Bouvel Investment Partners, LLC Portfolio Holdings by Sector
Bouvel Investment Partners, LLC
- $244 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BOND JEPI QUS PRF IVW EDV VOT PFF 14 stocks |
$60,648
24.83% of portfolio
|
5
|
9
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW PLTR SNPS SPSC ZS ADBE SQ 8 stocks |
$32,150
13.16% of portfolio
|
3
|
5
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU CRM UBER TTD TYL ADSK DDOG SHOP 10 stocks |
$30,372
12.43% of portfolio
|
7
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA MRVL AMD MU 4 stocks |
$20,628
8.44% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX AVAV BA KTOS 4 stocks |
$12,277
5.03% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN GE 2 stocks |
$9,459
3.87% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$9,376
3.84% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP 1 stocks |
$7,841
3.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$7,729
3.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$6,853
2.81% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$5,792
2.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
FSLR ENPH 2 stocks |
$5,616
2.3% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
BSX CERS 2 stocks |
$4,661
1.91% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
TER AEHR INDI 3 stocks |
$4,507
1.85% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$3,765
1.54% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$3,005
1.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS 1 stocks |
$2,702
1.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
ASPN 1 stocks |
$2,521
1.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
MTZ 1 stocks |
$2,432
1.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
OLED VICR 2 stocks |
$2,247
0.92% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT PLUG 2 stocks |
$1,806
0.74% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
HLIT 1 stocks |
$1,756
0.72% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
BLDE JOBY 2 stocks |
$1,404
0.57% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
THRM 1 stocks |
$1,285
0.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
CRSP ADPT 2 stocks |
$1,243
0.51% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
SABR 1 stocks |
$911
0.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
ILMN 1 stocks |
$846
0.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
CHPT 1 stocks |
$433
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|