Bouvel Investment Partners

Bouvel Investment Partners as of March 31, 2024

Portfolio Holdings for Bouvel Investment Partners

Bouvel Investment Partners holds 75 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange Traded F Equity Premium (JEPI) 4.4 $10M 177k 57.86
NVIDIA Corporation (NVDA) 4.1 $9.4M 10k 903.56
Microsoft Corporation (MSFT) 3.5 $8.2M 19k 420.71
Amazon (AMZN) 3.2 $7.5M 41k 180.38
Pimco Etf Tr Active Bd Etf (BOND) 3.1 $7.1M 78k 91.86
American Express Company (AXP) 2.8 $6.6M 29k 227.69
Intuit (INTU) 2.7 $6.3M 9.7k 649.97
Palo Alto Networks (PANW) 2.6 $6.0M 21k 284.12
Alphabet Cap Stk Cl A (GOOGL) 2.6 $5.9M 39k 150.93
salesforce (CRM) 2.5 $5.9M 20k 301.17
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 2.5 $5.8M 214k 27.04
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 2.4 $5.6M 147k 38.47
Intuitive Surgical Com New (ISRG) 2.4 $5.6M 14k 399.08
Spdr Ser Tr Msci Usa Strtgic (QUS) 2.3 $5.3M 37k 145.63
Eli Lilly & Co. (LLY) 2.2 $5.0M 6.5k 777.96
Meta Platforms Cl A (META) 2.0 $4.6M 9.5k 485.58
Eaton Corp SHS (ETN) 2.0 $4.5M 15k 312.68
General Electric Com New (GE) 1.8 $4.3M 24k 175.53
Uber Technologies (UBER) 1.8 $4.2M 54k 76.99
Marvell Technology (MRVL) 1.8 $4.1M 59k 70.88
Honeywell International (HON) 1.6 $3.7M 18k 205.24
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.5 $3.5M 15k 235.79
Adobe Systems Incorporated (ADBE) 1.5 $3.5M 6.9k 504.60
SPS Commerce (SPSC) 1.5 $3.4M 18k 184.89
Chipotle Mexican Grill (CMG) 1.5 $3.4M 1.2k 2906.77
Vanguard World Extended Dur (EDV) 1.5 $3.4M 44k 76.60
Zscaler Incorporated (ZS) 1.4 $3.3M 17k 192.63
Ishares Tr S&p 500 Grwt Etf (IVW) 1.4 $3.3M 39k 84.44
Autodesk (ADSK) 1.3 $3.1M 12k 260.42
Boston Scientific Corporation (BSX) 1.3 $3.1M 45k 68.49
Marriott Intl Cl A (MAR) 1.2 $2.9M 11k 252.31
Fidelity Covington Trust Vlu Factor Etf (FVAL) 1.2 $2.9M 50k 57.05
Ishares Tr Pfd And Incm Sec (PFF) 1.2 $2.8M 88k 32.23
The Trade Desk Com Cl A (TTD) 1.2 $2.8M 33k 87.42
Boeing Company (BA) 1.2 $2.8M 15k 192.99
Epam Systems (EPAM) 1.2 $2.8M 10k 276.16
First Solar (FSLR) 1.2 $2.8M 17k 168.80
Raytheon Technologies Corp (RTX) 1.2 $2.8M 29k 97.53
Marsh & McLennan Companies (MMC) 1.2 $2.8M 13k 205.98
AeroVironment (AVAV) 1.1 $2.6M 17k 153.28
Palantir Technologies Cl A (PLTR) 1.1 $2.6M 113k 23.01
Vanguard Bd Index Fds Long Term Bond (BLV) 1.1 $2.6M 36k 72.33
Teradyne (TER) 1.1 $2.6M 23k 112.83
Morgan Stanley Com New (MS) 1.1 $2.4M 26k 94.16
Ishares Tr Select Divid Etf (DVY) 1.0 $2.3M 18k 123.18
Tyler Technologies (TYL) 0.9 $2.2M 5.1k 424.97
MasTec (MTZ) 0.8 $1.9M 20k 93.25
4068594 Enphase Energy (ENPH) 0.7 $1.7M 14k 120.98
Aspen Aerogels (ASPN) 0.7 $1.7M 94k 17.60
Kratos Defense & Sec Solutio Com New (KTOS) 0.7 $1.6M 90k 18.38
Gentherm (THRM) 0.7 $1.6M 28k 57.58
Ishares Tr Core Div Grwth (DGRO) 0.7 $1.5M 26k 58.06
Block Cl A (SQ) 0.7 $1.5M 18k 84.58
Crispr Therapeutics Namen Akt (CRSP) 0.6 $1.5M 22k 68.16
Iteris (ITI) 0.6 $1.5M 302k 4.94
Altus Power Com Cl A (AMPS) 0.6 $1.5M 306k 4.78
Hexcel Corporation (HXL) 0.6 $1.4M 20k 72.85
Paypal Holdings (PYPL) 0.6 $1.4M 22k 66.99
Shopify Cl A (SHOP) 0.6 $1.4M 18k 77.17
Paycom Software (PAYC) 0.6 $1.3M 6.5k 199.01
Plug Power Com New (PLUG) 0.5 $1.3M 365k 3.44
Hubspot (HUBS) 0.5 $1.1M 1.8k 626.56
Indie Semiconductor Class A Com (INDI) 0.4 $989k 140k 7.08
Universal Display Corporation (OLED) 0.4 $988k 5.9k 168.45
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $951k 8.2k 115.30
Vicor Corporation (VICR) 0.4 $927k 24k 38.24
Illumina (ILMN) 0.4 $899k 6.5k 137.32
Blade Air Mobility Cl A Com (BLDE) 0.3 $767k 269k 2.85
Aehr Test Systems (AEHR) 0.3 $677k 55k 12.40
Synchronoss Technologies Com New (SNCR) 0.3 $642k 77k 8.35
Unity Software (U) 0.3 $608k 23k 26.70
Sabre (SABR) 0.3 $608k 251k 2.42
Chargepoint Holdings Com Cl A (CHPT) 0.2 $576k 303k 1.90
Cerus Corporation (CERS) 0.2 $510k 270k 1.89
Adaptive Biotechnologies Cor (ADPT) 0.1 $148k 46k 3.21