Blue Zone Wealth Advisors, LLC
CIK
1803106
City
LOS ANGELES
State / Country
CA
Top Portfolio Positions
87 positions ·
$423,044,132 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
58,570 | $33,805,432 | 7.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
154,695 | $32,218,327 | 7.62% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
94,266 | $27,107,130 | 6.41% | |
| AAPL |
Apple Inc.
Technology
|
104,265 | $26,461,414 | 6.26% | |
| MSFT |
Microsoft Corp
Technology
|
60,302 | $22,321,991 | 5.28% | |
| NVDA |
Nvidia Corp
Technology
|
106,773 | $18,621,211 | 4.40% | |
| META |
Meta Platforms, Inc.
Communication Services
|
21,086 | $12,063,933 | 2.85% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
258,186 | $10,448,787 | 2.47% | |
| WMB |
Williams Companies, Inc.
Energy
|
121,735 | $8,859,873 | 2.09% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
2,582 | $8,721,427 | 2.06% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NKX
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $547,221 | 45,985 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $592,405 | 47,621 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $737,736 | 58,227 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $778,538 | 66,146 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $883,402 | 70,167 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,174,799 | 92,943 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,357,736 | 99,907 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,831,413 | 146,396 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,346,152 | 193,099 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,245,949 | 194,623 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,040,313 | 198,861 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,250,646 | 195,030 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $2,163,654 | 185,881 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,256,496 | 183,455 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,157,687 | 182,700 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,356,550 | 182,962 | Shares | Sole | 2022-07-13 | |
| No 13F history on record for this holder in this stock. | ||||||