Belpointe Asset Management LLC Portfolio Holdings
Belpointe Asset Management LLC
- $1.51 Billion
- Q4 2024
Belpointe Asset Management LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.51 Billion distributed in 849 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $91.1M, Spdr S&P 500 ETF Trust with a value of $56.3M, Invesco Qqq Trust, Series 1 with a value of $52.7M, Nvidia Corp with a value of $50.2M, and Badger Meter Inc with a value of $38M.
Examining the 13F form we can see an increase of $19.4M in the current position value, from $1.49B to 1.51B.
Below you can find more details about Belpointe Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.51 Billion
ETFs: $677 Million
Technology: $287 Million
Financial Services: $108 Million
Consumer Cyclical: $97.4 Million
Healthcare: $71.6 Million
Communication Services: $65 Million
Industrials: $61.1 Million
Consumer Defensive: $40.9 Million
Other: $101 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 849
- Current Value $1.51 Billion
- Prior Value $1.49 Billion
- Filing
- Period Q4 2024
- Filing Date February 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 47 stocks
- Additional Purchases 336 stocks
- Sold out of 0 stocks
- Reduced holdings in 358 stocks