Blue Zone Wealth Advisors, LLC
Top Portfolio Positions
87 positions ·
$418,271,663 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 | 8.08% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
154,695 | $32,218,327 | 7.70% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
94,266 | $27,107,130 | 6.48% | |
| AAPL |
Apple Inc.
Technology
|
104,265 | $26,461,414 | 6.33% | |
| MSFT |
Microsoft Corp
Technology
|
60,302 | $22,321,991 | 5.34% | |
| NVDA |
Nvidia Corp
Technology
|
106,773 | $18,621,211 | 4.45% | |
| META |
Meta Platforms, Inc.
Communication Services
|
21,086 | $12,063,933 | 2.88% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
258,186 | $10,448,787 | 2.50% | |
| WMB |
Williams Companies, Inc.
Energy
|
121,735 | $8,859,873 | 2.12% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
2,582 | $8,721,427 | 2.09% |
Portfolio Trend
25 quarters · across all stocks
Holdings in THM
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,900 | 23,000 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $42,780 | 23,000 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $37,720 | 23,000 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $19,780 | 23,000 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $14,490 | 23,000 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $10,580 | 23,000 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $12,880 | 23,000 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $11,270 | 23,000 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $15,870 | 23,000 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $13,570 | 23,000 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $8,050 | 23,000 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $9,660 | 23,000 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $13,800 | 23,000 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $9,890 | 23,000 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $11,960 | 23,000 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $11,730 | 23,000 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $22,540 | 23,000 | Shares | Sole | 2022-04-08 | |
| No 13F history on record for this holder in this stock. | ||||||