Blue Zone Wealth Advisors, LLC has disclosed 78 total holdings in their latest 13F filing with the SEC for the portfolio date of 2023-06-30. The current portfolio value is calculated to be $217.00 Mil. The turnover rate is 12%.
In Blue Zone Wealth Advisors, LLC's current portfolio as of 2023-06-30, the top 5 holdings are not including call and put options. Blue Zone Wealth Advisors, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Blue Zone Wealth Advisors, LLC, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Blue Zone Wealth Advisors, LLC, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Blue Zone Wealth Advisors, LLC.
Blue Zone Wealth Advisors, LLC Investing Philosophy
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