Bouvel Investment Partners, LLC Reduced Holdings in Q3 2025

Bouvel Investment Partners, LLC

  • $297 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
-40.3K
- 45.95%
$130.68 - $186.97 $5.27M - $7.54M
47.4K $8.65M
ISRG
Intuitive Surgical Inc

Healthcare
-73
- 0.51%
$433.66 - $544.47 $31.7K - $39.7K
14.3K $6.37M
INTU
Intuit Inc

Technology
-162
- 1.66%
$646.03 - $807.39 $105K - $131K
9.61K $6.56M
CRM
Salesforce, Inc.

Technology
-118
- 0.6%
$231.66 - $273.65 $27.3K - $32.3K
19.6K $4.64M
BSX
Boston Scientific Corp

Healthcare
-492
- 1.07%
$97.03 - $108.14 $47.7K - $53.2K
45.5K $4.44M
HON
Honeywell International Inc

Industrials
-334
- 1.8%
$207.7 - $240.4 $69.4K - $80.3K
18.2K $3.84M
NVDA
Nvidia Corp

Technology
-14K
- 18.24%
$153.3 - $186.58 $2.15M - $2.62M
62.9K $11.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-6.34K
- 4.47%
$55.61 - $57.37 $353K - $364K
136K $7.75M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-214
- 1.57%
$196.15 - $217.83 $42K - $46.6K
13.4K $2.71M
KKR
Kkr & Co. Inc.

Financial Services
-547
- 1.1%
$129.95 - $152.16 $71.1K - $83.2K
49.1K $6.38M
AMZN
Amazon Com Inc

Consumer Cyclical
-715
- 1.7%
$211.65 - $238.24 $151K - $170K
41.4K $9.08M
PANW
Palo Alto Networks Inc

Technology
-446
- 1.44%
$167.06 - $208.19 $74.5K - $92.9K
30.6K $6.24M
LLY
Eli Lilly & CO

Healthcare
-9
- 0.13%
$625.65 - $812.69 $5.63K - $7.31K
6.73K $5.13M
META
Meta Platforms, Inc.

Communication Services
-107
- 1.12%
$695.21 - $791.73 $74.4K - $84.7K
9.44K $6.93M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-818
- 2.52%
$100.16 - $100.7 $81.9K - $82.4K
31.6K $3.18M
FISV
Fiserv Inc

Technology
-363
- 1.03%
N/A
34.9K $4.37M
CGMS
Capital Grp Core Plus Income E
-7.59K
- 3.46%
N/A
212K $0
Super Micro Computer Inc
-372
- 0.79%
N/A
47K $0
Morgan Stanley ETF Trust
-9.72K
- 3.87%
N/A
241K $0
DVY
Ishares Tr

ETFs
-98
- 4.2%
$133.88 - $142.57 $13.1K - $14K
2.24K $317K
VOT
Vanguard Mid Cap Growth Index

ETFs
-43
- 1.69%
$282.75 - $294.19 $12.2K - $12.7K
2.51K $735K
DGRO
Ishares Core Dividend Growth E

ETFs
-798
- 3.14%
$64.12 - $68.08 $51.2K - $54.3K
24.6K $1.68M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-232
- 2.46%
$135.0 - $146.02 $31.3K - $33.9K
9.19K $1.34M
FVAL
Fidelity Covington Tr Value Fa

ETFs
-1.43K
- 3.15%
$63.74 - $69.18 $91K - $98.8K
43.9K $3.02M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-2.01K
- 2.57%
$42.04 - $45.23 $84.3K - $90.7K
75.9K $3.43M
UBER
Uber Technologies, Inc

Technology
-941
- 1.72%
$86.91 - $99.57 $81.8K - $93.7K
53.9K $5.28M
ETN
Eaton Corp PLC

Industrials
-234
- 1.56%
$342.99 - $392.76 $80.3K - $91.9K
14.8K $5.53M
BLDE
Blade Air Mobility, Inc.

Industrials
-9.24K
- 3.62%
$3.77 - $5.87 $34.8K - $54.2K
246K $1.26M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.1K
- 3.19%
$108.97 - $121.65 $119K - $133K
33.3K $4.02M
MSFT
Microsoft Corp

Technology
-299
- 1.51%
$491.09 - $535.64 $147K - $160K
19.5K $10.1M
CGDV
Capital Group Divid Value ETF

ETFs
-8.65K
- 3.21%
$39.59 - $42.21 $343K - $365K
261K $11M
MRVL
Marvell Technology, Inc.

Technology
-1.03K
- 1.41%
$62.31 - $84.07 $64K - $86.3K
71.6K $6.02M
IWY
Ishares Tr Russell 200 Growth

ETFs
-654
- 2.79%
$243.93 - $275.62 $160K - $180K
22.8K $6.24M
RTX
Raytheon Technologies Corp

Industrials
-483
- 1.66%
$144.19 - $167.33 $69.6K - $80.8K
28.6K $4.78M
GE
General Electric CO

Industrials
-216
- 0.88%
$244.75 - $305.63 $52.9K - $66K
24.4K $7.35M
GOOGL
Alphabet Inc.

Communication Services
-347
- 1.44%
$174.36 - $254.72 $60.5K - $88.4K
23.8K $5.78M
AVGO
Broadcom Inc.

Technology
-356
- 1.0%
$264.74 - $369.57 $94.2K - $132K
35.2K $11.6M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-19.9K
- 23.97%
$43.07 - $91.37 $858K - $1.82M
63.2K $5.78M
Activity Summary
Buys All Purchases 39 New Holdings 8 Increased Positions 31 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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