Belpointe Asset Management LLC Purchases in Q3 2025

Belpointe Asset Management LLC

  • $2.32 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1M
+ 459.36%
$23.29 - $23.38 $23.4M - $23.5M
1.22M $28.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
12.6K
+ 11.94%
$546.99 - $602.2 $6.87M - $7.57M
118K $70.7M
NVDA
Nvidia Corp

Technology
8.74K
+ 2.33%
$153.3 - $186.58 $1.34M - $1.63M
384K $71.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
12.2K
+ 14.14%
$617.65 - $666.84 $7.55M - $8.15M
98.6K $65.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
95.9K
+ 5.56%
$28.92 - $32.19 $2.77M - $3.09M
1.82M $58.1M
BALT
Innovator Etfs Tr
172K
New
$32.11 - $32.82 $5.54M - $5.66M
172K $5.66M
GOOGL
Alphabet Inc.

Communication Services
3.74K
+ 5.43%
$174.36 - $254.72 $652K - $953K
72.6K $17.7M
VUG
Vanguard Growth ETF

ETFs
4.7K
+ 7.86%
$433.97 - $484.08 $2.04M - $2.28M
64.5K $31M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
27.6K
+ 683.59%
$138.31 - $165.45 $3.81M - $4.56M
31.6K $5.23M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
35.6K
+ 12.62%
$84.28 - $89.46 $3M - $3.19M
318K $28.3M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
170K
+ 20.17%
$23.54 - $23.97 $4M - $4.07M
1.01M $24.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
56.6K
+ 4.1%
$24.46 - $26.5 $1.38M - $1.5M
1.44M $37.8M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
32.7K
+ 253.46%
$110.74 - $122.12 $3.62M - $4M
45.6K $5.52M
VTI
Vanguard Total Stock Market Et

ETFs
8.81K
+ 21.49%
$303.93 - $329.86 $2.68M - $2.91M
49.8K $16.3M
FNDX
Schwab Fundamental U S Large C

ETFs
62.7K
+ 5.05%
$24.38 - $26.34 $1.53M - $1.65M
1.3M $34.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
42.9K
+ 30.47%
$81.75 - $84.54 $3.5M - $3.62M
184K $15.4M
PLTR
Palantir Technologies Inc.

Technology
1.83K
+ 2.48%
$130.68 - $186.97 $239K - $341K
75.4K $13.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
32.5K
+ 20.44%
$72.65 - $78.68 $2.36M - $2.56M
191K $15M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
39.1K
+ 26.79%
$73.94 - $78.51 $2.89M - $3.07M
185K $14.4M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
83K
New
$33.78 - $36.74 $2.81M - $3.05M
83K $3.02M
VOT
Vanguard Mid Cap Growth Index

ETFs
7.95K
+ 13.05%
$282.75 - $294.19 $2.25M - $2.34M
68.9K $20.2M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
15.7K
+ 22.04%
$131.47 - $143.64 $2.06M - $2.25M
86.9K $12.3M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
53.5K
+ 504.91%
$47.36 - $47.65 $2.53M - $2.55M
64.1K $3.04M
MS
Morgan Stanley

Financial Services
15.5K
+ 432.86%
$139.09 - $161.16 $2.15M - $2.49M
19K $3.02M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
97.9K
New
$23.8 - $24.29 $2.33M - $2.38M
97.9K $2.36M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
45.3K
+ 360.98%
$50.47 - $50.74 $2.29M - $2.3M
57.9K $2.94M
ILF
Ishares Latin America 40 ETF

ETFs
78.2K
New
$24.77 - $28.98 $1.94M - $2.27M
78.2K $2.26M
IWB
Ishares Tr Russell 1000 ETF

ETFs
5.69K
+ 109.21%
$339.37 - $366.46 $1.93M - $2.09M
10.9K $3.99M
ABBV
Abb Vie Inc.

Healthcare
2.62K
+ 7.93%
$184.85 - $231.54 $484K - $606K
35.6K $8.25M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
70.2K
+ 102.25%
$23.82 - $25.84 $1.67M - $1.81M
139K $3.57M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
43.4K
+ 12.98%
$42.75 - $43.37 $1.86M - $1.88M
378K $16.4M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.83K
+ 38.16%
$275.84 - $326.36 $1.06M - $1.25M
13.9K $4.52M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
31.9K
+ 3.96%
$21.69 - $23.34 $691K - $744K
837K $19.5M
AVUV
American Centy ETF Tr Avantis

ETFs
16.1K
New
$90.37 - $102.12 $1.45M - $1.64M
16.1K $1.6M
ECOW
Pacer Fds Tr Emerging Markets

ETFs
63.7K
+ 599.91%
$21.94 - $24.44 $1.4M - $1.56M
74.3K $1.82M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
17.4K
+ 343.02%
$68.94 - $86.3 $1.2M - $1.5M
22.4K $1.93M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.26K
+ 4.03%
$108.46 - $120.63 $462K - $514K
110K $13.1M
IWY
Ishares Tr Russell 200 Growth

ETFs
4.08K
+ 28.69%
$243.93 - $275.62 $995K - $1.12M
18.3K $5.01M
XAR
Spdr S&P Aerospace & Defense E

ETFs
6.33K
New
$205.52 - $234.96 $1.3M - $1.49M
6.33K $1.49M
MU
Micron Technology Inc

Technology
4.34K
+ 25.55%
$104.88 - $168.89 $455K - $733K
21.3K $3.57M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.52K
+ 8.3%
$103.83 - $179.9 $158K - $273K
19.8K $3.54M
AMZN
Amazon Com Inc

Consumer Cyclical
6.51K
+ 4.86%
$211.65 - $238.24 $1.38M - $1.55M
140K $30.8M
APP
App Lovin Corp

Technology
461
+ 15.3%
$335.1 - $718.54 $154K - $331K
3.48K $2.5M
CVX
Chevron Corp

Energy
7.1K
+ 28.93%
$145.57 - $161.83 $1.03M - $1.15M
31.7K $4.92M
FXE
Invesco Currency Shares Euro Trust

ETFs
12.9K
New
$105.31 - $109.29 $1.36M - $1.41M
12.9K $1.4M
SHOP
Shopify Inc.

Technology
8.72K
+ 449.59%
$112.11 - $157.12 $978K - $1.37M
10.7K $1.58M
JNJ
Johnson & Johnson

Healthcare
4.57K
+ 30.03%
$155.17 - $185.42 $709K - $847K
19.8K $3.67M
BMY
Bristol Myers Squibb CO

Healthcare
30.8K
+ 42.58%
$43.31 - $48.98 $1.34M - $1.51M
103K $4.66M
IEFA
Ishares Tr

ETFs
11.9K
+ 17.03%
$81.7 - $87.53 $968K - $1.04M
81.4K $7.11M
Activity Summary
Buys All Purchases 552 New Holdings 134 Increased Positions 418 Sells All Sells 383 Reductions 383 Sold out 0 Options Calls 0 Puts 0
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