• 13F History

Blue Zone Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$360M
Signature - Title
Judith Lu - Chief Compliance Officer
Location
Los Angeles, CA
Summary
This page shows a list of all the recent 13F filings made by Blue Zone Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Blue Zone Wealth Advisors, LLC reported 106 stock holdings with total value $360M as of Q1 2025. Top holdings included QQQ, AAPL, GOOGL, IVW, and WMB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 106 $360M +$32M -$4.92M +$27.1M QQQ, AAPL, GOOGL, IVW, WMB 13F-HR 4/11/2025, 01:43 PM
Q4 2024 101 $347M +$22.5M -$5.7M +$16.8M QQQ, AAPL, GOOGL, IVW, WMB 13F-HR 1/30/2025, 05:12 PM
Q3 2024 99 $321M +$24.3M -$7.92M +$16.4M QQQ, AAPL, IVW, GOOGL, AZO 13F-HR 10/7/2024, 01:53 PM
Q2 2024 87 $290M +$10.9M -$12.8M -$1.88M QQQ, IVW, GOOGL, AAPL, MSFT 13F-HR 7/12/2024, 02:57 PM
Q1 2024 87 $291M +$27.1M -$4.91M +$22.2M QQQ, IVW, GOOGL, AAPL, AZO 13F-HR 4/17/2024, 06:30 PM
Q4 2023 82 $251M +$7.9M -$12.2M -$4.28M QQQ, AAPL, IVW, GOOGL, CRM 13F-HR 1/9/2024, 05:49 PM
Q3 2023 81 $228M +$21.1M -$1.98M +$19.1M QQQ, IVW, AAPL, GOOGL, TWM 13F-HR 10/13/2023, 10:38 AM
Q2 2023 78 $217M +$25.4M -$4.28M +$21.1M QQQ, AAPL, IVW, GOOGL, TWM 13F-HR 7/24/2023, 01:43 PM
Q1 2023 83 $187M +$15M -$17.6M -$2.65M QQQ, IVW, AAPL, TWM, GOOGL 13F-HR 4/20/2023, 09:32 PM
Q4 2022 83 $187M +$11.4M -$6.58M +$4.85M QQQ, IVW, SQQQ, TWM, AAPL 13F-HR 1/27/2023, 06:22 AM
Q3 2022 83 $180M +$11.5M -$20.9M -$9.42M QQQ, IVW, AAPL, TWM, BAMXXXX 13F-HR 10/14/2022, 05:18 PM
Q2 2022 88 $212M +$23.9M -$12.6M +$11.3M QQQ, IVW, AAPL, BAMXXXX, GOOGL 13F-HR 7/13/2022, 01:40 PM
Q1 2022 97 $268M +$23M -$17.6M +$5.42M QQQ, IVW, AAPL, BAMXXXX, OCSL 13F-HR 4/8/2022, 05:13 PM
Q4 2021 101 $303M +$13.6M -$8.29M +$5.34M QQQ, IVW, IVE, BAMXXXX, AAPL 13F-HR 1/21/2022, 06:10 PM
Q3 2021 98 $288M +$32.7M -$11.3M +$21.4M QQQ, IVW, IVE, BAMXXXX, SNAP 13F-HR 10/26/2021, 11:54 AM
Q2 2021 86 $266M +$19.1M -$5.68M +$13.4M QQQ, IVW, IVE, BAMXXXX, AAPL 13F-HR 8/3/2021, 08:50 PM
Q1 2021 81 $235M +$34.2M -$13.2M +$21M QQQ, IVW, IVE, IEF, TOTL 13F-HR 5/3/2021, 08:52 PM
Q4 2020 76 $207M +$35.3M -$12.9M +$22.4M QQQ, IVW, IVE, IEF, AAPL 13F-HR 1/22/2021, 04:18 PM
Q3 2020 69 $177M +$19.5M -$28.1M -$8.67M QQQ, IVW, IVE, IEF, TOTL 13F-HR 10/23/2020, 05:14 PM
Q2 2020 63 $179M +$73.2M -$9.16M +$64.1M QQQ, IVE, IVW, TOTL, IEF 13F-HR 7/20/2020, 05:02 PM
Q1 2020 45 $107M +$23.3M -$16.4M +$6.89M IEF, QQQ, SHV, TOTL, IVE 13F-HR 4/29/2020, 03:04 PM
Q4 2019 43 $155M SNAP, VEA, SHV, IEF, IVE 13F-HR 2/13/2020, 11:32 AM