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| Name: |
Blue Zone Wealth Advisors LLC |
| City: |
LOS ANGELES |
| State: |
CA |
| Zip: |
90049 |
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data |
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| Holdings
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10 |
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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 |
|
RELX |
RELX Plc (ADR) |
30 |
New |
$43.92 |
$4,401,000 |
101,652 |
1.51% |
4,401,000 |
101,652 |
0.005 |
Publishing |
|
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CP |
Canadian Pacific Railway Li... |
33 |
New |
$81.74 |
$4,160,000 |
47,178 |
1.43% |
4,160,000 |
47,178 |
0.005 |
Railroads |
|
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WST |
West Pharmaceutical Service... |
37 |
New |
$354.11 |
$3,841,000 |
9,707 |
1.32% |
3,841,000 |
9,707 |
0.013 |
Rubber & Plastics |
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MC |
Moelis & Co |
43 |
New |
$56.31 |
$3,213,000 |
56,595 |
1.1% |
3,213,000 |
56,595 |
0.077 |
N/A |
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DHR |
Danaher Corp |
45 |
New |
$264.84 |
$3,124,000 |
12,512 |
1.07% |
3,124,000 |
12,512 |
0.002 |
General Building Mate... |
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IVV |
iShares Core S&P 500 Etf |
75 |
New |
$531.23 |
$282,000 |
537 |
0.1% |
282,000 |
537 |
0 |
Closed - End Fund - E... |
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FTAI |
Fortress Transportation & I... |
81 |
New |
$78.70 |
$236,000 |
3,500 |
0.08% |
236,000 |
3,500 |
0.004 |
N/A |
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VOO |
Vanguard S&P 500 Etf |
82 |
New |
$485.97 |
$200,000 |
417 |
0.07% |
200,000 |
417 |
0 |
Closed - End Fund - E... |
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NVCT |
Nuvectis Pharma, Inc. |
83 |
New |
$0.00 |
$118,000 |
14,350 |
0.04% |
118,000 |
14,350 |
0.113 |
N/A |
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SLQT |
Selectquote, Inc. |
84 |
New |
$3.05 |
$92,000 |
46,133 |
0.03% |
92,000 |
46,133 |
0.028 |
N/A |
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