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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 $1,921,907,954
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - ETF
 781,783 $78,702,121 4.09%
2.
Apple Inc.
 AAPL 314,908 $69,951,459 3.64%
3.
Spdr S & P 500 Etf Trust
 SPY 100,246 $56,093,135 2.92%
4.
Invesco Qqq Trust - ETF
 97,955 $45,934,044 2.39%
5.
Nvidia Corp
 NVDA 371,417 $39,231,832 2.04%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)