Blue Zone Wealth Advisors, LLC Reduced Holdings in Q1 2025

Blue Zone Wealth Advisors, LLC

  • $327 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-77
- 0.43%
$375.39 - $447.2 $28.9K - $34.4K
17.8K $6.66M
NVDA
Nvidia Corp

Technology
-496
- 2.21%
$106.98 - $149.43 $53.1K - $74.1K
21.9K $2.37M
XLK
Technology Sector Spdr

ETFs
-330
- 2.36%
$206.38 - $242.18 $68.1K - $79.9K
13.7K $2.82M
AXP
American Express CO

Financial Services
-795
- 11.23%
$255.39 - $325.87 $203K - $259K
6.29K $1.69M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-395
- 1.02%
$68.14 - $78.99 $26.9K - $31.2K
38.2K $2.61M
COST
Costco Wholesale Corp

Consumer Defensive
-359
- 27.96%
$890.62 - $1076.86 $320K - $387K
925 $874K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
-22.8K
- 24.51%
$12.53 - $13.05 $285K - $297K
70.2K $886K
VUG
Vanguard Growth ETF

ETFs
-116
- 1.92%
$369.1 - $427.61 $42.8K - $49.6K
5.92K $2.19M
GOOG
Alphabet Inc.

Communication Services
-536
- 11.93%
$156.06 - $207.71 $83.6K - $111K
3.96K $618K
META
Meta Platforms, Inc.

Communication Services
-186
- 4.46%
$576.74 - $736.67 $107K - $137K
3.98K $2.3M
ACN
Accenture PLC

Technology
-51
- 2.52%
$300.91 - $398.25 $15.3K - $20.3K
1.97K $615K
GBIL
Goldman Sachs Access Treasury

ETFs
-700
- 8.77%
$99.85 - $100.19 $69.9K - $70.1K
7.28K $729K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-280
- 12.94%
$168.16 - $186.21 $47.1K - $52.1K
1.88K $319K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-77
- 9.64%
$507.05 - $563.67 $39K - $43.4K
722 $369K
IVV
Ishares Core S&P 500 ETF

ETFs
-55
- 10.17%
$554.06 - $615.85 $30.5K - $33.9K
486 $271K
XOM
Exxon Mobil Corp

Energy
-533
- 22.85%
$105.44 - $118.93 $56.2K - $63.4K
1.8K $214K
IWR
Ishares Russell Mid Cap ETF

ETFs
-90
- 2.13%
$82.81 - $92.93 $7.45K - $8.36K
4.14K $350K
IBM
International Business Machines Corp

Technology
-220
- 20.0%
$217.4 - $264.74 $47.8K - $58.2K
880 $218K
BAC
Bank Of America Corp

Financial Services
-179
- 3.45%
$39.61 - $47.74 $7.09K - $8.55K
5.01K $209K
WMT
Walmart Inc.

Consumer Defensive
-75
- 2.9%
$84.5 - $105.05 $6.34K - $7.88K
2.51K $220K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-454
- 4.3%
$17.53 - $17.87 $7.96K - $8.11K
10.1K $177K
NFLX
Netflix Inc

Communication Services
-24
- 7.34%
$828.4 - $1058.6 $19.9K - $25.4K
303 $282K
VEA
Vanguard Ftse Developed Market

ETFs
-682
- 8.38%
$47.4 - $52.99 $32.3K - $36.1K
7.46K $382K
PG
Procter & Gamble CO

Consumer Defensive
-75
- 1.9%
$158.56 - $176.26 $11.9K - $13.2K
3.87K $659K
MA
Mastercard Inc

Financial Services
-23
- 4.54%
$504.67 - $576.31 $11.6K - $13.3K
484 $265K
JNJ
Johnson & Johnson

Healthcare
-40
- 2.32%
$142.06 - $167.7 $5.68K - $6.71K
1.69K $279K
SYK
Stryker Corp

Healthcare
-593
- 2.84%
$355.18 - $399.9 $211K - $237K
20.3K $7.56M
GLD
Spdr Gold Trust

ETFs
-60
- 3.96%
$243.19 - $288.14 $14.6K - $17.3K
1.46K $419K
KO
Coca Cola CO

Consumer Defensive
-494
- 4.23%
$60.81 - $72.32 $30K - $35.7K
11.2K $801K
WMB
Williams Companies, Inc.

Energy
-11.8K
- 7.43%
$54.02 - $61.09 $639K - $723K
147K $8.81M
V
Visa Inc.

Financial Services
-1.27K
- 5.34%
$306.92 - $362.71 $390K - $461K
22.5K $7.9M
AZO
Autozone Inc

Consumer Cyclical
-211
- 8.39%
$3193.96 - $3828.11 $674K - $808K
2.31K $8.79M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-858
- 1.62%
$80.53 - $147.57 $69.1K - $127K
52.1K $6.88M
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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