Bouvel Investment Partners, LLC Portfolio Holdings by Sector
Bouvel Investment Partners, LLC
- $254 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BOND JEPI QUS PRF IMCG IVW VOT DVY 14 stocks |
$62,264
24.53% of portfolio
|
5
|
9
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR MSFT PANW SNPS SPSC ZS ADBE SQ 8 stocks |
$36,426
14.35% of portfolio
|
5
|
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM INTU TTD UBER TYL ADSK DDOG SHOP 10 stocks |
$32,614
12.85% of portfolio
|
8
|
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA MRVL MU AMD 4 stocks |
$23,171
9.13% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA RTX AVAV KTOS MRCY 5 stocks |
$13,405
5.28% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$10,197
4.02% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN GE SMR 3 stocks |
$10,036
3.95% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$9,211
3.63% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP 1 stocks |
$8,702
3.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$7,493
2.95% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$5,129
2.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
BSX CERS 2 stocks |
$4,865
1.92% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
TER AEHR INDI 3 stocks |
$4,567
1.8% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$4,171
1.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS 1 stocks |
$3,345
1.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
FSLR 1 stocks |
$2,910
1.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$2,894
1.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
MTZ 1 stocks |
$2,725
1.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
BLDE JOBY 2 stocks |
$2,134
0.84% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
HLIT 1 stocks |
$1,567
0.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
VICR 1 stocks |
$1,197
0.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
CRSP ADPT 2 stocks |
$1,121
0.44% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
SYM 1 stocks |
$1,057
0.42% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT PLUG 2 stocks |
$992
0.39% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
ILMN 1 stocks |
$849
0.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
ASPN 1 stocks |
$764
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
SABR 1 stocks |
$36
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|