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
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
70
+ 1.31%
$57.96 - $64.2 $4.06K - $4.49K
5.43K $315K
VALE
Vale S.A.

Basic Materials
250
+ 2.23%
$8.74 - $11.78 $2.19K - $2.95K
11.4K $101K
FDL
First Tr Morningstar Dividend

ETFs
14
+ 0.08%
$39.59 - $43.95 $554 - $615
17.6K $709K
URA
Global X Uranium ETF

ETFs
166
+ 0.89%
$26.78 - $33.46 $4.45K - $5.55K
18.8K $502K
CGDV
Capital Group Divid Value ETF

ETFs
109
+ 0.37%
$35.16 - $37.12 $3.83K - $4.05K
29.5K $1.04M
IEFA
Ishares Tr

ETFs
66
+ 1.36%
$70.06 - $77.43 $4.62K - $5.11K
4.92K $345K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
587
+ 2.92%
$38.37 - $42.82 $22.5K - $25.1K
20.7K $794K
PSTL
Postal Realty Trust, Inc.

Real Estate
502
+ 1.79%
$12.83 - $14.74 $6.44K - $7.4K
28.6K $373K
VNQ
Vanguard Specialized Funds Van

ETFs
63
+ 1.1%
$87.85 - $98.6 $5.53K - $6.21K
5.82K $518K
MPW
Medical Properties Trust Inc

Real Estate
15
+ 0.06%
$3.72 - $5.77 $55.8 - $86.6
23.8K $93K
BEPC
Brookfield Renewable Corp

Utilities
84
+ 0.84%
$27.66 - $34.84 $2.32K - $2.93K
10.1K $279K
ECL
Ecolab Inc.

Basic Materials
43
+ 1.46%
$234.32 - $261.43 $10.1K - $11.2K
2.98K $698K
BEP
Brookfield Renewable Partners L.P.

Utilities
199
+ 1.85%
$22.59 - $28.9 $4.5K - $5.75K
10.9K $249K
RTX
Raytheon Technologies Corp

Industrials
783
+ 2.86%
$114.45 - $127.21 $89.6K - $99.6K
28.1K $3.26M
SNPS
Synopsys Inc

Technology
57
+ 1.34%
$485.36 - $588.0 $27.7K - $33.5K
4.32K $2.1M
SBUX
Starbucks Corp

Consumer Cyclical
207
+ 1.46%
$87.44 - $102.5 $18.1K - $21.2K
14.4K $1.31M
AMGN
Amgen Inc

Healthcare
1.64K
+ 20.17%
$258.78 - $328.31 $424K - $538K
9.76K $2.54M
MDT
Medtronic PLC

Healthcare
60
+ 0.75%
$79.61 - $92.24 $4.78K - $5.53K
8.1K $647K
NEM
Newmont Corp

Basic Materials
1.55K
+ 18.88%
$37.0 - $58.68 $57.3K - $90.8K
9.75K $362K
SO
Southern CO

Utilities
222
+ 1.8%
$81.5 - $94.15 $18.1K - $20.9K
12.6K $1.03M
JCPB
J P Morgan Exchange Traded Fd

ETFs
117
+ 0.3%
$46.07 - $48.17 $5.39K - $5.64K
39.4K $1.81M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
92
+ 0.89%
$89.81 - $104.0 $8.26K - $9.57K
10.4K $935K
DD
Du Pont De Nemours, Inc.

Basic Materials
312
+ 3.77%
$75.95 - $88.05 $23.7K - $27.5K
8.6K $655K
VEA
Vanguard Ftse Developed Market

ETFs
704
+ 2.96%
$47.57 - $52.44 $33.5K - $36.9K
24.5K $1.17M
IRM
Iron Mountain Inc

Real Estate
112
+ 1.57%
$101.62 - $128.14 $11.4K - $14.4K
7.25K $762K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
170
+ 1.26%
$70.63 - $78.23 $12K - $13.3K
13.6K $969K
FXE
Invesco Currency Shares Euro Trust

ETFs
11
+ 0.09%
$95.66 - $102.06 $1.05K - $1.12K
12.2K $1.16M
KBH
Kb Home

Consumer Cyclical
119
+ 2.4%
$65.58 - $85.3 $7.8K - $10.2K
5.08K $333K
MAS
Masco Corp

Industrials
299
+ 3.0%
$72.52 - $85.73 $21.7K - $25.6K
10.3K $743K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
19
+ 0.11%
$55.45 - $61.08 $1.05K - $1.16K
16.7K $925K
DOW
Dow Inc.

Basic Materials
337
+ 4.48%
$39.1 - $55.34 $13.2K - $18.6K
7.87K $315K
PHM
Pultegroup Inc

Consumer Cyclical
123
+ 3.9%
$108.86 - $149.04 $13.4K - $18.3K
3.28K $356K
IBB
Ishares Biotechnology ETF

ETFs
21
+ 0.28%
$131.21 - $148.85 $2.76K - $3.13K
7.57K $1M
ICE
Intercontinental Exchange, Inc.

Financial Services
21
+ 0.23%
$148.29 - $166.93 $3.11K - $3.51K
9.13K $1.36M
UBER
Uber Technologies, Inc

Technology
16
+ 0.22%
$59.93 - $86.34 $959 - $1.38K
7.22K $435K
MDLZ
Mondelez International, Inc.

Consumer Defensive
132
+ 1.59%
$59.25 - $72.99 $7.82K - $9.63K
8.44K $504K
VZ
Verizon Communications Inc

Communication Services
10.3K
+ 9.68%
$39.6 - $45.21 $407K - $465K
116K $4.66M
EFX
Equifax Inc

Industrials
124
+ 3.23%
$245.03 - $293.5 $30.4K - $36.4K
3.96K $1.01M
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
606
+ 1.09%
$36.95 - $39.5 $22.4K - $23.9K
56.2K $2.08M
SLB
Schlumberger Limited

Energy
527
+ 1.38%
$36.83 - $45.59 $19.4K - $24K
38.6K $1.48M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.43K
+ 1.39%
$57.53 - $60.83 $82.3K - $87K
104K $6M
CEG
Constellation Energy Corp

Utilities
272
+ 5.16%
$224.28 - $285.52 $61K - $77.7K
5.54K $1.25M
ASML
Asml Holding Nv

Technology
46
+ 4.11%
$658.43 - $872.27 $30.3K - $40.1K
1.16K $806K
AMAT
Applied Materials Inc

Technology
62
+ 1.69%
$161.44 - $213.89 $10K - $13.3K
3.73K $607K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
96
+ 0.63%
$131.66 - $144.0 $12.6K - $13.8K
15.3K $2.02M
INTC
Intel Corp

Technology
120
+ 0.27%
$19.07 - $26.23 $2.29K - $3.15K
44.6K $893K
CNC
Centene Corp

Healthcare
950
+ 6.75%
$56.71 - $73.94 $53.9K - $70.2K
15K $910K
PLD
Prologis, Inc.

Real Estate
70
+ 0.91%
$101.4 - $126.96 $7.1K - $8.89K
7.75K $819K
STZ
Constellation Brands, Inc.

Consumer Defensive
1K
+ 9.8%
$219.66 - $257.62 $220K - $258K
11.2K $2.48M
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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