Blue Zone Wealth Advisors, LLC Purchases in Q3 2025

Blue Zone Wealth Advisors, LLC

  • $461 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
82K
+ 316.98%
$153.3 - $186.58 $12.6M - $15.3M
108K $20.1M
AMZN
Amazon Com Inc

Consumer Cyclical
54.4K
+ 173.05%
$211.65 - $238.24 $11.5M - $13M
85.8K $18.8M
AAPL
Apple Inc.

Technology
21.8K
+ 41.04%
$202.38 - $256.87 $4.42M - $5.61M
75K $19.1M
META
Meta Platforms, Inc.

Communication Services
9.18K
+ 217.16%
$695.21 - $791.73 $6.38M - $7.27M
13.4K $9.84M
MSFT
Microsoft Corp

Technology
11.5K
+ 65.08%
$491.09 - $535.64 $5.65M - $6.16M
29.2K $15.1M
CBOE
Cboe Global Markets, Inc.

Financial Services
25.5K
New
$231.35 - $253.24 $5.9M - $6.45M
25.5K $6.25M
GOOG
Alphabet Inc.

Communication Services
23.5K
+ 592.43%
$175.16 - $255.24 $4.11M - $6M
27.5K $6.69M
GOOGL
Alphabet Inc.

Communication Services
453
+ 0.61%
$174.36 - $254.72 $79K - $115K
74.5K $18.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
544
+ 1.23%
$546.99 - $602.2 $298K - $328K
44.8K $26.9M
MRVL
Marvell Technology, Inc.

Technology
23.8K
New
$62.31 - $84.07 $1.48M - $2M
23.8K $2M
RACE
Ferrari N.V.

Consumer Cyclical
4.05K
New
$436.24 - $517.65 $1.77M - $2.1M
4.05K $1.97M
CRM
Salesforce, Inc.

Technology
11.5K
+ 43.0%
$231.66 - $273.65 $2.66M - $3.14M
38.1K $9.04M
AMD
Advanced Micro Devices Inc

Technology
10.4K
New
$134.8 - $184.42 $1.4M - $1.92M
10.4K $1.69M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.21K
+ 3.83%
$108.97 - $121.65 $459K - $512K
114K $13.8M
AZO
Autozone Inc

Consumer Cyclical
58
+ 2.49%
$3649.42 - $4354.54 $212K - $253K
2.38K $10.2M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.93K
+ 2.79%
$89.32 - $107.82 $172K - $208K
70.9K $7.64M
WST
West Pharmaceutical Services Inc

Healthcare
523
+ 1.84%
$210.08 - $279.1 $110K - $146K
28.9K $7.58M
UNH
Unitedhealth Group Inc

Healthcare
1.51K
+ 6.11%
$237.77 - $353.61 $359K - $534K
26.3K $9.06M
TMO
Thermo Fisher Scientific Inc.

Healthcare
725
+ 5.92%
$404.94 - $499.99 $294K - $362K
13K $6.29M
IDXX
Idexx Laboratories Inc

Healthcare
135
+ 1.14%
$514.61 - $682.78 $69.5K - $92.2K
12K $7.66M
BX
Blackstone Inc.

Financial Services
54
+ 0.1%
$152.77 - $188.68 $8.25K - $10.2K
54.1K $9.24M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.85K
+ 344.4%
$567.77 - $614.76 $1.05M - $1.13M
2.38K $1.46M
EFV
Msci Eafe Value ETF

ETFs
15.4K
New
$62.79 - $68.42 $966K - $1.05M
15.4K $1.04M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.5K
+ 9.72%
$459.11 - $506.91 $688K - $760K
16.9K $8.51M
EFA
Ishares Tr Msci Eafe ETF

ETFs
10.8K
New
$87.29 - $93.61 $940K - $1.01M
10.8K $1.01M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
34.9K
+ 345.13%
$21.69 - $23.34 $757K - $814K
45K $1.05M
MC
Moelis & CO

Financial Services
1.34K
+ 1.67%
$64.0 - $77.75 $85.7K - $104K
81.6K $5.82M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
10.8K
New
$62.54 - $68.42 $676K - $739K
10.8K $729K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.21K
New
$567.09 - $607.37 $688K - $737K
1.21K $722K
VEA
Vanguard Ftse Developed Market

ETFs
9.76K
+ 120.4%
$56.02 - $60.3 $547K - $589K
17.9K $1.07M
EFX
Equifax Inc

Industrials
2.61K
+ 9.62%
$234.03 - $265.73 $611K - $694K
29.7K $7.63M
AVGO
Broadcom Inc.

Technology
1.77K
New
$264.74 - $369.57 $469K - $654K
1.77K $583K
VTV
Vanguard Value ETF

ETFs
2.82K
New
$175.51 - $186.57 $494K - $526K
2.82K $525K
PPA
Invesco Exchange Traded Fd Tr

ETFs
3.26K
New
$139.82 - $155.45 $456K - $507K
3.26K $507K
XLK
Technology Sector Spdr

ETFs
294
+ 2.1%
$250.97 - $282.66 $73.8K - $83.1K
14.3K $4.03M
EPI
Wisdomtree Tr India Earnings F

ETFs
10.2K
New
$43.79 - $47.63 $444K - $483K
10.2K $448K
GXO
Gxo Logistics, Inc.

Industrials
2.91K
+ 4.21%
$48.07 - $54.59 $140K - $159K
72K $3.81M
WMB
Williams Companies, Inc.

Energy
5.13K
+ 3.55%
$56.52 - $64.01 $290K - $328K
150K $9.48M
CSGP
Costar Group, Inc.

Real Estate
1.51K
+ 2.19%
$81.42 - $96.83 $123K - $146K
70.3K $5.93M
AXP
American Express CO

Financial Services
230
+ 1.02%
$294.27 - $342.31 $67.7K - $78.7K
22.9K $7.6M
VEEV
Veeva Systems Inc

Healthcare
528
+ 2.97%
$269.2 - $297.91 $142K - $157K
18.3K $5.45M
STE
Steris PLC

Healthcare
482
+ 1.71%
$221.21 - $252.43 $107K - $122K
28.7K $7.1M
AEM
Agnico Eagle Mines LTD

Basic Materials
1.82K
New
$116.14 - $168.56 $212K - $307K
1.82K $307K
CEG
Constellation Energy Corp

Utilities
911
New
$298.82 - $354.89 $272K - $323K
911 $299K
ORCL
Oracle Corp

Technology
1.02K
New
$218.96 - $328.33 $223K - $335K
1.02K $286K
BLW
Blackrock LTD Duration Income Trust

Financial Services
23.7K
+ 7.67%
$14.0 - $14.26 $332K - $338K
333K $4.66M
PK
Park Hotels & Resorts Inc.

Real Estate
2.07K
+ 0.71%
$10.17 - $12.13 $21.1K - $25.2K
294K $3.26M
VB
Vanguard Small Cap ETF

ETFs
970
New
$237.58 - $259.17 $230K - $251K
970 $246K
TJX
Tjx Companies Inc

Consumer Cyclical
1.66K
New
$121.35 - $144.54 $202K - $241K
1.66K $240K
Activity Summary
Buys All Purchases 94 New Holdings 21 Increased Positions 73 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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