Revolve Wealth Partners, LLC
CIK Number: 0001808992
691.41M
Market Value
217
# of Holdings
8 months
Avg. Holding Period
32.90%
Win Rate
22.90%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 293.55 | -1.19% | 373.84K | +0.19% | 108.34M | 211.15 | 15.58% |
| 2 | IEFA | iShares Core MS... | 83.03 | -1.26% | 551.67K | +3.75% | 38.77M | 71.47 | 5.58% |
| 3 | IVAL | Alpha Architect... | 27.30 | -2.43% | 1.25M | +1.90% | 30.12M | 25.07 | 4.33% |
| 4 | HYMB | SPDR Nuveen Blo... | 24.63 | -0.27% | 1.1M | +4.76% | 28.06M | 26.53 | 4.04% |
| 5 | TBIL | US Treasury 3 M... | 49.91 | +0.02% | 502.13K | +4.49% | 25.04M | 49.86 | 3.60% |
| 6 | QMOM | Alpha Architect... | 62.35 | -0.16% | 370.44K | -0.09% | 23.76M | 46.37 | 3.42% |
| 7 | ITAN | Sparkline Intan... | 31.25 | -1.19% | 710.45K | +1.45% | 22.07M | 23.37 | 3.17% |
| 8 | SYLD | Cambria Shareho... | 63.76 | -1.29% | 301.08K | +3.44% | 20.62M | 61.62 | 2.96% |
| 9 | TFI | SPDR Nuveen Blo... | 44.43 | -0.27% | 414.86K | +0.84% | 18.93M | 48.33 | 2.72% |
| 10 | DLN | WisdomTree U.S.... | 80.34 | -0.93% | 218.5K | -0.69% | 17M | 65.79 | 2.44% |
| 11 | AAPL | Apple Inc. | 196.25 | -1.48% | 66.86K | +4.20% | 16.74M | 184.16 | 2.41% |
| 12 | SCHZ | Schwab U.S. Agg... | 22.93 | -0.39% | 735.26K | +114.44% | 16.69M | 24.19 | 2.40% |
| 13 | SCHF | Schwab Internat... | 21.80 | -1.2% | 822.6K | +93.61% | 15.22M | 18.56 | 2.19% |
| 14 | SCHG | Schwab U.S. Lar... | 27.88 | -1.4% | 481.36K | +294.77% | 13.42M | 19.17 | 1.93% |
| 15 | MUB | iShares Nationa... | 103.88 | -0.21% | 124.19K | +10.69% | 13.23M | 108.62 | 1.90% |
| 16 | IQDG | WisdomTree Inte... | 39.18 | -1.41% | 373.26K | +3.77% | 12.77M | 34.37 | 1.84% |
| 17 | MSFT | Microsoft Corpo... | 474.94 | -0.82% | 27.68K | +5.76% | 11.67M | 345.28 | 1.68% |
| 18 | SCHX | Schwab U.S. Lar... | 23.61 | -1.21% | 465.22K | +215.33% | 10.78M | 18.83 | 1.55% |
| 19 | IVV | iShares Core S&... | 599.72 | -1.12% | 18.05K | -1.59% | 10.63M | 473.37 | 1.53% |
| 20 | AVUV | Avantis U.S. Sm... | 89.20 | -1.46% | 109.77K | +3.05% | 10.6M | 79.28 | 1.52% |
| 21 | NVDA | NVIDIA Corporat... | 141.91 | -2.13% | 75.17K | -0.04% | 10.09M | 34.56 | 1.45% |
| 22 | HYD | VanEck High Yie... | 49.66 | -0.31% | 191.11K | +5.99% | 9.92M | 54.5 | 1.43% |
| 23 | VEA | Vanguard Develo... | 56.17 | -1.21% | 123.48K | +47.30% | 5.91M | 49.8 | 0.85% |
| 24 | VUG | Vanguard Growth... | 418.25 | -1.39% | 13.88K | -0.46% | 5.7M | 258.42 | 0.82% |
| 25 | PHB | Invesco Fundame... | 18.32 | -0.11% | 314.06K | +5.30% | 5.68M | 18.23 | 0.82% |
| 26 | META | Meta Platforms,... | 682.74 | -1.53% | 9.46K | +10.20% | 5.54M | 335.61 | 0.80% |
| 27 | AMZN | Amazon.com, Inc... | 212.00 | -0.58% | 25.05K | +4.10% | 5.49M | 164.81 | 0.79% |
| 28 | LOAR | Loar Holdings I... | 83.40 | -1.17% | 20 | +100.00% | 5.01M | 250614.5 | 0.72% |
| 29 | EFG | iShares MSCI EA... | 110.38 | -1.42% | 50.42K | +12.19% | 4.88M | 93.75 | 0.70% |
| 30 | AMGN | Amgen Inc. | 295.15 | -0.72% | 16.32K | -2.1% | 4.25M | 225.46 | 0.61% |
| 31 | SPY | SPDR S&P 500 ET... | 596.88 | -1.14% | 7.03K | +10.79% | 4.12M | 484.06 | 0.59% |
| 32 | VXUS | Vanguard Total ... | 67.95 | -1.31% | 65.25K | +3.39% | 3.84M | 62.16 | 0.55% |
| 33 | V | Visa Inc. | 352.88 | -4.99% | 11.81K | +32.80% | 3.73M | 248 | 0.54% |
| 34 | CASH | Pathward Financ... | 74.36 | -2.07% | 49.4K | +100.00% | 3.63M | 73.58 | 0.52% |
| 35 | CVGI | Commercial Vehi... | 1.31 | -8.04% | 1.5K | +100.00% | 3.3M | 2.48 | 0.47% |
| 36 | SCHM | Schwab U.S. Mid... | 27.14 | -1.49% | 115K | +194.43% | 3.19M | 26.51 | 0.46% |
| 37 | VO | Vanguard Mid Ca... | 271.09 | -1.17% | 11.02K | +0.54% | 2.91M | 243.29 | 0.42% |
| 38 | BRK-B | Berkshire Hatha... | 487.18 | -0.64% | 6.41K | +19.01% | 2.91M | 346.79 | 0.42% |
| 39 | JPM | JPMorgan Chase ... | 264.99 | -1.21% | 12K | -3.88% | 2.88M | 157.81 | 0.41% |
| 40 | GOOGL | Alphabet Inc. | 174.62 | -0.61% | 14.93K | +3.51% | 2.83M | 134.74 | 0.41% |
| 41 | IWM | iShares Russell... | 208.90 | -1.82% | 12.23K | +13.25% | 2.7M | 214.63 | 0.39% |
| 42 | QQQ | Invesco QQQ Tru... | 526.82 | -1.28% | 5.26K | +3.46% | 2.69M | 407.63 | 0.39% |
| 43 | IWF | iShares Russell... | 405.56 | -1.27% | 6.45K | +2.43% | 2.59M | 296.91 | 0.37% |
| 44 | SCHA | Schwab U.S. Sma... | 24.49 | -1.76% | 100.04K | +104.25% | 2.59M | 25.01 | 0.37% |
| 45 | VOO | Vanguard 500 In... | 548.74 | -1.12% | 4.65K | -0.13% | 2.51M | 428.94 | 0.36% |
| 46 | CL | Colgate-Palmoli... | 90.26 | -3.09% | 25.68K | -0.42% | 2.33M | 71.05 | 0.34% |
| 47 | IJR | iShares Core S&... | 106.31 | -1.93% | 20.12K | -0.78% | 2.32M | 113.03 | 0.33% |
| 48 | MDY | SPDR S&P MIDCAP... | 550.57 | -1.54% | 4.02K | -0.25% | 2.29M | 509.72 | 0.33% |
| 49 | VB | Vanguard Small ... | 229.60 | -1.65% | 8.94K | +11.47% | 2.15M | 220.11 | 0.31% |
| 50 | TSLA | Tesla, Inc. | 325.34 | +1.95% | 5.32K | +21.23% | 2.15M | 345.52 | 0.31% |
| 51 | SCHD | Schwab U.S. Div... | 26.90 | -0.43% | 76.69K | +206.88% | 2.1M | 25.79 | 0.30% |
| 52 | IJH | iShares Core S&... | 60.25 | -1.54% | 32.85K | -0.09% | 2.05M | 55.31 | 0.29% |
| 53 | UNH | UnitedHealth Gr... | 313.40 | -1.6% | 4.02K | -4.2% | 2.03M | 507.4 | 0.29% |
| 54 | EFV | iShares MSCI EA... | 63.86 | -1.22% | 38.73K | +41.34% | 2.03M | 48.56 | 0.29% |
| 55 | GOOG | Alphabet Inc. | 175.82 | -0.65% | 10.58K | -3.43% | 2.01M | 136.8 | 0.29% |
| 56 | DFSI | Dimensional Int... | 38.98 | -1.12% | 60.34K | +12.76% | 1.98M | 32.91 | 0.28% |
| 57 | NULG | Nuveen ESG Larg... | 89.17 | -1.86% | 22.66K | -0.96% | 1.95M | 64.36 | 0.28% |
| 58 | IXUS | iShares Core MS... | 76.62 | -1.3% | 29.08K | +2.76% | 1.92M | 68.98 | 0.28% |
| 59 | AVGO | Broadcom Inc. | 248.65 | -2.9% | 8K | +10.44% | 1.85M | 95.24 | 0.27% |
| 60 | DSI | iShares MSCI KL... | 112.13 | -1.41% | 16.67K | +0.72% | 1.84M | 82.84 | 0.26% |
| 61 | MA | Mastercard Inco... | 561.81 | -4.66% | 3.44K | -15.74% | 1.81M | 361.55 | 0.26% |
| 62 | NULV | Nuveen ESG Larg... | 40.70 | -1.14% | 36.24K | +9.05% | 1.43M | 37.7 | 0.21% |
| 63 | COMP | Compass, Inc. | 6.22 | -2.89% | 228.75K | +100.00% | 1.34M | 5.85 | 0.19% |
| 64 | ABBV | AbbVie Inc. | 190.93 | -0.77% | 7.28K | +72.69% | 1.29M | 167.95 | 0.19% |
| 65 | BOXX | Alpha Architect... | 112.45 | +0.02% | 11.14K | -0.36% | 1.23M | 108.4 | 0.18% |
| 66 | JNJ | Johnson & Johns... | 157.04 | +0.24% | 8.48K | -18.81% | 1.23M | 166.59 | 0.18% |
| 67 | NYF | iShares New Yor... | 51.88 | -0.35% | 22.89K | +5.09% | 1.22M | 53.44 | 0.18% |
| 68 | VOE | Vanguard Mid-Ca... | 161.57 | -1.22% | 7.25K | 0.00% | 1.17M | 150.93 | 0.17% |
| 69 | BX | Blackstone Inc. | 136.37 | -3.14% | 6.63K | 0.00% | 1.14M | 126.63 | 0.16% |
| 70 | NUSC | Nuveen ESG Smal... | 39.63 | -1.61% | 27.27K | +4.04% | 1.14M | 38.63 | 0.16% |
| 71 | LLY | Eli Lilly and C... | 819.67 | +0.94% | 1.47K | +2.80% | 1.14M | 401.74 | 0.16% |
| 72 | AVSD | Avantis Respons... | 66.88 | -1.26% | 19.57K | +12.21% | 1.09M | 55.37 | 0.16% |
| 73 | XBIL | The RBB Fund, I... | 50.07 | +0.03% | 21.69K | -1.1% | 1.09M | 49.98 | 0.16% |
| 74 | NUMG | Nuveen ESG Mid-... | 46.68 | -1.44% | 22.03K | +0.52% | 1.04M | 42 | 0.15% |
| 75 | PG | The Procter & G... | 160.25 | -1.79% | 6.17K | -12.52% | 1.03M | 162.4 | 0.15% |
| 76 | COST | Costco Wholesal... | 990.08 | -1.26% | 1.12K | +13.09% | 1.03M | 564.4 | 0.15% |
| 77 | AMD | Advanced Micro ... | 116.17 | -1.96% | 8.28K | +2.91% | 1M | 140.81 | 0.14% |
| 78 | VIG | Vanguard Divide... | 200.24 | -1.18% | 5.07K | +12.85% | 992.09K | 176.96 | 0.14% |
| 79 | UBER | Uber Technologi... | 83.89 | -2.02% | 15.56K | +64.97% | 938.76K | 39.69 | 0.14% |
| 80 | IWP | iShares Russell... | 133.39 | -1.29% | 7.37K | +2.53% | 934.15K | 115.43 | 0.13% |
| 81 | HD | The Home Depot,... | 354.54 | -2.37% | 2.35K | -6.05% | 912.52K | 357.12 | 0.13% |
| 82 | XOM | Exxon Mobil Cor... | 112.12 | +2.18% | 8.48K | -5.54% | 911.96K | 83.65 | 0.13% |
| 83 | NFLX | Netflix, Inc. | 1212.27 | -0.23% | 1.02K | +16.38% | 911.82K | 399.25 | 0.13% |
| 84 | ORCL | Oracle Corporat... | 215.30 | +7.73% | 5.42K | +8.06% | 902.87K | 121.27 | 0.13% |
| 85 | NOW | ServiceNow, Inc... | 987.99 | -1.92% | 849 | +0.24% | 900.04K | 645.16 | 0.13% |
| 86 | AGG | iShares Core U.... | 97.95 | -0.36% | 9.13K | +50.04% | 884.37K | 105.51 | 0.13% |
| 87 | SHOP | Shopify Inc. | 105.38 | -3.51% | 8.21K | -52.68% | 872.86K | 78.15 | 0.13% |
| 88 | NUMV | Nuveen ESG Mid-... | 35.19 | -1.12% | 24.28K | +0.94% | 845.27K | 30.82 | 0.12% |
| 89 | IWS | iShares Russell... | 128.66 | -1.3% | 6.44K | +1.96% | 832.82K | 122.49 | 0.12% |
| 90 | WMT | Walmart Inc. | 94.42 | -0.43% | 8.85K | +5.80% | 799.54K | 51.33 | 0.12% |
| 91 | FNDX | Schwab Fundamen... | 23.96 | -0.97% | 30.36K | +100.00% | 718.92K | 23.68 | 0.10% |
| 92 | APH | Amphenol Corpor... | 92.50 | -2.22% | 10.09K | +87.87% | 701.03K | 64.31 | 0.10% |
| 93 | DUSB | Dimensional ETF... | 50.81 | +0.03% | 22.36K | 0.00% | 688.24K | 25.73 | 0.10% |
| 94 | VOT | Vanguard Mid-Ca... | 270.00 | -1.24% | 2.7K | -2.99% | 684.02K | 251.74 | 0.10% |
| 95 | VTEB | Vanguard Tax-Ex... | 48.81 | -0.25% | 13.62K | -31.15% | 682.82K | 50.11 | 0.10% |
| 96 | VNQ | Vanguard Real E... | 89.84 | -0.95% | 7.6K | +267.63% | 676.89K | 91.35 | 0.10% |
| 97 | EFA | iShares MSCI EA... | 89.23 | -1.28% | 8.32K | +100.00% | 629.24K | 75.61 | 0.09% |
| 98 | VWO | Vanguard Emergi... | 48.36 | -1.55% | 14.13K | +100.00% | 622.24K | 44.04 | 0.09% |
| 99 | CRM | Salesforce, Inc... | 258.38 | -3.2% | 1.83K | +12.64% | 610.82K | 258.87 | 0.09% |
| 100 | BAC | Bank of America... | 44.08 | -1.21% | 13.89K | -12.87% | 610.55K | 37.76 | 0.09% |
| 101 | ISRG | Intuitive Surgi... | 511.75 | -0.24% | 1.14K | +1.24% | 597.12K | 353.4 | 0.09% |
| 102 | SPMD | SPDR Portfolio ... | 52.87 | -1.54% | 10.8K | -1.65% | 590.9K | 49.71 | 0.09% |
| 103 | SUB | iShares Short-T... | 106.00 | -0.01% | 5.55K | -29.08% | 585.52K | 105.59 | 0.08% |
| 104 | ADBE | Adobe Inc. | 391.76 | -5.3% | 1.3K | -2.76% | 580.31K | 542.68 | 0.08% |
| 105 | APD | Air Products an... | 280.22 | -1.08% | 2K | -0.05% | 579.79K | 283.52 | 0.08% |
| 106 | GBTC | Grayscale Bitco... | 82.86 | -1.58% | 7.71K | +0.04% | 571.06K | 56.05 | 0.08% |
| 107 | OKE | ONEOK, Inc. | 83.75 | +1.33% | 5.64K | +0.36% | 566.66K | 91.16 | 0.08% |
| 108 | EEM | iShares MSCI Em... | 47.12 | -1.58% | 13.51K | 0.00% | 564.95K | 47.59 | 0.08% |
| 109 | RTX | RTX Corporation | 145.67 | +3.33% | 4.87K | +3.37% | 563.92K | 109.16 | 0.08% |
| 110 | MCD | McDonald's Corp... | 301.85 | -0.43% | 1.94K | +2.75% | 562.97K | 248.07 | 0.08% |
| 111 | UPS | United Parcel S... | 99.97 | -0.94% | 4.42K | +1.73% | 557.61K | 135.79 | 0.08% |
| 112 | KO | The Coca-Cola C... | 70.99 | -1.73% | 8.79K | +3.45% | 547.55K | 59.81 | 0.08% |
| 113 | SCHV | Schwab U.S. Lar... | 27.09 | -0.84% | 20.88K | +200.24% | 544.32K | 24.29 | 0.08% |
| 114 | OBIL | The RBB Fund, I... | 50.06 | +0.02% | 10.87K | -10.08% | 543.95K | 50.27 | 0.08% |
| 115 | CSCO | Cisco Systems, ... | 64.10 | -1.54% | 9.16K | +37.02% | 542.04K | 52.55 | 0.08% |
| 116 | DIS | The Walt Disney... | 117.89 | -0.6% | 4.83K | -18.8% | 537.61K | 124.46 | 0.08% |
| 117 | HON | Honeywell Inter... | 224.31 | -0.77% | 2.36K | -21.86% | 532.21K | 207.35 | 0.08% |
| 118 | PRFZ | Invesco FTSE RA... | 39.41 | -1.88% | 12.44K | +100.00% | 517.71K | 41.61 | 0.07% |
| 119 | INTU | Intuit Inc. | 753.72 | -1.63% | 813 | +145.62% | 510.97K | 633.12 | 0.07% |
| 120 | GS | The Goldman Sac... | 613.30 | -1.89% | 888 | +6.99% | 508.5K | 380.79 | 0.07% |
| 121 | IWY | iShares Russell... | 235.70 | -1.27% | 2.13K | 0.00% | 500.18K | 125.24 | 0.07% |
| 122 | PFE | Pfizer Inc. | 24.52 | -1.29% | 18.77K | +12.51% | 497.87K | 51.37 | 0.07% |
| 123 | SCHB | Schwab U.S. Bro... | 23.00 | -1.22% | 21.51K | +197.47% | 488.28K | 18.19 | 0.07% |
| 124 | IWB | iShares Russell... | 327.76 | -1.17% | 1.51K | +56.05% | 486.14K | 299.88 | 0.07% |
| 125 | DXCM | DexCom, Inc. | 81.92 | -1.12% | 6.22K | -6.31% | 483.81K | 88.43 | 0.07% |
| 126 | CSX | CSX Corporation | 32.11 | -0.86% | 14.73K | -8.6% | 475.29K | 36.31 | 0.07% |
| 127 | AXP | American Expres... | 287.76 | -3.43% | 1.58K | -38.97% | 468.93K | 230.97 | 0.07% |
| 128 | PRF | Invesco FTSE RA... | 41.16 | -0.97% | 11.62K | +100.00% | 468.87K | 40.34 | 0.07% |
| 129 | ADI | Analog Devices,... | 225.02 | -3.06% | 2.15K | -0.97% | 457K | 214.57 | 0.07% |
| 130 | DHR | Danaher Corpora... | 200.65 | -2.17% | 1.97K | +1.34% | 452.67K | 277.38 | 0.07% |
| 131 | PLTR | Palantir Techno... | 137.34 | +1.59% | 5.95K | +100.00% | 449.7K | 75.63 | 0.06% |
| 132 | MRK | Merck & Co., In... | 81.72 | -0.12% | 4.47K | -6.73% | 445.16K | 98.68 | 0.06% |
| 133 | IBM | International B... | 277.18 | -1.37% | 1.98K | -22.82% | 435.68K | 172.89 | 0.06% |
| 134 | CVX | Chevron Corpora... | 145.87 | +0.62% | 2.98K | -29.61% | 432.19K | 134.86 | 0.06% |
| 135 | FNDF | Schwab Fundamen... | 39.53 | -1.04% | 12.6K | +100.00% | 418.51K | 33.21 | 0.06% |
| 136 | QCOM | QUALCOMM Incorp... | 154.78 | -2.47% | 2.54K | +15.44% | 390.51K | 154.54 | 0.06% |
| 137 | SHV | iShares Short T... | 110.24 | +0.04% | 3.53K | +100.00% | 388.25K | 110.11 | 0.06% |
| 138 | PODD | Insulet Corpora... | 304.50 | +0.29% | 1.45K | -8.04% | 379.07K | 232.75 | 0.05% |
| 139 | GE | General Electri... | 236.50 | -1.45% | 2.25K | +7.14% | 375.46K | 120.96 | 0.05% |
| 140 | IWV | iShares Russell... | 338.94 | -1.21% | 1.11K | 0.00% | 369.68K | 218.19 | 0.05% |
| 141 | PXF | Invesco FTSE RA... | 56.92 | -1.03% | 7.66K | +100.00% | 366.88K | 47.89 | 0.05% |
| 142 | BSCR | Invesco BulletS... | 19.61 | -0.08% | 18.67K | +100.00% | 363.73K | 19.48 | 0.05% |
| 143 | PXH | Invesco FTSE RA... | 23.10 | -1.26% | 17.47K | +100.00% | 357.81K | 20.48 | 0.05% |
| 144 | IDXX | IDEXX Laborator... | 522.71 | -0.8% | 854 | -7.87% | 353.08K | 505.22 | 0.05% |
| 145 | NEE | NextEra Energy,... | 74.75 | +1.24% | 4.85K | +6.54% | 347.98K | 62.67 | 0.05% |
| 146 | MTD | Mettler-Toledo ... | 1155.16 | -2.78% | 278 | -1.07% | 340.18K | 1499.69 | 0.05% |
| 147 | IUSG | iShares Core S&... | 143.72 | -1.26% | 2.44K | -3.79% | 339.8K | 88.95 | 0.05% |
| 148 | AMP | Ameriprise Fina... | 501.79 | -2.67% | 632 | -20% | 336.5K | 469.81 | 0.05% |
| 149 | CMCSA | Comcast Corpora... | 35.00 | -0.77% | 8.89K | -2.46% | 333.75K | 36.47 | 0.05% |
| 150 | ED | Consolidated Ed... | 103.89 | +0.13% | 3.72K | +13.45% | 332.04K | 86.89 | 0.05% |