Latest Revolve Wealth Partners, LLC Stock Portfolio
$587Million
Equity Portfolio Value
Last Reported on: 15 Apr, 2024
About Revolve Wealth Partners, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Revolve Wealth Partners, LLC reported an equity portfolio of $518.7 Millions as of 31 Dec, 2023.
The top stock holdings of Revolve Wealth Partners, LLC are VOO, BOB, IBCE. The fund has invested 16.7% of it's portfolio in VANGUARD INDEX FDS and 5.2% of portfolio in EA SERIES TRUST.
The fund managers got completely rid off EQUINIX INC (EQIX), INVESCO EXCH TRD SLF IDX FD (BSAE) and WISDOMTREE TR (AGZD) stocks. They significantly reduced their stock positions in TESLA INC (TSLA), VANGUARD MUN BD FDS (VTEB) and ISHARES TR (AAXJ). Revolve Wealth Partners, LLC opened new stock positions in RBB FD INC (EERN), DIMENSIONAL ETF TRUST (DFAC) and NUSHARES ETF TR (NDVG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IBCE), WISDOMTREE TR (AGGY) and NUSHARES ETF TR (NDVG).
The top stock holdings of Revolve Wealth Partners, LLC are VOO, BOB, IBCE. The fund has invested 16.7% of it's portfolio in VANGUARD INDEX FDS and 5.2% of portfolio in EA SERIES TRUST.
The fund managers got completely rid off EQUINIX INC (EQIX), INVESCO EXCH TRD SLF IDX FD (BSAE) and WISDOMTREE TR (AGZD) stocks. They significantly reduced their stock positions in TESLA INC (TSLA), VANGUARD MUN BD FDS (VTEB) and ISHARES TR (AAXJ). Revolve Wealth Partners, LLC opened new stock positions in RBB FD INC (EERN), DIMENSIONAL ETF TRUST (DFAC) and NUSHARES ETF TR (NDVG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IBCE), WISDOMTREE TR (AGGY) and NUSHARES ETF TR (NDVG).
New Buys
| Ticker | $ Bought |
|---|---|
| SHOPIFY INC | 1,442,850 |
| RBB FD INC | 724,206 |
| AIRBNB INC | 515,335 |
| CSX CORP | 476,721 |
| ISHARES TR | 281,405 |
| VANGUARD WHITEHALL FDS | 272,107 |
| EATON CORP PLC | 254,834 |
| INTUIT | 248,950 |
New stocks bought by Revolve Wealth Partners, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES TR | 393 |
| WALMART INC | 216 |
| NUSHARES ETF TR | 74.06 |
| QUALCOMM INC | 50.85 |
| ISHARES TR | 45.63 |
| ORACLE CORP | 45.28 |
| AMERICAN CENTY ETF TR | 39.32 |
| DIMENSIONAL ETF TRUST | 39.17 |
Additions to existing portfolio by Revolve Wealth Partners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ISHARES TR | -20.83 |
| SCHWAB STRATEGIC TR | -17.83 |
| ISHARES TR | -16.65 |
| VANGUARD INDEX FDS | -13.79 |
| VERIZON COMMUNICATIONS INC | -12.97 |
| WISDOMTREE TR | -10.36 |
| ISHARES TR | -9.1 |
| TESLA INC | -8.49 |
Revolve Wealth Partners, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| LULULEMON ATHLETICA INC | -208,606 |
Revolve Wealth Partners, LLC got rid off the above stocks
Current Stock Holdings of Revolve Wealth Partners, LLC
Last Reported on: 15 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 1.78 | 61,085 | 10,474,900 | REDUCED | -1.66 | |
| AAXJ | ISHARES TR | 2.11 | 114,983 | 12,372,200 | ADDED | 2.68 | |
| AAXJ | ISHARES TR | 0.82 | 46,474 | 4,823,540 | REDUCED | -16.65 | |
| AAXJ | ISHARES TR | 0.25 | 27,053 | 1,471,660 | REDUCED | -1.9 | |
| AAXJ | ISHARES TR | 0.24 | 14,290 | 1,440,620 | ADDED | 5.61 | |
| AAXJ | ISHARES TR | 0.17 | 18,868 | 1,015,290 | ADDED | 13.97 | |
| AAXJ | ISHARES TR | 0.14 | 7,877 | 824,958 | UNCHANGED | 0.00 | |
| ABBV | ABBVIE INC | 0.10 | 3,083 | 561,412 | ADDED | 10.07 | |
| ABNB | AIRBNB INC | 0.09 | 3,124 | 515,335 | NEW | ||
| ABT | ABBOTT LABS | 0.04 | 1,956 | 222,319 | ADDED | 6.3 | |
| ACES | ALPS ETF TR | 0.04 | 1,830 | 215,922 | NEW | ||
| ACN | ACCENTURE PLC IRELAND | 0.04 | 763 | 264,463 | ADDED | 7.16 | |
| ADBE | ADOBE INC | 0.12 | 1,394 | 703,412 | ADDED | 13.7 | |
| ADI | ANALOG DEVICES INC | 0.04 | 1,067 | 211,042 | ADDED | 1.62 | |
| AEMB | AMERICAN CENTY ETF TR | 1.54 | 96,420 | 9,035,490 | ADDED | 4.72 | |
| AEMB | AMERICAN CENTY ETF TR | 0.13 | 13,036 | 742,110 | ADDED | 39.32 | |
| AGG | ISHARES TR | 1.68 | 18,793 | 9,879,920 | REDUCED | -0.53 | |
| AGG | ISHARES TR | 0.42 | 22,461 | 2,482,380 | ADDED | 0.36 | |
| AGG | ISHARES TR | 0.41 | 7,101 | 2,393,390 | REDUCED | -2.51 | |
| AGG | ISHARES TR | 0.40 | 11,018 | 2,317,060 | ADDED | 0.04 | |
| AGG | ISHARES TR | 0.37 | 35,793 | 2,174,070 | ADDED | 393 | |
| AGG | ISHARES TR | 0.14 | 7,375 | 841,783 | ADDED | 2.6 | |
| AGG | ISHARES TR | 0.14 | 6,315 | 791,459 | ADDED | 2.92 | |
| AGG | ISHARES TR | 0.10 | 13,509 | 554,950 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.09 | 5,312 | 520,302 | REDUCED | -9.1 | |
| AGG | ISHARES TR | 0.06 | 2,985 | 349,922 | ADDED | 17.29 | |
| AGG | ISHARES TR | 0.06 | 1,106 | 331,888 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.05 | 977 | 281,405 | NEW | ||
| AGG | ISHARES TR | 0.04 | 1,972 | 266,338 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.04 | 2,416 | 220,460 | REDUCED | -7.4 | |
| AGG | ISHARES TR | 0.04 | 1,804 | 213,395 | REDUCED | -1.15 | |
| AGT | ISHARES TR | 0.06 | 4,007 | 320,169 | REDUCED | -20.83 | |
| AGZD | WISDOMTREE TR | 2.68 | 218,300 | 15,759,100 | REDUCED | -0.42 | |
| AMAT | APPLIED MATLS INC | 0.04 | 1,009 | 208,086 | NEW | ||
| AMD | ADVANCED MICRO DEVICES INC | 0.22 | 7,281 | 1,314,230 | ADDED | 0.87 | |
| AMGN | AMGEN INC | 0.84 | 17,359 | 4,935,510 | REDUCED | -0.54 | |
| AMP | AMERIPRISE FINL INC | 0.04 | 465 | 203,875 | NEW | ||
| AMZN | AMAZON COM INC | 1.28 | 41,616 | 7,506,630 | ADDED | 1.6 | |
| AOA | ISHARES TR | 0.07 | 2,126 | 414,783 | UNCHANGED | 0.00 | |
| APD | AIR PRODS & CHEMS INC | 0.08 | 2,037 | 493,504 | REDUCED | -1.88 | |
| APH | AMPHENOL CORP NEW | 0.04 | 1,801 | 207,746 | NEW | ||
| AVGO | BROADCOM INC | 0.16 | 725 | 961,032 | ADDED | 27.19 | |
| AXP | AMERICAN EXPRESS CO | 0.05 | 1,304 | 296,908 | ADDED | 6.97 | |
| BA | BOEING CO | 0.04 | 1,179 | 227,606 | ADDED | 1.29 | |
| BAC | BANK AMERICA CORP | 0.08 | 12,897 | 489,051 | ADDED | 0.56 | |
| BIL | SPDR SER TR | 4.06 | 927,730 | 23,833,400 | ADDED | 17.3 | |
| BIL | SPDR SER TR | 2.79 | 352,025 | 16,362,100 | ADDED | 14.37 | |
| BIL | SPDR SER TR | 0.22 | 23,702 | 1,264,270 | UNCHANGED | 0.00 | |
| BIL | SPDR SER TR | 0.06 | 2,856 | 374,821 | UNCHANGED | 0.00 | |
| BLDG | CAMBRIA ETF TR | 3.37 | 269,955 | 19,779,600 | ADDED | 3.19 | |
| BNDX | VANGUARD CHARLOTTE FDS | 0.05 | 5,639 | 277,404 | ADDED | 0.05 | |
| BOB | EA SERIES TRUST | 5.20 | 1,130,760 | 30,508,000 | ADDED | 4.24 | |
| BOB | EA SERIES TRUST | 3.65 | 362,555 | 21,430,600 | ADDED | 2.03 | |
| BOB | EA SERIES TRUST | 3.27 | 661,548 | 19,183,900 | ADDED | 2.43 | |
| BSAE | INVESCO EXCH TRD SLF IDX FD | 0.11 | 30,971 | 649,461 | UNCHANGED | 0.00 | |
| BSAE | INVESCO EXCH TRD SLF IDX FD | 0.07 | 21,472 | 438,663 | UNCHANGED | 0.00 | |
| BUZZ | VANECK ETF TRUST | 1.51 | 170,211 | 8,895,210 | ADDED | 2.88 | |
| BX | BLACKSTONE INC | 0.12 | 5,231 | 687,196 | ADDED | 6.6 | |
| CAT | CATERPILLAR INC | 0.04 | 678 | 248,559 | NEW | ||
| CL | COLGATE PALMOLIVE CO | 0.42 | 27,160 | 2,445,760 | REDUCED | -2.48 | |
| CMCSA | COMCAST CORP NEW | 0.07 | 9,507 | 412,122 | ADDED | 1.53 | |
| CMG | CHIPOTLE MEXICAN GRILL INC | 0.05 | 103 | 299,397 | UNCHANGED | 0.00 | |
| COST | COSTCO WHSL CORP NEW | 0.12 | 996 | 729,699 | ADDED | 13.7 | |
| CRM | SALESFORCE INC | 0.10 | 1,898 | 571,640 | ADDED | 5.09 | |
| CSCO | CISCO SYS INC | 0.05 | 5,882 | 293,585 | ADDED | 16.59 | |
| CSX | CSX CORP | 0.08 | 12,860 | 476,721 | NEW | ||
| CVS | CVS HEALTH CORP | 0.04 | 3,033 | 241,914 | ADDED | 0.33 | |
| CVX | CHEVRON CORP NEW | 0.09 | 3,204 | 505,382 | ADDED | 5.53 | |
| DFAC | DIMENSIONAL ETF TRUST | 0.22 | 37,903 | 1,276,200 | ADDED | 39.17 | |
| DFAC | DIMENSIONAL ETF TRUST | 0.12 | 22,360 | 673,036 | ADDED | 0.86 | |
| DIA | SPDR DOW JONES INDL AVERAGE | 0.04 | 589 | 234,161 | ADDED | 0.17 | |
| DIS | DISNEY WALT CO | 0.10 | 4,955 | 606,279 | ADDED | 5.02 | |
| DMXF | ISHARES TR | 0.12 | 10,619 | 723,472 | ADDED | 39.03 | |
| DUK | DUKE ENERGY CORP NEW | 0.05 | 3,264 | 315,677 | ADDED | 1.59 | |
| DXCM | DEXCOM INC | 0.05 | 2,215 | 307,221 | ADDED | 3.22 | |
| ED | CONSOLIDATED EDISON INC | 0.05 | 3,291 | 298,867 | ADDED | 6.44 | |
| EERN | RBB FD INC | 3.81 | 447,118 | 22,369,300 | REDUCED | -2.31 | |
| EERN | RBB FD INC | 0.12 | 14,452 | 724,206 | NEW | ||
| EERN | RBB FD INC | 0.05 | 5,701 | 274,161 | UNCHANGED | 0.00 | |
| EERN | RBB FD INC | 0.05 | 5,593 | 273,917 | UNCHANGED | 0.00 | |
| EERN | RBB FD INC | 0.04 | 4,403 | 213,543 | UNCHANGED | 0.00 | |
| EMR | EMERSON ELEC CO | 0.04 | 2,043 | 231,717 | NEW | ||
| ETN | EATON CORP PLC | 0.04 | 815 | 254,834 | NEW | ||
| FNDA | SCHWAB STRATEGIC TR | 2.47 | 371,480 | 14,495,100 | REDUCED | -17.83 | |
| FNDA | SCHWAB STRATEGIC TR | 2.20 | 281,529 | 12,950,300 | ADDED | 3.62 | |
| FNDA | SCHWAB STRATEGIC TR | 1.88 | 119,012 | 11,034,800 | ADDED | 0.52 | |
| FNDA | SCHWAB STRATEGIC TR | 1.86 | 176,001 | 10,922,600 | REDUCED | -0.09 | |
| FNDA | SCHWAB STRATEGIC TR | 0.56 | 40,248 | 3,277,360 | REDUCED | -2.58 | |
| FNDA | SCHWAB STRATEGIC TR | 0.42 | 50,429 | 2,483,140 | REDUCED | -0.47 | |
| FNDA | SCHWAB STRATEGIC TR | 0.37 | 27,078 | 2,183,310 | REDUCED | -0.28 | |
| FNDA | SCHWAB STRATEGIC TR | 0.10 | 7,507 | 570,414 | REDUCED | -2.61 | |
| FNDA | SCHWAB STRATEGIC TR | 0.07 | 7,241 | 442,086 | REDUCED | -0.15 | |
| FNDA | SCHWAB STRATEGIC TR | 0.06 | 12,462 | 345,945 | ADDED | 1.54 | |
| GD | GENERAL DYNAMICS CORP | 0.04 | 878 | 248,026 | ADDED | 5.66 | |
| GE | GENERAL ELECTRIC CO | 0.05 | 1,680 | 294,890 | ADDED | 0.24 | |
| GILD | GILEAD SCIENCES INC | 0.04 | 3,505 | 256,716 | REDUCED | -2.83 | |
| GOOG | ALPHABET INC | 0.37 | 14,510 | 2,189,930 | ADDED | 3.35 | |
| GOOG | ALPHABET INC | 0.27 | 10,250 | 1,560,660 | ADDED | 7.86 | |
| GS | GOLDMAN SACHS GROUP INC | 0.05 | 715 | 298,654 | ADDED | 6.72 | |
| HD | HOME DEPOT INC | 0.17 | 2,577 | 988,536 | ADDED | 9.01 | |
| HON | HONEYWELL INTL INC | 0.05 | 1,435 | 294,548 | REDUCED | -1.64 | |
| IBCE | ISHARES TR | 6.36 | 502,840 | 37,320,800 | ADDED | 45.63 | |
| IBCE | ISHARES TR | 0.43 | 37,553 | 2,548,320 | REDUCED | -1.55 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 0.05 | 1,649 | 314,837 | ADDED | 11.87 | |
| INTC | INTEL CORP | 0.07 | 8,951 | 395,366 | ADDED | 21.01 | |
| INTU | INTUIT | 0.04 | 383 | 248,950 | NEW | ||
| ISRG | INTUITIVE SURGICAL INC | 0.08 | 1,152 | 459,752 | ADDED | 1.32 | |
| JAMF | WISDOMTREE TR | 2.07 | 318,721 | 12,130,500 | ADDED | 22.01 | |
| JAMF | WISDOMTREE TR | 0.06 | 12,187 | 359,039 | REDUCED | -10.36 | |
| JNJ | JOHNSON & JOHNSON | 0.18 | 6,746 | 1,067,220 | ADDED | 2.2 | |
| JPM | JPMORGAN CHASE & CO | 0.39 | 11,354 | 2,274,130 | ADDED | 1.87 | |
| KO | COCA COLA CO | 0.08 | 7,705 | 471,379 | ADDED | 3.72 | |
| LEN | LENNAR CORP | 0.04 | 1,208 | 207,752 | NEW | ||
| LIN | LINDE PLC | 0.06 | 693 | 321,774 | ADDED | 4.21 | |
| LLY | ELI LILLY & CO | 0.18 | 1,392 | 1,082,920 | ADDED | 7.41 | |
| LOW | LOWES COS INC | 0.04 | 839 | 213,718 | NEW | ||
| LULU | LULULEMON ATHLETICA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MA | MASTERCARD INCORPORATED | 0.38 | 4,591 | 2,210,940 | ADDED | 2.32 | |
| MCD | MCDONALDS CORP | 0.09 | 1,899 | 535,428 | ADDED | 0.64 | |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 0.38 | 4,033 | 2,243,960 | ADDED | 2.31 | |
| META | META PLATFORMS INC | 0.70 | 8,528 | 4,141,050 | REDUCED | -1.36 | |
| MRK | MERCK & CO INC | 0.11 | 4,733 | 624,513 | ADDED | 5.04 | |
| MSFT | MICROSOFT CORP | 1.69 | 23,588 | 9,923,930 | ADDED | 4.59 | |
| MU | MICRON TECHNOLOGY INC | 0.13 | 6,582 | 775,952 | ADDED | 1.51 | |
| NDVG | NUSHARES ETF TR | 0.26 | 19,592 | 1,494,470 | ADDED | 7.6 | |
| NDVG | NUSHARES ETF TR | 0.16 | 25,006 | 971,732 | ADDED | 74.06 | |
| NDVG | NUSHARES ETF TR | 0.14 | 19,717 | 820,014 | ADDED | 23.08 | |
| NDVG | NUSHARES ETF TR | 0.13 | 17,428 | 775,180 | ADDED | 6.22 | |
| NDVG | NUSHARES ETF TR | 0.12 | 19,675 | 672,893 | ADDED | 10.55 | |
| NEE | NEXTERA ENERGY INC | 0.05 | 4,431 | 283,185 | ADDED | 16.88 | |
| NFLX | NETFLIX INC | 0.10 | 942 | 571,903 | ADDED | 14.46 | |
| NOVT | NOVANTA INC | 0.04 | 1,221 | 213,394 | UNCHANGED | 0.00 | |
| NOW | SERVICENOW INC | 0.12 | 951 | 725,042 | ADDED | 1.06 | |
| NVDA | NVIDIA CORPORATION | 1.19 | 7,750 | 7,002,530 | ADDED | 10.24 | |
| ORCL | ORACLE CORP | 0.11 | 5,015 | 629,945 | ADDED | 45.28 | |
| PEP | PEPSICO INC | 0.06 | 2,027 | 354,831 | ADDED | 1.55 | |
| PFE | PFIZER INC | 0.09 | 17,945 | 497,974 | REDUCED | -6.13 | |
| PG | PROCTER AND GAMBLE CO | 0.18 | 6,487 | 1,052,480 | ADDED | 2.33 | |
| PLD | PROLOGIS INC. | 0.04 | 1,627 | 211,868 | ADDED | 3.96 | |
| PYPL | PAYPAL HLDGS INC | 0.03 | 2,962 | 198,424 | ADDED | 2.00 | |
| QCOM | QUALCOMM INC | 0.07 | 2,305 | 390,249 | ADDED | 50.85 | |
| QQQ | INVESCO QQQ TR | 0.38 | 4,979 | 2,210,820 | ADDED | 6.64 | |
| RJF | RAYMOND JAMES FINL INC | 0.05 | 2,107 | 270,581 | ADDED | 0.62 | |
| ROK | ROCKWELL AUTOMATION INC | 0.04 | 798 | 232,481 | NEW | ||
| RTX | RTX CORPORATION | 0.04 | 2,506 | 244,421 | NEW | ||
| SHOP | SHOPIFY INC | 0.25 | 18,697 | 1,442,850 | NEW | ||
| SPHD | INVESCO EXCH TRADED FD TR II | 0.75 | 243,351 | 4,411,960 | ADDED | 2.28 | |
| SPY | SPDR S&P 500 ETF TR | 0.55 | 6,197 | 3,241,350 | ADDED | 16.59 | |
| T | AT&T INC | 0.04 | 11,633 | 204,739 | NEW | ||
| TMO | THERMO FISHER SCIENTIFIC INC | 0.04 | 433 | 251,385 | ADDED | 14.55 | |
| TSCO | TRACTOR SUPPLY CO | 0.04 | 835 | 218,536 | NEW | ||
| TSLA | TESLA INC | 0.14 | 4,590 | 806,924 | REDUCED | -8.49 | |
| UBER | UBER TECHNOLOGIES INC | 0.20 | 15,432 | 1,188,110 | ADDED | 1.4 | |
| UNH | UNITEDHEALTH GROUP INC | 0.34 | 4,081 | 2,018,700 | REDUCED | -1.26 | |
| UNP | UNION PAC CORP | 0.04 | 1,002 | 246,433 | ADDED | 5.58 | |
| V | VISA INC | 0.42 | 8,919 | 2,489,120 | ADDED | 2.81 | |
| VEA | VANGUARD TAX-MANAGED FDS | 0.53 | 62,544 | 3,137,820 | ADDED | 3.77 | |
| VEEV | VEEVA SYS INC | 0.04 | 1,056 | 244,665 | ADDED | 0.86 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 0.10 | 3,274 | 597,835 | REDUCED | -2.88 | |
| VIGI | VANGUARD WHITEHALL FDS | 0.05 | 2,249 | 272,107 | NEW | ||
| VOO | VANGUARD INDEX FDS | 16.12 | 364,219 | 94,660,500 | REDUCED | -0.06 | |
| VOO | VANGUARD INDEX FDS | 0.80 | 13,565 | 4,669,070 | REDUCED | -1.58 | |
| VOO | VANGUARD INDEX FDS | 0.49 | 11,597 | 2,897,520 | REDUCED | -1.34 | |
| VOO | VANGUARD INDEX FDS | 0.39 | 9,933 | 2,270,670 | ADDED | 4.31 | |
| VOO | VANGUARD INDEX FDS | 0.35 | 4,252 | 2,043,810 | ADDED | 2.43 | |
| VOO | VANGUARD INDEX FDS | 0.19 | 7,250 | 1,130,380 | ADDED | 3.42 | |
| VOO | VANGUARD INDEX FDS | 0.11 | 2,661 | 627,437 | ADDED | 6.61 | |
| VOO | VANGUARD INDEX FDS | 0.04 | 1,482 | 241,359 | REDUCED | -13.79 | |
| VRTX | VERTEX PHARMACEUTICALS INC | 0.06 | 800 | 334,323 | ADDED | 3.36 | |
| VTEB | VANGUARD MUN BD FDS | 0.17 | 20,174 | 1,020,800 | ADDED | 8.8 | |
| VXUS | VANGUARD STAR FDS | 0.62 | 60,765 | 3,664,110 | ADDED | 1.76 | |
| VZ | VERIZON COMMUNICATIONS INC | 0.05 | 6,808 | 285,653 | REDUCED | -12.97 | |
| WFC | WELLS FARGO CO NEW | 0.04 | 3,946 | 228,710 | NEW | ||
| WM | WASTE MGMT INC DEL | 0.07 | 1,860 | 396,471 | ADDED | 1.64 | |
| WMT | WALMART INC | 0.09 | 8,310 | 500,032 | ADDED | 216 | |
| XLB | SELECT SECTOR SPDR TR | 0.04 | 2,612 | 246,636 | ADDED | 3.28 | |
| XLB | SELECT SECTOR SPDR TR | 0.04 | 1,044 | 217,434 | NEW | ||
| XOM | EXXON MOBIL CORP | 0.14 | 6,986 | 812,028 | REDUCED | -0.24 | |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | 0.04 | 703 | 211,912 | NEW | ||
| ZTS | ZOETIS INC | 0.04 | 1,284 | 217,266 | ADDED | 0.23 | |
| BERKSHIRE HATHAWAY INC DEL | 0.42 | 5,891 | 2,477,140 | ADDED | 5.18 | ||
| KENVUE INC | 0.05 | 13,665 | 293,251 | ADDED | 1.29 |