Bip Wealth, LLC Purchases in Q1 2025

Bip Wealth, LLC

  • $1.53 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
First China Pharma Xxx
25K
New
N/A
25K $0
Patten Energy Solutions
10K
New
N/A
10K $0
OKE
Oneok Inc

Energy
3
+ 0.13%
$89.57 - $109.85 $269 - $330
2.37K $235M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5
+ 0.39%
$408.78 - $448.82 $2.04K - $2.24K
1.28K $535M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
10
+ 0.31%
$67.43 - $75.54 $674 - $755
3.22K $220M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
14
+ 0.19%
$61.91 - $66.79 $867 - $935
7.45K $465M
GS
Goldman Sachs Group Inc

Financial Services
7
+ 1.85%
$524.81 - $672.19 $3.67K - $4.71K
385 $210M
Blackrock Inc New
14
+ 5.15%
N/A
286 $271M
EMR
Emerson Electric CO

Industrials
116
+ 6.65%
$108.64 - $131.17 $12.6K - $15.2K
1.86K $204M
VO
Vanguard Mid Cap ETF

ETFs
10
+ 0.35%
$251.87 - $277.95 $2.52K - $2.78K
2.91K $752M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
5
+ 0.11%
$119.84 - $136.1 $599 - $681
4.59K $555M
SCHA
Schwab Strategic Tr Us Small C

ETFs
791
+ 4.97%
$23.16 - $27.04 $18.3K - $21.4K
16.7K $392M
PANW
Palo Alto Networks Inc

Technology
39
+ 1.41%
$167.82 - $208.28 $6.54K - $8.12K
2.8K $478M
IWR
Ishares Russell Mid Cap ETF

ETFs
16
+ 0.19%
$82.81 - $92.93 $1.32K - $1.49K
8.29K $705M
AXP
American Express CO

Financial Services
1
+ 0.1%
$255.39 - $325.87 $255 - $326
1.03K $278M
DIS
Walt Disney CO

Communication Services
137
+ 4.02%
$96.87 - $114.0 $13.3K - $15.6K
3.55K $350M
AMD
Advanced Micro Devices Inc

Technology
43
+ 2.18%
$96.63 - $129.55 $4.16K - $5.57K
2.01K $207M
SCHG
Schwab Strategic Tr Us Large C

ETFs
383
+ 1.86%
$24.91 - $29.02 $9.54K - $11.1K
20.9K $524M
PWR
Quanta Services, Inc.

Industrials
1
+ 0.12%
$236.71 - $358.03 $237 - $358
842 $214M
PK
Park Hotels & Resorts Inc.

Real Estate
792
+ 4.37%
$10.68 - $14.19 $8.46K - $11.2K
18.9K $202M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
185
+ 2.47%
$102.49 - $119.96 $19K - $22.2K
7.67K $802M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
54
+ 1.69%
$161.27 - $192.3 $8.71K - $10.4K
3.26K $525M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3
+ 0.02%
$120.29 - $134.6 $361 - $404
15.5K $1.89B
MAR
Marriott International Inc

Consumer Cyclical
4
+ 0.14%
$237.01 - $304.45 $948 - $1.22K
2.84K $676M
VGT
Vanguard Information Technolog

ETFs
9
+ 0.58%
$542.38 - $646.34 $4.88K - $5.82K
1.56K $844M
SSB
South State Corp

Financial Services
4
+ 0.01%
$89.4 - $108.33 $358 - $433
31K $2.87B
VB
Vanguard Small Cap ETF

ETFs
722
+ 3.12%
$217.89 - $252.64 $157K - $182K
23.8K $5.29B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3.98K
+ 4.62%
$80.73 - $94.96 $322K - $378K
90.2K $7.48B
AVGO
Broadcom Inc.

Technology
58
+ 0.93%
$167.43 - $244.7 $9.71K - $14.2K
6.32K $1.06B
NVDA
Nvidia Corp

Technology
1.95K
+ 7.66%
$106.98 - $149.43 $209K - $292K
27.5K $2.98B
TSLA
Tesla, Inc.

Consumer Cyclical
82
+ 1.83%
$222.15 - $428.22 $18.2K - $35.1K
4.57K $1.19B
NEOV
Neo Volta Inc.

Industrials
7.12K
+ 3.25%
$2.17 - $5.69 $15.4K - $40.5K
226K $491M
IWM
Ishares Russell 2000 ETF

ETFs
1.73K
+ 1.79%
$198.1 - $229.79 $342K - $397K
98.4K $19.6B
STRL
Sterling Construction CO Inc

Industrials
144
+ 0.29%
$108.65 - $200.56 $15.6K - $28.9K
49.3K $5.59B
SPY
Spdr S&P 500 ETF Trust

ETFs
10K
+ 1.91%
$551.42 - $612.93 $5.53M - $6.14M
535K $299B
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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