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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$288B
$10.3 Million 4.06% of portfolio
76,704
Q4 2024 Added 2.89%
$1.96T
$9.21 Million 3.63% of portfolio
41,986
Q4 2024 Added 1.22%
$196B
$8.7 Million 3.43% of portfolio
29,323
Q4 2024 Added 1.4%
$165B
$8.4 Million 3.31% of portfolio
111,121
Q4 2024 Reduced 2.63%
$2.86T
$8.35 Million 3.29% of portfolio
19,803
Q4 2024 Added 1.73%
$58.2B
$7.89 Million 3.11% of portfolio
71,392
Q4 2024 Added 2.08%
$171B
$7.49 Million 2.95% of portfolio
14,356
Q4 2024 Added 2.91%
$279B
$6.6 Million 2.6% of portfolio
19,733
Q4 2024 Added 1.09%
$169B
$6.13 Million 2.41% of portfolio
9,746
Q4 2024 Added 0.65%
$54.8B
$5.65 Million 2.23% of portfolio
31,066
Q4 2024 Added 103.27%
$1.31T
$5.64 Million 2.22% of portfolio
9,570
Q4 2024 Added 0.85%
$782B
$5.13 Million 2.02% of portfolio
6,644
Q4 2024 Added 1.62%
$116B
$4.96 Million 1.95% of portfolio
14,937
Q4 2024 Added 1.76%
$960B
$4.55 Million 1.79% of portfolio
24,054
Q4 2024 Added 1.12%
$141B
$4.17 Million 1.64% of portfolio
18,467
Q4 2024 Added 1.37%
$142B
$4.1 Million 1.62% of portfolio
45,907
Q4 2024 Added 1.68%
$23.8B
$3.94 Million 1.55% of portfolio
33,551
Q4 2024 Added 2.0%
$96.3B
$3.83 Million 1.51% of portfolio
21,616
Q4 2024 Reduced 1.13%
$68.5B
$3.77 Million 1.48% of portfolio
7,765
Q4 2024 Reduced 1.27%
$200B
$3.35 Million 1.32% of portfolio
26,611
Q4 2024 Added 2.65%
$4.63B
$3.36 Million 1.32% of portfolio
18,258
Q4 2024 Added 1.11%
$195B
$3.33 Million 1.31% of portfolio
28,788
Q4 2024 Added 0.76%
$142B
$3.3 Million 1.3% of portfolio
54,701
Q4 2024 Added 0.67%
$28.8B
$3.17 Million 1.25% of portfolio
17,547
Q4 2024 Added 1.39%
$23.9B
$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%
$13.6B
$2.91 Million 1.15% of portfolio
16,514
Q4 2024 Added 1.13%
$115B
$2.89 Million 1.14% of portfolio
13,626
Q4 2024 Added 1.14%
$13.9B
$2.87 Million 1.13% of portfolio
22,810
Q4 2024 Added 1.25%
$29.9B
$2.81 Million 1.11% of portfolio
19,700
Q4 2024 Reduced 0.33%
$9.5B
$2.73 Million 1.07% of portfolio
20,019
Q4 2024 Added 1.18%
$3.12B
$2.66 Million 1.05% of portfolio
17,274
Q4 2024 Added 0.97%
$111B
$2.61 Million 1.03% of portfolio
31,033
Q4 2024 Reduced 0.02%
$167B
$2.38 Million 0.94% of portfolio
19,667
Q4 2024 Reduced 2.62%
$3.94B
$2.28 Million 0.9% of portfolio
86,609
Q4 2024 Reduced 2.26%
$182B
$2.2 Million 0.86% of portfolio
4,938
Q4 2024 Reduced 4.06%
$112B
$1.87 Million 0.74% of portfolio
17,552
Q4 2024 Added 1.01%
$1.11B
$1.57 Million 0.62% of portfolio
118,445
Q4 2024 Reduced 1.72%
$30.3B
$1.54 Million 0.61% of portfolio
18,093
Q4 2024 Added 1.26%
$2.64B
$1.31 Million 0.51% of portfolio
31,113
Q4 2024 New
$28.7B
$1.26 Million 0.5% of portfolio
1,807
Q4 2024 Added 2.03%
$1.71B
$1.2 Million 0.47% of portfolio
24,790
Q4 2024 Added 0.99%
$227M
$1.13 Million 0.44% of portfolio
265,433
Q4 2024 Reduced 1.28%
$1.16B
$1.06 Million 0.42% of portfolio
44,539
Q4 2024 New
$3.75B
$1.01 Million 0.4% of portfolio
123,862
Q4 2024 Added 1.4%
$32.7B
$961,000 0.38% of portfolio
11,097
Q4 2024 Added 1.07%
$269M
$957,000 0.38% of portfolio
57,589
Q4 2024 Reduced 1.11%
$705M
$973,000 0.38% of portfolio
54,254
Q4 2024 New
$3.2B
$859,000 0.34% of portfolio
21,846
Q4 2024 Added 0.66%

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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