Filed: 4/17/2025ACC: 0001085146-25-002169
📋 What this filing means
BOUVEL INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $265.91M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
77
Positions
$265.91M
Total AUM (reported)
4.93M
Total Shares
Allocation by class
COM$136.94M51.5%
COM NEW$18.15M6.8%
EATON VANCE TOTA$12.48M4.7%
CL A$12.27M4.6%
ACTIVE BD ETF$11.71M4.4%
EQUITY PREMIUM$10.64M4.0%
US MULTI-SECTOR$6.02M2.3%
Portfolio Concentration
Top 3$34.83M13.1%
4–10$51.89M19.5%
11–25$71.97M27.1%
Rest$107.21M40.3%
Top 3 weight
13.1%
Top 10 weight
32.6%
Voting Authority Distribution
Total shares with voting rights: 4.93M
Sole
Full voting authority
4.93M
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)
Sole77
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings77
Rows:
MORGAN STANLEY ETF TRUST
SOLEShares240.90K
TypeSH
Market value$12.48M
4.69%
Sole
240.90K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares123.76K
TypeSH
Market value$11.71M
4.40%
Sole
123.76K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares178.84K
TypeSH
Market value$10.64M
4.00%
Sole
178.84K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares74.55K
TypeSH
Market value$9.05M
3.40%
Sole
74.55K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares19.47K
TypeSH
Market value$8.38M
3.15%
Sole
19.47K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares28.92K
TypeSH
Market value$7.84M
2.95%
Sole
28.92K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares41.48K
TypeSH
Market value$7.73M
2.91%
Sole
41.48K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares13.95K
TypeSH
Market value$6.85M
2.58%
Sole
13.95K
Shared
0.00
None
0.00
CAPITAL GRP FIXED INCM ETF T
SOLEShares216.38K
TypeSH
Market value$6.02M
2.27%
Sole
216.38K
Shared
0.00
None
0.00
INTUIT
SOLEShares9.68K
TypeSH
Market value$6.01M
2.26%
Sole
9.68K
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares37.02K
TypeSH
Market value$5.83M
2.19%
Sole
37.02K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares6.54K
TypeSH
Market value$5.79M
2.18%
Sole
6.54K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares141.05K
TypeSH
Market value$5.73M
2.16%
Sole
141.05K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares9.49K
TypeSH
Market value$5.43M
2.04%
Sole
9.49K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares19.52K
TypeSH
Market value$5.34M
2.01%
Sole
19.52K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares15.28K
TypeSH
Market value$5.22M
1.96%
Sole
15.28K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares69.94K
TypeSH
Market value$5.04M
1.90%
Sole
69.94K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares14.68K
TypeSH
Market value$4.87M
1.83%
Sole
14.68K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares24.38K
TypeSH
Market value$4.60M
1.73%
Sole
24.38K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares114.12K
TypeSH
Market value$4.25M
1.60%
Sole
114.12K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares54.34K
TypeSH
Market value$4.08M
1.54%
Sole
54.34K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares16.33K
TypeSH
Market value$4.07M
1.53%
Sole
16.33K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares7.87K
TypeSH
Market value$3.98M
1.50%
Sole
7.87K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares23.79K
TypeSH
Market value$3.95M
1.48%
Sole
23.79K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares45.15K
TypeSH
Market value$3.78M
1.42%
Sole
45.15K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MORGAN STANLEY ETF TRUSTSOLE | EATON VANCE TOTA | 240.90K | SH | $12.48M 4.69% | 240.90K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 123.76K | SH | $11.71M 4.40% | 123.76K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 178.84K | SH | $10.64M 4.00% | 178.84K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 74.55K | SH | $9.05M 3.40% | 74.55K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 19.47K | SH | $8.38M 3.15% | 19.47K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 28.92K | SH | $7.84M 2.95% | 28.92K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 41.48K | SH | $7.73M 2.91% | 41.48K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 13.95K | SH | $6.85M 2.58% | 13.95K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 216.38K | SH | $6.02M 2.27% | 216.38K | 0.00 | 0.00 |
INTUITSOLE | COM | 9.68K | SH | $6.01M 2.26% | 9.68K | 0.00 | 0.00 |
SPDR SER TRSOLE | MSCI USA STRTGIC | 37.02K | SH | $5.83M 2.19% | 37.02K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 6.54K | SH | $5.79M 2.18% | 6.54K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1000 ETF | 141.05K | SH | $5.73M 2.16% | 141.05K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 9.49K | SH | $5.43M 2.04% | 9.49K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 19.52K | SH | $5.34M 2.01% | 19.52K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 15.28K | SH | $5.22M 1.96% | 15.28K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 69.94K | SH | $5.04M 1.90% | 69.94K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 14.68K | SH | $4.87M 1.83% | 14.68K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 24.38K | SH | $4.60M 1.73% | 24.38K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 114.12K | SH | $4.25M 1.60% | 114.12K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 54.34K | SH | $4.08M 1.54% | 54.34K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 16.33K | SH | $4.07M 1.53% | 16.33K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 7.87K | SH | $3.98M 1.50% | 7.87K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 23.79K | SH | $3.95M 1.48% | 23.79K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 45.15K | SH | $3.78M 1.42% | 45.15K | 0.00 | 0.00 |
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