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| Name: |
Blue Investment Partners LLC |
| City: |
ALAMO |
| State: |
CA |
| Zip: |
94507 |
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data |
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| Holdings
Found :
12 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BAC |
Bank of America Corp |
7 |
- |
$39.78 |
$7,602,000 |
200,479 |
3.96% |
852,000 |
0 |
0.002 |
Domestic Money Center... |
|
|
MSFT |
Microsoft Corp |
11 |
- |
$423.85 |
$5,621,000 |
13,361 |
2.92% |
597,000 |
0 |
0 |
Application Software |
|
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QQQ |
Invesco QQQ Trust Series I |
27 |
- |
$462.96 |
$846,000 |
1,906 |
0.44% |
65,000 |
0 |
0 |
Closed - End Fund - Debt |
|
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V |
Visa Inc |
28 |
- |
$278.67 |
$540,000 |
1,935 |
0.28% |
36,000 |
0 |
0 |
Business Services |
|
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GOOG |
Alphabet Inc |
29 |
- |
$175.95 |
$472,000 |
3,100 |
0.25% |
35,000 |
0 |
0 |
Search Engines & Info... |
|
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AVGO |
Broadcom Limited |
30 |
- |
$1,406.64 |
$412,000 |
311 |
0.21% |
65,000 |
0 |
0 |
Semiconductor- Broad... |
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COST |
Costco Wholesale Corp |
31 |
- |
$845.58 |
$411,000 |
561 |
0.21% |
41,000 |
0 |
0 |
Discount, Variety Stores |
|
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PEP |
Pepsico Inc |
32 |
- |
$171.04 |
$309,000 |
1,767 |
0.16% |
9,000 |
0 |
0 |
Beverage Soft Drinks... |
|
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ABBV |
Abbvie Inc. |
34 |
- |
$169.42 |
$284,000 |
1,561 |
0.15% |
42,000 |
0 |
0 |
Drug Manufacturers - ... |
|
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UNH |
Unitedhealth Group Inc |
35 |
- |
$490.69 |
$270,000 |
545 |
0.14% |
-17,000 |
0 |
0 |
Health Care Plans |
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BX |
Blackstone Group LP |
36 |
- |
$120.62 |
$258,000 |
1,967 |
0.13% |
0 |
0 |
0 |
Asset Management |
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SYK |
Stryker Corp |
37 |
- |
$349.33 |
$251,000 |
700 |
0.13% |
41,000 |
0 |
0 |
Medical Instruments &... |
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