Blue Zone Wealth Advisors, LLC Portfolio Holdings
Blue Zone Wealth Advisors, LLC
- $363 Million
- Q2 2025
Blue Zone Wealth Advisors, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $363 Million distributed in 110 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 $24.4M, Alphabet Inc. with a value of $13.1M, Ishares S&P 500 Growth ETF with a value of $12.1M, Apple Inc. with a value of $10.9M, and Williams Companies, Inc. with a value of $9.07M.
Examining the 13F form we can see an increase of $35.7M in the current position value, from $327M to 363M.
Below you can find more details about Blue Zone Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$363 Million
Financial Services: $63.9 Million
ETFs: $56.1 Million
Healthcare: $54.7 Million
Technology: $54.2 Million
Consumer Cyclical: $38.2 Million
Communication Services: $30.5 Million
Industrials: $22.1 Million
Real Estate: $13.5 Million
Other: $29.8 Million