Bip Wealth, LLC Purchases in Q1 2025

Bip Wealth, LLC

  • $1.53 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABC
Amerisourcebergen Corp

Healthcare
731
New
N/A
731 $203M
WDAY
Workday, Inc.

Technology
971
+ 64.05%
$233.53 - $277.82 $227K - $270K
2.49K $581M
CVX
Chevron Corp

Energy
72
+ 0.94%
$146.71 - $167.97 $10.6K - $12.1K
7.71K $1.29B
IEFA
Ishares Tr

ETFs
1.24K
+ 7.55%
$69.57 - $78.65 $86.5K - $97.8K
17.7K $1.34B
Kayne Anderson Bdc I Equ
10.1K
+ 100.0%
N/A
20.3K $329M
Avantis All Intrnl Mkt
2.28K
+ 61.04%
N/A
6.02K $351M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.21K
+ 32.49%
$57.44 - $59.4 $127K - $131K
9.01K $535M
SO
Southern CO

Utilities
230
+ 1.96%
$80.96 - $92.96 $18.6K - $21.4K
12K $1.1B
T
At&T Inc.

Communication Services
858
+ 4.35%
$21.56 - $28.28 $18.5K - $24.3K
20.6K $582M
GE
General Electric CO

Industrials
410
+ 28.53%
$168.59 - $212.13 $69.1K - $87K
1.85K $370M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
20.4K
+ 9.11%
$31.63 - $35.22 $646K - $719K
245K $7.82B
DFIV
Dimensional ETF Tr

ETFs
1.78K
+ 20.85%
$35.33 - $40.77 $62.8K - $72.5K
10.3K $406M
AMGN
Amgen Inc

Healthcare
63
+ 4.09%
$258.59 - $327.36 $16.3K - $20.6K
1.61K $500M
VOE
Vanguard Mid Cap Value Index F

ETFs
566
+ 29.9%
$156.61 - $168.02 $88.6K - $95.1K
2.46K $395M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.12K
+ 28.09%
$58.01 - $64.46 $64.9K - $72.1K
5.1K $317M
VNQ
Vanguard Specialized Funds Van

ETFs
774
+ 9.77%
$85.55 - $94.34 $66.2K - $73K
8.69K $787M
EPD
Enterprise Products Partners L.P.

Energy
396
+ 1.67%
$31.75 - $34.14 $12.6K - $13.5K
24.1K $822M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.74K
+ 47.11%
$50.44 - $58.1 $87.6K - $101K
5.42K $279M
DUK
Duke Energy Corp

Utilities
32
+ 0.86%
$105.87 - $121.97 $3.39K - $3.9K
3.76K $459M
VBK
Vanguard Small Cap Growth ETF

ETFs
394
+ 25.39%
$247.97 - $296.33 $97.7K - $117K
1.95K $490M
MO
Altria Group, Inc.

Consumer Defensive
364
+ 9.04%
$50.81 - $60.02 $18.5K - $21.8K
4.39K $264M
VHT
Vanguard Health Care ETF

ETFs
77
+ 3.06%
$254.06 - $273.83 $19.6K - $21.1K
2.59K $686M
HWM
Howmet Aerospace Inc.

Industrials
3
+ 0.14%
$110.79 - $139.39 $332 - $418
2.08K $269M
NFLX
Netflix Inc

Communication Services
23
+ 5.08%
$828.4 - $1058.6 $19.1K - $24.3K
476 $444M
UL
Unilever PLC

Consumer Defensive
6
+ 0.04%
$54.72 - $60.29 $328 - $362
13.8K $821M
CSCO
Cisco Systems, Inc.

Technology
256
+ 2.76%
$58.74 - $64.87 $15K - $16.6K
9.52K $587M
Fs Specialty Lending Fun
11.6K
New
N/A
11.6K $38.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
561
+ 3.28%
$18.36 - $20.51 $10.3K - $11.5K
17.7K $350M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
201
+ 1.48%
$48.43 - $49.9 $9.73K - $10K
13.8K $686M
DE
Deere & CO

Industrials
2
+ 0.32%
$408.57 - $509.27 $817 - $1.02K
622 $292M
EUDG
Wisdomtree Tr

ETFs
23
+ 0.27%
$29.73 - $34.14 $684 - $785
8.42K $274M
AFL
Aflac Inc

Financial Services
9
+ 0.31%
$100.99 - $111.19 $909 - $1K
2.9K $323M
SBUX
Starbucks Corp

Consumer Cyclical
49
+ 1.81%
$91.75 - $115.81 $4.5K - $5.67K
2.76K $271M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
76
+ 2.54%
$67.08 - $76.14 $5.1K - $5.79K
3.07K $226M
XLF
Financial Sector Spdr

ETFs
224
+ 3.09%
$47.32 - $52.19 $10.6K - $11.7K
7.48K $373M
SNA
Snap On Inc

Industrials
64
+ 8.31%
$324.09 - $358.62 $20.7K - $23K
834 $281M
FNDX
Schwab Fundamental U S Large C

ETFs
872
+ 5.71%
$23.03 - $25.01 $20.1K - $21.8K
16.2K $381M
FISV
Fiserv Inc

Technology
4
+ 0.37%
N/A
1.09K $240M
WFC
Wells Fargo & Company

Financial Services
116
+ 2.13%
$66.78 - $81.42 $7.75K - $9.44K
5.57K $400M
XLP
Consumer Staples Sector Spdr

ETFs
1
+ 0.04%
N/A
2.58K $211M
IVE
Ishares S&P 500 Value ETF

ETFs
42
+ 1.64%
$185.78 - $198.58 $7.8K - $8.34K
2.6K $495M
VIG
Vanguard Dividend Appreciation

ETFs
339
+ 1.04%
N/A
33K $6.4B
Carlyle Tactical Private
1.14K
+ 2.5%
N/A
46.8K $395M
XLI
Industrial Sector Spdr

ETFs
38
+ 2.1%
$128.78 - $141.67 $4.89K - $5.38K
1.85K $242M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
862
+ 6.74%
$21.23 - $23.75 $18.3K - $20.5K
13.7K $294M
Blackstone Private Credi
182
+ 1.65%
N/A
11.2K $284M
TJX
Tjx Companies Inc

Consumer Cyclical
10
+ 0.54%
$112.81 - $126.16 $1.13K - $1.26K
1.86K $227M
Ares Real Estate Income
156
+ 1.33%
N/A
11.9K $90.9M
FLOOF
Flower One Hldgs Inc Com (Can)
10.4K
New
$0.0 - $0.0 $0 - $0
10.4K $0
Activity Summary
Buys All Purchases 136 New Holdings 19 Increased Positions 117 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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