Bip Wealth, LLC Incresed Positions in Q1 2025

Bip Wealth, LLC

  • $1.53 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TFLO
Ishares Treasury Floating Rate

ETFs
243K
+ 15.47%
$50.48 - $50.68 $12.3M - $12.3M
1.81M $91.9B
SPYG
Spdr Portfolio

ETFs
74.5K
+ 172.64%
$80.05 - $92.39 $5.97M - $6.89M
118K $9.46B
VUG
Vanguard Growth ETF

ETFs
13.6K
+ 116.36%
$369.1 - $427.61 $5.01M - $5.81M
25.2K $9.36B
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.42K
+ 0.37%
$74.85 - $84.89 $181K - $205K
652K $53.2B
VEU
Vanguard Ftse All World Ex Us

ETFs
26.7K
+ 4.36%
$56.51 - $62.98 $1.51M - $1.68M
638K $38.7B
USFR
Wisdomtree Floating Rate Treas

ETFs
70.1K
+ 1.23%
$50.29 - $50.5 $3.53M - $3.54M
5.77M $290B
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
3.72K
+ 1.16%
$49.06 - $56.82 $183K - $211K
324K $17.8B
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
38.5K
+ 7.69%
$40.24 - $40.65 $1.55M - $1.56M
539K $21.9B
VT
Vanguard Total World Stk Index

ETFs
18.6K
+ 5.94%
$115.08 - $123.97 $2.14M - $2.31M
332K $38.5B
VTI
Vanguard Total Stock Market Et

ETFs
20.1K
+ 7.4%
$271.18 - $303.12 $5.46M - $6.1M
292K $80.3B
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
7.08K
+ 2.56%
$61.2 - $68.24 $433K - $483K
283K $18.7B
EFV
Msci Eafe Value ETF

ETFs
3.2K
+ 1.85%
$51.88 - $60.73 $166K - $195K
176K $10.4B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
11.8K
+ 47.45%
$77.7 - $78.94 $917K - $932K
36.7K $2.9B
SPSB
Spdr Portfolio Short Term Corp

ETFs
26.4K
+ 4.78%
$29.82 - $30.1 $788K - $796K
579K $17.4B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.32K
+ 4.69%
$100.59 - $103.47 $535K - $550K
119K $12.3B
REET
Ishares Global Reit ETF

ETFs
29K
+ 6.85%
$23.24 - $25.16 $673K - $729K
452K $11B
VCIT
Vanguard Intermediate Term Cor

ETFs
8.16K
+ 15.86%
$79.17 - $82.04 $646K - $669K
59.6K $4.87B
EEM
Ishares Msci Emerging Markets

ETFs
1.92K
+ 0.64%
$40.81 - $45.34 $78.5K - $87.2K
304K $13.3B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
43
+ 0.57%
$442.66 - $534.52 $19K - $23K
7.59K $4.04B
SUB
Ishares Short Term National Mu

ETFs
5.4K
+ 26.16%
$105.3 - $106.24 $569K - $574K
26.1K $2.75B
VBR
Vanguard Small Cap Value ETF

ETFs
4.26K
+ 22.73%
$183.02 - $207.75 $779K - $884K
23K $4.28B
Dimensional Us Core
10.6K
+ 37.93%
N/A
38.5K $2.36B
DISV
Dimensional ETF Tr Dimensional

ETFs
16.8K
+ 71.71%
$26.09 - $30.21 $439K - $508K
40.3K $1.17B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
11.6K
+ 4.95%
$39.96 - $43.3 $462K - $501K
245K $10.1B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
18.5K
+ 8.47%
$67.03 - $74.61 $1.24M - $1.38M
237K $16.1B
Dimensionl Us Large Cap
15.4K
+ 28.21%
N/A
69.8K $2.13B
KO
Coca Cola CO

Consumer Defensive
466
+ 1.2%
$60.81 - $72.32 $28.3K - $33.7K
39.2K $2.81B
DFIC
Dimensional ETF Tr Dimensional

ETFs
11K
+ 27.51%
$25.54 - $28.79 $281K - $317K
51K $1.42B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
876
+ 18.75%
$507.05 - $563.67 $444K - $494K
5.55K $2.85B
MUB
Ishares National Muni Bond ETF

ETFs
3.19K
+ 28.68%
$104.71 - $107.69 $334K - $344K
14.3K $1.51B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
5.47K
+ 3.28%
$49.42 - $50.43 $271K - $276K
172K $8.62B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
15.8K
+ 14.48%
$77.33 - $90.16 $1.22M - $1.42M
125K $9.76B
JNJ
Johnson & Johnson

Healthcare
533
+ 6.95%
$142.06 - $167.7 $75.7K - $89.4K
8.2K $1.36B
PM
Philip Morris International Inc.

Consumer Defensive
120
+ 2.01%
$117.15 - $158.79 $14.1K - $19.1K
6.09K $966M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
3.5K
+ 3.2%
$30.35 - $33.16 $106K - $116K
113K $3.61B
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
VEA
Vanguard Ftse Developed Market

ETFs
1.36K
+ 7.85%
$47.4 - $52.99 $64.7K - $72.3K
18.7K $953M
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
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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