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