Bouvel Investment Partners, LLC Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$265.9B
Holdings
77
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (77 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EVTRMORGAN STANLEY ETF TRUST | 240,903 | $12.5B | 4.69% | |
| 2 | BONDPIMCO ETF TR | 123,759 | $11.7B | 4.40% | |
| 3 | JEPIJ P MORGAN EXCHANGE TRADED F | 178,840 | $10.6B | 4.00% | |
| 4 | NVDANVIDIA CORPORATION | 74,553 | $9.1B | 3.40% | |
| 5 | MSFTMICROSOFT CORP | 19,467 | $8.4B | 3.15% | |
| 6 | AXPAMERICAN EXPRESS CO | 28,917 | $7.8B | 2.95% | |
| 7 | AMZNAMAZON COM INC | 41,481 | $7.7B | 2.91% | |
| 8 | ISRGINTUITIVE SURGICAL INC | 13,950 | $6.9B | 2.58% | |
| 9 | CGMSCAPITAL GRP FIXED INCM ETF T | 216,376 | $6.0B | 2.27% | |
| 10 | INTUINTUIT | 9,683 | $6.0B | 2.26% | |
| 11 | QUSSPDR SER TR | 37,019 | $5.8B | 2.19% | |
| 12 | LLYELI LILLY & CO | 6,538 | $5.8B | 2.18% | |
| 13 | PRFINVESCO EXCHANGE TRADED FD T | 141,048 | $5.7B | 2.16% | |
| 14 | METAMETA PLATFORMS INC | 9,489 | $5.4B | 2.04% | |
| 15 | CRMSALESFORCE INC | 19,520 | $5.3B | 2.01% | |
| 16 | PANWPALO ALTO NETWORKS INC | 15,283 | $5.2B | 1.96% | |
| 17 | MRVLMARVELL TECHNOLOGY INC | 69,939 | $5.0B | 1.90% | |
| 18 | ETNEATON CORP PLC | 14,679 | $4.9B | 1.83% | |
| 19 | GEGE AEROSPACE | 24,381 | $4.6B | 1.73% | |
| 20 | PLTRPALANTIR TECHNOLOGIES INC | 114,119 | $4.2B | 1.60% | |
| 21 | UBERUBER TECHNOLOGIES INC | 54,335 | $4.1B | 1.54% | |
| 22 | FSLRFIRST SOLAR INC | 16,329 | $4.1B | 1.53% | |
| 23 | SNPSSYNOPSYS INC | 7,865 | $4.0B | 1.50% | |
| 24 | GOOGLALPHABET INC | 23,787 | $3.9B | 1.48% | |
| 25 | BSXBOSTON SCIENTIFIC CORP | 45,148 | $3.8B | 1.42% | |
| 26 | HONHONEYWELL INTL INC | 18,217 | $3.8B | 1.42% | |
| 27 | IVWISHARES TR | 38,184 | $3.7B | 1.37% | |
| 28 | TTDTHE TRADE DESK INC | 32,893 | $3.6B | 1.36% | |
| 29 | EDVVANGUARD WORLD FD | 44,119 | $3.5B | 1.32% | |
| 30 | SPSCSPS COMM INC | 18,058 | $3.5B | 1.32% | |
| 31 | VOTVANGUARD INDEX FDS | 14,373 | $3.5B | 1.32% | |
| 32 | RTXRTX CORPORATION | 28,572 | $3.5B | 1.30% | |
| 33 | JPXAEROVIRONMENT INC | 17,108 | $3.4B | 1.29% | |
| 34 | BABOEING CO | 21,862 | $3.3B | 1.25% | |
| 35 | AMDADVANCED MICRO DEVICES INC | 20,197 | $3.3B | 1.25% | |
| 36 | ADSKAUTODESK INC | 11,988 | $3.3B | 1.24% | |
| 37 | MUMICRON TECHNOLOGY INC | 31,039 | $3.2B | 1.21% | |
| 38 | PFFISHARES TR | 94,776 | $3.1B | 1.18% | |
| 39 | FVALFIDELITY COVINGTON TRUST | 50,132 | $3.0B | 1.14% | |
| 40 | TERTERADYNE INC | 22,529 | $3.0B | 1.13% | |
| 41 | MRSHMARSH & MCLENNAN COS INC | 13,473 | $3.0B | 1.13% | |
| 42 | TYLTYLER TECHNOLOGIES INC | 5,086 | $3.0B | 1.12% | |
| 43 | ZSZSCALER INC | 17,306 | $3.0B | 1.11% | |
| 44 | BLVVANGUARD BD INDEX FDS | 38,625 | $2.9B | 1.09% | |
| 45 | DWDMORGAN STANLEY | 25,924 | $2.7B | 1.02% | |
| 46 | ADBEADOBE INC | 5,147 | $2.7B | 1.00% | |
| 47 | AQLTISHARES TR | 19,406 | $2.6B | 0.99% | |
| 48 | ASPNASPEN AEROGELS INC | 90,992 | $2.5B | 0.95% | |
| 49 | MTZMASTEC INC | 19,785 | $2.4B | 0.92% | |
| 50 | DDOGDATADOG INC | 19,766 | $2.3B | 0.86% | |
| 51 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 88,616 | $2.1B | 0.78% | |
| 52 | JEPQJ P MORGAN EXCHANGE TRADED F | 32,399 | $1.8B | 0.67% | |
| 53 | HLITHARMONIC INC | 120,524 | $1.8B | 0.66% | |
| 54 | DGROISHARES TR | 25,667 | $1.6B | 0.61% | |
| 55 | ENPHENPHASE ENERGY INC | 13,658 | $1.5B | 0.58% | |
| 56 | GEVGE VERNOVA INC | 5,971 | $1.5B | 0.57% | |
| 57 | SHOPSHOPIFY INC | 17,376 | $1.4B | 0.52% | |
| 58 | QA4AGENTHERM INC | 27,620 | $1.3B | 0.48% | |
| 59 | OLEDUNIVERSAL DISPLAY CORP | 5,781 | $1.2B | 0.46% | |
| 60 | XYZBLOCK INC | 17,867 | $1.2B | 0.45% | |
| 61 | VRTVERTIV HOLDINGS CO | 10,980 | $1.1B | 0.41% | |
| 62 | SNCRSYNCHRONOSS TECHNOLOGIES INC | 72,476 | $1.1B | 0.41% | |
| 63 | VICRVICOR CORP | 24,547 | $1.0B | 0.39% | |
| 64 | CRSPCRISPR THERAPEUTICS AG | 21,703 | $1.0B | 0.38% | |
| 65 | ITOTISHARES TR | 7,710 | $968.5M | 0.36% | |
| 66 | HUBSHUBSPOT INC | 1,771 | $941.5M | 0.35% | |
| 67 | SABRSABRE CORP | 248,434 | $911.8M | 0.34% | |
| 68 | CERSCERUS CORP | 505,020 | $878.7M | 0.33% | |
| 69 | PLUNPLUG POWER INC | 378,634 | $855.7M | 0.32% | |
| 70 | ILMNILLUMINA INC | 6,494 | $846.9M | 0.32% | |
| 71 | UUNITY SOFTWARE INC | 35,595 | $805.2M | 0.30% | |
| 72 | SRTABLADE AIR MOBILITY INC | 268,867 | $790.5M | 0.30% | |
| 73 | AEHRAEHR TEST SYS | 58,233 | $748.3M | 0.28% | |
| 74 | INDIINDIE SEMICONDUCTOR INC | 186,119 | $742.6M | 0.28% | |
| 75 | JOBYJOBY AVIATION INC | 122,147 | $614.4M | 0.23% | |
| 76 | CHPTCHARGEPOINT HOLDINGS INC | 316,362 | $433.4M | 0.16% | |
| 77 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 43,882 | $224.7M | 0.08% |