Blue Zone Wealth Advisors, LLC Incresed Positions in Q3 2025

Blue Zone Wealth Advisors, LLC

  • $461 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
82K
+ 316.98%
$153.3 - $186.58 $12.6M - $15.3M
108K $20.1M
AMZN
Amazon Com Inc

Consumer Cyclical
54.4K
+ 173.05%
$211.65 - $238.24 $11.5M - $13M
85.8K $18.8M
AAPL
Apple Inc.

Technology
21.8K
+ 41.04%
$202.38 - $256.87 $4.42M - $5.61M
75K $19.1M
META
Meta Platforms, Inc.

Communication Services
9.18K
+ 217.16%
$695.21 - $791.73 $6.38M - $7.27M
13.4K $9.84M
MSFT
Microsoft Corp

Technology
11.5K
+ 65.08%
$491.09 - $535.64 $5.65M - $6.16M
29.2K $15.1M
GOOG
Alphabet Inc.

Communication Services
23.5K
+ 592.43%
$175.16 - $255.24 $4.11M - $6M
27.5K $6.69M
GOOGL
Alphabet Inc.

Communication Services
453
+ 0.61%
$174.36 - $254.72 $79K - $115K
74.5K $18.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
544
+ 1.23%
$546.99 - $602.2 $298K - $328K
44.8K $26.9M
TSLA
Tesla, Inc.

Consumer Cyclical
1.77K
+ 18.5%
$293.94 - $444.72 $519K - $785K
11.3K $5.03M
CRM
Salesforce, Inc.

Technology
11.5K
+ 43.0%
$231.66 - $273.65 $2.66M - $3.14M
38.1K $9.04M
AZO
Autozone Inc

Consumer Cyclical
58
+ 2.49%
$3649.42 - $4354.54 $212K - $253K
2.38K $10.2M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.93K
+ 2.79%
$89.32 - $107.82 $172K - $208K
70.9K $7.64M
WST
West Pharmaceutical Services Inc

Healthcare
523
+ 1.84%
$210.08 - $279.1 $110K - $146K
28.9K $7.58M
UNH
Unitedhealth Group Inc

Healthcare
1.51K
+ 6.11%
$237.77 - $353.61 $359K - $534K
26.3K $9.06M
TMO
Thermo Fisher Scientific Inc.

Healthcare
725
+ 5.92%
$404.94 - $499.99 $294K - $362K
13K $6.29M
IDXX
Idexx Laboratories Inc

Healthcare
135
+ 1.14%
$514.61 - $682.78 $69.5K - $92.2K
12K $7.66M
BX
Blackstone Inc.

Financial Services
54
+ 0.1%
$152.77 - $188.68 $8.25K - $10.2K
54.1K $9.24M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.85K
+ 344.4%
$567.77 - $614.76 $1.05M - $1.13M
2.38K $1.46M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.5K
+ 9.72%
$459.11 - $506.91 $688K - $760K
16.9K $8.51M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
34.9K
+ 345.13%
$21.69 - $23.34 $757K - $814K
45K $1.05M
MC
Moelis & CO

Financial Services
1.34K
+ 1.67%
$64.0 - $77.75 $85.7K - $104K
81.6K $5.82M
VEA
Vanguard Ftse Developed Market

ETFs
9.76K
+ 120.4%
$56.02 - $60.3 $547K - $589K
17.9K $1.07M
EFX
Equifax Inc

Industrials
2.61K
+ 9.62%
$234.03 - $265.73 $611K - $694K
29.7K $7.63M
XLK
Technology Sector Spdr

ETFs
294
+ 2.1%
$250.97 - $282.66 $73.8K - $83.1K
14.3K $4.03M
GXO
Gxo Logistics, Inc.

Industrials
2.91K
+ 4.21%
$48.07 - $54.59 $140K - $159K
72K $3.81M
WMB
Williams Companies, Inc.

Energy
5.13K
+ 3.55%
$56.52 - $64.01 $290K - $328K
150K $9.48M
CSGP
Costar Group, Inc.

Real Estate
1.51K
+ 2.19%
$81.42 - $96.83 $123K - $146K
70.3K $5.93M
AXP
American Express CO

Financial Services
230
+ 1.02%
$294.27 - $342.31 $67.7K - $78.7K
22.9K $7.6M
VEEV
Veeva Systems Inc

Healthcare
528
+ 2.97%
$269.2 - $297.91 $142K - $157K
18.3K $5.45M
STE
Steris PLC

Healthcare
482
+ 1.71%
$221.21 - $252.43 $107K - $122K
28.7K $7.1M
BLW
Blackrock LTD Duration Income Trust

Financial Services
23.7K
+ 7.67%
$14.0 - $14.26 $332K - $338K
333K $4.66M
PK
Park Hotels & Resorts Inc.

Real Estate
2.07K
+ 0.71%
$10.17 - $12.13 $21.1K - $25.2K
294K $3.26M
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
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
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
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5
+ 0.21%
$224.68 - $282.71 $1.12K - $1.41K
2.43K $677K
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
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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