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
Manager:
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Page 8 of 12
46138J783
Shares:18.7K
Value:$365.8K
808524730
Shares:11.7K
Value:$361.1K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
INSULET CORP(PODDcusip45784P101) | 1.5K | QoQ +2.41% (+35)YoY NEW(+1.5K) | All Managers (Combined) | $390.5K | YoY NEW(+$390.5K) |
1.9K | QoQ -3.60% (-71)YoY NEW(+1.9K) | All Managers (Combined) | $389.7K | YoY NEW(+$389.7K) | |
2.4K | YoY NEW(+2.4K) | All Managers (Combined) | $381.7K | YoY NEW(+$381.7K) | |
Duke Energy CORP(DUKcusip26441C204) | 3.0K | QoQ +2.84% (+84)YoY -7.04% (-230) | All Managers (Combined) | $370.1K | |
787 | QoQ +1.28% (+10)YoY +13.56% (+94) | All Managers (Combined) | $366.5K | ||
(cusip46138J783)✕ | 18.7K | QoQ 0.00% (+0)YoY NEW(+18.7K) | All Managers (Combined) | $365.8K | YoY NEW(+$365.8K) |
12.9K | All Managers (Combined) | $364.2K | |||
861 | QoQ +0.81% (+7)YoY NEW(+861) | All Managers (Combined) | $361.6K | YoY NEW(+$361.6K) | |
(cusip808524730)✕ | 11.7K | QoQ +6.06% (+670)YoY -5.93% (-739) | All Managers (Combined) | $361.1K | |
5.0K | All Managers (Combined) | $357.0K | |||
1.1K | All Managers (Combined) | $351.3K | |||
7.7K | All Managers (Combined) | $347.3K | |||
2.0K | All Managers (Combined) | $346.3K | |||
4.8K | All Managers (Combined) | $341.1K | |||
1.2K | QoQ +7.04% (+79)YoY NEW(+1.2K) | All Managers (Combined) | $339.9K | YoY NEW(+$339.9K) | |
3.9K | All Managers (Combined) | $338.4K | |||
2.5K | All Managers (Combined) | $330.0K | |||
277 | QoQ -0.35% (-1)YoY NEW(+277) | All Managers (Combined) | $327.1K | YoY NEW(+$327.1K) | |
COMCAST CORP(CMCSAcusip20030N101) | 8.7K | QoQ -2.69% (-240)YoY -8.98% (-854) | All Managers (Combined) | $319.3K | |
2.5K | QoQ +2.29% (-56) | All Managers (Combined) | $317.0K |