The Analysis of Blue Investment Partners LLC's Holdings
Currently, Blue Investment Partners LLC holds 52 types of securities in its portfolio with a total value $285.1M. In the most recent quarter, they have increased their positions in AVDV (+70.0K shares, valued at $5.5M), USFR (+98.7K shares, valued at $5.0M), VEA (+55.5K shares, valued at $3.2M); decreased their positions in GOOGL (-33.1K shares, valued at $5.8M), IDEV (-53.0K shares, valued at $4.0M), VBK (-11.2K shares, valued at $3.1M); initiated new positions in AVDV (+70.0K shares, valued at $5.5M), VTI (+7.1K shares, valued at $2.2M), SCHF (+65.5K shares, valued at $1.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC193.3K shares-0.10%2025-06-302025-08-06
AMZN AMAZON COM INC110.4K shares-0.15%2025-06-302025-08-06 USFR WISDOMTREE TR373.5K shares35.92%2025-06-302025-08-06 SPY SPDR S&P 500 ETF TR29.9K shares-9.36%2025-06-302025-08-06 PYLD PIMCO ETF TR631.9K shares7.08%2025-06-302025-08-06 IDEV ISHARES TR198.5K shares-21.07%2025-06-302025-08-06 NVDA NVIDIA CORPORATION88.1K shares0.00%2025-06-302025-08-06 SCHB SCHWAB STRATEGIC TR583.5K shares-0.60%2025-06-302025-08-06 META META PLATFORMS INC18.2K shares4.90%2025-06-302025-08-06 JQUA J P MORGAN EXCHANGE TRADED F189.7K shares5.96%2025-06-302025-08-06 RSP INVESCO EXCHANGE TRADED FD T59.7K shares1.13%2025-06-302025-08-06 JPIE J P MORGAN EXCHANGE TRADED F222.3K shares32.76%2025-06-302025-08-06 JAAA JANUS DETROIT STR TR202.8K shares4.98%2025-06-302025-08-06 BAC BANK AMERICA CORP200.5K shares0.00%2025-06-302025-08-06 VEA VANGUARD TAX-MANAGED FDS157.9K shares54.14%2025-06-302025-08-06 MSFT MICROSOFT CORP13.8K shares0.01%2025-06-302025-08-06 AVDV AMERICAN CENTY ETF TR70.0K sharesnew addition2025-06-302025-08-06 IAU ISHARES GOLD TR86.1K shares2.89%2025-06-302025-08-06 TLT ISHARES TR44.5K shares3.23%2025-06-302025-08-06 QQQ INVESCO QQQ TR6.5K shares222.23%2025-06-302025-08-06 JSI JANUS DETROIT STR TR63.9K shares2.56%2025-06-302025-08-06 VBK VANGUARD INDEX FDS11.8K shares-48.82%2025-06-302025-08-06 VTI VANGUARD INDEX FDS7.1K sharesnew addition2025-06-302025-08-06 GBTC GRAYSCALE BITCOIN TRUST ETF23.6K shares0.00%2025-06-302025-08-06 IBIT ISHARES BITCOIN TRUST ETF31.5K shares1.50%2025-06-302025-08-06 SCHF SCHWAB STRATEGIC TR65.5K sharesnew addition2025-06-302025-08-06 GOOG ALPHABET INC7.7K shares-5.72%2025-06-302025-08-06 GOOGL ALPHABET INC5.3K shares-86.15%2025-06-302025-08-06 AVGO BROADCOM INC3.1K shares0.00%2025-06-302025-08-06 V VISA INC1.9K shares0.00%2025-06-302025-08-06 JPM JPMORGAN CHASE & CO.2.1K shares0.00%2025-06-302025-08-06 COST COSTCO WHSL CORP NEW588 shares0.00%2025-06-302025-08-06 ORCL ORACLE CORP2.0K shares0.00%2025-06-302025-08-06 ABBV ABBVIE INC2.1K shares0.00%2025-06-302025-08-06 IEFA ISHARES TR3.9K sharesnew addition2025-06-302025-08-06 BTC GRAYSCALE BITCOIN MINI TR ET6.2K shares0.00%2025-06-302025-08-06 USIG ISHARES TR5.4K sharesnew addition2025-06-302025-08-06 SYK STRYKER CORPORATION700 shares0.00%2025-06-302025-08-06 BX BLACKSTONE INC1.7K shares0.00%2025-06-302025-08-06 JMUB J P MORGAN EXCHANGE TRADED F5.0K shares10.02%2025-06-302025-08-06 IVW ISHARES TR2.2K shares0.00%2025-06-302025-08-06 VOO VANGUARD INDEX FDS390 sharesnew addition2025-06-302025-08-06 ABT ABBOTT LABS1.6K shares0.00%2025-06-302025-08-06 PEP PEPSICO INC1.6K shares0.00%2025-06-302025-08-06 BRK.B BERKSHIRE HATHAWAY INC DEL446 shares0.00%2025-06-302025-08-06 IWD ISHARES TR1.1K shares0.00%2025-06-302025-08-06 BLK BLACKROCK INC202 sharesnew addition2025-06-302025-08-06 SPGI S&P GLOBAL INC396 shares0.00%2025-06-302025-08-06 TJX TJX COS INC NEW1.7K shares0.00%2025-06-302025-08-06 BKNG BOOKING HOLDINGS INC35 sharesnew addition2025-06-302025-08-06 TMUS T-MOBILE US INC850 shares0.00%2025-06-302025-08-06 VIG VANGUARD SPECIALIZED FUNDS989 sharesnew addition2025-06-302025-08-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available