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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 $1,660,153,042
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 363,826 $83,420,388 5.02%
2.
Spdr S & P 500 Etf Trust
 SPY 96,082 $54,191,354 3.26%
3.
Invesco Qqq Trust - ETF
 103,124 $49,132,434 2.95%
4.
Nvidia Corp
 NVDA 373,638 $44,655,663 2.68%
5.
Collaborative Investmnt Ser - ETF
 1,523,987 $38,258,018 2.3%
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)