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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | ETF | 651 | $656,969 | 2,992 | 0.00 | 2,992 | +Inf | 12-31-2023 | |
| INTEL CORP | COM | 652 | $655,914 | 13,052 | 0.00 | 0.00 | 853 | 6.99 | 12-31-2023 |
| ESSENTIAL UTILS INC | COM | 653 | $654,418 | 17,521 | 0.00 | 0.00 | 664 | 3.94 | 12-31-2023 |
| VANGUARD MALVERN FDS | ETF | 654 | $652,133 | 13,732 | 0.00 | 0.00 | -8,167 | -37.29 | 12-31-2023 |
