Bouvel Investment Partners, LLC Portfolio Holdings
Bouvel Investment Partners, LLC
- $254 Million
- Q4 2024
Bouvel Investment Partners, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $254 Million distributed in 78 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 $11M, Nvidia Corp with a value of $10.3M, J P Morgan Exchange Traded Fd with a value of $10.2M, Amazon Com Inc with a value of $9.21M, and American Express CO with a value of $8.7M.
Examining the 13F form we can see an increase of $9.58M in the current position value, from $244M to 254M.
Below you can find more details about Bouvel Investment Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$254 Million
Technology: $102 Million
ETFs: $62.3 Million
Industrials: $34.2 Million
Healthcare: $19.5 Million
Financial Services: $16 Million
Communication Services: $10.2 Million
Consumer Cyclical: $9.25 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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