Revolve Wealth Partners, LLC
CIK Number: 0001808992
Main Sectors:
Top Industries:
Filing Date: Apr 14, 2025
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
---|---|---|---|---|---|---|---|---|---|---|
1 | VTI | Vanguard Total ... | 317.38 | +0.44% | 372.89K | -0.26% | 102.48M | 211.15 | 14.82% | Share |
2 | IEFA | iShares Core MS... | 84.85 | +0.15% | 592.19K | +7.34% | 44.8M | 71.75 | 6.48% | Share |
3 | IVAL | Alpha Architect... | 29.80 | +0.22% | 1.37M | +9.50% | 35.07M | 25.11 | 5.07% | Share |
4 | HYMB | SPDR Nuveen Blo... | 24.19 | +0.33% | 1.23M | +11.93% | 30.97M | 26.39 | 4.48% | Share |
5 | TBIL | US Treasury 3 M... | 49.86 | +0.02% | 486.31K | -3.15% | 24.32M | 49.86 | 3.52% | Share |
6 | QMOM | Alpha Architect... | 62.43 | +0.10% | 376.2K | +1.55% | 22.35M | 46.57 | 3.23% | Share |
7 | ITAN | Sparkline Intan... | 33.70 | -0.25% | 722.21K | +1.66% | 21.51M | 23.47 | 3.11% | Share |
8 | SYLD | Cambria Shareho... | 69.16 | -0.18% | 329.75K | +9.52% | 21.04M | 61.81 | 3.04% | Share |
9 | TFI | SPDR Nuveen Blo... | 44.63 | +0.28% | 424.02K | +2.21% | 19.11M | 48.26 | 2.76% | Share |
10 | SCHF | Schwab Internat... | 22.57 | +0.18% | 903.33K | +9.81% | 17.87M | 18.67 | 2.58% | Share |
11 | DLN | WisdomTree U.S.... | 85.02 | -0.11% | 219.6K | +0.50% | 17.43M | 65.86 | 2.52% | Share |
12 | SCHZ | Schwab U.S. Agg... | 23.23 | +0.32% | 742.93K | +1.04% | 17.21M | 24.18 | 2.49% | Share |
13 | AAPL | Apple Inc. | 238.47 | +3.81% | 72.5K | +8.43% | 16.1M | 187.11 | 2.33% | Share |
14 | IQDG | WisdomTree Inte... | 38.48 | +0.56% | 411.69K | +10.29% | 14.69M | 34.49 | 2.12% | Share |
15 | MUB | iShares Nationa... | 104.25 | +0.26% | 128.29K | +3.30% | 13.53M | 108.52 | 1.96% | Share |
16 | SCHG | Schwab U.S. Lar... | 30.55 | +0.94% | 489.57K | +1.71% | 12.26M | 19.27 | 1.77% | Share |
17 | MSFT | Microsoft Corpo... | 505.35 | +0.05% | 27.92K | +0.84% | 10.48M | 345.53 | 1.52% | Share |
18 | AVUV | Avantis U.S. Sm... | 99.17 | -0.31% | 119.5K | +8.86% | 10.42M | 79.92 | 1.51% | Share |
19 | SCHX | Schwab U.S. Lar... | 25.49 | +0.43% | 471.28K | +1.30% | 10.41M | 18.87 | 1.50% | Share |
20 | IVV | iShares Core S&... | 646.88 | +0.54% | 17.9K | -0.86% | 10.06M | 473.37 | 1.45% | Share |
21 | HYD | VanEck High Yie... | 49.48 | +0.39% | 191.56K | +0.23% | 9.8M | 54.5 | 1.42% | Share |
22 | NVDA | NVIDIA Corporat... | 170.63 | -0.09% | 79.55K | +5.82% | 8.62M | 38.62 | 1.25% | Share |
23 | VEA | Vanguard Develo... | 58.31 | +0.21% | 129.25K | +4.67% | 6.57M | 49.84 | 0.95% | Share |
24 | PHB | Invesco Fundame... | 18.55 | +0.41% | 313.57K | -0.16% | 5.66M | 18.23 | 0.82% | Share |
25 | AMZN | Amazon.com, Inc... | 225.99 | +0.29% | 28.21K | +12.63% | 5.37M | 167.66 | 0.78% | Share |
26 | META | Meta Platforms,... | 737.05 | +0.26% | 8.98K | -5.07% | 5.17M | 335.61 | 0.75% | Share |
27 | VUG | Vanguard Growth... | 459.86 | +1.08% | 13.82K | -0.41% | 5.12M | 258.42 | 0.74% | Share |
28 | EFG | iShares MSCI EA... | 110.22 | +0.45% | 50.22K | -0.38% | 5.02M | 93.75 | 0.73% | Share |
29 | AMGN | Amgen Inc. | 283.85 | -1.07% | 15.5K | -5.06% | 4.83M | 225.46 | 0.70% | Share |
30 | TSLA | Tesla, Inc. | 334.09 | +1.44% | 16.67K | +213.52% | 4.32M | 286.71 | 0.62% | Share |
31 | V | Visa Inc. | 350.83 | +0.22% | 12.17K | +3.06% | 4.27M | 251.04 | 0.62% | Share |
32 | VOO | Vanguard S&P 50... | 591.76 | +0.52% | 8.29K | +78.27% | 4.26M | 466.25 | 0.62% | Share |
33 | VXUS | Vanguard Total ... | 71.02 | +0.21% | 66.09K | +1.29% | 4.1M | 62.16 | 0.59% | Share |
34 | SPY | SPDR S&P 500 ET... | 643.65 | +0.53% | 7.03K | -0.06% | 3.93M | 484.06 | 0.57% | Share |
35 | BRK-B | Berkshire Hatha... | 501.46 | +0.06% | 6.55K | +2.20% | 3.49M | 350.79 | 0.50% | Share |
36 | JPM | JPMorgan Chase ... | 299.47 | -0.08% | 13.9K | +15.84% | 3.41M | 169.77 | 0.49% | Share |
37 | SCHM | Schwab U.S. Mid... | 29.33 | -0.14% | 110.82K | -3.64% | 2.9M | 26.51 | 0.42% | Share |
38 | IWF | iShares Russell... | 445.97 | +0.97% | 7.74K | +20.09% | 2.8M | 307.64 | 0.40% | Share |
39 | VO | Vanguard Mid Ca... | 287.61 | -0.19% | 10.78K | -2.21% | 2.79M | 243.29 | 0.40% | Share |
40 | GOOGL | Alphabet Inc. | 230.66 | +9.14% | 16.66K | +11.61% | 2.58M | 136.81 | 0.37% | Share |
41 | IWM | iShares Russell... | 233.71 | -0.08% | 12.07K | -1.31% | 2.41M | 214.63 | 0.35% | Share |
42 | QQQ | Invesco QQQ Tru... | 570.07 | +0.79% | 5.05K | -3.86% | 2.37M | 407.63 | 0.34% | Share |
43 | CL | Colgate-Palmoli... | 83.82 | -0.68% | 24.97K | -2.77% | 2.34M | 71.05 | 0.34% | Share |
44 | SCHA | Schwab U.S. Sma... | 27.14 | -0.15% | 98.48K | -1.57% | 2.31M | 25.01 | 0.33% | Share |
45 | DFSI | Dimensional Int... | 40.03 | +0.38% | 65.89K | +9.20% | 2.3M | 33.08 | 0.33% | Share |
46 | EFV | iShares MSCI EA... | 66.35 | -0.12% | 38.78K | +0.15% | 2.29M | 48.58 | 0.33% | Share |
47 | EQIX | Equinix, Inc. | 762.22 | -1.21% | 2.65K | +100.00% | 2.16M | 815.35 | 0.31% | Share |
48 | MDY | SPDR S&P MIDCAP... | 591.45 | -0.18% | 4.02K | -0.12% | 2.14M | 509.72 | 0.31% | Share |
49 | SCHD | Schwab U.S. Div... | 27.60 | -0.87% | 76.66K | -0.04% | 2.14M | 25.79 | 0.31% | Share |
50 | IJR | iShares Core S&... | 117.03 | -0.1% | 19.98K | -0.66% | 2.09M | 113.03 | 0.30% | Share |
51 | IXUS | iShares Core MS... | 79.49 | +0.29% | 29.16K | +0.28% | 2.04M | 68.98 | 0.29% | Share |
52 | UNH | UnitedHealth Gr... | 307.54 | -0.41% | 3.83K | -4.6% | 2.01M | 507.4 | 0.29% | Share |
53 | VB | Vanguard Small ... | 250.77 | -0.17% | 9.02K | +0.93% | 2M | 220.13 | 0.29% | Share |
54 | COMP | Compass, Inc. | 9.05 | +1.34% | 228.75K | 0.00% | 2M | 5.85 | 0.29% | Share |
55 | MA | Mastercard Inco... | 593.13 | +0.21% | 3.6K | +4.65% | 1.97M | 369.83 | 0.29% | Share |
56 | IJH | iShares Core S&... | 64.79 | -0.18% | 32.55K | -0.94% | 1.9M | 55.31 | 0.27% | Share |
57 | NULG | Nuveen ESG Larg... | 97.36 | +0.10% | 24.08K | +6.25% | 1.89M | 65.18 | 0.27% | Share |
58 | DSI | iShares MSCI KL... | 121.11 | +0.61% | 17.31K | +3.87% | 1.77M | 83.57 | 0.26% | Share |
59 | NULV | Nuveen ESG Larg... | 42.85 | -0.14% | 43.69K | +20.56% | 1.77M | 38.18 | 0.26% | Share |
60 | GOOG | Alphabet Inc. | 231.10 | +9.01% | 10.75K | +1.65% | 1.68M | 137.12 | 0.24% | Share |
61 | ABBV | AbbVie Inc. | 211.88 | -0.02% | 7.55K | +3.70% | 1.58M | 169.43 | 0.23% | Share |
62 | VTEB | Vanguard Tax-Ex... | 48.93 | +0.27% | 31.67K | +132.50% | 1.57M | 49.83 | 0.23% | Share |
63 | AVGO | Broadcom Inc. | 302.39 | +1.39% | 9.08K | +13.59% | 1.52M | 103.87 | 0.22% | Share |
64 | JNJ | Johnson & Johns... | 177.98 | -0.04% | 8.91K | +5.11% | 1.48M | 166.56 | 0.21% | Share |
65 | DFCF | Dimensional Cor... | 42.48 | +0.34% | 32.74K | +100.00% | 1.38M | 42.06 | 0.20% | Share |
66 | LLY | Eli Lilly and C... | 737.66 | +0.34% | 1.61K | +9.72% | 1.33M | 439.33 | 0.19% | Share |
67 | AVSD | Avantis Respons... | 69.11 | +0.11% | 21.87K | +11.73% | 1.31M | 55.85 | 0.19% | Share |
68 | NYF | iShares New Yor... | 52.10 | +0.25% | 24.8K | +8.35% | 1.31M | 53.38 | 0.19% | Share |
69 | SHOP | Shopify Inc. | 140.22 | +0.85% | 13.03K | +58.69% | 1.24M | 84.56 | 0.18% | Share |
70 | BOXX | Alpha Architect... | 113.52 | +0.02% | 11.09K | -0.42% | 1.24M | 108.4 | 0.18% | Share |
71 | COST | Costco Wholesal... | 949.78 | +1.17% | 1.27K | +13.09% | 1.2M | 608.55 | 0.17% | Share |
72 | DMXF | iShares ESG Adv... | 73.51 | +0.22% | 17.45K | +7.91% | 1.17M | 66.05 | 0.17% | Share |
73 | NUSC | Nuveen ESG Smal... | 43.04 | +0.07% | 30.42K | +11.57% | 1.17M | 38.6 | 0.17% | Share |
74 | VOE | Vanguard Mid-Ca... | 171.30 | -0.26% | 7.25K | 0.00% | 1.16M | 150.93 | 0.17% | Share |
75 | XOM | Exxon Mobil Cor... | 111.95 | -2.39% | 9.41K | +10.95% | 1.12M | 87.13 | 0.16% | Share |
76 | PG | The Procter & G... | 158.17 | +0.11% | 6.55K | +6.11% | 1.12M | 162.86 | 0.16% | Share |
77 | ISRG | Intuitive Surgi... | 441.18 | -5.95% | 2.13K | +86.54% | 1.06M | 419.22 | 0.15% | Share |
78 | UBER | Uber Technologi... | 92.91 | +0.11% | 14.39K | -7.53% | 1.05M | 39.69 | 0.15% | Share |
79 | NUMG | Nuveen ESG Mid-... | 48.65 | -0.37% | 23.73K | +7.72% | 1.02M | 42.07 | 0.15% | Share |
80 | VIG | Vanguard Divide... | 210.29 | +0.10% | 5.2K | +2.70% | 1.01M | 177.41 | 0.15% | Share |
81 | BX | Blackstone Inc. | 167.30 | -1.33% | 7.22K | +8.90% | 1.01M | 127.7 | 0.15% | Share |
82 | NFLX | Netflix, Inc. | 1226.18 | +0.99% | 1.07K | +4.69% | 998.74K | 423.15 | 0.14% | Share |
83 | AGG | iShares Core U.... | 99.22 | +0.36% | 9.42K | +3.20% | 931.72K | 105.3 | 0.13% | Share |
84 | NUMV | Nuveen ESG Mid-... | 37.83 | +0.03% | 26.94K | +10.95% | 921.63K | 31.16 | 0.13% | Share |
85 | HD | The Home Depot,... | 407.52 | +0.30% | 2.49K | +6.10% | 912.06K | 357.66 | 0.13% | Share |
86 | IWP | iShares Russell... | 141.68 | -0.13% | 7.37K | 0.00% | 865.9K | 115.43 | 0.13% | Share |
87 | WMT | Walmart Inc. | 99.44 | +1.62% | 9.73K | +9.92% | 853.96K | 54.62 | 0.12% | Share |
88 | AMD | Advanced Micro ... | 162.13 | -0.12% | 8.11K | -2.05% | 833.53K | 140.81 | 0.12% | Share |
89 | FNDX | Schwab Fundamen... | 25.67 | +0.12% | 34.91K | +14.99% | 824.25K | 23.67 | 0.12% | Share |
90 | IWS | iShares Russell... | 137.45 | -0.14% | 6.44K | +0.02% | 811.25K | 122.49 | 0.12% | Share |
91 | ORCL | Oracle Corporat... | 223.47 | -0.81% | 5.68K | +4.82% | 793.99K | 122.12 | 0.11% | Share |
92 | XBIL | The RBB Fund, I... | 50.03 | +0.01% | 15.82K | -27.04% | 793.84K | 49.98 | 0.11% | Share |
93 | NOW | ServiceNow, Inc... | 919.84 | +0.92% | 923 | +8.72% | 734.84K | 657.26 | 0.11% | Share |
94 | SUB | iShares Short-T... | 106.85 | +0.02% | 6.76K | +21.71% | 713.43K | 105.59 | 0.10% | Share |
95 | EFA | iShares MSCI EA... | 90.73 | +0.17% | 8.32K | 0.00% | 680.17K | 75.61 | 0.10% | Share |
96 | RTX | RTX Corporation | 158.08 | +0.04% | 5.08K | +4.29% | 673.18K | 110.12 | 0.10% | Share |
97 | VOT | Vanguard Mid-Ca... | 286.71 | -0.16% | 2.7K | 0.00% | 659.46K | 251.74 | 0.10% | Share |
98 | MCD | McDonald's Corp... | 316.32 | +0.18% | 2.06K | +6.08% | 643.49K | 251.75 | 0.09% | Share |
99 | DFSV | Dimensional US ... | 32.05 | -0.39% | 22.36K | 0.00% | 629.43K | 25.73 | 0.09% | Share |
100 | VWO | Vanguard Emergi... | 51.59 | +0.24% | 13.9K | -1.62% | 629.11K | 44.04 | 0.09% | Share |
101 | KO | The Coca-Cola C... | 69.01 | -0.07% | 8.78K | -0.15% | 628.94K | 59.81 | 0.09% | Share |
102 | APH | Amphenol Corpor... | 110.72 | +1.35% | 9.32K | -7.69% | 611.17K | 64.31 | 0.09% | Share |
103 | APD | Air Products an... | 291.13 | -0.36% | 2.05K | +2.45% | 604K | 283.79 | 0.09% | Share |
104 | BAC | Bank of America... | 50.09 | -0.65% | 14.13K | +1.73% | 589.73K | 37.83 | 0.09% | Share |
105 | EEM | iShares MSCI Em... | 50.00 | +0.36% | 13.4K | -0.81% | 585.58K | 47.59 | 0.08% | Share |
106 | CSCO | Cisco Systems, ... | 67.67 | -0.19% | 9.29K | +1.51% | 573.55K | 52.68 | 0.08% | Share |
107 | OKE | ONEOK, Inc. | 73.89 | -0.98% | 5.7K | +0.99% | 565.55K | 91.24 | 0.08% | Share |
108 | PLTR | Palantir Techno... | 154.86 | -1.42% | 6.6K | +10.95% | 556.79K | 76.5 | 0.08% | Share |
109 | SCHV | Schwab U.S. Lar... | 28.52 | -0.45% | 20.75K | -0.62% | 551.52K | 24.29 | 0.08% | Share |
110 | SPMD | SPDR Portfolio ... | 56.78 | -0.19% | 10.68K | -1.16% | 546.59K | 49.71 | 0.08% | Share |
111 | ADBE | Adobe Inc. | 348.50 | +0.83% | 1.42K | +8.51% | 543.08K | 530.2 | 0.08% | Share |
112 | CVX | Chevron Corpora... | 157.97 | -2.39% | 3.23K | +8.31% | 540.66K | 137.35 | 0.08% | Share |
113 | IBM | International B... | 244.17 | +1.11% | 2.15K | +8.22% | 533.42K | 178.64 | 0.08% | Share |
114 | PRFZ | Invesco FTSE RA... | 44.34 | -0.11% | 13.84K | +11.22% | 523.91K | 41.23 | 0.08% | Share |
115 | CRM | Salesforce, Inc... | 256.40 | +1.40% | 1.95K | +6.51% | 522.23K | 259.45 | 0.08% | Share |
116 | FNDF | Schwab Fundamen... | 41.77 | +0.06% | 14.29K | +13.42% | 516.55K | 33.56 | 0.07% | Share |
117 | INTU | Intuit Inc. | 668.63 | +1.00% | 826 | +1.60% | 507.16K | 632.81 | 0.07% | Share |
118 | HON | Honeywell Inter... | 214.00 | -1.65% | 2.39K | +1.27% | 505.25K | 207.41 | 0.07% | Share |
119 | DIS | The Walt Disney... | 117.33 | -0.79% | 5.11K | +5.82% | 504.28K | 123.04 | 0.07% | Share |
120 | GBTC | Grayscale Bitco... | 88.17 | +1.32% | 7.71K | 0.00% | 502.79K | 56.05 | 0.07% | Share |
121 | GS | The Goldman Sac... | 730.30 | -0.08% | 889 | +0.11% | 485.66K | 380.97 | 0.07% | Share |
122 | OBIL | The RBB Fund, I... | 50.10 | +0.02% | 9.49K | -12.66% | 476.46K | 50.27 | 0.07% | Share |
123 | GE | GE Aerospace | 276.02 | +0.23% | 2.37K | +5.20% | 473.98K | 124.87 | 0.07% | Share |
124 | CSX | CSX Corporation | 32.28 | +0.28% | 16.04K | +8.91% | 472.1K | 35.75 | 0.07% | Share |
125 | PRF | Invesco FTSE RA... | 44.15 | +0.16% | 11.62K | 0.00% | 469.69K | 40.34 | 0.07% | Share |
126 | IEMG | iShares Core MS... | 62.23 | +0.39% | 8.67K | +52.18% | 467.81K | 52.82 | 0.07% | Share |
127 | IWB | iShares Russell... | 353.83 | +0.49% | 1.51K | 0.00% | 462.87K | 299.88 | 0.07% | Share |
128 | UPS | United Parcel S... | 85.30 | +0.08% | 4.19K | -5.31% | 460.53K | 135.79 | 0.07% | Share |
129 | IWY | iShares Russell... | 258.69 | +1.03% | 2.13K | 0.00% | 448.46K | 125.24 | 0.06% | Share |
130 | ADI | Analog Devices,... | 244.55 | -1.52% | 2.17K | +0.93% | 437.83K | 214.45 | 0.06% | Share |
131 | AXP | American Expres... | 323.71 | -2.26% | 1.62K | +2.53% | 435.9K | 231.91 | 0.06% | Share |
132 | PXH | Invesco FTSE RA... | 24.41 | +0.05% | 19.71K | +12.84% | 428.58K | 20.62 | 0.06% | Share |
133 | DXCM | DexCom, Inc. | 78.92 | +6.22% | 6.22K | +0.05% | 425.04K | 88.42 | 0.06% | Share |
134 | PFE | Pfizer Inc. | 24.77 | -0.82% | 16.46K | -12.29% | 417.1K | 51.37 | 0.06% | Share |
135 | ED | Consolidated Ed... | 97.85 | +0.67% | 3.75K | +0.83% | 414.95K | 87.09 | 0.06% | Share |
136 | PXF | Invesco FTSE RA... | 59.85 | +0.33% | 7.95K | +3.82% | 413.53K | 48.04 | 0.06% | Share |
137 | SCHB | Schwab U.S. Bro... | 24.86 | +0.36% | 18.65K | -13.29% | 401.58K | 18.19 | 0.06% | Share |
138 | MRK | Merck & Co., In... | 84.18 | -1.52% | 4.46K | -0.25% | 400.71K | 98.68 | 0.06% | Share |
139 | QCOM | QUALCOMM Incorp... | 157.28 | -0.94% | 2.54K | +0.12% | 390.95K | 154.54 | 0.06% | Share |
140 | GILD | Gilead Sciences... | 112.99 | +0.25% | 3.49K | +5.96% | 390.73K | 67.55 | 0.06% | Share |
141 | PODD | Insulet Corpora... | 343.53 | -0.4% | 1.49K | +2.41% | 390.5K | 233.45 | 0.06% | Share |
142 | DHR | Danaher Corpora... | 199.48 | -2.11% | 1.9K | -3.6% | 389.7K | 277.38 | 0.06% | Share |
143 | PM | Philip Morris I... | 163.25 | -2.48% | 2.4K | +14.69% | 381.72K | 109.33 | 0.06% | Share |
144 | DUK | Duke Energy Cor... | 121.50 | -0.32% | 3.03K | +2.85% | 370.08K | 105.12 | 0.05% | Share |
145 | LIN | Linde plc | 471.78 | -0.5% | 787 | +1.29% | 366.46K | 390.76 | 0.05% | Share |
146 | BSCR | Invesco BulletS... | 19.70 | +0.05% | 18.67K | 0.00% | 365.78K | 19.48 | 0.05% | Share |
147 | T | AT&T Inc. | 29.05 | -0.12% | 12.88K | -8.76% | 364.24K | 18.68 | 0.05% | Share |
148 | IDXX | IDEXX Laborator... | 633.95 | -0.86% | 861 | +0.82% | 361.58K | 504.52 | 0.05% | Share |
149 | FNDE | Schwab Fundamen... | 34.41 | -0.01% | 11.72K | +6.06% | 361.07K | 29.15 | 0.05% | Share |
150 | NEE | NextEra Energy,... | 71.64 | -1.39% | 5.04K | +3.75% | 357K | 62.96 | 0.05% | Share |