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 |
|---|---|---|---|---|---|---|---|---|---|
| WALMART INC | COM | 301 | $1,656,849 | 10,509 | 0.00 | 0.00 | -2,010 | -16.06 | 12-31-2023 |
| VANGUARD INDEX FDS | ETF | 302 | $1,653,866 | 11,062 | 0.00 | 0.00 | -3,778 | -25.46 | 12-31-2023 |
| NORTHERN LTS FD TR IV | ETF | 303 | $1,641,487 | 69,584 | 0.00 | 0.00 | -8,508 | -10.89 | 12-31-2023 |
| MEDTRONIC PLC | COM | 304 | $1,632,401 | 19,815 | 0.00 | 0.00 | -4,355 | -18.02 | 12-31-2023 |
