Blue Investment Partners

Blue Investment Partners as of June 30, 2025

Portfolio Holdings for Blue Investment Partners

Blue Investment Partners holds 52 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 13.9 $40M 193k 205.17
Amazon (AMZN) 8.5 $24M 110k 219.39
Wisdomtree Tr Floatng Rat Trea (USFR) 6.6 $19M 374k 50.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.5 $19M 30k 617.85
Pimco Etf Tr Multisector Bd (PYLD) 5.9 $17M 632k 26.54
Ishares Tr Core Msci Intl (IDEV) 5.3 $15M 199k 76.04
NVIDIA Corporation (NVDA) 4.9 $14M 88k 157.99
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 4.9 $14M 584k 23.83
Meta Platforms Cl A (META) 4.7 $13M 18k 738.09
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 4.0 $11M 190k 60.05
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.8 $11M 60k 181.74
J P Morgan Exchange Traded F Income Etf (JPIE) 3.6 $10M 222k 46.32
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.6 $10M 203k 50.75
Bank of America Corporation (BAC) 3.3 $9.5M 201k 47.32
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.2 $9.0M 158k 57.01
Microsoft Corporation (MSFT) 2.4 $6.9M 14k 497.42
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.9 $5.5M 70k 79.28
Ishares Gold Tr Ishares New (IAU) 1.9 $5.4M 86k 62.36
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.4 $3.9M 45k 88.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $3.6M 6.5k 551.64
Janus Detroit Str Tr Henderson Securi (JSI) 1.2 $3.4M 64k 52.62
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.1 $3.3M 12k 276.94
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $2.2M 7.1k 303.93
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.7 $2.0M 24k 84.83
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.7 $1.9M 32k 61.21
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $1.4M 66k 22.10
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.4M 7.7k 177.40
Alphabet Cap Stk Cl A (GOOGL) 0.3 $937k 5.3k 176.23
Broadcom (AVGO) 0.3 $857k 3.1k 275.65
Visa Com Cl A (V) 0.2 $687k 1.9k 355.05
JPMorgan Chase & Co. (JPM) 0.2 $598k 2.1k 289.91
Costco Wholesale Corporation (COST) 0.2 $582k 588.00 989.17
Oracle Corporation (ORCL) 0.1 $427k 2.0k 218.63
Abbvie (ABBV) 0.1 $383k 2.1k 185.66
Ishares Tr Core Msci Eafe (IEFA) 0.1 $326k 3.9k 83.48
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.1 $298k 6.2k 47.75
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $279k 5.4k 51.44
Stryker Corporation (SYK) 0.1 $277k 700.00 395.63
Blackstone Group Inc Com Cl A (BX) 0.1 $261k 1.7k 149.58
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $246k 5.0k 49.64
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $245k 2.2k 110.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $222k 390.00 568.03
Abbott Laboratories (ABT) 0.1 $218k 1.6k 136.01
Pepsi (PEP) 0.1 $218k 1.6k 132.04
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $217k 446.00 485.77
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $212k 1.1k 194.23
Blackrock (BLK) 0.1 $212k 202.00 1049.25
S&p Global (SPGI) 0.1 $209k 396.00 527.29
TJX Companies (TJX) 0.1 $205k 1.7k 123.49
Booking Holdings (BKNG) 0.1 $203k 35.00 5789.23
Metropcs Communications (TMUS) 0.1 $203k 850.00 238.26
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $202k 989.00 204.67