Blue Investment Partners

Blue Investment Partners as of March 31, 2025

Portfolio Holdings for Blue Investment Partners

Blue Investment Partners holds 49 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 16.2 $43M 194k 222.13
Amazon (AMZN) 7.9 $21M 111k 190.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.9 $18M 33k 559.39
Ishares Tr Core Msci Intl (IDEV) 6.5 $17M 251k 68.89
Pimco Etf Tr Multisector Bd (PYLD) 5.9 $16M 590k 26.35
Wisdomtree Tr Floatng Rat Trea (USFR) 5.2 $14M 275k 50.33
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 4.8 $13M 587k 21.53
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.8 $10M 59k 173.23
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 3.8 $10M 179k 56.47
Meta Platforms Cl A (META) 3.8 $10M 17k 576.36
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.7 $9.8M 193k 50.71
NVIDIA Corporation (NVDA) 3.6 $9.6M 88k 108.38
Bank of America Corporation (BAC) 3.1 $8.4M 201k 41.73
J P Morgan Exchange Traded F Income Etf (JPIE) 2.9 $7.7M 167k 46.07
Alphabet Cap Stk Cl A (GOOGL) 2.2 $5.9M 38k 154.64
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.2 $5.8M 67k 87.17
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.2 $5.8M 23k 251.77
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.0 $5.2M 102k 50.83
Microsoft Corporation (MSFT) 2.0 $5.2M 14k 375.40
Ishares Gold Tr Ishares New (IAU) 1.9 $4.9M 84k 58.96
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.5 $4.0M 147k 27.30
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.5 $3.9M 43k 91.03
Janus Detroit Str Tr Henderson Securi (JSI) 1.2 $3.3M 62k 52.35
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.7 $1.9M 36k 51.78
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.6 $1.5M 24k 65.17
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.5 $1.5M 31k 46.81
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.3M 8.2k 156.23
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $941k 2.0k 468.92
Enovix Corp (ENVX) 0.3 $811k 111k 7.34
Visa Com Cl A (V) 0.3 $678k 1.9k 350.46
Costco Wholesale Corporation (COST) 0.2 $556k 588.00 944.99
Broadcom (AVGO) 0.2 $521k 3.1k 167.43
JPMorgan Chase & Co. (JPM) 0.2 $506k 2.1k 245.30
Abbvie (ABBV) 0.2 $432k 2.1k 209.57
Oracle Corporation (ORCL) 0.1 $273k 2.0k 139.81
Stryker Corporation (SYK) 0.1 $261k 700.00 372.25
Pepsi (PEP) 0.1 $247k 1.6k 149.94
Blackstone Group Inc Com Cl A (BX) 0.1 $244k 1.7k 139.78
UnitedHealth (UNH) 0.1 $238k 455.00 523.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $238k 446.00 532.58
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.1 $228k 6.2k 36.49
Metropcs Communications (TMUS) 0.1 $227k 850.00 266.71
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $225k 4.5k 50.00
Abbott Laboratories (ABT) 0.1 $212k 1.6k 132.65
Procter & Gamble Company (PG) 0.1 $208k 1.2k 170.42
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $207k 2.2k 92.83
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $206k 1.1k 188.16
TJX Companies (TJX) 0.1 $202k 1.7k 121.80
S&p Global (SPGI) 0.1 $201k 396.00 508.10