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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25434V872
Shares:32.7K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$691.4M)
025072299
Shares:21.9K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$691.4M)
464288323
Shares:24.8K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$691.4M)
02072L565
Shares:11.1K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$691.4M)
46436E759
Shares:17.4K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$691.4M)
67092P607
Shares:30.4K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$691.4M)
67092P409
Shares:23.7K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$691.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
AbbVie Inc.(ABBVcusip00287Y109) | 7.5K | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$691.4M) | ||
| 31.7K | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$691.4M) | |||
Broadcom Inc.(AVGOcusip11135F101) | 9.1K | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$691.4M) | ||
| 8.9K | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$691.4M) | |||
(cusip25434V872)✕ | 32.7K | QoQ NEW(+32.7K) YoY NEW(+32.7K) | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$691.4M) | QoQ NEW(+$1.4M) YoY NEW(+$1.4M) |
ELI LILLY & Co(LLYcusip532457108) | 1.6K | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$691.4M) | ||
(cusip025072299)✕ | 21.9K | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$691.4M) | ||
(cusip464288323)✕ | 24.8K | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$691.4M) | ||
SHOPIFY INC.(SHOPcusip82509L107) | 13.0K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$691.4M) | ||
(cusip02072L565)✕ | 11.1K | QoQ -0.42% (-47)YoY NEW(+11.1K) | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$691.4M) | YoY NEW(+$1.2M) |
| 1.3K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$691.4M) | |||
(cusip46436E759)✕ | 17.4K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$691.4M) | ||
(cusip67092P607)✕ | 30.4K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$691.4M) | ||
| 7.3K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$691.4M) | |||
EXXON MOBIL CORP(XOMcusip30231G102) | 9.4K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$691.4M) | ||
| 6.5K | QoQ +6.11% (+377)YoY +0.92% (+60) | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$691.4M) | ||
| 2.1K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$691.4M) | |||
| 14.4K | All Managers (Combined) | $1.0M | 0.2% ($1.0M/$691.4M) | |||
(cusip67092P409)✕ | 23.7K | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$691.4M) | ||
| 5.2K | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$691.4M) |