Belpointe Asset Management LLC

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
  null,
  "SE",
  "ARES",
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  "MPWR",
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-20
Total Holdings: 914
Total Value: 1921907947
Accession Number: 0001721242-25-000004
Form Type: 13F-HR
CIK: 0001721242
Manager Name: Belpointe Asset Management LLC

Data Enrichment

63% identified

574 identified340 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

914 positions • $1,921,907.947K total value

914 positions

Manager:

SEC FilingSEC DataHachi Filing

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78464A854

SPLG|78464A854

Shares:119.6K

Value:$7.9M

Alphabet Inc.

GOOG|02079K107

Shares:46.6K

Value:$7.3M

AbbVie Inc.

ABBV|00287Y109

Shares:34.6K

Value:$7.3M

464288885

EFG|464288885

Shares:72.2K

Value:$7.2M

EXXON MOBIL CORP

XOM|30231G102

Shares:60.7K

Value:$7.2M

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:7.5K

Value:$7.1M

922908769

VTI|922908769

Shares:25.5K

Value:$7.0M

VISA INC.

V|92826C839

Shares:19.5K

Value:$6.8M

808524797

SCHD|808524797

Shares:244.6K

Value:$6.8M

92206C102

VGSH|92206C102

Shares:112.7K

Value:$6.6M

464287507

IJH|464287507

Shares:111.9K

Value:$6.5M

66537J796

Shares:31.1K

Value:$6.4M

922042742

VT|922042742

Shares:55.0K

Value:$6.4M

78463X475

Shares:101.7K

Value:$6.3M

81369Y803

XLK|81369Y803

Shares:30.4K

Value:$6.3M

19423L524

Shares:205.4K

Value:$6.1M

Broadcom Inc.

AVGO|11135F101

Shares:35.3K

Value:$5.9M

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:96.6K

Value:$5.9M

97717Y527

Shares:115.9K

Value:$5.8M

81369Y605

Shares:116.4K

Value:$5.8M

Instrument	Shares		Other Manager	Value
(SPLGcusip78464A854)	119.6K	QoQ -57.68% (-163.1K) YoY -57.21% (-160.0K)	All Managers (Combined)	$7.9M	QoQ -58.02% (-$10.9M) YoY -54.27% (-$9.3M)
Alphabet Inc.(GOOGcusip02079K107)	46.6K	QoQ +1.46% (-673) YoY -3.16% (-1.5K)	All Managers (Combined)	$7.3M	QoQ -3.98% (-$302.7K) YoY -0.62% (-$45.7K)
Abbvie Inc.(ABBVcusip00287Y109)	34.6K	QoQ -12.40% (-4.9K) YoY -5.64% (-2.1K)	All Managers (Combined)	$7.3M	QoQ -6.50% (-$505.0K) YoY +8.56% (-$572.2K)
(EFGcusip464288885)	72.2K	QoQ +2953.53% (+69.9K) YoY NEW(+72.2K)	All Managers (Combined)	$7.2M	QoQ +2751.90% (+$7.0M) YoY NEW(+$7.2M)
Exxon Mobil Corp(XOMcusip30231G102)	60.7K	QoQ -0.01% (-10) YoY -3.47% (-2.2K)	All Managers (Combined)	$7.2M	QoQ +0.82% (-$59.0K) YoY -1.23% (-$90.5K)
Costco Wholesale Corp /New(COSTcusip22160K105)	7.5K	QoQ -15.25% (-1.3K) YoY +1.28% (+95)	All Managers (Combined)	$7.1M	QoQ -10.19% (-$804.2K) YoY +30.73% (+$1.7M)
(VTIcusip922908769)	25.5K	QoQ -11.31% (-3.3K) YoY -7.84% (-2.2K)	All Managers (Combined)	$7.0M	QoQ -12.65% (-$1.0M) YoY -2.54% (-$183.4K)
Visa Inc.(Vcusip92826C839)	19.5K	QoQ +32.06% (+4.7K) YoY +47.85% (+6.3K)	All Managers (Combined)	$6.8M	QoQ +67.46% (+$2.8M) YoY +85.66% (+$3.2M)
(SCHDcusip808524797)	244.6K	QoQ +64.01% (+95.5K) YoY +228.42% (+170.1K)	All Managers (Combined)	$6.8M	QoQ +0.80% (+$54.6K) YoY +13.88% (+$833.7K)
(VGSHcusip92206C102)	112.7K	QoQ +113.66% (+59.9K) YoY +92.88% (+54.3K)	All Managers (Combined)	$6.6M	QoQ +113.37% (+$3.5M) YoY +94.94% (+$3.2M)
(IJHcusip464287507)	111.9K	QoQ +2.21% (-2.4K) YoY +17.10% (+16.4K)	All Managers (Combined)	$6.5M	QoQ -3.62% (-$245.9K) YoY +12.49% (+$725.6K)
(cusip66537J796)✕	31.1K	QoQ +57.59% (+11.4K) YoY NEW(+31.1K)	All Managers (Combined)	$6.4M	QoQ +54.41% (+$2.3M) YoY NEW(+$6.4M)
(VTcusip922042742)	55.0K	QoQ +3.32% (+1.8K) YoY -7.82% (-4.7K)	All Managers (Combined)	$6.4M	QoQ +1.92% (+$120.5K) YoY -3.27% (-$216.3K)
(cusip78463X475)✕	101.7K	QoQ +9.29% (+8.6K) YoY +13.39% (+12.0K)	All Managers (Combined)	$6.3M	QoQ +7.73% (+$456.1K) YoY +18.60% (+$995.9K)
(XLKcusip81369Y803)	30.4K	QoQ -4.99% (-1.6K) YoY +0.14% (-43)	All Managers (Combined)	$6.3M	QoQ -10.87% (-$767.6K) YoY -0.54% (-$34.8K)
(cusip19423L524)✕	205.4K	QoQ -28.29% (-81.0K) YoY -31.55% (-94.7K)	All Managers (Combined)	$6.1M	QoQ -29.74% (-$2.6M) YoY -30.62% (-$2.7M)
Broadcom Inc.(AVGOcusip11135F101)	35.3K	QoQ +53.01% (+12.2K) YoY +1258.42% (+32.7K)	All Managers (Combined)	$5.9M	QoQ +57.35% (+$2.2M) YoY +71.59% (+$2.5M)
Bristol Myers Squibb Co(BMYcusip110122108)	96.6K	QoQ -48.74% (-91.9K) YoY -47.34% (-86.8K)	All Managers (Combined)	$5.9M	QoQ -37.42% (-$3.5M) YoY -40.78% (-$4.1M)
(cusip97717Y527)✕	115.9K	QoQ +377.32% (+91.6K) YoY +420.89% (+93.6K)	All Managers (Combined)	$5.8M	QoQ +377.87% (+$4.6M) YoY +421.29% (+$4.7M)
(cusip81369Y605)✕	116.4K	QoQ +5.42% (+6.0K) YoY +28.60% (+25.9K)	All Managers (Combined)	$5.8M	QoQ +14.58% (+$737.5K) YoY +51.99% (+$2.0M)