Blue Zone Wealth Advisors, LLC Portfolio Holdings
Blue Zone Wealth Advisors, LLC
- $318 Million
- Q4 2024
Blue Zone Wealth Advisors, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $318 Million distributed in 101 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 $21.1M, Apple Inc. with a value of $13.3M, Alphabet Inc. with a value of $11.9M, Ishares S&P 500 Growth ETF with a value of $11.2M, and Williams Companies, Inc. with a value of $8.62M.
Examining the 13F form we can see an increase of $17.3M in the current position value, from $300M to 318M.
Below you can find more details about Blue Zone Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$318 Million
Technology: $53.2 Million
ETFs: $48.5 Million
Financial Services: $48.2 Million
Healthcare: $45.1 Million
Consumer Cyclical: $34.4 Million
Communication Services: $26.2 Million
Industrials: $19.5 Million
Real Estate: $12.5 Million
Other: $30.1 Million