Notify me when Blue Zone Wealth Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 136 | $522,912,527 | +$36,692,346 | -$7,041,542 | +$29,650,804 | QQQ, AMZN, GOOGL, AAPL, NVDA | 13F-HR | 20 Jan 2026, 21:29 |
| Q3 2025 | 129 | $500,908,741 | +$87,443,213 | -$9,208,061 | +$78,235,152 | QQQ, NVDA, AAPL, AMZN, GOOGL | 13F-HR | 15 Oct 2025, 16:02 |
| Q2 2025 | 110 | $400,407,213 | +$32,125,177 | -$8,114,204 | +$24,010,973 | QQQ, GOOGL, IVW, AAPL, BN | 13F-HR | 24 Jul 2025, 15:37 |
| Q1 2025 | 106 | $359,887,785 | +$31,983,751 | -$4,924,541 | +$27,059,210 | QQQ, AAPL, GOOGL, IVW, WMB | 13F-HR | 11 Apr 2025, 13:43 |
| Q4 2024 | 101 | $346,794,395 | +$22,507,091 | -$5,701,689 | +$16,805,402 | QQQ, AAPL, GOOGL, IVW, WMB | 13F-HR | 30 Jan 2025, 17:12 |
| Q3 2024 | 99 | $321,417,587 | +$24,346,185 | -$7,919,631 | +$16,426,554 | QQQ, AAPL, IVW, GOOGL, AZO | 13F-HR | 07 Oct 2024, 13:53 |
| Q2 2024 | 87 | $289,680,743 | +$10,866,501 | -$12,750,282 | -$1,883,781 | QQQ, IVW, GOOGL, AAPL, MSFT | 13F-HR | 12 Jul 2024, 14:57 |
| Q1 2024 | 87 | $290,868,531 | +$27,128,177 | -$4,907,336 | +$22,220,841 | QQQ, IVW, GOOGL, AAPL, AZO | 13F-HR | 17 Apr 2024, 18:30 |
| Q4 2023 | 82 | $250,566,685 | +$7,904,006 | -$12,186,862 | -$4,282,856 | QQQ, AAPL, IVW, GOOGL, CRM | 13F-HR | 09 Jan 2024, 17:49 |
| Q3 2023 | 81 | $227,948,849 | +$21,127,904 | -$2,566,218 | +$18,561,686 | QQQ, IVW, AAPL, GOOGL, TWM | 13F-HR | 13 Oct 2023, 10:38 |
| Q2 2023 | 78 | $216,733,250 | +$25,376,467 | -$7,734,799 | +$17,641,668 | QQQ, AAPL, IVW, GOOGL, TWM | 13F-HR | 24 Jul 2023, 13:43 |
| Q1 2023 | 83 | $187,061,779 | +$14,987,324 | -$29,289,823 | -$14,302,499 | QQQ, IVW, AAPL, TWM, GOOGL | 13F-HR | 20 Apr 2023, 21:32 |
| Q4 2022 | 83 | $187,295,879 | +$11,428,569 | -$21,150,117 | -$9,721,548 | QQQ, IVW, SQQQ, TWM, AAPL | 13F-HR | 27 Jan 2023, 07:22 |
| Q3 2022 | 85 | $193,076,000 | +$11,739,755 | -$21,731,838 | -$9,992,083 | QQQ, IVW, SQQQ, AAPL, TWM | 13F-HR | 14 Oct 2022, 17:18 |
| Q2 2022 | 89 | $220,567,000 | +$32,755,887 | -$24,497,487 | +$8,258,400 | QQQ, IVW, SQQQ, AAPL, BAM | 13F-HR | 13 Jul 2022, 13:40 |
| Q1 2022 | 98 | $268,135,000 | +$22,982,638 | -$35,751,018 | -$12,768,380 | QQQ, IVW, AAPL, BAM, OCSL | 13F-HR | 08 Apr 2022, 17:13 |
| Q4 2021 | 101 | $302,544,000 | +$13,633,229 | -$13,335,880 | +$297,349 | QQQ, IVW, IVE, BAM, AAPL | 13F-HR | 21 Jan 2022, 19:10 |
| Q3 2021 | 98 | $288,475,000 | +$32,704,708 | -$11,303,434 | +$21,401,274 | QQQ, IVW, IVE, BAM, SNAP | 13F-HR | 26 Oct 2021, 11:54 |
| Q2 2021 | 86 | $266,433,000 | +$19,122,684 | -$5,681,365 | +$13,441,319 | QQQ, IVW, IVE, BAM, AAPL | 13F-HR | 03 Aug 2021, 20:50 |
| Q1 2021 | 81 | $235,095,000 | +$34,191,559 | -$13,184,307 | +$21,007,252 | QQQ, IVW, IVE, IEF, TOTL | 13F-HR | 03 May 2021, 20:52 |
| Q4 2020 | 74 | $206,598,000 | +$34,628,142 | -$15,031,828 | +$19,596,314 | QQQ, IVW, IVE, IEF, AAPL | 13F-HR | 22 Jan 2021, 17:18 |
| Q3 2020 | 69 | $177,199,000 | +$19,464,108 | -$29,647,137 | -$10,183,029 | QQQ, IVW, IVE, IEF, TOTL | 13F-HR | 23 Oct 2020, 17:14 |
| Q2 2020 | 63 | $179,122,000 | +$73,219,595 | -$14,048,856 | +$59,170,739 | QQQ, IVE, IVW, TOTL, IEF | 13F-HR | 20 Jul 2020, 17:02 |
| Q1 2020 | 45 | $106,661,000 | +$23,284,811 | -$60,086,354 | -$36,801,543 | IEF, QQQ, SHV, TOTL, IVE | 13F-HR | 29 Apr 2020, 15:04 |
| Q4 2019 | 43 | $155,078,000 | $0 | $0 | $0 | SNAP, VEA, SHV, IEF, IVE | 13F-HR | 13 Feb 2020, 12:32 |