Blue Investment Partners LLC Portfolio Holdings

Blue Investment Partners LLC

$253 Million
Q4 2024

Blue Investment Partners LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $253 Million distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $48.6M, Amazon Com Inc with a value of $24.2M, Spdr S&P 500 ETF Trust with a value of $18.8M, Schwab Strategic Tr Us Broad M with a value of $13M, and Wisdomtree Floating Rate Treas with a value of $12.5M.

Examining the 13F form we can see an increase of $23.1M in the current position value, from $230M to 253M.

Blue Investment Partners LLC is based out at Alamo, CA

Below you can find more details about Blue Investment Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $253 Million

ETFs: $122 Million

Technology: $67.4 Million

Consumer Cyclical: $24.8 Million

Communication Services: $18.3 Million

Financial Services: $10.6 Million

Industrials: $1.2 Million

Consumer Defensive: $1 Million

Healthcare: $893,000

Other: $0

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
Grayscale Bitcoin Mini Tr Et	-	$0 0.0% of portfolio	-	Q4 2024 New
Pimco ETF Tr	-	$0 0.0% of portfolio	-	Q4 2024 Added 10.35%

Summary

Portfolio
No. of Stocks 52
Current Value $253 Million
Prior Value $230 Million
Filing
Period Q4 2024
Filing Date February 13, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 6 stocks
Additional Purchases 26 stocks
Sold out of 0 stocks
Reduced holdings in 7 stocks

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Blue Investment Partners LLC Portfolio Holdings