$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LUMN | Exit | LUMEN TECHNOLOGIES INC | $0 | – | -17,125 | -100.0% | -0.04% | – |
| STAR | Exit | ISTAR INC | $0 | – | -16,014 | -100.0% | -0.05% | – |
| VOD | Exit | VODAFONE GROUP PLC NEWsponsored adr | $0 | – | -13,739 | -100.0% | -0.05% | – |
| T | Exit | AT&T INC | $0 | – | -10,484 | -100.0% | -0.05% | – |
| INTC | Exit | INTEL CORP | $0 | – | -7,820 | -100.0% | -0.07% | – |
| NYF | Exit | ISHARES TRnew york mun etf | $0 | – | -4,029 | -100.0% | -0.07% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -2,559 | -100.0% | -0.07% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -6,715 | -100.0% | -0.07% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -3,085 | -100.0% | -0.08% | – |
| C | Exit | CITIGROUP INC | $0 | – | -5,541 | -100.0% | -0.08% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -5,416 | -100.0% | -0.08% | – |
| CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -164 | -100.0% | -0.08% | – |
| RE | Exit | EVEREST RE GROUP LTD | $0 | – | -3,032 | -100.0% | -0.27% | – |
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 |
|---|---|---|---|
| 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 | 2024-07-19 |
| 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 |
| 13F-HR | 2022-04-19 |
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.