Blue Zone Wealth Advisors, LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $273 Million distributed in 87 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $18.7M, Ishares S&P 500 Growth ETF with a value of $11.2M, Alphabet Inc. with a value of $10.9M, Apple Inc. with a value of $10.7M, and Microsoft Corp with a value of $7.75M.
Examining the 13F form we can see an increase of $226K in the current position value, from $273M to 273M.
Below you can find more details about Blue Zone Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$273 Million
Financial Services: $45 Million
Technology: $43.9 Million
ETFs: $42.1 Million
Healthcare: $40.1 Million
Consumer Cyclical: $27.6 Million
Communication Services: $25.2 Million
Industrials: $15.8 Million
Consumer Defensive: $10.7 Million
Other: $22.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions