Blue Zone Wealth Advisors, LLC Sells in Q2 2025

Blue Zone Wealth Advisors, LLC

  • $363 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-637
- 1.18%
$172.42 - $223.89 $110K - $143K
53.2K $10.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-148
- 0.95%
$483.48 - $539.8 $71.6K - $79.9K
15.4K $7.49M
GBIL
Goldman Sachs Access Treasury

ETFs
-4.98K
- 68.39%
$99.83 - $100.19 $497K - $499K
2.3K $230K
PK
Park Hotels & Resorts Inc.

Real Estate
-4.79K
- 1.61%
$8.85 - $11.18 $42.4K - $53.5K
292K $2.99M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
-4.02K
- 5.73%
$11.46 - $12.75 $46.1K - $51.3K
66.1K $778K
PEP
Pepsico Inc

Consumer Defensive
-74
- 1.63%
$128.02 - $151.37 $9.47K - $11.2K
4.46K $589K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-186
- 25.76%
$456.74 - $568.03 $85K - $106K
536 $304K
PG
Procter & Gamble CO

Consumer Defensive
-63
- 1.63%
$157.66 - $172.39 $9.93K - $10.9K
3.81K $606K
XLE
Energy Sector Spdr

ETFs
-96
- 2.2%
$76.44 - $94.13 $7.34K - $9.04K
4.27K $362K
ACN
Accenture PLC

Technology
-30
- 1.52%
$279.23 - $323.21 $8.38K - $9.7K
1.94K $581K
KO
Coca Cola CO

Consumer Defensive
-69
- 0.62%
$68.37 - $73.9 $4.72K - $5.1K
11.1K $786K
COST
Costco Wholesale Corp

Consumer Defensive
-50
- 5.41%
$908.13 - $1056.85 $45.4K - $52.8K
875 $866K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-133
- 7.06%
$152.42 - $182.82 $20.3K - $24.3K
1.75K $319K
GLD
Spdr Gold Trust

ETFs
-50
- 3.44%
$273.71 - $316.29 $13.7K - $15.8K
1.41K $428K
SPY
Spdr S&P 500 ETF Trust

ETFs
-35
- 1.66%
$496.48 - $617.85 $17.4K - $21.6K
2.08K $1.28M
WMB
Williams Companies, Inc.

Energy
-2.97K
- 2.01%
$54.33 - $62.87 $161K - $187K
144K $9.07M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-1.58K
- 4.12%
$60.22 - $80.1 $94.8K - $126K
36.7K $2.94M
SYK
Stryker Corp

Healthcare
-313
- 1.54%
$337.37 - $395.63 $106K - $124K
20K $7.91M
VUG
Vanguard Growth ETF

ETFs
-30
- 0.51%
$329.49 - $438.4 $9.88K - $13.2K
5.89K $2.58M
GXO
Gxo Logistics, Inc.

Industrials
-1.4K
- 1.99%
$31.53 - $49.1 $44.2K - $68.9K
69.1K $3.36M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.07K
- 0.96%
$82.96 - $110.1 $88.4K - $117K
110K $12.1M
MSFT
Microsoft Corp

Technology
-73
- 0.41%
$354.56 - $497.45 $25.9K - $36.3K
17.7K $8.79M
CRWD
Crowd Strike Holdings, Inc.

Technology
-874
- 4.77%
$321.63 - $509.31 $281K - $445K
17.4K $8.88M
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
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