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 |
---|---|---|---|
NVSNovartis Ag
| 0.01% | $3.085M 26,617 shares@ $115.9 avg price | Increased 5.22% |
FNGSBank Montreal Medium
| 0.01% | $3.032M 61,372 shares@ $49.42 avg price | Increased 91.94% |
MSTUEtf Opportunities Trust
| 0.01% | $2.945M 73,429 shares@ $40.11 avg price | New Position |
VTIVanguard Index Fds
| 0.01% | $2.803M↑ Call 9,900 shares@ $283.16 avg price | Increased 1.03% |
MAGSListed Fd Tr
| 0.01% | $2.797M 58,661 shares@ $47.68 avg price | Increased 245.86% |
TSLLDirexion Shs Etf Tr
| 0.01% | $2.794M 202,202 shares@ $13.83 avg price | Decreased -71.59% |
GEVGe Vernova Inc
| 0.01% | $2.415M 9,470 shares@ $254.99 avg price | Increased 28.73% |
SIRISiriusxm Holdings Inc
| 0.01% | $2.38M 174,754 shares@ $13.63 avg price | New Position |
GDXJVaneck Etf Trust
| 0.01% | $2.185M 44,772 shares@ $48.81 avg price | New Position |
BITUProshares Tr
| 0.01% | $2.105M 81,270 shares@ $25.9 avg price | Increased 60.62% |