Skip to content
Disclosery

13F-HR filed by Blue Investment Partners LLC

Blue Investment Partners LLC filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-05-13, with 38 holding rows worth $192,172,356.

Accession
0001754960-24-000209
Filer
CIK 1958029
Filed
2024-05-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2024

A holdings report, 38 entries on the cover page, a total value of $192,172,356 stated on the cover page (in dollars after the unit check, H1), rows summing to $192,172,356 with VALUE read as dollars as filed, 13F file number 028-22817. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Apple Inc037833100COM216,944$37,201,542dollars as filed
Amazon.com, Inc023135106COM99,840$18,009,139dollars as filed
SPY78462F103SHS32,083$16,781,655dollars as filed
ISHARES TR46435G326CORE MSCI INTL191,205$12,835,592dollars as filed
Schwab U.S. Broad Market ETF808524102SHS171,596$10,475,936dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM53,189$9,008,621dollars as filed
Bank of America Corp060505104COM200,479$7,602,164dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM38,798$5,855,782dollars as filed
INVESCO EXCH TRADED FD TR II46138G508SR LN ETF275,535$5,827,573dollars as filed
JANUS DETROIT STR TR47103U845HENDRSON AAA CL114,682$5,818,981dollars as filed
Microsoft Corp594918104COM13,361$5,621,240dollars as filed
Avantis US Small Cap Value ETF025072877SHS59,353$5,561,970dollars as filed
ISHARES TR46428743220 YR TR BD ETF58,733$5,557,316dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS21,258$5,542,386dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM90,756$4,922,582dollars as filed
WISDOMTREE TR97717Y527FLOATNG RAT TREA86,942$4,372,301dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS86,228$4,326,059dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS40,880$3,859,481dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q761US QUALTY FCTR71,493$3,779,835dollars as filed
META PLATFORMS INC CL A30303M102COM7,545$3,663,701dollars as filed
iShares Gold Trust464285204COM78,022$3,277,704dollars as filed
NVIDIA Corp67066G104COM2,799$2,529,064dollars as filed
GRAYSCALE BITCOIN TRUST ETF389637109SHS REP COM UT32,382$2,045,571dollars as filed
IShares Bitcoin Trust Registered46438F101SHS32,869$1,330,208dollars as filed
ENOVIX CORPORATION COM293594107Stock115,591$925,884dollars as filed
COUPANG INC22266T109CL A47,909$852,301dollars as filed
INVESCO QQQ TR46090E103COM1,906$846,283dollars as filed
Visa Inc92826C839COM1,935$540,020dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM3,100$472,006dollars as filed
Broadcom Inc.11135F101COM311$412,203dollars as filed
Costco Wholesale Corporation22160K105COM561$411,005dollars as filed
PepsiCo,Inc.713448108COM1,767$309,243dollars as filed
JPMorgan Chase & Co46625H100COM1,443$289,033dollars as filed
AbbVie,Inc.00287Y109COM1,561$284,258dollars as filed
UnitedHealth Group Inc91324P102COM545$269,612dollars as filed
BLACKSTONE INC09260D107COM1,967$258,405dollars as filed
Stryker Corporation863667101COM700$250,509dollars as filed
Oracle Corporation68389X105COM1,952$245,191dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001754960-24-000209this filing2024-05-13acceptance time not in the bulk data set