Blue Zone Wealth Advisors, LLC Incresed Positions 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
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
DHR
Danaher Corp

Healthcare
2.46K
+ 12.81%
$174.64 - $205.16 $430K - $505K
21.7K $4.28M
ESI
Element Solutions Inc

Basic Materials
15.6K
+ 8.28%
$17.5 - $22.96 $274K - $359K
205K $4.63M
CSGP
Costar Group, Inc.

Real Estate
2.47K
+ 3.72%
$72.62 - $83.22 $179K - $205K
68.8K $5.53M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
417
+ 20.82%
$141.37 - $228.57 $59K - $95.3K
2.42K $548K
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
VIG
Vanguard Dividend Appreciation

ETFs
220
+ 10.05%
N/A
2.41K $438K
IVE
Ishares S&P 500 Value ETF

ETFs
110
+ 4.54%
$168.34 - $195.42 $18.5K - $21.5K
2.53K $494K
IWR
Ishares Russell Mid Cap ETF

ETFs
36
+ 0.87%
$74.88 - $91.97 $2.7K - $3.31K
4.17K $383K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
157
+ 5.76%
$73.0 - $85.5 $11.5K - $13.4K
2.88K $242K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
679
+ 6.26%
$39.34 - $40.41 $26.7K - $27.4K
11.5K $462K
WST
West Pharmaceutical Services Inc

Healthcare
745
+ 2.7%
$190.39 - $227.7 $142K - $170K
28.4K $6.21M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
69
+ 3.0%
$90.56 - $109.49 $6.25K - $7.55K
2.37K $259K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
138
+ 3.54%
$85.42 - $94.39 $11.8K - $13K
4.04K $379K
FPE
First Tr Pfd Secs & Income ETF

ETFs
732
+ 7.24%
$16.93 - $17.81 $12.4K - $13K
10.8K $192K
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
Track This Portfolio

Track Blue Zone Wealth Advisors, LLC Portfolio

Follow Blue Zone Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Zone Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Zone Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email