Blue Zone Wealth Advisors, LLC
Blue Zone Wealth Advisors, LLC latest Q4_2020 13F filings reported $206,598,000 in market value on this 2021-01-22 report date . The portfolio quarterly return is 16.59%. This fund has 74 securities concentrations of 100% weights.
Blue Zone Wealth Advisors, LLC largest holding is INVESCO QQQ TR UNIT SER1 with weight of 13.53% and $27,951,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|