Blue Investment Partners LLC Top Holdings and 13F Report (2025) About Blue Investment Partners LLCInvestment ActivityBlue Investment Partners LLC has $265.64 million in total holdings as of March 31, 2025.Blue Investment Partners LLC owns shares of 49 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 9.01% of the portfolio was purchased this quarter.About 5.54% of the portfolio was sold this quarter.This quarter, Blue Investment Partners LLC has purchased 52 new stocks and bought additional shares in 19 stocks.Blue Investment Partners LLC sold shares of 12 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $42,989,867Amazon.com $21,036,477SPDR S&P 500 ETF Trust $18,447,563iShares Core MSCI International Developed Markets ETF $17,321,150PIMCO Multi Sector Bond Active ETF $15,548,903 Largest New Holdings this Quarter 464287432 - iShares 20+ Year Treasury Bond ETF $3,924,796 Holding872590104 - T-Mobile US $226,704 Holding002824100 - Abbott Laboratories $212,107 Holding Largest Purchases this Quarter PIMCO Multi Sector Bond Active ETF 235,003 shares (about $6.19M)iShares Core MSCI International Developed Markets ETF 67,320 shares (about $4.64M)iShares 20+ Year Treasury Bond ETF 43,115 shares (about $3.92M)JPMorgan Income ETF 35,334 shares (about $1.63M)Capital Group U.S. Multi-Sector Income ETF 51,461 shares (about $1.40M) Largest Sales this Quarter GRAYSCALE BITCOIN TRUST ETF 5,753 shares (about $374.92K)ISHARES BITCOIN TRUST ETF 7,123 shares (about $333.43K)Alphabet 1,545 shares (about $238.92K)Apple 437 shares (about $97.07K)NVIDIA 560 shares (about $60.69K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBlue Investment Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$42,989,867$97,071 ▼-0.2%193,53516.2%Computer and TechnologyAMZNAmazon.com$21,036,477$48,516 ▲0.2%110,5677.9%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$18,447,563$531,980 ▲3.0%32,9786.9%FinanceIDEViShares Core MSCI International Developed Markets ETF$17,321,150$4,637,675 ▲36.6%251,4326.5%ETFPYLDPIMCO Multi Sector Bond Active ETF$15,548,903$6,192,331 ▲66.2%590,0915.9%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$13,829,766$1,309,636 ▲10.5%274,7825.2%FinanceSCHBSchwab US Broad Market ETF$12,638,347$346,934 ▲2.8%587,0114.8%ETFRSPInvesco S&P 500 Equal Weight ETF$10,224,901$1,389,651 ▲15.7%59,0253.8%ETFJQUAJPMorgan US Quality Factor ETF$10,110,728$377,502 ▲3.9%179,0463.8%ETFMETAMeta Platforms$9,982,555$992,492 ▲11.0%17,3203.8%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$9,794,954$354,007 ▲3.7%193,1563.7%ETFNVDANVIDIA$9,550,526$60,693 ▼-0.6%88,1213.6%Computer and TechnologyBACBank of America$8,365,9890.0%200,4793.1%FinanceJPIEJPMorgan Income ETF$7,713,400$1,627,836 ▲26.7%167,4282.9%ETFGOOGLAlphabet$5,936,348$238,920 ▼-3.9%38,3882.2%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$5,830,104$33,473 ▼-0.6%66,8822.2%ETFVBKVanguard Small-Cap Growth ETF$5,795,745$32,982 ▼-0.6%23,0202.2%ETFVEAVanguard FTSE Developed Markets ETF$5,206,517$13,622 ▲0.3%102,4302.0%ETFMSFTMicrosoft$5,180,152$10,887 ▼-0.2%13,7992.0%Computer and TechnologyIAUiShares Gold Trust$4,934,480$117,271 ▲2.4%83,6921.9%FinanceCGMSCapital Group U.S. Multi-Sector Income ETF$4,013,352$1,404,888 ▲53.9%147,0091.5%ETFTLTiShares 20+ Year Treasury Bond ETF$3,924,796$3,924,796 ▲New Holding43,1151.5%ETFJANUS DETROIT STR TR$3,262,985$169,667 ▲5.5%62,3301.2%HENDERSON SECURIJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,875,134$45,722 ▲2.5%36,2130.7%ETFGRAYSCALE BITCOIN TRUST ETF$1,536,904$374,923 ▼-19.6%23,5830.6%SHS REP COM UTISHARES BITCOIN TRUST ETF$1,451,999$333,428 ▼-18.7%31,0190.5%SHS BEN INTGOOGAlphabet$1,274,854$7,968 ▲0.6%8,1600.5%Computer and TechnologyQQQInvesco QQQ$940,6540.0%2,0060.4%FinanceENVXEnovix$810,8420.0%110,4690.3%EnergyVVisa$678,1400.0%1,9350.3%Business ServicesCOSTCostco Wholesale$555,654$945 ▲0.2%5880.2%Retail/WholesaleAVGOBroadcom$520,7070.0%3,1100.2%Computer and TechnologyJPMJPMorgan Chase & Co.$505,8090.0%2,0620.2%FinanceABBVAbbVie$431,9240.0%2,0610.2%MedicalORCLOracle$272,9090.0%1,9520.1%Computer and TechnologySYKStryker$260,5750.0%7000.1%MedicalPEPPepsiCo$246,951$10,046 ▼-3.9%1,6470.1%Consumer StaplesBXBlackstone$244,1960.0%1,7470.1%FinanceUNHUnitedHealth Group$238,306$47,137 ▼-16.5%4550.1%MedicalBRK.BBerkshire Hathaway$237,5310.0%4460.1%FinanceGRAYSCALE BITCOIN MINI TR ET$227,953$2,700 ▼-1.2%6,2470.1%SHS NEWTMUST-Mobile US$226,704$226,704 ▲New Holding8500.1%Computer and TechnologyJMUBJPMorgan Municipal ETF$224,937$1,550 ▲0.7%4,4990.1%ETFABTAbbott Laboratories$212,107$212,107 ▲New Holding1,5990.1%MedicalPGProcter & Gamble$207,5720.0%1,2180.1%Consumer StaplesIVWiShares S&P 500 Growth ETF$206,9180.0%2,2290.1%ETFIWDiShares Russell 1000 Value ETF$205,4710.0%1,0920.1%ETFTJXTJX Companies$202,1880.0%1,6600.1%Retail/WholesaleSPGIS&P Global$201,208$23,881 ▼-10.6%3960.1%Business ServicesBKLNInvesco Senior Loan ETF$0$4,125,744 ▼-100.0%00.0%ETFJBBBJanus Henderson B-BBB CLO ETF$0$3,945,726 ▼-100.0%00.0%ETFJGROJPMorgan Active Growth ETF$0$2,515,252 ▼-100.0%00.0%ETFIWFiShares Russell 1000 Growth ETF$0$2,284,187 ▼-100.0%00.0%ETFWSMWilliams-Sonoma$0$363,508 ▼-100.0%00.0%Retail/WholesaleBLACKROCK INC$0$207,072 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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