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Disclosery

13F-HR filed by Bouvel Investment Partners, LLC

Bouvel Investment Partners, LLC filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-04-16, with 75 holding rows worth $231,514,968.

Accession
0001085146-24-001817
Filer
CIK 1839122
Filed
2024-04-16
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2024

A holdings report, 75 entries on the cover page, a total value of $231,514,968 stated on the cover page (in dollars after the unit check, H1), rows summing to $231,514,968 with VALUE read as dollars as filed, 13F file number 028-20515. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF177,269$10,256,784dollars as filed
NVIDIA Corp67066G104COM10,378$9,377,146dollars as filed
Microsoft Corp594918104COM19,414$8,167,648dollars as filed
Amazon.com, Inc023135106COM41,377$7,463,583dollars as filed
PIMCO ETF TR72201R775ACTIVE BD ETF77,608$7,129,071dollars as filed
American Express Company025816109COM28,870$6,573,410dollars as filed
Intuit Inc.461202103COM9,668$6,283,875dollars as filed
PALO ALTO NETWORKS INC697435105COM21,012$5,969,997dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM39,182$5,913,739dollars as filed
Salesforce.com, Inc79466L302COM19,495$5,871,354dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y300US MULTI-SECTOR213,463$5,772,040dollars as filed
INVESCO EXCHANGE TRADED FD T46137V613RAFI US 1000 ETF146,777$5,646,511dollars as filed
Intuitive Surgical,Inc.46120E602COM13,912$5,551,941dollars as filed
SPDR SER TR78468R812MSCI USA STRTGIC36,649$5,337,194dollars as filed
Eli Lilly and Company532457108COM6,459$5,024,844dollars as filed
META PLATFORMS INC CL A30303M102COM9,472$4,599,414dollars as filed
Eaton Corp. PlcG29183103COM14,472$4,525,105dollars as filed
General Electric Company369604301COM24,354$4,274,858dollars as filed
Uber Technologies90353T100COM54,313$4,181,558dollars as filed
MARVELL TECHNOLOGY INC573874104COM58,534$4,148,854dollars as filed
Honeywell Technologies438516106COM18,180$3,731,342dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS14,788$3,486,863dollars as filed
Adobe Inc00724F101COM6,895$3,479,217dollars as filed
SPS COMM INC COM78463M107Stock18,315$3,386,351dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK1,162$3,377,667dollars as filed
VANGUARD WORLD FD921910709EXTENDED DUR44,072$3,375,915dollars as filed
ZSCALERINC98980G102STOK17,387$3,349,258dollars as filed
iShares S&P 500 Growth ETF464287309SHS38,501$3,251,024dollars as filed
AUTODESK INC COM052769106Stock11,982$3,120,352dollars as filed
Boston Scientific Corporation101137107COM44,571$3,052,668dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock11,439$2,886,174dollars as filed
FIDELITY COVINGTON TRUST316092782VLU FACTOR ETF50,422$2,876,575dollars as filed
ISHARES TR464288687COM88,333$2,846,973dollars as filed
THETRADEDESKINCCLASSCLASSA88339J105STOK32,526$2,843,423dollars as filed
Boeing Company097023105COM14,494$2,797,197dollars as filed
EPAM SYS INC COM29414B104Stock10,127$2,796,672dollars as filed
FIRST SOLAR INC COM336433107Stock16,522$2,788,914dollars as filed
Raytheon Technologies Corporation75513E101COM28,539$2,783,409dollars as filed
Marsh & McLennan Companies,Inc.571748102COM13,422$2,764,664dollars as filed
AEROVIRONMENT INC COM008073108Stock17,283$2,649,062dollars as filed
Palantir Technologies Inc. Class A69608A108COM112,893$2,597,656dollars as filed
VANGUARD BD INDEX FDS921937793LONG TERM BOND35,910$2,597,370dollars as filed
TERADYNE INC COM880770102Stock22,779$2,570,155dollars as filed
Morgan Stanley617446448COM25,873$2,436,202dollars as filed
ISHARES TR464287168COM18,375$2,263,433dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock5,131$2,180,514dollars as filed
MASTEC INC COM576323109Stock19,999$1,864,907dollars as filed
ENPHASE ENERGY INC COM29355A107Stock13,807$1,670,310dollars as filed
ASPEN AEROGELS INC04523Y105COMMON STOCK94,188$1,657,709dollars as filed
KRATOS DEFENSE & SEC SOLUTIO50077B207COM NEW89,528$1,645,515dollars as filed
GENTHERM INC37253A103COM27,871$1,604,812dollars as filed
iShares Core Dividend Growth ETF46434V621SHS26,446$1,535,455dollars as filed
BLOCK INC CL A852234103Stock18,033$1,525,189dollars as filed
CRISPR THERAPEUTICS AG NAMEN AKTH17182108Stock21,928$1,494,612dollars as filed
ITERIS INC NEW46564T107COM301,740$1,490,596dollars as filed
ALTUS POWER INC02217A102COM CL A305,673$1,461,117dollars as filed
HEXCEL CORP NEW428291108COM19,824$1,444,178dollars as filed
PAYPALHLDGSINC70450Y103STOK21,501$1,440,318dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS17,594$1,357,690dollars as filed
PAYCOMSOFTWAREINC70432V102STOK6,513$1,296,152dollars as filed
PLUG PWR INC72919P202COM NEW365,054$1,255,784dollars as filed
HUBSPOTINC443573100STOK1,793$1,123,422dollars as filed
INDIE SEMICONDUCTOR INC45569U101CLASS A COM139,656$988,764dollars as filed
UNIVERSAL DISPLAY CORP91347P105COM5,864$987,791dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS8,246$950,764dollars as filed
VICOR CORP925815102COM24,253$927,435dollars as filed
ILLUMINA INC452327109COM6,547$899,034dollars as filed
STRATA CRITICAL MEDICAL INC092667104CL A COM268,967$766,556dollars as filed
AEHR TEST SYSTEMS00760J108COMMON STOCK54,594$676,966dollars as filed
SYNCHRONOSS TECHNOLOGIES INC87157B400COM NEW76,847$641,672dollars as filed
UNITY SOFTWARE INC COM91332U101Stock22,783$608,306dollars as filed
SABRE CORP COM78573M104Stock251,226$607,966dollars as filed
CHARGEPOINT HLDGS INC15961R105COM CL A303,264$576,202dollars as filed
CERUS CORP157085101COM269,849$510,015dollars as filed
ADAPTIVE BIOTECHNOLOGIES CORP COM00650F109Stock46,030$147,755dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-24-001817this filing2024-04-16acceptance time not in the bulk data set