Belpointe Asset Management LLC Purchases in Q2 2025

Belpointe Asset Management LLC

  • $2.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
167K
+ 5753.43%
$721.65 - $1040.18 $121M - $174M
170K $175M
VUG
Vanguard Growth ETF

ETFs
54.5K
+ 1016.67%
$329.49 - $438.4 $17.9M - $23.9M
59.8K $26.2M
XLK
Technology Sector Spdr

ETFs
89.5K
+ 294.27%
$179.73 - $253.23 $16.1M - $22.7M
120K $30.4M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
282K
New
$71.28 - $83.74 $20.1M - $23.6M
282K $23.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
583K
+ 51.0%
$22.27 - $29.21 $13M - $17M
1.73M $50.4M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
843K
New
$22.4 - $23.8 $18.9M - $20.1M
843K $20.1M
NVDA
Nvidia Corp

Technology
3.54K
+ 0.95%
$94.31 - $157.99 $334K - $559K
375K $59.2M
VOT
Vanguard Mid Cap Growth Index

ETFs
50.2K
+ 466.64%
$216.28 - $284.39 $10.9M - $14.3M
61K $17.3M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
334K
New
$40.82 - $43.14 $13.6M - $14.4M
334K $14.4M
MSFT
Microsoft Corp

Technology
8.69K
+ 11.12%
$354.56 - $497.45 $3.08M - $4.32M
86.8K $43.2M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
146K
New
$72.12 - $76.23 $10.5M - $11.1M
146K $11.1M
IVV
Ishares Core S&P 500 ETF

ETFs
13.9K
+ 45.61%
$498.8 - $620.9 $6.91M - $8.6M
44.2K $27.5M
BMI
Badger Meter Inc

Technology
56
+ 0.03%
$170.72 - $254.17 $9.56K - $14.2K
179K $43.9M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
71.2K
New
$108.87 - $133.04 $7.75M - $9.47M
71.2K $9.47M
META
Meta Platforms, Inc.

Communication Services
2.88K
+ 9.09%
$484.66 - $738.09 $1.4M - $2.12M
34.6K $25.5M
TSLA
Tesla, Inc.

Consumer Cyclical
14.3K
+ 42.88%
$221.86 - $362.89 $3.18M - $5.19M
47.7K $15.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.62K
+ 11.49%
$456.74 - $568.03 $2.57M - $3.19M
54.6K $31M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
61.2K
+ 15.77%
$91.43 - $91.74 $5.59M - $5.61M
449K $41.2M
NFLX
Netflix Inc

Communication Services
1.11K
+ 11.19%
$855.86 - $1339.13 $947K - $1.48M
11K $14.7M
VTI
Vanguard Total Stock Market Et

ETFs
15.5K
+ 60.6%
$243.75 - $303.93 $3.77M - $4.7M
41K $12.5M
AMZN
Amazon Com Inc

Consumer Cyclical
6.14K
+ 4.8%
$167.32 - $223.3 $1.03M - $1.37M
134K $29.4M
PLTR
Palantir Technologies Inc.

Technology
8.32K
+ 12.74%
$74.01 - $144.25 $615K - $1.2M
73.6K $10M
HEQT
Simplify Exchange Traded Fds H
140K
New
$27.22 - $30.05 $3.81M - $4.2M
140K $4.2M
JPM
Jpmorgan Chase & CO

Financial Services
7.96K
+ 19.68%
$210.28 - $289.91 $1.67M - $2.31M
48.4K $14M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
113K
+ 561.16%
$27.43 - $34.32 $3.1M - $3.88M
133K $4.56M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
168K
+ 330.76%
$23.29 - $23.38 $3.91M - $3.93M
219K $5.11M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
39.3K
+ 32.88%
$58.41 - $72.69 $2.3M - $2.86M
159K $11.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
38.7K
+ 159.13%
$54.19 - $67.22 $2.1M - $2.6M
63.1K $4.24M
SLV
I Shares Silver Trust

ETFs
81.4K
+ 441.52%
$27.08 - $33.74 $2.2M - $2.75M
99.9K $3.28M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
117K
+ 430.25%
$22.81 - $22.97 $2.67M - $2.69M
144K $3.31M
VONG
Vanguard Russell 1000 Growth E

ETFs
16K
+ 47.62%
$82.51 - $109.2 $1.32M - $1.75M
49.7K $5.43M
NEM
Newmont Corp

Basic Materials
38.4K
New
$44.18 - $59.46 $1.69M - $2.28M
38.4K $2.23M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
43.5K
+ 283.49%
$50.34 - $51.86 $2.19M - $2.26M
58.9K $3.02M
VCIT
Vanguard Intermediate Term Cor

ETFs
24.9K
+ 21.48%
$79.56 - $82.92 $1.98M - $2.06M
141K $11.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.89K
+ 24.14%
$321.63 - $509.31 $608K - $963K
9.72K $4.95M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
40.2K
+ 72.99%
$45.11 - $52.34 $1.81M - $2.11M
95.3K $4.99M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
57.5K
New
$35.3 - $37.51 $2.03M - $2.16M
57.5K $2.16M
IEFA
Ishares Tr

ETFs
21.1K
+ 43.58%
$67.83 - $84.09 $1.43M - $1.78M
69.6K $5.81M
PALL
Abrdn Palladium ETF Trust

ETFs
21K
New
$82.97 - $103.91 $1.74M - $2.18M
21K $2.11M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
27.2K
+ 24.3%
$51.16 - $62.02 $1.39M - $1.69M
139K $8.63M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
29.6K
New
$55.54 - $69.09 $1.64M - $2.04M
29.6K $2.04M
AMD
Advanced Micro Devices Inc

Technology
12.3K
+ 184.09%
$78.21 - $143.81 $963K - $1.77M
19K $2.7M
VBR
Vanguard Small Cap Value ETF

ETFs
9.56K
+ 76.04%
$162.76 - $195.77 $1.56M - $1.87M
22.1K $4.31M
HOOD
Robinhood Markets, Inc.

Technology
16K
+ 260.89%
$34.17 - $93.63 $547K - $1.5M
22.1K $2.07M
IWY
Ishares Tr Russell 200 Growth

ETFs
6K
+ 73.07%
$187.5 - $246.51 $1.13M - $1.48M
14.2K $3.51M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19.1K
+ 8.38%
$32.66 - $40.75 $624K - $779K
247K $10M
GS
Goldman Sachs Group Inc

Financial Services
1.04K
+ 18.4%
$462.22 - $707.75 $478K - $733K
6.66K $4.71M
EFV
Msci Eafe Value ETF

ETFs
24.6K
+ 431.47%
$52.4 - $64.65 $1.29M - $1.59M
30.3K $1.92M
VB
Vanguard Small Cap ETF

ETFs
6.01K
+ 63.43%
$193.73 - $237.37 $1.16M - $1.43M
15.5K $3.67M
Activity Summary
Buys All Purchases 512 New Holdings 124 Increased Positions 388 Sells All Sells 375 Reductions 375 Sold out 0 Options Calls 0 Puts 0
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