Bouvel Investment Partners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BI Bouvel Investment Partners, LLC | Institutional Filer | ▼ 0.65% | $344.6M | 78 |
Current Portfolio Holdings
Showing all 78 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BOND | PIMCO ETF TR | — | 239K | $22.0M | 6.39% |
| 2 | EVTR | MORGAN STANLEY ETF TRUST | — | 261K | $13.2M | 3.84% |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 275K | $11.7M | 3.39% |
| 4 | AVGO | Broadcom Inc. | Technology | 36K | $11.2M | 3.25% |
| 5 | NVDA | NVIDIA Corporation | Technology | 63K | $11.1M | 3.21% |
| 6 | PRF | INVESCO EXCHANGE TRADED FD T | — | 198K | $9.4M | 2.73% |
| 7 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 42K | $8.8M | 2.56% |
| 8 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 147K | $8.3M | 2.42% |
| 9 | INTC | Intel Corporation | Technology | 173K | $7.6M | 2.21% |
| 10 | LITE | Lumentum Holdings Inc. | Technology | 11K | $7.5M | 2.17% |
| 11 | ETR | Entergy Corporation | Utilities | 66K | $7.5M | 2.17% |
| 12 | MSFT | Microsoft Corporation | Technology | 20K | $7.4M | 2.14% |
| 13 | MRVL | Marvell Technology, Inc. | Technology | 73K | $7.2M | 2.10% |
| 14 | GE | GE Aerospace | Industrials | 25K | $7.1M | 2.06% |
| 15 | GOOGL | Alphabet Inc. | Technology | 24K | $7.0M | 2.03% |
Showing 1 to 15 of 78 holdings