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,
  "SCHF",
  "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 • $691,411.603K total value

225 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

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CATERPILLAR INC

CAT|149123101

Shares:684

Value:$225.7K

PINTEREST, INC.

PINS|72352L106

Shares:7.3K

Value:$225.5K

464285204

Shares:3.8K

Value:$224.6K

97717W844

Shares:6.3K

Value:$224.2K

WASTE MANAGEMENT INC

WM|94106L109

Shares:963

Value:$223.0K

VEEVA SYSTEMS INC

VEEV|922475108

Shares:933

Value:$216.1K

HUMANA INC

HUM|444859102

Shares:815

Value:$215.6K

97717W570

Shares:3.6K

Value:$215.5K

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:1.2K

Value:$213.5K

808524706

Shares:7.7K

Value:$213.0K

25434V500

Shares:3.6K

Value:$212.5K

808524748

Shares:5.9K

Value:$212.4K

LOCKHEED MARTIN CORP

LMT|539830109

Shares:471

Value:$210.5K

AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

Shares:2.4K

Value:$209.6K

Booking Holdings Inc.

BKNG|09857L108

Shares:45

Value:$207.3K

STARBUCKS CORP

SBUX|855244109

Shares:2.1K

Value:$205.9K

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:3.7K

Value:$204.0K

MORGAN STANLEY

MS|617446448

Shares:1.7K

Value:$202.5K

ALTRIA GROUP, INC.

MO|02209S103

Shares:3.4K

Value:$202.1K

ZEBRA TECHNOLOGIES CORP

ZBRA|989207105

Shares:713

Value:$201.5K

Instrument	Shares		Other Manager	Value
CATERPILLAR INC(CATcusip149123101)	684	QoQ +2.85% (-19) YoY +0.88% (-6)	All Managers (Combined)	$225.7K	QoQ -6.48% (-$15.7K) YoY -9.20% (-$22.9K)
PINTEREST, INC.(PINScusip72352L106)	7.3K	QoQ -16.19% (-1.4K) YoY NEW(+7.3K)	All Managers (Combined)	$225.5K	QoQ -10.41% (-$26.2K) YoY NEW(+$225.5K)
(cusip464285204)✕	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$224.6K	QoQ NEW(+$224.6K) YoY NEW(+$224.6K)
(cusip97717W844)✕	6.3K	QoQ NEW(+6.3K) YoY NEW(+6.3K)	All Managers (Combined)	$224.2K	QoQ NEW(+$224.2K) YoY NEW(+$224.2K)
WASTE MANAGEMENT INC(WMcusip94106L109)	963	QoQ NEW(+963) YoY -48.22% (-897)	All Managers (Combined)	$223.0K	QoQ NEW(+$223.0K) YoY -43.76% (-$173.5K)
VEEVA SYSTEMS INC(VEEVcusip922475108)	933	QoQ NEW(+933) YoY -11.64% (-123)	All Managers (Combined)	$216.1K	QoQ NEW(+$216.1K) YoY -11.67% (-$28.6K)
HUMANA INC(HUMcusip444859102)	815	QoQ +2.13% (+17) YoY NEW(+815)	All Managers (Combined)	$215.6K	QoQ +6.51% (+$13.2K) YoY NEW(+$215.6K)
(cusip97717W570)✕	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$215.5K	QoQ NEW(+$215.5K) YoY NEW(+$215.5K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$213.5K	QoQ NEW(+$213.5K) YoY NEW(+$213.5K)
(cusip808524706)✕	7.7K	QoQ NEW(+7.7K) YoY NEW(+7.7K)	All Managers (Combined)	$213.0K	QoQ NEW(+$213.0K) YoY NEW(+$213.0K)
(cusip25434V500)✕	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$212.5K	QoQ NEW(+$212.5K) YoY NEW(+$212.5K)
(cusip808524748)✕	5.9K	QoQ NEW(+5.9K) YoY NEW(+5.9K)	All Managers (Combined)	$212.4K	QoQ NEW(+$212.4K) YoY NEW(+$212.4K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	471	QoQ -5.61% (-28) YoY NEW(+471)	All Managers (Combined)	$210.5K	QoQ -13.22% (-$32.1K) YoY NEW(+$210.5K)
AMERICAN INTERNATIONAL GROUP, INC.(AIGcusip026874784)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$209.6K	QoQ NEW(+$209.6K) YoY NEW(+$209.6K)
Booking Holdings Inc.(BKNGcusip09857L108)	45	QoQ +7.14% (-3) YoY NEW(+45)	All Managers (Combined)	$207.3K	QoQ -0.65% (-$1.4K) YoY NEW(+$207.3K)
STARBUCKS CORP(SBUXcusip855244109)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$205.9K	QoQ NEW(+$205.9K) YoY NEW(+$205.9K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	3.7K	QoQ NEW(+3.7K) YoY +343.47% (-2.9K)	All Managers (Combined)	$204.0K	QoQ NEW(+$204.0K) YoY -6.63% (-$14.5K)
MORGAN STANLEY(MScusip617446448)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$202.5K	QoQ NEW(+$202.5K) YoY NEW(+$202.5K)
ALTRIA GROUP, INC.(MOcusip02209S103)	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$202.1K	QoQ NEW(+$202.1K) YoY NEW(+$202.1K)
ZEBRA TECHNOLOGIES CORP(ZBRAcusip989207105)	713	QoQ +0.42% (-3) YoY +1.42% (-10)	All Managers (Combined)	$201.5K	QoQ -26.53% (-$72.8K) YoY -4.92% (-$10.4K)