Bouvel Investment Partners as of March 31, 2025
Portfolio Holdings for Bouvel Investment Partners
Bouvel Investment Partners holds 77 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 4.7 | $13M | 241k | 51.80 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 4.4 | $12M | 124k | 94.61 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 4.0 | $11M | 179k | 59.51 | |
| NVIDIA Corporation (NVDA) | 3.4 | $9.1M | 75k | 121.44 | |
| Microsoft Corporation (MSFT) | 3.2 | $8.4M | 20k | 430.29 | |
| American Express Company (AXP) | 2.9 | $7.8M | 29k | 271.20 | |
| Amazon (AMZN) | 2.9 | $7.7M | 42k | 186.33 | |
| Intuitive Surgical Com New (ISRG) | 2.6 | $6.9M | 14k | 491.25 | |
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 2.3 | $6.0M | 216k | 27.84 | |
| Intuit (INTU) | 2.3 | $6.0M | 9.7k | 620.97 | |
| Spdr Ser Tr Msci Usa Strtgic (QUS) | 2.2 | $5.8M | 37k | 157.55 | |
| Eli Lilly & Co. (LLY) | 2.2 | $5.8M | 6.5k | 885.94 | |
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 2.2 | $5.7M | 141k | 40.63 | |
| Meta Platforms Cl A (META) | 2.0 | $5.4M | 9.5k | 572.44 | |
| salesforce (CRM) | 2.0 | $5.3M | 20k | 273.70 | |
| Palo Alto Networks (PANW) | 2.0 | $5.2M | 15k | 341.79 | |
| Marvell Technology (MRVL) | 1.9 | $5.0M | 70k | 72.12 | |
| Eaton Corp SHS (ETN) | 1.8 | $4.9M | 15k | 331.44 | |
| Ge Aerospace Com New (GE) | 1.7 | $4.6M | 24k | 188.58 | |
| Palantir Technologies Cl A (PLTR) | 1.6 | $4.2M | 114k | 37.20 | |
| Uber Technologies (UBER) | 1.5 | $4.1M | 54k | 75.16 | |
| First Solar (FSLR) | 1.5 | $4.1M | 16k | 249.44 | |
| Synopsys (SNPS) | 1.5 | $4.0M | 7.9k | 506.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $3.9M | 24k | 165.85 | |
| Boston Scientific Corporation (BSX) | 1.4 | $3.8M | 45k | 83.80 | |
| Honeywell International (HON) | 1.4 | $3.8M | 18k | 206.70 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.4 | $3.7M | 38k | 95.75 | |
| The Trade Desk Com Cl A (TTD) | 1.4 | $3.6M | 33k | 109.65 | |
| Vanguard World Extended Dur (EDV) | 1.3 | $3.5M | 44k | 79.68 | |
| SPS Commerce (SPSC) | 1.3 | $3.5M | 18k | 194.16 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.3 | $3.5M | 14k | 243.47 | |
| Raytheon Technologies Corp (RTX) | 1.3 | $3.5M | 29k | 121.16 | |
| AeroVironment (AVAV) | 1.3 | $3.4M | 17k | 200.49 | |
| Boeing Company (BA) | 1.3 | $3.3M | 22k | 152.04 | |
| Advanced Micro Devices (AMD) | 1.2 | $3.3M | 20k | 164.08 | |
| Autodesk (ADSK) | 1.2 | $3.3M | 12k | 275.48 | |
| Micron Technology (MU) | 1.2 | $3.2M | 31k | 103.71 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 1.2 | $3.1M | 95k | 33.23 | |
| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 1.1 | $3.0M | 50k | 60.60 | |
| Teradyne (TER) | 1.1 | $3.0M | 23k | 133.93 | |
| Marsh & McLennan Companies (MMC) | 1.1 | $3.0M | 14k | 223.09 | |
| Tyler Technologies (TYL) | 1.1 | $3.0M | 5.1k | 583.66 | |
| Zscaler Incorporated (ZS) | 1.1 | $3.0M | 17k | 170.94 | |
| Vanguard Bd Index Fds Long Term Bond (BLV) | 1.1 | $2.9M | 39k | 75.17 | |
| Morgan Stanley Com New (MS) | 1.0 | $2.7M | 26k | 104.24 | |
| Adobe Systems Incorporated (ADBE) | 1.0 | $2.7M | 5.1k | 517.78 | |
| Ishares Tr Select Divid Etf (DVY) | 1.0 | $2.6M | 19k | 135.07 | |
| Aspen Aerogels (ASPN) | 0.9 | $2.5M | 91k | 27.69 | |
| MasTec (MTZ) | 0.9 | $2.4M | 20k | 123.10 | |
| Datadog Cl A Com (DDOG) | 0.9 | $2.3M | 20k | 115.06 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.8 | $2.1M | 89k | 23.30 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.7 | $1.8M | 32k | 54.93 | |
| Harmonic (HLIT) | 0.7 | $1.8M | 121k | 14.57 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.6 | $1.6M | 26k | 62.69 | |
| 4068594 Enphase Energy (ENPH) | 0.6 | $1.5M | 14k | 113.02 | |
| Ge Vernova (GEV) | 0.6 | $1.5M | 6.0k | 254.98 | |
| Shopify Cl A (SHOP) | 0.5 | $1.4M | 17k | 80.14 | |
| Gentherm (THRM) | 0.5 | $1.3M | 28k | 46.55 | |
| Universal Display Corporation (OLED) | 0.5 | $1.2M | 5.8k | 209.90 | |
| Block Cl A (XYZ) | 0.5 | $1.2M | 18k | 67.13 | |
| Vertiv Holdings Com Cl A (VRT) | 0.4 | $1.1M | 11k | 99.49 | |
| Synchronoss Technologies Com New (SNCR) | 0.4 | $1.1M | 73k | 14.89 | |
| Vicor Corporation (VICR) | 0.4 | $1.0M | 25k | 42.10 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.4 | $1.0M | 22k | 46.98 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $969k | 7.7k | 125.62 | |
| Hubspot (HUBS) | 0.4 | $942k | 1.8k | 531.60 | |
| Sabre (SABR) | 0.3 | $912k | 248k | 3.67 | |
| Cerus Corporation (CERS) | 0.3 | $879k | 505k | 1.74 | |
| Plug Power Com New (PLUG) | 0.3 | $856k | 379k | 2.26 | |
| Illumina (ILMN) | 0.3 | $847k | 6.5k | 130.41 | |
| Unity Software (U) | 0.3 | $805k | 36k | 22.62 | |
| Blade Air Mobility Cl A Com (SRTA) | 0.3 | $791k | 269k | 2.94 | |
| Aehr Test Systems (AEHR) | 0.3 | $748k | 58k | 12.85 | |
| Indie Semiconductor Class A Com (INDI) | 0.3 | $743k | 186k | 3.99 | |
| Joby Aviation Common Stock (JOBY) | 0.2 | $614k | 122k | 5.03 | |
| Chargepoint Holdings Com Cl A | 0.2 | $433k | 316k | 1.37 | |
| Adaptive Biotechnologies Cor (ADPT) | 0.1 | $225k | 44k | 5.12 |
