Bouvel Investment Partners, LLC Portfolio Holdings

Bouvel Investment Partners, LLC

  • $254 Million
  • Q4 2024

Bouvel Investment Partners, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $254 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pimco Active Bond Exchange Tra with a value of $11M, Nvidia Corp with a value of $10.3M, J P Morgan Exchange Traded Fd with a value of $10.2M, Amazon Com Inc with a value of $9.21M, and American Express CO with a value of $8.7M.

Examining the 13F form we can see an increase of $9.58M in the current position value, from $244M to 254M.

Below you can find more details about Bouvel Investment Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $254 Million
Technology: $102 Million
ETFs: $62.3 Million
Industrials: $34.2 Million
Healthcare: $19.5 Million
Financial Services: $16 Million
Communication Services: $10.2 Million
Consumer Cyclical: $9.25 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11 Million 4.34% of portfolio
121,748
Q4 2024 Reduced 1.62%
$299B
$10.3 Million 4.06% of portfolio
76,704
Q4 2024 Added 2.89%
$0
$10.2 Million 4.0% of portfolio
176,686
Q4 2024 Reduced 1.2%
$2.42T
$9.21 Million 3.63% of portfolio
41,986
Q4 2024 Added 1.22%
$237B
$8.7 Million 3.43% of portfolio
29,323
Q4 2024 Added 1.4%
$162B
$8.4 Million 3.31% of portfolio
111,121
Q4 2024 Reduced 2.63%
$3.09T
$8.35 Million 3.29% of portfolio
19,803
Q4 2024 Added 1.73%
$96.2B
$7.89 Million 3.11% of portfolio
71,392
Q4 2024 Added 2.08%
$202B
$7.49 Million 2.95% of portfolio
14,356
Q4 2024 Added 2.91%
$342B
$6.6 Million 2.6% of portfolio
19,733
Q4 2024 Added 1.09%
$170B
$6.13 Million 2.41% of portfolio
9,746
Q4 2024 Added 0.65%
$0
$5.66 Million 2.23% of portfolio
36,543
Q4 2024 Reduced 1.29%
$55.2B
$5.65 Million 2.23% of portfolio
31,066
Q4 2024 Added 103.27%
$1.54T
$5.64 Million 2.22% of portfolio
9,570
Q4 2024 Added 0.85%
$0
$5.53 Million 2.18% of portfolio
137,124
Q4 2024 Reduced 2.78%
$771B
$5.13 Million 2.02% of portfolio
6,644
Q4 2024 Added 1.62%
$0
$4.61 Million 1.82% of portfolio
61,080
Q4 2024 New
$1.2T
$4.55 Million 1.79% of portfolio
24,054
Q4 2024 Added 1.12%
$150B
$4.17 Million 1.64% of portfolio
18,467
Q4 2024 Added 1.37%
$147B
$4.1 Million 1.62% of portfolio
45,907
Q4 2024 Added 1.68%
$222B
$4.11 Million 1.62% of portfolio
24,622
Q4 2024 Added 0.99%
$52.7B
$3.94 Million 1.55% of portfolio
33,551
Q4 2024 Added 2.0%
$105B
$3.83 Million 1.51% of portfolio
21,616
Q4 2024 Reduced 1.13%
$0
$3.77 Million 1.49% of portfolio
37,134
Q4 2024 Reduced 2.75%
$80.4B
$3.77 Million 1.48% of portfolio
7,765
Q4 2024 Reduced 1.27%
$0
$3.56 Million 1.4% of portfolio
14,048
Q4 2024 Reduced 2.26%
$0
$3.44 Million 1.36% of portfolio
26,236
Q4 2024 Added 35.2%
$235B
$3.35 Million 1.32% of portfolio
26,611
Q4 2024 Added 2.65%
$6.65B
$3.36 Million 1.32% of portfolio
18,258
Q4 2024 Added 1.11%
$190B
$3.33 Million 1.31% of portfolio
28,788
Q4 2024 Added 0.76%
$132B
$3.3 Million 1.3% of portfolio
54,701
Q4 2024 Added 0.67%
$0
$3.26 Million 1.28% of portfolio
57,844
Q4 2024 Added 78.54%
$29B
$3.17 Million 1.25% of portfolio
17,547
Q4 2024 Added 1.39%
$0
$3.01 Million 1.19% of portfolio
95,770
Q4 2024 Added 1.05%
$25.1B
$2.96 Million 1.17% of portfolio
5,139
Q4 2024 Added 1.04%
$53.1B
$2.96 Million 1.17% of portfolio
12,051
Q4 2024 Added 0.53%
$0
$2.96 Million 1.17% of portfolio
48,142
Q4 2024 Reduced 3.97%
$17.9B
$2.91 Million 1.15% of portfolio
16,514
Q4 2024 Added 1.13%
$108B
$2.89 Million 1.14% of portfolio
13,626
Q4 2024 Added 1.14%
$18.2B
$2.87 Million 1.13% of portfolio
22,810
Q4 2024 Added 1.25%
$0
$2.84 Million 1.12% of portfolio
28,260
Q4 2024 New
$41.5B
$2.81 Million 1.11% of portfolio
19,700
Q4 2024 Reduced 0.33%
$11.3B
$2.73 Million 1.07% of portfolio
20,019
Q4 2024 Added 1.18%
$4.5B
$2.66 Million 1.05% of portfolio
17,274
Q4 2024 Added 0.97%
$99.2B
$2.61 Million 1.03% of portfolio
31,033
Q4 2024 Reduced 0.02%
$187B
$2.38 Million 0.94% of portfolio
19,667
Q4 2024 Reduced 2.62%
$4.2B
$2.28 Million 0.9% of portfolio
86,609
Q4 2024 Reduced 2.26%
$203B
$2.2 Million 0.86% of portfolio
4,938
Q4 2024 Reduced 4.06%
$139B
$1.87 Million 0.74% of portfolio
17,552
Q4 2024 Added 1.01%

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $254 Million
  • Prior Value $244 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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