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 description
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 |