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
FXI
Ishares Tr

ETFs
7.12K
+ 22.06%
$36.18 - $41.62 $257K - $296K
39.4K $1.62M
FLJP
Franklin Templeton ETF Tr

ETFs
11.1K
+ 55.9%
$30.82 - $35.17 $341K - $390K
30.9K $1.07M
GD
General Dynamics Corp

Industrials
657
+ 16.59%
$293.92 - $341.0 $193K - $224K
4.62K $1.57M
XLRE
Select Sector Spdr Tr Real Est

ETFs
9.64K
+ 118.6%
$40.94 - $42.85 $395K - $413K
17.8K $748K
FNDF
Schwab Fundamental Intl Large

ETFs
7.92K
+ 33.17%
$39.84 - $43.15 $315K - $342K
31.8K $1.37M
BOTZ
Global X Fds

ETFs
10.3K
+ 64.56%
$32.14 - $35.96 $331K - $370K
26.2K $929K
FLRN
Spdr Bloomberg Investment Grad

ETFs
13.1K
+ 68.38%
$30.71 - $30.86 $402K - $404K
32.3K $995K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
4.33K
New
$67.16 - $93.48 $291K - $405K
4.33K $403K
CAT
Caterpillar Inc

Industrials
378
+ 15.65%
$390.92 - $477.15 $148K - $180K
2.79K $1.33M
T
At&T Inc.

Communication Services
17.1K
+ 13.37%
$26.94 - $29.62 $460K - $505K
145K $4.09M
HURN
Huron Consulting Group Inc.

Industrials
2.64K
New
$121.98 - $146.77 $322K - $388K
2.64K $387K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.59K
+ 41.47%
$119.73 - $134.7 $310K - $349K
8.85K $1.18M
UNP
Union Pacific Corp

Industrials
1.37K
+ 15.33%
$214.91 - $237.16 $295K - $326K
10.3K $2.44M
FLBR
Franklin Templeton ETF Tr

ETFs
20K
New
$16.52 - $19.25 $331K - $385K
20K $381K
WYNN
Wynn Resorts LTD

Consumer Cyclical
2.95K
New
$101.96 - $132.43 $301K - $391K
2.95K $378K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.77K
New
$171.01 - $228.24 $302K - $404K
1.77K $377K
TRV
Travelers Companies, Inc.

Financial Services
1.12K
+ 20.59%
$250.62 - $279.43 $280K - $312K
6.55K $1.83M
TPR
Tapestry, Inc.

Consumer Cyclical
1.81K
+ 26.81%
$86.48 - $116.14 $156K - $210K
8.55K $968K
SCHP
Schwab Strategic Us Tips ETF

ETFs
13.3K
+ 30.61%
$26.44 - $27.1 $353K - $362K
56.9K $1.53M
USFD
Us Foods Holding Corp.

Consumer Defensive
4.84K
New
$76.35 - $84.68 $370K - $410K
4.84K $370K
FIX
Comfort Systems Usa Inc

Industrials
13
+ 1.05%
$521.66 - $825.18 $6.78K - $10.7K
1.26K $1.04M
RL
Ralph Lauren Corp

Consumer Cyclical
1.16K
New
$272.1 - $320.75 $317K - $373K
1.16K $364K
CW
Curtiss Wright Corp

Industrials
621
+ 132.98%
$472.43 - $542.94 $293K - $337K
1.09K $590K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
20.7K
+ 19.43%
$13.32 - $14.12 $275K - $292K
127K $1.79M
NEE
Nextera Energy Inc

Utilities
1.53K
+ 3.84%
$69.77 - $77.54 $106K - $118K
41.2K $3.11M
MDT
Medtronic PLC

Healthcare
3.1K
+ 41.18%
$87.67 - $95.74 $272K - $297K
10.6K $1.01M
MDB
Mongo Db, Inc.

Technology
1.12K
New
$201.0 - $334.87 $225K - $375K
1.12K $347K
EME
Emcor Group, Inc.

Industrials
395
+ 50.51%
$530.88 - $655.83 $210K - $259K
1.18K $764K
DAL
Delta Air Lines, Inc.

Industrials
6.04K
New
$49.0 - $61.97 $296K - $374K
6.04K $342K
JPIE
J P Morgan Exchange Traded Fd
7.34K
New
$46.01 - $46.55 $337K - $341K
7.34K $340K
FTHI
First Trust Exchange Traded Fd

ETFs
14.4K
New
$22.76 - $23.92 $327K - $344K
14.4K $340K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
7.9K
+ 104.8%
$36.93 - $40.55 $292K - $320K
15.4K $619K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
4.33K
+ 36.64%
$63.74 - $68.36 $276K - $296K
16.2K $1.1M
KLAC
Kla Corp

Technology
21
+ 1.22%
$843.9 - $1078.6 $17.7K - $22.7K
1.74K $1.88M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.92K
+ 66.86%
$107.66 - $112.36 $314K - $328K
7.29K $812K
VV
Vanguard Large Cap ETF

ETFs
802
+ 20.81%
$285.05 - $309.14 $229K - $248K
4.66K $1.43M
NOC
Northrop Grumman Corp

Industrials
67
+ 2.52%
$498.9 - $609.32 $33.4K - $40.8K
2.73K $1.66M
GNR
Spdr S&P Global Natural Resour

ETFs
5.58K
New
$54.23 - $59.34 $302K - $331K
5.58K $330K
VZ
Verizon Communications Inc

Communication Services
6.02K
+ 6.53%
$40.84 - $45.06 $246K - $271K
98.3K $4.32M
SVXY
Pro Shares Trust Ii

ETFs
6.42K
New
$42.59 - $51.21 $273K - $329K
6.42K $327K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
22.1K
+ 220.69%
$13.77 - $14.45 $304K - $319K
32.1K $463K
MUB
Ishares National Muni Bond ETF

ETFs
2.34K
+ 6.37%
$103.24 - $106.68 $242K - $250K
39.1K $4.17M
EMB
Ishares Tr

ETFs
3.39K
New
$91.52 - $95.59 $310K - $324K
3.39K $322K
ARCC
Ares Capital Corp

Financial Services
17.7K
+ 67.15%
$20.41 - $23.25 $361K - $411K
44.1K $899K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
13.2K
+ 22.5%
$23.13 - $23.54 $306K - $312K
72.1K $1.69M
ARKQ
Ark Autonomous Technology & Ro

ETFs
1.96K
+ 44.51%
$86.2 - $111.56 $169K - $219K
6.37K $710K
MHO
M/I Homes, Inc.

Consumer Cyclical
15
+ 0.15%
$111.91 - $157.22 $1.68K - $2.36K
9.78K $1.41M
QTEC
First Trust Nasdaq 100 Technol

ETFs
114
+ 0.66%
$208.95 - $229.72 $23.8K - $26.2K
17.3K $3.97M
HALO
Halozyme Therapeutics, Inc.

Healthcare
4.29K
New
$52.92 - $78.28 $227K - $336K
4.29K $314K
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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