| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 19 | Q2 2024 | 13.7% |
| ISHARES TR | 19 | Q2 2024 | 9.0% |
| ISHARES TR | 19 | Q2 2024 | 9.1% |
| APPLE INC | 19 | Q2 2024 | 4.8% |
| ALPHABET INC | 19 | Q2 2024 | 3.8% |
| SSGA ACTIVE ETF TR | 19 | Q2 2024 | 9.4% |
| MICROSOFT CORP | 19 | Q2 2024 | 2.7% |
| AMAZON COM INC | 19 | Q2 2024 | 2.1% |
| SNAP INC | 19 | Q2 2024 | 11.6% |
| DISNEY WALT CO | 19 | Q2 2024 | 1.9% |
View Blue Zone Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-13 |
View Blue Zone Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.