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CIK: 0001958029
Total reported value
$285.1M
$285.1M
49 檔
40.5%
During the Q1 2025 filing period, Blue Investment Partners LLC (CIK: 0001958029) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $285.1M across 49 reported positions.
During Q1 2025, Blue Investment Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 16.18% | — | -0.23% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.92% | — | +0.23% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.94% | — | +2.97% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 6.52% | — | +36.56% | |
| 5 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 5.85% | — | +66.18% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 5.21% | — | +10.46% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.76% | — | +2.82% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.85% | — | +15.73% | |
| 9 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 3.81% | — | +3.88% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.76% | — | +11.04% | |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.69% | — | +3.75% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 3.60% | — | -0.63% | |
| 13 | BAC | Bank Of America CORP | Stock-Financials | 3.15% | — | — | |
| 14 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.90% | — | +26.75% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.23% | — | -3.87% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.19% | — | -0.57% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.18% | — | -0.57% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.96% | — | +0.26% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.95% | — | -0.21% | |
| 20 | IAU | Ishares Gold Trust | ETF-Commodities | 1.86% | — | +2.43% | |
| 21 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.51% | — | +53.86% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.48% | — | — | |
| 23 | JSI | Jh Securitized Income ETF | ETF-Other | 1.23% | — | +5.48% | |
| 24 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.71% | — | +2.50% | |
| 25 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.58% | — | -19.61% | |
| 26 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.55% | — | -18.68% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | — | +0.63% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | — | — | |
| 29 | ENVX | Enovix CORP | Stock-Other | 0.31% | — | — | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.26% | — | — | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.21% | — | +0.17% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.20% | — | — | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | — | — | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.16% | — | — | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.10% | — | — | |
| 36 | SYK | Stryker CORP | Stock-Healthcare | 0.10% | — | — | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.09% | — | -3.91% | |
| 38 | BX | Blackstone Inc | Stock-Financials | 0.09% | — | — | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.09% | — | -16.51% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | — | — | |
| 41 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 0.09% | — | -1.17% | |
| 42 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.09% | — | — | |
| 43 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.08% | — | +0.69% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.08% | — | — | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.08% | — | — | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.08% | — | — | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.08% | — | — | |
| 48 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.08% | — | — | |
| 49 | SPGI | S&p Global Inc | Stock-Financials | 0.08% | — | -10.61% |
According to official SEC Form 13F filings, Blue Investment Partners LLC reported a total U.S. public equity portfolio value of $285.1M across 49 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, SPY) accounted for 40.5% of total reported equity market value during Q1 2025.
During Q1 2025, Blue Investment Partners LLC's top holdings by market value included AAPL (16.2%)、AMZN (7.9%)、SPY (6.9%). The largest single position, AAPL, represented 16.2% of total portfolio value.
In Q1 2025, Blue Investment Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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