Belpointe Asset Management LLC Portfolio Holdings
Belpointe Asset Management LLC
- $1.24 Billion
- Q1 2024
Belpointe Asset Management LLC has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.24 Billion distributed in 783 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $61.5M, Spdr S&P 500 ETF Trust with a value of $48.8M, Invesco Qqq Trust, Series 1 with a value of $41.9M, Nvidia Corp with a value of $34M, and Microsoft Corp with a value of $33.1M.
Examining the 13F form we can see an increase of $185M in the current position value, from $1.05B to 1.24B.
Below you can find more details about Belpointe Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.24 Billion
ETFs: $555 Million
Technology: $224 Million
Financial Services: $92.8 Million
Healthcare: $70.6 Million
Consumer Cyclical: $67.3 Million
Industrials: $53.2 Million
Communication Services: $50.3 Million
Energy: $32.5 Million
Other: $88.5 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 783
- Current Value $1.24 Billion
- Prior Value $1.05 Billion
- Filing
- Period Q1 2024
- Filing Date May 08, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 154 stocks
- Additional Purchases 324 stocks
- Sold out of 0 stocks
- Reduced holdings in 265 stocks