BZ
| |
Blue Zone Wealth Advisors, LLC13F | |
| Blue Zone Wealth Advisors, LLC | |
| Last update 2025-04-11 | 106 Stocks (8 new) |
| Value $360.00 Mil | Turnover 9 % |
Blue Zone Wealth Advisors, LLC... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 43,727 | 20,504.3 | +5.89% | 5.700 | +0.32% | 0.010 | +22.28% | +9.71% | 356,589.5 | ||
AAPL | Apple Inc | 53,838 | 11,958.9 | +1.01% | 3.320 | +0.03% | 0.000 | +4.52% | -15.53% | 3,151,608.6 | Hardware | |
GOOGL | Alphabet Inc | 69,893 | 10,808.3 | +10.81% | 3.000 | +0.29% | 0.000 | +17.63% | -2.76% | 2,235,327.6 | Interactive Media | |
IVW | iShares S&P 500 Growth ETF | 111,155 | 10,318.5 | +0.76% | 2.870 | +0.02% | 0.020 | +22.99% | +10.35% | 61,487.0 | ||
WMB | Williams Companies Inc | 147,444 | 8,811.3 | -7.43% | 2.450 | -0.18% | 0.010 | +0.17% | +9.32% | 71,003.2 | Oil & Gas | |
AZO | AutoZone Inc | 2,305 | 8,788.5 | -8.39% | 2.440 | -0.19% | 0.010 | +2.89% | +16.67% | 62,497.3 | Vehicles & Parts | |
BAM | Brookfield Asset Management Ltd | 171,939 | 8,330.5 | +13.04% | 2.310 | +0.27% | 0.010 | +17.85% | +6.81% | 91,942.5 | Asset Management | |
BN | Brookfield Corp | 158,486 | 8,306.3 | +8.93% | 2.310 | +0.19% | 0.010 | +29.32% | +11.27% | 97,824.8 | Asset Management | |
BRK.B | Berkshire Hathaway Inc | 15,569 | 8,291.7 | +0.36% | 2.300 | +0.01% | 0.000 | -10.60% | +4.17% | 1,016,882.2 | Insurance | |
V | Visa Inc | 22,549 | 7,902.6 | -5.34% | 2.200 | -0.12% | 0.000 | +3.74% | +10.42% | 679,437.2 | Credit Services |
Blue Zone Wealth Advisors, LLC's Historical Top Holdings Breakdowns
Blue Zone Wealth Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MKL | Markel Group Inc | 2025-03-31 | Add Add | +0.68% | 1660.14 ($1839.75) 2059.83 | $1,985.89 | 7.94% | Add 55.17% | 3,659 | 1,301 | |
WST | West Pharmaceutical Services Inc | 2025-03-31 | Add Add | +0.66% | 199.11 ($275.6) 347.87 | $223.38 | -18.95% | Add 62.02% | 27,615 | 10,571 | |
CP | Canadian Pacific Kansas City Ltd | 2025-03-31 | Add Add | +0.45% | 69.42 ($76.08) 80.7 | $81.72 | 7.41% | Add 42.4% | 76,957 | 22,914 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +0.32% | 468.34 ($508.07) 539.52 | $559.40 | 10.10% | Add 5.89% | 43,727 | 2,431 | |
LIN | Linde PLC | 2025-03-31 | Add Add | +0.31% | 412.91 ($450.21) 468.77 | $462.16 | 2.65% | Add 24.91% | 11,845 | 2,362 | |
GOOGL | Alphabet Inc | 2025-03-31 | Add Add | +0.29% | 154.33 ($181.36) 206.38 | $183.49 | 1.17% | Add 10.81% | 69,893 | 6,818 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Add Add | +0.29% | 461.52 ($511.2) 548.18 | $294.05 | -42.48% | Add 17.98% | 13,082 | 1,994 | |
BAM | Brookfield Asset Management Ltd | 2025-03-31 | Add Add | +0.27% | 45.62 ($54.51) 61.36 | $56.84 | 4.27% | Add 13.04% | 171,939 | 19,832 | |
IRT | Independence Realty Trust Inc | 2025-03-31 | Add Add | +0.25% | 18.23 ($20.14) 21.8 | $17.09 | -15.12% | Add 18.94% | 266,648 | 42,465 | |
EFX | Equifax Inc | 2025-03-31 | Add Add | +0.23% | 235.63 ($251.35) 278.34 | $261.84 | 4.17% | Add 14.94% | 26,318 | 3,420 |
Blue Zone Wealth Advisors, LLC Total Holding History ($B)
Blue Zone Wealth Advisors, LLC's Asset Allocation
Blue Zone Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Blue Zone Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31
Blue Zone Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Blue Zone Wealth Advisors, LLC's Holdings Heat Map
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Blue Zone Wealth Advisors, LLC's Holdings Bubble Chart
Blue Zone Wealth Advisors, LLC News
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