Belpointe Asset Management LLC Sells in Q2 2025

Belpointe Asset Management LLC

  • $2.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Ea Series Trust
-3.01K
- 1.1%
N/A
270K $0
STRV
Ea Ser Tr Strive 500 ETF
-1.93K
- 5.87%
N/A
30.9K $0
Ea Series Trust
-2.05K
- 14.53%
N/A
12.1K $0
TUA
Simpl Exch Traded Fds Sht Term
-80.7K
- 61.12%
N/A
51.3K $0
GHTA
Collaborative Invt Ser Tr Goos
-22.8K
- 5.39%
N/A
400K $0
RSEE
Collaborative Invt Ser Tr Rare
-92K
- 9.09%
N/A
920K $0
Collaborative Investmnt Ser
-11.1K
- 5.39%
N/A
194K $0
Strategic Trust
-1.6K
- 3.04%
N/A
51K $0
Collaborative Investmnt Ser
-39.5K
- 11.97%
N/A
290K $0
Collaborative Investmnt Ser
-4.98K
- 18.92%
N/A
21.4K $0
Arista Networks Inc
-15.2K
- 68.26%
N/A
7.06K $0
Annaly Capital Management In
-1.14K
- 2.18%
N/A
51.1K $0
Vanguard Instl Index Fd
-54.1K
- 82.89%
N/A
11.2K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
-204
- 1.58%
N/A
12.7K $0
Lam Research Corp
-1.55K
- 8.0%
N/A
17.8K $0
Morgan Stanley ETF Trust
-83
- 2.04%
N/A
3.99K $0
NFTY
First Tr Alphadex Fd Ii India
-735
- 9.83%
N/A
6.75K $0
VUSB
Vanguard Bd Index Fds
-6.46K
- 19.41%
N/A
26.8K $0
Linde PLC Ordinary Shares
-141
- 6.35%
N/A
2.08K $0
Listed Fds Tr
-19.6K
- 36.69%
N/A
33.8K $0
HUSV
First Tr ETF Iii Horizon Manag
-314
- 1.13%
N/A
27.4K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-1.9K
- 9.86%
N/A
17.4K $0
YEAR
Ab Active Etfs Inc Ultra Short
-973
- 16.03%
N/A
5.1K $0
Kenvue Inc
-34.5K
- 46.78%
N/A
39.2K $0
UYLD
Angel Oak Fds Tr Ultrashort In
-814
- 14.24%
N/A
4.9K $0
GLW
Corning Inc

Technology
-953
- 12.7%
$39.07 - $52.59 $37.2K - $50.1K
6.55K $344K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-1.46K
- 6.38%
$27.3 - $31.8 $39.8K - $46.4K
21.4K $680K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-255
- 1.26%
$10.59 - $11.48 $2.7K - $2.93K
19.9K $228K
KSS
Kohls Corp

Consumer Cyclical
-1
- 0.01%
$6.13 - $9.4 $6.13 - $9.4
11K $93K
SPGI
S&P Global Inc.

Financial Services
-140
- 3.41%
$438.31 - $527.29 $61.4K - $73.8K
3.97K $2.09M
ES
Eversource Energy

Utilities
-84
- 1.2%
$54.25 - $65.89 $4.56K - $5.53K
6.91K $439K
NRG
Nrg Energy, Inc.

Utilities
-2.52K
- 39.92%
$83.61 - $162.67 $211K - $410K
3.79K $608K
ECL
Ecolab Inc.

Basic Materials
-138
- 4.97%
$225.65 - $270.95 $31.1K - $37.4K
2.64K $711K
APAM
Artisan Partners Asset Management Inc.

Financial Services
-586
- 8.96%
$33.85 - $44.55 $19.8K - $26.1K
5.96K $263K
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
-200
- 2.9%
$32.67 - $39.83 $6.53K - $7.97K
6.7K $266K
EQT
Eqt Corp

Energy
-286
- 5.45%
$46.11 - $60.44 $13.2K - $17.3K
4.96K $289K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-415
- 3.83%
$32.0 - $39.87 $13.3K - $16.5K
10.4K $415K
AMP
Ameriprise Financial Inc

Financial Services
-128
- 8.06%
$422.19 - $533.73 $54K - $68.3K
1.46K $779K
BLDG
Cambria ETF Tr Global Real Est

ETFs
-439
- 1.79%
$21.48 - $25.37 $9.43K - $11.1K
24.1K $599K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-2.88K
- 37.75%
$25.35 - $64.65 $73K - $186K
4.75K $236K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-745
- 4.55%
$20.42 - $25.3 $15.2K - $18.8K
15.6K $395K
IAU
Ishares Gold Trust

ETFs
-230
- 2.97%
$56.1 - $64.74 $12.9K - $14.9K
7.52K $469K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-1.69K
- 4.85%
$33.46 - $38.01 $56.5K - $64.2K
33.1K $1.26M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-198
- 2.7%
$29.12 - $35.84 $5.77K - $7.1K
7.13K $255K
VOD
Vodafone Group Public LTD CO

Communication Services
-53
- 0.45%
$8.19 - $10.66 $434 - $565
11.6K $123K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-164
- 0.59%
$36.2 - $38.97 $5.94K - $6.39K
27.6K $1.07M
KR
Kroger CO

Consumer Defensive
-223
- 2.92%
$64.62 - $74.0 $14.4K - $16.5K
7.42K $532K
UTG
Reaves Utility Income Fund

Financial Services
-1.05K
- 7.0%
$29.08 - $36.18 $30.7K - $38.1K
14K $506K
SYK
Stryker Corp

Healthcare
-58
- 3.42%
$337.37 - $395.63 $19.6K - $22.9K
1.64K $647K
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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