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",
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  null,
  null,
  "SCHD",
  "SCHG",
  null,
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  "SCHA",
  null,
  "SO",
  "CRM",
  "DIA",
  "IXUS",
  null,
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  "BRK-B",
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  "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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GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:889

Value:$485.7K

% of Portfolio:0.1% ($485.7K/$691.4M)

74933W478

Shares:9.5K

Value:$476.5K

% of Portfolio:0.1% ($476.5K/$691.4M)

GENERAL ELECTRIC CO

GE|369604301

Shares:2.4K

Value:$474.0K

% of Portfolio:0.1% ($474.0K/$691.4M)

CSX CORP

CSX|126408103

Shares:16.0K

Value:$472.1K

% of Portfolio:0.1% ($472.1K/$691.4M)

46137V613

PRF|46137V613

Shares:11.6K

Value:$469.7K

% of Portfolio:0.1% ($469.7K/$691.4M)

46434G103

IEMG|46434G103

Shares:8.7K

Value:$467.8K

% of Portfolio:0.1% ($467.8K/$691.4M)

464287622

IWB|464287622

Shares:1.5K

Value:$462.9K

% of Portfolio:0.1% ($462.9K/$691.4M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:4.2K

Value:$460.5K

% of Portfolio:0.1% ($460.5K/$691.4M)

464289438

Shares:2.1K

Value:$448.5K

% of Portfolio:0.1% ($448.5K/$691.4M)

ANALOG DEVICES INC

ADI|032654105

Shares:2.2K

Value:$437.8K

% of Portfolio:0.1% ($437.8K/$691.4M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.6K

Value:$435.9K

% of Portfolio:0.1% ($435.9K/$691.4M)

46138E727

Shares:19.7K

Value:$428.6K

% of Portfolio:0.1% ($428.6K/$691.4M)

DEXCOM INC

DXCM|252131107

Shares:6.2K

Value:$425.0K

% of Portfolio:0.1% ($425.0K/$691.4M)

PFIZER INC

PFE|717081103

Shares:16.5K

Value:$417.1K

% of Portfolio:0.1% ($417.1K/$691.4M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:3.8K

Value:$414.9K

% of Portfolio:0.1% ($414.9K/$691.4M)

46138E743

PXF|46138E743

Shares:8.0K

Value:$413.5K

% of Portfolio:0.1% ($413.5K/$691.4M)

808524102

SCHB|808524102

Shares:18.7K

Value:$401.6K

% of Portfolio:0.1% ($401.6K/$691.4M)

Merck & Co., Inc.

MRK|58933Y105

Shares:4.5K

Value:$400.7K

% of Portfolio:0.1% ($400.7K/$691.4M)

QUALCOMM INC/DE

QCOM|747525103

Shares:2.5K

Value:$390.9K

% of Portfolio:0.1% ($390.9K/$691.4M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:3.5K

Value:$390.7K

% of Portfolio:0.1% ($390.7K/$691.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GOLDMAN SACHS GROUP INC(GScusip38141G104)	889	QoQ +0.11% (-1) YoY +24.33% (+174)	All Managers (Combined)	$485.7K	0.1% ($485.7K/$691.4M)	QoQ -4.49% (-$22.8K) YoY +62.61% (+$187.0K)
(cusip74933W478)✕	9.5K	QoQ -12.66% (-1.4K) YoY NEW(+9.5K)	All Managers (Combined)	$476.5K	0.1% ($476.5K/$691.4M)	QoQ -12.40% (-$67.5K) YoY NEW(+$476.5K)
GENERAL ELECTRIC CO(GEcusip369604301)	2.4K	QoQ +5.19% (+117) YoY +40.95% (+688)	All Managers (Combined)	$474.0K	0.1% ($474.0K/$691.4M)	QoQ +26.23% (+$98.5K) YoY +60.73% (+$179.1K)
CSX CORP(CSXcusip126408103)	16.0K	QoQ +8.91% (-1.3K) YoY +24.74% (-3.2K)	All Managers (Combined)	$472.1K	0.1% ($472.1K/$691.4M)	QoQ -0.67% (-$3.2K) YoY -0.96% (-$4.6K)
(PRFcusip46137V613)	11.6K	QoQ 0.00% (+0) YoY NEW(+11.6K)	All Managers (Combined)	$469.7K	0.1% ($469.7K/$691.4M)	QoQ +0.17% (+$813) YoY NEW(+$469.7K)
(IEMGcusip46434G103)	8.7K	QoQ +52.17% (+3.0K) YoY NEW(+8.7K)	All Managers (Combined)	$467.8K	0.1% ($467.8K/$691.4M)	QoQ +57.27% (+$170.4K) YoY NEW(+$467.8K)
(IWBcusip464287622)	1.5K	QoQ 0.00% (-0) YoY +54.45% (+532)	All Managers (Combined)	$462.9K	0.1% ($462.9K/$691.4M)	QoQ -4.78% (-$23.3K) YoY +64.48% (+$181.5K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	4.2K	QoQ -5.31% (-235) YoY NEW(+4.2K)	All Managers (Combined)	$460.5K	0.1% ($460.5K/$691.4M)	QoQ -17.41% (-$97.1K) YoY NEW(+$460.5K)
(cusip464289438)✕	2.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$448.5K	0.1% ($448.5K/$691.4M)	QoQ -10.34% (-$51.7K) YoY +8.11% (+$33.7K)
ANALOG DEVICES INC(ADIcusip032654105)	2.2K	QoQ +0.92% (-20) YoY +103.46% (+1.1K)	All Managers (Combined)	$437.8K	0.1% ($437.8K/$691.4M)	QoQ -4.19% (-$19.2K) YoY +107.45% (+$226.8K)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.6K	QoQ +2.53% (-40) YoY +24.23% (+316)	All Managers (Combined)	$435.9K	0.1% ($435.9K/$691.4M)	QoQ -7.04% (-$33.0K) YoY +46.81% (+$139.0K)
(cusip46138E727)✕	19.7K	QoQ +12.83% (+2.2K) YoY NEW(+19.7K)	All Managers (Combined)	$428.6K	0.1% ($428.6K/$691.4M)	QoQ +19.78% (+$70.8K) YoY NEW(+$428.6K)
DEXCOM INC(DXCMcusip252131107)	6.2K	QoQ +0.04% (-3) YoY +180.99% (+4.0K)	All Managers (Combined)	$425.0K	0.1% ($425.0K/$691.4M)	QoQ -12.14% (-$58.8K) YoY +38.34% (+$117.8K)
PFIZER INC(PFEcusip717081103)	16.5K	QoQ -12.28% (-2.3K) YoY -8.27% (-1.5K)	All Managers (Combined)	$417.1K	0.1% ($417.1K/$691.4M)	QoQ -16.22% (-$80.8K) YoY -16.23% (-$80.9K)
CONSOLIDATED EDISON INC(EDcusip209115104)	3.8K	QoQ +0.83% (+31) YoY +14.00% (+461)	All Managers (Combined)	$414.9K	0.1% ($414.9K/$691.4M)	QoQ +24.97% (+$82.9K) YoY +38.84% (+$116.1K)
(PXFcusip46138E743)	8.0K	QoQ +3.82% (+293) YoY NEW(+8.0K)	All Managers (Combined)	$413.5K	0.1% ($413.5K/$691.4M)	QoQ +12.71% (+$46.6K) YoY NEW(+$413.5K)
(SCHBcusip808524102)	18.7K	QoQ -13.28% (-2.9K) YoY +157.58% (-11.4K)	All Managers (Combined)	$401.6K	0.1% ($401.6K/$691.4M)	QoQ -17.75% (-$86.7K) YoY -9.16% (-$40.5K)
Merck & Co., Inc.(MRKcusip58933Y105)	4.5K	QoQ +446300.00% (-4.5K) YoY -5.68% (-269)	All Managers (Combined)	$400.7K	0.1% ($400.7K/$691.4M)	QoQ -9.28% (-$41.0K) YoY -35.83% (-$223.8K)
QUALCOMM INC/DE(QCOMcusip747525103)	2.5K	QoQ +0.11% (+3) YoY +10.41% (+240)	All Managers (Combined)	$390.9K	0.1% ($390.9K/$691.4M)	QoQ +0.11% (+$436) YoY +0.17% (+$700)
GILEAD SCIENCES, INC.(GILDcusip375558103)	3.5K	QoQ +5.95% (+196) YoY -0.51% (-18)	All Managers (Combined)	$390.7K	0.1% ($390.7K/$691.4M)	QoQ +28.52% (+$86.7K) YoY +52.20% (-$134.0K)