Bip Wealth, LLC Portfolio Holdings

Bip Wealth, LLC

  • $1.49 Trillion
  • Q4 2024

Bip Wealth, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.49 Trillion distributed in 279 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $308B, Wisdomtree Floating Rate Treas with a value of $287B, Ishares Treasury Floating Rate with a value of $79.3B, Vanguard Total Stock Market Et with a value of $78.9B, and Vanguard Value ETF with a value of $58.8B.

Examining the 13F form we can see an increase of $26.6B in the current position value, from $1.47T to 1.49T.

Bip Wealth, LLC is based out at Atlanta, GA

Below you can find more details about Bip Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.49 Trillion
ETFs: $91.8 Billion
Technology: $38.8 Billion
Industrials: $21 Billion
Financial Services: $20.8 Billion
Consumer Cyclical: $16 Billion
Consumer Defensive: $9.53 Billion
Energy: $8.9 Billion
Healthcare: $6.8 Billion
Other: $9.73 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$308 Billion 20.6% of portfolio
525,262
Q4 2024 Added 0.03%
$0
$287 Billion 19.18% of portfolio
5,696,740
Q4 2024 Reduced 5.17%
$0
$79.3 Billion 5.3% of portfolio
1,570,323
Q4 2024 Added 6.15%
$0
$78.9 Billion 5.28% of portfolio
272,183
Q4 2024 Added 9.84%
$0
$58.8 Billion 3.93% of portfolio
347,303
Q4 2024 Added 1.41%
$0
$49.1 Billion 3.28% of portfolio
649,098
Q4 2024 Reduced 1.58%
$0
$36.8 Billion 2.46% of portfolio
313,132
Q4 2024 Added 3.4%
$0
$35.1 Billion 2.35% of portfolio
610,866
Q4 2024 Added 5.83%
$0
$29.2 Billion 1.95% of portfolio
570,749
Q4 2024 Reduced 6.7%
$0
$21.4 Billion 1.43% of portfolio
96,663
Q4 2024 Added 0.5%
$0
$20.2 Billion 1.35% of portfolio
500,490
Q4 2024 Added 6.79%
$0
$17.4 Billion 1.16% of portfolio
275,869
Q4 2024 Added 13.75%
$0
$16.5 Billion 1.1% of portfolio
552,532
Q4 2024 Added 1.7%
$0
$15.8 Billion 1.06% of portfolio
320,365
Q4 2024 Added 15.14%
$3.95T
$15.5 Billion 1.04% of portfolio
61,950
Q4 2024 Reduced 1.07%
$0
$15.6 Billion 1.04% of portfolio
218,570
Q4 2024 Reduced 2.55%
$0
$12.9 Billion 0.87% of portfolio
264,513
Q4 2024 Added 3.29%
$0
$12.6 Billion 0.85% of portfolio
302,215
Q4 2024 Reduced 0.81%
$0
$11.4 Billion 0.76% of portfolio
113,529
Q4 2024 Added 9.29%
$0
$10.1 Billion 0.68% of portfolio
422,592
Q4 2024 Added 13.55%
$0
$9.9 Billion 0.66% of portfolio
36,719
Q4 2024 Reduced 0.47%
$0
$9.49 Billion 0.64% of portfolio
108,796
Q4 2024 Added 6.84%
$0
$9.56 Billion 0.64% of portfolio
233,611
Q4 2024 Added 10.25%
$0
$9.2 Billion 0.62% of portfolio
255,694
Q4 2024 Added 4.17%
$0
$9.08 Billion 0.61% of portfolio
173,078
Q4 2024 Added 9.6%
$0
$8.34 Billion 0.56% of portfolio
14,169
Q4 2024 Reduced 2.17%
$0
$8.33 Billion 0.56% of portfolio
166,895
Q4 2024 Added 4.81%
$0
$8.33 Billion 0.56% of portfolio
70,931
Q4 2024 Reduced 1.74%
$3.77B
$8.29 Billion 0.55% of portfolio
49,201
Q4 2024 New
$0
$7.8 Billion 0.52% of portfolio
61,159
Q4 2024 Reduced 6.04%
$0
$7.79 Billion 0.52% of portfolio
86,193
Q4 2024 Added 9.2%
$0
$7.7 Billion 0.52% of portfolio
224,126
Q4 2024 Added 2.36%
$394B
$7.29 Billion 0.49% of portfolio
18,741
Q4 2024 Reduced 2.06%
$0
$7.19 Billion 0.48% of portfolio
210,582
Q4 2024 Reduced 3.55%
$0
$6.96 Billion 0.47% of portfolio
118,682
Q4 2024 Added 10.36%
$0
$6.39 Billion 0.43% of portfolio
32,627
Q4 2024 Reduced 2.11%
$0
$6.17 Billion 0.41% of portfolio
142,703
Q4 2024 Reduced 2.79%
$3.04T
$5.9 Billion 0.39% of portfolio
14,005
Q4 2024 Reduced 4.32%
$0
$5.56 Billion 0.37% of portfolio
23,120
Q4 2024 Added 13.59%
$4B
$5.31 Billion 0.36% of portfolio
219,745
Q1 2023 New
$0
$4.79 Billion 0.32% of portfolio
11,669
Q4 2024 Added 12.01%
$0
$4.13 Billion 0.28% of portfolio
51,457
Q4 2024 Added 8.87%
$2.21T
$4.14 Billion 0.28% of portfolio
18,873
Q4 2024 Reduced 0.62%
$0
$4.04 Billion 0.27% of portfolio
58,657
Q4 2024 Added 12.83%
$0
$3.79 Billion 0.25% of portfolio
43,172
Q4 2024 Added 35.39%
$0
$3.71 Billion 0.25% of portfolio
18,716
Q4 2024 Added 7.21%
$0
$3.64 Billion 0.24% of portfolio
94,909
Q4 2024 Reduced 3.98%
$0
$3.39 Billion 0.23% of portfolio
109,386
Q4 2024 Added 8.74%
$335B
$3.43 Billion 0.23% of portfolio
25,521
Q4 2024 Added 0.27%

Summary

  • Portfolio
  • No. of Stocks 279
  • Current Value $1.49 Trillion
  • Prior Value $1.47 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 40 stocks
  • Additional Purchases 153 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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