Blue Zone Wealth Advisors, LLC Purchases in Q3 2024

Blue Zone Wealth Advisors, LLC

  • $300 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IRT
Independence Realty Trust, Inc.

Real Estate
216K
New
$18.32 - $21.15 $3.96M - $4.58M
216K $4.43M
NVDA
Nvidia Corp

Technology
15.1K
+ 221.49%
$98.91 - $134.91 $1.49M - $2.03M
21.9K $2.65M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
321
+ 0.63%
$72.18 - $107.33 $23.2K - $34.5K
51K $5.41M
WST
West Pharmaceutical Services Inc

Healthcare
6.58K
+ 66.06%
$277.16 - $333.3 $1.82M - $2.19M
16.5K $4.96M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.25K
+ 5.76%
$434.77 - $502.96 $980K - $1.13M
41.4K $20.2M
AAPL
Apple Inc.

Technology
1.3K
+ 2.57%
$207.23 - $234.82 $269K - $305K
51.9K $12.1M
EFX
Equifax Inc

Industrials
837
+ 3.92%
$236.42 - $307.13 $198K - $257K
22.2K $6.51M
BX
Blackstone Inc.

Financial Services
294
+ 0.83%
$120.77 - $159.66 $35.5K - $46.9K
35.9K $5.49M
TTD
Trade Desk, Inc.

Technology
2.49K
+ 3.82%
$83.08 - $110.79 $207K - $276K
67.5K $7.41M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
309
+ 2.07%
$405.19 - $478.57 $125K - $148K
15.3K $7.02M
SPGI
S&P Global Inc.

Financial Services
330
+ 3.07%
$446.32 - $527.38 $147K - $174K
11.1K $5.72M
TMO
Thermo Fisher Scientific Inc.

Healthcare
436
+ 4.61%
$531.86 - $624.21 $232K - $272K
9.9K $6.12M
MCO
Moodys Corp

Financial Services
320
+ 2.53%
$421.49 - $494.67 $135K - $158K
13K $6.15M
ZTS
Zoetis Inc.

Healthcare
1.51K
+ 6.4%
$172.58 - $196.48 $261K - $297K
25.1K $4.91M
CPRT
Copart Inc

Consumer Cyclical
18.3K
+ 22.05%
$49.19 - $55.54 $900K - $1.02M
101K $5.31M
GBIL
Goldman Sachs Access Treasury

ETFs
7.98K
New
$99.7 - $100.3 $796K - $801K
7.98K $800K
STE
Steris PLC

Healthcare
735
+ 3.0%
$213.51 - $247.14 $157K - $182K
25.3K $6.13M
FCAL
First Tr Iii Calif Mun High In

ETFs
14.8K
New
$49.34 - $50.4 $730K - $745K
14.8K $742K
MC
Moelis & CO

Financial Services
737
+ 1.27%
$57.14 - $70.62 $42.1K - $52K
58.8K $4.03M
DEO
Diageo PLC

Consumer Defensive
1.73K
+ 5.29%
$120.02 - $140.77 $208K - $243K
34.4K $4.83M
DHR
Danaher Corp

Healthcare
1.04K
+ 7.03%
$239.25 - $280.76 $250K - $293K
15.9K $4.42M
APD
Air Products & Chemicals, Inc.

Basic Materials
253
+ 1.76%
$247.34 - $300.11 $62.6K - $75.9K
14.6K $4.36M
SYK
Stryker Corp

Healthcare
627
+ 3.13%
$315.94 - $371.96 $198K - $233K
20.7K $7.47M
WMB
Williams Companies, Inc.

Energy
3.04K
+ 1.92%
$41.24 - $46.22 $125K - $141K
161K $7.36M
AZO
Autozone Inc

Consumer Cyclical
44
+ 1.8%
$2815.0 - $3212.87 $124K - $141K
2.49K $7.84M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
200
+ 5.35%
$1015.62 - $1159.62 $203K - $232K
3.94K $4.54M
CRM
Salesforce, Inc.

Technology
677
+ 3.0%
$238.42 - $276.53 $161K - $187K
23.2K $6.36M
VEEV
Veeva Systems Inc

Healthcare
641
+ 4.58%
$180.43 - $223.9 $116K - $144K
14.6K $3.07M
RELX
Relx PLC

Communication Services
5.9K
+ 5.72%
$44.1 - $48.86 $260K - $288K
109K $5.17M
V
Visa Inc.

Financial Services
473
+ 2.07%
$253.74 - $291.56 $120K - $138K
23.3K $6.41M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.13K
New
$162.64 - $179.3 $347K - $382K
2.13K $382K
IWR
Ishares Russell Mid Cap ETF

ETFs
4.19K
New
$79.92 - $88.19 $335K - $369K
4.19K $369K
CSGP
Costar Group, Inc.

Real Estate
3.58K
+ 6.91%
$71.59 - $79.61 $256K - $285K
55.3K $4.17M
IWF
Ishares Russell 1000 Gr ETF

ETFs
889
New
$332.02 - $382.76 $295K - $340K
889 $333K
META
Meta Platforms, Inc.

Communication Services
3
+ 0.07%
$453.41 - $572.44 $1.36K - $1.72K
4.02K $2.3M
XOM
Exxon Mobil Corp

Energy
2.29K
New
$109.72 - $119.0 $252K - $273K
2.29K $268K
ESTC
Elastic N.V.

Technology
17.1K
+ 59.98%
$70.13 - $122.27 $1.2M - $2.09M
45.7K $3.51M
MA
Mastercard Inc

Financial Services
507
New
$429.6 - $500.99 $218K - $254K
507 $250K
LLY
Eli Lilly & CO

Healthcare
274
New
$772.14 - $960.02 $212K - $263K
274 $242K
ONON
On Holding Ag

Consumer Cyclical
4.45K
New
$36.63 - $51.57 $163K - $229K
4.45K $223K
CGGR
Capital Group Growth ETF Shs C

ETFs
6.13K
New
$30.71 - $34.79 $188K - $213K
6.13K $213K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.15K
New
$36.98 - $41.55 $191K - $214K
5.15K $211K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
371
+ 76.49%
$475.2 - $527.7 $176K - $196K
856 $451K
XLV
Select Sector Spdr Fund Health

ETFs
1.33K
New
$143.3 - $157.24 $191K - $209K
1.33K $205K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.62K
New
$69.31 - $77.34 $181K - $202K
2.62K $200K
VEA
Vanguard Ftse Developed Market

ETFs
3.23K
+ 67.52%
$47.6 - $53.31 $154K - $172K
8.01K $423K
FPE
First Tr Pfd Secs & Income ETF

ETFs
10.3K
New
$17.35 - $18.22 $179K - $188K
10.3K $186K
GXO
Gxo Logistics, Inc.

Industrials
1.03K
+ 2.2%
$46.45 - $55.98 $47.9K - $57.7K
47.9K $2.5M
IVV
Ishares Core S&P 500 ETF

ETFs
171
+ 44.42%
$520.18 - $576.82 $89K - $98.6K
556 $320K
Activity Summary
Buys All Purchases 76 New Holdings 15 Increased Positions 61 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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