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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
UTWORbb Fd Inc
Recent Activity
New Position
0.01%
$384,677
7,890 shares@ $48.76 avg price
IWRIshares Tr
Recent Activity
New Position
0.01%
$379,002 Call
4,300 shares@ $88.14 avg price
TIGRUp Fintech Hldg Ltd
Recent Activity
New Position
0.01%
$378,008
70,788 shares@ $5.35 avg price
AIRRFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.01%
$373,350 Call
5,000 shares@ $74.67 avg price
IYHIshares Tr
Recent Activity
New Position
0.01%
$371,345
5,713 shares@ $65.0 avg price
IWCIshares Tr
Recent Activity
New Position
0.01%
$369,960 Call
3,000 shares@ $123.32 avg price
IVOOVanguard Admiral Fds Inc
Recent Activity
New Position
0.01%
$369,705 Call
3,500 shares@ $105.63 avg price
PSIInvesco Exchange Traded Fd T
Recent Activity
New Position
0.01%
$362,376 Call
6,300 shares@ $57.52 avg price
YBTCRoundhill Etf Trust
Recent Activity
New Position
0.01%
$362,116
8,661 shares@ $41.81 avg price
UPSTUpstart Hldgs Inc
Recent Activity
New Position
0.01%
$352,088 Call
8,800 shares@ $40.01 avg price