Bouvel Investment Partners as of Sept. 30, 2024
Portfolio Holdings for Bouvel Investment Partners
Bouvel Investment Partners holds 77 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 4.6 | $12M | 238k | 49.65 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 4.3 | $11M | 122k | 91.08 | |
| NVIDIA Corporation (NVDA) | 4.0 | $11M | 85k | 123.54 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 3.9 | $10M | 179k | 56.68 | |
| Microsoft Corporation (MSFT) | 3.3 | $8.7M | 19k | 446.94 | |
| Amazon (AMZN) | 3.1 | $8.0M | 41k | 193.25 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $7.1M | 39k | 182.15 | |
| Palo Alto Networks (PANW) | 2.7 | $7.1M | 21k | 339.00 | |
| American Express Company (AXP) | 2.6 | $6.7M | 29k | 231.55 | |
| Intuit (INTU) | 2.4 | $6.3M | 9.6k | 657.18 | |
| Intuitive Surgical Com New (ISRG) | 2.4 | $6.2M | 14k | 444.83 | |
| Eli Lilly & Co. (LLY) | 2.3 | $5.9M | 6.5k | 905.38 | |
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 2.2 | $5.8M | 216k | 26.92 | |
| Spdr Ser Tr Msci Usa Strtgic (QUS) | 2.1 | $5.5M | 37k | 147.45 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 2.1 | $5.5M | 144k | 37.95 | |
| salesforce (CRM) | 1.9 | $5.0M | 19k | 257.09 | |
| Marvell Technology (MRVL) | 1.9 | $4.9M | 70k | 69.90 | |
| Meta Platforms Cl A (META) | 1.8 | $4.8M | 9.4k | 504.22 | |
| Synopsys (SNPS) | 1.8 | $4.6M | 7.8k | 595.06 | |
| Eaton Corp SHS (ETN) | 1.8 | $4.6M | 15k | 313.55 | |
| Uber Technologies (UBER) | 1.5 | $3.9M | 54k | 72.68 | |
| Honeywell International (HON) | 1.5 | $3.9M | 18k | 213.53 | |
| Ge Aerospace Com New (GE) | 1.5 | $3.9M | 24k | 158.97 | |
| Adobe Systems Incorporated (ADBE) | 1.5 | $3.8M | 6.9k | 555.54 | |
| First Solar (FSLR) | 1.4 | $3.7M | 17k | 225.46 | |
| Chipotle Mexican Grill (CMG) | 1.4 | $3.6M | 57k | 62.65 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.4 | $3.6M | 39k | 92.54 | |
| SPS Commerce (SPSC) | 1.3 | $3.4M | 18k | 188.15 | |
| Boston Scientific Corporation (BSX) | 1.3 | $3.4M | 44k | 77.01 | |
| Teradyne (TER) | 1.3 | $3.4M | 23k | 148.29 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.3 | $3.4M | 15k | 229.56 | |
| Zscaler Incorporated (ZS) | 1.3 | $3.3M | 17k | 192.19 | |
| Vanguard World Extended Dur (EDV) | 1.3 | $3.3M | 45k | 73.41 | |
| The Trade Desk Com Cl A (TTD) | 1.2 | $3.2M | 32k | 97.67 | |
| AeroVironment (AVAV) | 1.2 | $3.2M | 17k | 182.15 | |
| Autodesk (ADSK) | 1.1 | $3.0M | 12k | 247.45 | |
| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 1.1 | $2.9M | 51k | 57.58 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 1.1 | $2.9M | 92k | 31.55 | |
| Palantir Technologies Cl A (PLTR) | 1.1 | $2.9M | 114k | 25.33 | |
| Raytheon Technologies Corp (RTX) | 1.1 | $2.9M | 28k | 100.39 | |
| Marsh & McLennan Companies (MMC) | 1.1 | $2.8M | 13k | 210.72 | |
| Boeing Company (BA) | 1.0 | $2.6M | 15k | 182.01 | |
| Vanguard Bd Index Fds Long Term Bond (BLV) | 1.0 | $2.6M | 37k | 70.29 | |
| Tyler Technologies (TYL) | 1.0 | $2.6M | 5.1k | 502.73 | |
| Morgan Stanley Com New (MS) | 1.0 | $2.5M | 26k | 97.19 | |
| Advanced Micro Devices (AMD) | 0.9 | $2.4M | 15k | 162.21 | |
| Ishares Tr Select Divid Etf (DVY) | 0.9 | $2.3M | 19k | 120.98 | |
| Aspen Aerogels (ASPN) | 0.9 | $2.2M | 94k | 23.85 | |
| MasTec (MTZ) | 0.8 | $2.1M | 20k | 106.99 | |
| Super Micro Computer | 0.8 | $2.1M | 2.6k | 819.35 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.7 | $1.8M | 33k | 55.50 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.7 | $1.8M | 90k | 20.01 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.6 | $1.5M | 26k | 57.61 | |
| 4068594 Enphase Energy (ENPH) | 0.5 | $1.4M | 14k | 99.71 | |
| Gentherm (THRM) | 0.5 | $1.4M | 28k | 49.32 | |
| Iteris (ITI) | 0.5 | $1.3M | 302k | 4.33 | |
| Universal Display Corporation (OLED) | 0.5 | $1.2M | 5.9k | 210.25 | |
| Altus Power Com Cl A (AMPS) | 0.5 | $1.2M | 306k | 3.92 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.5 | $1.2M | 22k | 54.01 | |
| Block Cl A (XYZ) | 0.5 | $1.2M | 18k | 64.49 | |
| Shopify Cl A (SHOP) | 0.4 | $1.2M | 18k | 66.05 | |
| Hubspot (HUBS) | 0.4 | $1.1M | 1.8k | 589.79 | |
| Ge Vernova (GEV) | 0.4 | $1.0M | 6.0k | 171.51 | |
| Vertiv Holdings Com Cl A (VRT) | 0.4 | $962k | 11k | 86.57 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $958k | 8.1k | 118.78 | |
| Blade Air Mobility Cl A Com (SRTA) | 0.4 | $943k | 271k | 3.48 | |
| Plug Power Com New (PLUG) | 0.3 | $888k | 381k | 2.33 | |
| Indie Semiconductor Class A Com (INDI) | 0.3 | $862k | 140k | 6.17 | |
| Vicor Corporation (VICR) | 0.3 | $812k | 25k | 33.16 | |
| Synchronoss Technologies Com New (SNCR) | 0.3 | $695k | 75k | 9.30 | |
| Illumina (ILMN) | 0.3 | $684k | 6.6k | 104.38 | |
| Sabre (SABR) | 0.3 | $671k | 251k | 2.67 | |
| Aehr Test Systems (AEHR) | 0.2 | $628k | 56k | 11.17 | |
| Cerus Corporation (CERS) | 0.2 | $475k | 270k | 1.76 | |
| Chargepoint Holdings Com Cl A | 0.2 | $472k | 312k | 1.51 | |
| Unity Software (U) | 0.1 | $370k | 23k | 16.26 | |
| Adaptive Biotechnologies Cor (ADPT) | 0.1 | $166k | 46k | 3.62 |
