Blue Zone Wealth Advisors, LLC Incresed Positions in Q3 2024

Blue Zone Wealth Advisors, LLC

  • $300 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
UNH
Unitedhealth Group Inc

Healthcare
235
+ 2.22%
$488.01 - $604.18 $115K - $142K
10.8K $6.31M
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
STE
Steris PLC

Healthcare
735
+ 3.0%
$213.51 - $247.14 $157K - $182K
25.3K $6.13M
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
SYK
Stryker Corp

Healthcare
627
+ 3.13%
$315.94 - $371.96 $198K - $233K
20.7K $7.47M
APD
Air Products & Chemicals, Inc.

Basic Materials
253
+ 1.76%
$247.34 - $300.11 $62.6K - $75.9K
14.6K $4.36M
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
CSGP
Costar Group, Inc.

Real Estate
3.58K
+ 6.91%
$71.59 - $79.61 $256K - $285K
55.3K $4.17M
META
Meta Platforms, Inc.

Communication Services
3
+ 0.07%
$453.41 - $572.44 $1.36K - $1.72K
4.02K $2.3M
ESTC
Elastic N.V.

Technology
17.1K
+ 59.98%
$70.13 - $122.27 $1.2M - $2.09M
45.7K $3.51M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
371
+ 76.49%
$475.2 - $527.7 $176K - $196K
856 $451K
VEA
Vanguard Ftse Developed Market

ETFs
3.23K
+ 67.52%
$47.6 - $53.31 $154K - $172K
8.01K $423K
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
MKL
Markel Corp

Financial Services
68
+ 3.05%
$1494.55 - $1645.69 $102K - $112K
2.3K $3.6M
COST
Costco Wholesale Corp

Consumer Defensive
76
+ 31.15%
$801.83 - $917.05 $60.9K - $69.7K
320 $283K
IVE
Ishares S&P 500 Value ETF

ETFs
131
+ 5.83%
$181.06 - $197.17 $23.7K - $25.8K
2.38K $468K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
968
+ 9.94%
$39.37 - $41.68 $38.1K - $40.3K
10.7K $443K
STZ
Constellation Brands, Inc.

Consumer Defensive
196
+ 1.01%
$236.42 - $259.82 $46.3K - $50.9K
19.7K $5.07M
ESI
Element Solutions Inc

Basic Materials
1.74K
+ 1.04%
$24.24 - $28.58 $42.2K - $49.8K
170K $4.61M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
247
+ 6.99%
$83.76 - $91.82 $20.7K - $22.7K
3.78K $345K
VIG
Vanguard Dividend Appreciation

ETFs
222
+ 17.54%
$182.15 - $182.15 $40.4K - $40.4K
1.49K $271K
SPY
Spdr S&P 500 ETF Trust

ETFs
26
+ 3.08%
$517.38 - $573.86 $13.5K - $14.9K
870 $499K
PG
Procter & Gamble CO

Consumer Defensive
37
+ 0.97%
$160.76 - $177.82 $5.95K - $6.58K
3.85K $665K
PEP
Pepsico Inc

Consumer Defensive
24
+ 0.53%
$161.9 - $179.3 $3.89K - $4.3K
4.54K $771K
XLK
Technology Sector Spdr

ETFs
100
+ 0.72%
$197.34 - $237.68 $19.7K - $23.8K
14K $3.16M
HON
Honeywell International Inc

Industrials
714
+ 3.6%
$196.73 - $220.21 $140K - $157K
20.6K $4.25M
XLE
Energy Sector Spdr

ETFs
260
+ 6.42%
$84.35 - $93.39 $21.9K - $24.3K
4.31K $378K
Linde PLC
68
+ 2.01%
N/A
3.45K $0
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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