Bip Wealth, LLC Incresed Positions in Q3 2024

Bip Wealth, LLC

  • $1.47 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
5.05K
+ 11.96%
$79.29 - $84.02 $400K - $424K
47.3K $3.96B
AIVI
Kemiao Garment Holding Group

ETFs
7.93K
+ 15.91%
$39.41 - $44.27 $313K - $351K
57.8K $2.53B
COST
Costco Wholesale Corp

Consumer Defensive
598
+ 66.37%
$801.83 - $917.05 $479K - $548K
1.5K $1.33B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
421
+ 6.1%
$405.19 - $478.57 $171K - $201K
7.33K $3.37B
MUB
Ishares National Muni Bond ETF

ETFs
4.93K
+ 85.23%
$106.13 - $108.7 $524K - $536K
10.7K $1.16B
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
9.2K
+ 10.06%
$30.27 - $34.42 $278K - $317K
101K $3.43B
VXF
Vanguard Extended Market ETF

ETFs
1.78K
+ 11.71%
$163.98 - $182.92 $293K - $326K
17K $3.1B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.24K
+ 11.2%
$60.84 - $67.51 $319K - $353K
52K $3.51B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
772
+ 23.76%
$475.2 - $527.7 $367K - $407K
4.02K $2.12B
NVDA
Nvidia Corp

Technology
4.64K
+ 22.28%
$98.91 - $134.91 $459K - $626K
25.5K $3.07B
PM
Philip Morris International Inc.

Consumer Defensive
3.57K
+ 155.01%
$101.25 - $127.45 $362K - $455K
5.88K $714M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4.86K
+ 9.62%
$46.17 - $51.13 $224K - $248K
55.3K $2.83B
VUG
Vanguard Growth ETF

ETFs
820
+ 8.54%
$341.08 - $391.94 $280K - $321K
10.4K $4B
IEMG
Ishares Inc

ETFs
5.99K
+ 97.77%
$53.64 - $53.64 $322K - $322K
12.1K $696M
IEFA
Ishares Tr

ETFs
3.83K
+ 30.27%
$70.09 - $78.74 $268K - $301K
16.5K $1.29B
SPMD
Spdr Portfolio

ETFs
5.51K
+ 30.04%
$50.29 - $54.92 $277K - $302K
23.8K $1.3B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.95K
+ 5.82%
$60.13 - $68.17 $117K - $133K
35.3K $2.39B
VNQ
Vanguard Specialized Funds Van

ETFs
2.55K
+ 47.14%
$82.97 - $98.97 $212K - $252K
7.96K $776M
RTX
Raytheon Technologies Corp

Industrials
1.78K
+ 37.23%
$99.55 - $123.34 $178K - $220K
6.58K $797M
WMT
Walmart Inc.

Consumer Defensive
1.5K
+ 10.18%
$66.91 - $81.4 $100K - $122K
16.2K $1.31B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
3.19K
+ 10.3%
$50.99 - $57.81 $163K - $184K
34.2K $1.95B
NSC
Norfolk Southern Corp

Industrials
1K
+ 74.52%
$213.75 - $259.69 $214K - $260K
2.34K $582M
SO
Southern CO

Utilities
2.01K
+ 24.43%
$77.0 - $90.52 $155K - $182K
10.2K $924M
IBM
International Business Machines Corp

Technology
762
+ 32.23%
$175.1 - $223.38 $133K - $170K
3.13K $691M
THC
Tenet Healthcare Corp

Healthcare
1.08K
+ 43.68%
$129.27 - $168.03 $139K - $181K
3.55K $590M
Carlyle Tactical Private
29.4K
+ 193.74%
N/A
44.5K $382M
ARCC
Ares Capital Corp

Financial Services
11.3K
+ 76.74%
$19.8 - $21.28 $223K - $240K
25.9K $543M
SPYG
Spdr Portfolio

ETFs
1.78K
+ 5.92%
$73.38 - $84.1 $131K - $150K
31.9K $2.64B
AMT
American Tower Corp

Real Estate
19
+ 0.32%
$192.27 - $242.73 $3.65K - $4.61K
5.98K $1.39B
JNJ
Johnson & Johnson

Healthcare
722
+ 10.68%
$145.48 - $167.38 $105K - $121K
7.48K $1.21B
META
Meta Platforms, Inc.

Communication Services
69
+ 2.87%
$453.41 - $572.44 $31.3K - $39.5K
2.47K $1.42B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.12K
+ 56.0%
$75.47 - $83.18 $160K - $176K
5.9K $490M
LLY
Eli Lilly & CO

Healthcare
237
+ 31.56%
$772.14 - $960.02 $183K - $228K
988 $875M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.8K
+ 45.67%
$48.06 - $49.39 $182K - $188K
12.1K $597M
AMZN
Amazon Com Inc

Consumer Cyclical
1.67K
+ 9.62%
$161.02 - $200.0 $268K - $333K
19K $3.54B
VO
Vanguard Mid Cap ETF

ETFs
538
+ 26.27%
$237.84 - $263.83 $128K - $142K
2.59K $682M
VEA
Vanguard Ftse Developed Market

ETFs
2.74K
+ 27.92%
$47.6 - $53.31 $130K - $146K
12.5K $662M
ABBV
Abb Vie Inc.

Healthcare
595
+ 25.88%
$163.84 - $199.33 $97.5K - $119K
2.89K $572M
ETN
Eaton Corp PLC

Industrials
446
+ 53.48%
$272.52 - $333.02 $122K - $149K
1.28K $424M
UNH
Unitedhealth Group Inc

Healthcare
206
+ 50.99%
$488.01 - $604.18 $101K - $124K
610 $357M
MA
Mastercard Inc

Financial Services
223
+ 29.27%
$429.6 - $500.99 $95.8K - $112K
985 $486M
ABT
Abbott Laboratories

Healthcare
1.04K
+ 50.1%
$100.07 - $118.13 $104K - $123K
3.13K $357M
PFE
Pfizer Inc

Healthcare
3.44K
+ 47.62%
$27.7 - $31.39 $95.4K - $108K
10.7K $309M
AVLV
American Centy ETF Tr Avantis
1.43K
+ 40.95%
$60.05 - $65.83 $85.6K - $93.8K
4.91K $323M
MSI
Motorola Solutions, Inc.

Technology
148
+ 25.08%
$385.65 - $450.49 $57.1K - $66.7K
738 $332M
SCHG
Schwab Strategic Tr Us Large C

ETFs
871
+ 25.36%
$92.63 - $105.69 $80.7K - $92.1K
4.31K $449M
RF
Regions Financial Corp

Financial Services
2.56K
+ 21.34%
$19.51 - $23.42 $50K - $60K
14.6K $340M
XLK
Technology Sector Spdr

ETFs
403
+ 8.91%
$197.34 - $237.68 $79.5K - $95.8K
4.92K $1.11B
USMF
Wisdomtree Tr Us Multifactor F

ETFs
602
+ 3.53%
$44.69 - $48.87 $26.9K - $29.4K
17.7K $863M
Activity Summary
Buys All Purchases 188 New Holdings 52 Increased Positions 136 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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