Bouvel Investment Partners, LLC Top Holdings and 13F Report (2024) → Millionaire-Making “Wealth Pattern” Just Repeated on April 22 (From Paradigm Press) (Ad) About Bouvel Investment Partners, LLCInvestment ActivityBouvel Investment Partners, LLC has $231.51 million in total holdings as of March 31, 2024.Bouvel Investment Partners, LLC owns shares of 75 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 4.56% of the portfolio was purchased this quarter.About 4.91% of the portfolio was sold this quarter.This quarter, Bouvel Investment Partners, LLC has purchased 77 new stocks and bought additional shares in 30 stocks.Bouvel Investment Partners, LLC sold shares of 43 stocks and completely divested from 4 stocks this quarter.Largest Holdings JPMorgan Equity Premium Income ETF $10,256,784NVIDIA $9,377,146Microsoft $8,167,648Amazon.com $7,463,583PIMCO ETF TR $7,129,071 Largest New Holdings this Quarter SPDR MSCI USA StrategicFactors ETF $5,337,194 Holdingindie Semiconductor $988,764 Holding Largest Purchases this Quarter SPDR MSCI USA StrategicFactors ETF 36,649 shares (about $5.34M)Eli Lilly and Company 2,313 shares (about $1.80M)indie Semiconductor 139,656 shares (about $988.76K)Plug Power 162,692 shares (about $559.66K)ChargePoint 176,246 shares (about $334.87K) Largest Sales this Quarter NVIDIA 2,864 shares (about $2.59M)AeroVironment 8,096 shares (about $1.24M)JPMorgan Equity Premium Income ETF 6,633 shares (about $383.79K)PIMCO ETF TR 2,537 shares (about $233.05K)Invesco FTSE RAFI US 1000 ETF 5,206 shares (about $200.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBouvel Investment Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJEPIJPMorgan Equity Premium Income ETF$10,256,784$383,785 ▼-3.6%177,2694.4%ETFNVDANVIDIA$9,377,146$2,587,796 ▼-21.6%10,3784.1%Computer and TechnologyMSFTMicrosoft$8,167,648$105,598 ▼-1.3%19,4143.5%Computer and TechnologyAMZNAmazon.com$7,463,583$29,402 ▼-0.4%41,3773.2%Retail/WholesalePIMCO ETF TR$7,129,071$233,049 ▼-3.2%77,6083.1%ACTIVE BD ETFAXPAmerican Express$6,573,410$52,824 ▼-0.8%28,8702.8%FinanceINTUIntuit$6,283,875$31,198 ▼-0.5%9,6682.7%Computer and TechnologyPANWPalo Alto Networks$5,969,997$38,357 ▼-0.6%21,0122.6%Computer and TechnologyGOOGLAlphabet$5,913,739$31,695 ▼-0.5%39,1822.6%Computer and TechnologyCRMSalesforce$5,871,354$26,804 ▼-0.5%19,4952.5%Computer and TechnologyCGMSCapital Group U.S. Multi-Sector Income ETF$5,772,040$198,744 ▼-3.3%213,4632.5%ETFPRFInvesco FTSE RAFI US 1000 ETF$5,646,511$200,275 ▼-3.4%146,7772.4%ETFISRGIntuitive Surgical$5,551,941$4,390 ▼-0.1%13,9122.4%MedicalQUSSPDR MSCI USA StrategicFactors ETF$5,337,194$5,337,194 ▲New Holding36,6492.3%ETFLLYEli Lilly and Company$5,024,844$1,799,422 ▲55.8%6,4592.2%MedicalMETAMeta Platforms$4,599,414$34,962 ▼-0.8%9,4722.0%Computer and TechnologyETNEaton$4,525,105$34,082 ▼-0.7%14,4722.0%Industrial ProductsGEGeneral Electric$4,274,858$33,877 ▼-0.8%24,3541.8%TransportationUBERUber Technologies$4,181,558$47,888 ▼-1.1%54,3131.8%Computer and TechnologyMRVLMarvell Technology$4,148,854$80,803 ▲2.0%58,5341.8%Business ServicesHONHoneywell International$3,731,342$25,656 ▲0.7%18,1801.6%Multi-Sector ConglomeratesVOTVanguard Mid-Cap Growth ETF$3,486,863$121,668 ▼-3.4%14,7881.5%ETFADBEAdobe$3,479,217$12,110 ▼-0.3%6,8951.5%Computer and TechnologySPSCSPS Commerce$3,386,351$17,380 ▼-0.5%18,3151.5%Business ServicesCMGChipotle Mexican Grill$3,377,667$17,441 ▼-0.5%1,1621.5%Retail/WholesaleEDVVanguard Extended Duration Treasury ETF$3,375,915$87,477 ▼-2.5%44,0721.5%ETFZSZscaler$3,349,258$5,779 ▼-0.2%17,3871.4%Computer and TechnologyIVWiShares S&P 500 Growth ETF$3,251,024$31,496 ▼-1.0%38,5011.4%ETFADSKAutodesk$3,120,352$57,292 ▲1.9%11,9821.3%Computer and TechnologyBSXBoston Scientific$3,052,668$29,999 ▼-1.0%44,5711.3%MedicalMARMarriott International$2,886,174$11,859 ▼-0.4%11,4391.2%Consumer DiscretionaryFVALFidelity Value Factor ETF$2,876,575$27,042 ▼-0.9%50,4221.2%ETFPFFiShares Preferred and Income Securities ETF$2,846,973$105,102 ▼-3.6%88,3331.2%ETFTTDTrade Desk$2,843,423$54,463 ▲2.0%32,5261.2%Computer and TechnologyBABoeing$2,797,197$23,931 ▼-0.8%14,4941.2%AerospaceEPAMEPAM Systems$2,796,672$14,084 ▼-0.5%10,1271.2%Computer and TechnologyFSLRFirst Solar$2,788,914$338 ▲0.0%16,5221.2%Oils/EnergyRTXRTX$2,783,409$2,341 ▼-0.1%28,5391.2%AerospaceMMCMarsh & McLennan Companies$2,764,664$25,130 ▼-0.9%13,4221.2%FinanceAVAVAeroVironment$2,649,062$1,240,919 ▼-31.9%17,2831.1%AerospacePLTRPalantir Technologies$2,597,656$24,460 ▲1.0%112,8931.1%Business ServicesBLVVanguard Long-Term Bond ETF$2,597,370$74,500 ▼-2.8%35,9101.1%ETFTERTeradyne$2,570,155$12,637 ▲0.5%22,7791.1%Computer and TechnologyMSMorgan Stanley$2,436,202$44,726 ▲1.9%25,8731.1%FinanceDVYiShares Select Dividend ETF$2,263,433$82,777 ▼-3.5%18,3751.0%ETFTYLTyler Technologies$2,180,514$8,924 ▼-0.4%5,1310.9%Computer and TechnologyMTZMasTec$1,864,907$46,066 ▲2.5%19,9990.8%ConstructionENPHEnphase Energy$1,670,310$43,188 ▲2.7%13,8070.7%Oils/EnergyASPNAspen Aerogels$1,657,709$2,288 ▼-0.1%94,1880.7%ConstructionKTOSKratos Defense & Security Solutions$1,645,515$1,048 ▼-0.1%89,5280.7%AerospaceTHRMGentherm$1,604,812$43,012 ▲2.8%27,8710.7%Auto/Tires/TrucksDGROiShares Core Dividend Growth ETF$1,535,455$9,928 ▼-0.6%26,4460.7%ETFSQBlock$1,525,189$36,115 ▲2.4%18,0330.7%Business ServicesCRSPCRISPR Therapeutics$1,494,612$5,453 ▲0.4%21,9280.6%MedicalITIIteris$1,490,596$33,839 ▲2.3%301,7400.6%Computer and TechnologyAMPSAltus Power$1,461,117$39,650 ▲2.8%305,6730.6%Oils/EnergyHXLHexcel$1,444,178$9,835 ▼-0.7%19,8240.6%AerospacePYPLPayPal$1,440,318$3,349 ▼-0.2%21,5010.6%Computer and TechnologySHOPShopify$1,357,690$3,704 ▼-0.3%17,5940.6%Computer and TechnologyPAYCPaycom Software$1,296,152$16,319 ▲1.3%6,5130.6%Computer and TechnologyPLUGPlug Power$1,255,784$559,660 ▲80.4%365,0540.5%Industrial ProductsHUBSHubSpot$1,123,422$24,436 ▲2.2%1,7930.5%Computer and TechnologyINDIindie Semiconductor$988,764$988,764 ▲New Holding139,6560.4%Computer and TechnologyOLEDUniversal Display$987,791$6,064 ▲0.6%5,8640.4%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$950,764$1,268 ▼-0.1%8,2460.4%ETFVICRVicor$927,435$276,514 ▲42.5%24,2530.4%Computer and TechnologyILMNIllumina$899,034$11,535 ▲1.3%6,5470.4%MedicalBLDEBlade Air Mobility$766,556$254,656 ▲49.7%268,9670.3%Business ServicesAEHRAehr Test Systems$676,966$312,815 ▲85.9%54,5940.3%Computer and TechnologySYNCHRONOSS TECHNOLOGIES INC$641,672$21,025 ▲3.4%76,8470.3%COM NEWUUnity Software$608,306$15,940 ▲2.7%22,7830.3%Computer and TechnologySABRSabre$607,966$18,469 ▲3.1%251,2260.3%Computer and TechnologyCHPTChargePoint$576,202$334,868 ▲138.8%303,2640.2%Auto/Tires/TrucksCERSCerus$510,015$23,103 ▲4.7%269,8490.2%MedicalADPTAdaptive Biotechnologies$147,755$2,664 ▲1.8%46,0300.1%MedicalKRESPDR S&P Regional Banking ETF$0$2,354,055 ▼-100.0%00.0%ETFNCLHNorwegian Cruise Line$0$1,421,127 ▼-100.0%00.0%Consumer DiscretionaryFNCLFidelity MSCI Financials Index ETF$0$1,306,727 ▼-100.0%00.0%ETFAPDAir Products and Chemicals$0$237,385 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. 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