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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 $1,138,578,158
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 127,258 $60,487,673 5.31%
2.
Apple Inc.
 AAPL 289,913 $55,817,241 4.9%
3.
Invesco Qqq Tr
 109,215 $44,726,710 3.92%
4.
Badger Meter Inc
 BMI 179,130 $27,652,298 2.42%
5.
Microsoft Corp
 MSFT 66,912 $25,162,036 2.2%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)