Belpointe Asset Management LLC Incresed Positions in Q3 2024

Belpointe Asset Management LLC

  • $1.49 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
174K
+ 2412.44%
$89.91 - $101.33 $15.6M - $17.6M
181K $17.8M
IVV
Ishares Core S&P 500 ETF

ETFs
13.5K
+ 101.35%
$520.18 - $576.82 $7.04M - $7.81M
26.9K $15.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
8.01K
+ 7.35%
$517.38 - $573.86 $4.14M - $4.59M
117K $67.1M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
15.3K
+ 1689.5%
$386.81 - $423.12 $5.91M - $6.47M
16.2K $6.85M
USFR
Wisdomtree Floating Rate Treas

ETFs
107K
+ 470.13%
$50.2 - $50.48 $5.37M - $5.4M
130K $6.52M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
161K
+ 479.94%
$24.86 - $26.33 $3.99M - $4.23M
194K $5.07M
VCIT
Vanguard Intermediate Term Cor

ETFs
47.3K
+ 68.97%
$79.29 - $84.02 $3.75M - $3.98M
116K $9.71M
EFA
Ishares Tr Msci Eafe ETF

ETFs
47.5K
+ 119.42%
$75.32 - $84.37 $3.58M - $4.01M
87.3K $7.3M
TIP
Ishares Tr Tips Bd ETF

ETFs
37.2K
+ 338.0%
$105.92 - $110.83 $3.94M - $4.12M
48.2K $5.32M
OZ
Belpointe Prep, LLC

Real Estate
13.3K
+ 4.65%
$58.0 - $72.4 $769K - $959K
298K $20.6M
META
Meta Platforms, Inc.

Communication Services
2.18K
+ 6.73%
$453.41 - $572.44 $989K - $1.25M
34.6K $19.8M
TSLA
Tesla, Inc.

Consumer Cyclical
4.72K
+ 14.43%
$191.76 - $263.26 $905K - $1.24M
37.4K $9.8M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
42.3K
+ 822.8%
$69.16 - $76.64 $2.92M - $3.24M
47.4K $3.57M
IGM
Ishares Expanded Tech Sector E

ETFs
31.5K
+ 47.01%
$84.03 - $98.62 $2.65M - $3.11M
98.6K $9.46M
XLG
Invesco Exchange Traded Fd Tr

ETFs
61.7K
+ 1279.97%
$42.54 - $47.97 $2.62M - $2.96M
66.5K $3.16M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
696
+ 1.49%
$405.19 - $478.57 $282K - $333K
47.5K $21.9M
MO
Altria Group, Inc.

Consumer Defensive
43.7K
+ 175.02%
$45.95 - $54.71 $2.01M - $2.39M
68.7K $3.51M
AVGO
Broadcom Inc.

Technology
33.8K
+ 1388.65%
$136.27 - $1745.86 $4.6M - $58.9M
36.2K $6.24M
NEAR
Blackrock Short Maturity Bond

ETFs
45.4K
+ 321.56%
$50.09 - $51.31 $2.27M - $2.33M
59.5K $3.05M
ICSH
Blackrock Ultra Short Term Bon

ETFs
45.1K
+ 763.25%
$50.32 - $50.75 $2.27M - $2.29M
51K $2.59M
BMY
Bristol Myers Squibb CO

Healthcare
5.96K
+ 3.14%
$39.66 - $51.75 $236K - $308K
195K $10.1M
AMT
American Tower Corp

Real Estate
8.18K
+ 129.99%
$192.27 - $242.73 $1.57M - $1.99M
14.5K $3.37M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
26.1K
+ 14.06%
$53.41 - $57.9 $1.39M - $1.51M
212K $12.2M
GLD
Spdr Gold Trust

ETFs
6.43K
+ 34.61%
$215.56 - $246.98 $1.39M - $1.59M
25K $6.08M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
26.4K
+ 24.6%
$57.32 - $62.65 $1.52M - $1.66M
134K $8.35M
PYPL
Pay Pal Holdings, Inc.

Financial Services
23.3K
+ 206.89%
$57.22 - $80.08 $1.33M - $1.86M
34.5K $2.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19.7K
+ 192.68%
$96.25 - $101.98 $1.9M - $2.01M
30K $3.04M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.65K
+ 4.0%
$475.2 - $527.7 $782K - $869K
42.8K $22.6M
HD
Home Depot, Inc.

Consumer Cyclical
3.16K
+ 27.51%
$333.64 - $405.2 $1.05M - $1.28M
14.6K $5.93M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
99K
+ 49.05%
$16.42 - $18.12 $1.63M - $1.79M
301K $5.43M
GE
General Electric CO

Industrials
2.52K
+ 5.47%
$156.66 - $189.66 $395K - $479K
48.6K $9.17M
AXP
American Express CO

Financial Services
6K
+ 223.88%
$225.92 - $271.17 $1.36M - $1.63M
8.68K $2.35M
VZ
Verizon Communications Inc

Communication Services
32.3K
+ 43.66%
$38.89 - $45.0 $1.25M - $1.45M
106K $4.77M
CCI
Crown Castle International Corp

Real Estate
13K
+ 170.64%
$95.29 - $120.24 $1.24M - $1.56M
20.6K $2.44M
XYLD
Global X Fds S&P 500 Covered C

ETFs
37.7K
+ 60.19%
$38.49 - $41.61 $1.45M - $1.57M
100K $4.16M
JEPI
J P Morgan Exchange Traded Fd

ETFs
21.5K
+ 26.48%
$54.98 - $59.51 $1.18M - $1.28M
103K $6.12M
PLTR
Palantir Technologies Inc.

Technology
26.1K
+ 59.51%
$24.09 - $37.95 $630K - $992K
70.1K $2.61M
VTV
Vanguard Value ETF

ETFs
7.79K
+ 112.67%
$159.75 - $174.57 $1.24M - $1.36M
14.7K $2.57M
IWM
Ishares Russell 2000 ETF

ETFs
4.54K
+ 18.38%
$200.87 - $224.6 $912K - $1.02M
29.2K $6.46M
JPM
Jpmorgan Chase & CO

Financial Services
5.09K
+ 13.86%
$194.9 - $224.8 $993K - $1.15M
41.8K $8.82M
ABBV
Abb Vie Inc.

Healthcare
2.06K
+ 5.47%
$163.84 - $199.33 $338K - $411K
39.8K $7.85M
LMT
Lockheed Martin Corp

Industrials
993
+ 15.91%
$460.3 - $584.56 $457K - $580K
7.24K $4.23M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
14.2K
+ 8.71%
$91.42 - $91.82 $1.3M - $1.3M
177K $16.3M
XSMO
Invesco S&P Smallcap Momentum

ETFs
17.8K
+ 89.02%
$59.5 - $67.14 $1.06M - $1.2M
37.8K $2.5M
PDD
Pinduoduo Inc.

Consumer Cyclical
9.34K
+ 51872.22%
$89.17 - $151.11 $833K - $1.41M
9.36K $1.26M
ORCL
Oracle Corp

Technology
2.17K
+ 7.2%
$125.9 - $170.35 $273K - $369K
32.3K $5.5M
V
Visa Inc.

Financial Services
3.88K
+ 29.94%
$253.74 - $291.56 $985K - $1.13M
16.8K $4.63M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
11.9K
+ 105.16%
$98.99 - $101.51 $1.17M - $1.2M
23.1K $2.34M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.71K
+ 74.71%
$105.53 - $118.34 $919K - $1.03M
20.4K $2.38M
Activity Summary
Buys All Purchases 576 New Holdings 153 Increased Positions 423 Sells All Sells 283 Reductions 280 Sold out 3 Options Calls 0 Puts 0
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