Bip Wealth, LLC Reduced Holdings in Q2 2025

Bip Wealth, LLC

  • $1.62 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-292K
- 5.06%
$50.28 - $50.47 $14.7M - $14.7M
5.47M $275B
DAVA
Endava PLC

Technology
-400
- 0.37%
$13.81 - $21.5 $5.52K - $8.6K
107K $1.64B
PG
Procter & Gamble CO

Consumer Defensive
-1.78K
- 20.24%
$157.66 - $172.39 $280K - $307K
7.01K $1.12B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-2.76K
- 2.01%
$38.81 - $44.28 $107K - $122K
134K $5.69B
JNJ
Johnson & Johnson

Healthcare
-1.07K
- 13.09%
$146.36 - $159.82 $157K - $171K
7.13K $1.09B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-5.84K
- 11.06%
$43.28 - $50.37 $253K - $294K
47K $2.35B
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-5.03K
- 38.85%
$44.42 - $51.46 $223K - $259K
7.91K $406M
CVX
Chevron Corp

Energy
-181
- 2.35%
$133.73 - $168.51 $24.2K - $30.5K
7.53K $1.08B
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-7.41K
- 21.23%
$25.57 - $26.34 $189K - $195K
27.5K $716M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-5.55K
- 28.81%
$35.35 - $42.68 $196K - $237K
13.7K $584M
AMGN
Amgen Inc

Healthcare
-445
- 27.73%
$262.28 - $309.85 $117K - $138K
1.16K $324M
ABBV
Abb Vie Inc.

Healthcare
-508
- 16.48%
$170.16 - $206.27 $86.4K - $105K
2.58K $478M
IWD
Ishares Russell 1000 Val ETF

ETFs
-910
- 36.96%
$166.82 - $194.23 $152K - $177K
1.55K $301M
DVY
Ishares Tr

ETFs
-1.11K
- 19.46%
$118.37 - $134.86 $131K - $149K
4.57K $607M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-968
- 38.2%
$152.93 - $181.74 $148K - $176K
1.57K $285M
AVLV
American Centy ETF Tr Avantis
-2.59K
- 34.54%
$56.85 - $68.21 $147K - $177K
4.91K $335M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.82K
- 40.68%
$77.74 - $78.78 $142K - $144K
2.66K $209M
MRK
Merck & Co., Inc.

Healthcare
-1.08K
- 20.54%
$73.47 - $87.12 $79.1K - $93.8K
4.17K $330M
LLY
Eli Lilly & CO

Healthcare
-120
- 11.94%
$713.71 - $898.95 $85.6K - $108K
885 $690M
IWN
Ishares Russell2000 Val ETF

ETFs
-1.07K
- 23.38%
$131.84 - $157.76 $141K - $168K
3.5K $552M
EFG
Msci Eafe Growth ETF

ETFs
-2.26K
- 22.6%
$89.8 - $112.0 $203K - $254K
7.76K $869M
DUK
Duke Energy Corp

Utilities
-973
- 25.86%
$112.46 - $124.05 $109K - $121K
2.79K $329M
Smurfit Westrock PLC F
-2
- -0.0%
N/A
62.6K $2.7B
WFC
Wells Fargo & Company

Financial Services
-2K
- 35.86%
$60.98 - $80.12 $122K - $160K
3.57K $286M
CMCSA
Comcast Corp

Communication Services
-2.77K
- 29.99%
$32.84 - $36.72 $90.8K - $102K
6.46K $230M
MCD
Mcdonalds Corp

Consumer Cyclical
-251
- 13.96%
$285.55 - $321.23 $71.7K - $80.6K
1.55K $452M
DIS
Walt Disney CO

Communication Services
-1.6K
- 45.16%
$81.72 - $124.01 $131K - $199K
1.94K $241M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-2.74K
- 35.66%
$50.48 - $64.85 $138K - $178K
4.95K $321M
EPD
Enterprise Products Partners L.P.

Energy
-905
- 3.76%
$28.95 - $34.22 $26.2K - $31K
23.2K $719M
VO
Vanguard Mid Cap ETF

ETFs
-585
- 20.12%
$228.54 - $279.83 $134K - $164K
2.32K $650M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.13K
- 33.42%
$53.65 - $67.02 $114K - $143K
4.25K $285M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.96K
- 38.38%
$55.54 - $69.09 $109K - $135K
3.14K $217M
VOE
Vanguard Mid Cap Value Index F

ETFs
-663
- 26.96%
$141.87 - $164.49 $94.1K - $109K
1.8K $295M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.07K
- 15.06%
$49.57 - $50.27 $103K - $104K
11.7K $587M
CB
Chubb LTD

Financial Services
-289
- 25.73%
$274.32 - $302.46 $79.3K - $87.4K
834 $242M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.54K
- 4.52%
$114.78 - $133.31 $291K - $338K
53.6K $7.14B
COP
Conocophillips

Energy
-319
- 8.08%
$82.66 - $106.1 $26.4K - $33.8K
3.63K $326M
SO
Southern CO

Utilities
-940
- 7.87%
$84.91 - $92.56 $79.8K - $87K
11K $1.01B
IVE
Ishares S&P 500 Value ETF

ETFs
-495
- 19.05%
$168.34 - $195.42 $83.3K - $96.7K
2.1K $411M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-4.4K
- 12.77%
$49.48 - $61.22 $218K - $269K
30.1K $1.83B
T
At&T Inc.

Communication Services
-3.1K
- 15.07%
$26.33 - $28.94 $81.7K - $89.8K
17.5K $506M
DE
Deere & CO

Industrials
-184
- 29.58%
$412.99 - $531.48 $76K - $97.8K
438 $223M
Avantis All Intrnl Mkt
-1.67K
- 27.81%
N/A
4.34K $284M
RWO
Spdr Dow Jones Global Real Est

ETFs
-1.87K
- 6.13%
$38.85 - $45.0 $72.5K - $84K
28.6K $1.26B
ACN
Accenture PLC

Technology
-28
- 0.63%
$279.23 - $323.21 $7.82K - $9.05K
4.44K $1.33B
SBUX
Starbucks Corp

Consumer Cyclical
-519
- 18.8%
$79.69 - $99.41 $41.4K - $51.6K
2.24K $205M
NKE
Nike, Inc.

Consumer Cyclical
-1.49K
- 26.08%
$53.27 - $72.04 $79.1K - $107K
4.21K $299M
VHT
Vanguard Health Care ETF

ETFs
-78
- 3.01%
$236.71 - $261.92 $18.5K - $20.4K
2.51K $624M
VNQ
Vanguard Specialized Funds Van

ETFs
-517
- 5.95%
$79.79 - $91.42 $41.3K - $47.3K
8.18K $728M
Activity Summary
Buys All Purchases 101 New Holdings 16 Increased Positions 85 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 0 Puts 0
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