Belpointe Asset Management

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

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Positions held by Belpointe Asset Management consolidated in one spreadsheet with up to 7 years of data

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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.

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

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

View all past filings