Belpointe Asset Management LLC Purchases in Q1 2025

Belpointe Asset Management LLC

  • $1.69 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
776K
+ 12921.04%
$100.34 - $100.68 $77.8M - $78.1M
782K $78.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.37M
+ 10083.67%
$21.75 - $24.28 $29.8M - $33.3M
1.38M $30.6M
FNDX
Schwab Fundamental U S Large C

ETFs
1.27M
New
$23.03 - $25.01 $29.2M - $31.7M
1.27M $30M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.14M
+ 16634.09%
$24.91 - $29.02 $28.3M - $33M
1.14M $28.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
185K
+ 90.86%
$91.45 - $91.75 $16.9M - $16.9M
388K $35.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
803K
+ 6924.97%
$18.36 - $20.51 $14.7M - $16.5M
815K $16.1M
VO
Vanguard Mid Cap ETF

ETFs
37K
+ 658.63%
$251.87 - $277.95 $9.33M - $10.3M
42.7K $11M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
89.5K
+ 702.16%
$102.49 - $119.96 $9.17M - $10.7M
102K $10.7M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
160K
+ 957.74%
$54.25 - $57.64 $8.67M - $9.22M
177K $9.73M
IVV
Ishares Core S&P 500 ETF

ETFs
15.1K
+ 98.84%
$554.06 - $615.85 $8.36M - $9.3M
30.4K $17.1M
CTA
Simplify Exch Traded Fds Simpl

ETFs
191K
New
$27.81 - $30.21 $5.32M - $5.78M
191K $5.67M
GLD
Spdr Gold Trust

ETFs
13.9K
+ 53.04%
$243.19 - $288.14 $3.39M - $4.01M
40.2K $11.6M
USFR
Wisdomtree Floating Rate Treas

ETFs
91.6K
+ 377.32%
$50.29 - $50.5 $4.61M - $4.63M
116K $5.83M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
52.9K
+ 625.7%
$77.7 - $78.94 $4.11M - $4.17M
61.3K $4.84M
PSLV
Sprott Physical Silver Trust

Financial Services
352K
+ 853.09%
$9.86 - $11.68 $3.47M - $4.11M
393K $4.56M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
107K
+ 87.89%
$33.84 - $37.77 $3.61M - $4.03M
228K $8.31M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
74.4K
New
$49.6 - $50.28 $3.69M - $3.74M
74.4K $3.74M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
36.1K
+ 354.47%
$95.85 - $99.25 $3.46M - $3.58M
46.2K $4.57M
VGSH
Vanguard

ETFs
59.9K
+ 113.66%
$58.07 - $58.69 $3.48M - $3.52M
113K $6.61M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
44.9K
+ 816.1%
$74.87 - $79.99 $3.36M - $3.59M
50.4K $3.88M
IEFA
Ishares Tr

ETFs
43.6K
+ 885.7%
$69.57 - $78.65 $3.03M - $3.43M
48.5K $3.67M
JEPI
J P Morgan Exchange Traded Fd

ETFs
56.4K
+ 54.07%
$56.17 - $59.71 $3.17M - $3.37M
161K $9.18M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
25.5K
+ 315.75%
$110.9 - $132.93 $2.83M - $3.4M
33.6K $3.83M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
95.5K
+ 64.01%
$27.01 - $28.54 $2.58M - $2.72M
245K $6.84M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
51.1K
+ 292.46%
$48.65 - $53.06 $2.49M - $2.71M
68.6K $3.56M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
89.9K
+ 742.25%
$24.11 - $28.41 $2.17M - $2.56M
102K $2.9M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
45K
+ 124.49%
$34.58 - $45.97 $1.56M - $2.07M
81.2K $3.73M
MUB
Ishares National Muni Bond ETF

ETFs
22.9K
+ 476.14%
$104.71 - $107.69 $2.4M - $2.47M
27.7K $2.93M
VTV
Vanguard Value ETF

ETFs
13.5K
+ 98.32%
$167.73 - $179.21 $2.26M - $2.41M
27.2K $4.69M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
40.7K
+ 286.79%
$51.39 - $57.43 $2.09M - $2.34M
54.8K $3.04M
UBER
Uber Technologies, Inc

Technology
30K
+ 415.87%
$63.17 - $81.49 $1.9M - $2.45M
37.3K $2.71M
PHYS
Sprott Physical Gold Trust

Financial Services
93.8K
New
$20.25 - $24.06 $1.9M - $2.26M
93.8K $2.26M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.36K
+ 14.93%
$507.05 - $563.67 $3.22M - $3.58M
48.9K $25.1M
V
Visa Inc.

Financial Services
4.74K
+ 32.06%
$306.92 - $362.71 $1.46M - $1.72M
19.5K $6.85M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
42.2K
+ 325.67%
$49.78 - $53.19 $2.1M - $2.24M
55.1K $2.81M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
37.1K
New
$47.66 - $57.45 $1.77M - $2.13M
37.1K $2.02M
MLPX
Global X Mlp & Energy Infrastr

ETFs
30.5K
New
$59.6 - $67.2 $1.82M - $2.05M
30.5K $1.95M
RTX
Raytheon Technologies Corp

Industrials
10.9K
+ 38.77%
$114.1 - $135.66 $1.24M - $1.48M
39K $5.17M
JNJ
Johnson & Johnson

Healthcare
8.48K
+ 35.75%
$142.06 - $167.7 $1.2M - $1.42M
32.2K $5.34M
VDC
Vanguard Consumer Staples ETF

ETFs
8.64K
New
$206.54 - $226.16 $1.78M - $1.95M
8.64K $1.89M
MLPA
Global X Mlp ETF

ETFs
34.8K
New
$49.83 - $54.53 $1.73M - $1.9M
34.8K $1.85M
VONG
Vanguard Russell 1000 Growth E

ETFs
21K
+ 166.37%
$92.71 - $107.38 $1.95M - $2.26M
33.7K $3.12M
IWY
Ishares Tr Russell 200 Growth

ETFs
8.22K
New
$210.19 - $243.33 $1.73M - $2M
8.22K $1.73M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
35K
+ 236.85%
$48.31 - $49.23 $1.69M - $1.72M
49.8K $2.45M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
75K
New
$22.83 - $23.75 $1.71M - $1.78M
75K $1.73M
BKR
Baker Hughes CO

Energy
39.1K
New
$41.16 - $48.85 $1.61M - $1.91M
39.1K $1.72M
CSCO
Cisco Systems, Inc.

Technology
26.5K
+ 87.24%
$58.74 - $64.87 $1.55M - $1.72M
56.8K $3.5M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
20.3K
New
$69.81 - $78.9 $1.41M - $1.6M
20.3K $1.58M
Activity Summary
Buys All Purchases 563 New Holdings 223 Increased Positions 340 Sells All Sells 334 Reductions 334 Sold out 0 Options Calls 0 Puts 0
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