Blueprint Investment Partners LLC Portfolio Holdings

Blueprint Investment Partners LLC

  • $463 Million
  • Q1 2025

Blueprint Investment Partners LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $463 Million distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $42.7M, Ishares Barclays 1 3 Year Trea with a value of $37.6M, Spdr Ser Tr Fds Spdr Portfolio with a value of $25.3M, Ishares U.S. Treasury Bond ETF with a value of $19M, and Nvidia Corp with a value of $18.3M.

Examining the 13F form we can see an decrease of $65.7M in the current position value, from $529M to 463M.

Blueprint Investment Partners LLC is based out at Greensboro, NC

Below you can find more details about Blueprint Investment Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $463 Million
ETFs: $342 Million
Technology: $44.1 Million
Financial Services: $35.8 Million
Consumer Cyclical: $11.4 Million
Energy: $10.6 Million
Consumer Defensive: $8.27 Million
Communication Services: $7.5 Million
Healthcare: $2.12 Million
Other: $468,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $463 Million
  • Prior Value $529 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
Track This Portfolio

Track Blueprint Investment Partners LLC Portfolio

Follow Blueprint Investment Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blueprint Investment Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blueprint Investment Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email