Belpointe Asset Management

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

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Portfolio Holdings for Belpointe Asset Management

Belpointe Asset Management holds 1126 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Belpointe Asset Management has 1126 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.8 $71M 523k 135.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.6 $69M +97% 216k 317.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.9 $43M +18% 158k 273.02
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.4 $35M +38% 134k 262.79
Microsoft Corporation (MSFT) 1.8 $28M +32% 107k 256.83
Amazon (AMZN) 1.8 $27M +1899% 254k 106.21
Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $26M +22% 136k 188.61
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.3 $19M +14% 440k 43.07
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.1 $16M +1441% 317k 50.12
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.0 $14M +3% 285k 49.92
Alphabet Cap Stk Cl A (GOOGL) 0.9 $14M +41% 6.4k 2179.30
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.9 $13M 391k 33.55
Collaborative Investmnt Ser Rareview Dynamic (RDFI) 0.9 $13M -13% 556k 23.57
NVIDIA Corporation (NVDA) 0.8 $12M +27% 81k 149.53
American Centy Etf Tr Us Eqt Etf (AVUS) 0.8 $12M -3% 182k 65.04
Vanguard Index Fds Growth Etf (VUG) 0.8 $12M +7% 52k 222.89
Bristol Myers Squibb (BMY) 0.8 $11M -11% 147k 76.99
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $11M -8% 31k 346.87
Belpointe Prep Unit Rp Ltd Lb A (OZ) 0.7 $10M -18% 106k 97.72
Proshares Tr Short S&p 500 Ne (SH) 0.6 $9.5M +506% 575k 16.50
Alphabet Cap Stk Cl C (GOOG) 0.6 $9.4M +13% 4.3k 2187.49
Tesla Motors (TSLA) 0.6 $8.7M +117% 15k 590.37
JPMorgan Chase & Co. (JPM) 0.6 $8.6M +57% 78k 110.60
Johnson & Johnson (JNJ) 0.6 $8.3M +45% 47k 177.51
Spdr Gold Tr Gold Shs (GLD) 0.5 $7.9M -4% 47k 168.47
Exxon Mobil Corporation (XOM) 0.5 $7.9M -10% 92k 85.63
Chevron Corporation (CVX) 0.5 $7.4M +49% 51k 144.82
Verizon Communications (VZ) 0.5 $7.3M +18% 144k 50.75
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.5 $7.1M +2812% 142k 50.09
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $7.0M +51% 52k 134.22
Costco Wholesale Corporation (COST) 0.5 $7.0M +9% 15k 479.34
Abbvie (ABBV) 0.5 $7.0M -17% 46k 153.18
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.5 $7.0M -22% 113k 62.01
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $6.7M +2% 151k 44.35
Badger Meter (BMI) 0.4 $6.6M 82k 80.89
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $6.6M +359% 114k 57.99
Select Sector Spdr Tr Energy (XLE) 0.4 $6.6M -26% 92k 71.50
Vanguard Index Fds Value Etf (VTV) 0.4 $6.5M +119% 49k 131.87
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.4 $6.1M -6% 339k 18.04
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $6.0M +5% 72k 83.90
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.4 $5.9M -7% 121k 49.26
Meta Platforms Cl A (META) 0.4 $5.8M 37k 157.41
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $5.7M +148% 40k 143.47
Ishares Tr Core S&p500 Etf (IVV) 0.4 $5.7M +4% 15k 379.05
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.4 $5.6M +25% 61k 91.50
UnitedHealth (UNH) 0.4 $5.5M -5% 11k 513.70
Select Sector Spdr Tr Technology (XLK) 0.4 $5.5M -15% 43k 127.09
Goldman Sachs (GS) 0.4 $5.4M +194% 18k 296.98
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.4 $5.4M +3% 78k 69.92
McDonald's Corporation (MCD) 0.4 $5.4M +44% 22k 246.90
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $5.2M +2% 74k 70.22
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $5.2M +1557% 93k 55.45
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $5.0M -13% 60k 82.79
Ishares Tr Russell 2000 Etf (IWM) 0.3 $4.9M -27% 31k 156.22
Pfizer (PFE) 0.3 $4.9M -21% 93k 52.44
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $4.7M +53% 46k 101.69
Pepsi (PEP) 0.3 $4.6M 28k 166.70
Procter & Gamble Company (PG) 0.3 $4.6M +2% 32k 143.80
Advanced Micro Devices (AMD) 0.3 $4.5M +99% 60k 76.46
Broadcom (AVGO) 0.3 $4.5M -3% 9.3k 485.88
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $4.5M +6% 62k 71.62
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.3 $4.4M NEW 136k 32.40
Nextera Energy (NEE) 0.3 $4.4M -3% 57k 77.44
Home Depot (HD) 0.3 $4.3M +5% 16k 274.33
Direxion Shs Etf Tr Auspce Cmd Stg (COM) 0.3 $4.2M +8% 137k 30.99
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.3 $4.2M +118% 85k 49.20
Nuveen Div. Advantage Muni. Fund (NAD) 0.3 $4.1M +1250% 332k 12.47
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $4.1M +68% 80k 51.61
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) 0.3 $4.1M +2% 242k 17.04
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $3.9M 13k 296.22
Sixth Street Specialty Lending (TSLX) 0.3 $3.9M -40% 212k 18.50
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $3.9M +9% 42k 92.40
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $3.9M -52% 28k 137.44
Waste Management (WM) 0.3 $3.9M -2% 25k 152.96
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $3.9M +16% 46k 83.77
FedEx Corporation (FDX) 0.3 $3.8M -16% 17k 226.66
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.3 $3.8M -2% 92k 41.65
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.3 $3.8M -16% 149k 25.34
CVS Caremark Corporation (CVS) 0.3 $3.8M -3% 41k 92.66
Collaborative Investmnt Ser Rareview Sys Eqt (RSEE) 0.2 $3.7M NEW 155k 23.89
Abbott Laboratories (ABT) 0.2 $3.7M +2% 34k 108.66
Proshares Tr Short Qqq New (PSQ) 0.2 $3.6M +686% 253k 14.40
Walt Disney Company (DIS) 0.2 $3.6M -53% 38k 94.43
Visa Com Cl A (V) 0.2 $3.5M +6% 18k 196.95
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $3.5M +26% 85k 40.92
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $3.5M +24% 58k 60.35
Ishares Tr Select Divid Etf (DVY) 0.2 $3.4M +64% 29k 117.66
Lockheed Martin Corporation (LMT) 0.2 $3.4M -17% 8.0k 430.04
Proshares Tr Shrt Russell2000 (RWM) 0.2 $3.4M 131k 26.04
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $3.4M +11% 44k 76.82
Merck & Co (MRK) 0.2 $3.4M -16% 37k 91.18
Ishares Gold Tr Ishares New (IAU) 0.2 $3.3M -9% 96k 34.31
W.R. Berkley Corporation (WRB) 0.2 $3.2M +13% 47k 68.25
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $3.2M -4% 32k 101.42
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.2 $3.1M +2% 85k 36.37
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.2 $3.0M +5% 159k 18.92
American Express Company (AXP) 0.2 $3.0M +144% 22k 138.62
Devon Energy Corporation (DVN) 0.2 $3.0M +104% 54k 55.12
Palo Alto Networks (PANW) 0.2 $3.0M +24% 6.0k 493.93
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $3.0M -12% 27k 110.05
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $2.9M +95% 15k 197.02
Freeport-mcmoran CL B (FCX) 0.2 $2.9M +362% 100k 29.25
Blackstone Group Inc Com Cl A (BX) 0.2 $2.9M +55% 32k 91.19
Ishares Tr Cohen Steer Reit (ICF) 0.2 $2.9M -4% 48k 60.74
Spdr Ser Tr Bloomberg Invt (FLRN) 0.2 $2.9M 97k 30.11
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $2.9M -19% 23k 128.24
salesforce (CRM) 0.2 $2.9M -10% 18k 164.99
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $2.9M +155% 124k 23.30
Wal-Mart Stores (WMT) 0.2 $2.8M -4% 33k 85.16
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $2.8M -71% 61k 46.47
General Motors Company (GM) 0.2 $2.8M -11% 89k 31.76
Thermo Fisher Scientific (TMO) 0.2 $2.8M -17% 5.2k 543.38
Vanguard Index Fds Small Cp Etf (VB) 0.2 $2.8M +7% 16k 176.16
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $2.8M -14% 27k 102.33
Qualcomm (QCOM) 0.2 $2.7M -8% 22k 127.71
Mastercard Incorporated Cl A (MA) 0.2 $2.7M -2% 8.7k 315.43
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $2.7M +7% 113k 23.90
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $2.7M +5% 53k 50.54
Ishares Tr Msci Eafe Etf (EFA) 0.2 $2.6M +8% 42k 62.52
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $2.6M -17% 25k 101.65
Ishares Tr Eafe Value Etf (EFV) 0.2 $2.6M +9% 59k 43.41
Micron Technology (MU) 0.2 $2.6M +56% 47k 55.28
International Business Machines (IBM) 0.2 $2.6M +6% 18k 141.25
Federal Agric Mtg Corp CL C (AGM) 0.2 $2.6M -7% 26k 97.65
McKesson Corporation (MCK) 0.2 $2.6M 7.8k 326.22
Morgan Stanley Com New (MS) 0.2 $2.5M -4% 33k 76.03
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $2.5M 31k 81.76
Target Corporation (TGT) 0.2 $2.5M +14% 18k 141.24
Select Sector Spdr Tr Financial (XLF) 0.2 $2.5M -57% 80k 31.45
Union Pacific Corporation (UNP) 0.2 $2.5M -3% 12k 213.35
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $2.4M +20% 21k 118.65
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $2.4M +14% 44k 55.83
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $2.4M -13% 55k 44.19
American Tower Reit (AMT) 0.2 $2.4M -13% 9.5k 255.67
Adobe Systems Incorporated (ADBE) 0.2 $2.4M +66% 6.6k 366.14
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $2.4M -3% 53k 44.67
At&t (T) 0.2 $2.4M +4% 113k 20.96
Northrop Grumman Corporation (NOC) 0.2 $2.4M +124% 4.9k 478.54
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $2.3M 47k 50.33
Coca-Cola Company (KO) 0.2 $2.3M +14% 37k 62.94
Ishares Tr U.s. Tech Etf (IYW) 0.2 $2.3M +4% 29k 79.96
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $2.3M +8% 10k 226.18
Constellation Brands Cl A (STZ) 0.2 $2.3M -3% 9.7k 233.00
Bank of America Corporation (BAC) 0.1 $2.2M -6% 72k 31.16
Gilead Sciences (GILD) 0.1 $2.2M +13% 36k 61.85
Air Products & Chemicals (APD) 0.1 $2.2M +2% 9.3k 240.44
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $2.2M -32% 77k 28.83
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $2.2M 44k 50.42
Ishares Tr Ishares Biotech (IBB) 0.1 $2.2M +10% 19k 117.56
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $2.2M -16% 47k 46.37
Etfis Ser Tr I Virtus Reaves Ut (UTES) 0.1 $2.2M +5% 48k 45.52
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $2.1M -5% 105k 20.26
First Tr Exch Traded Fd Iii Horizon Dmst Etf (HUSV) 0.1 $2.1M +10% 67k 31.96
Vanguard World Fds Health Car Etf (VHT) 0.1 $2.1M -11% 8.9k 235.56
Ishares Tr Short Treas Bd (SHV) 0.1 $2.1M +9% 19k 110.09
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $2.1M -55% 39k 53.38
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $2.1M +18% 33k 63.71
Lululemon Athletica (LULU) 0.1 $2.1M +191% 7.6k 272.60
World Gold Tr Spdr Gld Minis 0.1 $2.1M 58k 35.88
Eli Lilly & Co. (LLY) 0.1 $2.1M -18% 6.4k 324.24
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.1 $2.1M +528% 51k 40.79
3M Company (MMM) 0.1 $2.0M 16k 129.48
Blackrock Muniyield Fund (MYD) 0.1 $2.0M NEW 181k 11.14
Ford Motor Company (F) 0.1 $2.0M +6% 180k 11.12
United Parcel Service CL B (UPS) 0.1 $2.0M -5% 11k 182.54
Parker-Hannifin Corporation (PH) 0.1 $2.0M +8% 7.9k 246.10
Cisco Systems (CSCO) 0.1 $1.9M -30% 45k 42.66
Raytheon Technologies Corp (RTX) 0.1 $1.9M +2% 20k 96.08
Enterprise Products Partners (EPD) 0.1 $1.9M +18% 79k 24.36
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $1.9M -4% 30k 62.75
Metropcs Communications (TMUS) 0.1 $1.9M +5% 14k 134.51
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $1.9M 14k 136.38
Paramount Global Class B Com (PARA) 0.1 $1.9M 80k 23.75
Ishares Tr Tips Bd Etf (TIP) 0.1 $1.9M -31% 17k 113.91
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.9M 21k 91.12
Etf Ser Solutions Aptus Defined (DRSK) 0.1 $1.9M +6% 71k 26.30
Indexiq Etf Tr Iq Glb Res Etf (GRES) 0.1 $1.8M +14% 60k 30.84
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $1.8M 19k 95.26
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $1.8M -4% 56k 32.89
Ishares Tr Us Infrastruc (IFRA) 0.1 $1.8M +17% 54k 34.05
Vanguard Index Fds Large Cap Etf (VV) 0.1 $1.8M 11k 172.31
Alps Etf Tr Riverfrnt Dymc (RFDA) 0.1 $1.8M +7% 42k 43.04
Intel Corporation (INTC) 0.1 $1.8M -13% 49k 37.42
Travelers Companies (TRV) 0.1 $1.8M +3% 11k 169.14
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $1.8M -2% 105k 17.23
Xai Octagon Floatng Rate Alt (XFLT) 0.1 $1.8M +24% 258k 6.98
Vanguard World Fds Utilities Etf (VPU) 0.1 $1.8M 12k 152.43
Ishares Tr Core Total Usd (IUSB) 0.1 $1.8M 38k 46.84
Veeva Sys Cl A Com (VEEV) 0.1 $1.7M +70% 8.8k 198.16
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $1.7M -14% 25k 70.13
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.1 $1.7M +97% 99k 17.33
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.7M +23% 7.8k 218.72
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $1.7M +22% 35k 47.88
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $1.7M NEW 28k 58.82
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.7M +28% 21k 80.48
Duke Energy Corp Com New (DUK) 0.1 $1.7M -12% 16k 107.16
Wells Fargo & Company (WFC) 0.1 $1.7M -20% 44k 37.89
Boeing Company (BA) 0.1 $1.6M -9% 12k 136.79
Realty Income (O) 0.1 $1.6M +13% 24k 68.21
Dow (DOW) 0.1 $1.6M -36% 32k 51.59
Citigroup Com New (C) 0.1 $1.6M +12% 35k 46.01
Wp Carey (WPC) 0.1 $1.6M 19k 82.81
Philip Morris International (PM) 0.1 $1.6M -9% 16k 98.70
Uber Technologies (UBER) 0.1 $1.6M -13% 78k 20.46
Ishares Core Msci Emkt (IEMG) 0.1 $1.6M +10% 32k 49.06
Global X Fds S&p 500 Covered (XYLD) 0.1 $1.6M +15% 37k 42.69
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $1.6M +11% 14k 111.76
First Tr Value Line Divid In SHS (FVD) 0.1 $1.6M +5% 41k 38.79
Zimmer Holdings (ZBH) 0.1 $1.6M 15k 105.08
Applied Materials (AMAT) 0.1 $1.6M +9% 17k 91.03
Lowe's Companies (LOW) 0.1 $1.6M -2% 8.9k 174.72
Texas Instruments Incorporated (TXN) 0.1 $1.5M 9.9k 153.69
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $1.5M -47% 11k 137.42
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $1.5M -5% 5.3k 281.96
Starbucks Corporation (SBUX) 0.1 $1.5M -5% 20k 76.34
Phillips Edison & Co Common Stock (PECO) 0.1 $1.5M 44k 33.39
Danaher Corporation (DHR) 0.1 $1.5M +48% 5.8k 253.55
Netflix (NFLX) 0.1 $1.5M +26% 8.5k 174.82
Nucor Corporation (NUE) 0.1 $1.5M +222% 16k 94.83
Honeywell International (HON) 0.1 $1.5M -11% 8.4k 173.87
DZS (DZSI) 0.1 $1.4M -5% 89k 16.27
S&p Global (SPGI) 0.1 $1.4M 4.3k 337.08
Centene Corporation (CNC) 0.1 $1.4M +48% 17k 84.59
Barclays Bank Ipth Sr B S&p (VXX) 0.1 $1.4M +54% 64k 21.71
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.1 $1.4M +6% 54k 25.62
AMN Healthcare Services (AMN) 0.1 $1.4M 13k 109.67
Ishares Msci Gbl Min Vol (ACWV) 0.1 $1.4M 15k 94.48
Marsh & McLennan Companies (MMC) 0.1 $1.3M 8.7k 155.22
Vanguard World Mega Grwth Ind (MGK) 0.1 $1.3M +2% 7.4k 181.74
ConocoPhillips (COP) 0.1 $1.3M +9% 15k 89.80
Comcast Corp Cl A (CMCSA) 0.1 $1.3M 34k 39.23
EOG Resources (EOG) 0.1 $1.3M -5% 12k 110.38
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $1.3M +66% 15k 89.02
BlackRock (BLK) 0.1 $1.3M +57% 2.2k 609.16
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.3M +84% 4.1k 317.62
Marvell Technology (MRVL) 0.1 $1.3M -25% 30k 43.51
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $1.3M +93% 61k 21.44
Fs Kkr Capital Corp (FSK) 0.1 $1.3M -6% 67k 19.41
Kellogg Company (K) 0.1 $1.3M -12% 18k 71.36
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.3M -34% 26k 49.98
Ishares Tr Us Aer Def Etf (ITA) 0.1 $1.3M -4% 13k 99.22
General Mills (GIS) 0.1 $1.3M 17k 75.46
Vistaoutdoor (VSTO) 0.1 $1.3M 46k 27.91
Amgen (AMGN) 0.1 $1.3M -13% 5.3k 243.16
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $1.3M 24k 52.27
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $1.3M -20% 16k 77.65
Totalenergies Se Sponsored Ads (TTE) 0.1 $1.3M +2% 24k 52.64
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $1.3M -10% 27k 46.22
Digital Realty Trust (DLR) 0.1 $1.3M +5% 9.7k 129.84
Green Brick Partners (GRBK) 0.1 $1.3M +26% 64k 19.57

Past Filings by Belpointe Asset Management

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

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