Belpointe Asset Management LLC Incresed Positions in Q4 2024

Belpointe Asset Management LLC

  • $1.51 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TQQQ
Proshares Ultrapro Qqq

ETFs
3.99K
+ 57.34%
$69.42 - $93.29 $277K - $373K
11K $867K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
475
+ 1.86%
$198.04 - $221.51 $94.1K - $105K
26K $5.46M
DIS
Walt Disney CO

Communication Services
240
+ 1.18%
$92.39 - $117.6 $22.2K - $28.2K
20.6K $2.29M
TTD
Trade Desk, Inc.

Technology
1.96K
+ 14.92%
$108.7 - $139.51 $213K - $273K
15.1K $1.77M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
6.56K
+ 26.64%
$74.68 - $81.45 $490K - $535K
31.2K $2.33M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
7.86K
+ 5.23%
$28.48 - $29.56 $224K - $232K
158K $4.63M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
13.8K
+ 41.5%
$22.72 - $23.0 $312K - $316K
46.9K $1.07M
IWF
Ishares Russell 1000 Gr ETF

ETFs
202
+ 2.42%
$370.24 - $418.94 $74.8K - $84.6K
8.56K $3.44M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.94K
+ 58.1%
$138.59 - $156.61 $269K - $304K
5.29K $799K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
12.4K
+ 18.49%
$23.84 - $23.99 $296K - $298K
79.6K $1.9M
MRO
Marathon Oil Corp

Energy
5.99K
+ 10.67%
$25.89 - $29.09 $155K - $174K
62.2K $1.77M
TJX
Tjx Companies Inc

Consumer Cyclical
2.11K
+ 34.28%
$112.15 - $127.2 $237K - $269K
8.28K $1M
GLD
Spdr Gold Trust

ETFs
1.24K
+ 4.94%
$236.59 - $257.5 $293K - $319K
26.3K $6.36M
VTI
Vanguard Total Stock Market Et

ETFs
268
+ 0.94%
$280.04 - $302.45 $75.1K - $81.1K
28.8K $8.34M
VOT
Vanguard Mid Cap Growth Index

ETFs
850
+ 20.11%
$241.48 - $274.89 $205K - $234K
5.08K $1.29M
XLK
Technology Sector Spdr

ETFs
184
+ 0.58%
$220.26 - $241.44 $40.5K - $44.4K
32K $7.45M
CRM
Salesforce, Inc.

Technology
15
+ 0.37%
$270.87 - $367.87 $4.06K - $5.52K
4.04K $1.35M
NTAP
Net App, Inc.

Technology
2.35K
+ 74.76%
$115.31 - $131.11 $271K - $308K
5.49K $637K
PMAR
Innovator U.S. Equity Power Bu

ETFs
5.79K
+ 54.05%
$39.04 - $40.41 $226K - $234K
16.5K $663K
IWC
Russell Micro Cap ETF

ETFs
619
+ 2.71%
$120.3 - $138.84 $74.5K - $85.9K
23.4K $3.06M
MS
Morgan Stanley

Financial Services
783
+ 11.71%
$104.42 - $134.99 $81.8K - $106K
7.47K $939K
TXN
Texas Instruments Inc

Technology
1.17K
+ 7.62%
N/A
16.5K $3.21M
VUG
Vanguard Growth ETF

ETFs
181
+ 3.16%
$378.79 - $428.11 $68.6K - $77.5K
5.91K $2.43M
ZBRA
Zebra Technologies Corp

Technology
494
+ 23.82%
$360.09 - $411.94 $178K - $203K
2.57K $991K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.26K
+ 32.24%
$46.48 - $51.32 $198K - $219K
17.5K $841K
TIP
Ishares Tr Tips Bd ETF

ETFs
3.7K
+ 7.68%
$106.33 - $110.69 $393K - $409K
51.9K $5.53M
TGT
Target Corp

Consumer Defensive
2.12K
+ 53.49%
$121.59 - $160.69 $258K - $341K
6.09K $823K
VOYA
Voya Financial, Inc.

Financial Services
4.2K
+ 49.21%
$65.93 - $83.9 $277K - $353K
12.7K $877K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.03K
+ 46.32%
$50.37 - $50.6 $203K - $204K
12.7K $641K
HSY
Hershey CO

Consumer Defensive
2.22K
+ 26.22%
$168.67 - $193.65 $374K - $429K
10.7K $1.81M
IOO
Ishares Tr Global 100 ETF

ETFs
1.74K
+ 28.5%
$97.46 - $103.45 $170K - $180K
7.86K $791K
XLY
Select Sector Spdr Consumer Di

ETFs
49
+ 0.69%
$194.8 - $239.43 $9.55K - $11.7K
7.14K $1.6M
VGSH
Vanguard

ETFs
3.82K
+ 7.8%
$58.02 - $58.88 $221K - $225K
52.7K $3.07M
MCK
Mckesson Corp

Healthcare
100
+ 6.31%
$482.27 - $628.5 $48.2K - $62.9K
1.69K $960K
EOG
Eog Resources Inc

Energy
1.46K
+ 8.55%
$118.22 - $136.54 $172K - $199K
18.5K $2.27M
KMI
Kinder Morgan, Inc.

Energy
1.03K
+ 3.87%
$22.59 - $28.54 $23.2K - $29.4K
27.6K $756K
AEE
Ameren Corp

Utilities
921
+ 1.79%
$85.81 - $94.98 $79K - $87.5K
52.3K $4.66M
IWP
Ishares Russell Mid Cap Growth

ETFs
910
+ 16.27%
$116.4 - $138.52 $106K - $126K
6.5K $824K
SCHW
Schwab Charles Corp

Financial Services
958
+ 9.22%
$63.31 - $82.85 $60.7K - $79.4K
11.4K $840K
CAT
Caterpillar Inc

Industrials
688
+ 22.98%
$360.37 - $416.88 $248K - $287K
3.68K $1.34M
CVX
Chevron Corp

Energy
1.44K
+ 7.05%
$141.15 - $162.53 $203K - $234K
21.9K $3.17M
XYLD
Global X Fds S&P 500 Covered C

ETFs
2.58K
+ 2.57%
$40.86 - $43.42 $105K - $112K
103K $4.31M
XPO
Xpo Logistics, Inc.

Industrials
700
+ 31.79%
$105.35 - $158.2 $73.7K - $111K
2.9K $380K
WHR
Whirlpool Corp

Consumer Cyclical
473
+ 4.02%
$99.28 - $124.45 $47K - $58.9K
12.2K $1.4M
GWRE
Guidewire Software, Inc.

Technology
1.36K
+ 21.36%
$168.58 - $207.12 $229K - $281K
7.72K $1.3M
UNM
Unum Group

Financial Services
189
+ 2.11%
$58.88 - $77.07 $11.1K - $14.6K
9.15K $668K
UPS
United Parcel Service Inc

Industrials
1.67K
+ 22.2%
$122.65 - $138.35 $205K - $231K
9.21K $1.16M
MMM
3 M CO

Industrials
1.7K
+ 14.7%
$124.74 - $137.12 $212K - $233K
13.3K $1.71M
CHDN
Churchill Downs Inc

Consumer Cyclical
1.01K
+ 28.3%
$129.55 - $147.45 $131K - $149K
4.57K $610K
Activity Summary
Buys All Purchases 383 New Holdings 47 Increased Positions 336 Sells All Sells 358 Reductions 358 Sold out 0 Options Calls 0 Puts 0
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