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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Revolve-Wealth-Partners
Data Enrichment
77% identified173 identified52 unidentified
Holdings
225 positions • $691.4M total value
Manager:
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Page 3 of 12
25434V690
Shares:65.9K
Value:$2.3M
% of Portfolio:0.3% ($2.3M/$691.4M)
464288877
Shares:38.8K
Value:$2.3M
% of Portfolio:0.3% ($2.3M/$691.4M)
67092P201
Shares:24.1K
Value:$1.9M
% of Portfolio:0.3% ($1.9M/$691.4M)
464288570
Shares:17.3K
Value:$1.8M
% of Portfolio:0.3% ($1.8M/$691.4M)
67092P300
Shares:43.7K
Value:$1.8M
% of Portfolio:0.3% ($1.8M/$691.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 12.1K | All Managers (Combined) | $2.4M | 0.3% ($2.4M/$691.4M) | |||
| 5.1K | QoQ -3.86% (-203)YoY +1.50% (+75) | All Managers (Combined) | $2.4M | 0.3% ($2.4M/$691.4M) | ||
| 25.0K | All Managers (Combined) | $2.3M | 0.3% ($2.3M/$691.4M) | |||
| 98.5K | All Managers (Combined) | $2.3M | 0.3% ($2.3M/$691.4M) | |||
(cusip25434V690)✕ | 65.9K | All Managers (Combined) | $2.3M | 0.3% ($2.3M/$691.4M) | ||
(cusip464288877)✕ | 38.8K | All Managers (Combined) | $2.3M | 0.3% ($2.3M/$691.4M) | ||
EQUINIX INC(EQIXcusip29444U700) | 2.6K | QoQ NEW(+2.6K) YoY NEW(+2.6K) | All Managers (Combined) | $2.2M | 0.3% ($2.2M/$691.4M) | QoQ NEW(+$2.2M) YoY NEW(+$2.2M) |
| 4.0K | QoQ -0.12% (-5)YoY -0.37% (-15) | All Managers (Combined) | $2.1M | 0.3% ($2.1M/$691.4M) | ||
| 76.7K | All Managers (Combined) | $2.1M | 0.3% ($2.1M/$691.4M) | |||
| 20.0K | All Managers (Combined) | $2.1M | 0.3% ($2.1M/$691.4M) | |||
| 29.2K | All Managers (Combined) | $2.0M | 0.3% ($2.0M/$691.4M) | |||
| 3.8K | All Managers (Combined) | $2.0M | 0.3% ($2.0M/$691.4M) | |||
| 9.0K | QoQ +0.92% (-83)YoY -9.15% (-909) | All Managers (Combined) | $2.0M | 0.3% ($2.0M/$691.4M) | ||
Compass, Inc.(COMPcusip20464U100) | 228.8K | QoQ 0.00% (+0)YoY NEW(+228.8K) | All Managers (Combined) | $2.0M | 0.3% ($2.0M/$691.4M) | YoY NEW(+$2.0M) |
Mastercard Inc(MAcusip57636Q104) | 3.6K | All Managers (Combined) | $2.0M | 0.3% ($2.0M/$691.4M) | ||
| 32.5K | All Managers (Combined) | $1.9M | 0.3% ($1.9M/$691.4M) | |||
(cusip67092P201)✕ | 24.1K | All Managers (Combined) | $1.9M | 0.3% ($1.9M/$691.4M) | ||
(cusip464288570)✕ | 17.3K | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$691.4M) | ||
(cusip67092P300)✕ | 43.7K | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$691.4M) | ||
Alphabet Inc.(GOOGcusip02079K107) | 10.8K | QoQ +1.65% (-175)YoY +4.90% (+503) | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$691.4M) |