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Home > Institutional Investor > Blue Zone Wealth Advisors, Llc > Profile

Instuitional Investor - Blue Zone Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Blue Zone Wealth Advisors, Llc
Portfolio Value $346,794,395
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 41,296 $21,111,589 6.08%
2.
Apple Inc.
 AAPL 53,300 $13,347,434 3.84%
3.
Alphabet Inc.
 GOOGL 63,075 $11,940,098 3.44%
4.
Ishares Trust
 IEF 110,316 $11,200,428 3.22%
5.
Williams Companies Inc.
 WMB 159,277 $8,620,071 2.48%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)