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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
INSTInstructure Hldgs Inc
| 0.01% | $793,659 33,701 shares@ $23.56 avg price | New Position |
DIGProshares Tr
| 0.01% | $753,424↑ Call 19,600 shares@ $38.44 avg price | New Position |
TARKInvestment Managers Ser Tr I
| 0.01% | $738,953 11,372 shares@ $64.99 avg price | New Position |
DUOLDuolingo Inc
| 0.01% | $705,050↑ Call 2,500 shares@ $282.02 avg price | New Position |
8863⤦Tidal Tr Ii
| 0.01% | $702,614 90,543 shares@ $7.77 avg price | New Position |
SCHBSchwab Strategic Tr
| 0.01% | $692,806 10,415 shares@ $66.53 avg price | New Position |
SYLDCambria Etf Tr
| 0.01% | $665,804↑ Call 9,200 shares@ $72.37 avg price | New Position |
OUNZVaneck Merk Gold Etf
| 0.01% | $660,140↑ Call 26,000 shares@ $25.39 avg price | New Position |
SDEMGlobal X Fds
| 0.01% | $646,302 24,330 shares@ $26.57 avg price | New Position |
ROADConstruction Partners Inc
| 0.01% | $593,300↑ Call 8,500 shares@ $69.8 avg price | New Position |