Blue Investment Partners LLC — 13F holdings
Blue Investment Partners LLC reported 52 holdings worth $285M in its 13F filing for Q2 2025, filed August 6, 2025.
Largest positions
- AAPL APPLE INC — $39.7M (13.9%)
- AMZN AMAZON COM INC — $24.2M (8.5%)
- USFR WISDOMTREE TR — $18.8M (6.6%)
- SPY SPDR S&P 500 ETF TR — $18.5M (6.5%)
- PYLD PIMCO ETF TR — $16.8M (5.9%)
- IDEV ISHARES TR — $15.1M (5.3%)
- NVDA NVIDIA CORPORATION — $13.9M (4.9%)
- SCHB SCHWAB STRATEGIC TR — $13.9M (4.9%)
- META META PLATFORMS INC — $13.4M (4.7%)
- JQUA J P MORGAN EXCHANGE TRADED F — $11.4M (4.0%)