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
UNITED PARCEL SERVICE INC COM 401 $1,201,308 7,640 0.00 0.00 5,446 248.22 12-31-2023
ALPS ETF TR ETF 402 $1,200,505 28,233 0.00 0.00 774 2.82 12-31-2023
FIRST TR NASDAQ 100 TECH IND ETF 403 $1,188,147 6,770 0.00 6,770 +Inf 12-31-2023
M/I HOMES INC COM 404 $1,172,994 8,516 0.00 0.00 450 5.58 12-31-2023
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