Portfolio (Quarterly)
Guide ↗
Revolve Wealth Partners, LLC
· CIK 0001808992| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 6,434.0 | $751K | 0.08% | NEW | — | $116.67 | +62.6% |
| 142 | ASML | ASML HLDG NV | Technology | 377.0 | $750K | 0.08% | NEW | — | $1989.44 | -12.3% |
| 143 | KO | COCA COLA CO | Consumer Defensive | 9,207.0 | $748K | 0.08% | NEW | — | $81.27 | +8.0% |
| 144 | UNH PUT | UNITEDHEALTH GROUP INC | Healthcare | 1,800.0 | $748K | 0.08% | NEW | — | $415.63 | -9.4% |
| 145 | CVS | CVS HEALTH CORP | Healthcare | 7,093.0 | $734K | 0.08% | NEW | — | $103.45 | -13.8% |
| 146 | CB | CHUBB LIMITED | Financial Services | 2,151.0 | $733K | 0.08% | NEW | — | $340.77 | -2.2% |
| 147 | MRK | MERCK & CO INC | Healthcare | 5,669.0 | $728K | 0.07% | NEW | — | $128.50 | +15.8% |
| 148 | KLAC | KLA CORP | Technology | 2,402.0 | $725K | 0.07% | NEW | — | $301.71 | -37.7% |
| 149 | PXF | INVESCO EXCH TRADED FD TR II | — | 9,485.0 | $717K | 0.07% | NEW | — | $75.64 | +2.9% |
| 150 | APH | AMPHENOL CORP | Technology | 4,068.0 | $717K | 0.07% | NEW | — | $176.32 | -52.3% |
| 151 | UNP | UNION PAC CORP | Industrials | 2,603.0 | $708K | 0.07% | NEW | — | $272.04 | +0.6% |
| 152 | FNDF | SCHWAB STRATEGIC TR | — | 13,250.0 | $699K | 0.07% | NEW | — | $52.76 | +4.0% |
| 153 | SGOV | ISHARES TR | — | 6,937.0 | $698K | 0.07% | NEW | — | $100.66 | -0.0% |
| 154 | PRFZ | INVESCO EXCHANGE TRADED FD T | — | 12,442.0 | $694K | 0.07% | NEW | — | $55.77 | -5.2% |
| 155 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 1,742.0 | $693K | 0.07% | NEW | — | $397.68 | +1.9% |
| 156 | GILD | GILEAD SCIENCES INC | Healthcare | 5,473.0 | $691K | 0.07% | NEW | — | $126.33 | +19.5% |
| 157 | SPMD | SPDR SERIES TRUST | — | 10,165.0 | $687K | 0.07% | NEW | — | $67.56 | -5.4% |
| 158 | ATO | ATMOS ENERGY CORP | Utilities | 3,962.0 | $683K | 0.07% | NEW | — | $172.27 | -8.7% |
| 159 | RJF | RAYMOND JAMES FINL INC | Financial Services | 4,488.0 | $682K | 0.07% | NEW | — | $152.03 | +5.2% |
| 160 | AXP | AMERICAN EXPRESS CO | Financial Services | 1,962.0 | $664K | 0.07% | NEW | — | $338.26 | -8.7% |
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%