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
CNHI
Cnh Industrial N.V.

Industrials
1.25K
+ 9.77%
N/A
14.1K $146K
VBK
Vanguard Small Cap Growth ETF

ETFs
734
+ 12.06%
$247.97 - $296.33 $182K - $218K
6.82K $1.72M
MGK
Vanguard Mega Cap Growth ETF

ETFs
308
+ 12.75%
$307.43 - $357.48 $94.7K - $110K
2.72K $841K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
51
+ 1.87%
$126.11 - $135.06 $6.43K - $6.89K
2.78K $359K
PFFA
Etfis Ser Tr I

ETFs
2.41K
+ 3.98%
$21.21 - $22.3 $51.1K - $53.7K
62.9K $1.34M
TTE
Total Energies Se

Energy
153
+ 3.76%
N/A
4.22K $289K
MRK
Merck & Co., Inc.

Healthcare
1.48K
+ 11.57%
$83.01 - $101.02 $123K - $149K
14.2K $1.28M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
105
+ 0.91%
$16.06 - $16.99 $1.69K - $1.78K
11.6K $193K
BKE
Buckle Inc

Consumer Cyclical
2.56K
+ 35.25%
$35.15 - $51.65 $90K - $132K
9.83K $376K
SWX
Southwest Gas Holdings, Inc.

Utilities
54
+ 1.75%
$68.42 - $78.18 $3.69K - $4.22K
3.15K $225K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.58K
+ 8.96%
$10.61 - $16.49 $16.8K - $26.1K
19.2K $239K
INTU
Intuit Inc

Technology
20
+ 3.51%
$555.63 - $630.23 $11.1K - $12.6K
590 $362K
AMAT
Applied Materials Inc

Technology
470
+ 12.59%
$145.06 - $195.51 $68.2K - $91.9K
4.2K $610K
AMSF
Amerisafe Inc

Financial Services
54
+ 1.12%
N/A
4.86K $212K
VXF
Vanguard Extended Market ETF

ETFs
177
+ 11.17%
$170.36 - $201.04 $30.2K - $35.6K
1.76K $303K
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
4.02K
+ 21.46%
N/A
22.8K $0
Pacer Us Lrg Cap Cash Cows Growth Leaders ETF
885
+ 2.56%
N/A
35.4K $0
Hippo Hldgs Inc
1
+ 0.01%
N/A
14K $0
Ea Series Trust
5.56K
+ 45.09%
N/A
17.9K $0
Atlassian Corporation
468
+ 12.19%
N/A
4.31K $0
Labcorp Holdings Inc
119
+ 7.41%
N/A
1.73K $0
VUSB
Vanguard Bd Index Fds
2.72K
+ 8.9%
N/A
33.3K $0
Innovator Etfs Trust
12.8K
+ 114.76%
N/A
23.9K $0
Kenvue Inc
33.9K
+ 85.09%
N/A
73.7K $0
Annaly Capital Management In
12.4K
+ 31.31%
N/A
52.2K $0
JGRO
J P Morgan Exchange Traded Fd
1.32K
+ 5.54%
N/A
25.1K $0
RSEE
Collaborative Invt Ser Tr Rare
46.1K
+ 4.77%
N/A
1.01M $0
PDEC
Innovator U.S. Equity Power Bu
138K
+ 1208.97%
N/A
149K $0
Innovator Etfs Trust
10.1K
+ 77.37%
N/A
23.2K $0
F&G Annuities & Life Inc
474
+ 6.46%
N/A
7.81K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
14K
+ 171.04%
N/A
22.2K $0
Northern Lts Fd Tr Iv
11.4K
+ 57.59%
N/A
31.1K $0
TUA
Simpl Exch Traded Fds Sht Term
7.37K
+ 5.91%
N/A
132K $0
GHTA
Collaborative Invt Ser Tr Goos
14.9K
+ 3.66%
N/A
423K $0
Fidelity Enhanced Mid Cap ETF
1.12K
+ 3.67%
N/A
31.5K $0
Ea Series Trust
4.69K
+ 49.87%
N/A
14.1K $0
Fidelity Wise Origin Bitcoin F Shs ETF
4.18K
+ 56.99%
N/A
11.5K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
4.33K
+ 28.96%
N/A
19.3K $0
Collaborative Investmnt Ser
185K
+ 32.37%
N/A
756K $0
First Tr Exchange Traded Fd
7.14K
+ 56.61%
N/A
19.7K $0
CGMU
Capital Group Core Plus Income
1.22K
+ 3.07%
N/A
41K $0
STRV
Ea Ser Tr Strive 500 ETF
6.66K
+ 25.44%
N/A
32.8K $0
Jacobs Solutions Inc
339
+ 8.84%
N/A
4.17K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
3.2K
+ 30.77%
N/A
13.6K $0
Rbb Fd Inc
2.79K
+ 22.54%
N/A
15.2K $0
TOL
Toll Brothers, Inc.

Consumer Cyclical
759
+ 19.18%
$103.02 - $140.69 $78.2K - $107K
4.72K $497K
BIBL
Northern Lts Fd Tr Iv

ETFs
894
+ 1.23%
$37.55 - $41.94 $33.6K - $37.5K
73.4K $2.82M
CSTM
Constellium Se

Basic Materials
1
+ 0.01%
$9.07 - $12.27 $9.07 - $12.3
11.9K $120K
DD
Du Pont De Nemours, Inc.

Basic Materials
152
+ 1.77%
$72.7 - $84.32 $11.1K - $12.8K
8.75K $653K
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
Track This Portfolio

Track Belpointe Asset Management LLC Portfolio

Follow Belpointe Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Belpointe Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Belpointe Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email