Blue Zone Wealth Advisors, LLC Reduced Holdings in Q4 2025

Blue Zone Wealth Advisors, LLC

  • $483 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PK
Park Hotels & Resorts Inc.

Real Estate
-225K
- 76.5%
$9.97 - $11.28 $2.24M - $2.54M
69.2K $722K
META
Meta Platforms, Inc.

Communication Services
-42
- 0.31%
$609.01 - $751.67 $25.6K - $31.6K
13.4K $8.14M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-2.07K
- 3.97%
$153.8 - $189.34 $319K - $393K
50.2K $7.91M
BLW
Blackrock LTD Duration Income Trust

Financial Services
-60.5K
- 18.16%
$13.76 - $14.11 $832K - $854K
273K $3.77M
WMB
Williams Companies, Inc.

Energy
-2.1K
- 1.41%
$56.51 - $64.48 $119K - $136K
148K $9M
DIS
Walt Disney CO

Communication Services
-43
- 0.09%
$105.69 - $116.65 $4.54K - $5.02K
46.3K $4.89M
TSLA
Tesla, Inc.

Consumer Cyclical
-1
- 0.01%
$401.99 - $468.37 $402 - $468
11.3K $4.62M
SYK
Stryker Corp

Healthcare
-235
- 1.17%
$353.81 - $388.35 $83.1K - $91.3K
19.8K $7.14M
DEO
Diageo PLC

Consumer Defensive
-706
- 1.72%
$87.26 - $98.67 $61.6K - $69.7K
40.3K $3.75M
FCAL
First Tr Iii Calif Mun High In

ETFs
-3K
- 21.43%
$48.76 - $49.48 $146K - $148K
11K $542K
COST
Costco Wholesale Corp

Consumer Defensive
-10
- 1.0%
$910.94 - $954.99 $9.11K - $9.55K
993 $906K
IBM
International Business Machines Corp

Technology
-95
- 10.8%
$275.97 - $314.98 $26.2K - $29.9K
785 $233K
IWR
Ishares Russell Mid Cap ETF

ETFs
-63
- 1.51%
$94.02 - $97.61 $5.92K - $6.15K
4.1K $387K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-86
- 2.11%
$92.34 - $95.43 $7.94K - $8.21K
3.99K $376K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-36
- 1.51%
$114.27 - $121.15 $4.11K - $4.36K
2.35K $274K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-81
- 0.69%
$40.28 - $40.85 $3.26K - $3.31K
11.7K $473K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-35
- 1.21%
$83.65 - $86.6 $2.93K - $3.03K
2.87K $247K
VEA
Vanguard Ftse Developed Market

ETFs
-161
- 0.9%
$59.18 - $62.09 $9.53K - $10K
17.7K $1.09M
EPI
Wisdomtree Tr India Earnings F

ETFs
-42
- 0.41%
$44.37 - $46.96 $1.86K - $1.97K
10.1K $469K
AXP
American Express CO

Financial Services
-360
- 1.57%
$316.26 - $372.77 $114K - $134K
22.5K $7.68M
HRI
Herc Holdings Inc

Industrials
-65
- 1.03%
$117.79 - $142.05 $7.66K - $9.23K
6.25K $834K
STE
Steris PLC

Healthcare
-677
- 2.36%
$235.48 - $267.99 $159K - $181K
28K $7.24M
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.14K
- 6.65%
$482.23 - $557.53 $551K - $637K
16K $8.62M
IDXX
Idexx Laboratories Inc

Healthcare
-325
- 2.71%
$616.15 - $722.94 $200K - $235K
11.7K $8.05M
AAPL
Apple Inc.

Technology
-68
- 0.09%
$245.27 - $275.25 $16.7K - $18.7K
75K $20.1M
GOOGL
Alphabet Inc.

Communication Services
-531
- 0.71%
$236.57 - $291.31 $126K - $155K
74K $20.4M
Activity Summary
Buys All Purchases 75 New Holdings 11 Increased Positions 64 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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