Blue Zone Wealth Advisors, LLC Purchases in Q3 2025

Blue Zone Wealth Advisors, LLC

  • $461 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BA
Boeing CO

Industrials
265
+ 1.05%
$209.79 - $237.38 $55.6K - $62.9K
25.4K $5.49M
ESTC
Elastic N.V.

Technology
2.32K
+ 4.2%
$72.54 - $92.3 $168K - $214K
57.5K $4.86M
RTX
Raytheon Technologies Corp

Industrials
1.22K
New
$144.19 - $167.33 $176K - $205K
1.22K $204K
JPM
Jpmorgan Chase & CO

Financial Services
498
+ 51.71%
$282.78 - $316.06 $141K - $157K
1.46K $460K
DHR
Danaher Corp

Healthcare
827
+ 3.81%
$181.46 - $212.2 $150K - $175K
22.5K $4.46M
QUAL
Ishares Msci Usa Quality Facto

ETFs
754
+ 43.09%
$182.33 - $194.5 $137K - $147K
2.5K $487K
IEMG
Ishares Inc

ETFs
3.07K
New
N/A
3.07K $164K
ADSK
Autodesk, Inc.

Technology
639
New
N/A
639 $157K
WMT
Walmart Inc.

Consumer Defensive
1.2K
+ 57.7%
$94.4 - $104.27 $114K - $125K
3.29K $338K
CGGR
Capital Group Growth ETF Shs C

ETFs
2.24K
+ 22.32%
$40.2 - $44.58 $90K - $99.9K
12.3K $539K
GLD
Spdr Gold Trust

ETFs
120
+ 8.54%
$300.96 - $355.47 $36.1K - $42.7K
1.53K $542K
SPY
Spdr S&P 500 ETF Trust

ETFs
10
+ 0.48%
$617.65 - $666.84 $6.18K - $6.67K
2.09K $1.39M
VIG
Vanguard Dividend Appreciation

ETFs
525
+ 21.78%
N/A
2.94K $534K
MA
Mastercard Inc

Financial Services
152
+ 30.96%
$550.18 - $598.96 $83.6K - $91K
643 $365K
COST
Costco Wholesale Corp

Consumer Defensive
128
+ 14.63%
$915.95 - $994.57 $117K - $127K
1K $928K
IVV
Ishares Core S&P 500 ETF

ETFs
42
+ 7.66%
$620.67 - $670.08 $26.1K - $28.1K
590 $394K
PG
Procter & Gamble CO

Consumer Defensive
359
+ 9.43%
$150.47 - $161.22 $54K - $57.9K
4.17K $640K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17
+ 0.72%
$108.46 - $120.63 $1.84K - $2.05K
2.39K $283K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
268
+ 2.32%
$39.58 - $40.74 $10.6K - $10.9K
11.8K $478K
NFLX
Netflix Inc

Communication Services
45
+ 14.61%
$1147.87 - $1297.18 $51.7K - $58.4K
353 $423K
FPE
First Tr Pfd Secs & Income ETF

ETFs
300
+ 2.77%
$17.81 - $18.39 $5.34K - $5.52K
11.1K $203K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
39
+ 0.97%
$92.18 - $95.14 $3.6K - $3.71K
4.08K $388K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
20
+ 0.69%
$81.76 - $86.36 $1.64K - $1.73K
2.9K $246K
Linde PLC
789
+ 6.34%
N/A
13.2K $0
Blackrock Inc
20
+ 0.38%
N/A
5.27K $0
QTUM
ETF Ser Solutions Defiance Qua
2.68K
New
N/A
2.68K $0
Brookfield Asset Managmt LTD
1.46K
+ 0.83%
N/A
176K $0
Canadian Pacific Kansas City
1.88K
+ 2.36%
N/A
81.6K $0
ZTS
Zoetis Inc.

Healthcare
2.12K
+ 6.5%
$141.13 - $159.19 $299K - $337K
34.7K $5.08M
V
Visa Inc.

Financial Services
928
+ 3.84%
$332.09 - $358.86 $308K - $333K
25.1K $8.57M
APD
Air Products & Chemicals, Inc.

Basic Materials
550
+ 3.1%
$265.78 - $299.3 $146K - $165K
18.3K $4.98M
OKTA
Okta, Inc.

Technology
1.45K
+ 6.4%
$88.51 - $101.1 $128K - $147K
24.1K $2.21M
MKL
Markel Corp

Financial Services
128
+ 3.46%
$1898.34 - $2031.8 $243K - $260K
3.83K $7.31M
SNAP
Snap Inc

Communication Services
300
+ 0.34%
$6.99 - $10.35 $2.1K - $3.11K
87.9K $677K
MCO
Moodys Corp

Financial Services
572
+ 3.92%
$472.69 - $521.32 $270K - $298K
15.2K $7.23M
IRT
Independence Realty Trust, Inc.

Real Estate
15.3K
+ 5.46%
$16.35 - $18.11 $251K - $278K
296K $4.86M
DEO
Diageo PLC

Consumer Defensive
887
+ 2.21%
$93.64 - $115.33 $83.1K - $102K
41K $3.91M
CPRT
Copart Inc

Consumer Cyclical
6.49K
+ 5.27%
$44.6 - $49.97 $289K - $324K
130K $5.83M
SPGI
S&P Global Inc.

Financial Services
365
+ 2.9%
$484.94 - $564.15 $177K - $206K
12.9K $6.29M
DIS
Walt Disney CO

Communication Services
468
+ 1.02%
$112.25 - $124.0 $52.5K - $58K
46.3K $5.31M
SYK
Stryker Corp

Healthcare
68
+ 0.34%
$368.57 - $403.53 $25.1K - $27.4K
20.1K $7.42M
RELX
Relx PLC

Communication Services
4.15K
+ 3.34%
$45.13 - $54.19 $187K - $225K
128K $6.13M
TTD
Trade Desk, Inc.

Technology
8.43K
+ 10.28%
$43.93 - $89.76 $370K - $756K
90.4K $4.43M
Activity Summary
Buys All Purchases 94 New Holdings 21 Increased Positions 73 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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