0001085146-22-003379.txt : 20221014 0001085146-22-003379.hdr.sgml : 20221014 20221013200522 ACCESSION NUMBER: 0001085146-22-003379 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221014 DATE AS OF CHANGE: 20221013 EFFECTIVENESS DATE: 20221014 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bouvel Investment Partners, LLC CENTRAL INDEX KEY: 0001839122 IRS NUMBER: 251851431 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20515 FILM NUMBER: 221310036 BUSINESS ADDRESS: STREET 1: 1220 VALLEY FORGE ROAD STREET 2: SUITE 43 CITY: PHOENIXVILLE STATE: PA ZIP: 19460 BUSINESS PHONE: 610.933.3300 MAIL ADDRESS: STREET 1: 1220 VALLEY FORGE ROAD STREET 2: SUITE 43 CITY: PHOENIXVILLE STATE: PA ZIP: 19460 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001839122 XXXXXXXX 09-30-2022 09-30-2022 false Bouvel Investment Partners, LLC

1220 VALLEY FORGE ROAD SUITE 43 PHOENIXVILLE PA 19460

13F HOLDINGS REPORT 028-20515 N STEPHANE BOUVEL 610-933-3300 /s/STEPHANE BOUVEL PHOENIXVILLE PA 10-13-2022 0 67 150020 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 282 39658 SH SOLE 0 0 39658 ADOBE SYSTEMS INCORPORATED COM 00724F101 1633 5935 SH SOLE 0 0 5935 AEROVIRONMENT INC COM 008073108 2299 27575 SH SOLE 0 0 27575 AIR PRODS & CHEMS INC COM 009158106 202 867 SH SOLE 0 0 867 ALPHABET INC CAP STK CL A 02079K305 3557 37186 SH SOLE 0 0 37186 AMAZON COM INC COM 023135106 4418 39097 SH SOLE 0 0 39097 AMERICAN EXPRESS CO COM 025816109 3710 27498 SH SOLE 0 0 27498 AUTODESK INC COM 052769106 2146 11490 SH SOLE 0 0 11490 BK OF AMERICA CORP COM 060505104 2639 87387 SH SOLE 0 0 87387 BLOCK INC CL A 852234103 836 15204 SH SOLE 0 0 15204 BOEING CO COM 097023105 1667 13764 SH SOLE 0 0 13764 BOSTON SCIENTIFIC CORP COM 101137107 1631 42104 SH SOLE 0 0 42104 CERUS CORP COM 157085101 779 216474 SH SOLE 0 0 216474 CHEGG INC COM 163092109 612 29039 SH SOLE 0 0 29039 CHIPOTLE MEXICAN GRILL INC COM 169656105 1522 1013 SH SOLE 0 0 1013 CRISPR THERAPEUTICS AG NAMEN AKT H17182108 1224 18726 SH SOLE 0 0 18726 DEXCOM INC COM 252131107 1177 14612 SH SOLE 0 0 14612 ENPHASE ENERGY INC COM 29355A107 3271 11787 SH SOLE 0 0 11787 EPAM SYS INC COM 29414B104 3193 8815 SH SOLE 0 0 8815 FIDELITY COVINGTON TRUST MSCI FINLS IDX 316092501 3541 82196 SH SOLE 0 0 82196 FIDELITY COVINGTON TRUST VLU FACTOR ETF 316092782 1773 44310 SH SOLE 0 0 44310 FIRST SOLAR INC COM 336433107 2560 19357 SH SOLE 0 0 19357 GENERAL ELECTRIC CO COM NEW 369604301 1431 23107 SH SOLE 0 0 23107 GENTHERM INC COM 37253A103 998 20065 SH SOLE 0 0 20065 HEXCEL CORP NEW COM 428291108 2521 48739 SH SOLE 0 0 48739 HONEYWELL INTL INC COM 438516106 2919 17480 SH SOLE 0 0 17480 ILLUMINA INC COM 452327109 771 4041 SH SOLE 0 0 4041 INTUIT COM 461202103 3554 9176 SH SOLE 0 0 9176 INTUITIVE SURGICAL INC COM NEW 46120E602 2488 13274 SH SOLE 0 0 13274 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 4412 31794 SH SOLE 0 0 31794 ISHARES TR 1 3 YR TREAS BD 464287457 11837 145759 SH SOLE 0 0 145759 ISHARES TR CORE DIV GRWTH 46434V621 1129 25382 SH SOLE 0 0 25382 ISHARES TR CORE S&P TTL STK 464287150 579 7284 SH SOLE 0 0 7284 ISHARES TR PFD AND INCM SEC 464288687 1378 43511 SH SOLE 0 0 43511 ISHARES TR S&P 500 GRWT ETF 464287309 1960 33881 SH SOLE 0 0 33881 ISHARES TR SELECT DIVID ETF 464287168 2081 19407 SH SOLE 0 0 19407 ITERIS INC NEW COM 46564T107 778 261970 SH SOLE 0 0 261970 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 9749 190293 SH SOLE 0 0 190293 KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 784 77208 SH SOLE 0 0 77208 MARRIOTT INTL INC NEW CL A 571903202 3105 22156 SH SOLE 0 0 22156 MARVELL TECHNOLOGY INC COM 573874104 2369 55219 SH SOLE 0 0 55219 META PLATFORMS INC CL A 30303M102 1225 9027 SH SOLE 0 0 9027 MICROSOFT CORP COM 594918104 4300 18463 SH SOLE 0 0 18463 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 1278 112515 SH SOLE 0 0 112515 NVIDIA CORPORATION COM 67066G104 2000 16477 SH SOLE 0 0 16477 PALANTIR TECHNOLOGIES INC CL A 69608A108 871 107117 SH SOLE 0 0 107117 PALO ALTO NETWORKS INC COM 697435105 4095 25004 SH SOLE 0 0 25004 PAYCOM SOFTWARE INC COM 70432V102 2049 6210 SH SOLE 0 0 6210 PAYPAL HLDGS INC COM 70450Y103 1765 20508 SH SOLE 0 0 20508 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 5108 51664 SH SOLE 0 0 51664 PLUG POWER INC COM NEW 72919P202 2758 131267 SH SOLE 0 0 131267 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2214 27051 SH SOLE 0 0 27051 SABRE CORP COM 78573M104 1099 213416 SH SOLE 0 0 213416 SALESFORCE INC COM 79466L302 2666 18538 SH SOLE 0 0 18538 SHOPIFY INC CL A 82509L107 416 15436 SH SOLE 0 0 15436 SILICON LABORATORIES INC COM 826919102 1565 12675 SH SOLE 0 0 12675 SPS COMM INC COM 78463M107 2600 20930 SH SOLE 0 0 20930 SYNCHRONOSS TECHNOLOGIES INC COM 87157B103 671 588892 SH SOLE 0 0 588892 TERADYNE INC COM 880770102 1431 19041 SH SOLE 0 0 19041 TRIPADVISOR INC COM 896945201 1641 74328 SH SOLE 0 0 74328 TUSIMPLE HLDGS INC CL A 90089L108 433 56981 SH SOLE 0 0 56981 TWILIO INC CL A 90138F102 676 9772 SH SOLE 0 0 9772 TYLER TECHNOLOGIES INC COM 902252105 1513 4353 SH SOLE 0 0 4353 UBER TECHNOLOGIES INC COM 90353T100 1386 52310 SH SOLE 0 0 52310 UNITY SOFTWARE INC COM 91332U101 627 19670 SH SOLE 0 0 19670 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2756 16163 SH SOLE 0 0 16163 WELLS FARGO CO NEW COM 949746101 3362 83598 SH SOLE 0 0 83598