Bip Wealth, LLC Purchases in Q4 2024

Bip Wealth, LLC

  • $1.49 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
24.4K
+ 9.84%
$280.04 - $302.45 $6.83M - $7.37M
272K $78.9B
STRL
Sterling Construction CO Inc

Industrials
49.2K
New
$142.94 - $199.03 $7.03M - $9.79M
49.2K $8.29B
SPY
Spdr S&P 500 ETF Trust

ETFs
141
+ 0.03%
$567.81 - $607.81 $80.1K - $85.7K
525K $308B
TFLO
Ishares Treasury Floating Rate

ETFs
91K
+ 6.15%
$50.37 - $50.63 $4.59M - $4.61M
1.57M $79.3B
AR
Antero Resources Corp

Energy
52.1K
New
$25.54 - $35.52 $1.33M - $1.85M
52.1K $1.83B
SPYG
Spdr Portfolio

ETFs
11.3K
+ 35.39%
$81.74 - $91.38 $922K - $1.03M
43.2K $3.79B
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
31.8K
+ 6.79%
$40.34 - $40.62 $1.28M - $1.29M
500K $20.2B
ABCB
Ameris Bancorp

Financial Services
14.9K
New
$60.0 - $72.37 $896K - $1.08M
14.9K $935M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
9.66K
+ 9.29%
$100.24 - $101.35 $968K - $979K
114K $11.4B
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
42.1K
+ 15.14%
$49.25 - $53.57 $2.07M - $2.26M
320K $15.8B
VB
Vanguard Small Cap ETF

ETFs
2.77K
+ 13.59%
$233.76 - $261.58 $647K - $724K
23.1K $5.56B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
21.7K
+ 10.25%
$40.38 - $44.35 $877K - $963K
234K $9.56B
Dimensional Us Core
11K
+ 65.18%
N/A
27.9K $1.79B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
6.96K
+ 6.84%
$84.34 - $95.14 $587K - $663K
109K $9.49B
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
33.4K
+ 13.75%
$62.71 - $68.47 $2.09M - $2.28M
276K $17.4B
VT
Vanguard Total World Stk Index

ETFs
10.3K
+ 3.4%
$117.09 - $123.07 $1.2M - $1.27M
313K $36.8B
Dimensionl Us Large Cap
19.2K
+ 54.54%
N/A
54.4K $1.63B
BTU
Peabody Energy Corp

Energy
26.1K
New
$19.81 - $29.8 $517K - $777K
26.1K $546M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.67K
+ 12.83%
$66.77 - $71.52 $445K - $477K
58.7K $4.04B
TFC
Truist Financial Corp

Financial Services
12.1K
+ 142.24%
$41.51 - $48.1 $500K - $580K
20.5K $890M
Alpha Architect 1 3
4.76K
New
N/A
4.76K $524M
NEOV
Neo Volta Inc.

Industrials
18.9K
+ 9.44%
$2.61 - $5.8 $49.3K - $110K
219K $1.14B
ET
Energy Transfer LP

Energy
23.9K
New
$16.05 - $19.86 $384K - $475K
23.9K $468M
AVGO
Broadcom Inc.

Technology
413
+ 7.07%
$159.67 - $250.0 $65.9K - $103K
6.26K $1.45B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
7.26K
+ 9.2%
$89.9 - $100.66 $653K - $731K
86.2K $7.79B
QQQ
Invesco Qqq Trust, Series 1

ETFs
766
+ 40.68%
$481.22 - $538.17 $369K - $412K
2.65K $1.35B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
650
+ 16.17%
$521.84 - $558.82 $339K - $363K
4.67K $2.52B
JPM
Jpmorgan Chase & CO

Financial Services
1.23K
+ 35.43%
$205.18 - $250.29 $252K - $307K
4.69K $1.12B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
33.9K
+ 11.66%
$44.04 - $49.49 $1.49M - $1.68M
325K $14.3B
WFC
Wells Fargo & Company

Financial Services
5.45K
New
$54.98 - $77.35 $300K - $422K
5.45K $383M
DISV
Dimensional ETF Tr Dimensional

ETFs
14.7K
+ 167.24%
$26.18 - $28.77 $384K - $422K
23.5K $623M
UPS
United Parcel Service Inc

Industrials
2.9K
New
$122.65 - $138.35 $356K - $401K
2.9K $366M
FNDX
Schwab Fundamental U S Large C

ETFs
15.3K
New
$23.49 - $71.77 $359K - $1.1M
15.3K $362M
NVDA
Nvidia Corp

Technology
68
+ 0.27%
$117.0 - $148.88 $7.96K - $10.1K
25.5K $3.43B
SCHX
Schwab Strategic Tr Us Large C

ETFs
15.1K
New
$22.4 - $68.28 $337K - $1.03M
15.1K $349M
DFIC
Dimensional ETF Tr Dimensional

ETFs
15.6K
+ 64.14%
$25.61 - $28.0 $400K - $438K
40K $1.03B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
17.1K
New
$18.41 - $40.87 $315K - $699K
17.1K $317M
MRVL
Marvell Technology, Inc.

Technology
2.87K
New
$70.31 - $124.78 $202K - $358K
2.87K $317M
V
Visa Inc.

Financial Services
590
+ 22.62%
$273.87 - $320.91 $162K - $189K
3.2K $1.01B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.53K
+ 138.34%
$61.68 - $67.87 $279K - $307K
7.8K $486M
Smurfit Westrock PLC
2
+ 0.0%
N/A
63.1K $3.4B
Blackrock Inc New
272
New
N/A
272 $279M
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.39K
New
$113.79 - $124.5 $272K - $298K
2.39K $274M
WMT
Walmart Inc.

Consumer Defensive
1.28K
+ 7.91%
$79.1 - $95.7 $101K - $123K
17.5K $1.58B
DE
Deere & CO

Industrials
620
New
$389.45 - $466.0 $241K - $289K
620 $263M
EWX
Spdr S&P Emerging Markets Smal

ETFs
11.1K
+ 10.36%
$58.61 - $64.79 $653K - $722K
119K $6.96B
MBB
Ishares Tr

ETFs
2.69K
New
$91.26 - $95.82 $246K - $258K
2.69K $247M
GE
General Electric CO

Industrials
1.44K
New
$159.95 - $194.23 $230K - $279K
1.44K $240M
OKE
Oneok Inc

Energy
2.37K
New
$92.28 - $117.05 $219K - $277K
2.37K $238M
Activity Summary
Buys All Purchases 193 New Holdings 40 Increased Positions 153 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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