Blue Investment Partners LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$243M
Signature - Title
Aryn Sands - Agent
Location
Alamo, CA
Summary
This page shows a list of all the recent 13F filings made by Blue Investment Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Blue Investment Partners LLC reported 49 stock holdings with total value $243M as of Q3 2024. Top holdings included AAPL, AMZN, SPY, IDEV, and SCHB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 49 $243M +$25.4M -$11.1M +$14.3M AAPL, AMZN, SPY, IDEV, SCHB 13F-HR 11/13/2024, 10:49 AM
Q2 2024 44 $221M +$38.9M -$21M +$17.8M AAPL, AMZN, SPY, IDEV, SCHB 13F-HR 8/13/2024, 12:23 PM
Q1 2024 38 $192M +$37.1M -$2.82M +$34.2M AAPL, AMZN, SPY, IDEV, SCHB 13F-HR 5/13/2024, 11:57 AM
Q4 2023 33 $153M +$20.9M -$8.81M +$12.1M AAPL, AMZN, SPY, IDEV, SCHB 13F-HR 2/13/2024, 04:17 PM
Q3 2023 28 $126M +$10.7M -$7.06M +$3.65M AAPL, AMZN, SPY, VEA, SCHB 13F-HR 11/13/2023, 02:37 PM
Q2 2023 29 $131M +$30.1M -$9.26M +$20.9M AAPL, AMZN, SPY, VEA, SCHB 13F-HR 8/14/2023, 01:56 PM
Q1 2023 29 $99.2M +$20.3M -$11.8M +$8.45M AAPL, SPY, AMZN, RSP, SCHB 13F-HR 5/15/2023, 04:39 PM
Q4 2022 27 $80.5M $0 $0 AAPL, AVUV, RSP, SCHB, VTV Restatement 2/6/2023, 01:19 PM