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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$94.3B
$7.89 Million 3.11% of portfolio
71,392
Q4 2024 Added 2.08%
$163B
$6.13 Million 2.41% of portfolio
9,746
Q4 2024 Added 0.65%
$58B
$5.65 Million 2.23% of portfolio
31,066
Q4 2024 Added 103.27%
$125B
$4.96 Million 1.95% of portfolio
14,937
Q4 2024 Added 1.76%
$138B
$4.17 Million 1.64% of portfolio
18,467
Q4 2024 Added 1.37%
$151B
$4.1 Million 1.62% of portfolio
45,907
Q4 2024 Added 1.68%
$52.1B
$3.94 Million 1.55% of portfolio
33,551
Q4 2024 Added 2.0%
$108B
$3.83 Million 1.51% of portfolio
21,616
Q4 2024 Reduced 1.13%
$80.4B
$3.77 Million 1.48% of portfolio
7,765
Q4 2024 Reduced 1.27%
$188B
$3.33 Million 1.31% of portfolio
28,788
Q4 2024 Added 0.76%
$148B
$3.3 Million 1.3% of portfolio
54,701
Q4 2024 Added 0.67%
$29.4B
$3.17 Million 1.25% of portfolio
17,547
Q4 2024 Added 1.39%
$25.2B
$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%
$17.9B
$2.91 Million 1.15% of portfolio
16,514
Q4 2024 Added 1.13%
$113B
$2.89 Million 1.14% of portfolio
13,626
Q4 2024 Added 1.14%
$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%
$100B
$2.61 Million 1.03% of portfolio
31,033
Q4 2024 Reduced 0.02%
$174B
$2.38 Million 0.94% of portfolio
19,667
Q4 2024 Reduced 2.62%
$140B
$1.87 Million 0.74% of portfolio
17,552
Q4 2024 Added 1.01%
$45.2B
$1.54 Million 0.61% of portfolio
18,093
Q4 2024 Added 1.26%
$37B
$1.26 Million 0.5% of portfolio
1,807
Q4 2024 Added 2.03%
$32.7B
$961,000 0.38% of portfolio
11,097
Q4 2024 Added 1.07%
$17.5B
$849,000 0.33% of portfolio
6,360
Q4 2024 Reduced 2.06%

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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