BLUE ZONE WEALTH ADVISORS LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| QQQ | INVESCO QQQ | 43,727 | +2,431 | +5.89% | $393.85 | 5.70% | 0.01% | 20,504,299 | 2025-03-31 | ||||||
| AAPL | APPLE | 53,838 | +538 | +1.01% | $165.17 | 3.32% | 0.00% | 11,958,927 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 69,893 | +6,818 | +10.81% | $142.06 | 3.00% | 0.00% | 10,808,254 | 2025-03-31 | ||||||
| IVW | ISHARES S&P 500 GROWTH ETF | 111,155 | +839 | +0.76% | $80.16 | 2.87% | 0.02% | 10,318,473 | 2025-03-31 | ||||||
| WMB | WILLIAMS COMPANIES | 147,444 | -11,833 | -7.43% | $30.94 | 2.45% | 0.01% | 8,811,253 | 2025-03-31 | ||||||
| AZO | AUTOZONE | 2,305 | -211 | -8.39% | $2,527.19 | 2.44% | 0.01% | 8,788,458 | 2025-03-31 | ||||||
| BAM | BROOKFIELD ASSET MANAGEMENT | 171,939 | +19,832 | +13.04% | $36.88 | 2.31% | 0.01% | 8,330,445 | 2025-03-31 | ||||||
| BN | BROOKFIELD | 158,486 | +12,989 | +8.93% | $34.59 | 2.31% | 0.00% | 8,306,251 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 15,569 | +56 | +0.36% | $0.00 | 2.30% | 0.00% | 8,291,738 | 2025-03-31 | ||||||
| V | VISA | 22,549 | -1,272 | -5.34% | $216.11 | 2.20% | 0.00% | 7,902,557 | 2025-03-31 | ||||||
| SYK | STRYKER | 20,319 | -593 | -2.84% | $263.88 | 2.10% | 0.01% | 7,563,748 | 2025-03-31 | ||||||
| BABA | ALIBABA | 52,058 | -858 | -1.62% | $104.13 | 1.91% | 0.00% | 6,883,629 | 2025-03-31 | ||||||
| UNH | UNITEDHEALTH GROUP | 13,082 | +1,994 | +17.98% | $491.48 | 1.90% | 0.00% | 6,851,902 | 2025-03-31 | ||||||
| MKL | MARKEL | 3,659 | +1,301 | +55.17% | $1,487.83 | 1.90% | 0.03% | 6,840,903 | 2025-03-31 | ||||||
| CPRT | COPART | 117,844 | +14,086 | +13.58% | $41.20 | 1.85% | 0.01% | 6,668,792 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 17,753 | -77 | -0.43% | $326.34 | 1.85% | 0.00% | 6,664,413 | 2025-03-31 | ||||||
| CRM | SALESFORCE | 24,748 | +1,354 | +5.79% | $270.59 | 1.85% | 0.00% | 6,641,373 | 2025-03-31 | ||||||
| MCO | MOODYS | 13,988 | +950 | +7.29% | $356.83 | 1.81% | 0.01% | 6,514,072 | 2025-03-31 | ||||||
| CRWD | CROWDSTRIKE HOLDINGS | 18,304 | +71 | +0.39% | $123.11 | 1.79% | 0.01% | 6,453,624 | 2025-03-31 | ||||||
| ORLY | O REILLY AUTOMOTIVE | 4,485 | +389 | +9.50% | $972.52 | 1.79% | 0.01% | 6,425,121 | 2025-03-31 | ||||||
| EFX | EQUIFAX | 26,318 | +3,420 | +14.94% | $255.41 | 1.78% | 0.02% | 6,410,012 | 2025-03-31 | ||||||
| STE | STERIS | 28,028 | +2,240 | +8.69% | $204.39 | 1.77% | 0.03% | 6,352,546 | 2025-03-31 | ||||||
| RELX | RELX | 123,841 | +12,303 | +11.03% | $43.19 | 1.73% | 0.00% | 6,242,825 | 2025-03-31 | ||||||
| SPGI | S&P GLOBAL | 12,265 | +1,012 | +8.99% | $408.73 | 1.73% | 0.00% | 6,231,847 | 2025-03-31 | ||||||
| WST | WEST PHARMACEUTICAL SERVICES | 27,615 | +10,571 | +62.02% | $304.64 | 1.72% | 0.04% | 6,182,446 | 2025-03-31 | ||||||
| BX | BLACKSTONE | 40,621 | +5,338 | +15.13% | $135.94 | 1.58% | 0.01% | 5,678,003 | 2025-03-31 | ||||||
| TMO | THERMO FISHER SCIENTIFIC | 11,390 | +1,264 | +12.48% | $582.57 | 1.57% | 0.00% | 5,667,859 | 2025-03-31 | ||||||
| IRT | INDEPENDENCE REALTY TRUST | 266,648 | +42,465 | +18.94% | $19.77 | 1.57% | 0.11% | 5,660,937 | 2025-03-31 | ||||||
| LIN | LINDE | 11,845 | +2,362 | +24.91% | $418.10 | 1.53% | 0.00% | 5,515,506 | 2025-03-31 | ||||||
| AMZN | AMAZON | 28,898 | +1,081 | +3.89% | $163.29 | 1.53% | 0.00% | 5,498,133 | 2025-03-31 | ||||||
| CP | CANADIAN PACIFIC KANSAS CITY | 76,957 | +22,914 | +42.40% | $80.86 | 1.50% | 0.01% | 5,403,151 | 2025-03-31 | ||||||
| CSGP | COSTAR GROUP | 66,356 | +6,683 | +11.20% | $79.10 | 1.46% | 0.02% | 5,257,386 | 2025-03-31 | ||||||
| APD | AIR PRODUCTS & CHEMICALS | 17,166 | +1,968 | +12.95% | $287.10 | 1.41% | 0.01% | 5,062,597 | 2025-03-31 | ||||||
| HEES | H&E EQUIPMENT SERVICES | 53,004 | +7,252 | +15.85% | $59.25 | 1.40% | 0.14% | 5,024,249 | 2025-03-31 | ||||||
| ZTS | ZOETIS | 29,980 | +3,948 | +15.17% | $165.36 | 1.37% | 0.01% | 4,936,207 | 2025-03-31 | ||||||
| HON | HONEYWELL INTERNATIONAL | 23,089 | +1,686 | +7.88% | $208.35 | 1.36% | 0.00% | 4,889,096 | 2025-03-31 | ||||||
| IDXX | IDEXX LABORATORIES | 11,301 | +1,727 | +18.04% | $437.28 | 1.32% | 0.01% | 4,745,855 | 2025-03-31 | ||||||
| BLK | BLACKROCK | 4,899 | +504 | +11.47% | $1,015.13 | 1.29% | 0.00% | 4,636,806 | 2025-03-31 | ||||||
| ESTC | ELASTIC NV | 51,384 | +4,410 | +9.39% | $114.10 | 1.27% | 0.05% | 4,578,314 | 2025-03-31 | ||||||
| DIS | WALT DISNEY | 45,170 | +3,021 | +7.17% | $137.05 | 1.24% | 0.00% | 4,458,279 | 2025-03-31 | ||||||
| TTD | TRADE DESK | 79,169 | +12,375 | +18.53% | $84.65 | 1.20% | 0.02% | 4,332,128 | 2025-03-31 | ||||||
| ESI | ELEMENT SOLUTIONS | 188,904 | +15,358 | +8.85% | $22.83 | 1.19% | 0.08% | 4,271,119 | 2025-03-31 | ||||||
| BLW | BLACKROCK LTD DURATION INCOME TRUST | 301,626 | +43,324 | +16.77% | $0.00 | 1.19% | 0.00% | 4,264,992 | 2025-03-31 | ||||||
| BA | BOEING | 24,056 | +2,492 | +11.56% | $202.33 | 1.14% | 0.00% | 4,102,751 | 2025-03-31 | ||||||
| STZ | CONSTELLATION BRANDS | 22,079 | +2,078 | +10.39% | $250.16 | 1.13% | 0.01% | 4,051,938 | 2025-03-31 | ||||||
| DEO | DIAGEO | 38,127 | +3,704 | +10.76% | $167.33 | 1.11% | 0.00% | 3,995,328 | 2025-03-31 | ||||||
| VEEV | VEEVA SYSTEMS | 17,219 | +1,525 | +9.72% | $252.91 | 1.11% | 0.01% | 3,988,437 | 2025-03-31 | ||||||
| DHR | DANAHER | 19,221 | +2,443 | +14.56% | $242.12 | 1.09% | 0.00% | 3,940,305 | 2025-03-31 | ||||||
| MC | MOELIS & | 66,893 | +8,107 | +13.79% | $56.29 | 1.08% | 0.09% | 3,903,875 | 2025-03-31 | ||||||
| PK | PARK HOTELS & RESORTS | 296,928 | +29,118 | +10.87% | $17.48 | 0.88% | 0.15% | 3,171,191 | 2025-03-31 | ||||||