Fund Holdings — Belpointe Asset Management LLC

Total Portfolio Value
$1.66B
Total Bought
$120.38M
Total Sold
$99.41M
Net Transaction
+$20.97M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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ISHARES TR2,579602,723+600,1441,26713,6740.82%+12,408
SPDR SER TR
ST STR P500ETF
106,654282,778+176,1247,20018,7431.13%+11,542
SELECT SECTOR SPDR TRUST THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
ST STR SVC ETF
10,54288,287+77,7459537,7130.46%+6,760
ISHARES TR4,14647,275+43,1294965,6120.34%+5,117
SPDR SER TR
ST STR SP BANK
5,49381,237+75,7442914,3750.26%+4,085
Apple Inc Com(AAPL)342,195363,826+21,63179,73283,4205.02%+3,689
SPDR SER TR
ST STR SP HOME
1,68427,301+25,6172103,2050.19%+2,995
SPDR SERIES TRUST SPDR BLOOMBERG 1 3 MONTH T BILL ETF
ST STR BLO 1 ETF
177,233203,142+25,90916,27218,6521.12%+2,380
SELECT SECTOR SPDR TRUST THE FINANCIAL SELECT SECTOR SPDR FUND
ST STR FINL ETF
65,283110,388+45,1052,9595,0550.30%+2,097
LISTED FD TR
ROUN MA SEVE ETF
24,64070,829+46,1891,1753,1620.19%+1,987
JPMorgan Active Growth ETF
ACTIVE GROWTH
023,764+23,76401,9260.12%+1,926
ISHARES RUSSELL 2000 ETF29,22736,811+7,5846,4568,1020.49%+1,646
COSTCO WHSL CORP NEW(COST)7,1728,842+1,6706,3597,8910.48%+1,532
LOWES COS INC(LOW)3,6238,483+4,8609812,1080.13%+1,127
NEUROCRINE BIOSCIENCES INC(NBIX)08,852+8,85201,1250.07%+1,125
Pacer US Lrg Cap Cash Cows Growth Leaders ETF
US LRG CP CASH
034,524+34,52401,1060.07%+1,106
SCHWAB CHARLES FAMILY FD01,037,885+1,037,88501,0380.06%+1,038
Fidelity Enhanced Mid Cap ETF
ENH MID COR ETF
030,384+30,38409980.06%+998
TEUCRIUM COMMODITY TR(BTCK)0200,103+200,10309950.06%+995
SCHWAB STRATEGIC TR16,38636,764+20,3788031,7930.11%+991
MASTERCARD INCORPORATED(MA)7,1109,248+2,1383,5114,4700.27%+959
OKTA INC(OKTA)011,621+11,62109150.06%+915
Schwab US Dividend Equity ETF69,427149,115+79,6885,8696,7840.41%+915
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
12,36979,809+67,4401661,0650.06%+899
Tesla Inc Com(TSLA)37,44446,813+9,3699,79610,6820.64%+885
GENERAC HLDGS INC(GNRC)05,503+5,50308610.05%+861
Nvidia Corporation Com(NVDA)360,674373,638+12,96443,80044,6562.69%+855
LPL FINL HLDGS INC(LPLA)03,691+3,69108280.05%+828
IDEXX LABS INC(IDXX)01,700+1,70008180.05%+818
PROCTER & GAMBLE CO(PG)20,18825,093+4,9053,4974,3050.26%+808
T MOBILE US INC(TMUS)7,71312,055+4,3421,5922,3960.14%+804
VEEVA SYS INC(VEEV)3,6077,212+3,6057571,5610.09%+804
COUPANG INC CLASS A COMMON STOCK(CPNG)8333,095+33,01227330.04%+731
SEA LTD(SE)4,89214,921+10,0294611,1680.07%+707
TAIWAN SEMICONDUCTOR MFG CO LTD-SPONSORED ADR REPSTG 5 COM(TSM)10,07614,292+4,2161,7502,4550.15%+705
BERKSHIRE HATHAWAY INC DELCL B NEWCOMMON STOCK47,53347,356-17721,87822,5381.36%+660
AMGEN INC(AMGN)8,1229,760+1,6382,6173,2580.20%+641
ATLASSIAN CORPORATION03,838+3,83806360.04%+636
BOEING CO(BA)10,19112,551+2,3601,5492,1810.13%+631
ANTHEM INC COM(ELV)3,3474,208+8611,7402,3440.14%+603
APPFOLIO INC(APPF)02,574+2,57405970.04%+597
GENERAL MLS INC(GIS)8,38616,651+8,2656191,2040.07%+584
J P MORGAN EXCHANGE TRADED F
INCOME ETF
012,543+12,54305780.03%+578
SYSCO CORP(SYY)4,40311,733+7,3303449150.06%+571
HEICO CORP NEW(HEI)2,1364,215+2,0795591,0810.07%+523
CADENCE DESIGN SYSTEM INC(CDNS)1,4043,270+1,8663818790.05%+499
ISHARES TR
0-5 YR TIPS ETF
23,12028,304+5,1842,3432,8410.17%+498
CARLYLE GROUP INC(CG)012,230+12,23004910.03%+491
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
24,64131,205+6,5642,0022,4770.15%+475
SCHWAB STRATEGIC TR05,696+5,69604650.03%+465
JD.COM INC(JD)017,193+17,19304640.03%+464
DBX ETF TR6,50317,267+10,7642737270.04%+454
ALBEMARLE CORP(ALB)05,012+5,01204520.03%+452
BLACKROCK ETF TRUST
ISHARES US EQUIT
9,74819,111+9,3634829300.06%+448
GOLDMAN SACHS PHYSICAL GOLD(AAAU)018,059+18,05904470.03%+447
HERSHEY CO(HSY)8,44810,663+2,2151,6202,0590.12%+439
MARSH & MCLENNAN COS INC(MRSH)8,62510,374+1,7491,9242,3600.14%+436
ALIBABA GROUP HLDG LTD(BABA)9,69317,430+7,7371,0291,4530.09%+424
WEC ENERGY GROUP INC(WEC)31,42537,028+5,6033,0223,4450.21%+422
ELI LILLY & CO(LLY)4,9765,023+474,4094,8210.29%+413
REGENERON PHARMACEUTICALS(REGN)1,8431,970+1271,9382,3350.14%+397
WABTEC(WAB)02,325+2,32503940.02%+394
UNIVERSAL HLTH SVCS INC(UHS)01,555+1,55503700.02%+370
TEXAS INSTRS INC(TXN)15,34716,516+1,1693,1703,5400.21%+370
BLACKSTONE INC(BX)15,06518,779+3,7142,3072,6730.16%+366
PALO ALTO NETWORKS INC(PANW)2,9863,785+7991,0211,3730.08%+352
GILEAD SCIENCES INC(GILD)4,0948,527+4,4333436740.04%+330
ISHARES TR48,16251,859+3,6975,3205,6460.34%+325
NEXTERA ENERGY INC(NEE)52,49259,151+6,6594,4374,7620.29%+325
GENERAL MTRS CO(GM)32,14635,428+3,2821,4411,7640.11%+322
TARGET CORP(TGT)3,9696,092+2,1236199360.06%+317
CARDINAL HEALTH INC(CAH)02,779+2,77903130.02%+313
MATCH GROUP INC NEW(MTCH)08,312+8,31203090.02%+309
EXXON MOBIL CORP58,47660,681+2,2056,8557,1570.43%+302
BONDBLOXX ETF TRUST
BLOOMBERG TEN YR
06,275+6,27503000.02%+300
MOODYS CORP(MCO)0608+60802970.02%+297
NORTHROP GRUMMAN CORP(NOC)5,7006,318+6183,0103,3060.20%+296
ROSS STORES INC(ROST)3,3445,287+1,9435037960.05%+293
BANK AMERICA CORP41,23647,324+6,0881,6361,9280.12%+292
EOG RES INC(EOG)17,02518,480+1,4552,0932,3810.14%+288
MARATHON OIL CORP56,16562,158+5,9931,4961,7810.11%+285
ALPHABET INC(GOOG)62,66665,357+2,69110,39310,6780.64%+285
ISHARES TR07,467+7,46702850.02%+285
NASDAQ INC(NDAQ)15,59219,703+4,1111,1381,4200.09%+282
NETAPP INC(NTAP)3,1425,491+2,3493886630.04%+275
SIMPLIFY EXCHANGE TRADED FUN
SIMPLIFY INTERST
06,470+6,47002740.02%+274
QUALCOMM INC(QCOM)21,62822,533+9053,6783,9500.24%+272
BURLINGTON STORES INC(BURL)0997+99702670.02%+267
FLEX LTD(FLEX)08,079+8,07902620.02%+262
BLOCK INC(XYZ)9,38013,440+4,0606308880.05%+258
ISHARES TR
IBONDS 27 ETF
010,342+10,34202500.02%+250
PROSHARES TR
ULTRAPRO QQQ
6,96610,960+3,9945057520.05%+247
VANGUARD BD INDEX FDS VANGUARD ULTRA SHORT BOND ETF
VANGUARD ULTRA
25,56130,559+4,9981,2771,5230.09%+246
TJX COS INC NEW(TJX)6,1668,280+2,1147259710.06%+246
DIREXION SHS ETF TR
DAILY SMALL CAP
05,474+5,47402420.01%+242
CITIZENS FINL GROUP INC(CFG)05,536+5,53602380.01%+238
VANECK ETF TRUST VANECK GOLD MINERS ETF
GOLD MINERS ETF
29,27536,175+6,9001,1661,3970.08%+231
CHEVRON CORP NEW(CVX)20,44721,888+1,4413,0113,2390.20%+227
VOYA FINANCIAL INC(VOYA)8,54312,747+4,2046779030.05%+226
ROYAL CARIBBEAN GROUP
COM
01,358+1,35802240.01%+224
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Belpointe Asset Management LLC — 13F Holdings — Q4 2024 | TickerTrail