REVOLVE WEALTH PARTNERS, LLC Top 13F Holdings
Revolve Wealth Partners is a large advisory firm with 624 clients and discretionary assets under management (AUM) of $1,039,771,891 (Form ADV from 2024-09-04). Their last reported 13F filing for Q4 2024 included $695,389,378 in managed 13F securities and a top 10 holdings …
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REVOLVE WEALTH PARTNERS, LLC Top 13F Holdings
3 weeks from now
Revolve Wealth Partners is a large advisory firm with 624 clients and discretionary assets under management (AUM) of $1,039,771,891 (Form ADV from 2024-09-04). Their last reported 13F filing for Q4 2024 included $695,389,378 in managed 13F securities and a top 10 holdings …
whalewisdom.com
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Revolve Wealth Partners, LLC 13F Filings
3 weeks from now
Revolve Wealth Partners, LLC reported 222 holdings with total value $695 M as of Q4 2024. Top holdings included VTI, IEFA, IVAL, HYMB, and TBIL. Revolve Wealth Partners, LLC 13F …
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Revolve Wealth Partners, Llc 13F Filings - Sensamarket.com
3 weeks from now
Revolve Wealth Partners, Llc reported 193 holdings with total value $656.49M as of Q3 2024. Top holdings included VTI, IEFA, IVAL, SPDR SER TR
sensamarket.com
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Revolve Wealth Partners, LLC Q1 2024 13F Top Portfolio Holdings
3 weeks from now
Jan 12, 2024 · Revolve Wealth Partners, LLC reported 186 holdings with total value $587 M as of Q1 2024. Top holdings included VTI, IEFA, IVAL, HYMB, and TBIL. Revolve Wealth Partners, …
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Revolve Wealth Partners, LLC Q3 2024 13F Top Portfolio Holdings
3 weeks from now
Oct 18, 2024 · Revolve Wealth Partners, LLC reported 193 holdings with total value $656 M as of Q3 2024. Top holdings included VTI, IEFA, IVAL, HYMB, and TBIL. Revolve Wealth Partners, …
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Revolve Wealth Partners 13F Filings And Top Holdings And Stakes
3 weeks from now
Latest statistics and disclosures from Revolve Wealth Partners's latest quarterly 13F-HR filing: . Top 5 stock holdings are VTI, IEFA, IVAL, HYMB, TBIL, and represent 35.10% of Revolve …
stockzoa.com
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Summit Wealth Partners LLC Has $19.04 Million Holdings In
3 weeks from now
47 minutes ago · Summit Wealth Partners LLC trimmed its position in Invesco QQQ (NASDAQ:QQQ - Free Report) by 3.5% in the fourth quarter, according to its most recent 13F …
marketbeat.com
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PARTNERS WEALTH MANAGEMENT, LLC Top 13F Holdings
3 weeks from now
Partners Wealth Management is based out of Carmel By The Sea. Their last reported 13F filing for Q4 2024 included $87,904,498 in managed 13F securities and a top 10 holdings …
whalewisdom.com
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Tyche Wealth Partners LLC Decreases Stake In Chevron Co
3 weeks from now
12 hours ago · Tyche Wealth Partners LLC lowered its position in Chevron Co. (NYSE:CVX - Free Report) by 6.1% in the fourth quarter, according to its most recent Form 13F filing with the …
marketbeat.com
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Tyche Wealth Partners LLC Grows Position In Texas Instruments ...
3 weeks from now
12 hours ago · Tyche Wealth Partners LLC increased its position in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 23.6% during the fourth quarter, according to …
marketbeat.com
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BLUESTEM WEALTH PARTNERS, LLC Top 13F Holdings
3 weeks from now
Dec 31, 2024 · Bluestem Wealth Partners is based out of Minnetonka. Their last reported 13F filing for Q4 2024 included $761,715,407 in managed 13F securities and a top 10 holdings …
whalewisdom.com
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Revolve Wealth Partners, LLC Q2 2024 13F Top Portfolio Holdings
3 weeks from now
Revolve Wealth Partners, LLC reported 179 holdings with total value $608 M as of Q2 2024. Top holdings included VTI, IEFA, IVAL, HYMB, and TBIL. Revolve Wealth Partners, LLC Q2 2024 …
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Revolve Wealth Partners, LLC Q3 2022 13F Top Portfolio Holdings
3 weeks from now
Revolve Wealth Partners, LLC reported 132 holdings with total value $299 M as of Q3 2022. Top holdings included DLN, SCHX, SCHG, IVAL, and SCHF. Revolve Wealth Partners, LLC Q3 …
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Abbott Laboratories (NYSE:ABT) Holdings Lifted By Tyche Wealth …
3 weeks from now
12 hours ago · Tyche Wealth Partners LLC increased its stake in Abbott Laboratories (NYSE:ABT - Free Report) by 61.1% in the 4th quarter, according to its most recent Form 13F filing with …
marketbeat.com
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PRASAD WEALTH PARTNERS, LLC Top 13F Holdings
3 weeks from now
Dec 31, 2024 · Prasad Wealth Partners is based out of Independence. Their last reported 13F filing for Q4 2024 included $309,079,819 in managed 13F securities and a top 10 holdings …
whalewisdom.com
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Tyche Wealth Partners LLC Grows Holdings In McDonald's Co
3 weeks from now
12 hours ago · Tyche Wealth Partners LLC increased its position in shares of McDonald's Co. (NYSE:MCD - Free Report) by 36.6% during the 4th quarter, according to the company in its …
marketbeat.com
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