Bouvel Investment Partners, LLC Top Holdings and 13F Report (2024) About Bouvel Investment Partners, LLCInvestment ActivityBouvel Investment Partners, LLC has $265.91 million in total holdings as of September 30, 2024.Bouvel Investment Partners, LLC owns shares of 77 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 4.54% of the portfolio was purchased this quarter.About 5.93% of the portfolio was sold this quarter.This quarter, Bouvel Investment Partners, LLC has purchased 77 new stocks and bought additional shares in 36 stocks.Bouvel Investment Partners, LLC sold shares of 37 stocks and completely divested from 4 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 Micron Technology $3,219,055 HoldingDatadog $2,274,276 HoldingHarmonic $1,756,035 HoldingJoby Aviation $614,399 Holding Largest Purchases this Quarter Micron Technology 31,039 shares (about $3.22M)Datadog 19,766 shares (about $2.27M)Harmonic 120,524 shares (about $1.76M)Boeing 7,408 shares (about $1.13M)Advanced Micro Devices 5,575 shares (about $914.75K) Largest Sales this Quarter Alphabet 15,372 shares (about $2.55M)Palo Alto Networks 5,669 shares (about $1.94M)NVIDIA 10,107 shares (about $1.23M)Adobe 1,750 shares (about $906.12K)Invesco FTSE RAFI US 1000 ETF 2,886 shares (about $117.26K) 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$178,710 ▲1.5%240,9034.7%EATON VANCE TOTAPIMCO ETF TR$11,708,839$184,868 ▲1.6%123,7594.4%ACTIVE BD ETFJEPIJPMorgan Equity Premium Income ETF$10,642,768$16,603 ▲0.2%178,8404.0%ETFNVDANVIDIA$9,053,716$1,227,394 ▼-11.9%74,5533.4%Computer and TechnologyMSFTMicrosoft$8,376,435$43,459 ▲0.5%19,4673.2%Computer and TechnologyAXPAmerican Express$7,842,290$41,222 ▲0.5%28,9172.9%FinanceAMZNAmazon.com$7,729,155$36,707 ▲0.5%41,4812.9%Retail/WholesaleISRGIntuitive Surgical$6,852,971$32,914 ▲0.5%13,9502.6%MedicalCGMSCapital Group U.S. Multi-Sector Income ETF$6,023,908$12,110 ▲0.2%216,3762.3%ETFINTUIntuit$6,012,833$30,427 ▲0.5%9,6832.3%Computer and TechnologyQUSSPDR MSCI USA StrategicFactors ETF$5,832,343$5,042 ▼-0.1%37,0192.2%ETFLLYEli Lilly and Company$5,792,276$32,780 ▲0.6%6,5382.2%MedicalPRFInvesco FTSE RAFI US 1000 ETF$5,730,760$117,258 ▼-2.0%141,0482.2%ETFMETAMeta Platforms$5,431,883$22,898 ▲0.4%9,4892.0%Computer and TechnologyCRMSalesforce$5,342,682$25,728 ▲0.5%19,5202.0%Computer and TechnologyPANWPalo Alto Networks$5,223,559$1,937,601 ▼-27.1%15,2832.0%Computer and TechnologyMRVLMarvell Technology$5,043,965$26,973 ▲0.5%69,9391.9%Computer and TechnologyETNEaton$4,865,208$28,172 ▲0.6%14,6791.8%Industrial ProductsGEGeneral Electric$4,597,769$18,292 ▲0.4%24,3811.7%TransportationPALANTIR TECHNOLOGIES INC$4,245,208$19,790 ▲0.5%114,1191.6%CL AUBERUber Technologies$4,083,819$15,182 ▲0.4%54,3351.5%Computer and TechnologyFSLRFirst Solar$4,073,106$46,146 ▼-1.1%16,3291.5%Oils/EnergySNPSSynopsys$3,982,757$31,903 ▲0.8%7,8651.5%Computer and TechnologyGOOGLAlphabet$3,945,074$2,549,446 ▼-39.3%23,7871.5%Computer and TechnologyBSXBoston Scientific$3,783,402$58,828 ▲1.6%45,1481.4%MedicalHONHoneywell International$3,765,533$17,363 ▲0.5%18,2171.4%Multi-Sector ConglomeratesIVWiShares S&P 500 Growth ETF$3,656,118$51,705 ▼-1.4%38,1841.4%ETFTTDTrade Desk$3,606,717$48,685 ▲1.4%32,8931.4%Computer and TechnologyEDVVanguard Extended Duration Treasury ETF$3,515,402$36,175 ▼-1.0%44,1191.3%ETFSPSCSPS Commerce$3,506,225$48,929 ▼-1.4%18,0581.3%Business ServicesVOTVanguard Mid-Cap Growth ETF$3,499,394$73,041 ▼-2.0%14,3731.3%ETFRTXRTX$3,461,784$19,386 ▲0.6%28,5721.3%AerospaceAVAVAeroVironment$3,430,054$37,693 ▼-1.1%17,1081.3%AerospaceBABoeing$3,323,898$1,126,312 ▲51.3%21,8621.3%AerospaceAMDAdvanced Micro Devices$3,313,924$914,746 ▲38.1%20,1971.2%Computer and TechnologyADSKAutodesk$3,302,454$7,162 ▲0.2%11,9881.2%Computer and TechnologyMUMicron Technology$3,219,055$3,219,055 ▲New Holding31,0391.2%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$3,149,406$106,369 ▲3.5%94,7761.2%ETFFVALFidelity Value Factor ETF$3,037,999$38,057 ▼-1.2%50,1321.1%ETFTERTeradyne$3,017,309$33,349 ▼-1.1%22,5291.1%Computer and TechnologyMMCMarsh & McLennan Companies$3,005,692$18,293 ▲0.6%13,4731.1%FinanceTYLTyler Technologies$2,968,508$28,599 ▼-1.0%5,0861.1%Computer and TechnologyZSZscaler$2,958,288$11,966 ▼-0.4%17,3061.1%Computer and TechnologyBLVVanguard Long-Term Bond ETF$2,903,441$98,548 ▲3.5%38,6251.1%ETFMSMorgan Stanley$2,702,318$15,949 ▲0.6%25,9241.0%FinanceADBEAdobe$2,665,014$906,115 ▼-25.4%5,1471.0%Computer and TechnologyDVYiShares Select Dividend ETF$2,621,168$57,945 ▲2.3%19,4061.0%ETFASPNAspen Aerogels$2,519,568$76,646 ▼-3.0%90,9920.9%ConstructionMTZMasTec$2,435,534$25,851 ▼-1.1%19,7850.9%ConstructionDDOGDatadog$2,274,276$2,274,276 ▲New Holding19,7660.9%Computer and TechnologyKTOSKratos Defense & Security Solutions$2,064,741$21,343 ▼-1.0%88,6160.8%AerospaceJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,779,677$21,313 ▼-1.2%32,3990.7%ETFHLITHarmonic$1,756,035$1,756,035 ▲New Holding120,5240.7%Computer and TechnologyDGROiShares Core Dividend Growth ETF$1,609,064$30,530 ▼-1.9%25,6670.6%ETFENPHEnphase Energy$1,543,571$16,839 ▼-1.1%13,6580.6%Oils/EnergyGE VERNOVA INC$1,522,486$510 ▼0.0%5,9710.6%COMSHOPShopify$1,392,473$16,268 ▼-1.2%17,3760.5%Computer and TechnologyTHRMGentherm$1,285,711$12,755 ▼-1.0%27,6200.5%Auto/Tires/TrucksOLEDUniversal Display$1,213,432$18,681 ▼-1.5%5,7810.5%Computer and TechnologySQBlock$1,199,378$11,680 ▼-1.0%17,8670.5%Business ServicesVRTVertiv$1,092,400$13,232 ▼-1.2%10,9800.4%Computer and TechnologySYNCHRONOSS TECHNOLOGIES INC$1,078,809$33,075 ▼-3.0%72,4760.4%COM NEWVICRVicor$1,033,429$2,358 ▲0.2%24,5470.4%Computer and TechnologyCRSPCRISPR Therapeutics$1,019,607$10,758 ▼-1.0%21,7030.4%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$968,530$44,093 ▼-4.4%7,7100.4%ETFHUBSHubSpot$941,464$12,758 ▼-1.3%1,7710.4%Computer and TechnologySABRSabre$911,751$10,533 ▼-1.1%248,4340.3%Computer and TechnologyCERSCerus$878,735$409,043 ▲87.1%505,0200.3%MedicalPLUGPlug Power$855,712$5,596 ▼-0.6%378,6340.3%Industrial ProductsILMNIllumina$846,883$8,085 ▼-0.9%6,4940.3%MedicalUUnity Software$805,159$290,056 ▲56.3%35,5950.3%Computer and TechnologyBLDEBlade Air Mobility$790,469$6,051 ▼-0.8%268,8670.3%Business ServicesAEHRAehr Test Systems$748,294$25,456 ▲3.5%58,2330.3%Computer and TechnologyINDIindie Semiconductor$742,615$185,136 ▲33.2%186,1190.3%Computer and TechnologyJOBYJoby Aviation$614,399$614,399 ▲New Holding122,1470.2%TransportationCHPTChargePoint$433,416$5,402 ▲1.3%316,3620.2%Auto/Tires/TrucksADPTAdaptive Biotechnologies$224,673$10,230 ▼-4.4%43,8820.1%MedicalCMGChipotle Mexican Grill$0$3,589,845 ▼-100.0%00.0%Retail/WholesaleSMCISuper Micro Computer$0$2,107,368 ▼-100.0%00.0%Computer and TechnologyITIIteris$0$1,307,573 ▼-100.0%00.0%Computer and TechnologyAMPSAltus Power$0$1,198,462 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. 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