Bouvel Investment Partners as of Dec. 31, 2024
Portfolio Holdings for Bouvel Investment Partners
Bouvel Investment Partners holds 78 positions in its portfolio as reported in the December 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) | 4.2 | $12M | 236k | 49.86 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 4.0 | $11M | 122k | 90.42 | |
| NVIDIA Corporation (NVDA) | 3.7 | $10M | 77k | 134.29 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 3.7 | $10M | 177k | 57.53 | |
| Amazon (AMZN) | 3.3 | $9.2M | 42k | 219.39 | |
| American Express Company (AXP) | 3.1 | $8.7M | 29k | 296.79 | |
| Palantir Technologies Cl A (PLTR) | 3.0 | $8.4M | 111k | 75.63 | |
| Microsoft Corporation (MSFT) | 3.0 | $8.3M | 20k | 421.49 | |
| Marvell Technology (MRVL) | 2.8 | $7.9M | 71k | 110.45 | |
| Intuitive Surgical Com New (ISRG) | 2.7 | $7.5M | 14k | 521.94 | |
| salesforce (CRM) | 2.4 | $6.6M | 20k | 334.32 | |
| Intuit (INTU) | 2.2 | $6.1M | 9.7k | 628.47 | |
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 2.1 | $5.9M | 215k | 27.28 | |
| Spdr Ser Tr Msci Usa Strtgic (QUS) | 2.0 | $5.7M | 37k | 154.85 | |
| Palo Alto Networks (PANW) | 2.0 | $5.7M | 31k | 181.96 | |
| Meta Platforms Cl A (META) | 2.0 | $5.6M | 9.6k | 585.51 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 2.0 | $5.5M | 137k | 40.34 | |
| Eli Lilly & Co. (LLY) | 1.8 | $5.1M | 6.6k | 772.00 | |
| Eaton Corp SHS (ETN) | 1.8 | $5.0M | 15k | 331.87 | |
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 1.7 | $4.6M | 61k | 75.53 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $4.6M | 24k | 189.30 | |
| Honeywell International (HON) | 1.5 | $4.2M | 19k | 225.88 | |
| Ge Aerospace Com New (GE) | 1.5 | $4.1M | 25k | 166.79 | |
| Boston Scientific Corporation (BSX) | 1.5 | $4.1M | 46k | 89.32 | |
| The Trade Desk Com Cl A (TTD) | 1.4 | $3.9M | 34k | 117.53 | |
| Boeing Company (BA) | 1.4 | $3.8M | 22k | 177.00 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.4 | $3.8M | 37k | 101.53 | |
| Synopsys (SNPS) | 1.4 | $3.8M | 7.8k | 485.36 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.3 | $3.6M | 14k | 253.75 | |
| Autodesk (ADSK) | 1.3 | $3.6M | 12k | 295.57 | |
| Ishares Tr Select Divid Etf (DVY) | 1.2 | $3.4M | 26k | 131.29 | |
| SPS Commerce (SPSC) | 1.2 | $3.4M | 18k | 183.98 | |
| Morgan Stanley Com New (MS) | 1.2 | $3.3M | 27k | 125.72 | |
| Raytheon Technologies Corp (RTX) | 1.2 | $3.3M | 29k | 115.72 | |
| Uber Technologies (UBER) | 1.2 | $3.3M | 55k | 60.32 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 1.2 | $3.3M | 58k | 56.38 | |
| Zscaler Incorporated (ZS) | 1.1 | $3.2M | 18k | 180.41 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 1.1 | $3.0M | 96k | 31.44 | |
| Tyler Technologies (TYL) | 1.1 | $3.0M | 5.1k | 576.58 | |
| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 1.1 | $3.0M | 48k | 61.52 | |
| First Solar (FSLR) | 1.0 | $2.9M | 17k | 176.24 | |
| Marsh & McLennan Companies (MMC) | 1.0 | $2.9M | 14k | 212.41 | |
| Teradyne (TER) | 1.0 | $2.9M | 23k | 125.92 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.0 | $2.8M | 28k | 100.34 | |
| Datadog Cl A Com (DDOG) | 1.0 | $2.8M | 20k | 142.89 | |
| MasTec (MTZ) | 1.0 | $2.7M | 20k | 136.14 | |
| AeroVironment (AVAV) | 1.0 | $2.7M | 17k | 153.89 | |
| Micron Technology (MU) | 0.9 | $2.6M | 31k | 84.16 | |
| Advanced Micro Devices (AMD) | 0.9 | $2.4M | 20k | 120.79 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.8 | $2.3M | 87k | 26.38 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $2.2M | 4.9k | 444.68 | |
| Ge Vernova (GEV) | 0.7 | $2.0M | 6.0k | 328.93 | |
| Shopify Cl A (SHOP) | 0.7 | $1.9M | 18k | 106.33 | |
| Harmonic (HLIT) | 0.6 | $1.6M | 118k | 13.23 | |
| Block Cl A (XYZ) | 0.6 | $1.5M | 18k | 84.99 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.6 | $1.5M | 25k | 61.34 | |
| Super Micro Computer Com New (SMCI) | 0.5 | $1.4M | 47k | 30.48 | |
| Mercury Computer Systems (MRCY) | 0.5 | $1.3M | 31k | 42.00 | |
| Vertiv Holdings Com Cl A (VRT) | 0.5 | $1.3M | 11k | 113.61 | |
| Hubspot (HUBS) | 0.5 | $1.3M | 1.8k | 696.77 | |
| Vicor Corporation (VICR) | 0.4 | $1.2M | 25k | 48.32 | |
| Blade Air Mobility Cl A Com (SRTA) | 0.4 | $1.1M | 265k | 4.25 | |
| Symbotic Class A Com (SYM) | 0.4 | $1.1M | 45k | 23.71 | |
| Tempus Ai Cl A (TEM) | 0.4 | $1.0M | 31k | 33.76 | |
| Joby Aviation Common Stock (JOBY) | 0.4 | $1.0M | 124k | 8.13 | |
| Nuscale Pwr Corp Cl A Com (SMR) | 0.4 | $973k | 54k | 17.93 | |
| Aehr Test Systems (AEHR) | 0.3 | $958k | 58k | 16.63 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $917k | 7.1k | 128.62 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.3 | $860k | 22k | 39.36 | |
| Illumina (ILMN) | 0.3 | $850k | 6.4k | 133.63 | |
| Unity Software (U) | 0.3 | $787k | 35k | 22.47 | |
| Cerus Corporation (CERS) | 0.3 | $765k | 497k | 1.54 | |
| Aspen Aerogels (ASPN) | 0.3 | $765k | 64k | 11.88 | |
| Indie Semiconductor Class A Com (INDI) | 0.3 | $738k | 182k | 4.05 | |
| Synchronoss Technologies Com New (SNCR) | 0.2 | $693k | 72k | 9.60 | |
| Adaptive Biotechnologies Cor (ADPT) | 0.1 | $263k | 44k | 5.99 | |
| Sabre (SABR) | 0.0 | $37k | 10k | 3.65 | |
| Plug Power Com New (PLUG) | 0.0 | $32k | 15k | 2.13 |
