Blue Investment Partners LLC Portfolio Holdings by Sector

Blue Investment Partners LLC

$230 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPY IDEV SCHB USFR JQUA RSP JAAA AVUV 21 stocks	$121,665 52.99% of portfolio	17	3	4	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$44,908 19.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$20,358 8.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$12,572 5.48% of portfolio	2	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$11,107 4.84% of portfolio	2	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC JPM 2 stocks	$8,391 3.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$6,080 2.65% of portfolio	-	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials ENVX 1 stocks	$1,051 0.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$532 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV LLY 2 stocks	$520 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$497 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$318 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical WSM 1 stocks	$304 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX 1 stocks	$301 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$300 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK 1 stocks	$252 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$228 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$210 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts

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