Blue Zone Wealth Advisors, LLC
Top Portfolio Positions
86 positions ·
$414,802,851 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
58,570 | $33,805,432 | 8.15% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
154,695 | $32,218,327 | 7.77% |
| GOOGL |
Alphabet Inc.
Communication Services
|
94,266 | $27,107,130 | 6.53% |
| AAPL |
Apple Inc.
Technology
|
104,265 | $26,461,414 | 6.38% |
| MSFT |
Microsoft Corp
Technology
|
60,302 | $22,321,991 | 5.38% |
| NVDA |
Nvidia Corp
Technology
|
106,773 | $18,621,211 | 4.49% |
| META |
Meta Platforms, Inc.
Communication Services
|
21,086 | $12,063,933 | 2.91% |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
258,186 | $10,448,787 | 2.52% |
| WMB |
Williams Companies, Inc.
Energy
|
121,735 | $8,859,873 | 2.14% |
| AZO |
Autozone Inc
Consumer Cyclical
|
2,582 | $8,721,427 | 2.10% |
Portfolio Trend
Holdings in MC
Shares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,590,096 | 80,528 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $5,673,799 | 82,540 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,820,853 | 81,616 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $5,002,862 | 80,277 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,903,875 | 66,893 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $4,343,109 | 58,786 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,027,771 | 58,791 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $3,300,950 | 58,054 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,212,898 | 56,595 | Shares | Sole | 2024-04-18 | |
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