Bouvel Investment Partners, LLC at 2023-06-30

Filling information for Bouvel Investment Partners, LLC as Treemap, investor disclosed 72 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount
896945201 896945201 TRIPADVISOR INC COM 1361802 82584
15961R105 15961R105 CHARGEPOINT HOLDINGS INC COM CL A 1051521 119627
826919102 826919102 SILICON LABORATORIES INC COM 2250950 14270
316092782 316092782 FIDELITY COVINGTON TRUST VLU FACTOR ETF 2283887 46515
72201R775 72201R775 PIMCO ETF TR ACTIVE BD ETF 331390 3617
90138F102 90138F102 TWILIO INC CL A 700679 11014
902252105 902252105 TYLER TECHNOLOGIES INC COM 2035081 4887
097023105 097023105 BOEING CO COM 2968487 14058
46434V621 46434V621 ISHARES TR CORE DIV GRWTH 1222755 23729
852234103 852234103 BLOCK INC CL A 1133121 17022
69608A108 69608A108 PALANTIR TECHNOLOGIES INC CL A 1669491 108904
571903202 571903202 MARRIOTT INTL INC NEW CL A 4146434 22573
438516106 438516106 HONEYWELL INTL INC COM 3683436 17752
023135106 023135106 AMAZON COM INC COM 5191457 39824
82509L107 82509L107 SHOPIFY INC CL A 1098555 17006
252131107 252131107 DEXCOM INC COM 2043438 15901
72919P202 72919P202 PLUG POWER INC COM NEW 1543959 148601
70432V102 70432V102 PAYCOM SOFTWARE INC COM 2011605 6262
46137V613 46137V613 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 5079860 31041
36266G107 36266G107 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 623923 7680
369604301 369604301 GENERAL ELECTRIC CO COM NEW 2592130 23597
157085101 157085101 CERUS CORP COM 607251 246850
70450Y103 70450Y103 PAYPAL HLDGS INC COM 1391888 20859
571748102 571748102 MARSH & MCLENNAN COS INC COM 2399901 12760
452327109 452327109 ILLUMINA INC COM 841268 4487
78573M104 78573M104 SABRE CORP COM 754086 236391
78464A698 78464A698 SPDR SER TR S&P REGL BKG 1962167 48057
04523Y105 04523Y105 ASPEN AEROGELS INC COM 705366 89400
00724F101 00724F101 ADOBE SYSTEMS INCORPORATED COM 3212175 6569
573874104 573874104 MARVELL TECHNOLOGY INC COM 3374013 56441
46120E602 46120E602 INTUITIVE SURGICAL INC COM NEW 4618413 13507
464288687 464288687 ISHARES TR PFD AND INCM SEC 2821960 91237
576323109 576323109 MASTEC INC COM 2240840 18995
464287168 464287168 ISHARES TR SELECT DIVID ETF 2131853 18816
921937793 921937793 VANGUARD BD INDEX FDS LONG TERM BOND 1608083 21464
052769106 052769106 AUTODESK INC COM 2377773 11621
464287457 464287457 ISHARES TR 1 3 YR TREAS BD 5935826 73210
008073108 008073108 AEROVIRONMENT INC COM 2496501 24409
025816109 025816109 AMERICAN EXPRESS CO COM 4872722 27972
880770102 880770102 TERADYNE INC COM 2397492 21535
336433107 336433107 FIRST SOLAR INC COM 2991827 15739
87157B103 87157B103 SYNCHRONOSS TECHNOLOGIES INC COM 591696 636849
697435105 697435105 PALO ALTO NETWORKS INC COM 5207677 20382
101137107 101137107 BOSTON SCIENTIFIC CORP COM 2335336 43175
78463M107 78463M107 SPS COMM INC COM 4469716 23273
922908538 922908538 VANGUARD INDEX FDS MCAP GR IDXVIP 3228120 15688
46564T107 46564T107 ITERIS INC NEW COM 1148602 290051
37253A103 37253A103 GENTHERM INC COM 1493220 26424
00650F109 00650F109 ADAPTIVE BIOTECHNOLOGIES COR COM 294049 43823
67066G104 67066G104 NVIDIA CORPORATION COM 6982368 16506
G29183103 G29183103 EATON CORP PLC SHS 2811177 13979
02079K305 02079K305 ALPHABET INC CAP STK CL A 4536032 37895
50077B207 50077B207 KRATOS DEFENSE & SEC SOLUTIO COM NEW 1244461 86783
316092501 316092501 FIDELITY COVINGTON TRUST MSCI FINLS IDX 1172231 24904
G66721104 G66721104 NORWEGIAN CRUISE LINE HLDG L SHS 2734497 125609
464287150 464287150 ISHARES TR CORE S&P TTL STK 692512 7078
464287309 464287309 ISHARES TR S&P 500 GRWT ETF 2504577 35536
461202103 461202103 INTUIT COM 4280182 9342
H17182108 H17182108 CRISPR THERAPEUTICS AG NAMEN AKT 1151712 20515
79466L302 79466L302 SALESFORCE INC COM 3993553 18904
617446448 617446448 MORGAN STANLEY COM NEW 2139355 25051
169656105 169656105 CHIPOTLE MEXICAN GRILL INC COM 2402097 1123
29414B104 29414B104 EPAM SYS INC COM 2187717 9734
29355A107 29355A107 ENPHASE ENERGY INC COM 2175649 12991
90353T100 90353T100 UBER TECHNOLOGIES INC COM 2277779 52763
98980G102 98980G102 ZSCALER INC COM 2423460 16565
91332U101 91332U101 UNITY SOFTWARE INC COM 948510 21845
30303M102 30303M102 META PLATFORMS INC CL A 2652269 9242
46641Q332 46641Q332 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 10370834 187436
594918104 594918104 MICROSOFT CORP COM 6436036 18900
75513E101 75513E101 RAYTHEON TECHNOLOGIES CORP COM 2708790 27652
009158106 009158106 AIR PRODS & CHEMS INC COM 259693 867

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