Bouvel Investment Partners, LLC Top Holdings and 13F Report (2025) About Bouvel Investment Partners, LLCInvestment ActivityBouvel Investment Partners, LLC has $265.91 million in total holdings as of March 31, 2025.Bouvel Investment Partners, LLC owns shares of 77 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 5.71% of the portfolio was purchased this quarter.About 8.66% of the portfolio was sold this quarter.This quarter, Bouvel Investment Partners, LLC has purchased 78 new stocks and bought additional shares in 31 stocks.Bouvel Investment Partners, LLC sold shares of 40 stocks and completely divested from 7 stocks this quarter.Largest Holdings MORGAN STANLEY ETF TRUST $12,478,775PIMCO ETF TR $11,708,839JPMorgan Equity Premium Income ETF $10,642,768NVIDIA $9,053,716Microsoft $8,376,435 Largest New Holdings this Quarter 921910709 - Vanguard Extended Duration Treasury ETF $3,515,402 Holding921937793 - Vanguard Long-Term Bond ETF $2,903,441 Holding29355A107 - Enphase Energy $1,543,571 Holding37253A103 - Gentherm $1,285,711 Holding91347P105 - Universal Display $1,213,432 Holding Largest Purchases this Quarter Vanguard Extended Duration Treasury ETF 44,119 shares (about $3.52M)Vanguard Long-Term Bond ETF 38,625 shares (about $2.90M)Enphase Energy 13,658 shares (about $1.54M)Gentherm 27,620 shares (about $1.29M)Universal Display 5,781 shares (about $1.21M) Largest Sales this Quarter Palo Alto Networks 15,783 shares (about $5.39M)JPMorgan Nasdaq Equity Premium Income ETF 25,445 shares (about $1.40M)iShares Select Dividend ETF 6,830 shares (about $922.53K)NVIDIA 2,151 shares (about $261.22K)Intuitive Surgical 406 shares (about $199.45K) 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 PortfolioSectorMORGAN STANLEY ETF TRUST$12,478,775$263,455 ▲2.2%240,9034.7%EATON VANCE TOTAPIMCO ETF TR$11,708,839$190,261 ▲1.7%123,7594.4%ACTIVE BD ETFJEPIJPMorgan Equity Premium Income ETF$10,642,768$128,185 ▲1.2%178,8404.0%ETFNVDANVIDIA$9,053,716$261,217 ▼-2.8%74,5533.4%Computer and TechnologyMSFTMicrosoft$8,376,435$144,577 ▼-1.7%19,4673.2%Computer and TechnologyAXPAmerican Express$7,842,290$110,107 ▼-1.4%28,9172.9%FinanceAMZNAmazon.com$7,729,155$94,097 ▼-1.2%41,4812.9%Retail/WholesaleISRGIntuitive Surgical$6,852,971$199,448 ▼-2.8%13,9502.6%MedicalCGMSCapital Group U.S. Multi-Sector Income ETF$6,023,908$45,435 ▲0.8%216,3762.3%ETFINTUIntuit$6,012,833$39,121 ▼-0.6%9,6832.3%Computer and TechnologyQUSSPDR MSCI USA StrategicFactors ETF$5,832,343$74,994 ▲1.3%37,0192.2%ETFLLYEli Lilly and Company$5,792,276$93,910 ▼-1.6%6,5382.2%MedicalPRFInvesco FTSE RAFI US 1000 ETF$5,730,760$159,432 ▲2.9%141,0482.2%ETFMETAMeta Platforms$5,431,883$46,368 ▼-0.8%9,4892.0%Computer and TechnologyCRMSalesforce$5,342,682$58,299 ▼-1.1%19,5202.0%Computer and TechnologyPANWPalo Alto Networks$5,223,559$5,394,453 ▼-50.8%15,2832.0%Computer and TechnologyMRVLMarvell Technology$5,043,965$104,790 ▼-2.0%69,9391.9%Computer and TechnologyETNEaton$4,865,208$85,512 ▼-1.7%14,6791.8%IndustrialsGEGeneral Electric$4,597,769$45,448 ▼-1.0%24,3811.7%TransportationPALANTIR TECHNOLOGIES INC$4,245,208$111,525 ▲2.7%114,1191.6%CL AUBERUber Technologies$4,083,819$27,509 ▼-0.7%54,3351.5%Computer and TechnologyFSLRFirst Solar$4,073,106$46,146 ▼-1.1%16,3291.5%EnergySNPSSynopsys$3,982,757$50,639 ▲1.3%7,8651.5%Computer and TechnologyGOOGLAlphabet$3,945,074$44,282 ▼-1.1%23,7871.5%Computer and TechnologyBSXBoston Scientific$3,783,402$63,604 ▼-1.7%45,1481.4%MedicalHONHoneywell International$3,765,533$51,676 ▼-1.4%18,2171.4%Multi-Sector ConglomeratesIVWiShares S&P 500 Growth ETF$3,656,118$100,538 ▲2.8%38,1841.4%ETFTTDTrade Desk$3,606,717$72,150 ▼-2.0%32,8931.4%Computer and TechnologyEDVVanguard Extended Duration Treasury ETF$3,515,402$3,515,402 ▲New Holding44,1191.3%ETFSPSCSPS Commerce$3,506,225$38,833 ▼-1.1%18,0581.3%Business ServicesVOTVanguard Mid-Cap Growth ETF$3,499,394$79,128 ▲2.3%14,3731.3%ETFRTXRTX$3,461,784$26,171 ▼-0.8%28,5721.3%AerospaceAVAVAeroVironment$3,430,054$33,282 ▼-1.0%17,1081.3%AerospaceBABoeing$3,323,898$37,402 ▲1.1%21,8621.3%AerospaceAMDAdvanced Micro Devices$3,313,924$86,962 ▲2.7%20,1971.2%Computer and TechnologyADSKAutodesk$3,302,454$17,355 ▼-0.5%11,9881.2%Computer and TechnologyMUMicron Technology$3,219,055$622 ▲0.0%31,0391.2%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$3,149,406$33,031 ▼-1.0%94,7761.2%ETFFVALFidelity Value Factor ETF$3,037,999$120,594 ▲4.1%50,1321.1%ETFTERTeradyne$3,017,309$37,634 ▼-1.2%22,5291.1%Computer and TechnologyMMCMarsh & McLennan Companies$3,005,692$34,133 ▼-1.1%13,4731.1%FinanceTYLTyler Technologies$2,968,508$30,934 ▼-1.0%5,0861.1%Computer and TechnologyZSZscaler$2,958,288$41,197 ▼-1.4%17,3061.1%Computer and TechnologyBLVVanguard Long-Term Bond ETF$2,903,441$2,903,441 ▲New Holding38,6251.1%ETFMSMorgan Stanley$2,702,318$71,613 ▼-2.6%25,9241.0%FinanceADBEAdobe$2,665,014$108,216 ▲4.2%5,1471.0%Computer and TechnologyDVYiShares Select Dividend ETF$2,621,168$922,528 ▼-26.0%19,4061.0%ETFASPNAspen Aerogels$2,519,568$737,357 ▲41.4%90,9920.9%ConstructionMTZMasTec$2,435,534$28,805 ▼-1.2%19,7850.9%ConstructionDDOGDatadog$2,274,276$7,594 ▲0.3%19,7660.9%Computer and TechnologyKTOSKratos Defense & Security Solutions$2,064,741$46,763 ▲2.3%88,6160.8%AerospaceJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,779,677$1,397,694 ▼-44.0%32,3990.7%ETFHLITHarmonic$1,756,035$30,291 ▲1.8%120,5240.7%Computer and TechnologyDGROiShares Core Dividend Growth ETF$1,609,064$45,074 ▲2.9%25,6670.6%ETFENPHEnphase Energy$1,543,571$1,543,571 ▲New Holding13,6580.6%EnergyGE VERNOVA INC$1,522,486$10,709 ▼-0.7%5,9710.6%COMSHOPShopify$1,392,473$14,104 ▼-1.0%17,3760.5%Computer and TechnologyTHRMGentherm$1,285,711$1,285,711 ▲New Holding27,6200.5%Auto/Tires/TrucksOLEDUniversal Display$1,213,432$1,213,432 ▲New Holding5,7810.5%Computer and TechnologyBLOCK INC$1,199,378$15,171 ▼-1.2%17,8670.5%CL AVRTVertiv$1,092,400$11,640 ▼-1.1%10,9800.4%Computer and TechnologySYNCHRONOSS TECHNOLOGIES INC$1,078,809$5,001 ▲0.5%72,4760.4%COM NEWVICRVicor$1,033,429$10,230 ▼-1.0%24,5470.4%Computer and TechnologyCRSPCRISPR Therapeutics$1,019,607$6,718 ▼-0.7%21,7030.4%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$968,530$72,860 ▲8.1%7,7100.4%ETFHUBSHubSpot$941,464$19,138 ▼-2.0%1,7710.4%Computer and TechnologySABRSabre$911,751$875,051 ▲2,384.3%248,4340.3%Computer and TechnologyCERSCerus$878,735$14,334 ▲1.7%505,0200.3%MedicalPLUGPlug Power$855,712$821,812 ▲2,424.2%378,6340.3%IndustrialsILMNIllumina$846,883$17,475 ▲2.1%6,4940.3%MedicalUUnity Software$805,159$13,120 ▲1.7%35,5950.3%Computer and TechnologyBLDEBlade Air Mobility$790,469$10,096 ▲1.3%268,8670.3%Business ServicesAEHRAehr Test Systems$748,294$8,275 ▲1.1%58,2330.3%Computer and TechnologyINDIindie Semiconductor$742,615$15,146 ▲2.1%186,1190.3%Computer and TechnologyJOBYJoby Aviation$614,399$8,626 ▼-1.4%122,1470.2%TransportationCHPTChargePoint$433,416$433,416 ▲New Holding316,3620.2%Auto/Tires/TrucksADPTAdaptive Biotechnologies$224,673$394 ▲0.2%43,8820.1%MedicalIMCGiShares Morningstar Mid-Cap Growth ETF$0$4,613,372 ▼-100.0%00.0%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$0$2,835,608 ▼-100.0%00.0%ETFSUPER MICRO COMPUTER INC$0$1,426,007 ▼-100.0%00.0%COM NEWMRCYMercury Systems$0$1,306,746 ▼-100.0%00.0%AerospaceSYMSymbotic$0$1,056,020 ▼-100.0%00.0%Business ServicesTEMPUS AI INC$0$1,029,207 ▼-100.0%00.0%CL ASMRNuScale Power$0$972,774 ▼-100.0%00.0%Computer and TechnologyShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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 Log In 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.
