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STEPHANE BOUVEL

@Bouvel Investment Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$277.475MTotal holdings78
Assets growth rate4.36%Assets growth rate (2-Q avg)3.61%Continuous growth in asset value10 quarters

Portfolio positions

This chart displays the top 10 holdings in Bouvel Investment Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 78 positions.

Assets under management

The assets under management (AUM) of Bouvel Investment Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 277.475M in assets, with a quarterly growth rate of 4.36% and a 2-quarter average growth rate of 3.61%. The portfolio is managed by STEPHANE BOUVEL, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
EVTRMorgan Stanley Etf Trust
Recent Activity
Decreased -2.11%
4.24%
$11.758M
235,817 shares@ $49.87 avg price
BONDPimco Etf Tr
Recent Activity
Decreased -1.62%
3.97%
$11.008M
121,748 shares@ $90.42 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -1.2%
3.67%
$10.165M
176,686 shares@ $57.54 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -2.62%
3.03%
$8.404M
111,121 shares@ $75.63 avg price
CGMSCapital Grp Fixed Incm Etf T
Recent Activity
Decreased -0.75%
2.12%
$5.858M
214,744 shares@ $27.28 avg price
QUSSpdr Ser Tr
Recent Activity
Decreased -1.28%
2.04%
$5.659M
36,543 shares@ $154.86 avg price
PRFInvesco Exchange Traded Fd T
Recent Activity
Decreased -2.78%
2%
$5.532M
137,124 shares@ $40.34 avg price
BABoeing Co
Recent Activity
Decreased -1.12%
1.38%
$3.826M
21,616 shares@ $177.0 avg price
IVWIshares Tr
Recent Activity
Decreased -2.74%
1.36%
$3.77M
37,134 shares@ $101.53 avg price
SNPSSynopsys Inc
Recent Activity
Decreased -1.27%
1.36%
$3.769M
7,765 shares@ $485.36 avg price