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 • $691.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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INSULET CORP

PODD|45784P101

Shares:1.5K

Value:$390.5K

% of Portfolio:0.1% ($390.5K/$691.4M)

DANAHER CORP /DE/

DHR|235851102

Shares:1.9K

Value:$389.7K

% of Portfolio:0.1% ($389.7K/$691.4M)

Philip Morris International Inc.

PM|718172109

Shares:2.4K

Value:$381.7K

% of Portfolio:0.1% ($381.7K/$691.4M)

Duke Energy CORP

DUK|26441C204

Shares:3.0K

Value:$370.1K

% of Portfolio:0.1% ($370.1K/$691.4M)

LINDE PLC

LIN|G54950103

Shares:787

Value:$366.5K

% of Portfolio:0.1% ($366.5K/$691.4M)

46138J783

Shares:18.7K

Value:$365.8K

% of Portfolio:0.1% ($365.8K/$691.4M)

AT&T INC.

T|00206R102

Shares:12.9K

Value:$364.2K

% of Portfolio:0.1% ($364.2K/$691.4M)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:861

Value:$361.6K

% of Portfolio:0.1% ($361.6K/$691.4M)

808524730

Shares:11.7K

Value:$361.1K

% of Portfolio:0.1% ($361.1K/$691.4M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:5.0K

Value:$357.0K

% of Portfolio:0.1% ($357.0K/$691.4M)

464287689

IWV|464287689

Shares:1.1K

Value:$351.3K

% of Portfolio:0.1% ($351.3K/$691.4M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:7.7K

Value:$347.3K

% of Portfolio:0.1% ($347.3K/$691.4M)

922908744

VTV|922908744

Shares:2.0K

Value:$346.3K

% of Portfolio:0.1% ($346.3K/$691.4M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:4.8K

Value:$341.1K

% of Portfolio:0.0% ($341.1K/$691.4M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:1.2K

Value:$339.9K

% of Portfolio:0.0% ($339.9K/$691.4M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:3.9K

Value:$338.4K

% of Portfolio:0.0% ($338.4K/$691.4M)

ABBOTT LABORATORIES

ABT|002824100

Shares:2.5K

Value:$330.0K

% of Portfolio:0.0% ($330.0K/$691.4M)

METTLER TOLEDO INTERNATIONAL INC/

MTD|592688105

Shares:277

Value:$327.1K

% of Portfolio:0.0% ($327.1K/$691.4M)

COMCAST CORP

CMCSA|20030N101

Shares:8.7K

Value:$319.3K

% of Portfolio:0.0% ($319.3K/$691.4M)

464287671

IUSG|464287671

Shares:2.5K

Value:$317.0K

% of Portfolio:0.0% ($317.0K/$691.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INSULET CORP(PODDcusip45784P101)	1.5K	QoQ +2.41% (+35) YoY NEW(+1.5K)	All Managers (Combined)	$390.5K	0.1% ($390.5K/$691.4M)	QoQ +3.01% (+$11.4K) YoY NEW(+$390.5K)
DANAHER CORP /DE/(DHRcusip235851102)	1.9K	QoQ -3.60% (-71) YoY NEW(+1.9K)	All Managers (Combined)	$389.7K	0.1% ($389.7K/$691.4M)	QoQ -13.91% (-$63.0K) YoY NEW(+$389.7K)
Philip Morris International Inc.(PMcusip718172109)	2.4K	QoQ +14.68% (+308) YoY NEW(+2.4K)	All Managers (Combined)	$381.7K	0.1% ($381.7K/$691.4M)	QoQ +51.26% (+$129.4K) YoY NEW(+$381.7K)
Duke Energy CORP(DUKcusip26441C204)	3.0K	QoQ +2.84% (+84) YoY -7.04% (-230)	All Managers (Combined)	$370.1K	0.1% ($370.1K/$691.4M)	QoQ +16.43% (+$52.2K) YoY +17.23% (-$54.4K)
LINDE PLC(LINcusipG54950103)	787	QoQ +1.28% (+10) YoY +13.56% (+94)	All Managers (Combined)	$366.5K	0.1% ($366.5K/$691.4M)	QoQ +12.65% (+$41.2K) YoY +13.88% (+$44.7K)
(cusip46138J783)✕	18.7K	QoQ 0.00% (+0) YoY NEW(+18.7K)	All Managers (Combined)	$365.8K	0.1% ($365.8K/$691.4M)	QoQ +0.56% (+$2.1K) YoY NEW(+$365.8K)
AT&T INC.(Tcusip00206R102)	12.9K	QoQ -8.75% (-1.2K) YoY +10.71% (+1.2K)	All Managers (Combined)	$364.2K	0.1% ($364.2K/$691.4M)	QoQ +13.32% (-$42.8K) YoY +77.90% (+$159.5K)
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	861	QoQ +0.81% (+7) YoY NEW(+861)	All Managers (Combined)	$361.6K	0.1% ($361.6K/$691.4M)	QoQ +2.40% (+$8.5K) YoY NEW(+$361.6K)
(cusip808524730)✕	11.7K	QoQ +6.06% (+670) YoY -5.93% (-739)	All Managers (Combined)	$361.1K	0.1% ($361.1K/$691.4M)	QoQ +12.45% (+$40.0K) YoY +4.37% (-$15.1K)
NEXTERA ENERGY INC(NEEcusip65339F101)	5.0K	QoQ +3.74% (+182) YoY +13.65% (+605)	All Managers (Combined)	$357.0K	0.1% ($357.0K/$691.4M)	QoQ +2.59% (+$9.0K) YoY +26.06% (+$73.8K)
(IWVcusip464287689)	1.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$351.3K	0.1% ($351.3K/$691.4M)	QoQ -4.96% (-$18.4K) YoY +5.85% (+$19.4K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	7.7K	QoQ +12.32% (+840) YoY +12.45% (+848)	All Managers (Combined)	$347.3K	0.1% ($347.3K/$691.4M)	QoQ +27.39% (+$74.7K) YoY +21.57% (+$61.6K)
(VTVcusip922908744)	2.0K	QoQ +43.00% (+603) YoY +35.29% (+523)	All Managers (Combined)	$346.3K	0.1% ($346.3K/$691.4M)	QoQ +45.92% (+$109.0K) YoY +43.48% (+$105.0K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	4.8K	QoQ +8.22% (+361) YoY +20.40% (+805)	All Managers (Combined)	$341.1K	0.0% ($341.1K/$691.4M)	QoQ +10.61% (+$32.7K) YoY +49.14% (+$112.4K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	1.2K	QoQ +7.04% (+79) YoY NEW(+1.2K)	All Managers (Combined)	$339.9K	0.0% ($339.9K/$691.4M)	QoQ +26.42% (+$71.1K) YoY NEW(+$339.9K)
MICRON TECHNOLOGY INC(MUcusip595112103)	3.9K	QoQ +3.56% (+134) YoY -40.83% (-2.7K)	All Managers (Combined)	$338.4K	0.0% ($338.4K/$691.4M)	QoQ +6.92% (+$21.9K) YoY -56.39% (-$437.6K)
ABBOTT LABORATORIES(ABTcusip002824100)	2.5K	QoQ +19.15% (+400) YoY +27.19% (+532)	All Managers (Combined)	$330.0K	0.0% ($330.0K/$691.4M)	QoQ +39.74% (+$93.9K) YoY +48.45% (+$107.7K)
METTLER TOLEDO INTERNATIONAL INC/(MTDcusip592688105)	277	QoQ -0.35% (-1) YoY NEW(+277)	All Managers (Combined)	$327.1K	0.0% ($327.1K/$691.4M)	QoQ -3.84% (-$13.1K) YoY NEW(+$327.1K)
COMCAST CORP(CMCSAcusip20030N101)	8.7K	QoQ -2.69% (-240) YoY -8.98% (-854)	All Managers (Combined)	$319.3K	0.0% ($319.3K/$691.4M)	QoQ -4.32% (-$14.4K) YoY -22.52% (-$92.8K)
(IUSGcusip464287671)	2.5K	QoQ +2.29% (-56) YoY -16.44% (-491)	All Managers (Combined)	$317.0K	0.0% ($317.0K/$691.4M)	QoQ -6.71% (-$22.8K) YoY -9.41% (-$32.9K)