Blue Zone Wealth Advisors, LLC Purchases in Q4 2024

Blue Zone Wealth Advisors, LLC

  • $318 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IDXX
Idexx Laboratories Inc

Healthcare
9.57K
New
$406.92 - $495.42 $3.9M - $4.74M
9.57K $3.96M
HEES
H&E Equipment Services, Inc.

Industrials
45.8K
New
$48.79 - $60.79 $2.23M - $2.78M
45.8K $2.24M
GOOGL
Alphabet Inc.

Communication Services
1.43K
+ 2.31%
$161.86 - $196.66 $231K - $280K
63.1K $11.9M
CRM
Salesforce, Inc.

Technology
154
+ 0.66%
$270.87 - $367.87 $41.7K - $56.7K
23.4K $7.82M
AAPL
Apple Inc.

Technology
1.44K
+ 2.77%
$221.69 - $259.02 $319K - $372K
53.3K $13.3M
CRWD
Crowd Strike Holdings, Inc.

Technology
227
+ 1.26%
$275.15 - $388.2 $62.5K - $88.1K
18.2K $6.24M
ESTC
Elastic N.V.

Technology
1.31K
+ 2.88%
$75.01 - $116.22 $98.5K - $153K
47K $4.65M
V
Visa Inc.

Financial Services
523
+ 2.24%
$273.87 - $320.91 $143K - $168K
23.8K $7.53M
AMZN
Amazon Com Inc

Consumer Cyclical
507
+ 1.86%
$180.88 - $232.93 $91.7K - $118K
27.8K $6.1M
COST
Costco Wholesale Corp

Consumer Defensive
964
+ 301.25%
$873.59 - $994.69 $842K - $959K
1.28K $1.18M
KO
Coca Cola CO

Consumer Defensive
11.7K
New
$61.74 - $71.71 $721K - $838K
11.7K $727K
CPRT
Copart Inc

Consumer Cyclical
2.52K
+ 2.49%
$51.36 - $63.8 $129K - $161K
104K $5.95M
WST
West Pharmaceutical Services Inc

Healthcare
506
+ 3.06%
$285.69 - $344.0 $145K - $174K
17K $5.58M
HON
Honeywell International Inc

Industrials
830
+ 4.03%
$202.84 - $236.0 $168K - $196K
21.4K $4.83M
BA
Boeing CO

Industrials
169
+ 0.79%
$138.14 - $180.72 $23.3K - $30.5K
21.6K $3.82M
MKL
Markel Corp

Financial Services
62
+ 2.7%
$1542.01 - $1785.11 $95.6K - $111K
2.36K $4.07M
NVDA
Nvidia Corp

Technology
540
+ 2.47%
$117.0 - $148.88 $63.2K - $80.4K
22.4K $3.01M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
157
+ 3.99%
$1146.59 - $1270.6 $180K - $199K
4.1K $4.86M
NFLX
Netflix Inc

Communication Services
327
New
$687.65 - $936.56 $225K - $306K
327 $291K
GXO
Gxo Logistics, Inc.

Industrials
15.5K
+ 32.42%
$41.93 - $63.02 $652K - $979K
63.5K $2.76M
IBM
International Business Machines Corp

Technology
1.1K
New
$204.9 - $238.04 $225K - $262K
1.1K $241K
WMT
Walmart Inc.

Consumer Defensive
2.59K
New
$79.1 - $95.7 $205K - $248K
2.59K $233K
BAC
Bank Of America Corp

Financial Services
5.19K
New
$39.22 - $47.77 $204K - $248K
5.19K $228K
VEEV
Veeva Systems Inc

Healthcare
1.05K
+ 7.2%
$201.81 - $250.45 $213K - $264K
15.7K $3.3M
AZO
Autozone Inc

Consumer Cyclical
27
+ 1.08%
$2981.19 - $3370.27 $80.5K - $91K
2.52K $8.06M
OKTA
Okta, Inc.

Technology
1.17K
+ 6.78%
$71.81 - $86.11 $83.9K - $101K
18.4K $1.45M
META
Meta Platforms, Inc.

Communication Services
143
+ 3.55%
$554.08 - $632.68 $79.2K - $90.5K
4.17K $2.46M
PK
Park Hotels & Resorts Inc.

Real Estate
9.21K
+ 3.56%
$13.68 - $15.82 $126K - $146K
268K $3.77M
GOOG
Alphabet Inc.

Communication Services
30
+ 0.67%
$163.08 - $198.16 $4.89K - $5.94K
4.49K $855K
HD
Home Depot, Inc.

Consumer Cyclical
309
+ 49.84%
$385.02 - $431.37 $119K - $133K
929 $361K
CSGP
Costar Group, Inc.

Real Estate
4.37K
+ 7.9%
$69.7 - $81.97 $305K - $358K
59.7K $4.27M
XLK
Technology Sector Spdr

ETFs
15
+ 0.11%
$220.26 - $241.44 $3.3K - $3.62K
14K $3.25M
SYK
Stryker Corp

Healthcare
243
+ 1.18%
$345.14 - $392.15 $83.9K - $95.3K
20.9K $7.53M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
120
+ 0.69%
$55.73 - $66.16 $6.69K - $7.94K
17.5K $1.06M
CGGR
Capital Group Growth ETF Shs C

ETFs
994
+ 16.21%
$34.49 - $39.24 $34.3K - $39K
7.13K $264K
APD
Air Products & Chemicals, Inc.

Basic Materials
562
+ 3.84%
$285.5 - $335.62 $160K - $189K
15.2K $4.41M
SPY
Spdr S&P 500 ETF Trust

ETFs
47
+ 5.4%
$567.81 - $607.81 $26.7K - $28.6K
917 $537K
PEP
Pepsico Inc

Consumer Defensive
774
+ 17.07%
$151.29 - $176.1 $117K - $136K
5.31K $807K
VIG
Vanguard Dividend Appreciation

ETFs
183
+ 12.3%
N/A
1.67K $304K
MCO
Moodys Corp

Financial Services
67
+ 0.52%
$454.04 - $500.88 $30.4K - $33.6K
13K $6.17M
IRT
Independence Realty Trust, Inc.

Real Estate
7.76K
+ 3.58%
$18.78 - $22.01 $146K - $171K
224K $4.45M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
253
+ 1.66%
$442.29 - $483.08 $112K - $122K
15.5K $7.03M
IWR
Ishares Russell Mid Cap ETF

ETFs
39
+ 0.93%
$87.25 - $95.52 $3.4K - $3.73K
4.23K $373K
QUAL
Ishares Msci Usa Quality Facto

ETFs
31
+ 1.45%
$176.42 - $186.91 $5.47K - $5.79K
2.16K $385K
FPE
First Tr Pfd Secs & Income ETF

ETFs
257
+ 2.49%
$17.65 - $18.18 $4.54K - $4.67K
10.6K $186K
Brookfield Asset Managmt LTD
2.04K
+ 1.36%
N/A
152K $0
Linde PLC
6.04K
+ 175.27%
N/A
9.48K $0
Canadian Pacific Kansas City
2.19K
+ 4.22%
N/A
54K $0
Blackrock Inc
4.4K
New
N/A
4.4K $0
Activity Summary
Buys All Purchases 73 New Holdings 8 Increased Positions 65 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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