Fund HoldingsBelpointe Asset Management LLC

Total Portfolio Value
$965.63M
Total Bought
$172.33M
Total Sold
$145.00M
Net Transaction
+$27.33M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)060,321+60,321019,0471.97%+19,047
SPDR S&P 500 ETF TR(SPY)119,520137,927+18,40752,98158,9626.11%+5,980
INNOVATOR ETFS TR
US EQTY PWR BF
0150,897+150,89704,6850.49%+4,685
SELECT SECTOR SPDR TR
ST STR ENERG ETF
31,85779,168+47,3112,5867,1560.74%+4,570
SELECT SECTOR SPDR TR
ST STR SVC ETF
075,446+75,44604,9470.51%+4,947
ISHARES TR10,47218,954+8,4824,6688,1400.84%+3,472
VISA INC(V)011,768+11,76802,7070.28%+2,707
SNAP INC(SNAP)0289,797+289,79702,5820.27%+2,582
KINGSWAY FINL SVCS INC0421,878+421,87803,1850.33%+3,185
VANGUARD INDEX FDS41,02747,855+6,82816,71018,7931.95%+2,083
GREEN BRICK PARTNERS INC(GRBK)053,474+53,47402,2200.23%+2,220
DIAMONDBACK ENERGY INC(FANG)013,446+13,44602,0830.22%+2,083
APPLE INC(AAPL)270,948317,071+46,12352,55654,2865.62%+1,730
SELECT SECTOR SPDR TR
ST STR INDL ETF
033,918+33,91803,4390.36%+3,439
ISHARES TR
US TREAS BD ETF
088,036+88,03601,9400.20%+1,940
BRITISH AMERN TOB PLC(BTI)047,349+47,34901,4870.15%+1,487
ARES CAPITAL CORP(ARCC)091,365+91,36501,7790.18%+1,779
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
068,900+68,90001,4810.15%+1,481
SPDR SER TR
SP O&G EQP SERV
015,158+15,15801,4520.15%+1,452
CREDIT SUISSE AG NASSAU BRH(AMUB)010,636+10,63601,4250.15%+1,425
ISHARES TR073,116+73,11601,8690.19%+1,869
ISHARES TR019,183+19,18301,3860.14%+1,386
ISHARES TR25,83235,708+9,8764,1645,4930.57%+1,329
FRANKLIN TEMPLETON ETF TR
FTSE EUROPE
051,011+51,01101,2990.13%+1,299
BERKSHIRE HATHAWAY INC DEL51,29753,562+2,26517,49218,7631.94%+1,271
SPDR SER TR
ST STR SP HOME
016,354+16,35401,2520.13%+1,252
INVESCO ACTIVELY MANAGED ETF
VAR RATE INVT
061,663+61,66301,5380.16%+1,538
TAIWAN SEMICONDUCTOR MFG LTD(TSM)014,185+14,18501,2330.13%+1,233
ALPHABET INC(GOOG)41,34646,808+5,4624,9496,1250.63%+1,176
ALPS ETF TR
ALERIAN MLP
027,459+27,45901,1590.12%+1,159
EA SERIES TRUST
US QUAN VALUE
030,889+30,88901,1460.12%+1,146
ISHARES TR
0-5 YR TIPS ETF
021,530+21,53002,0870.22%+2,087
ISHARES TR013,886+13,88601,4240.15%+1,424
ALPHABET INC(GOOG)36,85341,606+4,7534,4585,4860.57%+1,028
ISHARES INC
MSCI JAPAN ETF
016,597+16,59701,0010.10%+1,001
SPDR SER TR
ST BLOO HIGH ETF
011,024+11,02409970.10%+997
ENTERPRISE PRODS PARTNERS L(EPD)079,289+79,28902,1700.22%+2,170
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
062,907+62,90709400.10%+940
APOLLO GLOBAL MGMT INC(APO)010,375+10,37509310.10%+931
CHEVRON CORP NEW(CVX)20,84624,923+4,0773,2804,2030.44%+922
COLLABORATIVE INVESTMNT SER
RARE TAX ADV ETF
0114,133+114,13302,0710.21%+2,071
SPDR SER TR
SST SPDR BLOOMBE
033,324+33,32409040.09%+904
TESLA INC(TSLA)32,89437,955+5,0618,6119,4970.98%+886
COLUMBIA ETF TR II
EM CORE EX ETF
031,947+31,94708760.09%+876
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
032,810+32,81008680.09%+868
MARRIOTT INTL INC NEW(MAR)04,200+4,20008260.09%+826
FIRST TR NAS100 EQ WEIGHTED07,930+7,93008250.09%+825
J P MORGAN EXCHANGE TRADED F
SUST MUNI IN ETF
017,081+17,08108220.09%+822
EXXON MOBIL CORP54,05356,256+2,2035,7976,6150.69%+817
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
010,568+10,56807940.08%+794
AMGEN INC(AMGN)09,180+9,18002,4670.26%+2,467
MAIN STR CAP CORP(MAIN)026,117+26,11701,0610.11%+1,061
META PLATFORMS INC(META)19,68421,378+1,6945,6496,4180.66%+769
CREDIT SUISSE NASSAU BRANCH(AMUB)08,847+8,84707450.08%+745
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
031,875+31,87507310.08%+731
UNITEDHEALTH GROUP INC(UNH)6,5317,623+1,0923,1393,8440.40%+705
SPDR SER TR
ST SHOR CORP ETF
060,348+60,34801,7690.18%+1,769
CENCORA INC03,841+3,84106910.07%+691
MARSH & MCLENNAN COS INC(MRSH)09,482+9,48201,8050.19%+1,805
GE HEALTHCARE TECHNOLOGIES I(GEHC)014,663+14,66309980.10%+998
M/I HOMES INC(MHO)08,066+8,06606780.07%+678
PROSHARES TR062,014+62,01406750.07%+675
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
024,940+24,94006260.06%+626
UBER TECHNOLOGIES INC(UBER)033,637+33,63701,5470.16%+1,547
ABBVIE INC(ABBV)33,17634,147+9714,4705,0900.53%+620
PRINCIPAL EXCHANGE TRADED FD
PRIN U S SMALL
014,377+14,37705880.06%+588
ISHARES TR021,865+21,86502,0560.21%+2,056
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
016,527+16,52701,2560.13%+1,256
DIREXION SHS ETF TR771,318789,169+17,85112,67113,2211.37%+550
PIONEER NAT RES CO06,453+6,45301,4810.15%+1,481
SIMPLIFY EXCHANGE TRADED FUN
SHORT TERM TREA
024,760+24,76005410.06%+541
KENVUE INC(KVUE)026,892+26,89205400.06%+540
LYONDELLBASELL INDUSTRIES N
SHS - A -
05,649+5,64905350.06%+535
VANECK ETF TRUST
OIL SERVICES ETF
01,541+1,54105320.06%+532
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
019,908+19,90805270.05%+527
DELL TECHNOLOGIES INC(DELL)07,601+7,60105240.05%+524
NUVEEN NEW YORK AMT QLT MUNI(NRK)055,070+55,07005200.05%+520
TJX COS INC NEW(TJX)05,844+5,84405190.05%+519
ISHARES TR
MSCI INDIA SM CP
08,223+8,22305190.05%+519
BP PLC(BP)013,242+13,24205130.05%+513
MODERNA INC(MRNA)07,580+7,58007830.08%+783
VALERO ENERGY CORP(VLO)09,692+9,69201,3730.14%+1,373
MEDTRONIC PLC(MDT)024,170+24,17001,8940.20%+1,894
EXCHANGE TRADED CONCEPTS TR013,841+13,84104710.05%+471
GLOBAL X FDS
GLOBAL X URANIUM
027,932+27,93207550.08%+755
ROSS STORES INC(ROST)04,092+4,09204620.05%+462
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
05,056+5,05604610.05%+461
PACER FDS TR
US SM CAP CA ETF
039,262+39,26201,6370.17%+1,637
VANGUARD WORLD FDS
HEALTH CAR ETF
03,535+3,53508310.09%+831
CATERPILLAR INC(CAT)03,109+3,10908490.09%+849
ARK ETF TR
SPACE & DEFENSE
033,040+33,04004550.05%+455
MORGAN STANLEY(MS)016,507+16,50701,3480.14%+1,348
US BANCORP DEL(USB)037,136+37,13601,2280.13%+1,228
COSTCO WHSL CORP NEW(COST)4,5445,122+5782,4472,8940.30%+448
SPDR SER TR
ST STR BLO 1 ETF
93,46798,336+4,8698,5829,0290.94%+447
CENTURY CMNTYS INC(CCS)06,498+6,49804340.04%+434
PROSHARES TR
PSHS ULT S&P 500
08,091+8,09104320.04%+432
LENNAR CORP(LEN)06,559+6,55907360.08%+736
HAVERTY FURNITURE COS INC014,449+14,44904160.04%+416
INVESTMENT MANAGERS SER TR I010,343+10,34304110.04%+411
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