Bouvel Investment Partners, LLC Top Holdings and 13F Report (2025) About Bouvel Investment Partners, LLCInvestment ActivityBouvel Investment Partners, LLC has $277.48 million in total holdings as of December 31, 2024.Bouvel Investment Partners, LLC owns shares of 78 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 7.45% of the portfolio was purchased this quarter.About 5.33% of the portfolio was sold this quarter.This quarter, Bouvel Investment Partners, LLC has purchased 77 new stocks and bought additional shares in 40 stocks.Bouvel Investment Partners, LLC sold shares of 31 stocks and completely divested from 6 stocks this quarter.Largest Holdings MORGAN STANLEY ETF TRUST $11,757,836PIMCO ETF TR $11,008,454NVIDIA $10,300,580JPMorgan Equity Premium Income ETF $10,164,746Amazon.com $9,211,309 Largest New Holdings this Quarter iShares Morningstar Mid-Cap Growth ETF $4,613,372 HoldingPIMCO Enhanced Short Maturity Exchange-Traded Fund $2,835,608 HoldingSUPER MICRO COMPUTER INC $1,426,007 HoldingMercury Systems $1,306,746 HoldingSymbotic $1,056,020 Holding Largest Purchases this Quarter iShares Morningstar Mid-Cap Growth ETF 61,080 shares (about $4.61M)Palo Alto Networks 15,783 shares (about $2.87M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 28,260 shares (about $2.84M)JPMorgan Nasdaq Equity Premium Income ETF 25,445 shares (about $1.43M)SUPER MICRO COMPUTER INC 46,785 shares (about $1.43M) Largest Sales this Quarter Sabre 238,434 shares (about $870.28K)Plug Power 363,634 shares (about $774.54K)Aspen Aerogels 26,629 shares (about $316.35K)MORGAN STANLEY ETF TRUST 5,086 shares (about $253.59K)PALANTIR TECHNOLOGIES INC 2,998 shares (about $226.74K) 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$11,757,836$253,588 ▼-2.1%235,8174.2%EATON VANCE TOTAPIMCO ETF TR$11,008,454$181,835 ▼-1.6%121,7484.0%ACTIVE BD ETFNVDANVIDIA$10,300,580$288,858 ▲2.9%76,7043.7%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$10,164,746$123,920 ▼-1.2%176,6863.7%ETFAMZNAmazon.com$9,211,309$110,792 ▲1.2%41,9863.3%Retail/WholesaleAXPAmerican Express$8,702,773$120,497 ▲1.4%29,3233.1%FinancePALANTIR TECHNOLOGIES INC$8,404,043$226,738 ▼-2.6%111,1213.0%CL AMSFTMicrosoft$8,346,754$141,620 ▲1.7%19,8033.0%Computer and TechnologyMRVLMarvell Technology$7,885,191$160,483 ▲2.1%71,3922.8%Computer and TechnologyISRGIntuitive Surgical$7,492,997$211,908 ▲2.9%14,3562.7%MedicalCRMSalesforce$6,597,167$71,210 ▲1.1%19,7332.4%Computer and TechnologyINTUIntuit$6,125,047$39,593 ▲0.7%9,7462.2%Computer and TechnologyCGMSCapital Group U.S. Multi-Sector Income ETF$5,858,216$44,521 ▼-0.8%214,7442.1%ETFQUSSPDR MSCI USA StrategicFactors ETF$5,658,684$73,709 ▼-1.3%36,5432.0%ETFPANWPalo Alto Networks$5,652,678$2,871,828 ▲103.3%31,0662.0%Computer and TechnologyMETAMeta Platforms$5,603,331$47,426 ▲0.9%9,5702.0%Computer and TechnologyPRFInvesco FTSE RAFI US 1000 ETF$5,531,562$158,294 ▼-2.8%137,1242.0%ETFLLYEli Lilly and Company$5,129,168$81,832 ▲1.6%6,6441.8%MedicalETNEaton$4,957,142$85,622 ▲1.8%14,9371.8%Industrial ProductsIMCGiShares Morningstar Mid-Cap Growth ETF$4,613,372$4,613,372 ▲New Holding61,0801.7%ETFGOOGLAlphabet$4,553,422$50,543 ▲1.1%24,0541.6%Computer and TechnologyHONHoneywell International$4,171,398$56,471 ▲1.4%18,4671.5%Multi-Sector ConglomeratesGEGeneral Electric$4,106,703$40,196 ▲1.0%24,6221.5%TransportationBSXBoston Scientific$4,100,413$67,794 ▲1.7%45,9071.5%MedicalTTDTrade Desk$3,943,249$77,335 ▲2.0%33,5511.4%Computer and TechnologyBABoeing$3,826,032$43,542 ▼-1.1%21,6161.4%AerospaceIVWiShares S&P 500 Growth ETF$3,770,215$106,606 ▼-2.7%37,1341.4%ETFSNPSSynopsys$3,768,820$48,536 ▼-1.3%7,7651.4%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$3,564,680$82,469 ▼-2.3%14,0481.3%ETFADSKAutodesk$3,561,914$18,621 ▲0.5%12,0511.3%Computer and TechnologyDVYiShares Select Dividend ETF$3,444,524$896,711 ▲35.2%26,2361.2%ETFSPSCSPS Commerce$3,359,197$36,797 ▲1.1%18,2581.2%Business ServicesMSMorgan Stanley$3,345,535$86,370 ▲2.7%26,6111.2%FinanceRTXRTX$3,331,347$24,996 ▲0.8%28,7881.2%AerospaceUBERUber Technologies$3,299,564$22,077 ▲0.7%54,7011.2%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$3,261,245$1,434,589 ▲78.5%57,8441.2%ETFZSZscaler$3,165,654$43,479 ▲1.4%17,5471.1%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$3,011,009$31,251 ▲1.0%95,7701.1%ETFTYLTyler Technologies$2,963,065$30,559 ▲1.0%5,1391.1%Computer and TechnologyFVALFidelity Value Factor ETF$2,961,845$122,431 ▼-4.0%48,1421.1%ETFFSLRFirst Solar$2,910,427$32,604 ▲1.1%16,5141.0%Oils/EnergyMMCMarsh & McLennan Companies$2,894,299$32,499 ▲1.1%13,6261.0%FinanceTERTeradyne$2,872,235$35,384 ▲1.2%22,8101.0%Computer and TechnologyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,835,608$2,835,608 ▲New Holding28,2601.0%ETFDDOGDatadog$2,814,933$9,431 ▼-0.3%19,7001.0%Computer and TechnologyMTZMasTec$2,725,387$31,857 ▲1.2%20,0191.0%ConstructionAVAVAeroVironment$2,658,219$25,545 ▲1.0%17,2741.0%AerospaceMUMicron Technology$2,611,737$505 ▼0.0%31,0330.9%Computer and TechnologyAMDAdvanced Micro Devices$2,375,577$64,019 ▼-2.6%19,6670.9%Computer and TechnologyKTOSKratos Defense & Security Solutions$2,284,732$52,944 ▼-2.3%86,6090.8%AerospaceADBEAdobe$2,195,830$92,938 ▼-4.1%4,9380.8%Computer and TechnologyGE VERNOVA INC$1,977,856$13,815 ▲0.7%6,0130.7%COMSHOPShopify$1,866,251$18,714 ▲1.0%17,5520.7%Computer and TechnologyHLITHarmonic$1,567,027$27,505 ▼-1.7%118,4450.6%Computer and TechnologySQBlock$1,537,682$19,207 ▲1.3%18,0930.6%Business ServicesDGROiShares Core Dividend Growth ETF$1,530,310$44,103 ▼-2.8%24,9480.6%ETFSUPER MICRO COMPUTER INC$1,426,007$1,426,007 ▲New Holding46,7850.5%COM NEWMRCYMercury Systems$1,306,746$1,306,746 ▲New Holding31,1130.5%AerospaceVRTVertiv$1,260,730$13,292 ▲1.1%11,0970.5%Computer and TechnologyHUBSHubSpot$1,259,063$25,084 ▲2.0%1,8070.5%Computer and TechnologyVICRVicor$1,197,853$11,742 ▲1.0%24,7900.4%Computer and TechnologyBLDEBlade Air Mobility$1,128,090$14,594 ▼-1.3%265,4330.4%Business ServicesSYMSymbotic$1,056,020$1,056,020 ▲New Holding44,5390.4%Business ServicesTEMPUS AI INC$1,029,207$1,029,207 ▲New Holding30,4860.4%CL AJOBYJoby Aviation$1,006,998$13,943 ▲1.4%123,8620.4%TransportationSMRNuScale Power$972,774$972,774 ▲New Holding54,2540.4%Computer and TechnologyAEHRAehr Test Systems$957,705$10,710 ▼-1.1%57,5890.3%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$917,061$74,600 ▼-7.5%7,1300.3%ETFCRSPCRISPR Therapeutics$859,859$5,628 ▲0.7%21,8460.3%MedicalILMNIllumina$849,887$17,906 ▼-2.1%6,3600.3%MedicalUUnity Software$786,787$13,033 ▼-1.6%35,0150.3%Computer and TechnologyCERSCerus$765,044$12,687 ▼-1.6%496,7820.3%MedicalASPNAspen Aerogels$764,632$316,352 ▼-29.3%64,3630.3%ConstructionINDIindie Semiconductor$738,408$15,374 ▼-2.0%182,3230.3%Computer and TechnologySYNCHRONOSS TECHNOLOGIES INC$692,546$3,226 ▼-0.5%72,1400.2%COM NEWADPTAdaptive Biotechnologies$262,608$462 ▼-0.2%43,8050.1%MedicalSABRSabre$36,500$870,284 ▼-96.0%10,0000.0%Computer and TechnologyPLUGPlug Power$31,950$774,540 ▼-96.0%15,0000.0%Industrial ProductsEDVVanguard Extended Duration Treasury ETF$0$3,515,402 ▼-100.0%00.0%ETFBLVVanguard Long-Term Bond ETF$0$2,903,441 ▼-100.0%00.0%ETFENPHEnphase Energy$0$1,543,571 ▼-100.0%00.0%Oils/EnergyTHRMGentherm$0$1,285,711 ▼-100.0%00.0%Auto/Tires/TrucksOLEDUniversal Display$0$1,213,432 ▼-100.0%00.0%Computer and TechnologyCHPTChargePoint$0$433,416 ▼-100.0%00.0%Auto/Tires/TrucksShowing 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.
