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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 $250,566,685
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 41,067 $16,817,686 6.71%
2.
Apple Inc.
 AAPL 53,107 $10,224,783 4.08%
3.
Ishares Trust
 IEF 135,339 $10,163,936 4.05%
4.
Alphabet Inc.
 GOOG 59,955 $8,375,114 3.34%
5.
Salesforce Inc.
 CRM 26,611 $7,002,419 2.79%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)