Titelia

Portfolio von Revolve Wealth Partners, LLC

206 gemeldete Positionen · zum 31.03.2026

Originalmeldung · Zehn größte Positionen: 51 % des Aktienteils

Aufteilung nach Branche

  • Technologie 8,0 %
  • Fonds 4,5 %
  • Finanzen 2,8 %
  • Gesundheit 2,4 %
  • Kommunikation 2,4 %
  • Zyklischer Konsum 1,5 %
  • Industrie 1,2 %
  • Basiskonsum 1,0 %
  • Energie 0,4 %
  • Versorger 0,3 %
  • Rohstoffe 0,1 %
  • Nicht zugeordnet 75,6 %

Einstufung von Titelia, Gesellschaft für Gesellschaft. Der nicht zugeordnete Anteil bleibt sichtbar.

Aufteilung nach Währung

  • USD 100,0 %

Die gemeldete Notierungswährung jeder Position.

Länderaufteilung

  • US 100,0 %

Anteile berechnet auf den Aktienteil.

RangLandPositionenWertAnteil
1US206672,2 Mio. $100,00 %

Positionen

RangGesellschaftStückeWertGewicht
101Uber Technologies Inc 7.969573.210 $
102Invesco RAFI US 1000 ETF 11.779559.856 $
103Caterpillar Inc 777550.776 $
104International Business Machines Corp. 2.246544.423 $
105AT&T Inc 18.280529.930 $
106Lennar Corp 6.101529.820 $
107iShares Russell Top 200 Growth 2.126529.034 $
108iShares Short-Term National Muni Bond ETF 4.954527.601 $
109Vanguard Value ETF 2.688527.388 $
110Honeywell International Inc 2.315523.336 $
111iShares Core MSCI Emerging Markets ETF 7.372514.230 $
112IDEXX Laboratories Inc 895502.892 $
113Gilead Sciences Inc 3.593500.690 $
114ONEOK Inc 5.502497.348 $
115Invesco RAFI Emerging Markets 18.217490.219 $
116Amphenol Corp 3.837484.807 $
117Schwab US Broad Market ETF 18.953475.719 $
118American Express Co 1.552469.506 $
119Applied Materials Inc 1.351461.758 $
120ServiceNow Inc 4.313450.924 $
121Rockwell Automation Inc 1.250448.534 $
122NextEra Energy Inc 4.817447.425 $
123Consolidated Edison Inc 3.870438.035 $
124Walt Disney Co/The 4.504434.064 $
125Verizon Communications Inc 8.599431.652 $
126Grayscale Bitcoin Trust ETF 7.993421.711 $
127PepsiCo Inc 2.682416.452 $
128Philip Morris International Inc. 2.510415.035 $
129TJX Cos Inc/The 2.596414.581 $
130iShares Russell 3000 ETF 1.113412.539 $
131Lam Research Corp 1.930412.387 $
132Duke Energy Corp 3.137410.734 $
133Dexcom Inc 6.244392.123 $
134Wells Fargo & Co 4.905390.495 $
135Abbott Laboratories 3.802390.395 $
136McDonald's Corp. 1.255390.053 $
137Intuit Inc 850367.523 $
138Mettler-Toledo International Inc 287361.964 $
139Danaher Corp 1.908361.759 $
140Avantis International Equity ETF 4.253360.825 $
141Capital One Financial Corp 1.954356.480 $
142Vanguard Large-Cap ETF 1.139340.434 $
143KLA Corp 229337.182 $
144Ishares Gold Trust 3.810335.890 $
145Vanguard Total Bond Market ETF 4.561335.881 $
146Wisdomtree Trust 8.331334.060 $
147Parker-Hannifin Corp 371332.157 $
148Avantis US Large Cap Value ETF 4.111331.388 $
149AppLovin Corp 828329.544 $
150Morgan Stanley 2.001329.355 $
151Insulet Corp 1.567328.819 $
152iShares Trust 3.360326.693 $
153Pfizer Inc 11.422320.744 $
154Blackrock Inc 330317.454 $
155Public Service Enterprise Group Inc 3.848311.479 $
156McKesson Corp 357308.939 $
157Arista Networks Inc 2.489305.599 $
158Bank of New York Mellon Corp/The 2.571305.017 $
159Emerson Electric Co. 2.315303.311 $
160Raymond James Financial Inc 2.078300.874 $
161Salesforce Inc 1.578294.565 $
162Adobe Inc 1.203292.425 $
163General Dynamics Corp 845290.021 $
164Citigroup Inc 2.535287.521 $
165Schwab Strategic Trust 9.337284.779 $
166Tapestry Inc 2.015284.337 $
167Lowe's Cos Inc 1.176277.983 $
168Thermo Fisher Scientific Inc 561275.518 $
169State Street Spdr Dow Jones Industrial Average Etf Trust 584270.597 $
170Welltower Inc 1.347266.315 $
171SPDR Gold Shares 609262.047 $
172Boeing Co/The 1.312261.224 $
173iShares Core S&P U.S. Growth ETF 1.684261.197 $
174Waste Management Inc 1.109254.906 $
175QUALCOMM Inc 1.940249.794 $
176Southern Co/The 2.523243.547 $
177Northrop Grumman Corp 354241.513 $
178F/m US Treasury 6 Month Bill E 4.765238.406 $
179Altria Group, Inc. 3.583236.437 $
180iShares Trust 663236.399 $
181Intel Corp 5.328235.125 $
182Bristol-Myers Squibb Co 3.845233.197 $
183Comcast Corp 8.052231.160 $
184Progressive Corp/The 1.159229.762 $
185Ross Stores Inc 1.037224.645 $
186CVS Health Corp 3.120224.085 $
187Ameriprise Financial Inc 504223.991 $
188Williams Cos Inc/The 3.019219.723 $
189General Motors Co 2.926218.004 $
190Union Pacific Corp 898217.964 $
191Kroger Co/The 3.011217.898 $
192Lockheed Martin Corp 359217.229 $
193ConocoPhillips 1.614213.067 $
194Allstate Corp/The 1.009209.227 $
195Charles Schwab Corp/The 2.179204.808 $
196DTE Energy Co 1.398204.434 $
197iShares ESG Aware MSCI EAFE ETF 2.134204.027 $
198Hartford Insurance Group Inc/The 1.504203.401 $
199Travelers Cos Inc/The 696203.080 $
200Veeva Systems Inc 1.155202.887 $