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
UPS
United Parcel Service Inc

Industrials
-116
- 4.0%
$109.66 - $136.26 $12.7K - $15.8K
2.78K $306M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-2.22K
- 7.12%
$32.5 - $33.3 $72.2K - $74K
29K $963M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-1.19K
- 17.75%
$47.59 - $48.35 $56.5K - $57.4K
5.51K $266M
RWO
Spdr Dow Jones Global Real Est

ETFs
-1.71K
- 5.32%
$41.41 - $45.24 $70.8K - $77.4K
30.4K $1.33B
TFC
Truist Financial Corp

Financial Services
-65
- 0.32%
$39.48 - $48.15 $2.57K - $3.13K
20.5K $842M
WMT
Walmart Inc.

Consumer Defensive
-35
- 0.2%
$84.5 - $105.05 $2.96K - $3.68K
17.4K $1.53B
CARR
Carrier Global Corp

Industrials
-415
- 9.55%
$62.07 - $70.55 $25.8K - $29.3K
3.93K $249M
ABT
Abbott Laboratories

Healthcare
-778
- 27.1%
$111.1 - $140.22 $86.4K - $109K
2.09K $278M
LLY
Eli Lilly & CO

Healthcare
-131
- 11.53%
$725.72 - $929.72 $95.1K - $122K
1.01K $830M
SCHW
Schwab Charles Corp

Financial Services
-1.57K
- 8.59%
$71.24 - $83.64 $112K - $131K
16.7K $1.31B
OEF
Ishares S&P 100 ETF

ETFs
-75
- 6.42%
N/A
1.09K $296M
PG
Procter & Gamble CO

Consumer Defensive
-390
- 4.25%
$158.56 - $176.26 $61.8K - $68.7K
8.79K $1.5B
MSI
Motorola Solutions, Inc.

Technology
-28
- 3.57%
$411.73 - $482.1 $11.5K - $13.5K
757 $331M
MBB
Ishares Tr

ETFs
-391
- 14.52%
$90.37 - $94.08 $35.3K - $36.8K
2.3K $216M
PEP
Pepsico Inc

Consumer Defensive
-151
- 4.13%
$142.64 - $156.42 $21.5K - $23.6K
3.51K $526M
DVY
Ishares Tr

ETFs
-350
- 5.81%
$128.58 - $138.1 $45K - $48.3K
5.68K $762M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-151
- 1.93%
$55.05 - $58.37 $8.31K - $8.81K
7.69K $427M
ET
Energy Transfer LP

Energy
-183
- 0.77%
$17.26 - $21.08 $3.16K - $3.86K
23.7K $441M
COST
Costco Wholesale Corp

Consumer Defensive
-76
- 5.08%
$890.62 - $1076.86 $67.7K - $81.8K
1.42K $1.34B
IWD
Ishares Russell 1000 Val ETF

ETFs
-181
- 6.85%
$182.82 - $196.21 $33.1K - $35.5K
2.46K $463M
TXN
Texas Instruments Inc

Technology
-58
- 4.36%
N/A
1.27K $229M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-305
- 6.37%
$76.94 - $78.28 $23.5K - $23.9K
4.48K $351M
CMCSA
Comcast Corp

Communication Services
-348
- 3.64%
$33.19 - $38.23 $11.6K - $13.3K
9.22K $340M
LOW
Lowes Companies Inc

Consumer Cyclical
-7
- 0.74%
$222.66 - $268.42 $1.56K - $1.88K
935 $218M
NEE
Nextera Energy Inc

Utilities
-142
- 2.72%
$66.96 - $76.16 $9.51K - $10.8K
5.08K $360M
ARCC
Ares Capital Corp

Financial Services
-767
- 2.93%
$21.28 - $23.81 $16.3K - $18.3K
25.4K $564M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-174
- 5.31%
$66.3 - $74.17 $11.5K - $12.9K
3.1K $215M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-54
- 1.14%
$90.0 - $96.32 $4.86K - $5.2K
4.69K $433M
INTU
Intuit Inc

Technology
-1
- 0.27%
$555.63 - $630.23 $556 - $630
375 $230M
FTNT
Fortinet, Inc.

Technology
-111
- 3.27%
$92.49 - $114.57 $10.3K - $12.7K
3.28K $316M
LHX
L3 Harris Technologies, Inc.

Industrials
-17
- 1.52%
$194.65 - $222.86 $3.31K - $3.79K
1.1K $230M
OXY
Occidental Petroleum Corp

Energy
-50
- 1.21%
$45.45 - $52.7 $2.27K - $2.64K
4.09K $202M
EFG
Msci Eafe Growth ETF

ETFs
-353
- 3.4%
$96.1 - $106.37 $33.9K - $37.5K
10K $1B
MPC
Marathon Petroleum Corp

Energy
-39
- 2.68%
$134.72 - $159.03 $5.25K - $6.2K
1.42K $206M
ICE
Intercontinental Exchange, Inc.

Financial Services
-169
- 11.92%
$142.8 - $176.36 $24.1K - $29.8K
1.25K $215M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.49K
- 4.17%
$59.28 - $66.1 $88.4K - $98.6K
34.2K $2.18B
IEMG
Ishares Inc

ETFs
-292
- 2.48%
N/A
11.5K $619M
IYR
Ishares Tr

ETFs
-18
- 0.66%
$89.49 - $98.98 $1.61K - $1.78K
2.69K $257M
UNH
Unitedhealth Group Inc

Healthcare
-12
- 1.42%
$461.52 - $548.18 $5.54K - $6.58K
832 $436M
AIVI
Kemiao Garment Holding Group

ETFs
-5.42K
- 9.79%
$38.61 - $44.96 $209K - $243K
49.9K $2.19B
V
Visa Inc.

Financial Services
-264
- 8.26%
$306.92 - $362.71 $81K - $95.8K
2.93K $1.03B
JPM
Jpmorgan Chase & CO

Financial Services
-26
- 0.55%
$225.19 - $279.95 $5.85K - $7.28K
4.66K $1.14B
MA
Mastercard Inc

Financial Services
-7
- 0.63%
$504.67 - $576.31 $3.53K - $4.03K
1.1K $602M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-12.4K
- 5.91%
$33.84 - $37.77 $421K - $470K
198K $7.21B
MCD
Mcdonalds Corp

Consumer Cyclical
-20
- 1.1%
$279.74 - $321.29 $5.59K - $6.43K
1.8K $562M
AR
Antero Resources Corp

Energy
-5.35K
- 10.26%
$33.64 - $41.42 $180K - $221K
46.7K $1.89B
IBM
International Business Machines Corp

Technology
-96
- 2.89%
$217.4 - $264.74 $20.9K - $25.4K
3.23K $803M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-6
- 0.04%
$25.2 - $68.74 $151 - $412
15K $445M
ABBV
Abb Vie Inc.

Healthcare
-66
- 2.1%
$169.2 - $216.66 $11.2K - $14.3K
3.08K $646M
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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