StockDriftsStockDriftsTop 50 Bouvel Investment Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BOND | PIMCO ETF TR | 6.39% | 238.6K | $22.0M | +0.33%(+779) | $91.87(-0.03%) | 2026-03-31 | |
| EVTR | MORGAN STANLEY ETF TRUST | 3.84% | 261.1K | $13.2M | -2.01%(-5.35K) | $49.93(+1.64%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 3.39% | 274.5K | $11.7M | -2.20%(-6.19K) | $37.85(+23.28%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.25% | 36.2K | $11.2M | +0.62%(+224) | $225.70(+89.35%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.21% | 63.5K | $11.1M | +0.18%(+117) | $29.79(+559.53%) | 2026-03-31 | |
| PRF | INVESCO EXCHANGE TRADED FD T | 2.73% | 198.3K | $9.4M | +149.15%(+118.71K) | $39.28(+32.60%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.56% | 42.3K | $8.8M | +0.65%(+275) | $160.07(+70.89%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.42% | 147.0K | $8.3M | +0.99%(+1.45K) | $53.83(+4.96%) | 2026-03-31 | |
| INTC | INTEL CORP | 2.21% | 172.7K | $7.6M | +0.86%(+1.48K) | $28.20(+283.48%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 2.17% | 10.7K | $7.5M | +2.88%(+298) | $140.26(+609.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.02% | +60.23% |
| Top 20 Holdings Unweighted | +17.83% | +63.58% |
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