Bouvel Investment Partners as of Dec. 31, 2023
Portfolio Holdings for Bouvel Investment Partners
Bouvel Investment Partners holds 77 positions in its portfolio as reported in the December 2023 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) | 4.7 | $10M | 184k | 54.98 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 3.5 | $7.4M | 80k | 92.45 | |
| Microsoft Corporation (MSFT) | 3.5 | $7.4M | 20k | 376.03 | |
| NVIDIA Corporation (NVDA) | 3.1 | $6.6M | 13k | 495.22 | |
| Amazon (AMZN) | 2.9 | $6.3M | 42k | 151.94 | |
| Palo Alto Networks (PANW) | 2.9 | $6.2M | 21k | 294.87 | |
| Intuit (INTU) | 2.8 | $6.1M | 9.7k | 625.00 | |
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 2.8 | $6.0M | 221k | 26.99 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $5.5M | 39k | 139.69 | |
| American Express Company (AXP) | 2.5 | $5.5M | 29k | 187.34 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 2.5 | $5.3M | 152k | 35.20 | |
| salesforce (CRM) | 2.4 | $5.2M | 20k | 263.13 | |
| Intuitive Surgical Com New (ISRG) | 2.2 | $4.7M | 14k | 337.35 | |
| Adobe Systems Incorporated (ADBE) | 1.9 | $4.1M | 6.9k | 596.60 | |
| Zscaler Incorporated (ZS) | 1.8 | $3.9M | 17k | 221.56 | |
| Boeing Company (BA) | 1.8 | $3.8M | 15k | 260.66 | |
| Honeywell International (HON) | 1.8 | $3.8M | 18k | 209.70 | |
| Vanguard World Extended Dur (EDV) | 1.7 | $3.7M | 45k | 81.03 | |
| SPS Commerce (SPSC) | 1.7 | $3.6M | 18k | 193.83 | |
| Eaton Corp SHS (ETN) | 1.6 | $3.5M | 15k | 240.82 | |
| Marvell Technology (MRVL) | 1.6 | $3.5M | 57k | 60.31 | |
| Uber Technologies (UBER) | 1.6 | $3.4M | 55k | 61.57 | |
| Meta Platforms Cl A (META) | 1.6 | $3.4M | 9.5k | 353.96 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.6 | $3.4M | 15k | 219.57 | |
| AeroVironment (AVAV) | 1.5 | $3.2M | 25k | 126.04 | |
| General Electric Com New (GE) | 1.5 | $3.1M | 25k | 127.63 | |
| Epam Systems (EPAM) | 1.4 | $3.0M | 10k | 297.34 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.4 | $2.9M | 39k | 75.10 | |
| Autodesk (ADSK) | 1.3 | $2.9M | 12k | 243.48 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 1.3 | $2.9M | 92k | 31.19 | |
| First Solar (FSLR) | 1.3 | $2.8M | 17k | 172.28 | |
| Vanguard Bd Index Fds Long Term Bond (BLV) | 1.3 | $2.8M | 37k | 74.58 | |
| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 1.3 | $2.7M | 51k | 53.00 | |
| Chipotle Mexican Grill (CMG) | 1.2 | $2.7M | 1.2k | 2286.96 | |
| Boston Scientific Corporation (BSX) | 1.2 | $2.6M | 45k | 57.81 | |
| Marriott Intl Cl A (MAR) | 1.2 | $2.6M | 12k | 225.51 | |
| Marsh & McLennan Companies (MMC) | 1.2 | $2.6M | 14k | 189.47 | |
| Teradyne (TER) | 1.1 | $2.5M | 23k | 108.52 | |
| Eli Lilly & Co. (LLY) | 1.1 | $2.4M | 4.1k | 582.92 | |
| Raytheon Technologies Corp (RTX) | 1.1 | $2.4M | 29k | 84.14 | |
| Morgan Stanley Com New (MS) | 1.1 | $2.4M | 25k | 93.25 | |
| Spdr Ser Tr S&p Regl Bkg (KRE) | 1.1 | $2.4M | 45k | 52.43 | |
| The Trade Desk Com Cl A (TTD) | 1.1 | $2.3M | 32k | 71.96 | |
| Ishares Tr Select Divid Etf (DVY) | 1.0 | $2.2M | 19k | 117.22 | |
| Tyler Technologies (TYL) | 1.0 | $2.2M | 5.2k | 418.08 | |
| Altus Power Com Cl A (AMPS) | 0.9 | $2.0M | 297k | 6.83 | |
| Palantir Technologies Cl A (PLTR) | 0.9 | $1.9M | 112k | 17.17 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.8 | $1.8M | 90k | 20.29 | |
| 4068594 Enphase Energy (ENPH) | 0.8 | $1.8M | 14k | 132.14 | |
| Iteris (ITI) | 0.7 | $1.5M | 295k | 5.20 | |
| Aspen Aerogels (ASPN) | 0.7 | $1.5M | 94k | 15.78 | |
| MasTec (MTZ) | 0.7 | $1.5M | 20k | 75.72 | |
| Hexcel Corporation (HXL) | 0.7 | $1.5M | 20k | 73.75 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.7 | $1.4M | 27k | 53.82 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.7 | $1.4M | 71k | 20.04 | |
| Gentherm (THRM) | 0.7 | $1.4M | 27k | 52.36 | |
| Shopify Cl A (SHOP) | 0.6 | $1.4M | 18k | 77.90 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.6 | $1.4M | 22k | 62.60 | |
| Block Cl A (SQ) | 0.6 | $1.4M | 18k | 77.35 | |
| Paycom Software (PAYC) | 0.6 | $1.3M | 6.4k | 206.72 | |
| Paypal Holdings (PYPL) | 0.6 | $1.3M | 22k | 61.41 | |
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.6 | $1.3M | 24k | 53.55 | |
| Universal Display Corporation (OLED) | 0.5 | $1.1M | 5.8k | 191.26 | |
| Sabre (SABR) | 0.5 | $1.1M | 244k | 4.40 | |
| Hubspot (HUBS) | 0.5 | $1.0M | 1.8k | 580.54 | |
| Plug Power Com New (PLUG) | 0.4 | $911k | 202k | 4.50 | |
| Unity Software (U) | 0.4 | $907k | 22k | 40.89 | |
| Illumina (ILMN) | 0.4 | $900k | 6.5k | 139.24 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $869k | 8.3k | 105.23 | |
| Aehr Test Systems (AEHR) | 0.4 | $779k | 29k | 26.53 | |
| Vicor Corporation (VICR) | 0.4 | $765k | 17k | 44.94 | |
| Blade Air Mobility Cl A Com (BLDE) | 0.3 | $634k | 180k | 3.53 | |
| Cerus Corporation (CERS) | 0.3 | $557k | 258k | 2.16 | |
| Synchronoss Technologies Com New (SNCR) | 0.2 | $462k | 74k | 6.21 | |
| Chargepoint Holdings Com Cl A (CHPT) | 0.1 | $297k | 127k | 2.34 | |
| Air Products & Chemicals (APD) | 0.1 | $237k | 867.00 | 273.80 | |
| Adaptive Biotechnologies Cor (ADPT) | 0.1 | $222k | 45k | 4.90 |
