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
IONQ
Ion Q, Inc.

Technology
19.9K
New
$36.79 - $75.14 $731K - $1.49M
19.9K $1.22M
FSLR
First Solar, Inc.

Technology
5.41K
New
$160.84 - $223.53 $870K - $1.21M
5.41K $1.19M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.34K
+ 4.36%
$459.11 - $506.91 $613K - $677K
32K $16.1M
IWM
Ishares Russell 2000 ETF

ETFs
3.15K
+ 19.51%
$214.92 - $244.84 $677K - $771K
19.3K $4.67M
IVE
Ishares S&P 500 Value ETF

ETFs
4.81K
+ 28.31%
$194.44 - $206.51 $935K - $993K
21.8K $4.5M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
10.1K
+ 347.79%
$108.47 - $114.7 $1.09M - $1.16M
13K $1.49M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2K
+ 17.64%
$224.68 - $282.71 $449K - $565K
13.3K $3.73M
NEM
Newmont Corp

Basic Materials
1.59K
+ 4.14%
$57.35 - $85.25 $91.1K - $135K
39.9K $3.37M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
5.87K
+ 3.63%
$62.54 - $68.42 $367K - $401K
167K $11.3M
META
Meta Platforms, Inc.

Communication Services
1.64K
+ 4.76%
$695.21 - $791.73 $1.14M - $1.3M
36.2K $26.6M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
19K
+ 60.55%
$49.0 - $52.0 $929K - $986K
50.3K $2.6M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
44.9K
New
$22.9 - $23.58 $1.03M - $1.06M
44.9K $1.05M
JSML
Janus Detroit Str Tr Henderson

ETFs
14.1K
New
$67.04 - $77.09 $943K - $1.08M
14.1K $1.05M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
17.7K
New
$54.35 - $59.32 $964K - $1.05M
17.7K $1.05M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.79K
+ 88.92%
$236.25 - $257.69 $895K - $976K
8.05K $2.06M
COP
Conocophillips

Energy
10.2K
+ 167.65%
$91.0 - $98.99 $924K - $1.01M
16.2K $1.53M
ACMR
Acm Research, Inc.

Technology
25.3K
New
$23.92 - $39.13 $605K - $989K
25.3K $988K
RKT
Rocket Companies, Inc.

Financial Services
50.1K
New
$13.31 - $21.16 $667K - $1.06M
50.1K $971K
XPEV
Xpeng Inc.

Consumer Cyclical
41.3K
New
$17.4 - $24.33 $719K - $1.01M
41.3K $968K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.77K
+ 4.63%
$108.97 - $121.65 $301K - $336K
62.5K $7.54M
IBB
Ishares Biotechnology ETF

ETFs
5.83K
+ 83.64%
$127.63 - $144.37 $743K - $841K
12.8K $1.85M
IXUS
Ishares Tr

ETFs
11.4K
+ 264.58%
$76.35 - $82.58 $870K - $941K
15.7K $1.3M
OXY
Occidental Petroleum Corp

Energy
18.9K
+ 168.09%
$42.54 - $48.1 $806K - $911K
30.2K $1.43M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.64K
+ 109.6%
$182.33 - $194.5 $845K - $902K
8.87K $1.72M
XLG
Invesco Exchange Traded Fd Tr

ETFs
15.1K
+ 284.44%
$51.78 - $57.89 $780K - $872K
20.4K $1.17M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.08K
+ 12.97%
$420.11 - $472.68 $453K - $510K
9.4K $4.4M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
15.9K
+ 27.02%
$50.9 - $52.37 $810K - $833K
74.8K $3.91M
U
Unity Software Inc.

Technology
22.1K
New
$24.01 - $46.53 $531K - $1.03M
22.1K $885K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
2.97K
+ 2.65%
$68.95 - $75.02 $205K - $223K
115K $8.62M
TLT
Ishares Barclays 20+ Year Trea

ETFs
9.74K
+ 144.55%
$85.01 - $90.35 $828K - $880K
16.5K $1.47M
DDOG
Datadog, Inc.

Technology
5.91K
+ 131.84%
$124.52 - $155.15 $736K - $917K
10.4K $1.48M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
14.8K
+ 312.41%
$41.53 - $66.18 $616K - $981K
19.6K $1.11M
PLAB
Photronics Inc

Technology
37.6K
New
$19.16 - $25.06 $721K - $943K
37.6K $863K
PANW
Palo Alto Networks Inc

Technology
4.19K
+ 38.78%
$167.06 - $208.19 $699K - $871K
15K $3.05M
EFV
Msci Eafe Value ETF

ETFs
9.89K
+ 32.62%
$62.79 - $68.42 $621K - $677K
40.2K $2.73M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
17.2K
New
$45.6 - $46.92 $784K - $807K
17.2K $803K
GRAB
Grab Holdings LTD

Technology
133K
New
$4.77 - $6.45 $636K - $859K
133K $802K
NVS
Novartis Ag

Healthcare
6.24K
New
$113.5 - $129.73 $708K - $809K
6.24K $799K
HSY
Hershey CO

Consumer Defensive
3.75K
+ 144.23%
$161.95 - $193.45 $607K - $725K
6.35K $1.19M
RMD
Resmed Inc

Healthcare
2.75K
New
$252.01 - $293.73 $693K - $807K
2.75K $752K
SCHR
Schwab Intermediate Term Us Tr

ETFs
29.7K
+ 162.4%
$24.69 - $25.26 $734K - $751K
48K $1.21M
VT
Vanguard Total World Stk Index

ETFs
1.33K
+ 2.2%
$128.41 - $138.03 $170K - $183K
61.6K $8.49M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
7.7K
+ 13.43%
$60.01 - $65.01 $462K - $501K
65K $4.23M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
17K
New
$35.21 - $46.94 $598K - $797K
17K $729K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3.99K
+ 85.07%
$196.15 - $217.83 $782K - $868K
8.67K $1.75M
IEMG
Ishares Inc

ETFs
13.4K
New
N/A
13.4K $720K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.4K
+ 1.38%
$39.8 - $42.86 $135K - $146K
251K $10.7M
ASML
Asml Holding Nv

Technology
578
+ 62.83%
$689.63 - $968.09 $399K - $560K
1.5K $1.45M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
6.99K
New
$83.08 - $100.2 $581K - $701K
6.99K $700K
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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