Belpointe Asset Management LLC New Holdings in Q1 2025

Belpointe Asset Management LLC

  • $1.69 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
1.27M
New
$23.03 - $25.01 $29.2M - $31.7M
1.27M $30M
CTA
Simplify Exch Traded Fds Simpl

ETFs
191K
New
$27.81 - $30.21 $5.32M - $5.78M
191K $5.67M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
74.4K
New
$49.6 - $50.28 $3.69M - $3.74M
74.4K $3.74M
PHYS
Sprott Physical Gold Trust

Financial Services
93.8K
New
$20.25 - $24.06 $1.9M - $2.26M
93.8K $2.26M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
37.1K
New
$47.66 - $57.45 $1.77M - $2.13M
37.1K $2.02M
MLPX
Global X Mlp & Energy Infrastr

ETFs
30.5K
New
$59.6 - $67.2 $1.82M - $2.05M
30.5K $1.95M
VDC
Vanguard Consumer Staples ETF

ETFs
8.64K
New
$206.54 - $226.16 $1.78M - $1.95M
8.64K $1.89M
MLPA
Global X Mlp ETF

ETFs
34.8K
New
$49.83 - $54.53 $1.73M - $1.9M
34.8K $1.85M
IWY
Ishares Tr Russell 200 Growth

ETFs
8.22K
New
$210.19 - $243.33 $1.73M - $2M
8.22K $1.73M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
75K
New
$22.83 - $23.75 $1.71M - $1.78M
75K $1.73M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
20.3K
New
$69.81 - $78.9 $1.41M - $1.6M
20.3K $1.58M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
75.6K
New
$17.67 - $20.85 $1.34M - $1.58M
75.6K $1.58M
IJS
Ishares S&P Smallcap 600 Value

ETFs
15.9K
New
$96.3 - $112.23 $1.53M - $1.78M
15.9K $1.55M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
32.4K
New
$44.81 - $46.22 $1.45M - $1.5M
32.4K $1.46M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
27.9K
New
$51.52 - $52.37 $1.44M - $1.46M
27.9K $1.46M
BALT
Innovator Etfs Tr
44.7K
New
$31.31 - $31.89 $1.4M - $1.43M
44.7K $1.4M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
71.4K
New
$19.43 - $19.9 $1.39M - $1.42M
71.4K $1.4M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
18.6K
New
$68.32 - $75.06 $1.27M - $1.39M
18.6K $1.39M
IYW
Ishares Dj Us Tech ETF

ETFs
9.82K
New
$140.44 - $166.79 $1.38M - $1.64M
9.82K $1.38M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
17.9K
New
$73.27 - $96.21 $1.31M - $1.72M
17.9K $1.31M
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
35.6K
New
$36.19 - $37.18 $1.29M - $1.32M
35.6K $1.29M
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
28.6K
New
$41.11 - $48.92 $1.18M - $1.4M
28.6K $1.21M
SCHP
Schwab Strategic Us Tips ETF

ETFs
44.8K
New
$25.69 - $26.89 $1.15M - $1.21M
44.8K $1.21M
RVNU
Xtrackers Municipal Infrastruc

ETFs
48.9K
New
$24.5 - $25.39 $1.2M - $1.24M
48.9K $1.2M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
10.1K
New
$88.0 - $115.5 $889K - $1.17M
10.1K $1.15M
IAI
Ishares Tr Us Broker Dealers &

ETFs
8.07K
New
$134.68 - $159.3 $1.09M - $1.29M
8.07K $1.13M
FXI
Ishares Tr

ETFs
29.9K
New
$28.65 - $38.55 $858K - $1.15M
29.9K $1.07M
PKW
Invesco Exchange Traded Fd Tr

ETFs
9.47K
New
$109.15 - $120.99 $1.03M - $1.15M
9.47K $1.07M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
10.5K
New
$99.16 - $99.52 $1.04M - $1.04M
10.5K $1.04M
MPLX
Mplx LP

Energy
18.7K
New
$47.88 - $54.65 $895K - $1.02M
18.7K $1M
DOX
Amdocs LTD

Technology
10.7K
New
$82.21 - $92.02 $883K - $988K
10.7K $982K
BLBD
Blue Bird Corp

Consumer Cyclical
29.5K
New
$32.37 - $42.39 $955K - $1.25M
29.5K $955K
ADSK
Autodesk, Inc.

Technology
3.72K
New
N/A
3.72K $914K
EPOL
Ishares Tr Msci Poland ETF

ETFs
32.1K
New
$20.91 - $29.15 $672K - $936K
32.1K $899K
ASTS
Ast Space Mobile, Inc.

Communication Services
39.6K
New
$17.72 - $33.8 $701K - $1.34M
39.6K $899K
SCHC
Schwab Strategic Tr Intl Small

ETFs
25K
New
$33.57 - $37.22 $841K - $932K
25K $898K
CCJ
Cameco Corp

Energy
21.7K
New
$40.64 - $56.86 $880K - $1.23M
21.7K $891K
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
3.94K
New
$217.62 - $242.36 $857K - $954K
3.94K $889K
VGLT
Vanguard Long Term Treasury Et

ETFs
15.3K
New
$53.99 - $58.43 $827K - $895K
15.3K $882K
NET
Cloudflare, Inc.

Technology
7.79K
New
$110.71 - $176.5 $862K - $1.37M
7.79K $877K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
12.7K
New
$67.24 - $84.27 $854K - $1.07M
12.7K $865K
RWL
Invesco Exchange Traded Fd Tr

ETFs
8.61K
New
$96.9 - $104.39 $834K - $899K
8.61K $855K
HUBS
Hubspot Inc

Technology
1.46K
New
$571.29 - $819.71 $835K - $1.2M
1.46K $835K
RPV
Invesco Exchange Traded Fd Tr

ETFs
8.81K
New
$89.33 - $95.17 $787K - $838K
8.81K $813K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
28.9K
New
$25.81 - $28.52 $746K - $824K
28.9K $796K
LGOV
First Tr ETF Iv Long Duration

ETFs
36.9K
New
$20.41 - $21.7 $753K - $801K
36.9K $793K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
15.4K
New
$51.26 - $52.53 $787K - $807K
15.4K $791K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
16.2K
New
$47.33 - $47.92 $768K - $777K
16.2K $771K
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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