Blue Zone Wealth Advisors, LLC has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $273 Million distributed in 88 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 $17.8M, Ishares S&P 500 Growth ETF with a value of $11M, Alphabet Inc. with a value of $9.23M, Apple Inc. with a value of $9.09M, and Autozone Inc with a value of $7.85M.

Examining the 13F form we can see an increase of $35.5M in the current position value, from $237M to 273M.

Below you can find more details about Blue Zone Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $273 Million
Financial Services: $46.8 Million
Technology: $40.9 Million
ETFs: $39.4 Million
Healthcare: $38.6 Million
Consumer Cyclical: $29.1 Million
Communication Services: $25.6 Million
Industrials: $16.5 Million
Consumer Defensive: $12.1 Million
Other: $23.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $273 Million
  • Prior Value $237 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 17, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 10 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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