Belpointe Asset Management LLC Purchases in Q4 2025

Belpointe Asset Management LLC

  • $2.9 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DOCN
Digital Ocean Holdings, Inc.

Technology
21K
+ 154.96%
$35.87 - $51.67 $753K - $1.08M
34.5K $1.58M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
5.59K
+ 3.34%
$67.07 - $73.01 $375K - $408K
173K $12.4M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
24.4K
+ 194.07%
$44.53 - $47.25 $1.09M - $1.15M
37K $1.69M
RIO
Rio Tinto PLC

Basic Materials
14.9K
+ 371.66%
$65.44 - $72.58 $977K - $1.08M
18.9K $1.34M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
3.88K
New
$256.75 - $275.06 $997K - $1.07M
3.88K $1.05M
SPMD
Spdr Portfolio

ETFs
18.8K
+ 203.03%
$55.44 - $58.05 $1.04M - $1.09M
28K $1.57M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
22.9K
New
$42.88 - $45.39 $984K - $1.04M
22.9K $1.02M
GLD
Spdr Gold Trust

ETFs
460
+ 1.12%
$354.79 - $403.15 $163K - $185K
41.4K $15.6M
IEF
Ishares Barclays

ETFs
10.5K
+ 35.86%
$96.12 - $97.72 $1.01M - $1.02M
39.7K $3.83M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
17K
+ 31.35%
$56.33 - $59.22 $960K - $1.01M
71.4K $4.13M
AVDE
American Centy ETF Tr Avantis

ETFs
12.3K
New
$77.65 - $81.2 $955K - $999K
12.3K $986K
SPTL
Spdr Portfolio Long Term Treas

ETFs
36.8K
New
$26.76 - $27.67 $984K - $1.02M
36.8K $986K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
10.2K
New
$88.26 - $94.73 $901K - $967K
10.2K $962K
NDAQ
Nasdaq, Inc.

Financial Services
11.1K
New
$85.42 - $91.4 $944K - $1.01M
11.1K $962K
DRI
Darden Restaurants Inc

Consumer Cyclical
5.78K
+ 193.34%
$171.59 - $193.49 $992K - $1.12M
8.77K $1.52M
BPOP
Popular, Inc.

Financial Services
8.27K
New
$109.24 - $127.05 $903K - $1.05M
8.27K $954K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
17.6K
New
$52.81 - $55.35 $927K - $972K
17.6K $954K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
11.2K
+ 3.52%
$87.0 - $90.6 $972K - $1.01M
329K $29.2M
BMY
Bristol Myers Squibb CO

Healthcare
16.4K
+ 15.87%
$42.6 - $49.08 $698K - $804K
120K $5.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.76K
+ 8.88%
$114.27 - $121.15 $1.12M - $1.18M
120K $14M
EW
Edwards Lifesciences Corp

Healthcare
10.5K
New
$72.65 - $86.3 $761K - $903K
10.5K $903K
AIQ
Global X Funds Global X Artifi

ETFs
17.3K
+ 36.8%
$48.93 - $53.56 $846K - $926K
64.3K $3.22M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
22.9K
+ 408.0%
$37.61 - $39.41 $860K - $901K
28.5K $1.1M
A
Agilent Technologies, Inc.

Healthcare
6.01K
New
$136.62 - $151.52 $821K - $910K
6.01K $881K
XOM
Exxon Mobil Corp

Energy
4.97K
+ 9.08%
$110.64 - $119.78 $550K - $595K
59.7K $7.02M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
40.6K
+ 104.92%
$21.09 - $21.35 $856K - $866K
79.2K $1.67M
CAH
Cardinal Health Inc

Healthcare
4.13K
New
$153.27 - $206.06 $632K - $850K
4.13K $847K
VALE
Vale S.A.

Basic Materials
69.5K
New
$10.75 - $12.48 $747K - $868K
69.5K $845K
WFRD
Weatherford International PLC

Energy
11.5K
New
$61.45 - $76.22 $706K - $875K
11.5K $829K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
20.7K
+ 134.41%
$39.17 - $40.87 $812K - $848K
36.2K $1.44M
OTTR
Otter Tail Corp

Utilities
9.75K
New
$75.05 - $85.93 $732K - $838K
9.75K $808K
AME
Ametek Inc

Industrials
4.15K
New
$179.28 - $202.11 $744K - $839K
4.15K $802K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
6.1K
+ 41.22%
$132.67 - $138.39 $809K - $844K
20.9K $2.8M
CLX
Clorox CO

Consumer Defensive
8.23K
+ 270.3%
$103.68 - $123.19 $853K - $1.01M
11.3K $1.17M
LUMN
Lumen Technologies, Inc.

Communication Services
99K
New
$6.07 - $11.83 $601K - $1.17M
99K $790K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
39.8K
+ 314.89%
$19.7 - $19.78 $784K - $787K
52.4K $1.04M
VPN
Global X Fds Data Ctr Reits &

ETFs
48.7K
New
N/A
48.7K $775K
LVS
Las Vegas Sands Corp

Consumer Cyclical
10.9K
+ 242.09%
$46.47 - $66.99 $508K - $732K
15.4K $1.01M
FCX
Freeport Mcmoran Inc

Basic Materials
18.7K
+ 124.26%
$38.65 - $43.31 $723K - $810K
33.8K $1.36M
BITW
Bitwise 10 Crypto Index Fund
12.1K
New
$62.81 - $86.28 $760K - $1.04M
12.1K $759K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
5.61K
+ 80.15%
$101.39 - $114.39 $568K - $641K
12.6K $1.44M
XSMO
Invesco S&P Smallcap Momentum

ETFs
9.99K
New
$70.77 - $74.04 $707K - $739K
9.99K $708K
SBUX
Starbucks Corp

Consumer Cyclical
7.98K
+ 104.02%
$78.46 - $87.26 $626K - $696K
15.7K $1.33M
TQQQ
Proshares Ultrapro Qqq

ETFs
6.36K
+ 102.09%
$97.07 - $120.61 $617K - $767K
12.6K $1.32M
CHK
Chesapeake Energy Corp

Energy
7.82K
New
N/A
7.82K $670K
UPS
United Parcel Service Inc

Industrials
7K
New
$82.87 - $97.4 $580K - $682K
7K $659K
BAC
Bank Of America Corp

Financial Services
12.8K
+ 22.23%
$48.65 - $54.11 $623K - $692K
70.4K $3.62M
SGOL
Abrdn Gold ETF Trust

ETFs
14.3K
+ 43.74%
$36.75 - $41.74 $526K - $598K
47.1K $1.83M
BBY
Best Buy CO Inc

Consumer Cyclical
8.26K
New
$70.43 - $84.0 $581K - $693K
8.26K $625K
Activity Summary
Buys All Purchases 593 New Holdings 146 Increased Positions 447 Sells All Sells 370 Reductions 370 Sold out 0 Options Calls 0 Puts 0
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