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
TROW
Price T Rowe Group Inc

Financial Services
4.94K
+ 125.54%
$80.27 - $98.06 $396K - $484K
8.87K $855K
COIN
Coinbase Global, Inc.

Technology
306
+ 15.07%
$151.47 - $375.07 $46.3K - $115K
2.34K $819K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
21.3K
+ 201.8%
$21.57 - $21.99 $459K - $468K
31.8K $698K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
2.49K
+ 4.54%
$49.48 - $61.22 $123K - $152K
57.3K $3.49M
CRM
Salesforce, Inc.

Technology
1.52K
+ 19.66%
$236.26 - $291.15 $359K - $443K
9.26K $2.52M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
18.2K
+ 44.71%
$22.7 - $23.33 $413K - $424K
58.8K $1.37M
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
IBM
International Business Machines Corp

Technology
255
+ 3.62%
$221.03 - $294.78 $56.4K - $75.2K
7.3K $2.15M
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
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
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
VTV
Vanguard Value ETF

ETFs
1.16K
+ 4.27%
$153.67 - $176.74 $178K - $205K
28.3K $5.01M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
480
+ 2.75%
$27.82 - $46.45 $13.4K - $22.3K
17.9K $831K
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
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
THC
Tenet Healthcare Corp

Healthcare
1.08K
+ 54.1%
$110.41 - $176.0 $119K - $189K
3.06K $538K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
155
+ 2.33%
$139.8 - $197.22 $21.7K - $30.6K
6.8K $1.34M
TME
Tencent Music Entertainment Group

Communication Services
1.96K
+ 4.35%
$11.97 - $19.49 $23.4K - $38.2K
46.9K $914K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.15K
+ 69.52%
$50.36 - $50.68 $259K - $261K
12.6K $636K
ADI
Analog Devices Inc

Technology
894
+ 67.42%
$164.6 - $238.02 $147K - $213K
2.22K $528K
IWB
Ishares Tr Russell 1000 ETF

ETFs
236
+ 4.74%
$272.36 - $339.57 $64.3K - $80.1K
5.21K $1.77M
IWP
Ishares Russell Mid Cap Growth

ETFs
82
+ 0.78%
$104.34 - $138.68 $8.56K - $11.4K
10.6K $1.47M
VIG
Vanguard Dividend Appreciation

ETFs
1.27K
+ 11.28%
N/A
12.5K $2.28M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.68K
+ 11.75%
$121.58 - $136.74 $204K - $229K
16K $2.17M
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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