StockDriftsStockDriftsTop 50 Belpointe Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF | 3.86% | 162.6K | $105.7M | -6.21%(-10.76K) | $549.89(+34.99%) | 2026-03-31 | |
| QQQ | Invesco QQQ Trust | 3.05% | 144.7K | $83.5M | +5.85%(+7.99K) | $417.68(+71.11%) | 2026-03-31 | |
| AAPL | Apple Inc Com | 2.4% | 258.6K | $65.6M | +2.73%(+6.86K) | $125.92(+137.35%) | 2026-03-31 | |
| NVDA | Nvidia Corporation Com | 2.37% | 371.6K | $64.8M | -1.41%(-5.31K) | $27.09(+733.49%) | 2026-03-31 | |
| PLGI | COLLABORATIVE INVESTMNT SER | 2.11% | 2.39M | $57.9M | +41.55%(+701.88K) | $24.96(-2.62%) | 2026-03-31 | |
| NDOW | ANYDRUS ADVANTAGE ETF | 2.1% | 2.10M | $57.7M | +5.40%(+107.75K) | $25.36(+16.38%) | 2026-03-31 | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | 1.98% | 1.86M | $54.3M | +0.78%(+14.36K) | $26.97(+27.25%) | 2026-03-31 | |
| NELS | NELSON SELECT | 1.55% | 1.71M | $42.4M | +7.99%(+126.71K) | $25.73(+8.91%) | 2026-03-31 | |
| AMZN | Amazon COM Inc | 1.34% | 176.3K | $36.7M | +24.86%(+35.10K) | $154.83(+74.47%) | 2026-03-31 | |
| MSFT | Microsoft Corp Com | 1.32% | 97.6K | $36.1M | +14.29%(+12.20K) | $294.86(+37.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.43% | +38.36% |
| Top 20 Holdings Unweighted | +12.15% | +41.05% |
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