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 |