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  Name: Blue Investment Partners LLC
  City: ALAMO
  State: CA
  Zip: 94507
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $153,344,000
  Total Value Change : $27,637,000
  Securities Held Change : 5
   
All Securities Held : 33
  New Positions : 6
  Closed Positions : 2
  Increased Positions : 12
  Unchanged Positions : 9
  Decreased Positions : 6

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Holdings Found : 9     View All Holdings Currently Viewing:  Unchanged 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
   (BAC)1 Year Chart         BAC Bank of America Corp 7 - $39.29 $6,750,000 200,479 4.4% 1,261,000 0 0.002    Domestic Money Center...
   (V)1 Year Chart         V Visa Inc 23 - $280.10 $504,000 1,935 0.33% 59,000 0 0    Business Services
   (GOOG)1 Year Chart         GOOG Alphabet Inc 24 - $177.29 $437,000 3,100 0.28% 28,000 0 0    Search Engines & Info...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 25 - $924.79 $396,000 799 0.26% 48,000 0 0    Semiconductor - Speci...
   (COST)1 Year Chart         COST Costco Wholesale Corp 26 - $795.81 $370,000 561 0.24% 53,000 0 0    Discount, Variety Stores
   (AVGO)1 Year Chart         AVGO Broadcom Limited 27 - $1,395.29 $347,000 311 0.23% 89,000 0 0    Semiconductor- Broad...
   (PEP)1 Year Chart         PEP Pepsico Inc 28 - $182.19 $300,000 1,767 0.2% 1,000 0 0    Beverage Soft Drinks...
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 29 - $524.63 $287,000 545 0.19% 12,000 0 0    Health Care Plans
   (BX)1 Year Chart         BX Blackstone Group LP 30 - $120.62 $258,000 1,967 0.17% 47,000 0 0    Asset Management

      9 Records Found
  1    
Page 1 of 1
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