Bip Wealth, LLC Reduced Holdings in Q1 2025

Bip Wealth, LLC

  • $1.53 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-45.9K
- 8.04%
$49.78 - $53.19 $2.28M - $2.44M
525K $26.8B
AAPL
Apple Inc.

Technology
-1.33K
- 2.14%
$209.68 - $247.1 $278K - $328K
60.6K $13.5B
DGS
Wisdomtree Emerging Markets Sm

ETFs
-36.1K
- 13.63%
$47.4 - $50.24 $1.71M - $1.81M
228K $11B
EWX
Spdr S&P Emerging Markets Smal

ETFs
-9.36K
- 7.89%
$55.48 - $59.47 $519K - $557K
109K $6.19B
IVV
Ishares Core S&P 500 ETF

ETFs
-509
- 3.59%
$554.06 - $615.85 $282K - $313K
13.7K $7.68B
MSFT
Microsoft Corp

Technology
-4
- 0.03%
$375.39 - $447.2 $1.5K - $1.79K
14K $5.26B
AMZN
Amazon Com Inc

Consumer Cyclical
-512
- 2.71%
$190.26 - $242.06 $97.4K - $124K
18.4K $3.49B
Smurfit Westrock PLC F
-500
- 0.79%
N/A
62.6K $2.82B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-5.04K
- 8.24%
$126.11 - $135.06 $635K - $680K
56.1K $7.24B
VV
Vanguard Large Cap ETF

ETFs
-306
- 0.83%
$253.32 - $282.66 $77.5K - $86.5K
36.4K $9.36B
HD
Home Depot, Inc.

Consumer Cyclical
-75
- 0.4%
$347.25 - $424.87 $26K - $31.9K
18.7K $6.84B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-17.6K
- 21.88%
$22.25 - $23.0 $391K - $404K
62.7K $1.44B
VXF
Vanguard Extended Market ETF

ETFs
-12
- 0.07%
$170.36 - $201.04 $2.04K - $2.41K
16.7K $2.88B
CRM
Salesforce, Inc.

Technology
-459
- 17.58%
$268.36 - $359.95 $123K - $165K
2.15K $577M
DNL
Wiswisdomtree Tr

ETFs
-5.7K
- 2.23%
$35.56 - $38.21 $203K - $218K
250K $8.92B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-9.45K
- 9.96%
$37.07 - $40.63 $350K - $384K
85.5K $3.36B
GOOGL
Alphabet Inc.

Communication Services
-10
- 0.14%
$154.33 - $206.19 $1.54K - $2.06K
7.29K $1.13B
ORCL
Oracle Corp

Technology
-126
- 1.62%
$139.81 - $186.47 $17.6K - $23.5K
7.68K $1.07B
BTU
Peabody Energy Corp

Energy
-2.15K
- 8.24%
$12.48 - $20.86 $26.8K - $44.8K
23.9K $324M
VTV
Vanguard Value ETF

ETFs
-8.19K
- 2.36%
$167.73 - $179.21 $1.37M - $1.47M
339K $58.6B
SPMD
Spdr Portfolio

ETFs
-2.63K
- 11.37%
$50.21 - $57.73 $132K - $152K
20.5K $1.05B
ACN
Accenture PLC

Technology
-100
- 2.19%
$300.91 - $398.25 $30.1K - $39.8K
4.46K $1.39B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.86K
- 12.93%
$40.03 - $46.81 $114K - $134K
19.3K $785M
ACWI
Ishares Msci Acwi ETF

ETFs
-1.09K
- 1.54%
$115.16 - $124.13 $126K - $135K
69.8K $8.13B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-223
- 0.38%
$64.88 - $72.1 $14.5K - $16.1K
58.4K $3.84B
XLK
Technology Sector Spdr

ETFs
-298
- 6.06%
$206.38 - $242.18 $61.5K - $72.2K
4.62K $954M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-449
- 19.74%
$302.31 - $337.54 $136K - $152K
1.83K $560M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-110
- 4.15%
$468.34 - $539.52 $51.5K - $59.3K
2.54K $1.19B
GPN
Global Payments Inc

Industrials
-5
- 0.04%
$92.18 - $113.03 $461 - $565
11.2K $1.1B
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-3.13K
- 19.48%
$48.29 - $51.95 $151K - $163K
12.9K $642M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-11.8K
- 3.62%
$42.5 - $46.71 $499K - $549K
313K $14.2B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-939
- 25.86%
$128.74 - $138.67 $121K - $130K
2.69K $365M
PFE
Pfizer Inc

Healthcare
-3.86K
- 32.55%
$25.01 - $27.13 $96.5K - $105K
8K $203M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-687
- 1.28%
$48.02 - $53.02 $33K - $36.4K
52.8K $2.62B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-5.8K
- 4.06%
$42.18 - $45.16 $245K - $262K
137K $6.06B
META
Meta Platforms, Inc.

Communication Services
-151
- 6.15%
$576.36 - $736.67 $87K - $111K
2.31K $1.33B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-66
- 3.23%
$360.07 - $417.26 $23.8K - $27.5K
1.98K $715M
ETN
Eaton Corp PLC

Industrials
-126
- 10.66%
$271.83 - $371.23 $34.3K - $46.8K
1.06K $287M
NKE
Nike, Inc.

Consumer Cyclical
-264
- 4.43%
$63.29 - $81.72 $16.7K - $21.6K
5.7K $362M
BAC
Bank Of America Corp

Financial Services
-892
- 3.99%
$39.61 - $47.74 $35.3K - $42.6K
21.5K $897M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-4.63K
- 11.72%
$25.21 - $26.38 $117K - $122K
34.9K $920M
IWV
Ishares Russell 3000 ETF

ETFs
-19
- 0.43%
$313.1 - $349.83 $5.95K - $6.65K
4.42K $1.4B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-829
- 10.63%
$57.21 - $65.8 $47.4K - $54.5K
6.97K $407M
AMT
American Tower Corp

Real Estate
-1.3K
- 21.69%
$173.46 - $217.6 $226K - $284K
4.71K $1.02B
MRK
Merck & Co., Inc.

Healthcare
-263
- 4.78%
$83.01 - $101.02 $21.8K - $26.6K
5.24K $471M
ABCB
Ameris Bancorp

Financial Services
-4
- 0.03%
$55.56 - $68.47 $222 - $274
14.9K $860M
RF
Regions Financial Corp

Financial Services
-1.42K
- 8.43%
$20.84 - $24.77 $29.7K - $35.3K
15.5K $336M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-319
- 11.18%
$169.43 - $182.84 $54K - $58.3K
2.53K $439M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-40
- 0.56%
$101.98 - $115.66 $4.08K - $4.63K
7.07K $724M
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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