Blue Zone Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Los Angeles, CA
CIK
0001803106
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 82 250,566 QQQ, AAPL, IVW, GOOGL 13F-HR 1/9/2024 000108514624000118
Q3 2023 82 227,949 QQQ, IVW, AAPL, GOOGL 13F-HR 10/13/2023 000108514623003734
Q2 2023 78 216,733 QQQ, AAPL, IVW, GOOGL 13F-HR 7/24/2023 000108514623002838
Q1 2023 83 187,061 QQQ, IVW, AAPL, TWM 13F-HR 4/20/2023 000108514623001796
Q4 2022 83 187,295 QQQ, IVW, SQQQ, TWM 13F-HR 1/27/2023 000108514623000396
Q3 2022 85 193,076 QQQ, IVW, SQQQ, AAPL 13F-HR 10/14/2022 000108514622003427
Q2 2022 89 220,567 QQQ, IVW, SQQQ, AAPL 13F-HR 7/13/2022 000108514622002391
Q1 2022 98 268,135 QQQ, IVW, AAPL, BKAA.SG 13F-HR 4/8/2022 000108514622001333
Q4 2021 101 302,544 QQQ, IVW, IVE, BKAA.SG 13F-HR 1/24/2022 000108514622000283
Q3 2021 98 288,475 QQQ, IVW, IVE, BKAA.SG 13F-HR 10/26/2021 000108514621002891
Q2 2021 86 266,433 QQQ, IVW, IVE, BKAA.SG 13F-HR 8/3/2021 000108514621002203
Q1 2021 81 235,095 QQQ, IVW, IVE, IEF 13F-HR 5/3/2021 000108514621001428
Q4 2020 76 207,226 QQQ, IVW, IVE, IEF 13F-HR 1/22/2021 000108514621000225
Q3 2020 69 177,199 QQQ, IVW, IVE, IEF 13F-HR 10/23/2020 000108514620002641
Q2 2020 63 179,122 QQQ, IVE, IVW, TOTL 13F-HR 7/20/2020 000108514620001838
Q1 2020 45 106,661 IEF, QQQ, SHV, TOTL 13F-HR 4/29/2020 000108514620001253
Q4 2019 43 155,078 SNAP, VEA, SHV, IEF 13F-HR 2/13/2020 000108514620000645