Bouvel Investment Partners, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Phoenixville, PA
CIK
0001839122
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 77 258,506 EVTR, BOND, NVDA, JEPI 13F-HR 7/12/2024 000108514624002897
Q1 2024 75 231,514 JEPI, NVDA, MSFT, AMZN 13F-HR 4/15/2024 000108514624001817
Q4 2023 77 214,123 JEPI, BOND, MSFT, NVDA 13F-HR 1/11/2024 000108514624000205
Q3 2023 77 184,979 JEPI, BOND, MSFT, CGMS 13F-HR 10/10/2023 000108514623003637
Q2 2023 72 182,619 JEPI, NVDA, MSFT, SHY 13F-HR 7/14/2023 000108514623002710
Q1 2023 69 171,225 SHY, JEPI, MSFT, MINT 13F-HR 4/11/2023 000108514623001624
Q4 2022 67 154,966 SHY, JEPI, MINT, PRF 13F-HR 1/18/2023 000108514623000196
Q3 2022 67 150,020 SHY, JEPI, MINT, AMZN 13F-HR 10/13/2022 000108514622003379
Q2 2022 66 132,803 SHY, VTIP, PRF, MSFT 13F-HR 7/13/2022 000108514622002365
Q1 2022 65 164,036 MSFT, VTIP, PANW, GOOGL 13F-HR 4/11/2022 000108514622001349
Q4 2021 66 178,297 MSFT, VTIP, GOOGL, AMZN 13F-HR 1/19/2022 000183912222000001
Q3 2021 65 176,920 MSFT, GOOGL, AMZN, PRF 13F-HR 10/7/2021 000183912221000005
Q2 2021 63 177,184 MSFT, AMZN, PYPL, GOOGL 13F-HR 7/12/2021 000183912221000004
Q1 2021 61 155,846 MSFT, AMZN, INTU, PLUG 13F-HR 4/15/2021 000183912221000003
Q4 2020 77 140,872 PLUG, AMZN, PYPL, MSFT RESTATEMENT 2/12/2021 000183912221000002
Additional filings from Bouvel Investment Partners, LLC that have since been restated