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Lisa Muehlfelt

@Belvedere Trading Llc

Latest period2024 - Q3ReportedManaged Assets$74.508BTotal holdings328
Assets growth rate-7.54%Assets growth rate (2-Q avg)-1.62%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Belvedere Trading Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 328 positions.

Assets under management

The assets under management (AUM) of Belvedere Trading Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 74.508B in assets, with a quarterly growth rate of -7.54% and a 2-quarter average growth rate of -1.62%. The portfolio is managed by Lisa Muehlfelt, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSTXTidal Tr Ii
Recent Activity
New Position
0.02%
$10.507M
362,188 shares@ $29.02 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -4.6%
0.02%
$10.267M
94,317 shares@ $108.86 avg price
CVNACarvana Co
Recent Activity
Decreased -22.55%
0.02%
$8.671M↑ Call
49,800 shares@ $174.11 avg price
VOOGVanguard Admiral Fds Inc
Recent Activity
Increased 40.41%
0.02%
$8.287M↑ Call
24,000 shares@ $345.29 avg price
EEMIshares Tr
Recent Activity
New Position
0.01%
$7.299M
159,164 shares@ $45.86 avg price
DHRDanaher Corporation
Recent Activity
Increased 8.21%
0.01%
$6.344M
20,182 shares@ $314.35 avg price
VGTVanguard World Fd
Recent Activity
Decreased -49.94%
0.01%
$5.93M
10,111 shares@ $586.53 avg price
MMM3m Co
Recent Activity
Decreased -20.59%
0.01%
$5.502M↑ Call
35,700 shares@ $154.13 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
Increased 76.15%
0.01%
$5.386M
50,553 shares@ $106.54 avg price
EFAIshares Tr
Recent Activity
Increased 120.65%
0.01%
$5.296M
63,323 shares@ $83.63 avg price