Belpointe Asset Management LLC Incresed Positions in Q1 2025

Belpointe Asset Management LLC

  • $1.69 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
29.3K
+ 141.56%
$37.07 - $40.63 $1.09M - $1.19M
50K $1.97M
AON
Aon PLC

Financial Services
2.81K
+ 291.2%
$348.44 - $409.32 $980K - $1.15M
3.78K $1.51M
XLU
Utilities Sector Spdr

ETFs
12.7K
+ 98.54%
$74.7 - $80.27 $946K - $1.02M
25.5K $2.01M
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
80.7K
+ 45.9%
$10.62 - $11.83 $857K - $955K
257K $2.97M
O
Realty Income Corp

Real Estate
16.2K
+ 78.41%
$51.67 - $58.49 $837K - $947K
36.8K $2.14M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
4.36K
+ 19.02%
$111.19 - $129.47 $485K - $565K
27.3K $3.53M
NFLX
Netflix Inc

Communication Services
678
+ 7.36%
$828.4 - $1058.6 $562K - $718K
9.89K $9.23M
IWR
Ishares Russell Mid Cap ETF

ETFs
12.3K
+ 131.09%
$82.81 - $92.93 $1.01M - $1.14M
21.6K $1.84M
GS
Goldman Sachs Group Inc

Financial Services
1.97K
+ 53.72%
$524.81 - $672.19 $1.03M - $1.32M
5.63K $3.07M
LNG
Cheniere Energy, Inc.

Energy
4.04K
+ 157.63%
$209.32 - $253.66 $845K - $1.02M
6.6K $1.53M
CME
Cme Group Inc.

Financial Services
3.2K
+ 88.95%
$225.82 - $266.54 $721K - $852K
6.79K $1.8M
CTVA
Corteva, Inc.

Basic Materials
14.8K
+ 290.57%
$55.94 - $66.15 $827K - $978K
19.9K $1.25M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
10.1K
+ 242.33%
$91.76 - $103.26 $927K - $1.04M
14.3K $1.32M
HD
Home Depot, Inc.

Consumer Cyclical
3.18K
+ 25.88%
$347.25 - $424.87 $1.1M - $1.35M
15.5K $5.67M
QCOM
Qualcomm Inc

Technology
5.44K
+ 24.12%
$151.94 - $175.86 $826K - $956K
28K $4.3M
VBR
Vanguard Small Cap Value ETF

ETFs
4.84K
+ 62.58%
$183.02 - $207.75 $885K - $1.01M
12.6K $2.34M
TFC
Truist Financial Corp

Financial Services
20K
+ 159.79%
$39.48 - $48.15 $790K - $964K
32.5K $1.34M
KO
Coca Cola CO

Consumer Defensive
6.78K
+ 22.65%
$60.81 - $72.32 $413K - $491K
36.7K $2.63M
VB
Vanguard Small Cap ETF

ETFs
3.89K
+ 69.85%
$217.89 - $252.64 $848K - $984K
9.47K $2.1M
VTWO
Vanguard Russell 2000 ETF

ETFs
9.72K
+ 327.04%
$80.08 - $92.93 $779K - $904K
12.7K $1.02M
GD
General Dynamics Corp

Industrials
2.66K
+ 198.21%
$241.94 - $272.58 $644K - $726K
4.01K $1.09M
EEM
Ishares Msci Emerging Markets

ETFs
14.7K
+ 31.3%
$40.81 - $45.34 $601K - $668K
61.8K $2.7M
CRM
Salesforce, Inc.

Technology
3.69K
+ 91.41%
$268.36 - $359.95 $991K - $1.33M
7.74K $2.08M
XLV
Select Sector Spdr Fund Health

ETFs
3.46K
+ 15.14%
$137.61 - $149.68 $476K - $518K
26.3K $3.84M
IWS
Ishares Russell Midcap Value E

ETFs
5.57K
+ 218.58%
$122.59 - $135.24 $682K - $753K
8.11K $1.02M
CVX
Chevron Corp

Energy
1.2K
+ 5.46%
$146.71 - $167.97 $175K - $201K
23.1K $3.86M
ACN
Accenture PLC

Technology
2.47K
+ 113.23%
$300.91 - $398.25 $744K - $985K
4.66K $1.45M
WM
Waste Management Inc

Industrials
152
+ 0.71%
$200.54 - $233.78 $30.5K - $35.5K
21.6K $5.01M
AEE
Ameren Corp

Utilities
772
+ 1.48%
$86.87 - $103.67 $67.1K - $80K
53.1K $5.33M
DECK
Deckers Outdoor Corp

Consumer Cyclical
6.35K
+ 931.86%
$111.56 - $223.11 $708K - $1.42M
7.03K $785K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
31.5K
+ 110.64%
$21.23 - $23.75 $668K - $748K
59.9K $1.29M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.87K
+ 30.16%
$169.43 - $182.84 $655K - $707K
16.7K $2.89M
ABT
Abbott Laboratories

Healthcare
741
+ 2.66%
$111.1 - $140.22 $82.3K - $104K
28.6K $3.79M
SCHO
Schwab Short Term Us Treasury

ETFs
25.6K
+ 69.75%
$24.1 - $24.34 $618K - $624K
62.4K $1.52M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
26.7K
+ 191.31%
$22.61 - $23.14 $604K - $618K
40.7K $940K
XLI
Industrial Sector Spdr

ETFs
4.72K
+ 33.41%
$128.78 - $141.67 $608K - $669K
18.8K $2.47M
ICE
Intercontinental Exchange, Inc.

Financial Services
2.23K
+ 24.48%
$142.8 - $176.36 $319K - $394K
11.4K $1.96M
AVGO
Broadcom Inc.

Technology
12.2K
+ 53.02%
$167.43 - $244.7 $2.04M - $2.99M
35.3K $5.9M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
10.3K
+ 131.82%
$43.6 - $49.84 $449K - $514K
18.1K $860K
PHM
Pultegroup Inc

Consumer Cyclical
5.04K
+ 153.71%
$101.09 - $118.51 $509K - $597K
8.31K $854K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
18.9K
+ 202.91%
$23.43 - $25.55 $442K - $482K
28.2K $719K
XLF
Financial Sector Spdr

ETFs
5.99K
+ 5.42%
$47.32 - $52.19 $283K - $312K
116K $5.8M
IEF
Ishares Barclays

ETFs
3.85K
+ 12.54%
$91.17 - $95.39 $351K - $368K
34.6K $3.3M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
8.65K
+ 9.29%
$61.91 - $66.79 $535K - $578K
102K $6.35M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
3.94K
+ 154.92%
$106.46 - $114.75 $419K - $452K
6.48K $713K
WPC
W. P. Carey Inc.

Real Estate
4.28K
+ 22.58%
$53.5 - $65.05 $229K - $278K
23.2K $1.47M
MCO
Moodys Corp

Financial Services
926
+ 152.3%
$437.8 - $527.48 $405K - $488K
1.53K $714K
IWP
Ishares Russell Mid Cap Growth

ETFs
4.03K
+ 61.92%
$114.9 - $139.6 $463K - $562K
10.5K $1.24M
VV
Vanguard Large Cap ETF

ETFs
1.65K
+ 155.07%
$253.32 - $282.66 $419K - $467K
2.72K $698K
Activity Summary
Buys All Purchases 563 New Holdings 223 Increased Positions 340 Sells All Sells 334 Reductions 334 Sold out 0 Options Calls 0 Puts 0
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