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 |
|---|---|---|---|---|---|---|---|---|---|
| UNION PAC CORP | COM | 251 | $1,973,060 | 8,032 | 0.00 | 0.00 | 1,171 | 17.07 | 12-31-2023 |
| VANGUARD INDEX FDS | ETF | 252 | $1,964,363 | 8,124 | 0.00 | 0.00 | -6,573 | -44.72 | 12-31-2023 |
| ARES CAPITAL CORP | COM | 253 | $1,907,754 | 95,244 | 0.00 | 0.00 | 3,879 | 4.25 | 12-31-2023 |
| ISHARES TR | ETF | 254 | $1,904,505 | 65,537 | 0.00 | 0.00 | -7,579 | -10.37 | 12-31-2023 |
