Blue Zone Wealth Advisors, LLC Top Holdings and 13F Report (2024) → Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS (From Paradigm Press) (Ad) About Blue Zone Wealth Advisors, LLCInvestment ActivityBlue Zone Wealth Advisors, LLC has $290.87 million in total holdings as of March 31, 2024.Blue Zone Wealth Advisors, LLC owns shares of 87 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 9.37% of the portfolio was purchased this quarter.About 1.69% of the portfolio was sold this quarter.This quarter, Blue Zone Wealth Advisors, LLC has purchased 82 new stocks and bought additional shares in 48 stocks.Blue Zone Wealth Advisors, LLC sold shares of 19 stocks and completely divested from 5 stocks this quarter.Largest Holdings Invesco QQQ $17,810,946iShares S&P 500 Growth ETF $11,023,943Alphabet $9,232,690Apple $9,090,793AutoZone $7,853,912 Largest New Holdings this Quarter Relx $4,400,515 HoldingCanadian Pacific Kansas City $4,159,684 HoldingWest Pharmaceutical Services $3,841,157 HoldingMoelis & Company $3,212,898 HoldingDanaher $3,124,497 Holding Largest Purchases this Quarter Relx 101,652 shares (about $4.40M)Canadian Pacific Kansas City 47,178 shares (about $4.16M)West Pharmaceutical Services 9,707 shares (about $3.84M)Moelis & Company 56,595 shares (about $3.21M)Danaher 12,512 shares (about $3.12M) Largest Sales this Quarter Salesforce 1,882 shares (about $566.82K)Invesco QQQ 953 shares (about $423.14K)Blackstone 3,094 shares (about $406.46K)iShares S&P 500 Growth ETF 4,785 shares (about $404.04K)Stryker 1,006 shares (about $360.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBlue Zone Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$17,810,946$423,140 ▼-2.3%40,1146.1%FinanceIVWiShares S&P 500 Growth ETF$11,023,943$404,044 ▼-3.5%130,5543.8%ETFGOOGLAlphabet$9,232,690$183,682 ▲2.0%61,1723.2%Computer and TechnologyAAPLApple$9,090,793$15,948 ▼-0.2%53,0143.1%Computer and TechnologyAZOAutoZone$7,853,912$116,611 ▲1.5%2,4922.7%Retail/WholesaleCRMSalesforce$7,447,880$566,821 ▼-7.1%24,7292.6%Computer and TechnologySYKStryker$7,417,571$360,017 ▼-4.6%20,7272.6%MedicalMSFTMicrosoft$7,285,440$366,018 ▲5.3%17,3172.5%Computer and TechnologyBNBrookfield$6,804,461$325,204 ▼-4.6%162,5142.3%FinanceVVisa$6,609,769$65,863 ▲1.0%23,6842.3%Business ServicesWMBWilliams Companies$6,489,830$71,939 ▲1.1%166,5342.2%Oils/EnergyCRWDCrowdStrike$6,173,281$125,992 ▼-2.0%19,2562.1%Computer and TechnologyBRK.BBerkshire Hathaway$6,009,651$7,569 ▲0.1%14,2912.1%FinanceBLWBlackRock Limited Duration Income Trust$5,990,950$209,285 ▲3.6%427,0102.1%Financial ServicesEFXEquifax$5,815,617$71,695 ▲1.2%21,7392.0%Business ServicesTTDTrade Desk$5,710,624$75,968 ▲1.3%65,3242.0%Computer and TechnologyTMOThermo Fisher Scientific$5,609,485$115,084 ▲2.1%9,6511.9%MedicalSTESTERIS$5,606,336$158,273 ▲2.9%24,9371.9%MedicalAMZNAmazon.com$5,493,653$30,665 ▲0.6%30,4561.9%Retail/WholesaleBAMBrookfield Asset Management$5,456,423$239,892 ▲4.6%129,8531.9%FinanceUNHUnitedHealth Group$5,401,594$355,687 ▲7.0%10,9191.9%MedicalSTZConstellation Brands$5,363,455$41,851 ▲0.8%19,7361.8%Consumer StaplesCSGPCoStar Group$5,073,529$84,525 ▲1.7%52,5211.7%Computer and TechnologyDISWalt Disney$5,062,156$46,007 ▲0.9%41,3711.7%Consumer DiscretionaryMCOMoody's$5,034,714$220,490 ▲4.6%12,8101.7%FinanceCPRTCopart$4,919,030$138,023 ▲2.9%84,9281.7%Business ServicesDEODiageo$4,844,164$1,780,418 ▲58.1%32,5681.7%Consumer StaplesSPGIS&P Global$4,632,300$108,490 ▲2.4%10,8881.6%Business ServicesPKPark Hotels & Resorts$4,404,926$101,879 ▲2.4%251,8541.5%FinanceRELXRelx$4,400,515$4,400,515 ▲New Holding101,6521.5%Computer and TechnologyESIElement Solutions$4,271,855$28,477 ▲0.7%171,0111.5%Basic MaterialsORLYO'Reilly Automotive$4,215,238$139,981 ▲3.4%3,7341.4%Retail/WholesaleCPCanadian Pacific Kansas City$4,159,684$4,159,684 ▲New Holding47,1781.4%TransportationHONHoneywell International$4,087,349$103,036 ▲2.6%19,9141.4%Multi-Sector ConglomeratesBABoeing$4,066,685$512,002 ▲14.4%21,0721.4%AerospaceBXBlackstone$4,041,598$406,459 ▼-9.1%30,7651.4%FinanceWSTWest Pharmaceutical Services$3,841,157$3,841,157 ▲New Holding9,7071.3%MedicalBABAAlibaba Group$3,663,659$58,395 ▲1.6%50,6311.3%Retail/WholesaleCTLTCatalent$3,514,013$3,443 ▲0.1%62,2501.2%MedicalAPDAir Products and Chemicals$3,462,765$30,768 ▲0.9%14,2931.2%Basic MaterialsMKLMarkel Group$3,450,717$98,896 ▲3.0%2,2681.2%Multi-Sector ConglomeratesBLKBlackRock$3,431,509$1,313,077 ▲62.0%4,1161.2%FinanceMCMoelis & Company$3,212,898$3,212,898 ▲New Holding56,5951.1%FinanceVEEVVeeva Systems$3,134,766$255,554 ▲8.9%13,5301.1%Computer and TechnologyDHRDanaher$3,124,497$3,124,497 ▲New Holding12,5121.1%Multi-Sector ConglomeratesXLKTechnology Select Sector SPDR Fund$2,842,239$3,541 ▲0.1%13,6471.0%ETFESTCElastic$2,755,397$122,293 ▲4.6%27,4880.9%Business ServicesONEQFidelity NASDAQ Composite Index ETF$2,746,660$31,878 ▼-1.1%42,6500.9%ETFMETAMeta Platforms$2,745,471$278,723 ▼-9.2%5,6540.9%Computer and TechnologyGXOGXO Logistics$2,521,236$12,311 ▲0.5%46,8980.9%TransportationNUVEEN CALIFORNIA AMT QLT MU$2,346,153$18,517 ▼-0.8%193,0990.8%COMVUGVanguard Growth ETF$2,248,314$65,398 ▼-2.8%6,5320.8%ETFAXPAmerican Express$1,923,297$135,248 ▼-6.6%8,4470.7%FinanceLINDE PLC$1,605,154$2,786 ▲0.2%3,4570.6%SHSWBDWarner Bros. Discovery$1,341,810$22,506 ▲1.7%153,7010.5%Consumer DiscretionaryCMGChipotle Mexican Grill$1,258,6310.0%4330.4%Retail/WholesaleTSLATesla$1,196,251$50,100 ▼-4.0%6,8050.4%Auto/Tires/TrucksSNAPSnap$1,190,1780.0%103,6740.4%Computer and TechnologyGOOGAlphabet$991,974$3,045 ▲0.3%6,5150.3%Computer and TechnologyPEPPepsiCo$796,4710.0%4,5510.3%Consumer StaplesACNAccenture$705,315$1,386 ▲0.2%2,0350.2%Business ServicesPGProcter & Gamble$627,745$9,735 ▲1.6%3,8690.2%Consumer StaplesTOTLSPDR Doubleline Total Return Tactical ETF$604,789$64,320 ▼-9.6%15,1010.2%ETFNVDANVIDIA$581,893$22,589 ▲4.0%6440.2%Computer and TechnologyOKTAOkta$568,400$30,444 ▲5.7%5,4330.2%Computer and TechnologyCOSTCostco Wholesale$504,0490.0%6880.2%Consumer DefensiveIVEiShares S&P 500 Value ETF$453,349$8,032 ▲1.8%2,4270.2%ETFSPYSPDR S&P 500 ETF Trust$414,271$36,615 ▲9.7%7920.1%FinanceTWLOTwilio$315,534$26,417 ▲9.1%5,1600.1%Computer and TechnologySHOPShopify$314,8540.0%4,0800.1%Computer and TechnologyCMPRCimpress$310,847$164,983 ▼-34.7%3,5120.1%Communication ServicesAVDLAvadel Pharmaceuticals$304,273$147,526 ▲94.1%33,0000.1%MedicalJNJJohnson & Johnson$300,561$43,660 ▼-12.7%1,9000.1%MedicalUSMViShares MSCI USA Min Vol Factor ETF$293,539$5,015 ▲1.7%3,5120.1%ETFIVViShares Core S&P 500 ETF$282,317$282,317 ▲New Holding5370.1%ETFHDHome Depot$276,192$25,701 ▼-8.5%7200.1%Retail/WholesaleAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$274,679$70,395 ▼-20.4%6,3290.1%FinanceTSMTaiwan Semiconductor Manufacturing$271,5970.0%1,9960.1%Computer and TechnologyYUMYum! Brands$271,1990.0%1,9560.1%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$238,888$4,214 ▲1.8%4,7620.1%ETFFTAIFTAI Aviation$235,550$235,550 ▲New Holding3,5000.1%AerospaceVOOVanguard S&P 500 ETF$200,258$200,258 ▲New Holding4170.1%ETFNVCTNuvectis Pharma$117,670$117,670 ▲New Holding14,3500.0%MedicalSLQTSelectQuote$92,266$92,266 ▲New Holding46,1330.0%Financial ServicesVAXXVaxxinity$29,4180.0%41,0000.0%MedicalTHMInternational Tower Hill Mines$15,8590.0%23,0000.0%Basic MaterialsTRXTRX Gold$6,2080.0%15,9720.0%Basic MaterialsXLVHealth Care Select Sector SPDR Fund$0$728,827 ▼-100.0%00.0%ETFVTVVanguard Value ETF$0$254,150 ▼-100.0%00.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$0$202,952 ▼-100.0%00.0%ETFSILJAmplify Junior Silver Miners ETF$0$133,860 ▼-100.0%00.0%ETFMESOMesoblast$0$11,000 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. 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