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BOUVEL INVESTMENT PARTNERS, LLC

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PHOENIXVILLE PA Investment Advisor
13F Summary

Subscription Required

Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Bouvel Investment Partners is based out of Phoenixville. Bouvel Investment Partners is a large advisory firm with 218 clients and discretionary assets under management (AUM) of $202,827,805 (Form ADV from 2023-02-26). Their last reported 13F filing for Q4 2023 included $214,123,867 in managed 13F securities and a top 10 holdings concentration of 31.29%. Bouvel Investment Partners's largest holding is JPMorgan Equity Premium Income ETF- with shares held of 183,902. Whalewisdom has at least 14 13F filings

2023-12-31

Top Buys (13F)

Name % Change
ZS Zscaler Inc 0.4%
AEHR Aehr Test Systems 0.36%
CRM Salesforce.com Inc. 0.31%
PANW Palo Alto Networks I 0.31%
BA Boeing Company 0.31%

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
JEPI JPMorgan Equity Prem 4.72%
BOND PIMCO Active Bond Ex 3.46%
MSFT Microsoft Corp. 3.45%
NVDA NVIDIA Corp. 3.06%
AMZN Amazon.com Inc. 2.95%

2023-12-31

13F Activity

Market Value $214m, Prior: $185m
New Purchases 1 stocks
Added To 65 stocks
Sold out of 1 stocks
Reduced holdings in 10 stocks
Top 10 Holdings % 31.29%
Turnover %[1] 2.6%
Turnover Alt %[2] 0.56%
Time Held Top 20 6 quarters
Time Held Top 10 3 quarters
Time Held All 8.3 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance