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
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
18.2K
+ 44.71%
$22.7 - $23.33 $413K - $424K
58.8K $1.37M
IMO
Imperial Oil LTD

Energy
5.4K
New
$60.22 - $81.91 $325K - $442K
5.4K $429K
PJUN
Innovator U.S. Equity Power Bu

ETFs
10.8K
New
$34.48 - $39.76 $372K - $429K
10.8K $428K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
16.6K
New
$24.31 - $25.29 $404K - $420K
16.6K $420K
CRDO
Credo Technology Group Holding LTD

Technology
4.51K
New
$33.3 - $95.05 $150K - $429K
4.51K $417K
VFH
Vanguard Financial ETF

ETFs
3K
+ 82.59%
$104.87 - $127.3 $315K - $382K
6.64K $845K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
652
+ 26.96%
$299.15 - $396.54 $195K - $259K
3.07K $1.22M
PAPR
Innovator U.S. Equity Power Bu

ETFs
6.3K
+ 6.0%
$33.22 - $37.29 $209K - $235K
111K $4.15M
PSLV
Sprott Physical Silver Trust

Financial Services
12.5K
+ 3.17%
$9.98 - $12.51 $124K - $156K
406K $4.97M
VV
Vanguard Large Cap ETF

ETFs
1.13K
+ 41.71%
$228.25 - $285.3 $259K - $324K
3.85K $1.1M
HII
Huntington Ingalls Industries, Inc.

Industrials
1.63K
New
$183.31 - $241.46 $299K - $394K
1.63K $394K
DRI
Darden Restaurants Inc

Consumer Cyclical
1.69K
+ 66.81%
$186.58 - $225.78 $314K - $380K
4.21K $916K
EPOL
Ishares Tr Msci Poland ETF

ETFs
7.32K
+ 22.78%
$24.54 - $32.26 $180K - $236K
39.4K $1.27M
HYG
Ishares Tr

ETFs
4.04K
+ 15.17%
$75.75 - $80.65 $306K - $326K
30.7K $2.47M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.87K
+ 76.58%
$162.65 - $188.71 $304K - $352K
4.31K $812K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
5.06K
New
$40.51 - $71.03 $205K - $359K
5.06K $355K
DOCN
Digital Ocean Holdings, Inc.

Technology
12.5K
New
$25.91 - $35.19 $323K - $438K
12.5K $355K
FDD
First Trust Stoxx European Sel

ETFs
22.9K
New
$12.08 - $15.54 $277K - $356K
22.9K $355K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
6.95K
+ 33.19%
$34.78 - $43.42 $242K - $302K
27.9K $1.21M
IBDV
Ishares Tr

Technology
15.5K
+ 76.64%
$21.28 - $21.98 $331K - $342K
35.8K $787K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.72K
+ 14.54%
$19.1 - $23.83 $167K - $208K
68.7K $1.64M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
753
+ 75.15%
$177.93 - $313.14 $134K - $236K
1.76K $549K
MSTR
Microstrategy Inc

Technology
156
+ 6.45%
$237.95 - $421.61 $37.1K - $65.8K
2.57K $1.04M
SYLD
Cambria Shareholder Yld ETF

ETFs
5K
+ 39.79%
$55.35 - $65.57 $277K - $328K
17.6K $1.14M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
15.7K
+ 52.68%
$20.23 - $21.04 $317K - $330K
45.5K $956K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
870
+ 25.66%
$180.84 - $240.32 $157K - $209K
4.26K $1.02M
IXUS
Ishares Tr

ETFs
4.31K
New
$62.37 - $77.63 $269K - $334K
4.31K $332K
VRT
Vertiv Holdings CO

Industrials
3.83K
+ 59.94%
N/A
10.2K $886K
V
Visa Inc.

Financial Services
672
+ 3.44%
$308.27 - $373.31 $207K - $251K
20.2K $7.18M
LHX
L3 Harris Technologies, Inc.

Industrials
900
+ 37.08%
$200.21 - $256.99 $180K - $231K
3.33K $834K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.92K
+ 93.28%
$57.14 - $72.68 $224K - $285K
8.11K $589K
HUBB
Hubbell Inc

Industrials
783
New
$315.94 - $408.41 $247K - $320K
783 $319K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
2.9K
New
$91.62 - $109.97 $266K - $319K
2.9K $318K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
480
+ 2.75%
$27.82 - $46.45 $13.4K - $22.3K
17.9K $831K
VTV
Vanguard Value ETF

ETFs
1.16K
+ 4.27%
$153.67 - $176.74 $178K - $205K
28.3K $5.01M
AMAT
Applied Materials Inc

Technology
831
+ 19.77%
$126.95 - $183.52 $105K - $153K
5.04K $921K
BSX
Boston Scientific Corp

Healthcare
2.75K
+ 119.38%
$89.7 - $107.41 $246K - $295K
5.05K $542K
FTNT
Fortinet, Inc.

Technology
2.34K
+ 36.95%
$84.71 - $108.69 $198K - $254K
8.66K $915K
F
Ford Motor CO

Consumer Cyclical
25.9K
+ 155.41%
$8.69 - $10.85 $225K - $281K
42.6K $462K
TTD
Trade Desk, Inc.

Technology
315
+ 2.0%
$45.27 - $79.4 $14.3K - $25K
16K $1.15M
TQQQ
Proshares Ultrapro Qqq

ETFs
2.15K
+ 44.09%
$38.9 - $83.0 $83.5K - $178K
7.02K $571K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.06K
+ 73.81%
$114.78 - $133.31 $236K - $274K
4.84K $645K
RPRX
Royalty Pharma PLC

Healthcare
7.92K
New
$30.85 - $36.14 $244K - $286K
7.92K $285K
CARR
Carrier Global Corp

Industrials
3.81K
New
$55.55 - $75.83 $211K - $289K
3.81K $278K
SNEX
Stone X Group Inc.

Financial Services
3.05K
New
$69.59 - $94.15 $212K - $287K
3.05K $278K
ETN
Eaton Corp PLC

Industrials
83
+ 2.86%
$246.52 - $356.99 $20.5K - $29.6K
2.99K $1.07M
IREN
Iris Energy LTD

Financial Services
4.37K
+ 17.51%
$5.3 - $14.57 $23.2K - $63.7K
29.3K $427K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
155
+ 1.17%
$60.61 - $87.72 $9.39K - $13.6K
13.4K $1.14M
VDC
Vanguard Consumer Staples ETF

ETFs
1.23K
+ 14.28%
$204.89 - $224.73 $253K - $277K
9.87K $2.16M
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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