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
KO
Coca Cola CO

Consumer Defensive
357
+ 0.97%
$68.37 - $73.9 $24.4K - $26.4K
37.1K $2.62M
ZTS
Zoetis Inc.

Healthcare
36
+ 2.04%
$144.41 - $170.3 $5.2K - $6.13K
1.8K $281K
DTE
Dte Energy CO

Utilities
7
+ 0.34%
$127.39 - $139.49 $892 - $976
2.08K $275K
MO
Altria Group, Inc.

Consumer Defensive
1.08K
+ 2.01%
$55.56 - $60.91 $59.9K - $65.7K
54.7K $3.2M
PEP
Pepsico Inc

Consumer Defensive
2.03K
+ 12.98%
$128.02 - $151.37 $260K - $308K
17.7K $2.33M
BSM
Black Stone Minerals, L.P.

Energy
1.11K
+ 8.02%
$12.78 - $15.36 $14.2K - $17.1K
15K $195K
OGE
Oge Energy Corp.

Utilities
13
+ 0.13%
$42.23 - $46.38 $549 - $603
10.2K $453K
UPS
United Parcel Service Inc

Industrials
483
+ 6.74%
$91.92 - $110.2 $44.4K - $53.2K
7.65K $772K
PAA
Plains All American Pipeline LP

Energy
18
+ 0.17%
$16.03 - $20.28 $289 - $365
10.8K $198K
MDT
Medtronic PLC

Healthcare
32
+ 0.43%
$80.68 - $88.86 $2.58K - $2.84K
7.53K $655K
FLO
Flowers Foods Inc

Consumer Defensive
764
+ 7.29%
$15.86 - $19.21 $12.1K - $14.7K
11.2K $179K
M
Macy'S, Inc.

Consumer Cyclical
625
+ 1.96%
$10.02 - $13.19 $6.26K - $8.24K
32.6K $379K
AAON
Aaon, Inc.

Industrials
8
+ 0.14%
$71.78 - $106.87 $574 - $855
5.8K $427K
BRO
Brown & Brown, Inc.

Financial Services
202
+ 5.24%
$104.48 - $124.43 $21.1K - $25.1K
4.06K $449K
MAS
Masco Corp

Industrials
263
+ 2.78%
$58.73 - $71.06 $15.4K - $18.7K
9.72K $625K
EMN
Eastman Chemical CO

Basic Materials
480
+ 9.39%
$72.7 - $88.29 $34.9K - $42.4K
5.59K $417K
MPLX
Mplx LP

Energy
38
+ 0.2%
$46.68 - $53.89 $1.77K - $2.05K
18.7K $964K
SIGI
Selective Insurance Group Inc

Financial Services
35
+ 0.42%
$82.37 - $92.83 $2.88K - $3.25K
8.41K $728K
CTRA
Coterra Energy Inc.

Energy
777
+ 4.64%
$22.6 - $29.07 $17.6K - $22.6K
17.5K $444K
LYB
Lyondell Basell Industries N.V.

Basic Materials
364
+ 7.05%
$53.23 - $70.65 $19.4K - $25.7K
5.53K $319K
CLX
Clorox CO

Consumer Defensive
335
+ 10.53%
$118.01 - $148.69 $39.5K - $49.8K
3.52K $422K
CCS
Century Communities, Inc.

Consumer Cyclical
607
+ 7.55%
$51.04 - $67.94 $31K - $41.2K
8.65K $486K
WSO
Watsco Inc

Industrials
299
+ 10.67%
$421.84 - $520.66 $126K - $156K
3.1K $1.37M
FNF
Fidelity National Financial, Inc.

Financial Services
1K
+ 7.83%
$53.62 - $66.59 $53.7K - $66.7K
13.8K $772K
FANG
Diamondback Energy, Inc.

Energy
116
+ 2.9%
$119.25 - $161.49 $13.8K - $18.7K
4.12K $565K
APD
Air Products & Chemicals, Inc.

Basic Materials
117
+ 1.36%
$248.61 - $294.96 $29.1K - $34.5K
8.69K $2.45M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.31K
+ 1078.97%
$87.84 - $1441.89 $203K - $3.33M
2.52K $227K
VZ
Verizon Communications Inc

Communication Services
1.71K
+ 1.89%
$41.67 - $45.62 $71.4K - $78.2K
92.3K $3.99M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.72K
+ 2.51%
$45.07 - $52.57 $77.7K - $90.6K
70.3K $3.44M
EPD
Enterprise Products Partners L.P.

Energy
679
+ 1.35%
$28.95 - $34.22 $19.7K - $23.2K
51K $1.58M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
377
+ 7.13%
$225.56 - $335.19 $85K - $126K
5.66K $1.35M
AMGN
Amgen Inc

Healthcare
165
+ 2.58%
$262.28 - $309.85 $43.3K - $51.1K
6.56K $1.83M
OKE
Oneok Inc

Energy
874
+ 6.42%
$78.71 - $100.37 $68.8K - $87.7K
14.5K $1.18M
AEE
Ameren Corp

Utilities
386
+ 0.73%
$94.23 - $101.68 $36.4K - $39.2K
53.5K $5.14M
CTA
Simplify Exch Traded Fds Simpl

ETFs
8.43K
+ 4.41%
$26.61 - $29.9 $224K - $252K
200K $5.35M
CVX
Chevron Corp

Energy
1.47K
+ 6.36%
$133.73 - $168.51 $196K - $247K
24.6K $3.52M
UNH
Unitedhealth Group Inc

Healthcare
2.05K
+ 22.5%
$274.35 - $599.47 $563K - $1.23M
11.2K $3.48M
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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