Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BELPOINTE ASSET MANAGEMENT LLC 02-13-2024 12-31-2023 701 1,138,578,158
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR S&P MIDCAP 400 ETF TR ETF 201 $2,398,175 4,726 0.00 0.00 3,507 287.69 12-31-2023
ISHARES TR ETF 202 $2,384,772 24,027 0.00 0.00 2,162 9.89 12-31-2023
TEXAS INSTRS INC COM 203 $2,382,986 13,979 0.00 0.00 -47 -0.34 12-31-2023
SPDR SER TR ETF 204 $2,365,194 24,725 0.00 0.00 8,371 51.19 12-31-2023
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