Long-term investor
Blue Zone Wealth Advisors, LLC @bluezonewealthadvisorsll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001803106).
Record
- Tracked since 2025-06-30 (441 days), 110 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +4.4% · all +4.4%
- Max drawdown n/a · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 7.5% · long · since 2025-06-30
- AMZN · 7.2% · long · since 2025-06-30
- GOOGL · 5.9% · long · since 2025-06-30
- SMH · 5.8% · long · since 2026-03-31
- AAPL · 5.3% · long · since 2025-06-30
- NVDA · 4.5% · long · since 2025-06-30
- MSFT · 4.0% · long · since 2025-06-30
- META · 3.1% · long · since 2025-06-30
- IVW · 2.9% · long · since 2025-06-30
- CRWD · 2.1% · long · since 2025-06-30
- UNH · 2.0% · long · since 2025-06-30
- BN · 1.9% · long · since 2025-06-30