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
RPG
Invesco Exchange Traded Fd Tr

ETFs
32.5K
+ 318.26%
$33.86 - $45.77 $1.1M - $1.49M
42.7K $1.95M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
45.8K
+ 44.84%
$26.18 - $30.91 $1.2M - $1.41M
148K $4.45M
XCEM
Columbia ETF Tr Ii

ETFs
45K
New
$26.68 - $34.18 $1.2M - $1.54M
45K $1.54M
SNOW
Snowflake Inc.

Technology
6.62K
New
$130.53 - $223.77 $864K - $1.48M
6.62K $1.48M
PULS
Pgim ETF Tr

ETFs
29.2K
+ 18.34%
$49.39 - $49.76 $1.44M - $1.45M
188K $9.38M
VST
Vistra Corp.

Utilities
1.46K
+ 10.04%
$98.07 - $195.04 $143K - $285K
16K $3.11M
AIQ
Global X Funds Global X Artifi

ETFs
27.3K
+ 101.7%
$31.5 - $43.69 $861K - $1.19M
54.2K $2.37M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
10.4K
+ 10.19%
$55.5 - $69.0 $575K - $715K
112K $7.73M
WMT
Walmart Inc.

Consumer Defensive
9.5K
+ 21.34%
$81.79 - $99.98 $777K - $950K
54K $5.28M
VT
Vanguard Total World Stk Index

ETFs
5.27K
+ 9.58%
$103.16 - $128.52 $544K - $678K
60.3K $7.75M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
24.6K
+ 112.98%
$39.89 - $49.46 $981K - $1.22M
46.3K $2.29M
GOOG
Alphabet Inc.

Communication Services
1.34K
+ 2.86%
$146.58 - $180.01 $196K - $240K
48K $8.51M
IGF
Ishares Global Infrastructure

ETFs
20.6K
New
$50.55 - $59.83 $1.04M - $1.23M
20.6K $1.22M
IBMO
Ishares Tr Ibonds December 202

ETFs
47.3K
New
$25.32 - $25.63 $1.2M - $1.21M
47.3K $1.21M
GBIL
Goldman Sachs Access Treasury

ETFs
12K
+ 539.22%
$99.83 - $100.19 $1.2M - $1.2M
14.2K $1.43M
SOFI
So Fi Technologies, Inc.

Financial Services
57.3K
+ 296.91%
$9.5 - $18.21 $544K - $1.04M
76.6K $1.39M
IGV
Ishares Expanded Tech Software

ETFs
9.86K
+ 348.62%
$80.15 - $109.5 $790K - $1.08M
12.7K $1.39M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2K
+ 10.25%
$171.4 - $227.1 $343K - $454K
21.5K $4.88M
HON
Honeywell International Inc

Industrials
4.05K
+ 55.99%
$182.86 - $232.88 $740K - $943K
11.3K $2.63M
VO
Vanguard Mid Cap ETF

ETFs
647
+ 1.52%
$228.54 - $279.83 $148K - $181K
43.3K $12.1M
GLD
Spdr Gold Trust

ETFs
1.31K
+ 3.27%
$273.71 - $316.29 $360K - $416K
41.5K $12.7M
DASH
Door Dash, Inc.

Communication Services
4.27K
New
$163.16 - $246.51 $697K - $1.05M
4.27K $1.05M
ASTS
Ast Space Mobile, Inc.

Communication Services
2.15K
+ 5.43%
$20.07 - $51.83 $43.1K - $111K
41.7K $1.95M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.15K
+ 23.38%
$141.37 - $228.57 $304K - $491K
11.3K $2.57M
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.46K
+ 15.45%
$72.96 - $90.39 $544K - $674K
55.7K $4.98M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
15K
+ 17.98%
$45.88 - $54.4 $689K - $817K
98.6K $5.36M
COST
Costco Wholesale Corp

Consumer Defensive
673
+ 8.98%
$908.13 - $1056.85 $611K - $711K
8.17K $8.08M
LOW
Lowes Companies Inc

Consumer Cyclical
4.82K
+ 58.01%
$210.83 - $235.28 $1.02M - $1.13M
13.1K $2.91M
BA
Boeing CO

Industrials
2.36K
+ 19.43%
$136.59 - $217.51 $322K - $513K
14.5K $3.04M
MBB
Ishares Tr

ETFs
10.2K
+ 21.2%
$91.41 - $94.22 $933K - $961K
58.3K $5.48M
MCD
Mcdonalds Corp

Consumer Cyclical
4.25K
+ 30.48%
$285.55 - $321.23 $1.21M - $1.36M
18.2K $5.31M
COF
Capital One Financial Corp

Financial Services
4.49K
New
$150.57 - $212.76 $677K - $956K
4.49K $955K
FNDF
Schwab Fundamental Intl Large

ETFs
23.9K
New
$32.25 - $40.02 $770K - $955K
23.9K $955K
PEG
Public Service Enterprise Group Inc

Utilities
11.3K
+ 385.33%
$77.13 - $84.18 $869K - $949K
14.2K $1.2M
SCCO
Southern Copper Corp

Basic Materials
9.42K
New
$75.63 - $104.64 $713K - $986K
9.42K $953K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
12.1K
+ 32.73%
$48.22 - $60.41 $586K - $734K
49.3K $2.94M
MNST
Monster Beverage Corp

Consumer Defensive
14.5K
+ 385.38%
$55.01 - $64.24 $796K - $930K
18.2K $1.14M
MUB
Ishares National Muni Bond ETF

ETFs
9.03K
+ 32.55%
$102.31 - $105.8 $924K - $956K
36.8K $3.84M
NET
Cloudflare, Inc.

Technology
1.33K
+ 17.09%
$97.08 - $195.83 $129K - $261K
9.12K $1.79M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.48K
+ 3.4%
$90.56 - $109.49 $315K - $381K
106K $11.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
45.9K
+ 18.78%
$24.32 - $27.87 $1.12M - $1.28M
290K $7.7M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
858
+ 9.36%
$179.95 - $278.88 $154K - $239K
10K $2.8M
DIS
Walt Disney CO

Communication Services
2.59K
+ 12.25%
$81.72 - $124.01 $212K - $322K
23.8K $2.95M
CELH
Celsius Holdings, Inc.

Consumer Defensive
18K
New
$33.89 - $46.39 $610K - $835K
18K $834K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
17.9K
New
$36.01 - $45.69 $645K - $818K
17.9K $817K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8K
+ 17.29%
$96.84 - $99.46 $774K - $795K
54.2K $5.38M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
28.6K
New
$26.27 - $28.07 $753K - $804K
28.6K $804K
SYY
Sysco Corp

Consumer Defensive
10.1K
+ 78.97%
$68.0 - $75.91 $687K - $767K
22.9K $1.73M
CEG
Constellation Energy Corp

Utilities
662
+ 14.64%
$170.96 - $322.76 $113K - $214K
5.18K $1.67M
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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