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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 SGOV, AAPL, SPY, QQQ, NVDA, and represent 15.08% of Belpointe Asset Management's stock portfolio.
Added to shares of these 10 stocks: SGOV (+$78M), SCHX (+$30M), FNDX (+$30M), SCHG (+$28M), CLIP (+$19M), BIL (+$17M), SCHF (+$16M), VO (+$9.6M), IJR (+$9.4M), EMXC (+$8.8M).
Started 223 new stock positions in GTLB, JPRE, WPM, UBS, PSCE, VPU, SLV, RWM, DOX, PEN.
Reduced shares in these 10 stocks: TLT (-$13M), AAPL (-$11M), SPLG (-$11M), COWZ (-$7.7M), XLC (-$6.4M), BMY (-$5.6M), IGM (-$5.2M), IEI (-$5.2M), TIP, PSFF.
Sold out of its positions in QLEIX, AQMIX, ARKG, Aberdeen Asia-Pacific Income Fund, MVPL, FEBW, ALB, AQN, QVAL, COLD.
Belpointe Asset Management was a net buyer of stock by $282M.
Belpointe Asset Management has $1.9B in assets under management (AUM), dropping by 15.77%.
Central Index Key (CIK): 0001721242

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Portfolio Holdings for Belpointe Asset Management

Belpointe Asset Management holds 914 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Belpointe Asset Management has 914 total positions. Only the first 250 positions are shown.

Sign up to view all of the Belpointe Asset Management March 31, 2025 positions
Download the Belpointe Asset Management March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Etf (SGOV)	4.1	$79M	+12921%	782k	100.67	View chart
Apple (AAPL)	3.6	$70M	-13%	315k	222.13	View chart
Spdr S&p 500 Etf Etf (SPY)	2.9	$56M	+4%	100k	559.55	View chart
Invesco QQQ Trust Etf (QQQ)	2.4	$46M	-5%	98k	468.93	View chart
NVIDIA Corporation (NVDA)	2.0	$39M		371k	105.63	View chart
Collaborative Investmnt Ser Etf (NDOW)	1.9	$36M	-4%	1.5M	24.62	View chart
Spdr Series Trust Spdr Bloomberg 1 3 Month T Bill Etf Etf (BIL)	1.9	$36M	+90%	388k	91.73	View chart
Badger Meter (BMI)	1.8	$34M		179k	190.25	View chart
Schwab Strategic Tr Etf (SCHX)	1.6	$31M	+10083%	1.4M	22.08	View chart
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)	1.6	$30M	NEW	1.3M	23.61	View chart
Microsoft Corporation (MSFT)	1.5	$29M		78k	375.39	View chart
Schwab Strategic Tr Etf (SCHG)	1.5	$29M	+16634%	1.1M	25.04	View chart
Collaborative Investmnt Ser Etf (RSEE)	1.5	$28M	+4%	1.0M	27.60	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.3	$25M	+14%	49k	513.93	View chart
Berkshire Hathaway (BRK.B)	1.3	$25M		47k	532.57	View chart
Amazon (AMZN)	1.3	$24M	-6%	128k	190.27	View chart
Belpointe Prep Etf (OZ)	1.0	$20M	+2%	307k	64.50	View chart
Global X Funds Global X 1-3 Month T-Bill ETF Etf (CLIP)	1.0	$19M	NEW	189k	100.44	View chart
Collaborative Investmnt Ser Etf (RTRE)	1.0	$19M	+32%	756k	25.04	View chart
Facebook Inc cl a (META)	0.9	$18M	-5%	32k	576.40	View chart
Ishares Tr Etf (IVV)	0.9	$17M	+98%	30k	561.94	View chart
Schwab Strategic Tr Etf (SCHF)	0.8	$16M	+6924%	815k	19.78	View chart
Collaborative Investmnt Ser Etf (GHTA)	0.6	$12M	+3%	423k	29.09	View chart
Collaborative Investmnt Ser Etf (RDFI)	0.6	$12M	-9%	520k	23.66	View chart
Spdr Gold Tr Gold Etf (GLD)	0.6	$12M	+53%	40k	287.97	View chart
Alphabet Inc Class A cs (GOOGL)	0.6	$11M	+12%	74k	154.64	View chart
Vanguard Index Fds Etf (VO)	0.6	$11M	+658%	43k	258.62	View chart
Ishares Tr Etf (IJR)	0.6	$11M	+702%	102k	104.57	View chart
JPMorgan Chase & Co. (JPM)	0.5	$9.9M		40k	245.30	View chart
Ishares Etf (EMXC)	0.5	$9.7M	+957%	177k	55.09	View chart
Vanguard Scottsdale Fds Etf (VCIT)	0.5	$9.5M		116k	81.76	View chart
General Electric (GE)	0.5	$9.4M	-2%	47k	200.13	View chart
Netflix (NFLX)	0.5	$9.2M	+7%	9.9k	932.59	View chart
J P Morgan Exchange Traded F Etf (JEPI)	0.5	$9.2M	+54%	161k	57.14	View chart
Vanguard World Etf (VGT)	0.5	$8.9M	+11%	16k	542.38	View chart
Tesla Motors (TSLA)	0.5	$8.7M	-28%	33k	259.38	View chart
Collaborative Investmnt Ser Etf (GHMS)	0.4	$8.5M	-23%	330k	25.92	View chart
Spdr Index Shs Fds Etf (SPDW)	0.4	$8.3M	+87%	228k	36.41	View chart
Ea Series Trust (ROE)	0.4	$8.0M	NEW	273k	29.27	View chart
Pgim Etf Tr Etf (PULS)	0.4	$7.9M	+22%	159k	49.73	View chart
Spdr Ser Tr Etf (SPLG)	0.4	$7.9M	-57%	120k	65.76	View chart
Alphabet Inc Class C cs (GOOG)	0.4	$7.3M		47k	156.25	View chart
Abbvie (ABBV)	0.4	$7.3M	-12%	35k	209.53	View chart
Ishares Trust Ishares Msci Eafe Growth Etf Etf (EFG)	0.4	$7.2M	+2953%	72k	100.00	View chart
Exxon Mobil Corporation (XOM)	0.4	$7.2M		61k	118.93	View chart
Costco Wholesale Corporation (COST)	0.4	$7.1M	-15%	7.5k	945.78	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.4	$7.0M	-11%	26k	274.85	View chart
Visa (V)	0.4	$6.8M	+32%	20k	350.47	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.4	$6.8M	+64%	245k	27.96	View chart
Vanguard Scottsdale Fds Etf (VGSH)	0.3	$6.6M	+113%	113k	58.69	View chart
Ishares Tr Etf (IJH)	0.3	$6.5M	+2%	112k	58.35	View chart
Northern Lts Fd Tr Iv Etf (PTL)	0.3	$6.4M	+57%	31k	205.51	View chart
Vanguard Intl Equity Index F Etf (VT)	0.3	$6.4M	+3%	55k	115.95	View chart
Spdr Index Shs Fds Etf (SPGM)	0.3	$6.3M	+9%	102k	62.42	View chart
Select Sector Spdr Trust The Technology Select Sector Spdr Fund Etf (XLK)	0.3	$6.3M	-4%	30k	206.85	View chart
Collaborative Investmnt Ser Etf (SNAV)	0.3	$6.1M	-28%	205k	29.81	View chart
Broadcom (AVGO)	0.3	$5.9M	+53%	35k	167.43	View chart
Bristol Myers Squibb (BMY)	0.3	$5.9M	-48%	97k	60.99	View chart
Wisdomtree Tr Etf (USFR)	0.3	$5.8M	+377%	116k	50.33	View chart
Select Sector Spdr Trust The Financial Select Sector Spdr Fund Etf (XLF)	0.3	$5.8M	+5%	116k	49.78	View chart
Global X Fds Etf (QYLD)	0.3	$5.8M	+13%	347k	16.63	View chart
Global X Fds Etf (XYLD)	0.3	$5.8M	+41%	146k	39.49	View chart
Home Depot (HD)	0.3	$5.7M	+25%	16k	366.51	View chart
Simplify Exchange Traded Fun (CTA)	0.3	$5.7M	NEW	192k	29.60	View chart
Ishares Tr Etf (IVW)	0.3	$5.6M	-40%	61k	92.83	View chart
Innovator Etfs Tr Innovator U S Equity Power Buffer Etf Etf (PDEC)	0.3	$5.6M	+1208%	149k	37.62	View chart
Palantir Technologies (PLTR)	0.3	$5.5M	-17%	65k	84.40	View chart
Johnson & Johnson (JNJ)	0.3	$5.3M	+35%	32k	165.85	View chart
Ameren Corporation (AEE)	0.3	$5.3M		53k	100.40	View chart
Invesco Exchange Traded Fd T Etf (PPA)	0.3	$5.2M	+30%	45k	116.55	View chart
Raytheon Technologies Corp (RTX)	0.3	$5.2M	+38%	39k	132.46	View chart
Waste Management (WM)	0.3	$5.0M		22k	231.52	View chart
Vanguard Instl Index	0.3	$4.9M	NEW	65k	75.44	View chart
Vanguard Scottsdale Fds Etf (VCSH)	0.3	$4.8M	+625%	61k	78.94	View chart
UnitedHealth (UNH)	0.2	$4.8M	+3%	9.1k	523.77	View chart
Parker-Hannifin Corporation (PH)	0.2	$4.7M		7.8k	607.85	View chart
Vanguard Index Funds Vanguard Value Etf Etf (VTV)	0.2	$4.7M	+98%	27k	172.69	View chart
MasterCard Incorporated (MA)	0.2	$4.6M	-8%	8.5k	548.16	View chart
Ishares Core U S Aggregate Bd Etf Etf (AGG)	0.2	$4.6M	+354%	46k	98.81	View chart
Sprott Physical Silver Tr Etf (PSLV)	0.2	$4.6M	+853%	393k	11.60	View chart
Ishares Tr Etf (MBB)	0.2	$4.5M		48k	93.78	View chart
First Trust Long/Short Equity ETF Etf (FTLS)	0.2	$4.4M	-17%	68k	64.08	View chart
Oracle Corporation (ORCL)	0.2	$4.4M	-13%	31k	139.82	View chart
McDonald's Corporation (MCD)	0.2	$4.4M		14k	312.41	View chart
J P Morgan Exchange Traded F Etf (JEPQ)	0.2	$4.3M	+66%	84k	51.78	View chart
Qualcomm (QCOM)	0.2	$4.3M	+24%	28k	153.61	View chart
Select Sector Spdr Trust Shs Ben Int Energy Etf (XLE)	0.2	$4.2M	-15%	45k	93.43	View chart
Verizon Communications (VZ)	0.2	$4.1M	-22%	91k	45.36	View chart
Procter & Gamble Company (PG)	0.2	$4.1M	-4%	24k	170.42	View chart
Nextera Energy (NEE)	0.2	$4.0M	-4%	57k	70.89	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$3.9M	-41%	48k	81.73	View chart
Wal-Mart Stores (WMT)	0.2	$3.9M	+2%	45k	87.79	View chart
Wisdomtree Tr Etf (DTD)	0.2	$3.9M	+816%	50k	76.95	View chart
Eli Lilly & Co. (LLY)	0.2	$3.9M	-6%	4.7k	825.94	View chart
Chevron Corporation (CVX)	0.2	$3.9M	+5%	23k	167.30	View chart
Select Sector Spdr Trust The Health Care Select Sector Spdr Fund Etf (XLV)	0.2	$3.8M	+15%	26k	145.95	View chart
Invesco Exchange Traded Fd T Etf (XMMO)	0.2	$3.8M	+315%	34k	113.76	View chart
Abbott Laboratories (ABT)	0.2	$3.8M	+2%	29k	132.65	View chart
Invesco NASDAQ 100 ETF Etf (QQQM)	0.2	$3.8M	-24%	20k	193.02	View chart
Innovator Etfs Trust Etf (PAPR)	0.2	$3.7M	-41%	105k	35.66	View chart
Ishares Tr 0-5yr invt gr cp (SLQD)	0.2	$3.7M	NEW	74k	50.28	View chart
Vaneck Etf Trust Vaneck Gold Miners Etf Etf (GDX)	0.2	$3.7M	+124%	81k	45.96	View chart
Ishares Tr Etf (IGM)	0.2	$3.7M	-58%	41k	90.67	View chart
At&t (T)	0.2	$3.7M	-13%	131k	28.28	View chart
Ishares Tr Etf (IEFA)	0.2	$3.7M	+885%	49k	75.65	View chart
Alps Etf Trust Alerian Mlp Etf Etf (AMLP)	0.2	$3.6M	+292%	69k	51.92	View chart
Abrdn Precious Metals Basket Etf (GLTR)	0.2	$3.5M	+19%	27k	129.47	View chart
Pacer Fds Tr Us Cash Cows 100 Etf Etf (COWZ)	0.2	$3.5M	-68%	64k	54.76	View chart
Cisco Systems (CSCO)	0.2	$3.5M	+87%	57k	61.71	View chart
Philip Morris International (PM)	0.2	$3.4M	+34%	21k	158.74	View chart
Ishares Trust Ishares 7 10 Year Treasury Bond Etf Etf (IEF)	0.2	$3.3M	+12%	35k	95.35	View chart
Pfizer (PFE)	0.2	$3.3M	-43%	130k	25.34	View chart
W.R. Berkley Corporation (WRB)	0.2	$3.3M		46k	71.16	View chart
Ishares Tr Etf (IVE)	0.2	$3.3M	-7%	17k	190.58	View chart
Wec Energy Group (WEC)	0.2	$3.3M	-19%	30k	108.98	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$3.2M	-55%	16k	199.49	View chart
Kingsway Finl Svcs (KFS)	0.2	$3.2M		409k	7.92	View chart
Altria (MO)	0.2	$3.2M	-13%	54k	60.02	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.2	$3.1M	+166%	34k	92.99	View chart
Ishares Tr Etf (IWF)	0.2	$3.1M		8.5k	361.10	View chart
Goldman Sachs (GS)	0.2	$3.1M	+53%	5.6k	546.33	View chart
Ishares Tr Etf (ICF)	0.2	$3.1M	-4%	50k	61.53	View chart
Ishares Tr Etf (ACWX)	0.2	$3.0M	+286%	55k	55.45	View chart
Direxion Shs Etf Tr Etf (SPDN)	0.2	$3.0M	+45%	257k	11.59	View chart
Capital Grp Fixed Incm Etf T Etf (CGCP)	0.2	$3.0M	+3%	132k	22.45	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	0.2	$3.0M	-5%	17k	173.59	View chart
Ishares Tr Etf (MUB)	0.2	$2.9M	+476%	28k	105.44	View chart
Green Brick Partners (GRBK)	0.2	$2.9M		50k	58.31	View chart
Thermo Fisher Scientific (TMO)	0.2	$2.9M	-6%	5.8k	497.66	View chart
Sprott Physical Gold & Silve Etf (CEF)	0.2	$2.9M	+742%	102k	28.41	View chart
Simplify Exchange Traded Fun Etf (TUA)	0.2	$2.9M	+5%	132k	21.97	View chart
Invesco Exchange Traded Fund Trust Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$2.9M	+30%	17k	173.27	View chart
Ishares U S Etf Tr Blackrock Short Maturity Bond Etf Etf (NEAR)	0.1	$2.9M	-3%	56k	50.87	View chart
Northern Lts Fd Tr Iv Etf (BIBL)	0.1	$2.8M		73k	38.41	View chart
Spdr Ser Tr Etf (SPYV)	0.1	$2.8M	+325%	55k	51.07	View chart
Ishares Trust Ishares Floating Rate Bond Etf Etf (FLOT)	0.1	$2.8M	+108%	55k	51.04	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.8M	-6%	15k	179.70	View chart
Crowdstrike Hldgs Inc cl a (CRWD)	0.1	$2.8M	-24%	7.8k	352.58	View chart
Uber Technologies (UBER)	0.1	$2.7M	+415%	37k	72.84	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$2.7M	+31%	62k	43.69	View chart
Xai Octagon Floatng Rate Alt (XFLT)	0.1	$2.6M	-26%	448k	5.91	View chart
Vanguard Index Fds Etf (VOT)	0.1	$2.6M	+111%	11k	244.65	View chart
Coca-Cola Company (KO)	0.1	$2.6M	+22%	37k	71.62	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.6M	-20%	5.9k	446.72	View chart
AmerisourceBergen (COR)	0.1	$2.6M	+131%	9.3k	278.10	View chart
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)	0.1	$2.6M	+8%	50k	50.71	View chart
Air Products & Chemicals (APD)	0.1	$2.5M		8.6k	294.92	View chart
Select Sector Spdr Trust The Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$2.5M	+33%	19k	131.09	View chart
Ishares Tr Etf (ICSH)	0.1	$2.5M	-4%	49k	50.70	View chart
Vanguard Bd Index Fds Etf (BLV)	0.1	$2.5M	-26%	35k	70.42	View chart
Listed Fd Tr Etf (MAGS)	0.1	$2.4M	-24%	53k	45.86	View chart
First Tr Exchange-traded Etf (LMBS)	0.1	$2.4M	+236%	50k	49.16	View chart
Angel Oak Income ETF (CARY)	0.1	$2.4M	NEW	117k	20.76	View chart
Citigroup (C)	0.1	$2.4M	-2%	34k	70.99	View chart
Micron Technology (MU)	0.1	$2.4M	-18%	27k	86.88	View chart
Pepsi (PEP)	0.1	$2.3M	-43%	16k	149.95	View chart
Vanguard Index Fds Etf (VBR)	0.1	$2.3M	+62%	13k	186.30	View chart
Invesco Actively Managed Exc Etf (GSY)	0.1	$2.3M	-2%	47k	50.12	View chart
Servicenow (NOW)	0.1	$2.3M	-17%	2.9k	796.14	View chart
EXACT Sciences Corporation (EXAS)	0.1	$2.3M	-15%	52k	43.29	View chart
Sprott Physical Gold Tr Etf (PHYS)	0.1	$2.3M	NEW	94k	24.06	View chart
Vanguard Specialized Funds Etf (VIG)	0.1	$2.2M	-13%	11k	193.99	View chart
Select Sector Spdr Trust The Communication Services Select Sector Spdr Fund Etf (XLC)	0.1	$2.2M	-74%	22k	96.46	View chart
Realty Income (O)	0.1	$2.1M	+78%	37k	58.01	View chart
Ishares Tr Etf (STIP)	0.1	$2.1M	-27%	21k	103.47	View chart
EOG Resources (EOG)	0.1	$2.1M	-10%	17k	128.24	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.1	$2.1M	+4%	27k	78.89	View chart
Vanguard Index Fds Etf (VB)	0.1	$2.1M	+69%	9.5k	221.77	View chart
Bank of America Corporation (BAC)	0.1	$2.1M	+6%	50k	41.73	View chart
Innovator Etfs Trust Etf (BAPR)	0.1	$2.1M	+13%	49k	42.47	View chart
First Tr Exchange-traded Etf (FTGS)	0.1	$2.1M		70k	29.75	View chart
Walt Disney Company (DIS)	0.1	$2.1M	+2%	21k	98.70	View chart
S&p Global (SPGI)	0.1	$2.1M		4.1k	508.10	View chart
salesforce (CRM)	0.1	$2.1M	+91%	7.7k	268.47	View chart
Boeing Company (BA)	0.1	$2.1M	-3%	12k	170.55	View chart
Spdr Index Shs Fds Etf (FEZ)	0.1	$2.0M	NEW	37k	54.41	View chart
Select Sector Spdr Trust The Utilities Select Sector Spdr Trust Etf (XLU)	0.1	$2.0M	+98%	26k	78.79	View chart
Amgen (AMGN)	0.1	$2.0M	-34%	6.4k	311.56	View chart
Vanguard Index Fds Etf (VUG)	0.1	$2.0M	-9%	5.4k	370.85	View chart
Blackrock (BLK)	0.1	$2.0M	NEW	2.1k	946.75	View chart
Alibaba Group Holding (BABA)	0.1	$2.0M	-14%	15k	132.23	View chart
Spdr Index Shares Funds Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$2.0M	+141%	50k	39.37	View chart
Intercontinental Exchange (ICE)	0.1	$2.0M	+24%	11k	172.50	View chart
Pacer Fds Tr Etf (ECOW)	0.1	$1.9M	-9%	95k	20.42	View chart
Global X Mlp & Energy Infrastructure Etf etf (MLPX)	0.1	$1.9M	NEW	31k	63.81	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$1.9M	+228%	4.0k	484.82	View chart
Vaneck Etf Trust Etf (SMH)	0.1	$1.9M	+18%	9.2k	211.49	View chart
Lowe's Companies (LOW)	0.1	$1.9M	-2%	8.3k	233.24	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.1	$1.9M	-6%	14k	135.68	View chart
Devon Energy Corporation (DVN)	0.1	$1.9M	+206%	51k	37.40	View chart
Timothy Plan Etf (TPLC)	0.1	$1.9M	+17%	45k	42.44	View chart
Vanguard Consumer Staples ETF (VDC)	0.1	$1.9M	NEW	8.6k	218.82	View chart
Ea Series Trust (BOXX)	0.1	$1.9M	NEW	17k	111.49	View chart
Global X Mlp Etf etf (MLPA)	0.1	$1.9M	NEW	35k	53.23	View chart
JPMorgan Active Growth ETF Etf (JGRO)	0.1	$1.9M	+5%	25k	73.79	View chart
Pacer Fds Tr Etf (GCOW)	0.1	$1.8M	-9%	50k	36.98	View chart
Ishares Tr Etf (IJJ)	0.1	$1.8M	+374%	15k	119.73	View chart
PSQ Holdings (PSQH)	0.1	$1.8M	NEW	804k	2.29	View chart
Ishares Tr Etf (IWR)	0.1	$1.8M	+131%	22k	85.07	View chart
Travelers Companies (TRV)	0.1	$1.8M	-5%	6.8k	264.49	View chart
Cme (CME)	0.1	$1.8M	+88%	6.8k	265.32	View chart
Ark 21shares Bitcoin Etf Etf (ARKB)	0.1	$1.8M	NEW	22k	82.20	View chart
First Trust Large Cap Core Alp Fnd (FEX)	0.1	$1.8M	-5%	18k	102.46	View chart
First Tr Exchange Traded Etf (CIBR)	0.1	$1.8M	-2%	28k	63.00	View chart
Kenvue (KVUE)	0.1	$1.8M	+85%	74k	23.98	View chart
JPMorgan Core Plus Bond ETF Etf (JCPB)	0.1	$1.8M	-5%	37k	47.04	View chart
International Business Machines (IBM)	0.1	$1.8M		7.0k	248.68	View chart
Ishares Tr rus200 grw idx (IWY)	0.1	$1.7M	NEW	8.2k	210.96	View chart
Paypal Holdings (PYPL)	0.1	$1.7M	-18%	27k	65.29	View chart
Pza etf (PZA)	0.1	$1.7M	NEW	75k	23.04	View chart
Arista Networks (ANET)	0.1	$1.7M	NEW	22k	77.48	View chart
Enterprise Products Partners (EPD)	0.1	$1.7M	-12%	50k	34.14	View chart
Vanguard Index Fds Etf (VBK)	0.1	$1.7M	+12%	6.8k	251.77	View chart
Baker Hughes A Ge Company (BKR)	0.1	$1.7M	NEW	39k	43.93	View chart
Vistra Energy (VST)	0.1	$1.7M		15k	117.44	View chart
Kelly Strategic Etf Trust (RUNN)	0.1	$1.7M	NEW	53k	32.43	View chart
Pimco Dynamic Income Oprnts Etf (PDO)	0.1	$1.7M	-2%	120k	13.88	View chart
Vanguard Bd Index Fds Vanguard Ultra Short Bond Etf Etf (VUSB)	0.1	$1.7M	+8%	33k	49.85	View chart
3M Company (MMM)	0.1	$1.7M	-15%	11k	146.86	View chart
Spdr Ser Tr Etf (SPYG)	0.1	$1.6M		20k	80.37	View chart
Sony Group Corp Etf (SONY)	0.1	$1.6M	+662%	64k	25.39	View chart
Pacer Fds Tr Etf (PALC)	0.1	$1.6M	+6%	34k	47.95	View chart
JPMorgan Intl Research Enhanced Equity ETF Etf (JIRE)	0.1	$1.6M		25k	63.72	View chart
Wisdomtree Tr Etf (EPI)	0.1	$1.6M	-8%	37k	43.71	View chart
Berkshire Hathaway (BRK.A)	0.1	$1.6M	NEW	2.00	798441.50	View chart
Dell Technologies (DELL)	0.1	$1.6M	+390%	17k	91.16	View chart
Energy Transfer Equity (ET)	0.1	$1.6M	+9%	85k	18.59	View chart
Ishares Tr eafe min volat (EFAV)	0.1	$1.6M	NEW	20k	77.92	View chart
Agf Investments Trust agfiq us mk anti (BTAL)	0.1	$1.6M	NEW	76k	20.84	View chart
Automatic Data Processing (ADP)	0.1	$1.6M	-10%	5.1k	305.55	View chart
Ishares 20 Plus Year Treasury Bond Etf Etf (TLT)	0.1	$1.6M	-89%	17k	91.01	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$1.6M	+24%	31k	50.82	View chart
American Tower Reit (AMT)	0.1	$1.6M	-44%	7.1k	217.60	View chart
iShares S&P SmallCap 600 Value Idx (IJS)	0.1	$1.5M	NEW	16k	97.48	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.5M	-52%	3.0k	512.10	View chart
Honeywell International (HON)	0.1	$1.5M	-29%	7.2k	211.76	View chart
Taiwan Semiconductor Mfg Co Ltd-sponsored Adr Repstg 5 Etf (TSM)	0.1	$1.5M	-35%	9.2k	166.16	View chart
Cheniere Energy (LNG)	0.1	$1.5M	+157%	6.6k	231.41	View chart
Ishares Tr Etf (IWB)	0.1	$1.5M	+39%	5.0k	306.80	View chart
Zimmer Holdings (ZBH)	0.1	$1.5M		13k	113.18	View chart
Schwab Strategic Tr Etf (SCHO)	0.1	$1.5M	+69%	62k	24.34	View chart
Aon (AON)	0.1	$1.5M	+291%	3.8k	399.09	View chart
Union Pacific Corporation (UNP)	0.1	$1.5M	-19%	6.4k	236.26	View chart
Lululemon Athletica (LULU)	0.1	$1.5M	-13%	5.3k	283.09	View chart
Schlumberger (SLB)	0.1	$1.5M	-8%	36k	41.80	View chart
Vanguard Intl Equity Index F Etf (VEU)	0.1	$1.5M	-52%	24k	60.66	View chart
Doubleline Etf Trust Etf (DCRE)	0.1	$1.5M	-26%	28k	51.87	View chart
Wp Carey (WPC)	0.1	$1.5M	+22%	23k	63.11	View chart
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI)	0.1	$1.5M	NEW	32k	45.07	View chart
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB)	0.1	$1.5M	NEW	28k	52.37	View chart

Past Filings by Belpointe Asset Management

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

Belpointe Asset Management 2025 Q1 filed May 20, 2025
Belpointe Asset Management 2024 Q4 filed Feb. 13, 2025
Belpointe Asset Management 2024 Q3 filed Nov. 13, 2024
Belpointe Asset Management 2024 Q2 filed Aug. 2, 2024
Belpointe Asset Management 2024 Q1 filed May 8, 2024
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

View all past filings

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