Blue Investment Partners LLC

CIK: 0001958029SEC EDGAR →

Portfolio Value

$285.1M

Holdings

52

As of

Q2 2025

New Positions

9

Closed Positions

6

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLE INC

193,343$39.7M
13.91%
2

AMAZON COM INC

110,401$24.2M
8.50%
3

WISDOMTREE TR

373,482$18.8M
6.59%
4

SPDR S&P 500 ETF TR

29,890$18.5M
6.48%
5

PIMCO ETF TR

631,855$16.8M
5.88%
6

ISHARES TR

198,466$15.1M
5.29%
7

NVIDIA CORPORATION

88,121$13.9M
4.88%
8

SCHWAB STRATEGIC TR

583,483$13.9M
4.88%
9

META PLATFORMS INC

18,168$13.4M
4.70%
10

J P MORGAN EXCHANGE TRADED F

189,710$11.4M
4.00%

Quarterly Changes

Top Buys

AVDVNEW
$5.5M
USFR↑ Increased
$5.0M
VEA↑ Increased
$3.8M
META↑ Increased
$3.4M
NDQ↑ Increased
$2.6M

Top Sells

AVUVCLOSED
$5.8M
GOOGL↓ Decreased
$5.0M
CGMSCLOSED
$4.0M
AAPL↓ Decreased
$3.3M
AMZN↓ Decreased
$3.2M

New Positions (9)

$5.5M · 70K shares
$2.2M · 7K shares
$1.4M · 66K shares
$326K · 4K shares
$279K · 5K shares
$222K · 390 shares
$212K · 202 shares
$203K · 35 shares
$202K · 989 shares

Closed Positions (6)

$5.8M · 67K shares
$4.0M · 147K shares
$1.9M · 36K shares
$811K · 110K shares
$238K · 455 shares
$208K · 1K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services29$169.4M59.4%
Technology7$64.0M22.5%
Consumer Cyclical3$24.6M8.6%
Communication Services4$15.9M5.6%
Unknown4$9.5M3.3%
Healthcare3$877K0.3%
Consumer Defensive2$799K0.3%