Bouvel Investment Partners, LLC Portfolio Holdings

Bouvel Investment Partners, LLC

  • $244 Million
  • Q3 2024

Bouvel Investment Partners, LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $244 Million distributed in 77 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 $11.7M, J P Morgan Exchange Traded Fd with a value of $10.6M, Nvidia Corp with a value of $9.05M, Microsoft Corp with a value of $8.38M, and American Express CO with a value of $7.84M.

Examining the 13F form we can see an decrease of $3.15M in the current position value, from $247M to 244M.

Below you can find more details about Bouvel Investment Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $244 Million
Technology: $97.3 Million
ETFs: $60.6 Million
Industrials: $33.7 Million
Healthcare: $19.4 Million
Financial Services: $13.5 Million
Consumer Cyclical: $10.4 Million
Communication Services: $9.38 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$349B
$9.05 Million 3.71% of portfolio
74,553
Q3 2024 Reduced 11.94%
$3.27T
$8.38 Million 3.43% of portfolio
19,467
Q3 2024 Added 0.52%
$227B
$7.84 Million 3.21% of portfolio
28,917
Q3 2024 Added 0.53%
$2.33T
$7.73 Million 3.16% of portfolio
41,481
Q3 2024 Added 0.48%
$756B
$5.79 Million 2.37% of portfolio
6,538
Q3 2024 Added 0.57%
$1.37T
$5.43 Million 2.22% of portfolio
9,489
Q3 2024 Added 0.42%
$344B
$5.34 Million 2.19% of portfolio
19,520
Q3 2024 Added 0.48%
$1.17T
$3.95 Million 1.62% of portfolio
23,787
Q3 2024 Reduced 39.26%
$204B
$3.31 Million 1.36% of portfolio
20,197
Q3 2024 Added 38.13%
$215B
$2.7 Million 1.11% of portfolio
25,924
Q3 2024 Added 0.59%
$208B
$2.67 Million 1.09% of portfolio
5,147
Q3 2024 Reduced 25.37%

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $244 Million
  • Prior Value $247 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR/A
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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