Belpointe Asset Management LLC
Top Portfolio Positions
531 positions ·
$1,199,975,911 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
162,559 | $105,718,620 | 8.81% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
144,664 | $83,497,167 | 6.96% | |
| AAPL |
Apple Inc.
Technology
|
258,568 | $65,621,972 | 5.47% | |
| NVDA |
Nvidia Corp
Technology
|
371,643 | $64,814,539 | 5.40% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
176,274 | $36,712,585 | 3.06% | |
| MSFT |
Microsoft Corp
Technology
|
97,568 | $36,116,746 | 3.01% | |
| BMI |
Badger Meter Inc
Technology
|
178,960 | $27,264,556 | 2.27% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
80,147 | $23,047,071 | 1.92% | |
| META |
Meta Platforms, Inc.
Communication Services
|
34,858 | $19,943,307 | 1.66% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
48,741 | $18,119,466 | 1.51% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UTG
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $697,337 | 17,753 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $650,758 | 17,790 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $674,173 | 17,016 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $506,917 | 14,011 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $490,215 | 15,065 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $475,825 | 15,015 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $497,235 | 15,155 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $482,088 | 17,646 | Shares | Sole | 2024-08-02 | |
| 2023-03-31 | $315,472 | 11,116 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $522,938 | 18,498 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $523,062 | 19,202 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $712,535 | 22,985 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $708,996 | 20,509 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $654,426 | 18,634 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $624,727 | 19,064 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $513,723 | 14,973 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $480,691 | 14,349 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $467,880 | 14,269 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $367,469 | 11,744 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $496,129 | 16,439 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $463,938 | 16,137 | Shares | Sole | 2020-07-20 | |
| No 13F history on record for this holder in this stock. | ||||||