Blue Zone Wealth Advisors, LLC Portfolio Holdings
Blue Zone Wealth Advisors, LLC
- $327 Million
- Q1 2025
Blue Zone Wealth Advisors, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $327 Million distributed in 106 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $20.5M, Apple Inc. with a value of $12M, Alphabet Inc. with a value of $10.8M, Ishares S&P 500 Growth ETF with a value of $10.3M, and Williams Companies, Inc. with a value of $8.81M.
Examining the 13F form we can see an increase of $9.53M in the current position value, from $318M to 327M.
Below you can find more details about Blue Zone Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$327 Million
Financial Services: $52.5 Million
Healthcare: $50.9 Million
ETFs: $47.7 Million
Technology: $46.4 Million
Consumer Cyclical: $37.5 Million
Communication Services: $25.4 Million
Industrials: $23.2 Million
Real Estate: $14.1 Million
Other: $29.7 Million