Bouvel Investment Partners, LLC Portfolio Holdings by Sector
Bouvel Investment Partners, LLC
- $227 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BOND JEPI QUS PRF IVW VOT EDV FVAL 14 stocks |
$58,516
25.79% of portfolio
|
11
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR MSFT ZS SNPS PANW SPSC ADBE SQ 8 stocks |
$31,742
13.99% of portfolio
|
3
|
5
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU CRM UBER TYL ADSK DDOG TTD SHOP 10 stocks |
$28,170
12.42% of portfolio
|
2
|
8
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA MRVL MU AMD 4 stocks |
$17,157
7.56% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX BA KTOS AVAV 4 stocks |
$12,182
5.37% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$9,147
4.03% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE ETN 2 stocks |
$8,869
3.91% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$7,892
3.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP 1 stocks |
$7,780
3.43% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$6,909
3.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$5,399
2.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
BSX CERS 2 stocks |
$5,255
2.32% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$3,857
1.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$3,287
1.45% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS 1 stocks |
$3,024
1.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Solar | Technology
FSLR ENPH 2 stocks |
$2,911
1.28% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
TER AEHR INDI 3 stocks |
$2,663
1.17% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
MTZ 1 stocks |
$2,309
1.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
VICR OLED 2 stocks |
$1,954
0.86% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
JOBY BLDE 2 stocks |
$1,469
0.65% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT PLUG 2 stocks |
$1,462
0.64% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
HLIT 1 stocks |
$1,155
0.51% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
CRSP ADPT 2 stocks |
$1,064
0.47% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
THRM 1 stocks |
$738
0.33% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
SABR 1 stocks |
$698
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
ASPN 1 stocks |
$581
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
ILMN 1 stocks |
$515
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
CHPT 1 stocks |
$189
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|