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Blue Investment Partners Llc

Portfolio Manager
Blue Investment Partners Llc
Performance
0% (N/A)
AUM (13F)
$285.09M
# of Holdings
52
Performance Rank
N/A
Allocation (Top 20)
91.5%

Blue Investment Partners Llc Holdings Map

Top 50 Blue Investment Partners Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
13.91%193.3K$39.7M
-0.10%(-192)
2024-Q2: 191.6K shares2024-Q3: 192.8K shares2024-Q4: 194.0K shares2025-Q1: 193.5K shares2025-Q2: 193.3K shares
$147.09
2025-06-30
AMZN
AMAZON COM INC
8.5%110.4K$24.2M
-0.15%(-166)
2024-Q2: 100.0K shares2024-Q3: 109.3K shares2024-Q4: 110.3K shares2025-Q1: 110.6K shares2025-Q2: 110.4K shares
$125.71
2025-06-30
USFR
WISDOMTREE TR
6.59%373.5K$18.8M
+35.92%(+98.70K)
2024-Q2: 176.8K shares2024-Q3: 222.0K shares2024-Q4: 248.8K shares2025-Q1: 274.8K shares2025-Q2: 373.5K shares
$48.48
2025-06-30
SPY
SPDR S&P 500 ETF TR
6.48%29.9K$18.5M
-9.36%(-3.09K)
2024-Q2: 32.7K shares2024-Q3: 32.3K shares2024-Q4: 32.0K shares2025-Q1: 33.0K shares2025-Q2: 29.9K shares
$424.13
2025-06-30
PYLD
PIMCO ETF TR
5.88%631.9K$16.8M
+7.08%(+41.76K)
2024-Q2: 232.1K shares2024-Q3: 321.8K shares2024-Q4: 355.1K shares2025-Q1: 590.1K shares2025-Q2: 631.9K shares
$25.03
2025-06-30
IDEV
ISHARES TR
5.29%198.5K$15.1M
-21.07%(-52.97K)
2024-Q2: 181.3K shares2024-Q3: 181.4K shares2024-Q4: 184.1K shares2025-Q1: 251.4K shares2025-Q2: 198.5K shares
$61.59
2025-06-30
NVDA
NVIDIA CORPORATION
4.88%88.1K$13.9M
+0.00%(+0)
2024-Q2: 73.0K shares2024-Q3: 87.1K shares2024-Q4: 88.7K shares2025-Q1: 88.1K shares2025-Q2: 88.1K shares
$118.90
2025-06-30
SCHB
SCHWAB STRATEGIC TR
4.88%583.5K$13.9M
-0.60%(-3.53K)
2024-Q2: 177.7K shares2024-Q3: 187.5K shares2024-Q4: 570.9K shares2025-Q1: 587.0K shares2025-Q2: 583.5K shares
$20.47
2025-06-30
META
META PLATFORMS INC
4.7%18.2K$13.4M
+4.90%(+848)
2024-Q2: 7.5K shares2024-Q3: 8.4K shares2024-Q4: 15.6K shares2025-Q1: 17.3K shares2025-Q2: 18.2K shares
$505.26
2025-06-30
JQUA
J P MORGAN EXCHANGE TRADED F
4%189.7K$11.4M
+5.96%(+10.66K)
2024-Q2: 145.7K shares2024-Q3: 166.8K shares2024-Q4: 172.4K shares2025-Q1: 179.0K shares2025-Q2: 189.7K shares
$53.37
2025-06-30

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