Portfolio (Quarterly)
Guide ↗
Revolve Wealth Partners, LLC
· CIK 0001808992| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | MTD | METTLER TOLEDO INTERNATIONAL | Healthcare | 287.0 | $367K | 0.04% | NEW | — | $1277.51 | +18.3% |
| 242 | BN | BROOKFIELD CORP | Financial Services | 8,583.0 | $366K | 0.04% | NEW | — | $42.59 | -13.4% |
| 243 | WDC | WESTERN DIGITAL CORP | Technology | 572.0 | $365K | 0.04% | NEW | — | $638.72 | -28.5% |
| 244 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 7,993.0 | $364K | 0.04% | NEW | — | $45.52 | +42.6% |
| 245 | EXR | EXTRA SPACE STORAGE INC | Real Estate | 2,471.0 | $359K | 0.04% | NEW | — | $145.32 | -8.2% |
| 246 | DIA | STATE STR SPDR DOW JONES IND | Financial Services | 685.0 | $358K | 0.04% | NEW | — | $522.64 | -1.0% |
| 247 | ADBE | ADOBE INC | Technology | 1,740.0 | $357K | 0.04% | NEW | — | $205.02 | +14.9% |
| 248 | BCO | BRINKS CO | Industrials | 3,751.0 | $354K | 0.04% | NEW | — | $94.49 | +13.0% |
| 249 | CRM | SALESFORCE INC | Technology | 2,254.0 | $353K | 0.04% | NEW | — | $156.66 | +49.4% |
| 250 | DHR | DANAHER CORP DEL | Healthcare | 1,846.0 | $352K | 0.04% | NEW | — | $190.48 | +17.9% |
| 251 | UBSI | UNITED BANKSHARES INC WEST V | Financial Services | 7,664.0 | $351K | 0.04% | NEW | — | $45.83 | +2.2% |
| 252 | ACA | ARCOSA INC | Industrials | 2,417.0 | $351K | 0.04% | NEW | — | $145.29 | +0.9% |
| 253 | T | AT&T INC | Communication Services | 16,805.0 | $348K | 0.04% | NEW | — | $20.70 | +22.7% |
| 254 | — | CRH PLC | — | 3,170.0 | $339K | 0.04% | NEW | — | $107.00 | — |
| 255 | NTAP | NETAPP INC | Technology | 2,191.0 | $339K | 0.04% | NEW | — | $154.77 | +30.0% |
| 256 | BLK | BLACKROCK INC | Financial Services | 350.0 | $337K | 0.04% | NEW | — | $961.82 | +12.9% |
| 257 | HSY | HERSHEY CO | Consumer Defensive | 1,914.0 | $336K | 0.04% | NEW | — | $175.45 | -5.2% |
| 258 | GD | GENERAL DYNAMICS CORP | Industrials | 933.0 | $331K | 0.03% | NEW | — | $354.24 | -4.9% |
| 259 | A | AGILENT TECHNOLOGIES INC | Healthcare | 2,406.0 | $320K | 0.03% | NEW | — | $132.83 | +30.1% |
| 260 | SYK | STRYKER CORPORATION | Healthcare | 1,015.0 | $320K | 0.03% | NEW | — | $314.84 | -13.5% |
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%