Top 50 Blue Investment Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 13.91% | 193.3K | $39.7M | -0.10%(-192) | $147.09 | 2025-06-30 | |
| AMZN | AMAZON COM INC | 8.5% | 110.4K | $24.2M | -0.15%(-166) | $125.71 | 2025-06-30 | |
| USFR | WISDOMTREE TR | 6.59% | 373.5K | $18.8M | +35.92%(+98.70K) | $48.48 | 2025-06-30 | |
| SPY | SPDR S&P 500 ETF TR | 6.48% | 29.9K | $18.5M | -9.36%(-3.09K) | $424.13 | 2025-06-30 | |
| PYLD | PIMCO ETF TR | 5.88% | 631.9K | $16.8M | +7.08%(+41.76K) | $25.03 | 2025-06-30 | |
| IDEV | ISHARES TR | 5.29% | 198.5K | $15.1M | -21.07%(-52.97K) | $61.59 | 2025-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.88% | 88.1K | $13.9M | +0.00%(+0) | $118.90 | 2025-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 4.88% | 583.5K | $13.9M | -0.60%(-3.53K) | $20.47 | 2025-06-30 | |
| META | META PLATFORMS INC | 4.7% | 18.2K | $13.4M | +4.90%(+848) | $505.26 | 2025-06-30 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 4% | 189.7K | $11.4M | +5.96%(+10.66K) | $53.37 | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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