StockDriftsStockDriftsTop 50 Blue Zone Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 6.88% | 58.6K | $33.8M | +19.49%(+9.55K) | $331.15(+115.19%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 6.56% | 154.7K | $32.2M | +33.55%(+38.86K) | $203.81(+19.07%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.52% | 94.3K | $27.1M | +27.43%(+20.29K) | $139.83(+157.39%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.38% | 104.3K | $26.5M | +39.08%(+29.30K) | $172.85(+78.55%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.54% | 60.3K | $22.3M | +51.48%(+20.49K) | $393.05(-0.65%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.79% | 106.8K | $18.6M | -1.37%(-1.49K) | $156.25(+24.69%) | 2026-03-31 | |
| SMH | VANECK ETF TRUST | 3.11% | 39.9K | $15.3M | +2058.72%(+38.00K) | $370.50(+59.86%) | 2026-03-31 | |
| IVW | ISHARES TR | 2.76% | 120.1K | $13.6M | +2.18%(+2.56K) | $62.52(+116.60%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.45% | 21.1K | $12.1M | +57.82%(+7.72K) | $610.76(-4.56%) | 2026-03-31 | |
| BN | BROOKFIELD CORP | 2.13% | 258.2K | $10.4M | +7.08%(+17.07K) | $24.80(+75.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.52% | +31.35% |
| Top 20 Holdings Unweighted | +7.36% | +23.75% |
Sign up free to track Blue Zone Wealth Advisors, LLC, compare funds side by side, and get alerts the moment positions change.