Portfolio (Quarterly)
Guide ↗
Revolve Wealth Partners, LLC
· CIK 0001808992| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | DELL | DELL TECHNOLOGIES INC | Technology | 671.0 | $290K | 0.03% | NEW | — | $431.46 | +30.5% |
| 282 | IAU | ISHARES GOLD TR | Financial Services | 3,810.0 | $288K | 0.03% | NEW | — | $75.51 | +6.8% |
| 283 | BDX | BECTON DICKINSON & CO | Healthcare | 1,862.0 | $282K | 0.03% | NEW | — | $151.33 | +21.5% |
| 284 | MCK | MCKESSON CORP | Healthcare | 372.0 | $281K | 0.03% | NEW | — | $755.62 | +14.7% |
| 285 | AVEM | AMERICAN CENTY ETF TR | — | 2,902.0 | $280K | 0.03% | NEW | — | $96.48 | -1.3% |
| 286 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 553.0 | $277K | 0.03% | NEW | — | $500.94 | +34.7% |
| 287 | TRV | TRAVELERS COMPANIES INC | Financial Services | 831.0 | $274K | 0.03% | NEW | — | $330.22 | +9.9% |
| 288 | ALL | ALLSTATE CORP | Financial Services | 1,151.0 | $274K | 0.03% | NEW | — | $237.97 | -4.4% |
| 289 | BND | VANGUARD BD INDEX FDS | — | 3,720.0 | $273K | 0.03% | NEW | — | $73.41 | -3.8% |
| 290 | INTU | INTUIT | Technology | 1,038.0 | $271K | 0.03% | NEW | — | $261.00 | +5.7% |
| 291 | IWB | ISHARES TR | — | 656.0 | $269K | 0.03% | NEW | — | $409.50 | +2.9% |
| 292 | KEYS | KEYSIGHT TECHNOLOGIES INC | Technology | 763.0 | $267K | 0.03% | NEW | — | $350.07 | +3.5% |
| 293 | SO | SOUTHERN CO | Utilities | 2,771.0 | $265K | 0.03% | NEW | — | $95.72 | -13.4% |
| 294 | ROST | ROSS STORES INC | Consumer Cyclical | 1,238.0 | $264K | 0.03% | NEW | — | $212.85 | +10.9% |
| 295 | MPWR | MONOLITHIC PWR SYS INC | Technology | 190.0 | $263K | 0.03% | NEW | — | $1382.36 | -1.1% |
| 296 | EWL | ISHARES INC | — | 4,146.0 | $261K | 0.03% | NEW | — | $62.85 | -3.5% |
| 297 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 3,522.0 | $258K | 0.03% | NEW | — | $73.35 | -23.1% |
| 298 | AZN | ASTRAZENECA PLC | Healthcare | 1,337.0 | $254K | 0.03% | NEW | — | $189.62 | -12.2% |
| 299 | IDV | ISHARES TR | — | 5,990.0 | $248K | 0.03% | NEW | — | $41.43 | +4.4% |
| 300 | — | INSTALLED BLDG PRODS INC | — | 1,071.0 | $246K | 0.03% | NEW | — | $229.84 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
38.1%
Financial Services
17.0%
Healthcare
10.1%
Consumer Cyclical
8.8%
Industrials
8.6%
Communication Services
6.5%
Consumer Defensive
4.2%
Energy
2.8%
Utilities
1.8%
Basic Materials
1.2%