Blue Zone Wealth Advisors, LLC Incresed Positions in Q1 2025

Blue Zone Wealth Advisors, LLC

  • $327 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HEES
H&E Equipment Services, Inc.

Industrials
7.25K
+ 15.85%
$43.93 - $100.57 $319K - $729K
53K $5.06M
MKL
Markel Corp

Financial Services
1.3K
+ 55.17%
$1660.14 - $2059.83 $2.16M - $2.68M
3.66K $6.84M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
389
+ 9.5%
$1187.71 - $1432.58 $462K - $557K
4.49K $6.43M
UNH
Unitedhealth Group Inc

Healthcare
1.99K
+ 17.98%
$461.52 - $548.18 $920K - $1.09M
13.1K $6.85M
RELX
Relx PLC

Communication Services
12.3K
+ 11.03%
$45.34 - $51.91 $558K - $639K
124K $6.24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
56
+ 0.36%
$442.66 - $534.52 $24.8K - $29.9K
15.6K $8.17M
IRT
Independence Realty Trust, Inc.

Real Estate
42.5K
+ 18.94%
$18.23 - $21.8 $774K - $926K
267K $5.56M
STE
Steris PLC

Healthcare
2.24K
+ 8.69%
$202.46 - $232.74 $454K - $521K
28K $6.35M
CSGP
Costar Group, Inc.

Real Estate
6.68K
+ 11.2%
$69.29 - $80.37 $463K - $537K
66.4K $5.26M
IDXX
Idexx Laboratories Inc

Healthcare
1.73K
+ 18.04%
$406.29 - $469.04 $702K - $810K
11.3K $4.75M
CPRT
Copart Inc

Consumer Cyclical
14.1K
+ 13.58%
$52.3 - $59.83 $737K - $843K
118K $6.67M
ZTS
Zoetis Inc.

Healthcare
3.95K
+ 15.17%
$156.48 - $175.67 $618K - $694K
30K $4.94M
VEEV
Veeva Systems Inc

Healthcare
1.53K
+ 9.72%
$210.58 - $246.8 $321K - $376K
17.2K $3.99M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.97K
+ 12.95%
$283.24 - $338.07 $557K - $665K
17.2K $5.06M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.2K
+ 130.53%
$551.42 - $612.93 $660K - $734K
2.11K $1.18M
SPGI
S&P Global Inc.

Financial Services
1.01K
+ 8.99%
$478.26 - $543.77 $484K - $550K
12.3K $6.23M
WST
West Pharmaceutical Services Inc

Healthcare
10.6K
+ 62.02%
$199.11 - $347.87 $2.1M - $3.68M
27.6K $6.18M
EFX
Equifax Inc

Industrials
3.42K
+ 14.94%
$235.63 - $278.34 $806K - $952K
26.3K $6.41M
BLW
Blackrock LTD Duration Income Trust

Financial Services
43.3K
+ 16.77%
$13.95 - $14.38 $604K - $623K
302K $4.21M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.26K
+ 12.48%
$497.6 - $606.74 $629K - $767K
11.4K $5.67M
MCO
Moodys Corp

Financial Services
950
+ 7.29%
$437.8 - $527.48 $416K - $501K
14K $6.51M
BA
Boeing CO

Industrials
2.49K
+ 11.56%
$148.15 - $186.25 $369K - $464K
24.1K $4.1M
CRWD
Crowd Strike Holdings, Inc.

Technology
71
+ 0.39%
$308.86 - $455.36 $21.9K - $32.3K
18.3K $6.45M
VIG
Vanguard Dividend Appreciation

ETFs
519
+ 31.06%
N/A
2.19K $398K
DHR
Danaher Corp

Healthcare
2.44K
+ 14.56%
$201.62 - $250.59 $493K - $612K
19.2K $3.94M
HON
Honeywell International Inc

Industrials
1.69K
+ 7.88%
$202.75 - $226.52 $342K - $382K
23.1K $4.89M
LLY
Eli Lilly & CO

Healthcare
32
+ 11.51%
$725.72 - $929.72 $23.2K - $29.8K
310 $256K
CGGR
Capital Group Growth ETF Shs C

ETFs
1.75K
+ 24.53%
$33.98 - $39.84 $59.4K - $69.6K
8.87K $304K
XLE
Energy Sector Spdr

ETFs
19
+ 0.44%
$85.7 - $93.96 $1.63K - $1.79K
4.37K $403K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
55
+ 1.43%
$87.68 - $94.52 $4.82K - $5.2K
3.9K $361K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
140
+ 1.31%
$38.99 - $40.37 $5.46K - $5.65K
10.8K $436K
Brookfield Asset Managmt LTD
19.8K
+ 13.04%
N/A
172K $0
Brookfield Corp
13K
+ 8.93%
N/A
158K $0
Blackrock Inc
504
+ 11.47%
N/A
4.9K $0
Canadian Pacific Kansas City
22.9K
+ 42.4%
N/A
77K $0
Linde PLC
2.36K
+ 24.91%
N/A
11.8K $0
IVE
Ishares S&P 500 Value ETF

ETFs
32
+ 1.34%
$185.78 - $198.58 $5.94K - $6.35K
2.42K $456K
GXO
Gxo Logistics, Inc.

Industrials
6.98K
+ 11.0%
$36.31 - $46.18 $254K - $323K
70.5K $2.75M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
72
+ 3.73%
$165.25 - $224.62 $11.9K - $16.2K
2K $332K
ESTC
Elastic N.V.

Technology
4.41K
+ 9.39%
$89.1 - $117.76 $393K - $519K
51.4K $4.58M
ESI
Element Solutions Inc

Basic Materials
15.4K
+ 8.85%
$22.92 - $27.55 $352K - $423K
189K $4.33M
DIS
Walt Disney CO

Communication Services
3.02K
+ 7.17%
$96.87 - $114.0 $293K - $344K
45.2K $4.46M
STZ
Constellation Brands, Inc.

Consumer Defensive
2.08K
+ 10.39%
$161.05 - $222.93 $335K - $463K
22.1K $4.05M
DEO
Diageo PLC

Consumer Defensive
3.7K
+ 10.76%
$104.79 - $126.12 $388K - $467K
38.1K $4M
BX
Blackstone Inc.

Financial Services
5.34K
+ 15.13%
$136.53 - $186.74 $729K - $997K
40.6K $5.68M
MC
Moelis & CO

Financial Services
8.11K
+ 13.79%
$57.91 - $81.2 $469K - $658K
66.9K $3.87M
PK
Park Hotels & Resorts Inc.

Real Estate
29.1K
+ 10.87%
$10.9 - $14.19 $317K - $413K
297K $3.24M
AMZN
Amazon Com Inc

Consumer Cyclical
1.08K
+ 3.89%
$190.26 - $242.06 $206K - $262K
28.9K $5.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.43K
+ 5.89%
$468.34 - $539.52 $1.14M - $1.31M
43.7K $20.5M
Activity Summary
Buys All Purchases 64 New Holdings 8 Increased Positions 56 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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