Portfolio (Quarterly)
Guide ↗
Revolve Wealth Partners, LLC
· CIK 0001808992| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 301 | XLK | SELECT SECTOR SPDR TR | — | 1,282.0 | $244K | 0.03% | NEW | — | $190.54 | +3.0% |
| 302 | PWR | QUANTA SVCS INC | Industrials | 339.0 | $244K | 0.03% | NEW | — | $720.04 | -9.8% |
| 303 | WM | WASTE MGMT INC DEL | Industrials | 1,093.0 | $244K | 0.03% | NEW | — | $222.94 | -7.2% |
| 304 | CMI | CUMMINS INC | Industrials | 341.0 | $243K | 0.03% | NEW | — | $713.37 | -26.4% |
| 305 | WPC | WP CAREY INC | Real Estate | 3,398.0 | $243K | 0.03% | NEW | — | $71.51 | -7.6% |
| 306 | ICUI | ICU MED INC | Healthcare | 1,657.0 | $243K | 0.03% | NEW | — | $146.60 | +12.5% |
| 307 | AMP | AMERIPRISE FINL INC | Financial Services | 529.0 | $243K | 0.03% | NEW | — | $458.79 | +7.5% |
| 308 | TT | TRANE TECHNOLOGIES PLC | Industrials | 494.0 | $243K | 0.03% | NEW | — | $491.16 | -7.5% |
| 309 | MO | ALTRIA GROUP INC | Consumer Defensive | 3,369.0 | $242K | 0.03% | NEW | — | $71.94 | -4.4% |
| 310 | PODD | INSULET CORP | Healthcare | 1,586.0 | $241K | 0.03% | NEW | — | $152.25 | -10.6% |
| 311 | XBIL | RBB FD INC | — | 4,797.0 | $240K | 0.03% | NEW | — | $50.00 | +0.2% |
| 312 | WLY | WILEY JOHN & SONS INC | Communication Services | 4,930.0 | $239K | 0.03% | NEW | — | $48.51 | -2.0% |
| 313 | VXF | VANGUARD INDEX FDS | — | 966.0 | $238K | 0.03% | NEW | — | $246.15 | -4.5% |
| 314 | LOW | LOWES COS INC | Consumer Cyclical | 1,073.0 | $236K | 0.03% | NEW | — | $220.40 | -14.1% |
| 315 | LFUS | LITTELFUSE INC | Technology | 515.0 | $234K | 0.02% | NEW | — | $455.33 | -5.7% |
| 316 | GM | GENERAL MTRS CO | Consumer Cyclical | 3,040.0 | $234K | 0.02% | NEW | — | $77.09 | +7.2% |
| 317 | DTE | DTE ENERGY CO | Utilities | 1,519.0 | $231K | 0.02% | NEW | — | $152.39 | -20.3% |
| 318 | DE | DEERE & CO | Industrials | 364.0 | $231K | 0.02% | NEW | — | $634.41 | +8.8% |
| 319 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 3,987.0 | $230K | 0.02% | NEW | — | $57.62 | +9.1% |
| 320 | EMB | ISHARES TR | — | 2,365.0 | $228K | 0.02% | NEW | — | $96.44 | -4.4% |
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%