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Blue Investment Partners LLC

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13F filer, CIK 1958029, ALAMO, CA

Blue Investment Partners LLC reported $265,637,752 across 49 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 64.8% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-25-000299

Period
2025-03-31
Reported value
$266M
Holdings
49
Top 10 weight
64.8%
New
3
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PYLDadded+235,003$6.19M
IDEVadded+67,320$4.64M
TLTnew+43,115$3.92M
JPIEadded+35,334$1.63M
CGMSadded+51,461$1.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BKLNexited-195,811-$4.13M
JBBBexited-80,263-$3.95M
JGROexited-31,041-$2.52M
IWFexited-5,688-$2.28M
GBTCreduced-5,753-$375K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001754960-25-000299, largest first. % of portfolio is the value over $265,637,752, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 212,046 shares; 2023Q4: 218,407 shares; 2024Q1: 216,944 shares; 2024Q2: 191,571 shares; 2024Q3: 192,821 shares; 2024Q4: 193,972 shares; 2025Q1: 193,535 shares 193,535$43M16.18%-437Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 100,290 shares; 2023Q4: 99,990 shares; 2024Q1: 99,840 shares; 2024Q2: 99,963 shares; 2024Q3: 109,261 shares; 2024Q4: 110,312 shares; 2025Q1: 110,567 shares 110,567$21M7.92%+255Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 27,954 shares; 2023Q4: 27,485 shares; 2024Q1: 32,083 shares; 2024Q2: 32,740 shares; 2024Q3: 32,260 shares; 2024Q4: 32,027 shares; 2025Q1: 32,978 shares 32,978$18.4M6.94%+951Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 86,551 shares; 2023Q4: 179,207 shares; 2024Q1: 191,205 shares; 2024Q2: 181,281 shares; 2024Q3: 181,356 shares; 2024Q4: 184,112 shares; 2025Q1: 251,432 shares 251,432$17.3M6.52%+67,320Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 232,137 shares; 2024Q3: 321,779 shares; 2024Q4: 355,088 shares; 2025Q1: 590,091 shares 590,091$15.5M5.85%+235,003Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 30,854 shares; 2024Q1: 86,942 shares; 2024Q2: 176,772 shares; 2024Q3: 221,968 shares; 2024Q4: 248,761 shares; 2025Q1: 274,782 shares 274,782$13.8M5.21%+26,021Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 145,549 shares; 2023Q4: 151,255 shares; 2024Q1: 171,596 shares; 2024Q2: 177,693 shares; 2024Q3: 187,485 shares; 2024Q4: 570,897 shares; 2025Q1: 587,011 shares 587,011$12.6M4.76%+16,114Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 46,144 shares; 2023Q4: 48,846 shares; 2024Q1: 53,189 shares; 2024Q2: 39,472 shares; 2024Q3: 49,428 shares; 2024Q4: 51,003 shares; 2025Q1: 59,025 shares 59,025$10.2M3.85%+8,022Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 18,126 shares; 2024Q1: 71,493 shares; 2024Q2: 145,671 shares; 2024Q3: 166,810 shares; 2024Q4: 172,361 shares; 2025Q1: 179,046 shares 179,046$10.1M3.81%+6,685Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,545 shares; 2024Q2: 7,545 shares; 2024Q3: 8,358 shares; 2024Q4: 15,598 shares; 2025Q1: 17,320 shares 17,320$9.98M3.76%+1,722Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 26,577 shares; 2024Q1: 114,682 shares; 2024Q2: 142,164 shares; 2024Q3: 171,553 shares; 2024Q4: 186,175 shares; 2025Q1: 193,156 shares 193,156$9.79M3.69%+6,981Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 799 shares; 2023Q4: 799 shares; 2024Q1: 2,799 shares; 2024Q2: 72,960 shares; 2024Q3: 87,060 shares; 2024Q4: 88,681 shares; 2025Q1: 88,121 shares 88,121$9.55M3.6%-560Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 200,479 shares; 2023Q4: 200,479 shares; 2024Q1: 200,479 shares; 2024Q2: 200,479 shares; 2024Q3: 200,479 shares; 2024Q4: 200,479 shares; 2025Q1: 200,479 shares 200,479$8.37M3.15%0Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 132,094 shares; 2025Q1: 167,428 shares 167,428$7.71M2.9%+35,334Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 24,272 shares; 2023Q4: 35,697 shares; 2024Q1: 38,798 shares; 2024Q2: 41,462 shares; 2024Q3: 39,153 shares; 2024Q4: 39,933 shares; 2025Q1: 38,388 shares 38,388$5.94M2.23%-1,545Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 11,881 shares; 2024Q1: 59,353 shares; 2024Q2: 59,169 shares; 2024Q3: 65,268 shares; 2024Q4: 67,266 shares; 2025Q1: 66,882 shares 66,882$5.83M2.19%-384Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 23,442 shares; 2023Q4: 24,825 shares; 2024Q1: 21,258 shares; 2024Q2: 21,213 shares; 2024Q3: 22,827 shares; 2024Q4: 23,151 shares; 2025Q1: 23,020 shares 23,020$5.8M2.18%-131Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 201,351 shares; 2023Q4: 84,913 shares; 2024Q1: 86,228 shares; 2024Q2: 83,120 shares; 2024Q3: 95,607 shares; 2024Q4: 102,162 shares; 2025Q1: 102,430 shares 102,430$5.21M1.96%+268Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,634 shares; 2023Q4: 13,361 shares; 2024Q1: 13,361 shares; 2024Q2: 13,361 shares; 2024Q3: 13,361 shares; 2024Q4: 13,828 shares; 2025Q1: 13,799 shares 13,799$5.18M1.95%-29Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 74,852 shares; 2023Q4: 77,434 shares; 2024Q1: 78,022 shares; 2024Q2: 78,473 shares; 2024Q3: 78,949 shares; 2024Q4: 81,703 shares; 2025Q1: 83,692 shares 83,692$4.93M1.86%+1,989Timeline
CGMSCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,217 shares; 2024Q4: 95,548 shares; 2025Q1: 147,009 shares 147,009$4.01M1.51%+51,461Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 38,147 shares; 2023Q4: 53,022 shares; 2024Q1: 58,733 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,115 shares 43,115$3.92M1.48%newTimeline
JSIJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 59,089 shares; 2025Q1: 62,330 shares 62,330$3.26M1.23%+3,241Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 64,518 shares; 2023Q4: 73,448 shares; 2024Q1: 90,756 shares; 2024Q2: 34,701 shares; 2024Q3: 35,385 shares; 2024Q4: 35,330 shares; 2025Q1: 36,213 shares 36,213$1.88M0.71%+883Timeline
GBTCGRAYSCALE BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 32,382 shares; 2024Q2: 32,382 shares; 2024Q3: 32,007 shares; 2024Q4: 29,336 shares; 2025Q1: 23,583 shares 23,583$1.54M0.58%-5,753Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 32,869 shares; 2024Q2: 38,546 shares; 2024Q3: 44,910 shares; 2024Q4: 38,142 shares; 2025Q1: 31,019 shares 31,019$1.45M0.55%-7,123Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,100 shares; 2023Q4: 3,100 shares; 2024Q1: 3,100 shares; 2024Q2: 3,100 shares; 2024Q3: 7,750 shares; 2024Q4: 8,109 shares; 2025Q1: 8,160 shares 8,160$1.27M0.48%+51Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,907 shares; 2023Q4: 1,906 shares; 2024Q1: 1,906 shares; 2024Q2: 1,906 shares; 2024Q3: 2,006 shares; 2024Q4: 2,006 shares; 2025Q1: 2,006 shares 2,006$941K0.35%0Timeline
ENVXENOVIX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 76,015 shares; 2023Q4: 139,487 shares; 2024Q1: 115,591 shares; 2024Q2: 111,824 shares; 2024Q3: 112,550 shares; 2024Q4: 110,469 shares; 2025Q1: 110,469 shares 110,469$811K0.31%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,935 shares; 2023Q4: 1,935 shares; 2024Q1: 1,935 shares; 2024Q2: 1,935 shares; 2024Q3: 1,935 shares; 2024Q4: 1,935 shares; 2025Q1: 1,935 shares 1,935$678K0.26%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 561 shares; 2023Q4: 561 shares; 2024Q1: 561 shares; 2024Q2: 561 shares; 2024Q3: 561 shares; 2024Q4: 587 shares; 2025Q1: 588 shares 588$556K0.21%+1Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 311 shares; 2023Q4: 311 shares; 2024Q1: 311 shares; 2024Q2: 311 shares; 2024Q3: 3,110 shares; 2024Q4: 3,110 shares; 2025Q1: 3,110 shares 3,110$521K0.2%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,358 shares; 2024Q1: 1,443 shares; 2024Q2: 1,443 shares; 2024Q3: 2,062 shares; 2024Q4: 2,062 shares; 2025Q1: 2,062 shares 2,062$506K0.19%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,664 shares; 2023Q4: 1,561 shares; 2024Q1: 1,561 shares; 2024Q2: 1,561 shares; 2024Q3: 1,561 shares; 2024Q4: 2,061 shares; 2025Q1: 2,061 shares 2,061$432K0.16%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,952 shares; 2024Q2: 1,952 shares; 2024Q3: 1,952 shares; 2024Q4: 1,952 shares; 2025Q1: 1,952 shares 1,952$273K0.1%0Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares 700$261K0.1%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,767 shares; 2023Q4: 1,767 shares; 2024Q1: 1,767 shares; 2024Q2: 1,767 shares; 2024Q3: 1,767 shares; 2024Q4: 1,714 shares; 2025Q1: 1,647 shares 1,647$247K0.09%-67Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,967 shares; 2023Q4: 1,967 shares; 2024Q1: 1,967 shares; 2024Q2: 1,967 shares; 2024Q3: 1,967 shares; 2024Q4: 1,747 shares; 2025Q1: 1,747 shares 1,747$244K0.09%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 545 shares; 2023Q4: 545 shares; 2024Q1: 545 shares; 2024Q2: 545 shares; 2024Q3: 545 shares; 2024Q4: 545 shares; 2025Q1: 455 shares 455$238K0.09%-90Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 446 shares; 2025Q1: 446 shares 446$238K0.09%0Timeline
BTCGRAYSCALE BITCOIN MINI TR ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,321 shares; 2025Q1: 6,247 shares 6,247$228K0.09%-74Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 850 shares 850$227K0.09%newTimeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,956 shares; 2024Q4: 4,468 shares; 2025Q1: 4,499 shares 4,499$225K0.08%+31Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,599 shares 1,599$212K0.08%newTimeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,218 shares; 2024Q3: 1,218 shares; 2024Q4: 1,218 shares; 2025Q1: 1,218 shares 1,218$208K0.08%0Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,229 shares; 2024Q3: 2,229 shares; 2024Q4: 2,229 shares; 2025Q1: 2,229 shares 2,229$207K0.08%0Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,092 shares; 2024Q4: 1,092 shares; 2025Q1: 1,092 shares 1,092$205K0.08%0Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares 1,660$202K0.08%0Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 443 shares; 2024Q4: 443 shares; 2025Q1: 396 shares 396$201K0.08%-47Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BKLNINVESCO EXCH TRADED FD TR II195,811$4.13Mshares
JBBBJANUS DETROIT STR TR80,263$3.95Mshares
JGROJ P MORGAN EXCHANGE TRADED F31,041$2.52Mshares
IWFISHARES TR5,688$2.28Mshares
WSMWILLIAMS SONOMA INC1,963$364Kshares
BLKBLACKROCK INC202$207Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001754960-25-000299 base2025-05-14acceptance time not in the bulk data set