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  Name: Revolve Wealth Partners LLC
  City: Hackensack
  State: NJ
  Zip: 047601
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $585,288,000
  Total Value Change : $68,846,000
  Securities Held Change : 22
   
All Securities Held : 181
  New Positions : 21
  Closed Positions : 1
  Increased Positions : 110
  Unchanged Positions : 14
  Decreased Positions : 36

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 21     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SHOP)1 Year Chart         SHOP Shopify Inc 55 New $58.91 $1,443,000 18,697 0.25% 1,443,000 18,697 0.002    N/A
   (XBIL)1 Year Chart         XBIL Us Treasury 6 Month Bill Etf 81 New $0.00 $724,000 14,452 0.12% 724,000 14,452 0.161    N/A
   (ABNB)1 Year Chart         ABNB Airbnb, Inc. 100 New $146.37 $515,000 3,124 0.09% 515,000 3,124 0.001    N/A
   (CSX)1 Year Chart         CSX CSX Corp 106 New $33.41 $477,000 12,860 0.08% 477,000 12,860 0.001    Railroads
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 138 New $291.32 $281,000 977 0.05% 281,000 977 0.001    Closed - End Fund - E...
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 141 New $120.86 $272,000 2,249 0.05% 272,000 2,249 0.001    Closed - End Fund - Debt
   (ETN)1 Year Chart         ETN Eaton Corp 146 New $333.25 $255,000 815 0.04% 255,000 815 0    Diversified Machinery
   (INTU)1 Year Chart         INTU Intuit Inc 148 New $670.15 $249,000 383 0.04% 249,000 383 0    Application Software
   (CAT)1 Year Chart         CAT Caterpillar Inc 149 New $362.75 $249,000 678 0.04% 249,000 678 0    Farm & Construction M...
   (RTX)1 Year Chart         RTX RTX Corp 154 New $101.02 $244,000 2,506 0.04% 244,000 2,506 0    Conglomerates
   (ROK)1 Year Chart         ROK Rockwell Automation Inc 159 New $271.22 $232,000 798 0.04% 232,000 798 0    Conglomerates
   (WFC)1 Year Chart         WFC Wells Fargo & Co 160 New $60.70 $229,000 3,946 0.04% 229,000 3,946 0    Domestic Money Center...
   (TSCO)1 Year Chart         TSCO Tractor Supply Co 164 New $284.04 $219,000 835 0.04% 219,000 835 0.001    Specialty Retail, Other
   (XLK)1 Year Chart         XLK SPDR Technology Sector 165 New $214.31 $217,000 1,044 0.04% 217,000 1,044 0.001    Closed - End Fund - E...
   (EQL)1 Year Chart         EQL ALPS ETF Trust 167 New $118.67 $216,000 1,830 0.04% 216,000 1,830 0.094    Closed - End Fund - Debt
   (LOW)1 Year Chart         LOW Lowes Companies Inc 168 New $229.17 $214,000 839 0.04% 214,000 839 0.049    Home Improvement Stores
   (ZBRA)1 Year Chart         ZBRA Zebra Technologies Corp 173 New $297.21 $212,000 703 0.04% 212,000 703 0.001    Computer Peripherals
   (APH)1 Year Chart         APH Amphenol Corp 177 New $133.36 $208,000 1,801 0.04% 208,000 1,801 0    Diversified Electronics
   (LEN)1 Year Chart         LEN Lennar Corp 175 New $163.67 $208,000 1,208 0.04% 208,000 1,208 0.001    Residential Construct...
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 176 New $219.95 $208,000 1,009 0.04% 208,000 1,009 0    Semiconductor Equipme...
   (AMP)1 Year Chart         AMP Ameriprise Financial Inc 179 New $433.10 $204,000 465 0.03% 204,000 465 0    Asset Management

      21 Records Found
  1    
Page 1 of 1
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