Portfolio (Quarterly)
Guide ↗
Revolve Wealth Partners, LLC
· CIK 0001808992| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | GEV | GE VERNOVA INC | Utilities | 751.0 | $882K | 0.09% | NEW | — | $1174.87 | -18.5% |
| 122 | COLB | COLUMBIA BKG SYS INC | Financial Services | 26,900.0 | $862K | 0.09% | NEW | — | $32.05 | -7.5% |
| 123 | CAT | CATERPILLAR INC | Industrials | 806.0 | $859K | 0.09% | NEW | — | $1065.46 | -22.9% |
| 124 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 5,745.0 | $842K | 0.09% | NEW | — | $146.63 | -0.3% |
| 125 | AME | AMETEK INC | Industrials | 3,419.0 | $827K | 0.09% | NEW | — | $241.94 | +3.6% |
| 126 | SHEL | SHELL PLC | Energy | 10,594.0 | $821K | 0.09% | NEW | — | $77.54 | +23.5% |
| 127 | CSX | CSX CORP | Industrials | 17,252.0 | $820K | 0.09% | NEW | — | $47.53 | -1.6% |
| 128 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 2,911.0 | $819K | 0.09% | NEW | — | $281.22 | -19.8% |
| 129 | CLH | CLEAN HARBORS INC | Industrials | 2,735.0 | $817K | 0.09% | NEW | — | $298.75 | +4.8% |
| 130 | ADI | ANALOG DEVICES INC | Technology | 2,036.0 | $809K | 0.08% | NEW | — | $397.17 | -0.9% |
| 131 | LIN | LINDE PLC | Basic Materials | 1,546.0 | $802K | 0.08% | NEW | — | $518.94 | -9.5% |
| 132 | RCL | ROYAL CARIBBEAN GROUP | Consumer Cyclical | 2,513.0 | $798K | 0.08% | NEW | — | $317.55 | -23.6% |
| 133 | NFLX | NETFLIX INC. | Communication Services | 11,143.0 | $796K | 0.08% | NEW | — | $71.40 | -0.4% |
| 134 | EEM | ISHARES TR | — | 11,568.0 | $791K | 0.08% | NEW | — | $68.41 | -0.6% |
| 135 | AVLV | AMERICAN CENTY ETF TR | — | 8,648.0 | $789K | 0.08% | NEW | — | $91.21 | +0.7% |
| 136 | CAH | CARDINAL HEALTH INC | Healthcare | 3,300.0 | $784K | 0.08% | NEW | — | $237.56 | -7.3% |
| 137 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 1,641.0 | $784K | 0.08% | NEW | — | $477.57 | -5.6% |
| 138 | ABT | ABBOTT LABORATORIES | Healthcare | 8,539.0 | $775K | 0.08% | NEW | — | $90.74 | +11.6% |
| 139 | AVDE | AMERICAN CENTY ETF TR | — | 8,618.0 | $769K | 0.08% | NEW | — | $89.20 | +2.9% |
| 140 | EFA | ISHARES TR | — | 7,346.0 | $763K | 0.08% | NEW | — | $103.88 | +1.6% |
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%