Blue Investment Partners

Blue Investment Partners as of Dec. 31, 2024

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