Belpointe Asset Management LLC Reduced Holdings in Q2 2025

Belpointe Asset Management LLC

  • $2.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KLAC
Kla Corp

Technology
-229
- 11.76%
$576.53 - $902.94 $132K - $207K
1.72K $1.54M
SPYG
Spdr Portfolio

ETFs
-882
- 4.35%
$71.83 - $95.32 $63.4K - $84.1K
19.4K $1.85M
IWM
Ishares Russell 2000 ETF

ETFs
-134
- 0.82%
$174.82 - $215.79 $23.4K - $28.9K
16.1K $3.48M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-3.3K
- 18.46%
$66.89 - $111.18 $221K - $367K
14.6K $1.62M
IGM
Ishares Expanded Tech Sector E

ETFs
-5.1K
- 12.42%
$79.8 - $112.34 $407K - $573K
36K $4.04M
MELI
Mercadolibre Inc

Consumer Cyclical
-29
- 4.6%
$1794.73 - $2613.63 $52K - $75.8K
602 $1.57M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-77
- 0.27%
$57.46 - $75.58 $4.42K - $5.82K
28.1K $2.12M
UBER
Uber Technologies, Inc

Technology
-4.27K
- 11.46%
$64.62 - $93.3 $276K - $398K
33K $3.08M
AFRM
Affirm Holdings, Inc.

Technology
-1
- 0.01%
$35.75 - $69.14 $35.8 - $69.1
17.5K $1.21M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-205
- 2.41%
$320.42 - $424.58 $65.7K - $87K
8.32K $3.51M
EXAS
Exact Sciences Corp

Healthcare
-1.29K
- 2.47%
$40.31 - $58.08 $52K - $75K
50.9K $2.71M
AVAV
Aero Vironment Inc

Industrials
-852
- 20.01%
$111.65 - $284.95 $95.1K - $243K
3.41K $970K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-15K
- 8.5%
$50.08 - $63.14 $752K - $948K
162K $10.2M
FNDX
Schwab Fundamental U S Large C

ETFs
-27.4K
- 2.16%
$20.84 - $24.54 $570K - $671K
1.24M $30.5M
PH
Parker Hannifin Corp

Industrials
-70
- 0.9%
$517.23 - $700.54 $36.2K - $49K
7.71K $5.38M
GOOGL
Alphabet Inc.

Communication Services
-4.59K
- 6.25%
$144.7 - $178.6 $664K - $820K
68.9K $12.1M
EFG
Msci Eafe Growth ETF

ETFs
-743
- 1.03%
$89.8 - $112.0 $66.7K - $83.2K
71.5K $8M
IVW
Ishares S&P 500 Growth ETF

ETFs
-978
- 1.61%
$82.96 - $110.1 $81.1K - $108K
59.7K $6.57M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-9.95K
- 1.22%
$17.76 - $22.1 $177K - $220K
805K $17.8M
KFS
Kingsway Financial Services Inc

Consumer Cyclical
-23.8K
- 5.82%
$7.57 - $14.32 $180K - $341K
385K $5.21M
ORCL
Oracle Corp

Technology
-1.85K
- 5.94%
$122.82 - $218.63 $228K - $405K
29.3K $6.41M
GE
General Electric CO

Industrials
-1.19K
- 2.53%
$166.81 - $257.39 $199K - $307K
46K $11.8M
AVGO
Broadcom Inc.

Technology
-2.56K
- 7.27%
$146.29 - $275.65 $375K - $707K
32.7K $9.01M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5.53K
- 0.4%
$19.6 - $24.44 $108K - $135K
1.38M $33.7M
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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