Belpointe Asset Management LLC Incresed Positions in Q4 2025

Belpointe Asset Management LLC

  • $2.9 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
673K
+ 396.39%
$835.79 - $946.29 $563M - $637M
843K $705M
SPY
Spdr S&P 500 ETF Trust

ETFs
74.7K
+ 75.72%
$653.02 - $687.39 $48.8M - $51.3M
173K $115M
QQQ
Invesco Qqq Trust, Series 1

ETFs
18.8K
+ 15.99%
$589.5 - $635.77 $11.1M - $12M
137K $82.5M
XLK
Technology Sector Spdr

ETFs
29.2K
+ 81.51%
$278.39 - $304.13 $8.12M - $8.87M
64.9K $18.7M
LLY
Eli Lilly & CO

Healthcare
4.37K
+ 92.84%
$799.57 - $1025.28 $3.49M - $4.48M
9.08K $9.27M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
114K
+ 45.52%
$42.26 - $44.28 $4.82M - $5.05M
365K $16M
AAPL
Apple Inc.

Technology
4.37K
+ 1.77%
$245.27 - $275.25 $1.07M - $1.2M
252K $67.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
45.3K
+ 24.71%
$83.45 - $84.82 $3.78M - $3.85M
229K $19.1M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
155K
+ 454.88%
$21.9 - $22.08 $3.39M - $3.41M
189K $4.14M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
129K
+ 764.34%
$25.75 - $26.12 $3.33M - $3.38M
146K $3.77M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
127K
+ 269.58%
$22.88 - $22.95 $2.92M - $2.93M
175K $4M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
113K
+ 436.78%
$22.32 - $22.47 $2.53M - $2.55M
139K $3.12M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
109K
+ 421.39%
$22.43 - $22.55 $2.44M - $2.45M
135K $3.02M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
47.9K
+ 165.46%
$50.55 - $50.74 $2.42M - $2.43M
76.9K $3.89M
GOOG
Alphabet Inc.

Communication Services
1.25K
+ 2.66%
$237.49 - $291.74 $297K - $365K
48.4K $13.8M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5.96K
+ 43.03%
$325.34 - $368.61 $1.94M - $2.2M
19.8K $6.84M
AMZN
Amazon Com Inc

Consumer Cyclical
698
+ 0.5%
$213.04 - $254.0 $149K - $177K
141K $33.1M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
44.5K
+ 401.85%
$39.09 - $41.28 $1.74M - $1.84M
55.6K $2.29M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
8.37K
+ 26.5%
$165.48 - $188.67 $1.39M - $1.58M
40K $7.05M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
35K
+ 67.26%
$45.45 - $48.31 $1.59M - $1.69M
87K $4.13M
NEE
Nextera Energy Inc

Utilities
14.5K
+ 35.2%
$78.18 - $86.03 $1.14M - $1.25M
55.8K $4.78M
ISRG
Intuitive Surgical Inc

Healthcare
2.65K
+ 132.78%
$429.59 - $576.2 $1.14M - $1.53M
4.65K $2.54M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
6.24K
+ 28.5%
$242.67 - $261.79 $1.51M - $1.63M
28.1K $7.05M
SCHG
Schwab Strategic Tr Us Large C

ETFs
28.8K
+ 1.58%
$31.41 - $33.69 $904K - $970K
1.85M $59.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
25.3K
+ 103.0%
$59.84 - $60.54 $1.51M - $1.53M
49.8K $2.99M
TSLA
Tesla, Inc.

Consumer Cyclical
7.6K
+ 17.0%
$401.99 - $468.37 $3.06M - $3.56M
52.3K $21.4M
XLE
Energy Sector Spdr

ETFs
15.2K
+ 91.94%
$85.22 - $92.02 $1.3M - $1.4M
31.7K $2.92M
FNDX
Schwab Fundamental U S Large C

ETFs
41K
+ 3.14%
$25.68 - $26.95 $1.05M - $1.1M
1.35M $35.7M
RNR
Renaissancere Holdings LTD

Financial Services
5.27K
+ 595.03%
$231.59 - $269.45 $1.22M - $1.42M
6.15K $1.62M
IVV
Ishares Core S&P 500 ETF

ETFs
1.7K
+ 4.47%
$656.2 - $690.71 $1.12M - $1.17M
39.8K $26.9M
VUG
Vanguard Growth ETF

ETFs
2.24K
+ 3.46%
$470.44 - $504.26 $1.05M - $1.13M
66.8K $32.3M
AMD
Advanced Micro Devices Inc

Technology
147
+ 0.93%
$164.01 - $264.33 $24.1K - $38.9K
16K $3.84M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
11.7K
+ 208.08%
$110.02 - $115.23 $1.29M - $1.35M
17.3K $1.91M
SCHX
Schwab Strategic Tr Us Large C

ETFs
36.9K
+ 2.57%
$25.85 - $27.19 $954K - $1M
1.47M $39.1M
XLU
Utilities Sector Spdr

ETFs
13.9K
+ 115.23%
$87.89 - $92.9 $1.22M - $1.29M
25.9K $2.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
28.5K
+ 3.4%
$23.02 - $24.23 $655K - $690K
865K $20.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.98K
+ 6.19%
$475.68 - $513.11 $941K - $1.02M
33.9K $17.3M
EQT
Eqt Corp

Energy
19.4K
+ 402.61%
$51.8 - $60.84 $1.01M - $1.18M
24.3K $1.45M
XLY
Select Sector Spdr Consumer Di

ETFs
5.29K
+ 81.36%
$228.75 - $242.18 $1.21M - $1.28M
11.8K $2.72M
PVAL
Putnam ETF Tr Putnam Focused L
25.6K
+ 72.54%
$41.58 - $44.36 $1.06M - $1.13M
60.8K $2.66M
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
SPMD
Spdr Portfolio

ETFs
18.8K
+ 203.03%
$55.44 - $58.05 $1.04M - $1.09M
28K $1.57M
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
DRI
Darden Restaurants Inc

Consumer Cyclical
5.78K
+ 193.34%
$171.59 - $193.49 $992K - $1.12M
8.77K $1.52M
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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