Bouvel Investment Partners, LLC Top Holdings and 13F Report (2024) → Elon to Transform U.S. Economy? (From Porter & Company) (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%IndustrialsKTOSKratos 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. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
