Belpointe Asset Management LLC Incresed Positions in Q2 2025

Belpointe Asset Management LLC

  • $2.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
1.34K
+ 2.86%
$146.58 - $180.01 $196K - $240K
48K $8.51M
GBIL
Goldman Sachs Access Treasury

ETFs
12K
+ 539.22%
$99.83 - $100.19 $1.2M - $1.2M
14.2K $1.43M
SOFI
So Fi Technologies, Inc.

Financial Services
57.3K
+ 296.91%
$9.5 - $18.21 $544K - $1.04M
76.6K $1.39M
IGV
Ishares Expanded Tech Software

ETFs
9.86K
+ 348.62%
$80.15 - $109.5 $790K - $1.08M
12.7K $1.39M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2K
+ 10.25%
$171.4 - $227.1 $343K - $454K
21.5K $4.88M
HON
Honeywell International Inc

Industrials
4.05K
+ 55.99%
$182.86 - $232.88 $740K - $943K
11.3K $2.63M
VO
Vanguard Mid Cap ETF

ETFs
647
+ 1.52%
$228.54 - $279.83 $148K - $181K
43.3K $12.1M
GLD
Spdr Gold Trust

ETFs
1.31K
+ 3.27%
$273.71 - $316.29 $360K - $416K
41.5K $12.7M
ASTS
Ast Space Mobile, Inc.

Communication Services
2.15K
+ 5.43%
$20.07 - $51.83 $43.1K - $111K
41.7K $1.95M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.15K
+ 23.38%
$141.37 - $228.57 $304K - $491K
11.3K $2.57M
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.46K
+ 15.45%
$72.96 - $90.39 $544K - $674K
55.7K $4.98M
COST
Costco Wholesale Corp

Consumer Defensive
673
+ 8.98%
$908.13 - $1056.85 $611K - $711K
8.17K $8.08M
LOW
Lowes Companies Inc

Consumer Cyclical
4.82K
+ 58.01%
$210.83 - $235.28 $1.02M - $1.13M
13.1K $2.91M
BA
Boeing CO

Industrials
2.36K
+ 19.43%
$136.59 - $217.51 $322K - $513K
14.5K $3.04M
MBB
Ishares Tr

ETFs
10.2K
+ 21.2%
$91.41 - $94.22 $933K - $961K
58.3K $5.48M
MCD
Mcdonalds Corp

Consumer Cyclical
4.25K
+ 30.48%
$285.55 - $321.23 $1.21M - $1.36M
18.2K $5.31M
PEG
Public Service Enterprise Group Inc

Utilities
11.3K
+ 385.33%
$77.13 - $84.18 $869K - $949K
14.2K $1.2M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
12.1K
+ 32.73%
$48.22 - $60.41 $586K - $734K
49.3K $2.94M
MNST
Monster Beverage Corp

Consumer Defensive
14.5K
+ 385.38%
$55.01 - $64.24 $796K - $930K
18.2K $1.14M
MUB
Ishares National Muni Bond ETF

ETFs
9.03K
+ 32.55%
$102.31 - $105.8 $924K - $956K
36.8K $3.84M
NET
Cloudflare, Inc.

Technology
1.33K
+ 17.09%
$97.08 - $195.83 $129K - $261K
9.12K $1.79M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.48K
+ 3.4%
$90.56 - $109.49 $315K - $381K
106K $11.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
45.9K
+ 18.78%
$24.32 - $27.87 $1.12M - $1.28M
290K $7.7M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
858
+ 9.36%
$179.95 - $278.88 $154K - $239K
10K $2.8M
DIS
Walt Disney CO

Communication Services
2.59K
+ 12.25%
$81.72 - $124.01 $212K - $322K
23.8K $2.95M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8K
+ 17.29%
$96.84 - $99.46 $774K - $795K
54.2K $5.38M
SYY
Sysco Corp

Consumer Defensive
10.1K
+ 78.97%
$68.0 - $75.91 $687K - $767K
22.9K $1.73M
CEG
Constellation Energy Corp

Utilities
662
+ 14.64%
$170.96 - $322.76 $113K - $214K
5.18K $1.67M
CCJ
Cameco Corp

Energy
206
+ 0.95%
$36.68 - $74.46 $7.56K - $15.3K
21.9K $1.62M
VGSH
Vanguard

ETFs
12.3K
+ 10.9%
$58.32 - $58.95 $716K - $724K
125K $7.34M
PG
Procter & Gamble CO

Consumer Defensive
6.15K
+ 25.56%
$157.66 - $172.39 $970K - $1.06M
30.2K $4.82M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
9.45K
+ 67.18%
$53.75 - $67.21 $508K - $635K
23.5K $1.56M
QTEC
First Trust Nasdaq 100 Technol

ETFs
122
+ 0.72%
$149.56 - $212.83 $18.2K - $26K
17.2K $3.65M
C
Citigroup Inc

Financial Services
2.41K
+ 7.1%
$58.13 - $85.12 $140K - $205K
36.4K $3.09M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.08K
+ 13.17%
$77.94 - $79.5 $630K - $642K
69.4K $5.52M
AXON
Axon Enterprise, Inc.

Industrials
610
+ 108.54%
$497.13 - $827.94 $303K - $505K
1.17K $970K
CSCO
Cisco Systems, Inc.

Technology
3.31K
+ 5.83%
$53.19 - $69.38 $176K - $230K
60.1K $4.17M
VGIT
Vanguard Intermediate Term Tre

ETFs
11K
+ 68.09%
$58.63 - $59.9 $646K - $660K
27.2K $1.63M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.36K
+ 49.87%
$273.67 - $366.17 $372K - $497K
4.08K $1.49M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
32.3K
+ 307.18%
$19.44 - $19.56 $627K - $631K
42.8K $834K
BAC
Bank Of America Corp

Financial Services
6.44K
+ 12.8%
$34.39 - $47.46 $221K - $306K
56.7K $2.68M
URA
Global X Uranium ETF

ETFs
6.87K
+ 35.61%
$20.26 - $38.81 $139K - $266K
26.1K $1.01M
UNP
Union Pacific Corp

Industrials
2.61K
+ 41.07%
$208.27 - $238.46 $543K - $622K
8.96K $2.06M
LLY
Eli Lilly & CO

Healthcare
986
+ 21.05%
$713.71 - $898.95 $704K - $886K
5.67K $4.42M
WFC
Wells Fargo & Company

Financial Services
5.62K
+ 47.76%
$60.98 - $80.12 $343K - $450K
17.4K $1.39M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
11.4K
+ 46.09%
$48.13 - $49.85 $546K - $566K
36K $1.76M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
26K
+ 187.85%
$20.66 - $20.74 $538K - $540K
39.9K $824K
EQNR
Equinor Asa

Energy
21K
+ 225.59%
$22.04 - $28.08 $464K - $591K
30.4K $763K
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.76K
+ 82.02%
$72.02 - $73.82 $487K - $499K
15K $1.11M
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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