Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 25 | Q3 2023 | 6.2% |
SPDR S&P 500 ETF TR | 25 | Q3 2023 | 7.8% |
AMAZON COM INC | 25 | Q3 2023 | 2.7% |
VANGUARD INDEX FDS | 25 | Q3 2023 | 2.6% |
BERKSHIRE HATHAWAY INC DEL | 25 | Q3 2023 | 2.9% |
BRISTOL-MYERS SQUIBB CO | 25 | Q3 2023 | 2.9% |
MICROSOFT CORP | 25 | Q3 2023 | 2.1% |
ISHARES TR | 25 | Q3 2023 | 10.4% |
NVIDIA CORPORATION | 25 | Q3 2023 | 1.7% |
META PLATFORMS INC | 25 | Q3 2023 | 1.2% |
View Belpointe Asset Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-08 |
13F-HR | 2024-02-13 |
13F-HR | 2023-11-15 |
13F-HR | 2023-08-15 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-08 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-02 |
13F-HR | 2022-04-28 |
13F-HR | 2022-02-15 |
View Belpointe Asset Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.