HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 J P MORGAN EXCHANGE TRADED F (JEPI) |
177,269 | -6,633 | $10,257 |
| JEPI | 177,269 | -6,633 | $10,257 |
| NVIDIA CORPORATION |
10,378 | -2,864 | $9,377 |
| NVDA | 10,378 | -2,864 | $9,377 |
| MICROSOFT CORP |
19,414 | -251 | $8,168 |
| MSFT | 19,414 | -251 | $8,168 |
| AMAZON COM INC |
41,377 | -163 | $7,464 |
| AMZN | 41,377 | -163 | $7,464 |
| PIMCO ETF TR (BOND) |
77,608 | -2,537 | $7,129 |
| BOND | 77,608 | -2,537 | $7,129 |
| AMERICAN EXPRESS CO |
28,870 | -232 | $6,573 |
| AXP | 28,870 | -232 | $6,573 |
| INTUIT |
9,668 | -48 | $6,284 |
| INTU | 9,668 | -48 | $6,284 |
| PALO ALTO NETWORKS INC |
21,012 | -135 | $5,970 |
| PANW | 21,012 | -135 | $5,970 |
| ALPHABET INC |
39,182 | -210 | $5,914 |
| GOOGL | 39,182 | -210 | $5,914 |
| SALESFORCE INC |
19,495 | -89 | $5,871 |
| CRM | 19,495 | -89 | $5,871 |
| CAPITAL GRP FIXED INCM ETF T (CGMS) |
213,463 | -7,350 | $5,772 |
| CGMS | 213,463 | -7,350 | $5,772 |
| INVESCO EXCHANGE TRADED FD T (PRF) |
146,777 | -5,206 | $5,647 |
| PRF | 146,777 | -5,206 | $5,647 |
| INTUITIVE SURGICAL INC |
13,912 | -11 | $5,552 |
| ISRG | 13,912 | -11 | $5,552 |
| SPDR SER TR (QUS) |
36,649 | +36,649 | $5,337 |
| QUS | 36,649 | +36,649 | $5,337 |
| ELI LILLY & CO |
6,459 | +2,313 | $5,025 |
| LLY | 6,459 | +2,313 | $5,025 |
| META PLATFORMS INC |
9,472 | -72 | $4,599 |
| META | 9,472 | -72 | $4,599 |
| EATON CORP PLC |
14,472 | -109 | $4,525 |
| ETN | 14,472 | -109 | $4,525 |
| GENERAL ELECTRIC CO |
24,354 | -193 | $4,275 |
| GE | 24,354 | -193 | $4,275 |
| UBER TECHNOLOGIES INC |
54,313 | -622 | $4,182 |
| UBER | 54,313 | -622 | $4,182 |
| MARVELL TECHNOLOGY INC |
58,534 | +1,140 | $4,149 |
| MRVL | 58,534 | +1,140 | $4,149 |
| HONEYWELL INTL INC |
18,180 | +125 | $3,731 |
| HON | 18,180 | +125 | $3,731 |
| VANGUARD INDEX FDS (VOT) |
14,788 | -516 | $3,487 |
| VOT | 14,788 | -516 | $3,487 |
| ADOBE INC |
6,895 | -24 | $3,479 |
| ADBE | 6,895 | -24 | $3,479 |
| SPS COMM INC |
18,315 | -94 | $3,386 |
| SPSC | 18,315 | -94 | $3,386 |
| CHIPOTLE MEXICAN GRILL INC |
1,162 | -6 | $3,378 |
| CMG | 1,162 | -6 | $3,378 |
| VANGUARD WORLD FD (EDV) |
44,072 | -1,142 | $3,376 |
| EDV | 44,072 | -1,142 | $3,376 |
| ZSCALER INC |
17,387 | -30 | $3,349 |
| ZS | 17,387 | -30 | $3,349 |
| ISHARES TR (IVW) |
38,501 | -373 | $3,251 |
| IVW | 38,501 | -373 | $3,251 |
| AUTODESK INC |
11,982 | +220 | $3,120 |
| ADSK | 11,982 | +220 | $3,120 |
| BOSTON SCIENTIFIC CORP |
44,571 | -438 | $3,053 |
| BSX | 44,571 | -438 | $3,053 |
| MARRIOTT INTL INC NEW |
11,439 | -47 | $2,886 |
| MAR | 11,439 | -47 | $2,886 |
| FIDELITY COVINGTON TRUST |
50,422 | -474 | $2,877 |
| FVAL | 50,422 | -474 | $2,877 |
| ISHARES TR (PFF) |
88,333 | -3,261 | $2,847 |
| PFF | 88,333 | -3,261 | $2,847 |
| THE TRADE DESK INC |
32,526 | +623 | $2,843 |
| TTD | 32,526 | +623 | $2,843 |
| BOEING CO |
14,494 | -124 | $2,797 |
| BA | 14,494 | -124 | $2,797 |
| EPAM SYS INC |
10,127 | -51 | $2,797 |
| EPAM | 10,127 | -51 | $2,797 |
| FIRST SOLAR INC |
16,522 | +2 | $2,789 |
| FSLR | 16,522 | +2 | $2,789 |
| RTX CORPORATION |
28,539 | -24 | $2,783 |
| RTX | 28,539 | -24 | $2,783 |
| MARSH & MCLENNAN COS INC |
13,422 | -122 | $2,765 |
| MMC | 13,422 | -122 | $2,765 |
| AEROVIRONMENT INC |
17,283 | -8,096 | $2,649 |
| AVAV | 17,283 | -8,096 | $2,649 |
| PALANTIR TECHNOLOGIES INC |
112,893 | +1,063 | $2,598 |
| PLTR | 112,893 | +1,063 | $2,598 |
| VANGUARD BD INDEX FDS (BLV) |
35,910 | -1,030 | $2,597 |
| BLV | 35,910 | -1,030 | $2,597 |
| TERADYNE INC |
22,779 | +112 | $2,570 |
| TER | 22,779 | +112 | $2,570 |
| MORGAN STANLEY |
25,873 | +475 | $2,436 |
| MS | 25,873 | +475 | $2,436 |
| ISHARES TR (DVY) |
18,375 | -672 | $2,263 |
| DVY | 18,375 | -672 | $2,263 |
| TYLER TECHNOLOGIES INC |
5,131 | -21 | $2,181 |
| TYL | 5,131 | -21 | $2,181 |
| MASTEC INC |
19,999 | +494 | $1,865 |
| MTZ | 19,999 | +494 | $1,865 |
| ENPHASE ENERGY INC |
13,807 | +357 | $1,670 |
| ENPH | 13,807 | +357 | $1,670 |
| ASPEN AEROGELS INC |
94,188 | -130 | $1,658 |
| ASPN | 94,188 | -130 | $1,658 |
| KRATOS DEFENSE & SEC SOLUTIO |
89,528 | -57 | $1,646 |
| KTOS | 89,528 | -57 | $1,646 |
See Full List: All Stocks Held By Bouvel Investment Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Bouvel Investment Partners LLC
|
Size ($ in 1000's)
At 03/31/2024: $231,516 At 12/31/2023: $214,121 Bouvel Investment Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bouvel Investment Partners LLC 13F filings. Link to 13F filings: SEC filings |
