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Home > Institutional Investor > Belpointe Asset Management Llc > Profile

Instuitional Investor - Belpointe Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Belpointe Asset Management Llc
Portfolio Value $2,400,212,952
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Servicenow Inc.
 NOW 170,042 $174,816,783 7.28%
2.
Nvidia Corp
 NVDA 374,956 $59,239,568 2.47%
3.
Invesco Qqq Trust - ETF
 105,267 $58,070,265 2.42%
4.
Spdr S & P 500 Etf Trust
 SPY 86,408 $53,388,047 2.22%
5.
Apple Inc.
 AAPL 250,798 $51,456,464 2.14%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)