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Blue Investment Partners

Latest statistics and disclosures from Blue Investment Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, AMZN, SPY, SCHB, USFR, and represent 42.95% of Blue Investment Partners's stock portfolio.
Added to shares of these 10 stocks: SCHB (+$8.7M), JPIE (+$6.0M), META, JSI, CGMS, JBBB, USFR, PYLD, JAAA, JQUA.
Started 6 new stock positions in JPIE, BLK, BRK.B, TJX, JSI, Grayscale Bitcoin Mini Trust Etf.
Reduced shares in these 10 stocks: , IBIT, LLY, GBTC, Grayscale Bitcoin Mini Trust BTC, SPY, BX, ENVX, PEP, JEPQ.
Sold out of its positions in Grayscale Bitcoin Mini Trust BTC, LLY, VGLT.
Blue Investment Partners was a net buyer of stock by $27M.
Blue Investment Partners has $273M in assets under management (AUM), dropping by 12.33%.
Central Index Key (CIK): 0001958029

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Positions held by Blue Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Blue Investment Partners

Blue Investment Partners holds 52 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	17.8	$49M		194k	250.42	View chart
Amazon (AMZN)	8.9	$24M		110k	219.39	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	6.9	$19M		32k	586.08	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	4.8	$13M	+204%	571k	22.70	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	4.6	$13M	+12%	249k	50.32	View chart
NVIDIA Corporation (NVDA)	4.4	$12M		89k	134.29	View chart
Ishares Tr Core Msci Intl (IDEV)	4.4	$12M		184k	64.47	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	3.6	$9.9M	+3%	172k	57.27	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	3.5	$9.4M	+8%	186k	50.71	View chart
Pimco Etf Tr Multisector Bd (PYLD)	3.4	$9.2M	+10%	355k	25.92	View chart
Meta Platforms Cl A (META)	3.4	$9.1M	+86%	16k	585.51	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.3	$8.9M	+3%	51k	175.23	View chart
Bank of America Corporation (BAC)	3.2	$8.8M		201k	43.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.8	$7.6M		40k	189.30	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.4	$6.5M	+3%	67k	96.53	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.4	$6.5M		23k	280.06	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.2	$6.0M	NEW	132k	45.62	View chart
Microsoft Corporation (MSFT)	2.1	$5.8M	+3%	14k	421.51	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.8	$4.9M	+6%	102k	47.82	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	1.5	$4.1M	+3%	196k	21.07	View chart
Ishares Gold Tr Ishares New (IAU)	1.5	$4.0M	+3%	82k	49.51	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	1.4	$3.9M	+77%	80k	49.16	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	1.1	$3.1M	NEW	59k	51.81	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	1.0	$2.6M	+1223%	96k	27.28	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.9	$2.5M		31k	81.03	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$2.3M		5.7k	401.58	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.8	$2.2M	-8%	29k	74.02	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.7	$2.0M	-15%	38k	53.05	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.7	$2.0M		35k	56.38	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$1.5M	+4%	8.1k	190.44	View chart
Enovix Corp (ENVX)	0.4	$1.2M		111k	10.87	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.0M		2.0k	511.23	View chart
Broadcom (AVGO)	0.3	$721k		3.1k	231.84	View chart
Visa Com Cl A (V)	0.2	$612k		1.9k	316.04	View chart
Costco Wholesale Corporation (COST)	0.2	$538k	+4%	587.00	917.02	View chart
JPMorgan Chase & Co. (JPM)	0.2	$494k		2.1k	239.71	View chart
Abbvie (ABBV)	0.1	$366k	+32%	2.1k	177.74	View chart
Williams-Sonoma (WSM)	0.1	$364k		2.0k	185.18	View chart
Oracle Corporation (ORCL)	0.1	$325k		2.0k	166.64	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$301k	-11%	1.7k	172.42	View chart
UnitedHealth (UNH)	0.1	$276k		545.00	505.86	View chart
Grayscale Bitcoin Mini Tr Et Shs New	0.1	$265k	NEW	6.3k	41.87	View chart
Pepsi (PEP)	0.1	$261k	-2%	1.7k	152.10	View chart
Stryker Corporation (SYK)	0.1	$252k		700.00	360.05	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$226k		2.2k	101.53	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$224k	+12%	4.5k	50.14	View chart
S&p Global (SPGI)	0.1	$221k		443.00	498.03	View chart
Blackrock (BLK)	0.1	$207k	NEW	202.00	1025.11	View chart
Procter & Gamble Company (PG)	0.1	$204k		1.2k	167.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$202k	NEW	446.00	453.28	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$202k		1.1k	185.13	View chart
TJX Companies (TJX)	0.1	$201k	NEW	1.7k	120.81	View chart

Past Filings by Blue Investment Partners

SEC 13F filings are viewable for Blue Investment Partners going back to 2022

Blue Investment Partners 2024 Q4 filed Feb. 13, 2025
Blue Investment Partners 2024 Q3 filed Nov. 13, 2024
Blue Investment Partners 2024 Q2 filed Aug. 13, 2024
Blue Investment Partners 2024 Q1 filed May 13, 2024
Blue Investment Partners 2023 Q3 filed Nov. 13, 2023
Blue Investment Partners 2023 Q2 filed Aug. 14, 2023
Blue Investment Partners 2023 Q1 filed May 15, 2023
Blue Investment Partners 2022 Q4 filed Feb. 6, 2023
Blue Investment Partners 2022 Q4 restated filed Feb. 6, 2023

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