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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.19B
$1.57 Million 0.62% of portfolio
118,445
Q4 2024 Reduced 1.72%
$1.65B
$1.2 Million 0.47% of portfolio
24,790
Q4 2024 Added 0.99%
$1.65B
$1.06 Million 0.42% of portfolio
44,539
Q4 2024 New
$327M
$957,000 0.38% of portfolio
57,589
Q4 2024 Reduced 1.11%
$1B
$973,000 0.38% of portfolio
54,254
Q4 2024 New
$331M
$765,000 0.3% of portfolio
496,782
Q4 2024 Reduced 1.63%
$473M
$764,000 0.3% of portfolio
64,363
Q4 2024 Reduced 29.27%
$491M
$738,000 0.29% of portfolio
182,323
Q4 2024 Reduced 2.04%
$1.11B
$262,000 0.1% of portfolio
43,805
Q4 2024 Reduced 0.18%
$1.08B
$31,000 0.01% of portfolio
15,000
Q4 2024 Reduced 96.04%
$1.1B
$36,000 0.01% of portfolio
10,000
Q4 2024 Reduced 95.97%

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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