Portfolio Holdings & Fund Performance - Revolve Wealth Partners LLC

List of top 200 securities held by Revolve Wealth Partners LLC:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2025Q1
Report Date Time: 2025-04-14 10:46:27
Total Holdings: 219
Assets Under Management (AUM) :
$688,474,176 ($688.47M)
Reporting Manager: Logan M. Trenz
Address:

411 Hackensack Avenue
Suite 1005
Hackensack, NJ 047601

Since : total money flow = , gains and losses =

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