J.P. Marvel Investment Advisors, LLC Portfolio Holdings

J.P. Marvel Investment Advisors, LLC

  • $589 Million
  • Q4 2024

J.P. Marvel Investment Advisors, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $589 Million distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $87M, Apple Inc. with a value of $45.4M, Eli Lilly & CO with a value of $43.2M, Alphabet Inc. with a value of $33.6M, and Amazon Com Inc with a value of $29.8M.

Examining the 13F form we can see an decrease of $18.7M in the current position value, from $608M to 589M.

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

Portfolio value $589 Million
Technology: $194 Million
Healthcare: $141 Million
Financial Services: $89.7 Million
Industrials: $50.2 Million
Communication Services: $37.1 Million
Consumer Cyclical: $29.8 Million
Energy: $16.5 Million
Consumer Defensive: $13.3 Million
Other: $18.6 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$44B
$12.3 Million 2.08% of portfolio
258,026
Q4 2024 Added 0.91%
$144B
$11.8 Million 2.0% of portfolio
27,784
Q4 2024 Added 2.74%
$92.8B
$9.23 Million 1.57% of portfolio
27,152
Q4 2024 Reduced 0.67%
$125B
$9.01 Million 1.53% of portfolio
159,344
Q4 2024 Reduced 0.46%
$73.7B
$8.69 Million 1.47% of portfolio
70,904
Q4 2024 Reduced 0.35%
$84.1B
$8.58 Million 1.46% of portfolio
66,471
Q4 2024 Added 30.3%
$14.4B
$7.43 Million 1.26% of portfolio
81,781
Q4 2024 Reduced 4.96%
$162B
$6.62 Million 1.12% of portfolio
28,855
Q4 2024 Reduced 15.58%
$46.4B
$6.48 Million 1.1% of portfolio
10,911
Q4 2024 New
$22.7B
$5.63 Million 0.96% of portfolio
45,234
Q4 2023 Reduced 0.13%
$12.6B
$5.59 Million 0.95% of portfolio
24,300
Q3 2024 Reduced 0.15%
$12B
$5.37 Million 0.91% of portfolio
64,246
Q4 2024 Reduced 0.9%
$102B
$5.24 Million 0.89% of portfolio
61,417
Q4 2024 Added 309.45%
$54.7B
$4.68 Million 0.79% of portfolio
68,555
Q3 2024 Reduced 0.19%
$121B
$4.56 Million 0.77% of portfolio
57,056
Q4 2024 Reduced 0.44%
$196B
$4.48 Million 0.76% of portfolio
12,347
Q3 2024 Reduced 0.14%
$149B
$2.68 Million 0.45% of portfolio
101,028
Q4 2024 Reduced 30.74%
$119B
$2.57 Million 0.44% of portfolio
6,392
Q1 2024 Added 2.77%
$39.8B
$2.5 Million 0.42% of portfolio
26,944
Q3 2024 Reduced 0.66%
$187B
$2.07 Million 0.35% of portfolio
17,146
Q4 2024 Reduced 25.08%
$177B
$1.98 Million 0.34% of portfolio
10,160
Q1 2021 Added 1.09%
$148B
$1.94 Million 0.33% of portfolio
51,788
Q4 2024 Reduced 4.72%
$15.4B
$1.91 Million 0.32% of portfolio
45,942
Q4 2024 Reduced 0.17%
$89.6B
$1.51 Million 0.26% of portfolio
6,500
Q3 2024 Added 887.84%
$21.9B
$1.35 Million 0.23% of portfolio
8,000
Q2 2017 New
$26.8B
$1.25 Million 0.21% of portfolio
10,816
Q3 2024 Reduced 0.65%
$42.3B
$1.05 Million 0.18% of portfolio
13,450
Q3 2022 Reduced 0.22%
$33.4B
$941,000 0.16% of portfolio
4,000
Q4 2022 Reduced 0.2%
$70.6B
$790,000 0.13% of portfolio
3,000
Q3 2019 New
$37B
$723,000 0.12% of portfolio
9,456
Q1 2024 Added 0.27%
$71B
$634,000 0.11% of portfolio
20,247
Q3 2023 Reduced 0.59%
$79.8B
$389,000 0.07% of portfolio
19,444
Q4 2024 Reduced 83.89%
$32.7B
$398,000 0.07% of portfolio
4,600
Q4 2023 New
$69B
$326,000 0.06% of portfolio
3,990
Q1 2021 New
$36.3B
$286,000 0.05% of portfolio
4,737
Q4 2024 Reduced 89.41%

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $589 Million
  • Prior Value $608 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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