Blue Investment Partners LLC Top Holdings and 13F Report (2025) About Blue Investment Partners LLCInvestment ActivityBlue Investment Partners LLC has $285.09 million in total holdings as of June 30, 2025.Blue Investment Partners LLC owns shares of 52 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 9.51% of the portfolio was purchased this quarter.About 9.85% of the portfolio was sold this quarter.This quarter, Blue Investment Partners LLC has purchased 49 new stocks and bought additional shares in 15 stocks.Blue Investment Partners LLC sold shares of 8 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $39,668,172Amazon.com $24,220,875WisdomTree Floating Rate Treasury Fund $18,789,887SPDR S&P 500 ETF Trust $18,467,537PIMCO Multi Sector Bond Active ETF $16,769,431 Largest New Holdings this Quarter 025072802 - Avantis International Small Cap Value ETF $5,547,459 Holding922908769 - Vanguard Total Stock Market ETF $2,166,413 Holding808524805 - Schwab International Equity ETF $1,448,058 Holding46432F842 - iShares Core MSCI EAFE ETF $325,822 Holding464288620 - iShares Broad USD Investment Grade Corporate Bond ETF $278,856 Holding Largest Purchases this Quarter Avantis International Small Cap Value ETF 69,973 shares (about $5.55M)WisdomTree Floating Rate Treasury Fund 98,700 shares (about $4.97M)Vanguard FTSE Developed Markets ETF 55,454 shares (about $3.16M)JPMorgan Income ETF 54,844 shares (about $2.54M)Invesco QQQ 4,458 shares (about $2.46M) Largest Sales this Quarter Alphabet 33,071 shares (about $5.83M)iShares Core MSCI International Developed Markets ETF 52,966 shares (about $4.03M)Vanguard Small-Cap Growth ETF 11,239 shares (about $3.11M)SPDR S&P 500 ETF Trust 3,088 shares (about $1.91M)Schwab US Broad Market ETF 3,528 shares (about $84.07K) 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$39,668,172$39,393 ▼-0.1%193,34313.9%Computer and TechnologyAMZNAmazon.com$24,220,875$36,419 ▼-0.2%110,4018.5%Retail/WholesaleUSFRWisdomTree Floating Rate Treasury Fund$18,789,887$4,965,599 ▲35.9%373,4826.6%FinanceSPYSPDR S&P 500 ETF Trust$18,467,537$1,907,921 ▼-9.4%29,8906.5%FinancePYLDPIMCO Multi Sector Bond Active ETF$16,769,431$1,108,417 ▲7.1%631,8555.9%ETFIDEViShares Core MSCI International Developed Markets ETF$15,091,355$4,027,535 ▼-21.1%198,4665.3%ETFNVDANVIDIA$13,922,2170.0%88,1214.9%Computer and TechnologySCHBSchwab US Broad Market ETF$13,904,400$84,072 ▼-0.6%583,4834.9%ETFMETAMeta Platforms$13,409,619$625,900 ▲4.9%18,1684.7%Computer and TechnologyJQUAJPMorgan U.S. Quality Factor ETF$11,392,086$640,373 ▲6.0%189,7104.0%ETFRSPInvesco S&P 500 Equal Weight ETF$10,848,242$121,039 ▲1.1%59,6913.8%ETFJPIEJPMorgan Income ETF$10,295,639$2,540,374 ▲32.8%222,2723.6%ETFJAAAJanus Henderson AAA CLO ETF$10,291,293$488,621 ▲5.0%202,7843.6%ETFBACBank of America$9,486,6660.0%200,4793.3%FinanceVEAVanguard FTSE Developed Markets ETF$9,000,967$3,161,433 ▲54.1%157,8843.2%ETFMSFTMicrosoft$6,864,401$497 ▲0.0%13,8002.4%Computer and TechnologyAVDVAvantis International Small Cap Value ETF$5,547,459$5,547,459 ▲New Holding69,9731.9%ETFIAUiShares Gold Trust$5,369,882$150,849 ▲2.9%86,1111.9%FinanceTLTiShares 20+ Year Treasury Bond ETF$3,927,746$122,844 ▲3.2%44,5071.4%ETFQQQInvesco QQQ$3,565,801$2,459,211 ▲222.2%6,4641.3%FinanceJANUS DETROIT STR TR$3,363,669$83,876 ▲2.6%63,9241.2%HENDERSON SECURIVBKVanguard Small-Cap Growth ETF$3,262,630$3,112,529 ▼-48.8%11,7811.1%ETFVTIVanguard Total Stock Market ETF$2,166,413$2,166,413 ▲New Holding7,1280.8%ETFGRAYSCALE BITCOIN TRUST ETF$2,000,5460.0%23,5830.7%SHS REP COM UTISHARES BITCOIN TRUST ETF$1,927,197$28,524 ▲1.5%31,4850.7%SHS BEN INTSCHFSchwab International Equity ETF$1,448,058$1,448,058 ▲New Holding65,5230.5%ETFGOOGAlphabet$1,364,731$82,845 ▼-5.7%7,6930.5%Computer and TechnologyGOOGLAlphabet$936,990$5,827,947 ▼-86.1%5,3170.3%Computer and TechnologyAVGOBroadcom$857,2720.0%3,1100.3%Computer and TechnologyVVisa$687,0220.0%1,9350.2%Business ServicesJPMJPMorgan Chase & Co.$597,7940.0%2,0620.2%FinanceCOSTCostco Wholesale$581,6310.0%5880.2%Retail/WholesaleORCLOracle$426,7660.0%1,9520.1%Computer and TechnologyABBVAbbVie$382,6540.0%2,0610.1%MedicalIEFAiShares Core MSCI EAFE ETF$325,822$325,822 ▲New Holding3,9030.1%ETFGRAYSCALE BITCOIN MINI TR ET$298,2940.0%6,2470.1%SHS NEWUSIGiShares Broad USD Investment Grade Corporate Bond ETF$278,856$278,856 ▲New Holding5,4210.1%ManufacturingSYKStryker$276,9410.0%7000.1%MedicalBXBlackstone$261,3160.0%1,7470.1%FinanceJMUBJPMorgan Municipal ETF$245,697$22,386 ▲10.0%4,9500.1%ETFIVWiShares S&P 500 Growth ETF$245,4130.0%2,2290.1%ETFVOOVanguard S&P 500 ETF$221,532$221,532 ▲New Holding3900.1%ETFABTAbbott Laboratories$217,4800.0%1,5990.1%MedicalPEPPepsiCo$217,4700.0%1,6470.1%Consumer StaplesBRK.BBerkshire Hathaway$216,6530.0%4460.1%FinanceIWDiShares Russell 1000 Value ETF$212,0990.0%1,0920.1%ETFBLACKROCK INC$211,949$211,949 ▲New Holding2020.1%COMSPGIS&P Global$208,8070.0%3960.1%FinanceTJXTJX Companies$204,9930.0%1,6600.1%Retail/WholesaleBKNGBooking$202,623$202,623 ▲New Holding350.1%Retail/WholesaleTMUST-Mobile US$202,5210.0%8500.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$202,419$202,419 ▲New Holding9890.1%ETFAVUVAvantis U.S. Small Cap Value ETF$0$5,830,104 ▼-100.0%00.0%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$0$4,013,352 ▼-100.0%00.0%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$0$1,875,134 ▼-100.0%00.0%ETFENVXEnovix$0$810,842 ▼-100.0%00.0%EnergyUNHUnitedHealth Group$0$238,306 ▼-100.0%00.0%MedicalPGProcter & Gamble$0$207,572 ▼-100.0%00.0%Consumer StaplesShowing 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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