Blue Zone Wealth Advisors, LLC Purchases in Q2 2025

Blue Zone Wealth Advisors, LLC

  • $363 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
16.4K
+ 260.12%
$231.39 - $318.98 $3.78M - $5.22M
22.6K $7.22M
QQQ
Invesco Qqq Trust, Series 1

ETFs
571
+ 1.31%
$416.06 - $551.64 $238K - $315K
44.3K $24.4M
BX
Blackstone Inc.

Financial Services
13.4K
+ 33.05%
$120.07 - $151.11 $1.61M - $2.03M
54K $8.08M
GOOGL
Alphabet Inc.

Communication Services
4.16K
+ 5.95%
$144.7 - $178.6 $602K - $743K
74.1K $13.1M
NVDA
Nvidia Corp

Technology
3.98K
+ 18.16%
$94.31 - $157.99 $375K - $629K
25.9K $4.09M
IDXX
Idexx Laboratories Inc

Healthcare
556
+ 4.92%
$361.04 - $536.34 $201K - $298K
11.9K $6.36M
TTD
Trade Desk, Inc.

Technology
2.82K
+ 3.56%
$45.27 - $79.4 $127K - $224K
82K $5.9M
AMZN
Amazon Com Inc

Consumer Cyclical
2.52K
+ 8.73%
$167.32 - $223.3 $422K - $564K
31.4K $6.89M
DIS
Walt Disney CO

Communication Services
702
+ 1.55%
$81.72 - $124.01 $57.4K - $87.1K
45.9K $5.69M
BA
Boeing CO

Industrials
1.09K
+ 4.54%
$136.59 - $217.51 $149K - $238K
25.1K $5.27M
VEEV
Veeva Systems Inc

Healthcare
548
+ 3.18%
$209.39 - $289.94 $115K - $159K
17.8K $5.12M
TSLA
Tesla, Inc.

Consumer Cyclical
1.8K
+ 23.16%
$221.86 - $362.89 $398K - $651K
9.54K $3.03M
UNH
Unitedhealth Group Inc

Healthcare
11.7K
+ 89.11%
$274.35 - $599.47 $3.2M - $6.99M
24.7K $7.72M
HRI
Herc Holdings Inc

Industrials
6.35K
New
$102.34 - $142.19 $650K - $903K
6.35K $836K
META
Meta Platforms, Inc.

Communication Services
245
+ 6.15%
$484.66 - $738.09 $119K - $181K
4.23K $3.12M
MCO
Moodys Corp

Financial Services
604
+ 4.32%
$396.7 - $501.59 $240K - $303K
14.6K $7.32M
XLK
Technology Sector Spdr

ETFs
349
+ 2.55%
$179.73 - $253.23 $62.7K - $88.4K
14K $3.55M
V
Visa Inc.

Financial Services
1.62K
+ 7.19%
$308.27 - $373.31 $500K - $605K
24.2K $8.58M
CRM
Salesforce, Inc.

Technology
1.92K
+ 7.76%
$236.26 - $291.15 $454K - $559K
26.7K $7.27M
EFX
Equifax Inc

Industrials
807
+ 3.07%
$205.5 - $280.54 $166K - $226K
27.1K $7.04M
MKL
Markel Corp

Financial Services
38
+ 1.04%
$1678.5 - $1997.36 $63.8K - $75.9K
3.7K $7.38M
RELX
Relx PLC

Communication Services
346
+ 0.28%
$45.31 - $55.66 $15.7K - $19.3K
124K $6.75M
HON
Honeywell International Inc

Industrials
43
+ 0.19%
$182.86 - $232.88 $7.86K - $10K
23.1K $5.39M
STE
Steris PLC

Healthcare
202
+ 0.72%
$208.55 - $252.55 $42.1K - $51K
28.2K $6.78M
FCAL
First Tr Iii Calif Mun High In

ETFs
9K
+ 60.86%
$47.18 - $49.3 $425K - $444K
23.8K $1.14M
SPGI
S&P Global Inc.

Financial Services
301
+ 2.45%
$438.31 - $527.29 $132K - $159K
12.6K $6.63M
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.03K
New
$91.62 - $116.16 $277K - $352K
3.03K $351K
DHR
Danaher Corp

Healthcare
2.46K
+ 12.81%
$174.64 - $205.16 $430K - $505K
21.7K $4.28M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.88K
New
$86.93 - $109.64 $251K - $316K
2.88K $316K
ESI
Element Solutions Inc

Basic Materials
15.6K
+ 8.28%
$17.5 - $22.96 $274K - $359K
205K $4.63M
JPM
Jpmorgan Chase & CO

Financial Services
963
New
$210.28 - $289.91 $202K - $279K
963 $279K
CSGP
Costar Group, Inc.

Real Estate
2.47K
+ 3.72%
$72.62 - $83.22 $179K - $205K
68.8K $5.53M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.1K
New
$17.76 - $22.1 $180K - $223K
10.1K $223K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
6.84K
New
$29.61 - $35.32 $203K - $242K
6.84K $221K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
417
+ 20.82%
$141.37 - $228.57 $59K - $95.3K
2.42K $548K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
4.56K
New
$38.59 - $47.36 $176K - $216K
4.56K $215K
LHX
L3 Harris Technologies, Inc.

Industrials
858
New
$200.21 - $256.99 $172K - $220K
858 $215K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.09K
New
$149.76 - $186.42 $164K - $204K
1.09K $203K
BLW
Blackrock LTD Duration Income Trust

Financial Services
7.83K
+ 2.6%
$12.75 - $14.21 $99.9K - $111K
309K $4.39M
ZTS
Zoetis Inc.

Healthcare
2.65K
+ 8.83%
$144.41 - $170.3 $382K - $451K
32.6K $5.09M
NFLX
Netflix Inc

Communication Services
5
+ 1.65%
$855.86 - $1339.13 $4.28K - $6.7K
308 $412K
CGGR
Capital Group Growth ETF Shs C

ETFs
1.17K
+ 13.13%
$30.53 - $40.65 $35.6K - $47.4K
10K $408K
GOOG
Alphabet Inc.

Communication Services
9
+ 0.23%
$146.58 - $180.01 $1.32K - $1.62K
3.97K $703K
OKTA
Okta, Inc.

Technology
1.92K
+ 9.23%
$91.24 - $127.3 $175K - $244K
22.7K $2.27M
VEA
Vanguard Ftse Developed Market

ETFs
648
+ 8.69%
$45.65 - $57.01 $29.6K - $36.9K
8.11K $462K
ESTC
Elastic N.V.

Technology
3.85K
+ 7.48%
$73.36 - $94.17 $282K - $362K
55.2K $4.66M
IVV
Ishares Core S&P 500 ETF

ETFs
62
+ 12.76%
$498.8 - $620.9 $30.9K - $38.5K
548 $340K
BAC
Bank Of America Corp

Financial Services
628
+ 12.53%
$34.39 - $47.46 $21.6K - $29.8K
5.64K $266K
DEO
Diageo PLC

Consumer Defensive
1.97K
+ 5.18%
$99.86 - $115.75 $197K - $228K
40.1K $4.04M
Activity Summary
Buys All Purchases 74 New Holdings 9 Increased Positions 65 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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