$350 Million is the total value of Revolve Wealth Partners, LLC's 145 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QMOM | New | EA SERIES TRUSTus quan momentum | $2,862,220 | – | 62,317 | +100.0% | 0.82% | – |
| SYLD | New | CAMBRIA ETF TR | $2,836,501 | – | 47,825 | +100.0% | 0.81% | – |
| ITAN | New | EA SERIES TRUSTsparkline intang | $2,439,174 | – | 121,620 | +100.0% | 0.70% | – |
| AVUV | New | AMERICAN CENTY ETF TRus sml cp valu | $1,588,127 | – | 21,314 | +100.0% | 0.45% | – |
| BSCN | New | INVESCO EXCH TRD SLF IDX FD | $638,340 | – | 30,426 | +100.0% | 0.18% | – |
| BSCO | New | INVESCO EXCH TRD SLF IDX FD | $484,697 | – | 23,661 | +100.0% | 0.14% | – |
| UBER | New | UBER TECHNOLOGIES INC | $354,035 | – | 14,316 | +100.0% | 0.10% | – |
| BSJN | New | INVESCO EXCH TRD SLF IDX FD | $330,501 | – | 14,179 | +100.0% | 0.10% | – |
| IUSG | New | ISHARES TRcore s&p us gwt | $328,281 | – | 4,027 | +100.0% | 0.09% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $320,662 | – | 9,170 | +100.0% | 0.09% | – |
| ESGD | New | ISHARES TResg aw msci eafe | $300,324 | – | 4,568 | +100.0% | 0.09% | – |
| SHOP | New | SHOPIFY INCcl a | $291,668 | – | 8,403 | +100.0% | 0.08% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $284,993 | – | 518 | +100.0% | 0.08% | – |
| EMR | New | EMERSON ELEC CO | $271,179 | – | 2,823 | +100.0% | 0.08% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $247,239 | – | 720 | +100.0% | 0.07% | – |
| DNL | New | WISDOMTREE TRglb us qtly div | $249,518 | – | 7,743 | +100.0% | 0.07% | – |
| GD | New | GENERAL DYNAMICS CORP | $236,201 | – | 952 | +100.0% | 0.07% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $231,722 | – | 2,649 | +100.0% | 0.07% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $225,242 | – | 1,599 | +100.0% | 0.06% | – |
| AVGO | New | BROADCOM INC | $220,343 | – | 394 | +100.0% | 0.06% | – |
| NEE | New | NEXTERA ENERGY INC | $209,585 | – | 2,507 | +100.0% | 0.06% | – |
| CSCO | New | CISCO SYS INC | $205,390 | – | 4,311 | +100.0% | 0.06% | – |
| HON | New | HONEYWELL INTL INC | $206,386 | – | 963 | +100.0% | 0.06% | – |
| ORCL | New | ORACLE CORP | $207,872 | – | 2,543 | +100.0% | 0.06% | – |
| WFC | New | WELLS FARGO CO NEW | $201,454 | – | 4,879 | +100.0% | 0.06% | – |
| F | New | FORD MTR CO DEL | $157,901 | – | 13,577 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-17
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.