Blue Zone Wealth Advisors, LLC New Holdings in Q3 2024

Blue Zone Wealth Advisors, LLC

Stock	Shares change	Price Range	Shares Held
IRT Independence Realty Trust, Inc. Real Estate	216K New	$18.32 - $21.15 $3.96M - $4.58M	216K $4.43M
GBIL Goldman Sachs Access Treasury ETFs	7.98K New	$99.7 - $100.3 $796K - $801K	7.98K $800K
FCAL First Tr Iii Calif Mun High In ETFs	14.8K New	$49.34 - $50.4 $730K - $745K	14.8K $742K
QUAL Ishares Msci Usa Quality Facto ETFs	2.13K New	$162.64 - $179.3 $347K - $382K	2.13K $382K
IWR Ishares Russell Mid Cap ETF ETFs	4.19K New	$79.92 - $88.19 $335K - $369K	4.19K $369K
IWF Ishares Russell 1000 Gr ETF ETFs	889 New	$332.02 - $382.76 $295K - $340K	889 $333K
XOM Exxon Mobil Corp Energy	2.29K New	$109.72 - $119.0 $252K - $273K	2.29K $268K
MA Mastercard Inc Financial Services	507 New	$429.6 - $500.99 $218K - $254K	507 $250K
LLY Eli Lilly & CO Healthcare	274 New	$772.14 - $960.02 $212K - $263K	274 $242K
ONON On Holding Ag Consumer Cyclical	4.45K New	$36.63 - $51.57 $163K - $229K	4.45K $223K
CGGR Capital Group Growth ETF Shs C ETFs	6.13K New	$30.71 - $34.79 $188K - $213K	6.13K $213K
SCHF Schwab Strategic Tr Intl Eqty ETFs	5.15K New	$36.98 - $41.55 $191K - $214K	5.15K $211K
XLV Select Sector Spdr Fund Health ETFs	1.33K New	$143.3 - $157.24 $191K - $209K	1.33K $205K
EFAV Ishares Msci Eafe Min Vol Fact ETFs	2.62K New	$69.31 - $77.34 $181K - $202K	2.62K $200K
FPE First Tr Pfd Secs & Income ETF ETFs	10.3K New	$17.35 - $18.22 $179K - $188K	10.3K $186K

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