Bouvel Investment Partners as of March 31, 2023
Portfolio Holdings for Bouvel Investment Partners
Bouvel Investment Partners holds 69 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr 1 3 Yr Treas Bd (SHY) | 6.3 | $11M | 130k | 82.16 | |
J P Morgan Exchange Traded F Equity Premium (JEPI) | 6.1 | $10M | 190k | 54.60 | |
Microsoft Corporation (MSFT) | 3.1 | $5.3M | 18k | 288.29 | |
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 3.0 | $5.1M | 52k | 99.25 | |
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 2.9 | $5.0M | 32k | 156.78 | |
Palo Alto Networks (PANW) | 2.9 | $4.9M | 25k | 199.74 | |
NVIDIA Corporation (NVDA) | 2.6 | $4.5M | 16k | 277.77 | |
American Express Company (AXP) | 2.6 | $4.5M | 27k | 164.95 | |
First Solar (FSLR) | 2.6 | $4.5M | 21k | 217.50 | |
Intuit (INTU) | 2.4 | $4.1M | 9.1k | 445.81 | |
Amazon (AMZN) | 2.3 | $4.0M | 39k | 103.29 | |
Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $3.8M | 37k | 103.73 | |
salesforce (CRM) | 2.1 | $3.7M | 18k | 199.77 | |
Marriott Intl Cl A (MAR) | 2.1 | $3.6M | 22k | 166.04 | |
SPS Commerce (SPSC) | 2.0 | $3.4M | 22k | 152.30 | |
Intuitive Surgical Com New (ISRG) | 1.9 | $3.3M | 13k | 255.46 | |
Honeywell International (HON) | 1.9 | $3.3M | 17k | 191.11 | |
Wells Fargo & Company (WFC) | 1.8 | $3.1M | 83k | 37.38 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.8 | $3.1M | 16k | 194.89 | |
Boeing Company (BA) | 1.7 | $2.9M | 14k | 212.43 | |
Ishares Tr Pfd And Incm Sec (PFF) | 1.7 | $2.9M | 91k | 31.22 | |
Epam Systems (EPAM) | 1.6 | $2.8M | 9.4k | 299.00 | |
AeroVironment (AVAV) | 1.6 | $2.7M | 29k | 91.66 | |
Raytheon Technologies Corp (RTX) | 1.5 | $2.6M | 27k | 97.93 | |
4068594 Enphase Energy (ENPH) | 1.5 | $2.6M | 12k | 210.27 | |
Bank of America Corporation (BAC) | 1.5 | $2.5M | 87k | 28.60 | |
Adobe Systems Incorporated (ADBE) | 1.4 | $2.4M | 6.3k | 385.37 | |
Silicon Laboratories (SLAB) | 1.4 | $2.4M | 14k | 175.09 | |
Marvell Technology (MRVL) | 1.4 | $2.4M | 55k | 43.30 | |
Autodesk (ADSK) | 1.4 | $2.4M | 11k | 208.16 | |
Ishares Tr Select Divid Etf (DVY) | 1.3 | $2.3M | 19k | 117.18 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 1.3 | $2.2M | 35k | 63.89 | |
Teradyne (TER) | 1.3 | $2.2M | 21k | 107.51 | |
General Electric Com New (GE) | 1.3 | $2.2M | 23k | 95.60 | |
Spdr Ser Tr S&p Regl Bkg (KRE) | 1.3 | $2.1M | 49k | 43.86 | |
Boston Scientific Corporation (BSX) | 1.2 | $2.1M | 42k | 50.03 | |
Fidelity Covington Trust Vlu Factor Etf (FVAL) | 1.2 | $2.1M | 46k | 45.76 | |
Meta Platforms Cl A (META) | 1.1 | $1.9M | 9.0k | 211.94 | |
Paycom Software (PAYC) | 1.1 | $1.9M | 6.1k | 304.01 | |
Chipotle Mexican Grill (CMG) | 1.1 | $1.8M | 1.1k | 1708.29 | |
Dex (DXCM) | 1.1 | $1.8M | 16k | 116.18 | |
MasTec (MTZ) | 1.0 | $1.7M | 18k | 94.44 | |
Tyler Technologies (TYL) | 1.0 | $1.6M | 4.6k | 354.60 | |
Plug Power Com New (PLUG) | 1.0 | $1.6M | 140k | 11.72 | |
Uber Technologies (UBER) | 1.0 | $1.6M | 51k | 31.70 | |
Norwegian Cruise Line Hldg L SHS (NCLH) | 0.9 | $1.6M | 120k | 13.45 | |
Tripadvisor (TRIP) | 0.9 | $1.6M | 79k | 19.86 | |
Paypal Holdings (PYPL) | 0.9 | $1.5M | 20k | 75.94 | |
Gentherm (THRM) | 0.9 | $1.5M | 25k | 60.42 | |
Iteris (ITI) | 0.8 | $1.3M | 279k | 4.69 | |
Ishares Tr Core Div Grwth (DGRO) | 0.7 | $1.2M | 24k | 49.99 | |
Chargepoint Holdings Com Cl A (CHPT) | 0.7 | $1.2M | 111k | 10.47 | |
Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.7 | $1.1M | 25k | 45.10 | |
Block Cl A (SQ) | 0.7 | $1.1M | 16k | 68.65 | |
Kratos Defense & Sec Solutio Com New (KTOS) | 0.7 | $1.1M | 83k | 13.48 | |
Illumina (ILMN) | 0.6 | $1.0M | 4.3k | 232.55 | |
Sabre (SABR) | 0.6 | $974k | 227k | 4.29 | |
Crispr Therapeutics Namen Akt (CRSP) | 0.5 | $903k | 20k | 45.23 | |
Palantir Technologies Cl A (PLTR) | 0.5 | $898k | 106k | 8.45 | |
Shopify Cl A (SHOP) | 0.5 | $787k | 16k | 47.94 | |
Twilio Cl A (TWLO) | 0.4 | $703k | 11k | 66.63 | |
Cerus Corporation (CERS) | 0.4 | $695k | 234k | 2.97 | |
Unity Software (U) | 0.4 | $682k | 21k | 32.44 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $658k | 7.3k | 90.55 | |
Ge Healthcare Technologies I Common Stock (GEHC) | 0.4 | $623k | 7.6k | 82.03 | |
Synchronoss Technologies | 0.3 | $592k | 630k | 0.94 | |
Chegg (CHGG) | 0.3 | $500k | 31k | 16.30 | |
Adaptive Biotechnologies Cor (ADPT) | 0.2 | $375k | 42k | 8.83 | |
Air Products & Chemicals (APD) | 0.1 | $249k | 867.00 | 287.21 |