Blue Zone Wealth Advisors Portfolio
Invests via Blue Zone Wealth Advisors LLC | Managed by Blue Zone Wealth Advisors LLC
Invests via Blue Zone Wealth Advisors LLC
Managed by Blue Zone Wealth Advisors LLC
Automatically Tracked
Company Profile
Advises high-net-worth individuals and families on wealth planning, portfolio construction, retirement income and tax-aware strategies. Blue Zone Wealth Advisors combines discretionary portfolio management with financial planning, uses multi-asset solutions, ETFs and alternative sleeve allocations, and coordinates with tax and estate professionals. Revenue model blends AUM fees and planning retainers; client base is regional RIAs, business owners and retirees. Relevant for investors seeking integrated wealth oversight and transition planning.
Advises high-net-worth individuals and families on wealth planning, portfolio construction, retirement income and tax-aware strategies. Blue Zone Wealth Advisors combines discretionary portfolio management with financial planning, uses multi-asset solutions, ETFs and alternative sleeve allocations, and coordinates with tax and estate professionals. Revenue model blends AUM fees and planning retainers; client base is regional RIAs, business owners and retirees. Relevant for investors seeking integrated wealth oversight and transition planning.
Investment Philosophy & Strategy
Adopts a holistic, tax-aware wealth management philosophy that blends discretionary multi-asset portfolio construction with financial planning and retirement-income design. Emphasizes customized asset allocation using ETFs, active sleeves and alternatives to balance growth and capital preservation, with liability-aware glidepaths for business owners and retirees. Portfolio decisions prioritize downside protection, cash-flow sequencing and tax efficiency, coordinated with estate and tax advisors. Fee alignment combines AUM and retainer models to support long-term relationships and disciplined, goal-focused stewardship.
Adopts a holistic, tax-aware wealth management philosophy that blends discretionary multi-asset portfolio construction with financial planning and retirement-income design. Emphasizes customized asset allocation using ETFs, active sleeves and alternatives to balance growth and capital preservation, with liability-aware glidepaths for business owners and retirees. Portfolio decisions prioritize downside protection, cash-flow sequencing and tax efficiency, coordinated with estate and tax advisors. Fee alignment combines AUM and retainer models to support long-term relationships and disciplined, goal-focused stewardship.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
13.83%
Gain -0.97%
Monthly
9.52%
Yearly
197.86%
Drawdown
42.11%
$521.09M
Equity
Holdings
$521.09M
Investment
$424,862.49
$520.67M
Profit -$5.11M
Realized
$13,526.12
Unrealized
$520.66M
Dividends
$22.09M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Loss < 27% 2026
Today
Compared To Yesterday
Gain
-0.97%
Profit
-$5.11M
Win %
98%
This Week
Compared To Last Week
Gain
-1.29%
Profit
-$6.79M
Win %
98%
This Month
Compared to last month
Gain
-1.29%
Profit
-$6.79M
Win %
98%
This Year
Compared to last year
Gain
86,753.32%
Profit
$432.92M
Win %
88%
META Meta Platforms Inc Class A
+4.24%
+$534,530.1 
AMD Advanced Micro Devices, Inc.
+4.02%
+$218,359.84 
MRVL Marvell Technology, Inc.
+3.73%
+$258,468 
CBOE Cboe Global Markets Inc.
+3.45%
+$250,556.88 
WMT Walmart Inc.
+3.43%
+$12,660.44 
HRI Herc Holdings Inc.
+2.94%
+$152,055.41 
LRCX Lam Research Corporation
+2.78%
+$12,741 
TJX The TJX Companies, Inc.
+2.75%
+$6,425.37 
LIN Linde plc
+2.35%
+$152,116.36 
AMAT Applied Materials, Inc.
+2.19%
+$6,732.16 
IDXX IDEXX Laboratories, Inc.
+1.8%
+$105,214.47 
ZTS Zoetis Inc.
+1.55%
+$62,191.17 
WST West Pharmaceutical Services, Inc.
+1.37%
+$124,411.04 
ORLY O'Reilly Automotive Inc.
+1.36%
+$84,006 
XLE Energy Select Sector SPDR Fund
+1.35%
+$6,779.26 
VLO Valero Energy Corporation
+1.31%
+$3,405.18 
YUM Yum! Brands, Inc.
+1.3%
+$3,743.6 
CVX Chevron Corporation
+1.19%
+$2,793.27 
AZO AutoZone Inc.
+1.12%
+$87,839.33 
APD Air Products and Chemicals, Inc.
+1.07%
+$55,134.96 
SMH VanEck Semiconductor ETF
+0.91%
+$228,739 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$72,403.58 
COST Costco Wholesale Corporation
+0.79%
+$6,909.84 
SYK Stryker Corporation
+0.59%
+$32,294.4 
WMB The Williams Companies, Inc.
+0.52%
+$45,041.95 
KO The Coca-Cola Company
+0.48%
+$4,117.12 
PEP PepsiCo, Inc.
+0.38%
+$2,408.94 
JNJ Johnson & Johnson
+0.31%
+$1,164.1 
STE STERIS plc
+0.25%
+$648.96 
FCAL First Trust California Municipal Fund
+0.04%
+$137.6 
VTV Vanguard Value ETF
+0.01%
+$28.17 
TSLA Tesla, Inc.
0%
+$180.05 
BAM
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
QQQN VictoryShares Nasdaq Next 50 ETF
0%
$0 
TRX
0%
$0 
THM International Tower Hill Mines Ltd.
-6.25%
-$3,795 
SILJ Amplify Junior Silver Miners ETF
-5.24%
-$16,244.58 
U Unity Software Inc.
-5.05%
-$205,748.27 
CRM Salesforce Inc
-5.04%
-$390,430.46 
ACN Accenture plc Class A
-4.71%
-$11,326.2 
GDXJ VanEck Junior Gold Miners ETF
-4.41%
-$9,075.36 
AEM Agnico Eagle Mines Limited
-4.08%
-$13,114.14 
BX Blackstone Inc.
-4.01%
-$255,776.63 
BN Brookfield Corporation
-3.74%
-$440,207.13 
NVDA NVIDIA Corporation
-3.55%
-$845,642.16 
EFX Equifax Inc.
-3.4%
-$198,346.87 
AXP American Express Company
-3.33%
-$221,896.4 
BA Boeing Company
-3.24%
-$178,583.55 
MSFT Microsoft Corp.
-3.11%
-$827,343.44 
MC Moelis & Company
-3.08%
-$171,524.64 
CRWD CrowdStrike Holdings, Inc.
-2.77%
-$347,820.66 
BABA Alibaba Group Holding Limited SP ADR
-2.69%
-$178,133.12 
RACE Ferrari N.V.
-2.63%
-$37,714.81 
SLV iShares Silver Trust
-2.61%
-$11,928 
BRO Brown & Brown Inc.
-2.58%
-$7,008 
AMZN Amazon.com Inc
-2.53%
-$1.01M 
VEEV Veeva Systems Inc.
-2.43%
-$84,582 
NFLX Netflix, Inc.
-2.17%
-$6,353.1 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-2.15%
-$23,255.75 
PRTS CarParts.com, Inc.
-2.06%
-$77.38 
CEG Constellation Energy Corporation
-1.98%
-$4,960.97 
DIS The Walt Disney Company
-1.92%
-$6,027.56 
NEM Newmont Corporation
-1.84%
-$3,898.86 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-1.77%
-$13,947.48 
CMG Chipotle Mexican Grill, Inc.
-1.76%
-$8,961 
TMO Thermo Fisher Scientific Inc.
-1.66%
-$103,105.12 
CPRT Copart Inc.
-1.65%
-$66,597.84 
AAPL Apple Inc.
-1.58%
-$519,240.74 
LHX L3Harris Technologies, Inc.
-1.52%
-$4,032.6 
EPI WisdomTree India Earnings Fund
-1.41%
-$5,284.79 
RELX Relx PLC Sponsored ADR
-1.41%
-$63,381.85 
IEMG iShares Core MSCI Emerging Markets ETF
-1.34%
-$11,720.8 
NEE NextEra Energy, Inc.
-1.24%
-$70,653.16 
VUG Vanguard Growth ETF
-1.22%
-$40,398.6 
PNC The PNC Financial Services Group, Inc.
-1.21%
-$2,680 
SPGI S&P Global Inc.
-1.2%
-$67,217.8 
MA Mastercard Incorporated
-1.2%
-$3,212.39 
V Visa Inc. Class A
-1.16%
-$104,287.52 
CP Canadian Pacific Kansas City Limited
-1.15%
-$79,653.6 
MCO Moody's Corporation
-1.14%
-$79,033.32 
EMXC iShares MSCI Emerging Markets ex China ETF
-1%
-$11,508.64 
XLK State Street Technology Select Sector SPDR ETF
-1%
-$53,735.22 
AAAU Goldman Sachs Physical Gold ETF
-0.99%
-$5,654 
GLD SPDR Gold Shares
-0.99%
-$6,237.25 
DSI iShares MSCI KLD 400 Social ETF
-0.98%
-$4,296.92 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.96%
-$163,314.24 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.96%
-$3,162.51 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.91%
-$11,452.32 
SCHF Schwab International Equity ETF
-0.91%
-$13,152.65 
RTX RTX Corporation
-0.91%
-$1,932.35 
IJR iShares Core S&P Small-Cap ETF
-0.9%
-$2,979.9 
ESGV Vanguard ESG U.S. Stock ETF
-0.88%
-$3,430.77 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
-0.86%
-$2,102.16 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.85%
-$35,453.6 
EFA iShares MSCI EAFE ETF
-0.84%
-$15,517.59 
IEFA iShares Core MSCI EAFE ETF
-0.81%
-$7,964 
GOOGL Alphabet Inc
-0.79%
-$269,600.76 
EFV iShares MSCI EAFE Value ETF
-0.79%
-$10,026.02 
CSGP CoStar Group, Inc.
-0.77%
-$18,581.68 
BLW BlackRock Limited Duration Income Trust
-0.77%
-$16,640.74 
CGGR Capital Group Growth ETF
-0.77%
-$5,925.77 
GOOG Alphabet Inc
-0.76%
-$74,487.06 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$18,485.12 
IVV iShares Core S&P 500 ETF
-0.71%
-$2,775.33 
VOO Vanguard S&P 500 ETF
-0.71%
-$13,097.7 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.69%
-$1,789.94 
USMV iShares MSCI USA Min Vol Factor ETF
-0.68%
-$2,663.76 
VB Vanguard Small-Cap ETF
-0.65%
-$2,471.54 
QTUM Defiance Quantum ETF
-0.59%
-$2,692 
ESI Element Solutions Inc.
-0.56%
-$44,192.88 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.56%
-$1,786 
MKL Markel Group Inc.
-0.55%
-$1,194.27 
SNAP Snap Inc.
-0.52%
-$2,636.43 
AVGO Broadcom Inc.
-0.49%
-$4,408.56 
VFLO VictoryShares Free Cash Flow ETF
-0.44%
-$1,121.19 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
-0.4%
-$2,299.25 
RSP Invesco S&P 500 Equal Weight ETF
-0.4%
-$2,116.5 
IVE ISHARES S&P 500 VALUE ETF
-0.38%
-$5,800.29 
DGRO iShares Core Dividend Growth ETF
-0.3%
-$1,012.5 
PG Procter & Gamble Co
-0.26%
-$1,545.49 
UNH UnitedHealth Group Incorporated
-0.25%
-$26,552.5 
IWR iShares Russell Mid-Cap ETF
-0.24%
-$920.66 
VIG Vanguard Dividend Appreciation ETF
-0.22%
-$1,792.44 
FPE First Trust Preferred Securities and Income ETF
-0.19%
-$401.62 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.18%
-$829.8 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.18%
-$837.41 
BAC Bank of America Corporation
-0.11%
-$1,067.82 
QUAL iShares MSCI USA Quality Factor ETF
-0.07%
-$789 
MDY SPDR S&P MidCap 400 ETF Trust
-0.06%
-$754.4 Events
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Dividends
Dividend Analysis
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| Trades 2001 | Longs Won 1486/2001 74% | Profit Factor 10,807.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.22M |
| Average Win $350,419.21 | Best Trade (Jun 03) $25.51M | Sharpe Ratio -0.83 |
| Average Loss -$93.56 | Worst Trade (Dec 30) -$5,774.27 | Z-Score 28.76 (100%) |
| Commissions $0 | Avg. Trade Length 1y 12m 3d | Expectancy $260,207.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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