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Blue Zone Wealth Advisors, LLC

All holdings · as of Dec 31, 2025

136 positions

CompanyClassValue ↓Shares% of portfolio
INVESCO QQQ TR—$30.11M49,0175.8%
Amazon.com Inc—$26.74M115,8375.1%
Alphabet Inc.—$23.15M73,9764.4%
Apple Inc.—$20.38M74,9693.9%
NVIDIA Corp—$20.19M108,2583.9%
MICROSOFT CORP—$19.25M39,8083.7%
ISHARES TR—$14.49M117,5232.8%
BROOKFIELD CORP—$11.06M241,1192.1%
Salesforce Inc—$10.16M38,3471.9%
BROOKFIELD ASSET MANAGMT LTD—$9.49M181,0491.8%
Visa Inc—$8.88M25,3271.7%
Williams Cos Inc/The—$8.87M147,5041.7%
UNITEDHEALTH GROUP INC—$8.84M26,7681.7%
Meta Platforms Inc—$8.82M13,3611.7%
AUTOZONE INC—$8.75M2,5801.7%
Warren E. Buffett—$8.70M17,3131.7%
Alphabet Inc.—$8.62M27,4551.6%
Blackstone Inc—$8.55M55,4571.6%
AMERICAN EXPRESS CO—$8.33M22,5111.6%
Markel Group Inc—$8.23M3,8291.6%
West Pharmaceutical Services Inc—$8.05M29,2481.5%
IDEXX LABORATORIES INC /DE—$7.89M11,6671.5%
Moody's Corp—$7.81M15,2931.5%
THERMO FISHER SCIENTIFIC INC.—$7.61M13,1381.5%
CrowdStrike Holdings, Inc.—$7.52M16,0371.4%
Alibaba Group Holding LtdBABAADR$7.35M50,1731.4%
STERIS plc—$7.11M28,0351.4%
EQUIFAX INC—$7.10M32,7441.4%
STRYKER CORP—$6.97M19,8391.3%
S&P Global Inc.—$6.87M13,1451.3%
Zoetis Inc.—$6.56M52,1101.3%
Cboe Global Markets Inc—$6.54M26,0421.3%
O REILLY AUTOMOTIVE INC—$6.53M71,6371.2%
CANADIAN PACIFIC KANSAS CITY—$6.04M82,0041.2%
LINDE PLC—$5.79M13,5821.1%
Moelis & Co—$5.67M82,5401.1%
BlackRock, Inc.—$5.64M5,2721.1%
The Boeing Company—$5.57M25,6461.1%
Walt Disney Co—$5.27M46,2971.0%
RELX PLC—$5.25M129,9701.0%
INDEPENDENCE REALTY TRUST, INC.—$5.24M299,8111.0%
DANAHER CORP /DE—$5.20M22,7121.0%
Element Solutions Inc—$5.12M204,7341.0%
Copart Inc—$5.11M130,3991.0%
Tesla Inc—$5.09M11,3091.0%
CoStar Group Inc—$4.81M71,5560.9%
Air Products & Chemicals, Inc.—$4.58M18,5440.9%
Elastic N.V.—$4.42M58,5420.8%
VEEVA SYSTEMS INC—$4.09M18,3310.8%
SELECT SECTOR SPDR TR—$3.90M27,1160.7%
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