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
RNR
Renaissancere Holdings LTD

Financial Services
19
+ 2.19%
$226.55 - $263.22 $4.3K - $5K
885 $212K
CGUS
Capital Group Core Equity ETF
1K
+ 4.22%
$33.08 - $36.62 $33.1K - $36.7K
24.7K $825K
APAM
Artisan Partners Asset Management Inc.

Financial Services
466
+ 7.67%
$38.51 - $45.32 $17.9K - $21.1K
6.54K $255K
ADI
Analog Devices Inc

Technology
19
+ 1.45%
$201.56 - $243.82 $3.83K - $4.63K
1.33K $267K
THO
Thor Industries Inc

Consumer Cyclical
1.08K
+ 23.44%
$75.81 - $105.39 $81.6K - $114K
5.67K $429K
SIGI
Selective Insurance Group Inc

Financial Services
61
+ 0.73%
$78.49 - $95.48 $4.79K - $5.82K
8.38K $766K
RGA
Reinsurance Group Of America Inc

Financial Services
30
+ 2.81%
$186.01 - $231.1 $5.58K - $6.93K
1.1K $215K
TROW
Price T Rowe Group Inc

Financial Services
626
+ 18.94%
$91.57 - $116.93 $57.3K - $73.2K
3.93K $361K
CLX
Clorox CO

Consumer Defensive
206
+ 6.92%
$141.76 - $162.89 $29.2K - $33.6K
3.18K $468K
CGGO
Capital Group Global Growth Eq

ETFs
366
+ 1.14%
$28.33 - $30.84 $10.4K - $11.3K
32.6K $923K
WMT
Walmart Inc.

Consumer Defensive
1.03K
+ 2.37%
$84.5 - $105.05 $87.1K - $108K
44.5K $3.91M
GWW
W.W. Grainger, Inc.

Industrials
9
+ 1.83%
$953.54 - $1132.42 $8.58K - $10.2K
500 $493K
MAIN
Main Street Capital Corp

Financial Services
30
+ 0.2%
$54.71 - $63.1 $1.64K - $1.89K
15K $850K
UBSI
United Bankshares Inc

Financial Services
1
+ 0.01%
$34.03 - $39.27 $34 - $39.3
10.1K $351K
PNC
Pnc Financial Services Group, Inc.

Financial Services
304
+ 6.09%
$168.84 - $202.89 $51.3K - $61.7K
5.29K $930K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
18
+ 0.54%
$147.38 - $176.39 $2.65K - $3.18K
3.35K $507K
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
489
+ 15.33%
$97.42 - $141.16 $47.6K - $69K
3.68K $385K
BZH
Beazer Homes Usa Inc

Consumer Cyclical
1.02K
+ 10.98%
$20.27 - $28.57 $20.7K - $29.2K
10.3K $210K
IREN
Iris Energy LTD

Financial Services
4.47K
+ 21.77%
$6.07 - $13.18 $27.1K - $58.8K
25K $152K
CLDT
Chatham Lodging Trust

Real Estate
1.13K
+ 3.06%
$7.13 - $8.89 $8.08K - $10.1K
38.1K $271K
URA
Global X Uranium ETF

ETFs
515
+ 2.75%
$22.92 - $30.98 $11.8K - $16K
19.3K $441K
BAH
Booz Allen Hamilton Holding Corp

Industrials
51
+ 1.5%
$102.72 - $143.06 $5.24K - $7.3K
3.46K $361K
EVR
Evercore Inc.

Financial Services
17
+ 1.62%
$190.28 - $291.27 $3.23K - $4.95K
1.07K $213K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
5
+ 0.35%
$314.47 - $431.35 $1.57K - $2.16K
1.42K $519K
ADBE
Adobe Inc.

Technology
157
+ 5.91%
$377.84 - $464.11 $59.3K - $72.9K
2.82K $1.08M
MHO
M/I Homes, Inc.

Consumer Cyclical
483
+ 5.43%
$113.46 - $138.33 $54.8K - $66.8K
9.37K $1.07M
ETN
Eaton Corp PLC

Industrials
71
+ 2.5%
$271.83 - $371.23 $19.3K - $26.4K
2.91K $789K
LVS
Las Vegas Sands Corp

Consumer Cyclical
537
+ 3.71%
$38.18 - $50.93 $20.5K - $27.3K
15K $579K
AAON
Aaon, Inc.

Industrials
480
+ 9.04%
$73.52 - $136.95 $35.3K - $65.7K
5.79K $452K
XLY
Select Sector Spdr Consumer Di

ETFs
20
+ 0.28%
$192.6 - $233.2 $3.85K - $4.66K
7.16K $1.41M
DIS
Walt Disney CO

Communication Services
568
+ 2.76%
$96.87 - $114.0 $55K - $64.8K
21.2K $2.09M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.16K
+ 4.33%
$551.42 - $612.93 $2.3M - $2.55M
100K $56.1M
VGT
Vanguard Information Technolog

ETFs
1.7K
+ 11.59%
$542.38 - $646.34 $923K - $1.1M
16.4K $8.89M
AFRM
Affirm Holdings, Inc.

Technology
1
+ 0.01%
$43.7 - $80.98 $43.7 - $81
17.5K $789K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.43K
+ 2.22%
$57.21 - $65.8 $139K - $160K
112K $6.53M
TTD
Trade Desk, Inc.

Technology
628
+ 4.16%
$53.59 - $126.58 $33.7K - $79.5K
15.7K $860K
GOOGL
Alphabet Inc.

Communication Services
8.1K
+ 12.4%
$154.33 - $206.19 $1.25M - $1.67M
73.5K $11.4M
GOOG
Alphabet Inc.

Communication Services
673
+ 1.46%
$156.06 - $207.71 $105K - $140K
46.6K $7.28M
OZ
Belpointe Prep, LLC

Real Estate
8.11K
+ 2.72%
$60.5 - $78.04 $491K - $633K
306K $19.8M
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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