Belpointe Asset Management LLC Portfolio Holdings
Belpointe Asset Management LLC
- $1.49 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 928
- Current Value $1.49 Billion
- Prior Value $1.28 Billion
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 153 stocks
- Additional Purchases 423 stocks
- Sold out of 3 stocks
- Reduced holdings in 280 stocks