The Analysis of Bouvel Investment Partners, LLC's Holdings
Currently, Bouvel Investment Partners, LLC holds 80 types of securities in its portfolio with a total value $346.9M. In the most recent quarter, they have increased their positions in BOND (+85.7K shares, valued at $8.0M), IBM (+23.2K shares, valued at $6.9M), BA (+26.9K shares, valued at $5.8M); decreased their positions in PLTR (-21.2K shares, valued at $3.8M), OKLO (-13.1K shares, valued at $940.9K), QBTS (-28.5K shares, valued at $744.4K); initiated new positions in IBM (+23.2K shares, valued at $6.9M), BA (+26.9K shares, valued at $5.8M), APH (+32.6K shares, valued at $4.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BOND PIMCO ETF TR237.8K shares56.37%2025-12-312026-01-23
EVTR MORGAN STANLEY ETF TRUST266.4K shares10.35%2025-12-312026-01-23 BROADCOM INC BROADCOM INC36.0K shares2.37%2025-12-312026-01-23 CGDV CAPITAL GROUP DIVIDEND VALUE280.7K shares7.42%2025-12-312026-01-23 NVDA NVIDIA CORPORATION63.4K shares0.72%2025-12-312026-01-23 AMZN AMAZON COM INC42.1K shares1.69%2025-12-312026-01-23 MSFT MICROSOFT CORP19.8K shares1.64%2025-12-312026-01-23 JEPI J P MORGAN EXCHANGE TRADED F145.6K shares7.30%2025-12-312026-01-23 ISRG INTUITIVE SURGICAL INC14.5K shares1.76%2025-12-312026-01-23 GE AEROSPACE GE AEROSPACE24.8K shares1.56%2025-12-312026-01-23 ALPHABET INC ALPHABET INC24.2K shares1.71%2025-12-312026-01-23 LLY ELI LILLY & CO6.8K shares1.34%2025-12-312026-01-23 IBM INTERNATIONAL BUSINESS MACHS23.2K sharesnew addition2025-12-312026-01-23 INTU INTUIT9.8K shares1.76%2025-12-312026-01-23 SHY ISHARES TR77.8K shares5.22%2025-12-312026-01-23 CGMS CAPITAL GRP FIXED INCM ETF T232.0K shares9.49%2025-12-312026-01-23 KKR & CO INC KKR & CO INC49.9K shares1.60%2025-12-312026-01-23 META META PLATFORMS INC9.6K shares1.80%2025-12-312026-01-23 INTC INTEL CORP171.2K shares1.69%2025-12-312026-01-23 IWY ISHARES TR22.5K shares-1.11%2025-12-312026-01-23 BA BOEING CO26.9K sharesnew addition2025-12-312026-01-23 PANW PALO ALTO NETWORKS INC31.1K shares1.68%2025-12-312026-01-23 SNOW SNOWFLAKE INC25.5K shares1.73%2025-12-312026-01-23 RTX RTX CORPORATION28.9K shares1.13%2025-12-312026-01-23 CRM SALESFORCE INC19.9K shares1.67%2025-12-312026-01-23 KTOS KRATOS DEFENSE & SEC SOLUTIO63.1K shares-0.16%2025-12-312026-01-23 IWF ISHARES TR10.0K shares-1.59%2025-12-312026-01-23 PLTR PALANTIR TECHNOLOGIES INC26.2K shares-44.74%2025-12-312026-01-23 UBER UBER TECHNOLOGIES INC54.7K shares1.49%2025-12-312026-01-23 APH AMPHENOL CORP NEW32.6K sharesnew addition2025-12-312026-01-23 BSX BOSTON SCIENTIFIC CORP46.1K shares1.51%2025-12-312026-01-23 TER TERADYNE INC22.6K shares-0.23%2025-12-312026-01-23 FSLR FIRST SOLAR INC16.3K shares0.08%2025-12-312026-01-23 MTZ MASTEC INC19.6K shares-0.48%2025-12-312026-01-23 IVW ISHARES TR31.8K shares-4.31%2025-12-312026-01-23 LITE LUMENTUM HLDGS INC10.4K shares-0.72%2025-12-312026-01-23 MINT PIMCO ETF TR37.9K shares19.86%2025-12-312026-01-23 HON HONEYWELL INTL INC18.5K shares1.52%2025-12-312026-01-23 DDOG DATADOG INC25.6K sharesnew addition2025-12-312026-01-23 PWR QUANTA SVCS INC7.5K shares-0.74%2025-12-312026-01-23 QBTS D-WAVE QUANTUM INC119.9K shares-19.19%2025-12-312026-01-23 FVAL FIDELITY COVINGTON TRUST42.0K shares-4.32%2025-12-312026-01-23 VRT VERTIV HOLDINGS CO17.1K shares-0.45%2025-12-312026-01-23 VICR VICOR CORP24.2K shares0.35%2025-12-312026-01-23 SYM SYMBOTIC INC44.3K shares-0.44%2025-12-312026-01-23 MMC MARSH & MCLENNAN COS INC13.7K shares1.68%2025-12-312026-01-23 JPIB J P MORGAN EXCHANGE TRADED F50.2K shares9.77%2025-12-312026-01-23 TEM TEMPUS AI INC39.7K shares-1.88%2025-12-312026-01-23 MRCY MERCURY SYS INC31.3K shares-0.56%2025-12-312026-01-23 TYL TYLER TECHNOLOGIES INC5.0K shares0.08%2025-12-312026-01-23 CRWD CROWDSTRIKE HLDGS INC4.8K shares-0.62%2025-12-312026-01-23 OKLO OKLO INC28.0K shares-31.93%2025-12-312026-01-23 MPWR MONOLITHIC PWR SYS INC2.1K shares37.92%2025-12-312026-01-23 DGRO ISHARES TR27.4K shares11.16%2025-12-312026-01-23 COIN COINBASE GLOBAL INC7.7K shares-0.84%2025-12-312026-01-23 TWLO TWILIO INC12.1K shares3.01%2025-12-312026-01-23 ZS ZSCALER INC7.5K shares1.43%2025-12-312026-01-23 CRSP CRISPR THERAPEUTICS AG31.6K shares-0.49%2025-12-312026-01-23 JOBY JOBY AVIATION INC122.1K shares-0.46%2025-12-312026-01-23 ITOT ISHARES TR10.4K shares13.64%2025-12-312026-01-23 PYPL PAYPAL HLDGS INC23.4K shares0.65%2025-12-312026-01-23 GRAL GRAIL INC15.1K sharesnew addition2025-12-312026-01-23 EOSE EOS ENERGY ENTERPRISES INC108.2K shares-2.34%2025-12-312026-01-23 SRTA STRATA CRITICAL MEDICAL INC243.7K shares-1.04%2025-12-312026-01-23 SMR NUSCALE PWR CORP81.1K shares-0.66%2025-12-312026-01-23 EPAM EPAM SYS INC5.4K sharesnew addition2025-12-312026-01-23 AEHR AEHR TEST SYS53.8K shares-2.33%2025-12-312026-01-23 INDI INDIE SEMICONDUCTOR INC289.5K shares51.64%2025-12-312026-01-23 VOT VANGUARD INDEX FDS2.8K shares11.02%2025-12-312026-01-23 QUBT QUANTUM COMPUTING INC69.8K sharesnew addition2025-12-312026-01-23 ADPT ADAPTIVE BIOTECHNOLOGIES COR42.5K shares-0.84%2025-12-312026-01-23 PLUG PLUG POWER INC346.6K shares2210.37%2025-12-312026-01-23 DVY ISHARES TR2.5K shares13.50%2025-12-312026-01-23 IEMG ISHARES INC4.5K sharesnew addition2025-12-312026-01-23 IEFA ISHARES TR2.4K sharesnew addition2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available