39 is the total number of securities Blue Investment Partners LLC has owned. The longest Blue Investment Partners LLC has owned a single stock is 4 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| AAPL | APPLE INC | 4 | 4 | 28.88% | 32.62% | 35.28% | Q4 2022 | Q3 2023 | 4 |
| SPY | SPDR S&P 500 ETF TR | 4 | 4 | 4.83% | 8.26% | 9.78% | Q4 2022 | Q3 2023 | 4 |
| AMZN | AMAZON COM INC | 4 | 4 | 2.26% | 7.33% | 10.14% | Q4 2022 | Q3 2023 | 4 |
| RSP | INVESCO EXCHANGE TRADE... | 4 | 4 | 5.05% | 5.72% | 6.62% | Q4 2022 | Q3 2023 | 4 |
| VEA | VANGUARD TAX-MANAGED FDS | 4 | 4 | 4.72% | 5.70% | 7.00% | Q4 2022 | Q3 2023 | 4 |
| SCHB | SCHWAB STRATEGIC TR | 4 | 4 | 5.25% | 5.66% | 5.83% | Q4 2022 | Q3 2023 | 4 |
| BAC | BANK AMERICA CORP | 4 | 4 | 4.34% | 4.56% | 5.16% | Q4 2022 | Q3 2023 | 4 |
| IDEV | ISHARES TR | 4 | 4 | 2.94% | 3.64% | 4.53% | Q4 2022 | Q3 2023 | 4 |
| MSFT | MICROSOFT CORP | 4 | 4 | 3.42% | 3.64% | 3.90% | Q4 2022 | Q3 2023 | 4 |
| IAU | ISHARES GOLD TR | 4 | 4 | 1.99% | 2.08% | 2.21% | Q4 2022 | Q3 2023 | 4 |
| GOOGL | ALPHABET INC | 4 | 4 | 0.21% | 1.12% | 2.53% | Q4 2022 | Q3 2023 | 4 |
| ENOVIX CORPORATION | 4 | 4 | 0.29% | 0.60% | 0.93% | Q4 2022 | Q3 2023 | 4 | |
| QQQ | INVESCO QQQ TR | 4 | 4 | 0.54% | 0.57% | 0.61% | Q4 2022 | Q3 2023 | 4 |
| V | VISA INC | 4 | 4 | 0.31% | 0.38% | 0.45% | Q4 2022 | Q3 2023 | 4 |
| GOOG | ALPHABET INC | 4 | 4 | 0.29% | 0.32% | 0.36% | Q4 2022 | Q3 2023 | 4 |
| PEP | PEPSICO INC | 4 | 4 | 0.22% | 0.26% | 0.32% | Q4 2022 | Q3 2023 | 4 |
| ABBV | ABBVIE INC | 4 | 4 | 0.16% | 0.24% | 0.34% | Q4 2022 | Q3 2023 | 4 |
| COST | COSTCO WHSL CORP NEW | 4 | 4 | 0.19% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
| VBK | VANGUARD INDEX FDS | 3 | 3 | 2.50% | 3.51% | 4.03% | Q1 2023 | Q3 2023 | 3 |
| TLT | ISHARES TR | 3 | 3 | 2.28% | 2.97% | 3.93% | Q1 2023 | Q3 2023 | 3 |
| FB | META PLATFORMS INC | 3 | 3 | 0.32% | 0.55% | 0.77% | Q4 2022 | Q2 2023 | 3 |
| HIMS | HIMS & HERS HEALTH INC | 3 | 3 | 0.27% | 0.41% | 0.68% | Q4 2022 | Q2 2023 | 3 |
| NVDA | NVIDIA CORPORATION | 3 | 3 | 0.27% | 0.30% | 0.36% | Q1 2023 | Q3 2023 | 3 |
| AVGO | BROADCOM INC | 3 | 3 | 0.20% | 0.21% | 0.21% | Q1 2023 | Q3 2023 | 3 |
| LYG | LLOYDS BANKING GROUP PLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
| VTV | VANGUARD INDEX FDS | 2 | 2 | 4.80% | 5.14% | 5.49% | Q4 2022 | Q1 2023 | 2 |
| AVUV | AMERICAN CENTY ETF TR | 2 | 2 | 2.04% | 4.73% | 7.42% | Q4 2022 | Q1 2023 | 2 |
| J P MORGAN EXCHANGE TR... | 2 | 2 | 2.41% | 3.50% | 4.59% | Q2 2023 | Q3 2023 | 2 | |
| VO | VANGUARD INDEX FDS | 2 | 2 | 1.70% | 1.78% | 1.86% | Q4 2022 | Q1 2023 | 2 |
| BKLN | INVESCO EXCH TRADED FD... | 2 | 2 | 0.40% | 1.30% | 2.19% | Q2 2023 | Q3 2023 | 2 |
| FIVN | FIVE9 INC | 2 | 2 | 0.36% | 0.52% | 0.68% | Q1 2023 | Q2 2023 | 2 |
| JEPI | J P MORGAN EXCHANGE TR... | 1 | 1 | 4.75% | 4.75% | 4.75% | Q4 2022 | Q4 2022 | 1 |
| JPM | JPMORGAN CHASE & CO | 1 | 1 | 2.18% | 2.18% | 2.18% | Q4 2022 | Q4 2022 | 1 |
| XLE | SELECT SECTOR SPDR TR | 1 | 1 | 2.05% | 2.05% | 2.05% | Q3 2023 | Q3 2023 | 1 |
| PSQ | PROSHARES TR | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2022 | Q4 2022 | 1 |
| UNH | UNITEDHEALTH GROUP INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
| INVESTMENT MANAGERS SE... | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 | |
| BX | BLACKSTONE INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
| SYK | STRYKER CORPORATION | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Download | |||||||||
The securities at the top of the list , including APPLE INC, SPDR S&P 500 ETF TR, and AMAZON COM INC, are the highest-conviction holdings of Blue Investment Partners LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Blue Investment Partners LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Blue Investment Partners LLC owns currently or has owned in the past.