Revolve-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "PINS",
  "RJF",
  "HUM",
  "MU",
  "FNDF",
  "FNDA",
  "ACN",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "APD",
  null,
  null,
  null,
  "GOOGL",
  "PXF",
  "AXP",
  null,
  "AIG",
  "T",
  null,
  null,
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  null,
  "BSX",
  "DUK",
  null,
  null,
  "GD",
  "GILD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  null,
  "UNP",
  "QCOM",
  "ISRG",
  "HUBS",
  "EMR",
  null,
  "BKNG",
  "MUB",
  "META",
  "OCEA",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWS",
  "LIN",
  null,
  "MA",
  "PODD",
  "MSFT",
  "MS",
  "TMUS",
  "EQIX",
  "GE",
  null,
  "DLN",
  "BX",
  "AMP",
  "IJR",
  "EFG",
  "ORCL",
  "OKE",
  "EEM",
  "IWF",
  "PEP",
  "PGR",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "KVUE",
  null,
  null,
  "FNDX",
  null,
  "ROK",
  "IEFA",
  "SPGI",
  null,
  "SCHX",
  null,
  "NOW",
  "SHOP",
  "RTX",
  null,
  null,
  "IBM",
  "SBUX",
  "TXN",
  "TMO",
  "TJX",
  "TRV",
  "UBER",
  "UPS",
  "VO",
  "VV",
  "VOE",
  "VWO",
  null,
  null,
  "IWV",
  null,
  "PRF",
  "VIG",
  null,
  "PEV",
  "TSCO",
  "MTD",
  "VYM",
  "APH",
  "AMD",
  "WM",
  "IWP",
  "IWR",
  null,
  "IDXX",
  "PEG",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  null,
  null,
  null,
  "VUG",
  "VEA",
  "VXUS",
  "BNDX",
  "VTEB",
  "BND",
  "VOT",
  "VB",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  "WMT",
  "WFC",
  null,
  null,
  null,
  "ZBRA",
  "IUSG",
  null,
  null,
  "SCHD",
  "SCHG",
  null,
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  "SCHA",
  null,
  "SO",
  "CRM",
  "DIA",
  "IXUS",
  null,
  "MELI",
  "BAC",
  "BK",
  "BRK-B",
  "BA",
  "BLND",
  "CVX",
  "CB",
  "CMG",
  "CSCO",
  "KO",
  "CMCSA",
  "CL",
  "COMP",
  "ED",
  "COST",
  "CRWD",
  "CSX",
  "DHR",
  "DXCM",
  null,
  "EFA",
  "ADI",
  "IWB",
  "NEE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 225
Total Value: 691411603
Accession Number: 0001667731-25-000418
Form Type: 13F-HR
CIK: revolve-wealth-partners
Manager Name: Revolve-Wealth-Partners

Data Enrichment

77% identified

173 identified52 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

225 positions • $691.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46138J825

Shares:12.2K

Value:$251.9K

% of Portfolio:0.0% ($251.9K/$691.4M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:2.5K

Value:$251.9K

% of Portfolio:0.0% ($251.9K/$691.4M)

UNION PACIFIC CORP

UNP|907818108

Shares:1.1K

Value:$251.4K

% of Portfolio:0.0% ($251.4K/$691.4M)

Bank of New York Mellon Corp

BK|064058100

Shares:2.9K

Value:$246.2K

% of Portfolio:0.0% ($246.2K/$691.4M)

AppLovin Corp

APP|03831W108

Shares:918

Value:$243.2K

% of Portfolio:0.0% ($243.2K/$691.4M)

921937835

BND|921937835

Shares:3.3K

Value:$242.3K

% of Portfolio:0.0% ($242.3K/$691.4M)

Parker-Hannifin Corp

PH|701094104

Shares:398

Value:$241.9K

% of Portfolio:0.0% ($241.9K/$691.4M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:902

Value:$238.6K

% of Portfolio:0.0% ($238.6K/$691.4M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:2.2K

Value:$238.5K

% of Portfolio:0.0% ($238.5K/$691.4M)

74933W494

Shares:4.8K

Value:$238.3K

% of Portfolio:0.0% ($238.3K/$691.4M)

Chubb Ltd

CB|H1467J104

Shares:789

Value:$238.3K

% of Portfolio:0.0% ($238.3K/$691.4M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:567

Value:$237.9K

% of Portfolio:0.0% ($237.9K/$691.4M)

74933W486

Shares:4.9K

Value:$237.6K

% of Portfolio:0.0% ($237.6K/$691.4M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:4.7K

Value:$237.6K

% of Portfolio:0.0% ($237.6K/$691.4M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:477

Value:$237.1K

% of Portfolio:0.0% ($237.1K/$691.4M)

T-Mobile US, Inc.

TMUS|872590104

Shares:882

Value:$235.4K

% of Portfolio:0.0% ($235.4K/$691.4M)

SOUTHERN CO

SO|842587107

Shares:2.6K

Value:$235.2K

% of Portfolio:0.0% ($235.2K/$691.4M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:857

Value:$233.6K

% of Portfolio:0.0% ($233.6K/$691.4M)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:900

Value:$232.5K

% of Portfolio:0.0% ($232.5K/$691.4M)

MERCADOLIBRE INC

MELI|58733R102

Shares:118

Value:$230.2K

% of Portfolio:0.0% ($230.2K/$691.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138J825)✕	12.2K	QoQ 0.00% (+0) YoY -43.27% (-9.3K)	All Managers (Combined)	$251.9K	0.0% ($251.9K/$691.4M)	QoQ +0.14% (+$365) YoY -42.57% (-$186.8K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$251.9K	0.0% ($251.9K/$691.4M)	QoQ NEW(+$251.9K) YoY NEW(+$251.9K)
UNION PACIFIC CORP(UNPcusip907818108)	1.1K	QoQ +5.66% (+57) YoY +6.18% (+62)	All Managers (Combined)	$251.4K	0.0% ($251.4K/$691.4M)	QoQ +9.45% (+$21.7K) YoY +2.00% (+$4.9K)
Bank of New York Mellon Corp(BKcusip064058100)	2.9K	QoQ +2.72% (+78) YoY NEW(+2.9K)	All Managers (Combined)	$246.2K	0.0% ($246.2K/$691.4M)	QoQ +12.14% (+$26.7K) YoY NEW(+$246.2K)
AppLovin Corp(APPcusip03831W108)	918	QoQ +0.99% (-9) YoY NEW(+918)	All Managers (Combined)	$243.2K	0.0% ($243.2K/$691.4M)	QoQ -17.36% (-$51.1K) YoY NEW(+$243.2K)
(BNDcusip921937835)	3.3K	QoQ +0.03% (+1) YoY NEW(+3.3K)	All Managers (Combined)	$242.3K	0.0% ($242.3K/$691.4M)	QoQ +2.17% (+$5.2K) YoY NEW(+$242.3K)
Parker-Hannifin Corp(PHcusip701094104)	398	QoQ NEW(+398) YoY NEW(+398)	All Managers (Combined)	$241.9K	0.0% ($241.9K/$691.4M)	QoQ NEW(+$241.9K) YoY NEW(+$241.9K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	902	QoQ -21.29% (-244) YoY NEW(+902)	All Managers (Combined)	$238.6K	0.0% ($238.6K/$691.4M)	QoQ -13.58% (-$37.5K) YoY NEW(+$238.6K)
EMERSON ELECTRIC CO(EMRcusip291011104)	2.2K	QoQ -0.36% (-8) YoY +6.46% (+132)	All Managers (Combined)	$238.5K	0.0% ($238.5K/$691.4M)	QoQ -11.85% (-$32.1K) YoY +2.91% (+$6.8K)
(cusip74933W494)✕	4.8K	QoQ 0.00% (+0) YoY -14.01% (-784)	All Managers (Combined)	$238.3K	0.0% ($238.3K/$691.4M)	QoQ +1.33% (+$3.1K) YoY -13.01% (-$35.6K)
Chubb Ltd(CBcusipH1467J104)	789	QoQ +6.19% (+46) YoY NEW(+789)	All Managers (Combined)	$238.3K	0.0% ($238.3K/$691.4M)	QoQ +16.06% (+$33.0K) YoY NEW(+$238.3K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	567	QoQ 0.00% (-0) YoY -3.73% (-22)	All Managers (Combined)	$237.9K	0.0% ($237.9K/$691.4M)	QoQ -1.36% (-$3.3K) YoY +1.61% (-$3.8K)
(cusip74933W486)✕	4.9K	QoQ 0.00% (+0) YoY -14.01% (-799)	All Managers (Combined)	$237.6K	0.0% ($237.6K/$691.4M)	QoQ +0.84% (+$2.0K) YoY -13.33% (-$36.6K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	4.7K	QoQ -1.49% (-72) YoY +4494.17% (-4.6K)	All Managers (Combined)	$237.6K	0.0% ($237.6K/$691.4M)	QoQ -17.98% (-$52.1K) YoY -20.64% (-$61.8K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	477	QoQ -2.85% (-14) YoY +10.16% (-44)	All Managers (Combined)	$237.1K	0.0% ($237.1K/$691.4M)	QoQ -7.08% (-$18.1K) YoY -5.67% (-$14.3K)
T-Mobile US, Inc.(TMUScusip872590104)	882	QoQ NEW(+882) YoY NEW(+882)	All Managers (Combined)	$235.4K	0.0% ($235.4K/$691.4M)	QoQ NEW(+$235.4K) YoY NEW(+$235.4K)
SOUTHERN CO(SOcusip842587107)	2.6K	QoQ +3.02% (+75) YoY NEW(+2.6K)	All Managers (Combined)	$235.2K	0.0% ($235.2K/$691.4M)	QoQ +15.07% (+$30.8K) YoY NEW(+$235.2K)
GENERAL DYNAMICS CORP(GDcusip369550108)	857	QoQ +8.07% (+64) YoY -2.39% (-21)	All Managers (Combined)	$233.6K	0.0% ($233.6K/$691.4M)	QoQ +11.79% (+$24.7K) YoY -5.81% (-$14.4K)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	900	QoQ +12.50% (+100) YoY +12.78% (+102)	All Managers (Combined)	$232.5K	0.0% ($232.5K/$691.4M)	QoQ +1.68% (+$3.9K) YoY 0.00% (+$13)
MERCADOLIBRE INC(MELIcusip58733R102)	118	QoQ 0.00% (+0) YoY NEW(+118)	All Managers (Combined)	$230.2K	0.0% ($230.2K/$691.4M)	QoQ +14.72% (+$29.6K) YoY NEW(+$230.2K)