Belpointe Asset Management LLC Incresed Positions in Q4 2024

Belpointe Asset Management LLC

  • $1.51 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
176K
+ 165.14%
$66.77 - $71.52 $11.8M - $12.6M
283K $19.5M
AAPL
Apple Inc.

Technology
21.6K
+ 6.32%
$221.69 - $259.02 $4.8M - $5.6M
364K $91.1M
TSLA
Tesla, Inc.

Consumer Cyclical
9.37K
+ 25.02%
$213.65 - $479.86 $2M - $4.5M
46.8K $18.9M
XLC
Select Sector Spdr Tr Communic

ETFs
77.7K
+ 737.48%
$89.66 - $102.16 $6.97M - $7.94M
88.3K $8.55M
NVDA
Nvidia Corp

Technology
13K
+ 3.59%
$117.0 - $148.88 $1.52M - $1.93M
374K $50.2M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
43.1K
+ 1040.26%
$115.08 - $119.55 $4.96M - $5.16M
47.3K $5.46M
AMZN
Amazon Com Inc

Consumer Cyclical
68
+ 0.05%
$180.88 - $232.93 $12.3K - $15.8K
137K $30.1M
KBE
Spdr S&P Bank ETF

ETFs
75.7K
+ 1378.92%
$51.33 - $62.76 $3.89M - $4.75M
81.2K $4.51M
PLTR
Palantir Technologies Inc.

Technology
8.88K
+ 12.68%
$36.46 - $82.38 $324K - $732K
78.9K $5.97M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
25.6K
+ 1521.2%
$104.5 - $125.64 $2.68M - $3.22M
27.3K $2.85M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
25.9K
+ 14.62%
$91.29 - $91.8 $2.37M - $2.38M
203K $18.6M
GOOGL
Alphabet Inc.

Communication Services
2.69K
+ 4.29%
$161.86 - $196.66 $436K - $529K
65.4K $12.4M
COST
Costco Wholesale Corp

Consumer Defensive
1.67K
+ 23.28%
$873.59 - $994.69 $1.46M - $1.66M
8.84K $8.1M
IWM
Ishares Russell 2000 ETF

ETFs
7.58K
+ 25.95%
$216.13 - $242.4 $1.64M - $1.84M
36.8K $8.13M
MA
Mastercard Inc

Financial Services
2.14K
+ 30.07%
$491.3 - $536.15 $1.05M - $1.15M
9.25K $4.87M
GOOG
Alphabet Inc.

Communication Services
869
+ 1.93%
$163.08 - $198.16 $142K - $172K
46K $8.75M
SE
Sea LTD

Consumer Cyclical
10K
+ 205.01%
$93.56 - $117.41 $938K - $1.18M
14.9K $1.58M
LOW
Lowes Companies Inc

Consumer Cyclical
4.86K
+ 134.14%
$244.52 - $284.07 $1.19M - $1.38M
8.48K $2.09M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.22K
+ 41.84%
$172.07 - $207.36 $725K - $874K
14.3K $2.82M
TMUS
T Mobile Us, Inc.

Communication Services
4.34K
+ 56.29%
$206.1 - $246.94 $895K - $1.07M
12.1K $2.66M
BX
Blackstone Inc.

Financial Services
3.71K
+ 24.65%
$148.45 - $199.05 $551K - $739K
18.8K $3.24M
NOW
Service Now, Inc.

Technology
324
+ 10.18%
$867.18 - $1148.42 $281K - $372K
3.51K $3.72M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
67.4K
+ 545.23%
$12.74 - $14.23 $859K - $960K
79.8K $1.04M
VEEV
Veeva Systems Inc

Healthcare
3.61K
+ 99.94%
$201.81 - $250.45 $728K - $903K
7.21K $1.52M
WMT
Walmart Inc.

Consumer Defensive
4.19K
+ 10.66%
$79.1 - $95.7 $331K - $401K
43.5K $3.93M
CPNG
Coupang, Inc.

Consumer Cyclical
33K
+ 39773.49%
$21.98 - $26.89 $726K - $888K
33.1K $727K
CRWD
Crowd Strike Holdings, Inc.

Technology
273
+ 2.69%
$275.15 - $388.2 $75.1K - $106K
10.4K $3.57M
PG
Procter & Gamble CO

Consumer Defensive
4.91K
+ 24.3%
$161.05 - $179.7 $790K - $881K
25.1K $4.21M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
36
+ 0.59%
$260.53 - $404.79 $9.38K - $14.6K
6.14K $2.35M
BA
Boeing CO

Industrials
2.36K
+ 23.16%
$138.14 - $180.72 $326K - $426K
12.6K $2.22M
IVW
Ishares S&P 500 Growth ETF

ETFs
545
+ 0.54%
$94.43 - $105.47 $51.5K - $57.5K
101K $10.3M
CDNS
Cadence Design Systems Inc

Technology
1.87K
+ 132.91%
$249.1 - $324.54 $465K - $606K
3.27K $982K
SYY
Sysco Corp

Consumer Defensive
7.33K
+ 166.48%
$73.63 - $81.77 $540K - $599K
11.7K $897K
SQ
Block, Inc.

Technology
4.06K
+ 43.28%
$65.06 - $98.92 $264K - $402K
13.4K $1.14M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.18K
+ 22.42%
$100.24 - $101.35 $520K - $525K
28.3K $2.85M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
9.36K
+ 96.05%
$49.03 - $53.35 $459K - $500K
19.1K $979K
ORCL
Oracle Corp

Technology
3.64K
+ 11.29%
$165.41 - $192.43 $603K - $701K
35.9K $5.98M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
20.6K
+ 16.69%
$23.25 - $23.37 $480K - $482K
144K $3.36M
WEC
Wec Energy Group, Inc.

Utilities
5.6K
+ 17.83%
$92.94 - $101.82 $521K - $570K
37K $3.48M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
7.74K
+ 79.82%
$82.28 - $117.52 $637K - $909K
17.4K $1.48M
GM
General Motors CO

Consumer Cyclical
3.28K
+ 10.21%
$44.82 - $60.2 $147K - $198K
35.4K $1.89M
HEI
Heico Corp

Industrials
2.08K
+ 97.33%
$237.06 - $279.02 $493K - $580K
4.22K $1M
GILD
Gilead Sciences, Inc.

Healthcare
4.43K
+ 108.28%
$83.95 - $97.9 $372K - $434K
8.53K $787K
BAC
Bank Of America Corp

Financial Services
6.09K
+ 14.76%
$39.22 - $47.77 $239K - $291K
47.3K $2.08M
GIS
General Mills Inc

Consumer Defensive
8.27K
+ 98.56%
$62.78 - $74.62 $519K - $617K
16.7K $1.06M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
10.8K
+ 165.52%
$40.97 - $42.66 $441K - $459K
17.3K $714K
T
At&T Inc.

Communication Services
14.6K
+ 10.6%
$21.22 - $23.88 $309K - $347K
152K $3.46M
MRVL
Marvell Technology, Inc.

Technology
720
+ 8.03%
$70.31 - $124.78 $50.6K - $89.8K
9.68K $1.07M
NDAQ
Nasdaq, Inc.

Financial Services
4.11K
+ 26.37%
$70.87 - $83.05 $291K - $341K
19.7K $1.52M
Activity Summary
Buys All Purchases 383 New Holdings 47 Increased Positions 336 Sells All Sells 358 Reductions 358 Sold out 0 Options Calls 0 Puts 0
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