Bip Wealth, LLC New Holdings in Q4 2024

Bip Wealth, LLC

  • $1.49 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
STRL
Sterling Construction CO Inc

Industrials
49.2K
New
$142.94 - $199.03 $7.03M - $9.79M
49.2K $8.29B
AR
Antero Resources Corp

Energy
52.1K
New
$25.54 - $35.52 $1.33M - $1.85M
52.1K $1.83B
ABCB
Ameris Bancorp

Financial Services
14.9K
New
$60.0 - $72.37 $896K - $1.08M
14.9K $935M
BTU
Peabody Energy Corp

Energy
26.1K
New
$19.81 - $29.8 $517K - $777K
26.1K $546M
Alpha Architect 1 3
4.76K
New
N/A
4.76K $524M
ET
Energy Transfer LP

Energy
23.9K
New
$16.05 - $19.86 $384K - $475K
23.9K $468M
WFC
Wells Fargo & Company

Financial Services
5.45K
New
$54.98 - $77.35 $300K - $422K
5.45K $383M
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
SCHX
Schwab Strategic Tr Us Large C

ETFs
15.1K
New
$22.4 - $68.28 $337K - $1.03M
15.1K $349M
MRVL
Marvell Technology, Inc.

Technology
2.87K
New
$70.31 - $124.78 $202K - $358K
2.87K $317M
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
DE
Deere & CO

Industrials
620
New
$389.45 - $466.0 $241K - $289K
620 $263M
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
LHX
L3 Harris Technologies, Inc.

Industrials
1.12K
New
$208.94 - $264.22 $233K - $295K
1.12K $235M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.15K
New
$172.07 - $207.36 $198K - $238K
1.15K $227M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3.27K
New
$63.19 - $73.31 $207K - $240K
3.27K $225M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2.8K
New
$78.43 - $87.17 $220K - $244K
2.8K $225M
FISV
Fiserv Inc

Technology
1.08K
New
N/A
1.08K $222M
EMR
Emerson Electric CO

Industrials
1.75K
New
$108.13 - $134.33 $189K - $234K
1.75K $216M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.42K
New
$148.29 - $166.93 $210K - $237K
1.42K $211M
MO
Altria Group, Inc.

Consumer Defensive
4.03K
New
$49.06 - $57.74 $198K - $233K
4.03K $211M
AMAT
Applied Materials Inc

Technology
1.28K
New
$161.44 - $213.89 $207K - $274K
1.28K $209M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
4.97K
New
$40.82 - $45.39 $203K - $226K
4.97K $207M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.51K
New
$81.68 - $82.93 $205K - $208K
2.51K $206M
DFAT
Dimensional ETF Tr U S Target

ETFs
3.69K
New
$54.54 - $61.04 $201K - $225K
3.69K $205M
MAIN
Main Street Capital Corp

Financial Services
3.5K
New
$49.95 - $58.58 $175K - $205K
3.5K $205M
Avantis All Intrnl Mkt
3.74K
New
N/A
3.74K $205M
OXY
Occidental Petroleum Corp

Energy
4.14K
New
$45.36 - $55.91 $188K - $231K
4.14K $205M
XLP
Consumer Staples Sector Spdr

ETFs
2.58K
New
N/A
2.58K $203M
Kayne Anderson Bdc Inc
10.1K
New
N/A
10.1K $168M
CRF
Cornerstone Total Return Fund Inc

Financial Services
16K
New
$8.02 - $9.66 $128K - $155K
16K $139M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
16K
New
$7.67 - $9.21 $123K - $147K
16K $137M
Paladin Energy LTD Ordf
17.7K
New
N/A
17.7K $83M
PANR.L
Pantheon Resources PLC

Energy
142K
New
N/A
142K $53.5M
TGB
Taseko Mines LTD

Basic Materials
15.6K
New
$1.91 - $2.65 $29.9K - $41.5K
15.6K $30.3M
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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