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  Name: Blue Zone Wealth Advisors LLC
  City: LOS ANGELES
  State: CA
  Zip: 90049
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $290,870,000
  Total Value Change : $40,301,000
  Securities Held Change : 5
   
All Securities Held : 87
  New Positions : 10
  Closed Positions : 5
  Increased Positions : 48
  Unchanged Positions : 10
  Decreased Positions : 19

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 91 Closed $146.20 $0 0 0% -729,000 -5,344 0    Closed - End Fund - E...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 90 Closed $163.36 $0 0 0% -254,000 -1,700 0    Closed - End Fund - E...
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 89 Closed $556.17 $0 0 0% -203,000 -400 0    Closed - End Fund - E...
   (MESO)1 Year Chart         MESO Mesoblast Ltd 88 Closed $7.20 $0 0 0% -11,000 -10,000 0    N/A
   (SILJ)1 Year Chart         SILJ Amplify Junior Silver Miner... 92 Closed $12.15 $0 0 0% -134,000 -13,386 0    N/A

      5 Records Found
  1    
Page 1 of 1
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