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
URI
United Rentals, Inc.

Industrials
667
+ 217.26%
$774.14 - $975.23 $516K - $650K
974 $929K
VBR
Vanguard Small Cap Value ETF

ETFs
1.87K
+ 8.47%
$195.41 - $212.37 $366K - $398K
24K $5.01M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
11.8K
+ 134.58%
$59.29 - $62.87 $702K - $745K
20.6K $1.24M
VFMV
Vanguard Wellington Fd

ETFs
5.24K
New
$126.35 - $131.95 $661K - $691K
5.24K $687K
CWB
Spdr Bloomberg Convertible Sec

ETFs
7.59K
New
$82.29 - $90.77 $624K - $689K
7.59K $686K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
11.1K
+ 39.84%
$42.88 - $49.1 $477K - $546K
39K $1.88M
DOCS
Doximity, Inc.

Healthcare
9.16K
New
$57.33 - $75.12 $525K - $688K
9.16K $670K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
21.2K
+ 85.77%
$28.15 - $30.13 $596K - $638K
45.9K $1.36M
NU
Nu Holdings Ltd.

Financial Services
34.8K
+ 73.75%
$11.92 - $16.3 $415K - $568K
82.1K $1.31M
SYLD
Cambria Shareholder Yld ETF

ETFs
8.73K
+ 49.68%
$63.93 - $70.45 $558K - $615K
26.3K $1.81M
VB
Vanguard Small Cap ETF

ETFs
1.54K
+ 9.93%
$237.58 - $259.17 $365K - $398K
17K $4.33M
KBE
Spdr S&P Bank ETF

ETFs
10.7K
+ 175.21%
$55.26 - $61.99 $590K - $662K
16.8K $996K
PHYS
Sprott Physical Gold Trust

Financial Services
8.03K
+ 8.29%
$25.02 - $29.62 $201K - $238K
105K $3.11M
BDX
Becton Dickinson & CO

Healthcare
3.47K
New
$172.41 - $199.66 $599K - $693K
3.47K $650K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.75K
+ 11.17%
$78.96 - $80.04 $612K - $620K
77.2K $6.17M
QCOM
Qualcomm Inc

Technology
2.89K
+ 12.59%
$145.84 - $173.55 $421K - $501K
25.8K $4.29M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
16.6K
New
$34.31 - $38.09 $568K - $631K
16.6K $628K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
7.08K
+ 73.19%
$74.93 - $80.73 $531K - $572K
16.8K $1.35M
AFRM
Affirm Holdings, Inc.

Technology
7.54K
+ 43.16%
$64.05 - $92.18 $483K - $695K
25K $1.83M
WMT
Walmart Inc.

Consumer Defensive
3.21K
+ 5.94%
$94.4 - $104.27 $303K - $335K
57.2K $5.9M
SLB
Schlumberger Limited

Energy
17.5K
+ 105.25%
$32.37 - $37.31 $566K - $653K
34.1K $1.17M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
31.1K
+ 72.8%
$19.49 - $19.61 $607K - $611K
73.9K $1.45M
LIT
Global X Fds Global X Lithium

ETFs
10.7K
New
$38.41 - $56.85 $410K - $607K
10.7K $606K
IBM
International Business Machines Corp

Technology
2.44K
+ 33.39%
$234.77 - $292.47 $572K - $713K
9.74K $2.75M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
25.3K
New
$23.09 - $23.43 $584K - $592K
25.3K $591K
INTC
Intel Corp

Technology
4.35K
+ 11.16%
$19.31 - $35.5 $83.9K - $154K
43.3K $1.45M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.97K
+ 9.16%
$97.75 - $100.75 $486K - $500K
59.2K $5.94M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.78K
+ 19.57%
$68.24 - $73.73 $395K - $426K
35.3K $2.6M
IBMO
Ishares Tr Ibonds December 202

ETFs
21.3K
+ 45.14%
$25.58 - $25.72 $546K - $549K
68.6K $1.76M
GLDM
World Gold Trust

ETFs
6.21K
+ 102.73%
$64.73 - $76.45 $402K - $475K
12.2K $936K
BX
Blackstone Inc.

Financial Services
2.25K
+ 31.62%
$152.77 - $188.68 $344K - $424K
9.36K $1.6M
CRNC
Cerence Inc.

Technology
42.5K
New
$8.14 - $13.52 $346K - $575K
42.5K $529K
PVAL
Putnam ETF Tr Putnam Focused L
11K
+ 45.15%
$39.93 - $42.72 $438K - $469K
35.3K $1.51M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
385
+ 1.79%
$225.11 - $247.9 $86.7K - $95.4K
21.9K $5.41M
ITRN
Ituran Location & Control Ltd.

Technology
14.5K
New
$32.8 - $42.59 $475K - $616K
14.5K $517K
EFG
Msci Eafe Growth ETF

ETFs
3.29K
+ 4.61%
$106.99 - $114.46 $352K - $377K
74.8K $8.51M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
9.9K
New
$50.85 - $51.35 $503K - $508K
9.9K $507K
WEC
Wec Energy Group, Inc.

Utilities
1.51K
+ 4.75%
$103.66 - $114.59 $157K - $173K
33.3K $3.82M
OMC
Omnicom Group Inc.

Communication Services
6.12K
New
$70.41 - $81.53 $431K - $499K
6.12K $498K
MLPA
Global X Mlp ETF

ETFs
10.3K
New
$48.25 - $51.56 $497K - $531K
10.3K $498K
AEE
Ameren Corp

Utilities
356
+ 0.67%
$95.0 - $104.38 $33.8K - $37.2K
53.8K $5.62M
CFG
Citizens Financial Group Inc

Financial Services
9.06K
New
$46.1 - $53.65 $418K - $486K
9.06K $481K
GWRE
Guidewire Software, Inc.

Technology
2.07K
New
$207.82 - $261.88 $429K - $541K
2.07K $474K
PEP
Pepsico Inc

Consumer Defensive
2.23K
+ 12.6%
$133.81 - $152.16 $298K - $339K
19.9K $2.8M
PH
Parker Hannifin Corp

Industrials
2
+ 0.03%
$697.13 - $769.67 $1.39K - $1.54K
7.71K $5.85M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.01K
+ 3.16%
$52.12 - $55.33 $157K - $167K
98.3K $5.44M
OPRA
Opera LTD

Communication Services
21.7K
New
$15.4 - $20.64 $334K - $448K
21.7K $447K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.47K
+ 11.76%
$42.67 - $46.91 $234K - $257K
52K $2.43M
TECL
Direxion Daily Technology Bull

ETFs
3.57K
New
$91.12 - $125.66 $325K - $449K
3.57K $444K
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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