Blue Zone Wealth Advisors, LLC Portfolio Holdings
Blue Zone Wealth Advisors, LLC
- $300 Million
- Q3 2024
Blue Zone Wealth Advisors, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $300 Million distributed in 99 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 $20.2M, Apple Inc. with a value of $12.1M, Ishares S&P 500 Growth ETF with a value of $10.8M, Alphabet Inc. with a value of $10.2M, and Autozone Inc with a value of $7.84M.
Examining the 13F form we can see an increase of $27.4M in the current position value, from $273M to 300M.
Below you can find more details about Blue Zone Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$300 Million
ETFs: $47.5 Million
Healthcare: $47.5 Million
Technology: $47 Million
Financial Services: $45.7 Million
Consumer Cyclical: $31.9 Million
Communication Services: $23.6 Million
Industrials: $16.7 Million
Real Estate: $12.3 Million
Other: $28.2 Million