Universe · entity
Blue Zone Wealth Advisors, LLC
Institutional manager (13F) · CIK 1803106
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $445M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | INVESCO QQQ TR | $34M | 58,570 |
| 2 | AMAZON COM INC | $32M | 154,695 |
| 3 | ALPHABET INC | $27M | 94,266 |
| 4 | APPLE INC | $26M | 104,265 |
| 5 | MICROSOFT CORP | $22M | 60,302 |
| 6 | NVIDIA CORPORATION | $19M | 106,773 |
| 7 | VANECK ETF TRUST | $15M | 39,850 |
| 8 | ISHARES TR | $14M | 120,084 |
| 9 | META PLATFORMS INC | $12M | 21,086 |
| 10 | BROOKFIELD CORP | $10M | 258,186 |
| 11 | WILLIAMS COS INC | $9M | 121,735 |
| 12 | AUTOZONE INC | $9M | 2,582 |
| 13 | BROOKFIELD ASSET MANAGMT LTD | $9M | 193,206 |
| 14 | VISA INC | $9M | 28,339 |
| 15 | BERKSHIRE HATHAWAY INC DEL | $8M | 17,198 |
| 16 | ALPHABET INC | $8M | 27,486 |
| 17 | UNITEDHEALTH GROUP INC | $8M | 27,950 |
| 18 | CBOE GLOBAL MKTS INC | $7M | 26,319 |
| 19 | WEST PHARMACEUTICAL SVSC INC | $7M | 29,068 |
| 20 | SALESFORCE INC | $7M | 38,542 |
| 21 | MOODYS CORP | $7M | 15,228 |
| 22 | OREILLY AUTOMOTIVE INC | $7M | 71,800 |
| 23 | AMERICAN EXPRESS CO | $6M | 21,460 |
| 24 | LINDE PLC | $6M | 13,046 |
| 25 | BLACKSTONE INC | $6M | 55,483 |
| 26 | CROWDSTRIKE HLDGS INC | $6M | 16,299 |
| 27 | ALIBABA GROUP HLDG LTD | $6M | 50,606 |
| 28 | THERMO FISHER SCIENTIFIC INC | $6M | 12,856 |
| 29 | ELEMENT SOLUTIONS INC | $6M | 184,137 |
| 30 | ZOETIS INC | $6M | 52,482 |
| 31 | NEXTERA ENERGY INC | $6M | 66,341 |
| 32 | STRYKER CORPORATION | $6M | 18,560 |
| 33 | CANADIAN PACIFIC KANSAS CITY | $6M | 76,960 |
| 34 | IDEXX LABS INC | $6M | 10,617 |
| 35 | EQUIFAX INC | $6M | 33,113 |
| 36 | S&P GLOBAL INC | $6M | 13,390 |
| 37 | AIR PRODUCTS AND CHEMICALS I | $5M | 18,409 |
| 38 | BOEING CO | $5M | 25,331 |
| 39 | MOELIS & CO | $5M | 80,528 |
| 40 | RELX PLC | $4M | 134,855 |
| 41 | COPART INC | $4M | 130,584 |
| 42 | TESLA INC | $4M | 11,253 |
| 43 | HERC HLDGS INC | $4M | 40,333 |
| 44 | SELECT SECTOR SPDR TR | $4M | 27,139 |
| 45 | VEEVA SYS INC | $3M | 19,050 |
| 46 | FIDELITY COMWLTH TR | $3M | 38,960 |
| 47 | UNITY SOFTWARE INC | $3M | 132,314 |
| 48 | COSTAR GROUP INC | $3M | 71,468 |
| 49 | VANGUARD INDEX FDS | $3M | 6,121 |
| 50 | MARVELL TECHNOLOGY INC | $2M | 23,800 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.