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
Series Portfolios Tr
1.86K
+ 19.52%
N/A
11.4K $0
PDEC
Innovator U.S. Equity Power Bu
3.08K
+ 36.99%
N/A
11.4K $0
RDFI
Collaborative Invt Ser Tr Rare
3.66K
+ 0.64%
N/A
574K $0
Collaborative Investmnt Ser
10.7K
+ 2.54%
N/A
431K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
1.96K
+ 30.23%
N/A
8.45K $0
Proshares Tr
894
+ 1.35%
N/A
67.2K $0
Brookfield Infrastructure CO
76
+ 1.48%
N/A
5.22K $0
MPC
Marathon Petroleum Corp

Energy
705
+ 16.83%
$131.65 - $174.84 $92.8K - $123K
4.89K $682K
FTGS
First Tr Exchange Traded Fd Gr
201
+ 0.28%
N/A
71.6K $0
Jacobs Solutions Inc
45
+ 1.19%
N/A
3.83K $0
IUSB
Ishares Core Total Usd Bond Ma

ETFs
214
+ 4.44%
$45.07 - $47.1 $9.64K - $10.1K
5.03K $227K
Doubleline ETF Trust
9
+ 0.02%
N/A
38.5K $0
GBIL
Goldman Sachs Access Treasury

ETFs
8
+ 0.33%
$99.85 - $100.22 $799 - $802
2.45K $245K
ATKR
Atkore Inc.

Industrials
36
+ 1.47%
$82.02 - $104.45 $2.95K - $3.76K
2.48K $206K
TFLO
Ishares Treasury Floating Rate

ETFs
4
+ 0.04%
$50.37 - $50.63 $201 - $203
10.2K $512K
CSX
Csx Corp

Industrials
463
+ 6.64%
$31.58 - $36.88 $14.6K - $17.1K
7.44K $239K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
47
+ 1.54%
$77.02 - $78.58 $3.62K - $3.69K
3.1K $239K
FENY
Fidelity Covington Tr Msci Ene

ETFs
366
+ 0.88%
$23.14 - $26.91 $8.47K - $9.85K
42.2K $1.01M
PEG
Public Service Enterprise Group Inc

Utilities
176
+ 5.43%
$81.87 - $94.51 $14.4K - $16.6K
3.42K $288K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
36
+ 1.88%
$104.54 - $137.94 $3.76K - $4.97K
1.95K $236K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
3.25K
+ 10.22%
$9.98 - $11.7 $32.4K - $38K
35.1K $350K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
3
+ 0.01%
$50.0 - $50.27 $150 - $151
48.1K $2.41M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
252
+ 1.55%
$23.29 - $23.93 $5.87K - $6.03K
16.5K $388K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
6
+ 0.13%
$46.92 - $51.34 $282 - $308
4.74K $223K
SPSB
Spdr Portfolio Short Term Corp

ETFs
8
+ 0.08%
$29.77 - $30.19 $238 - $242
10.5K $313K
ICSH
Blackrock Ultra Short Term Bon

ETFs
142
+ 0.28%
$50.35 - $50.69 $7.15K - $7.2K
51.2K $2.58M
FPE
First Tr Pfd Secs & Income ETF

ETFs
28
+ 0.14%
$17.65 - $18.18 $494 - $509
20.1K $355K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
35
+ 0.3%
$21.25 - $22.07 $744 - $772
11.6K $247K
ITA
Ishares Tr

ETFs
257
+ 2.34%
$144.31 - $157.31 $37.1K - $40.4K
11.2K $1.63M
JXN
Jackson Financial Inc.

Financial Services
2
+ 0.08%
$84.91 - $113.74 $170 - $227
2.42K $210K
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
11.7K
+ 23.57%
$1.62 - $2.34 $19K - $27.4K
61.5K $106K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
73
+ 1.11%
$51.33 - $53.74 $3.75K - $3.92K
6.66K $343K
SVOL
Simplify ETF Simplify Volatili

ETFs
66
+ 0.63%
$20.4 - $21.93 $1.35K - $1.45K
10.5K $217K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
28
+ 1.85%
$260.96 - $307.26 $7.31K - $8.6K
1.54K $418K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
472
+ 1.63%
$37.86 - $39.07 $17.9K - $18.4K
29.4K $1.12M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
647
+ 6.11%
$30.42 - $36.45 $19.7K - $23.6K
11.2K $357K
ROP
Roper Technologies Inc

Industrials
10
+ 1.82%
$519.85 - $575.95 $5.2K - $5.76K
560 $291K
DOCN
Digital Ocean Holdings, Inc.

Technology
915
+ 12.71%
$34.07 - $44.0 $31.2K - $40.3K
8.11K $276K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
9
+ 0.14%
$88.59 - $94.57 $797 - $851
6.35K $563K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
96
+ 2.72%
$58.88 - $64.8 $5.65K - $6.22K
3.63K $213K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
137
+ 2.21%
$30.93 - $33.94 $4.24K - $4.65K
6.34K $196K
BND
Vanguard Bd Index Fd Inc Total

ETFs
233
+ 2.37%
$71.75 - $75.11 $16.7K - $17.5K
10.1K $724K
VOD
Vodafone Group Public LTD CO

Communication Services
233
+ 2.01%
$8.37 - $9.95 $1.95K - $2.32K
11.8K $100K
RNR
Renaissancere Holdings LTD

Financial Services
3
+ 0.35%
$241.97 - $287.47 $726 - $862
866 $215K
OHI
Omega Healthcare Investors Inc

Real Estate
240
+ 2.37%
$37.51 - $42.56 $9K - $10.2K
10.4K $391K
XLI
Industrial Sector Spdr

ETFs
206
+ 1.48%
$131.76 - $143.99 $27.1K - $29.7K
14.1K $1.86M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
126
+ 1.22%
$32.75 - $35.81 $4.13K - $4.51K
10.4K $343K
GXO
Gxo Logistics, Inc.

Industrials
470
+ 8.94%
$41.93 - $63.02 $19.7K - $29.6K
5.73K $249K
AMCR
Amcor PLC

Consumer Cyclical
185
+ 1.32%
$9.34 - $11.37 $1.73K - $2.1K
14.2K $133K
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
Track This Portfolio

Track Belpointe Asset Management LLC Portfolio

Follow Belpointe Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Belpointe Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Belpointe Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email