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Home > Institutional Investor > Blue Zone Wealth Advisors, Llc > 13F Holdings

Instuitional Investor - Blue Zone Wealth Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 44,842 $26,921,716 5.37%
2.
Nvidia Corp
 NVDA 107,932 $20,137,953 4.02%
3.
Apple Inc.
 AAPL 75,037 $19,106,685 3.81%
4.
Amazon Com Inc
 AMZN 85,799 $18,838,886 3.76%
5.
Alphabet Inc.
 GOOGL 74,507 $18,112,652 3.62%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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