Belpointe Asset Management LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.49 Billion distributed in 928 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $79.7M, Spdr S&P 500 ETF Trust with a value of $67.1M, Invesco Qqq Trust, Series 1 with a value of $53.7M, Nvidia Corp with a value of $43.8M, and Badger Meter Inc with a value of $39.1M.
Examining the 13F form we can see an increase of $213M in the current position value, from $1.28B to 1.49B.
Also it can be appreciated an additional of 153 stocks purchases and 3 closed positions.
Below you can find more details about Belpointe Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.49 Billion
ETFs: $693 Million
Technology: $268 Million
Financial Services: $103 Million
Consumer Cyclical: $86 Million
Healthcare: $75.3 Million
Industrials: $62.3 Million
Communication Services: $59.1 Million
Consumer Defensive: $38.1 Million
Other: $106 Million
Stock Holdings Table Market Cap. of $200 Billions or more