📊Latest 13f filings imported from Edgars
BELPOINTE ASSET MANAGEMENT LLC Top Holdings
BELPOINTE ASSET MANAGEMENT LLC
HTTP://WWW.BELPOINTE.COM • GREENWICH, CT
Belpointe Asset Management is based out of Greenwich.
Belpointe Asset Management is a large advisory firm with More than 100 clients and discretionary assets under management (AUM) of $620,984,840 (Form ADV from 2017-09-27).
Their last reported 13F filing for Q3 2017 included $427,456,000 in managed 13F securities and a top 10 holdings concentration of 29.45%.
Belpointe Asset Management’s largest holding is Huntington US Equity Rotation Strategy ETF with shares held of 1,247,413.
Whalewisdom has at least 1 13F filings
09/30/2017
Top Buys
Name% Change
HUSE Huntington US Equit.11.448%
SPY SPDR S&P 500 ETF In… 4.903%
AAPL Apple Inc 2.532%
BMY Bristol-Myers Squibb 2.444%
VTI Vanguard Total Stoc…1.669%
https://whalewisdom.com/filer/belpointe-asset-management-llc