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
HAVERTY FURNITURE COS INC COM 801 $515,679 14,526 0.00 0.00 77 0.53 12-31-2023
ISHARES TR ETF 802 $512,920 10,162 0.00 0.00 -17,257 -62.94 12-31-2023
INVESCO EXCH TRADED FD TR II ETF 803 $511,552 21,156 0.00 0.00 0 0.00 12-31-2023
THE CIGNA GROUP COM 804 $507,510 1,694 0.00 0.00 -1 -0.06 12-31-2023
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