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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 AAPL, SPY, BRK.B, BIL, QQQ, and represent 13.14% of Belpointe Asset Management's stock portfolio.
Added to shares of these 10 stocks: SCHB (+$18M), BIL (+$13M), GHTA (+$12M), RSEE (+$12M), COWZ (+$11M), GLDI (+$7.4M), VZ, BSJN, JEPI, VGSH.
Started 2530 new stock positions in BSTZ, NAT, CCAP, FDMT, NMFC, BLRX, REET, AI, SNDL, SPMB.
Reduced shares in these 10 stocks: NEAR (-$11M), SH (-$11M), VTIP (-$9.2M), SPY (-$6.4M), QQQ (-$5.7M), QID, ICSH, VOO, FLOT, RDVY.
Sold out of its positions in Brookfield Asset Management, Citrix Systems, Continental Resources, PKB, Ishares Tr Ibonds December 2022 Corp Etf, EWU, Ishares Tr ibonds 22 trm ts, NBH, Twitter, Atlassian Corp Plc cl a. Tpg Pace Ben Fin Corp, ICL.
Belpointe Asset Management was a net buyer of stock by $92M.
Belpointe Asset Management has $1.7B in assets under management (AUM), dropping by 11.86%.
Central Index Key (CIK): 0001721242

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Portfolio Holdings for Belpointe Asset Management

Belpointe Asset Management holds 3677 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Belpointe Asset Management has 3677 total positions. Only the first 250 positions are shown.

Sign up to view all of the Belpointe Asset Management Dec. 31, 2022 positions
Download the Belpointe Asset Management December 2022 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.3	$71M		543k	129.89	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.7	$45M	-12%	128k	350.07	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.5	$42M	+5%	135k	308.90	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.9	$32M	+69%	346k	91.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$29M	-16%	111k	261.54	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$25M	-4%	132k	191.19	View chart
Microsoft Corporation (MSFT)	1.5	$25M	-6%	103k	239.82	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	1.4	$24M		238k	100.00	View chart
Collaborative Investmnt Ser Rareview Sys Eqt (RSEE)	1.4	$23M	+107%	946k	23.89	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.4	$23M	+90%	486k	46.25	View chart
Collaborative Investmnt Ser Goose Hollow Tac (GHTA)	1.3	$21M	+138%	845k	24.74	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.2	$20M	+749%	447k	44.81	View chart
Amazon (AMZN)	1.0	$17M	-16%	207k	84.00	View chart
Johnson & Johnson (JNJ)	0.8	$14M	+25%	79k	176.65	View chart
Verizon Communications (VZ)	0.7	$12M	+48%	313k	39.40	View chart
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN)	0.7	$12M	+9%	726k	16.51	View chart
Collaborative Investmnt Ser Rareview Dynamic (RDFI)	0.7	$11M	+9%	501k	22.51	View chart
Bristol Myers Squibb (BMY)	0.7	$11M		150k	71.95	View chart
Exxon Mobil Corporation (XOM)	0.6	$10M	+6%	94k	110.30	View chart
NVIDIA Corporation (NVDA)	0.6	$10M	-16%	70k	146.14	View chart
JPMorgan Chase & Co. (JPM)	0.6	$10M	+19%	76k	134.10	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$10M	-10%	47k	213.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$10M	-15%	114k	88.23	View chart
Abbvie (ABBV)	0.6	$9.9M	+8%	61k	161.61	View chart
Badger Meter (BMI)	0.5	$9.1M		83k	109.03	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.5	$8.4M	-19%	234k	35.86	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.5	$8.4M		186k	44.98	View chart
Pioneer Natural Resources (PXD)	0.5	$7.9M	+17%	35k	228.40	View chart
Credit Suisse Ag Nassau Brh X Link Gold Shs (GLDI)	0.4	$7.4M	NEW	50k	147.07	View chart
Home Depot (HD)	0.4	$7.3M	+37%	23k	315.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$7.2M	+8%	19k	384.21	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$7.2M	+45%	42k	169.64	View chart
UnitedHealth (UNH)	0.4	$7.1M	+11%	13k	530.17	View chart
Chevron Corporation (CVX)	0.4	$7.0M		39k	179.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$7.0M	-34%	20k	351.34	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$6.7M	-15%	76k	88.61	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.4	$6.5M	+4%	96k	68.01	View chart
McDonald's Corporation (MCD)	0.4	$6.4M		24k	263.52	View chart
Pepsi (PEP)	0.4	$6.4M	+20%	36k	180.66	View chart
Pfizer (PFE)	0.4	$6.4M	+15%	125k	51.24	View chart
Goldman Sachs (GS)	0.4	$6.1M	-4%	18k	343.38	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$6.1M	+32%	57k	108.21	View chart
Lockheed Martin Corporation (LMT)	0.4	$6.0M	+31%	12k	486.49	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$5.9M		92k	63.90	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$5.9M	+83%	43k	135.85	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$5.8M	-4%	69k	84.75	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$5.8M	+7%	41k	140.37	View chart
Merck & Co (MRK)	0.3	$5.7M	+26%	52k	110.95	View chart
Tesla Motors (TSLA)	0.3	$5.7M	+8%	51k	111.16	View chart
Moderna (MRNA)	0.3	$5.6M	+65%	31k	179.62	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$5.6M	-9%	68k	82.43	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.3	$5.5M	-41%	110k	50.04	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$5.5M	+2%	76k	72.10	View chart
Broadcom (AVGO)	0.3	$5.4M		9.7k	559.13	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.3	$5.2M	+30%	179k	29.11	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$5.2M	-5%	42k	124.44	View chart
Nextera Energy (NEE)	0.3	$5.2M	-19%	62k	83.60	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$5.0M	-42%	99k	50.33	View chart
Costco Wholesale Corporation (COST)	0.3	$4.8M	-23%	11k	456.46	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$4.8M		28k	174.36	View chart
Procter & Gamble Company (PG)	0.3	$4.6M	-9%	31k	151.56	View chart
Sixth Street Specialty Lending (TSLX)	0.3	$4.5M	+4%	252k	17.80	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$4.5M	-30%	32k	141.25	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$4.4M	+4%	47k	94.64	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$4.4M	-20%	59k	74.95	View chart
EXACT Sciences Corporation (EXAS)	0.3	$4.3M	+76%	87k	49.51	View chart
Ishares U S Etf Tr Blackrock St Mat (NEAR)	0.3	$4.3M	-71%	88k	49.27	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$4.3M	+272%	79k	54.49	View chart
Walt Disney Company (DIS)	0.3	$4.3M	+29%	49k	86.88	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$4.2M	-68%	90k	46.71	View chart
Devon Energy Corporation (DVN)	0.3	$4.2M	+21%	68k	61.51	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$4.2M	+6%	35k	120.60	View chart
Waste Management (WM)	0.2	$4.0M		26k	156.88	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$4.0M	-2%	28k	145.07	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$4.0M	-37%	80k	50.13	View chart
Visa Com Cl A (V)	0.2	$4.0M	+3%	19k	207.75	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.2	$3.9M	+7%	102k	38.79	View chart
Eli Lilly & Co. (LLY)	0.2	$3.9M	+3%	11k	365.86	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$3.9M	-38%	26k	151.85	View chart
Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN)	0.2	$3.9M	NEW	166k	23.31	View chart
Abbott Laboratories (ABT)	0.2	$3.9M	-4%	35k	109.79	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$3.8M	-21%	51k	75.54	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$3.8M	-16%	29k	131.29	View chart
Meta Platforms Cl A (META)	0.2	$3.8M	-21%	32k	120.34	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$3.7M	-12%	75k	49.00	View chart
Proshares Tr Ultshrt Qqq (QID)	0.2	$3.5M	-57%	134k	25.97	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$3.5M		28k	125.11	View chart
CVS Caremark Corporation (CVS)	0.2	$3.4M	-14%	37k	93.19	View chart
Wp Carey (WPC)	0.2	$3.4M	+53%	44k	78.15	View chart
Wal-Mart Stores (WMT)	0.2	$3.4M		24k	141.79	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$3.4M	+618%	59k	57.82	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.2	$3.4M	+192%	11k	319.40	View chart
Thermo Fisher Scientific (TMO)	0.2	$3.4M	+6%	6.2k	550.58	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$3.2M	-14%	10k	315.33	View chart
Intel Corporation (INTC)	0.2	$3.2M	+8%	120k	26.43	View chart
At&t (T)	0.2	$3.2M	+38%	172k	18.41	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$3.1M	+13%	81k	38.71	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP)	0.2	$3.1M		106k	29.25	View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)	0.2	$3.1M	-47%	62k	49.46	View chart
Qualcomm (QCOM)	0.2	$3.1M	-8%	28k	109.94	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$3.0M	+10%	76k	39.91	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$3.0M	-11%	51k	58.50	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$3.0M		31k	95.78	View chart
W.R. Berkley Corporation (WRB)	0.2	$3.0M		41k	72.57	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$3.0M	+228%	41k	71.84	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$3.0M		122k	24.28	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$3.0M		16k	183.54	View chart
Bank of America Corporation (BAC)	0.2	$2.9M	+21%	89k	33.12	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$2.9M	+3%	85k	34.59	View chart
Northrop Grumman Corporation (NOC)	0.2	$2.9M	-4%	5.3k	545.62	View chart
Biontech Se Sponsored Ads (BNTX)	0.2	$2.9M	+97%	19k	150.22	View chart
Blackrock Muniyield Fund (MYD)	0.2	$2.9M	+11%	278k	10.41	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.2	$2.9M		53k	54.84	View chart
General Mills (GIS)	0.2	$2.9M	+23%	34k	83.85	View chart
International Business Machines (IBM)	0.2	$2.9M	-19%	20k	140.89	View chart
Federal Agric Mtg Corp CL C (AGM)	0.2	$2.8M	-6%	25k	112.71	View chart
Deere & Company (DE)	0.2	$2.8M	-4%	6.5k	428.78	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.8M		42k	65.64	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$2.7M	+19%	52k	52.57	View chart
Air Products & Chemicals (APD)	0.2	$2.7M	-5%	8.9k	308.26	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$2.7M	+58%	26k	105.24	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$2.7M	+2415%	49k	55.12	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$2.7M	+28%	18k	145.93	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$2.7M	+6%	11k	241.89	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$2.6M		25k	106.44	View chart
Philip Morris International (PM)	0.2	$2.6M	+31%	26k	101.21	View chart
Coca-Cola Company (KO)	0.2	$2.6M	+4%	41k	63.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.6M	+147%	67k	38.98	View chart
First Tr Morningstar Divid L SHS (FDL)	0.2	$2.6M	+173%	72k	36.56	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$2.6M	+15%	40k	64.91	View chart
Raytheon Technologies Corp (RTX)	0.2	$2.6M	+12%	26k	100.92	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$2.6M	-21%	30k	84.80	View chart
Gilead Sciences (GILD)	0.2	$2.5M	-17%	30k	85.85	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$2.5M	+11%	55k	45.88	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$2.5M	-34%	49k	51.72	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.5M	+7%	7.2k	347.72	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$2.5M	-8%	26k	96.99	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$2.5M	+35%	49k	50.67	View chart
Netflix (NFLX)	0.1	$2.5M	-4%	8.3k	294.88	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$2.4M	-3%	71k	34.20	View chart
ConocoPhillips (COP)	0.1	$2.4M		21k	118.00	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$2.4M	-7%	203k	11.80	View chart
Parker-Hannifin Corporation (PH)	0.1	$2.4M		8.2k	291.00	View chart
Vanguard World Fds Health Car Etf (VHT)	0.1	$2.4M	+7%	9.6k	248.03	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.4M	-26%	12k	203.82	View chart
Metropcs Communications (TMUS)	0.1	$2.4M	-20%	17k	140.00	View chart
Vanguard World Fds Utilities Etf (VPU)	0.1	$2.4M	+11%	15k	153.36	View chart
American Tower Reit (AMT)	0.1	$2.4M		11k	211.85	View chart
Union Pacific Corporation (UNP)	0.1	$2.3M	-3%	11k	207.07	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$2.3M	+53%	39k	59.57	View chart
Lululemon Athletica (LULU)	0.1	$2.3M	-9%	7.3k	320.38	View chart
Cisco Systems (CSCO)	0.1	$2.3M		48k	47.64	View chart
Starbucks Corporation (SBUX)	0.1	$2.3M	+6%	23k	99.20	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$2.2M	+50%	45k	50.14	View chart
Collaborative Investmnt Ser Rareview Inflatn (FLTN)	0.1	$2.2M	+152%	101k	22.27	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$2.2M	-4%	75k	29.69	View chart
Boeing Company (BA)	0.1	$2.2M		12k	190.49	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$2.2M	+23%	49k	44.93	View chart
Constellation Brands Cl A (STZ)	0.1	$2.2M		9.4k	231.74	View chart
3M Company (MMM)	0.1	$2.2M	+3%	18k	119.92	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$2.2M	+648%	147k	14.78	View chart
Ford Motor Company (F)	0.1	$2.2M	-11%	187k	11.63	View chart
Lowe's Companies (LOW)	0.1	$2.1M	+4%	11k	199.23	View chart
Enterprise Products Partners (EPD)	0.1	$2.1M	+2%	87k	24.12	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$2.1M	+37%	26k	81.17	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$2.1M	-20%	28k	74.49	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.1M	+86%	20k	105.52	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$2.1M		57k	36.19	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.1M	-10%	25k	83.76	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$2.0M	-19%	19k	105.43	View chart
First Tr Exchange-traded Nasdq Artfcial (ROBT)	0.1	$2.0M	+79%	56k	35.72	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.0M		19k	102.99	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.1	$2.0M	+144%	32k	62.77	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$2.0M	+133%	84k	23.59	View chart
Comcast Corp Cl A (CMCSA)	0.1	$2.0M	+49%	56k	34.97	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.0M		12k	165.21	View chart
Honeywell International (HON)	0.1	$1.9M	+2%	9.1k	214.30	View chart
salesforce (CRM)	0.1	$1.9M	-12%	15k	132.59	View chart
Advanced Micro Devices (AMD)	0.1	$1.9M	-61%	30k	64.77	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$1.9M	-36%	22k	88.09	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.1	$1.9M	+46%	24k	80.07	View chart
Zimmer Holdings (ZBH)	0.1	$1.9M		15k	127.50	View chart
Kingsway Finl Svcs Com New (KFS)	0.1	$1.9M	+155%	239k	7.93	View chart
Global X Fds Lithium Btry Etf (LIT)	0.1	$1.9M	+31%	32k	58.61	View chart
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)	0.1	$1.9M	+8%	108k	17.47	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$1.9M		52k	36.26	View chart
McKesson Corporation (MCK)	0.1	$1.9M	-32%	4.9k	375.09	View chart
Travelers Companies (TRV)	0.1	$1.8M	-16%	9.8k	187.50	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$1.8M	-7%	19k	98.65	View chart
Palo Alto Networks (PANW)	0.1	$1.8M	-21%	13k	139.54	View chart
First Tr Exch Traded Fd Iii Horizon Dmst Etf (HUSV)	0.1	$1.8M	-7%	55k	33.04	View chart
Realty Income (O)	0.1	$1.8M	+8%	28k	63.43	View chart
Marsh & McLennan Companies (MMC)	0.1	$1.8M		11k	165.48	View chart
Oracle Corporation (ORCL)	0.1	$1.7M	+12%	21k	81.74	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.1	$1.7M	NEW	22k	78.45	View chart
Target Corporation (TGT)	0.1	$1.7M	-4%	12k	149.03	View chart
First Tr Exchange-traded A Sml Cap Val Alph (FYT)	0.1	$1.7M	+594%	38k	45.02	View chart
Altria (MO)	0.1	$1.7M	+8%	38k	45.71	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$1.7M	+2%	143k	11.87	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.7M	+69%	3.8k	442.76	View chart
Invesco Db Us Dlr Index Tr Bullish Fd (UUP)	0.1	$1.7M	+15%	61k	27.81	View chart
EOG Resources (EOG)	0.1	$1.7M		13k	129.53	View chart
United Parcel Service CL B (UPS)	0.1	$1.7M	+3%	9.6k	173.83	View chart
Amgen (AMGN)	0.1	$1.6M	+4%	6.2k	262.64	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$1.6M	NEW	52k	31.74	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$1.6M	-7%	18k	90.48	View chart
Valero Energy Corporation (VLO)	0.1	$1.6M	+36%	13k	126.86	View chart
Wells Fargo & Company (WFC)	0.1	$1.6M	-6%	39k	41.29	View chart
BlackRock (BLK)	0.1	$1.6M	-27%	2.3k	708.76	View chart
Caterpillar (CAT)	0.1	$1.6M	+56%	6.7k	239.57	View chart
S&p Global (SPGI)	0.1	$1.6M		4.8k	334.95	View chart
Citigroup Com New (C)	0.1	$1.6M	+6%	44k	36.50	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.1	$1.6M	+15%	52k	30.39	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$1.6M	+164%	17k	92.75	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$1.6M	+9%	31k	51.54	View chart
Wec Energy Group (WEC)	0.1	$1.6M	+27%	17k	93.76	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.6M		14k	113.96	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.6M	+9%	16k	100.80	View chart
Green Brick Partners (GRBK)	0.1	$1.6M		64k	24.23	View chart
Ishares Tr Ibonds Dec23 Etf (IBDO)	0.1	$1.6M	+54%	62k	25.03	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.1	$1.6M	+84%	55k	28.23	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.6M	+62%	41k	37.90	View chart
Kraneshares Tr Quadrtc Int Rt (IVOL)	0.1	$1.6M	-50%	69k	22.61	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$1.5M	+127%	52k	29.38	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$1.5M	+448%	42k	35.95	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.1	$1.5M	-24%	32k	46.87	View chart
Archer Daniels Midland Company (ADM)	0.1	$1.5M	+120%	16k	92.85	View chart
Ishares Tr Ibonds 23 Trm Ts (IBTD)	0.1	$1.5M	NEW	61k	24.70	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$1.5M	-7%	12k	125.23	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$1.5M	-5%	33k	45.65	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.5M	+41%	67k	22.02	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.5M	-42%	35k	41.97	View chart
Freeport-mcmoran CL B (FCX)	0.1	$1.5M	+34%	38k	38.00	View chart
Cion Invt Corp (CION)	0.1	$1.5M	+9%	149k	9.75	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.4M	-18%	6.8k	214.23	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.4M		20k	73.63	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.4M	+11%	26k	56.48	View chart
Paypal Holdings (PYPL)	0.1	$1.4M	-16%	20k	70.88	View chart
Uber Technologies (UBER)	0.1	$1.4M	-7%	57k	24.73	View chart
Dollar General (DG)	0.1	$1.4M	+52%	5.7k	246.27	View chart
Xai Octagon Floatng Rate Alt (XFLT)	0.1	$1.4M	-6%	223k	6.32	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$1.4M	-29%	4.9k	288.78	View chart
Illinois Tool Works (ITW)	0.1	$1.4M	+4%	6.4k	220.29	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$1.4M	-30%	32k	43.92	View chart
Cigna Corp (CI)	0.1	$1.4M	+54%	4.2k	331.39	View chart
Dow (DOW)	0.1	$1.4M	-17%	28k	50.39	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$1.4M	-26%	14k	96.96	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.4M	-54%	60k	22.72	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.1	$1.4M	+29%	59k	23.01	View chart
Medtronic SHS (MDT)	0.1	$1.3M	-6%	17k	77.72	View chart

Past Filings by Belpointe Asset Management

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

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
Belpointe Asset Management 2019 Q4 filed Feb. 18, 2020
Belpointe Asset Management 2019 Q3 filed Jan. 16, 2020
Belpointe Asset Management 2019 Q2 filed Nov. 22, 2019

View all past filings

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