J.P. Marvel Investment Advisors, LLC Portfolio Holdings

J.P. Marvel Investment Advisors, LLC

  • $608 Million
  • Q3 2024

J.P. Marvel Investment Advisors, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $608 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $79.7M, Eli Lilly & CO with a value of $49.6M, Apple Inc. with a value of $42.4M, Alphabet Inc. with a value of $29.6M, and Amazon Com Inc with a value of $25.5M.

Examining the 13F form we can see an increase of $1.21M in the current position value, from $607M to 608M.

Below you can find more details about J.P. Marvel Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $608 Million
Technology: $203 Million
Healthcare: $168 Million
Financial Services: $74.7 Million
Industrials: $44.1 Million
Communication Services: $37.4 Million
Consumer Cyclical: $27.7 Million
Energy: $17 Million
Consumer Defensive: $14.5 Million
Other: $21.9 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.79B
$13.7 Million 2.25% of portfolio
16,775
Q3 2024 Reduced 0.07%
$9.45B
$7.77 Million 1.28% of portfolio
39,431
Q3 2024 Reduced 0.11%
$7.88B
$4.74 Million 0.78% of portfolio
64,831
Q3 2024 Reduced 0.08%
$8.31B
$900,000 0.15% of portfolio
33,636
Q3 2024 Reduced 1.48%
$2.44B
$670,000 0.11% of portfolio
75,812
Q3 2024 Reduced 3.8%
$9.71B
$493,000 0.08% of portfolio
4,369
Q3 2024 Reduced 0.57%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $608 Million
  • Prior Value $607 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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