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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69374H881

Shares:5.7K

Value:$314.4K

% of Portfolio:0.0% ($314.4K/$691.4M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:618

Value:$299.2K

% of Portfolio:0.0% ($299.2K/$691.4M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:836

Value:$294.8K

% of Portfolio:0.0% ($294.8K/$691.4M)

922908637

VV|922908637

Shares:1.1K

Value:$292.5K

% of Portfolio:0.0% ($292.5K/$691.4M)

97717X578

Shares:9.4K

Value:$291.4K

% of Portfolio:0.0% ($291.4K/$691.4M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:2.4K

Value:$289.2K

% of Portfolio:0.0% ($289.2K/$691.4M)

RAYMOND JAMES FINANCIAL INC

RJF|754730109

Shares:2.1K

Value:$289.1K

% of Portfolio:0.0% ($289.1K/$691.4M)

464287499

IWR|464287499

Shares:3.4K

Value:$285.8K

% of Portfolio:0.0% ($285.8K/$691.4M)

Accenture plc

ACN|G1151C101

Shares:914

Value:$285.2K

% of Portfolio:0.0% ($285.2K/$691.4M)

PEPSICO INC

PEP|713448108

Shares:1.9K

Value:$283.8K

% of Portfolio:0.0% ($283.8K/$691.4M)

921946406

VYM|921946406

Shares:2.2K

Value:$277.5K

% of Portfolio:0.0% ($277.5K/$691.4M)

HUBSPOT INC

HUBS|443573100

Shares:481

Value:$274.8K

% of Portfolio:0.0% ($274.8K/$691.4M)

92203J407

BNDX|92203J407

Shares:5.6K

Value:$272.5K

% of Portfolio:0.0% ($272.5K/$691.4M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.1K

Value:$265.7K

% of Portfolio:0.0% ($265.7K/$691.4M)

Kenvue Inc.

KVUE|49177J102

Shares:10.9K

Value:$262.4K

% of Portfolio:0.0% ($262.4K/$691.4M)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:3.2K

Value:$259.4K

% of Portfolio:0.0% ($259.4K/$691.4M)

Eaton Corp plc

ETN|G29183103

Shares:951

Value:$258.5K

% of Portfolio:0.0% ($258.5K/$691.4M)

464287721

Shares:1.8K

Value:$257.0K

% of Portfolio:0.0% ($257.0K/$691.4M)

808524763

FNDA|808524763

Shares:9.2K

Value:$252.8K

% of Portfolio:0.0% ($252.8K/$691.4M)

S&P Global Inc.

SPGI|78409V104

Shares:496

Value:$252.0K

% of Portfolio:0.0% ($252.0K/$691.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip69374H881)✕	5.7K	QoQ NEW(+5.7K) YoY NEW(+5.7K)	All Managers (Combined)	$314.4K	0.0% ($314.4K/$691.4M)	QoQ NEW(+$314.4K) YoY NEW(+$314.4K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	618	QoQ -2.21% (-14) YoY +32.90% (+153)	All Managers (Combined)	$299.2K	0.0% ($299.2K/$691.4M)	QoQ -11.08% (-$37.3K) YoY +46.74% (+$95.3K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	836	QoQ NEW(+836) YoY NEW(+836)	All Managers (Combined)	$294.8K	0.0% ($294.8K/$691.4M)	QoQ NEW(+$294.8K) YoY NEW(+$294.8K)
(VVcusip922908637)	1.1K	QoQ 0.00% (-0) YoY NEW(+1.1K)	All Managers (Combined)	$292.5K	0.0% ($292.5K/$691.4M)	QoQ -4.66% (-$14.3K) YoY NEW(+$292.5K)
(cusip97717X578)✕	9.4K	QoQ -6.41% (-647) YoY -22.54% (-2.7K)	All Managers (Combined)	$291.4K	0.0% ($291.4K/$691.4M)	QoQ -5.21% (-$16.0K) YoY -18.84% (-$67.7K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	2.4K	QoQ +9.30% (+202) YoY NEW(+2.4K)	All Managers (Combined)	$289.2K	0.0% ($289.2K/$691.4M)	QoQ +10.19% (+$26.8K) YoY NEW(+$289.2K)
RAYMOND JAMES FINANCIAL INC(RJFcusip754730109)	2.1K	QoQ -1.42% (-30) YoY -1.23% (-26)	All Managers (Combined)	$289.1K	0.0% ($289.1K/$691.4M)	QoQ -11.84% (-$38.8K) YoY +6.83% (-$18.5K)
(IWRcusip464287499)	3.4K	QoQ -8.09% (-296) YoY NEW(+3.4K)	All Managers (Combined)	$285.8K	0.0% ($285.8K/$691.4M)	QoQ -11.55% (-$37.4K) YoY NEW(+$285.8K)
Accenture plc(ACNcusipG1151C101)	914	QoQ +2.46% (-22) YoY +19.79% (+151)	All Managers (Combined)	$285.2K	0.0% ($285.2K/$691.4M)	QoQ -9.11% (-$28.6K) YoY +7.84% (+$20.7K)
PEPSICO INC(PEPcusip713448108)	1.9K	QoQ +11.68% (+198) YoY -6.66% (-135)	All Managers (Combined)	$283.8K	0.0% ($283.8K/$691.4M)	QoQ +10.12% (+$26.1K) YoY -20.02% (-$71.1K)
(VYMcusip921946406)	2.2K	QoQ 0.00% (+0) YoY -4.31% (-97)	All Managers (Combined)	$277.5K	0.0% ($277.5K/$691.4M)	QoQ +1.07% (+$2.9K) YoY +1.99% (-$5.4K)
HUBSPOT INC(HUBScusip443573100)	481	QoQ NEW(+481) YoY NEW(+481)	All Managers (Combined)	$274.8K	0.0% ($274.8K/$691.4M)	QoQ NEW(+$274.8K) YoY NEW(+$274.8K)
(BNDXcusip92203J407)	5.6K	QoQ +0.17% (-10) YoY -1.02% (-58)	All Managers (Combined)	$272.5K	0.0% ($272.5K/$691.4M)	QoQ -0.28% (-$780) YoY -1.77% (-$4.9K)
LOWES COMPANIES INC(LOWcusip548661107)	1.1K	QoQ +5.65% (-61) YoY +35.75% (+300)	All Managers (Combined)	$265.7K	0.0% ($265.7K/$691.4M)	QoQ -0.15% (-$405) YoY +24.33% (+$52.0K)
Kenvue Inc.(KVUEcusip49177J102)	10.9K	QoQ -2.11% (-236) YoY -19.93% (-2.7K)	All Managers (Combined)	$262.4K	0.0% ($262.4K/$691.4M)	QoQ +9.94% (-$23.7K) YoY -10.53% (-$30.9K)
PUBLIC SERVICE ENTERPRISE GROUP INC(PEGcusip744573106)	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$259.4K	0.0% ($259.4K/$691.4M)	QoQ NEW(+$259.4K) YoY NEW(+$259.4K)
Eaton Corp plc(ETNcusipG29183103)	951	QoQ +4.16% (-38) YoY +16.68% (+136)	All Managers (Combined)	$258.5K	0.0% ($258.5K/$691.4M)	QoQ -14.68% (-$44.5K) YoY +1.44% (+$3.7K)
(cusip464287721)✕	1.8K	QoQ -7.20% (-142) YoY -7.20% (-142)	All Managers (Combined)	$257.0K	0.0% ($257.0K/$691.4M)	QoQ -18.30% (-$57.6K) YoY -3.50% (-$9.3K)
(FNDAcusip808524763)	9.2K	QoQ +6.87% (-594) YoY NEW(+9.2K)	All Managers (Combined)	$252.8K	0.0% ($252.8K/$691.4M)	QoQ -1.43% (-$3.7K) YoY NEW(+$252.8K)
S&P Global Inc.(SPGIcusip78409V104)	496	QoQ +8.53% (+39) YoY NEW(+496)	All Managers (Combined)	$252.0K	0.0% ($252.0K/$691.4M)	QoQ +10.72% (+$24.4K) YoY NEW(+$252.0K)