Blue Investment Partners

Blue Investment Partners as of March 31, 2024

Portfolio Holdings for Blue Investment Partners

Blue Investment Partners holds 38 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 19.4 $37M 217k 171.48
Amazon (AMZN) 9.4 $18M 100k 180.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.7 $17M 32k 523.07
Ishares Tr Core Msci Intl (IDEV) 6.7 $13M 191k 67.13
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 5.5 $11M 172k 61.05
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.7 $9.0M 53k 169.37
Bank of America Corporation (BAC) 4.0 $7.6M 201k 37.92
Alphabet Cap Stk Cl A (GOOGL) 3.0 $5.9M 39k 150.93
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 3.0 $5.8M 276k 21.15
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.0 $5.8M 115k 50.74
Microsoft Corporation (MSFT) 2.9 $5.6M 13k 420.72
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.9 $5.6M 59k 93.71
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.9 $5.6M 59k 94.62
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.9 $5.5M 21k 260.72
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 2.6 $4.9M 91k 54.24
Wisdomtree Tr Floatng Rat Trea (USFR) 2.3 $4.4M 87k 50.29
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.3 $4.3M 86k 50.17
Select Sector Spdr Tr Energy (XLE) 2.0 $3.9M 41k 94.41
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 2.0 $3.8M 72k 52.87
Meta Platforms Cl A (META) 1.9 $3.7M 7.5k 485.58
Ishares Gold Tr Ishares New (IAU) 1.7 $3.3M 78k 42.01
NVIDIA Corporation (NVDA) 1.3 $2.5M 2.8k 903.56
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 1.1 $2.0M 32k 63.17
Ishares Bitcoin Tr SHS (IBIT) 0.7 $1.3M 33k 40.47
Enovix Corp (ENVX) 0.5 $926k 116k 8.01
Coupang Cl A (CPNG) 0.4 $852k 48k 17.79
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $846k 1.9k 444.01
Visa Com Cl A (V) 0.3 $540k 1.9k 279.08
Alphabet Cap Stk Cl C (GOOG) 0.2 $472k 3.1k 152.26
Broadcom (AVGO) 0.2 $412k 311.00 1325.41
Costco Wholesale Corporation (COST) 0.2 $411k 561.00 732.63
Pepsi (PEP) 0.2 $309k 1.8k 175.01
JPMorgan Chase & Co. (JPM) 0.2 $289k 1.4k 200.30
Abbvie (ABBV) 0.1 $284k 1.6k 182.10
UnitedHealth (UNH) 0.1 $270k 545.00 494.70
Blackstone Group Inc Com Cl A (BX) 0.1 $258k 2.0k 131.37
Stryker Corporation (SYK) 0.1 $251k 700.00 357.87
Oracle Corporation (ORCL) 0.1 $245k 2.0k 125.61