Filed: 1/15/2025ACC: 0001085146-25-000214
📋 What this filing means
BOUVEL INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 78 equity positions with a total reported market value of $277.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
78
Positions
$277.48M
Total AUM (reported)
4.17M
Total Shares
Allocation by class
COM$136.47M49.2%
COM NEW$19.38M7.0%
CL A$18.44M6.6%
EATON VANCE TOTA$11.76M4.2%
ACTIVE BD ETF$11.01M4.0%
EQUITY PREMIUM$10.16M3.7%
US MULTI-SECTOR$5.86M2.1%
Portfolio Concentration
Top 3$33.07M11.9%
4–10$60.21M21.7%
11–25$76.60M27.6%
Rest$107.60M38.8%
Top 3 weight
11.9%
Top 10 weight
33.6%
Voting Authority Distribution
Total shares with voting rights: 4.17M
Sole
Full voting authority
4.17M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole78
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings78
Rows:
MORGAN STANLEY ETF TRUST
SOLEShares235.82K
TypeSH
Market value$11.76M
4.24%
Sole
235.82K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares121.75K
TypeSH
Market value$11.01M
3.97%
Sole
121.75K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares76.70K
TypeSH
Market value$10.30M
3.71%
Sole
76.70K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares176.69K
TypeSH
Market value$10.16M
3.66%
Sole
176.69K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares41.99K
TypeSH
Market value$9.21M
3.32%
Sole
41.99K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares29.32K
TypeSH
Market value$8.70M
3.14%
Sole
29.32K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares111.12K
TypeSH
Market value$8.40M
3.03%
Sole
111.12K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares19.80K
TypeSH
Market value$8.35M
3.01%
Sole
19.80K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares71.39K
TypeSH
Market value$7.89M
2.84%
Sole
71.39K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares14.36K
TypeSH
Market value$7.49M
2.70%
Sole
14.36K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares19.73K
TypeSH
Market value$6.60M
2.38%
Sole
19.73K
Shared
0.00
None
0.00
INTUIT
SOLEShares9.75K
TypeSH
Market value$6.13M
2.21%
Sole
9.74K
Shared
0.00
None
0.00
CAPITAL GRP FIXED INCM ETF T
SOLEShares214.74K
TypeSH
Market value$5.86M
2.11%
Sole
214.74K
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares36.54K
TypeSH
Market value$5.66M
2.04%
Sole
36.54K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares31.07K
TypeSH
Market value$5.65M
2.04%
Sole
31.07K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares9.57K
TypeSH
Market value$5.60M
2.02%
Sole
9.57K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares137.12K
TypeSH
Market value$5.53M
1.99%
Sole
137.12K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares6.64K
TypeSH
Market value$5.13M
1.85%
Sole
6.64K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares14.94K
TypeSH
Market value$4.96M
1.79%
Sole
14.94K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares61.08K
TypeSH
Market value$4.61M
1.66%
Sole
61.08K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares24.05K
TypeSH
Market value$4.55M
1.64%
Sole
24.05K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares18.47K
TypeSH
Market value$4.17M
1.50%
Sole
18.47K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares24.62K
TypeSH
Market value$4.11M
1.48%
Sole
24.62K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares45.91K
TypeSH
Market value$4.10M
1.48%
Sole
45.91K
Shared
0.00
None
0.00
THE TRADE DESK INC
SOLEShares33.55K
TypeSH
Market value$3.94M
1.42%
Sole
33.55K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MORGAN STANLEY ETF TRUSTSOLE | EATON VANCE TOTA | 235.82K | SH | $11.76M 4.24% | 235.82K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 121.75K | SH | $11.01M 3.97% | 121.75K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 76.70K | SH | $10.30M 3.71% | 76.70K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 176.69K | SH | $10.16M 3.66% | 176.69K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 41.99K | SH | $9.21M 3.32% | 41.99K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 29.32K | SH | $8.70M 3.14% | 29.32K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 111.12K | SH | $8.40M 3.03% | 111.12K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 19.80K | SH | $8.35M 3.01% | 19.80K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 71.39K | SH | $7.89M 2.84% | 71.39K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 14.36K | SH | $7.49M 2.70% | 14.36K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 19.73K | SH | $6.60M 2.38% | 19.73K | 0.00 | 0.00 |
INTUITSOLE | COM | 9.75K | SH | $6.13M 2.21% | 9.74K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 214.74K | SH | $5.86M 2.11% | 214.74K | 0.00 | 0.00 |
SPDR SER TRSOLE | MSCI USA STRTGIC | 36.54K | SH | $5.66M 2.04% | 36.54K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 31.07K | SH | $5.65M 2.04% | 31.07K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 9.57K | SH | $5.60M 2.02% | 9.57K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | FTSE RAFI 1000 | 137.12K | SH | $5.53M 1.99% | 137.12K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 6.64K | SH | $5.13M 1.85% | 6.64K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 14.94K | SH | $4.96M 1.79% | 14.94K | 0.00 | 0.00 |
ISHARES TRSOLE | MRGSTR MD CP GRW | 61.08K | SH | $4.61M 1.66% | 61.08K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 24.05K | SH | $4.55M 1.64% | 24.05K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 18.47K | SH | $4.17M 1.50% | 18.47K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 24.62K | SH | $4.11M 1.48% | 24.62K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 45.91K | SH | $4.10M 1.48% | 45.91K | 0.00 | 0.00 |
THE TRADE DESK INCSOLE | COM CL A | 33.55K | SH | $3.94M 1.42% | 33.55K | 0.00 | 0.00 |
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