | – | 397 | +100.0% | 0.07% | – |
| CSCO | New | CISCO SYS INC | $211,000 | – | 3,781 | +100.0% | 0.06% | – |
| PLD | New | PROLOGIS INC. | $209,000 | – | 1,297 | +100.0% | 0.06% | – |
| LLY | New | LILLY ELI & CO | $203,000 | – | 710 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-19
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.