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Belpointe Asset Management

Latest statistics and disclosures from Belpointe Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, AAPL, QQQ, BMI, MSFT, and represent 19.59% of Belpointe Asset Management's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$7.9M), SPY (+$7.9M), PAUG, XLC, XLE, IVV, VOO, SNAP, KFS, GRBK.
Started 115 new stock positions in WTAI, XHB, PCAR, FLEE, RNAC, PSQ, SOFI, PSA, HVT, IYR.
Reduced shares in these 10 stocks: QQQ (-$7.6M), OZ, PSEP, DIA, C, XLV, IJR, GLD, BSEP, SDS.
Sold out of its positions in AGCO, Amc Entmt Hldgs Inc Cl A, Accelr8 Technology, FRDM, AXP, American Finance Trust Inc ltd partnership, COR, APH, ATO, BGS.
Belpointe Asset Management was a net buyer of stock by $51M.
Belpointe Asset Management has $966M in assets under management (AUM), dropping by 2.14%.
Central Index Key (CIK): 0001721242

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Portfolio Holdings for Belpointe Asset Management

Belpointe Asset Management holds 650 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Belpointe Asset Management has 650 total positions. Only the first 250 positions are shown.

Sign up to view all of the Belpointe Asset Management Sept. 30, 2023 positions
Download the Belpointe Asset Management September 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Etf (SPY)	6.1	$59M	+15%	138k	427.49	View chart
Apple (AAPL)	5.6	$54M	+17%	317k	171.21	View chart
Invesco Qqq Tr Etf (QQQ)	3.2	$31M	-19%	87k	358.28	View chart
Badger Meter (BMI)	2.7	$26M		179k	143.87	View chart
Microsoft Corp Etf (MSFT)	2.0	$19M	+4%	60k	315.76	View chart
Vanguard Index Fds Etf (VOO)	1.9	$19M	+16%	48k	392.70	View chart
Berkshire Hathaway (BRK.B)	1.9	$19M	+4%	54k	350.30	View chart
Collaborative Investmnt Ser Etf (GHTA)	1.8	$18M	-5%	703k	25.28	View chart
Collaborative Investmnt Ser Etf (RSEE)	1.8	$18M		707k	24.76	View chart
Belpointe Prep (OZ)	1.7	$17M	-19%	195k	85.70	View chart
NVIDIA Corporation (NVDA)	1.6	$15M	-7%	35k	435.00	View chart
Amazon (AMZN)	1.2	$11M	+4%	88k	127.12	View chart
Direxion Shs Etf Tr Etf (SPDN)	1.0	$9.9M	+3%	670k	14.84	View chart
Ishares Tr Etf (IWM)	1.0	$9.9M	-5%	56k	176.74	View chart
Tesla Motors (TSLA)	1.0	$9.5M	+15%	38k	250.22	View chart
Bristol Myers Squibb (BMY)	1.0	$9.4M		162k	58.04	View chart
Spdr Ser Tr Etf (BIL)	0.9	$9.0M	+5%	98k	91.82	View chart
Ishares Tr Etf (IVV)	0.8	$8.1M	+80%	19k	429.45	View chart
Collaborative Investmnt Ser Etf (RDFI)	0.8	$7.3M	-2%	347k	21.12	View chart
Select Sector Spdr Tr Etf (XLE)	0.7	$7.2M	+148%	79k	90.39	View chart
Collaborative Investmnt Ser Etf (SNAV)	0.7	$6.8M		262k	25.83	View chart
Exxon Mobil Corporation (XOM)	0.7	$6.6M	+4%	56k	117.58	View chart
Facebook Inc cl a (META)	0.7	$6.4M	+8%	21k	300.22	View chart
Alphabet Inc Class A cs (GOOGL)	0.6	$6.1M	+13%	47k	130.86	View chart
Pacer Fds Tr Etf (COWZ)	0.6	$6.1M	+2%	124k	49.43	View chart
Spdr Ser Tr Etf (BILS)	0.6	$5.5M	-10%	56k	99.43	View chart
Select Sector Spdr Tr Etf (XLK)	0.6	$5.5M	-15%	34k	163.94	View chart
Ishares Tr Etf (IVE)	0.6	$5.5M	+38%	36k	153.84	View chart
Alphabet Inc Class C cs (GOOG)	0.6	$5.5M	+12%	42k	131.85	View chart
General Electric (GE)	0.5	$5.1M		46k	110.55	View chart
Abbvie (ABBV)	0.5	$5.1M	+2%	34k	149.07	View chart
Vanguard Index Fds Etf (VTI)	0.5	$4.9M	-7%	23k	212.42	View chart
Select Sector Spdr Tr Etf (XLC)	0.5	$4.9M	+910%	75k	65.57	View chart
Johnson & Johnson (JNJ)	0.5	$4.9M	-25%	31k	155.75	View chart
Global X Fds Etf (QYLD)	0.5	$4.8M	+6%	288k	16.77	View chart
Innovator Etfs Tr Etf (PAUG)	0.5	$4.7M	NEW	151k	31.05	View chart
JPMorgan Chase & Co. (JPM)	0.5	$4.6M	-3%	32k	145.02	View chart
Pepsi (PEP)	0.5	$4.6M	+11%	27k	169.45	View chart
Global X Fds Etf (XYLD)	0.5	$4.5M	+12%	115k	38.89	View chart
Chevron Corporation (CVX)	0.4	$4.2M	+19%	25k	168.63	View chart
Spdr Gold Tr Etf (GLD)	0.4	$4.1M	-30%	24k	171.45	View chart
Verizon Communications (VZ)	0.4	$4.1M	+20%	125k	32.41	View chart
Vanguard Intl Equity Index F Etf (VT)	0.4	$4.0M	+2%	43k	93.18	View chart
McDonald's Corporation (MCD)	0.4	$4.0M	+3%	15k	263.47	View chart
Innovator Etfs Tr Etf (PFEB)	0.4	$3.9M	-6%	127k	30.46	View chart
UnitedHealth (UNH)	0.4	$3.8M	+16%	7.6k	504.25	View chart
Ishares Tr Etf (IVW)	0.4	$3.5M	-2%	52k	68.42	View chart
J P Morgan Exchange Traded F Etf (JEPI)	0.4	$3.5M	+8%	65k	53.56	View chart
First Tr Exchange-traded Etf (FTCS)	0.4	$3.5M	-13%	47k	73.63	View chart
Select Sector Spdr Tr Etf (XLI)	0.4	$3.4M	+96%	34k	101.38	View chart
Waste Management (WM)	0.3	$3.2M		21k	152.44	View chart
Kingsway Finl Svcs (KFS)	0.3	$3.2M	+333%	422k	7.55	View chart
Vanguard Index Fds Etf (VBK)	0.3	$3.1M	+11%	15k	214.18	View chart
Ishares Tr Etf (EFA)	0.3	$3.1M	-23%	45k	68.92	View chart
Vanguard Scottsdale Fds Etf (VGSH)	0.3	$3.0M		53k	57.60	View chart
Vanguard World Fds Etf (VGT)	0.3	$3.0M		7.3k	414.93	View chart
Parker-Hannifin Corporation (PH)	0.3	$3.0M	-9%	7.7k	389.52	View chart
Home Depot (HD)	0.3	$3.0M	-10%	9.9k	302.18	View chart
Lululemon Athletica (LULU)	0.3	$3.0M	+6%	7.7k	385.61	View chart
Procter & Gamble Company (PG)	0.3	$2.9M	-7%	20k	145.87	View chart
Costco Wholesale Corporation (COST)	0.3	$2.9M	+12%	5.1k	565.05	View chart
Pfizer (PFE)	0.3	$2.9M		87k	33.17	View chart
Visa (V)	0.3	$2.7M	+38%	12k	230.01	View chart
Eli Lilly & Co. (LLY)	0.3	$2.7M	-7%	5.0k	537.22	View chart
Lockheed Martin Corporation (LMT)	0.3	$2.7M	+15%	6.6k	408.98	View chart
Ishares Tr Etf (ICF)	0.3	$2.6M	+4%	53k	50.16	View chart
Vanguard Intl Equity Index F Etf (VWO)	0.3	$2.6M	-3%	67k	39.21	View chart
Ark Etf Tr Etf (ARKK)	0.3	$2.6M		66k	39.67	View chart
Abbott Laboratories (ABT)	0.3	$2.6M	-2%	27k	96.85	View chart
Snap Inc cl a (SNAP)	0.3	$2.6M	NEW	290k	8.91	View chart
Nextera Energy (NEE)	0.3	$2.5M		44k	57.29	View chart
Amgen (AMGN)	0.3	$2.5M	+21%	9.2k	268.77	View chart
Ishares Tr Etf (IEF)	0.3	$2.4M	-36%	27k	91.59	View chart
Netflix (NFLX)	0.2	$2.4M	+29%	6.4k	377.60	View chart
Sixth Street Specialty Lending (TSLX)	0.2	$2.4M	-5%	116k	20.44	View chart
Ishares Tr Etf (IJH)	0.2	$2.3M	-5%	9.4k	249.37	View chart
Thermo Fisher Scientific (TMO)	0.2	$2.3M		4.6k	506.26	View chart
Invesco Exchange Traded Fd T Etf (RSP)	0.2	$2.3M	-33%	16k	141.69	View chart
Ishares Tr Etf (TLT)	0.2	$2.3M	-41%	26k	88.69	View chart
Air Products & Chemicals (APD)	0.2	$2.3M		8.1k	283.41	View chart
Vanguard Specialized Funds Etf (VIG)	0.2	$2.3M	-7%	15k	155.39	View chart
Schwab Strategic Tr Etf (SCHD)	0.2	$2.2M	+2%	32k	70.76	View chart
Texas Instruments Incorporated (TXN)	0.2	$2.2M	-2%	14k	159.01	View chart
Green Brick Partners (GRBK)	0.2	$2.2M	+775%	54k	41.51	View chart
Amplify Etf Tr Etf (DIVO)	0.2	$2.2M	-22%	63k	34.73	View chart
W.R. Berkley Corporation (WRB)	0.2	$2.2M		34k	63.49	View chart
Northern Lts Fd Tr Iv Etf (BLES)	0.2	$2.2M	-16%	68k	31.85	View chart
Enterprise Products Partners (EPD)	0.2	$2.2M	+74%	79k	27.37	View chart
Collaborative Investmnt Ser Etf	0.2	$2.2M		109k	19.89	View chart
Vanguard Bd Index Fds Etf (VUSB)	0.2	$2.1M	-13%	43k	49.19	View chart
Bank of America Corporation (BAC)	0.2	$2.1M	+17%	77k	27.38	View chart
Vanguard Index Fds Etf (VUG)	0.2	$2.1M	+3%	7.8k	272.32	View chart
Northern Lts Fd Tr Iv Etf (BIBL)	0.2	$2.1M	-3%	67k	31.26	View chart
Ishares Tr Etf (STIP)	0.2	$2.1M	+119%	22k	96.92	View chart
Diamondback Energy (FANG)	0.2	$2.1M	+620%	13k	154.88	View chart
Collaborative Investmnt Ser Etf (RTAI)	0.2	$2.1M	+102%	114k	18.15	View chart
Ishares Tr Etf (AGG)	0.2	$2.1M	+44%	22k	94.04	View chart
Vanguard Index Fds Etf (VTV)	0.2	$2.0M	-6%	15k	137.93	View chart
Wal-Mart Stores (WMT)	0.2	$2.0M	+16%	13k	159.94	View chart
MasterCard Incorporated (MA)	0.2	$2.0M	-10%	5.0k	395.97	View chart
Spdr Index Shs Fds Etf (SPDW)	0.2	$2.0M	-2%	64k	31.01	View chart
Ishares Tr Etf (GOVT)	0.2	$1.9M	+427%	88k	22.04	View chart
Ishares Gold Tr Etf (IAU)	0.2	$1.9M	+28%	55k	34.99	View chart
Medtronic (MDT)	0.2	$1.9M	+51%	24k	78.36	View chart
Ishares Tr Etf (ILF)	0.2	$1.9M	+335%	73k	25.56	View chart
Walt Disney Company (DIS)	0.2	$1.9M	+31%	23k	81.05	View chart
Cisco Systems (CSCO)	0.2	$1.9M	+7%	35k	53.76	View chart
Northern Lts Fd Tr Iv Etf (WWJD)	0.2	$1.8M		69k	26.35	View chart
Pacer Fds Tr Etf (GCOW)	0.2	$1.8M	-27%	56k	32.54	View chart
Marsh & McLennan Companies (MMC)	0.2	$1.8M	+59%	9.5k	190.32	View chart
Ares Capital Corporation (ARCC)	0.2	$1.8M	+480%	91k	19.47	View chart
Invesco Exch Traded Fd Tr Ii Etf (QQQM)	0.2	$1.8M	+9%	12k	147.42	View chart
Spdr Ser Tr Etf (SPSB)	0.2	$1.8M	+65%	60k	29.32	View chart
Northern Lts Fd Tr Iv Etf (IBD)	0.2	$1.8M	-3%	78k	22.64	View chart
Vanguard Bd Index Fds Etf (BND)	0.2	$1.8M	-13%	25k	69.78	View chart
Broadcom (AVGO)	0.2	$1.7M	-6%	2.1k	830.93	View chart
Goldman Sachs (GS)	0.2	$1.7M	+24%	5.3k	323.58	View chart
Federal Agricultural Mortgage (AGM)	0.2	$1.7M		11k	154.31	View chart
Advanced Micro Devices (AMD)	0.2	$1.7M	+2%	17k	102.82	View chart
First Trust Small Cap Cr AlphaDEX (FYX)	0.2	$1.7M	-2%	21k	80.66	View chart
Ishares Tr Etf (IJR)	0.2	$1.7M	-53%	18k	94.33	View chart
Pacer Fds Tr Etf (CALF)	0.2	$1.6M	+35%	39k	41.70	View chart
Northrop Grumman Corporation (NOC)	0.2	$1.6M	+17%	3.7k	440.26	View chart
Ishares Tr Etf	0.2	$1.6M	+3%	65k	24.82	View chart
First Trust Morningstar Divid Ledr (FDL)	0.2	$1.6M		48k	33.44	View chart
Zimmer Holdings (ZBH)	0.2	$1.6M		14k	112.22	View chart
Merck & Co (MRK)	0.2	$1.6M	-5%	15k	102.95	View chart
Uber Technologies (UBER)	0.2	$1.5M	+57%	34k	45.99	View chart
Invesco Actively Managed Etf Etf (VRIG)	0.2	$1.5M	+414%	62k	24.94	View chart
Vanguard Whitehall Fds Etf (VYMI)	0.2	$1.5M	-11%	25k	61.89	View chart
British American Tobac (BTI)	0.2	$1.5M	NEW	47k	31.41	View chart
Constellation Brands (STZ)	0.2	$1.5M		5.9k	251.37	View chart
Capital Grp Fixed Incm Etf T Etf (CGCP)	0.2	$1.5M	NEW	69k	21.50	View chart
Pioneer Natural Resources (PXD)	0.2	$1.5M	+42%	6.5k	229.55	View chart
S&p Global (SPGI)	0.2	$1.5M	-4%	4.0k	365.41	View chart
Ishares U S Etf Tr Etf (NEAR)	0.2	$1.5M		29k	49.89	View chart
Spdr Ser Tr Etf (XES)	0.2	$1.5M	NEW	15k	95.78	View chart
Ishares Tr Etf (EEM)	0.1	$1.4M	+3%	38k	37.95	View chart
Coca-Cola Company (KO)	0.1	$1.4M	+9%	26k	55.98	View chart
Credit Suisse Ag Nassau Brh Etf (GLDI)	0.1	$1.4M	-46%	11k	133.96	View chart
Ishares Tr Etf (MUB)	0.1	$1.4M	+314%	14k	102.55	View chart
Ishares Tr Etf (SHY)	0.1	$1.4M	+19%	18k	80.97	View chart
ConocoPhillips (COP)	0.1	$1.4M	+5%	12k	119.80	View chart
Vanguard Scottsdale Fds Etf (BNDW)	0.1	$1.4M	-7%	21k	66.34	View chart
Union Pacific Corporation (UNP)	0.1	$1.4M	-8%	6.9k	203.66	View chart
Ishares Tr Etf (TFLO)	0.1	$1.4M	+3%	27k	50.74	View chart
Ishares Tr Etf (IJK)	0.1	$1.4M	NEW	19k	72.24	View chart
Valero Energy Corporation (VLO)	0.1	$1.4M	+30%	9.7k	141.71	View chart
Phillips 66 (PSX)	0.1	$1.4M		11k	120.15	View chart
Occidental Petroleum Corporation (OXY)	0.1	$1.4M	+25%	21k	64.88	View chart
Morgan Stanley (MS)	0.1	$1.3M	+57%	17k	81.67	View chart
Spdr Ser Tr Etf (SLYV)	0.1	$1.3M		18k	72.37	View chart
Qualcomm (QCOM)	0.1	$1.3M	-13%	12k	111.07	View chart
Franklin Templeton Etf Tr Etf (FLEE)	0.1	$1.3M	NEW	51k	25.46	View chart
Comcast Corporation (CMCSA)	0.1	$1.3M	+30%	29k	44.34	View chart
Vanguard Tax-managed Fds Etf (VEA)	0.1	$1.3M	-37%	29k	43.72	View chart
Devon Energy Corporation (DVN)	0.1	$1.3M	+2%	26k	47.70	View chart
Vanguard Scottsdale Fds Etf (VCIT)	0.1	$1.3M	+89%	17k	75.98	View chart
Spdr Ser Tr Etf (XHB)	0.1	$1.3M	NEW	16k	76.57	View chart
BlackRock (BLK)	0.1	$1.3M	-19%	1.9k	646.68	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.2M	+4%	2.4k	509.90	View chart
Taiwan Semiconductor Mfg (TSM)	0.1	$1.2M	+20%	14k	86.90	View chart
First Tr Exchange-traded A Etf (FYT)	0.1	$1.2M	-30%	26k	46.98	View chart
Select Sector Spdr Tr Etf (XLY)	0.1	$1.2M	+17%	7.7k	160.99	View chart
Select Sector Spdr Tr Etf (XLV)	0.1	$1.2M	-63%	9.5k	128.75	View chart
U.S. Bancorp (USB)	0.1	$1.2M	+58%	37k	33.06	View chart
First Tr Exch Traded Fd Iii Etf (HUSV)	0.1	$1.2M	-10%	39k	31.15	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.2M	-4%	22k	54.90	View chart
Ishares Tr Etf (IWF)	0.1	$1.2M	-12%	4.4k	266.02	View chart
Citigroup (C)	0.1	$1.2M	-65%	29k	41.13	View chart
Alps Etf Tr Etf (AMLP)	0.1	$1.2M	NEW	28k	42.20	View chart
Ea Series Trust Etf (QVAL)	0.1	$1.1M	NEW	31k	37.11	View chart
Phillips Edison & Co (PECO)	0.1	$1.1M	-4%	34k	33.54	View chart
Energy Transfer Equity (ET)	0.1	$1.1M	+22%	81k	14.03	View chart
Servicenow (NOW)	0.1	$1.1M	+43%	2.0k	558.96	View chart
salesforce (CRM)	0.1	$1.1M	+7%	5.6k	202.78	View chart
Ishares Tr Etf (IHI)	0.1	$1.1M	-8%	23k	48.50	View chart
Travelers Companies (TRV)	0.1	$1.1M	+20%	6.9k	163.31	View chart
Vanguard Whitehall Fds Etf (VYM)	0.1	$1.1M	-9%	11k	103.32	View chart
Altria (MO)	0.1	$1.1M		26k	42.05	View chart
Honeywell International (HON)	0.1	$1.1M	+25%	5.9k	184.76	View chart
American Tower Reit (AMT)	0.1	$1.1M		6.5k	164.47	View chart
Ishares Tr Etf (LQDW)	0.1	$1.1M	-28%	34k	31.52	View chart
Main Street Capital Corporation (MAIN)	0.1	$1.1M	+271%	26k	40.63	View chart
Realty Income (O)	0.1	$1.1M	+7%	21k	49.94	View chart
Timothy Plan Etf (TPLC)	0.1	$1.0M		30k	34.47	View chart
Ishares Tr Etf (DVY)	0.1	$1.0M	-2%	9.7k	107.65	View chart
Vanguard Malvern Fds Etf (VTIP)	0.1	$1.0M	-54%	22k	47.28	View chart
Prologis (PLD)	0.1	$1.0M	+30%	9.2k	112.22	View chart
Vanguard Index Fds Etf (VO)	0.1	$1.0M	-23%	4.9k	208.26	View chart
Selective Insurance (SIGI)	0.1	$1.0M		9.8k	103.18	View chart
Boeing Company (BA)	0.1	$1.0M	-16%	5.2k	191.68	View chart
CVS Caremark Corporation (CVS)	0.1	$1.0M	-2%	14k	69.82	View chart
Illinois Tool Works (ITW)	0.1	$1.0M	+19%	4.4k	230.35	View chart
Ishares Etf (EWJ)	0.1	$1.0M	NEW	17k	60.29	View chart
Lam Research Corporation (LRCX)	0.1	$1.0M		1.6k	626.85	View chart
Ge Healthcare Technologies I (GEHC)	0.1	$998k	+278%	15k	68.04	View chart
Spdr Ser Tr Etf (JNK)	0.1	$997k	NEW	11k	90.41	View chart
Danaher Corporation (DHR)	0.1	$993k	+36%	4.0k	248.16	View chart
International Business Machines (IBM)	0.1	$983k	+42%	7.0k	140.31	View chart
Wec Energy Group (WEC)	0.1	$981k	+9%	12k	80.55	View chart
Schlumberger (SLB)	0.1	$959k	+32%	17k	58.30	View chart
Starbucks Corporation (SBUX)	0.1	$956k	+26%	11k	91.27	View chart
Constellium Se cl a (CSTM)	0.1	$945k		52k	18.20	View chart
Invesco Actvely Mngd Etc Etf (PDBC)	0.1	$941k	NEW	63k	14.95	View chart
Intercontinental Exchange (ICE)	0.1	$937k		8.5k	110.03	View chart
Apollo Global Mgmt (APO)	0.1	$931k	NEW	10k	89.76	View chart
Cheniere Energy Partners (CQP)	0.1	$923k	+4%	17k	54.19	View chart
Anthem (ELV)	0.1	$917k	+17%	2.1k	435.54	View chart
Veeva Sys Inc cl a (VEEV)	0.1	$916k	-27%	4.5k	203.45	View chart
Innovator Etfs Tr Etf (PJAN)	0.1	$911k	-18%	26k	34.80	View chart
Spdr Ser Tr Etf (IBND)	0.1	$904k	NEW	33k	27.13	View chart
Spdr Ser Tr Etf (SDY)	0.1	$899k	+4%	7.8k	115.02	View chart
Columbia Etf Tr Ii Etf (XCEM)	0.1	$876k	NEW	32k	27.42	View chart
Capital Group Dividend Value Etf (CGDV)	0.1	$869k		33k	26.47	View chart
At&t (T)	0.1	$862k		57k	15.02	View chart
Wp Carey (WPC)	0.1	$861k	+28%	16k	54.08	View chart
Ishares Tr Etf (ITOT)	0.1	$861k	-2%	9.1k	94.19	View chart
Spdr Dow Jones Indl Average Etf (DIA)	0.1	$858k	-76%	2.6k	335.07	View chart
Deere & Company (DE)	0.1	$853k	-21%	2.3k	377.42	View chart
Pacer Fds Tr Etf (ECOW)	0.1	$853k	-12%	45k	19.16	View chart
Synopsys (SNPS)	0.1	$852k	+39%	1.9k	458.97	View chart
Schwab Strategic Tr Etf (SCHO)	0.1	$851k	-3%	18k	47.89	View chart
Gilead Sciences (GILD)	0.1	$850k	+47%	11k	74.94	View chart
Caterpillar (CAT)	0.1	$849k	+95%	3.1k	273.02	View chart
Oneok (OKE)	0.1	$845k	+8%	13k	63.43	View chart
First Tr Exch Traded Fd Iii Etf (FTLS)	0.1	$838k	-10%	16k	53.15	View chart
American Financial (AFG)	0.1	$833k	+6%	7.5k	111.67	View chart
Philip Morris International (PM)	0.1	$832k	-12%	9.0k	92.59	View chart
Northern Lts Fd Tr Iv Etf (ISMD)	0.1	$832k		27k	30.39	View chart
Vanguard World Fds Etf (VHT)	0.1	$831k	+133%	3.5k	235.14	View chart
Marriott Intl Cl A (MAR)	0.1	$826k	+93%	4.2k	196.59	View chart
First Tr Nas100 Eq Weighted Etf (QQEW)	0.1	$825k	-22%	7.9k	103.99	View chart
Accenture (ACN)	0.1	$823k	-21%	2.7k	307.13	View chart
J P Morgan Exchange Traded F Etf (JMSI)	0.1	$822k	NEW	17k	48.12	View chart
Ishares Etf (EMXC)	0.1	$809k	+6%	16k	49.83	View chart
Vistra Energy (VST)	0.1	$806k	+33%	24k	33.18	View chart
Atlassian Corporation Cl A (TEAM)	0.1	$795k	+62%	3.9k	201.51	View chart
Vanguard Short Term Corporate Bond ETF (VCSH)	0.1	$794k	+46%	11k	75.16	View chart
Cheniere Energy (LNG)	0.1	$794k	+60%	4.8k	165.99	View chart
Automatic Data Processing (ADP)	0.1	$788k	+9%	3.3k	240.60	View chart
Moderna (MRNA)	0.1	$783k	+239%	7.6k	103.29	View chart
Abrdn Precious Metals Basket Etf (GLTR)	0.1	$776k	-19%	9.2k	84.15	View chart
Oracle Corporation (ORCL)	0.1	$771k	-15%	7.3k	105.92	View chart
Linde (LIN)	0.1	$770k		2.1k	372.35	View chart
Intuitive Surgical (ISRG)	0.1	$759k	+8%	2.6k	292.29	View chart
Ishares Tr Etf	0.1	$758k		30k	25.36	View chart
Global X Fds Etf (URA)	0.1	$755k	+108%	28k	27.04	View chart
Abrdn Palladium Etf Trust Etf (PALL)	0.1	$752k	+5%	6.5k	115.08	View chart
Cme (CME)	0.1	$746k	+3%	3.7k	200.26	View chart

Past Filings by Belpointe Asset Management

SEC 13F filings are viewable for Belpointe Asset Management going back to 2017

Belpointe Asset Management 2023 Q3 filed Nov. 15, 2023
Belpointe Asset Management 2023 Q2 filed Aug. 15, 2023
Belpointe Asset Management 2023 Q1 filed May 15, 2023
Belpointe Asset Management 2022 Q4 filed Feb. 8, 2023
Belpointe Asset Management 2022 Q3 filed Nov. 14, 2022
Belpointe Asset Management 2022 Q2 filed Aug. 2, 2022
Belpointe Asset Management 2022 Q1 filed April 28, 2022
Belpointe Asset Management 2021 Q4 filed Feb. 15, 2022
Belpointe Asset Management 2021 Q3 filed Nov. 15, 2021
Belpointe Asset Management 2021 Q2 filed Aug. 9, 2021
Belpointe Asset Management 2021 Q1 filed May 14, 2021
Belpointe Asset Management 2020 Q4 filed Feb. 16, 2021
Belpointe Asset Management 2020 Q3 restated filed Nov. 13, 2020
Belpointe Asset Management 2020 Q3 filed Nov. 13, 2020
Belpointe Asset Management 2020 Q1 filed July 20, 2020
Belpointe Asset Management 2020 Q2 filed July 20, 2020

View all past filings

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