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
XLF
Financial Sector Spdr

ETFs
-1.24K
- 16.6%
$43.92 - $52.37 $54.5K - $65K
6.24K $327M
V
Visa Inc.

Financial Services
-166
- 5.66%
$308.27 - $373.31 $51.2K - $62K
2.77K $983M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-1.64K
- 5.64%
$32.62 - $33.58 $53.3K - $54.9K
27.4K $918M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.14K
- 16.31%
$51.16 - $62.02 $58.2K - $70.5K
5.84K $362M
NEE
Nextera Energy Inc

Utilities
-528
- 10.4%
$64.11 - $75.0 $33.9K - $39.6K
4.55K $316M
MA
Mastercard Inc

Financial Services
-104
- 9.47%
$479.92 - $590.74 $49.9K - $61.4K
994 $559M
AFL
Aflac Inc

Financial Services
-245
- 8.44%
$99.77 - $112.45 $24.4K - $27.6K
2.66K $280M
VBK
Vanguard Small Cap Growth ETF

ETFs
-324
- 16.65%
$219.76 - $276.94 $71.2K - $89.7K
1.62K $449M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-505
- 10.76%
$81.46 - $94.63 $41.1K - $47.8K
4.19K $396M
UL
Unilever PLC

Consumer Defensive
-939
- 6.81%
$57.9 - $65.43 $54.4K - $61.4K
12.8K $786M
IYW
Ishares Dj Us Tech ETF

ETFs
-608
- 27.35%
$122.57 - $173.27 $74.5K - $105K
1.62K $280M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.92K
- 18.7%
$22.27 - $29.21 $87.2K - $114K
17K $497M
CSCO
Cisco Systems, Inc.

Technology
-1.35K
- 14.21%
$53.19 - $69.38 $72K - $93.9K
8.17K $567M
PID
Invesco Exchange Traded Fd Tr

ETFs
-2.7K
- 11.02%
N/A
21.8K $447M
AR
Antero Resources Corp

Energy
-262
- 0.56%
$31.92 - $43.78 $8.36K - $11.5K
46.5K $1.87B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.19K
- 14.52%
$19.6 - $24.44 $42.9K - $53.5K
12.9K $315M
MSI
Motorola Solutions, Inc.

Technology
-5
- 0.66%
$394.72 - $440.39 $1.97K - $2.2K
752 $316M
RTX
Raytheon Technologies Corp

Industrials
-754
- 10.62%
$113.75 - $148.48 $85.8K - $112K
6.34K $926M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.78K
- 10.66%
$20.42 - $25.3 $36.4K - $45.1K
14.9K $378M
BTU
Peabody Energy Corp

Energy
-794
- 3.32%
$10.31 - $15.28 $8.19K - $12.1K
23.1K $311M
COST
Costco Wholesale Corp

Consumer Defensive
-76
- 5.36%
$908.13 - $1056.85 $69K - $80.3K
1.34K $1.33B
NVO
Novo Nordisk A S

Healthcare
-149
- 4.09%
$58.08 - $81.05 $8.65K - $12.1K
3.49K $241M
TJX
Tjx Companies Inc

Consumer Cyclical
-109
- 5.85%
$119.13 - $135.03 $13K - $14.7K
1.75K $217M
ABT
Abbott Laboratories

Healthcare
-106
- 5.06%
$123.95 - $138.08 $13.1K - $14.6K
1.99K $270M
XLI
Industrial Sector Spdr

ETFs
-239
- 12.94%
$116.42 - $147.52 $27.8K - $35.3K
1.61K $237M
XLP
Consumer Staples Sector Spdr

ETFs
-8
- 0.31%
N/A
2.57K $208M
ICE
Intercontinental Exchange, Inc.

Financial Services
-83
- 6.65%
$151.62 - $183.47 $12.6K - $15.2K
1.17K $214M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-55
- 4.31%
$376.48 - $440.65 $20.7K - $24.2K
1.22K $538M
GLD
Spdr Gold Trust

ETFs
-35
- 4.44%
$273.71 - $316.29 $9.58K - $11.1K
754 $230M
CRM
Salesforce, Inc.

Technology
-24
- 1.12%
$236.26 - $291.15 $5.67K - $6.99K
2.13K $580M
WDAY
Workday, Inc.

Technology
-45
- 1.81%
$210.47 - $274.71 $9.47K - $12.4K
2.44K $586M
NSC
Norfolk Southern Corp

Industrials
-112
- 6.17%
$206.34 - $257.46 $23.1K - $28.8K
1.7K $436M
XLY
Select Sector Spdr Consumer Di

ETFs
-99
- 6.66%
$176.34 - $218.59 $17.5K - $21.6K
1.39K $301M
IXUS
Ishares Tr

ETFs
-321
- 7.13%
$62.37 - $77.63 $20K - $24.9K
4.18K $323M
ABC
Amerisourcebergen Corp

Healthcare
-23
- 3.15%
N/A
708 $212M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.45K
- 8.17%
$17.76 - $22.1 $25.7K - $31.9K
16.2K $359M
AMD
Advanced Micro Devices Inc

Technology
-490
- 24.37%
$78.21 - $143.81 $38.3K - $70.5K
1.52K $216M
TXN
Texas Instruments Inc

Technology
-126
- 9.91%
N/A
1.15K $238M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-560
- 7.52%
$55.5 - $69.0 $31.1K - $38.6K
6.89K $475M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-357
- 4.56%
$26.38 - $32.66 $9.42K - $11.7K
7.48K $244M
FNDX
Schwab Fundamental U S Large C

ETFs
-98
- 0.61%
$20.84 - $24.54 $2.04K - $2.4K
16.1K $394M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-532
- 3.5%
$22.92 - $28.05 $12.2K - $14.9K
14.7K $412M
XYL
Xylem Inc.

Industrials
-69
- 2.87%
$102.86 - $129.5 $7.1K - $8.94K
2.33K $302M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-26
- 0.85%
$65.84 - $80.81 $1.71K - $2.1K
3.04K $244M
RF
Regions Financial Corp

Financial Services
-423
- 2.73%
$18.34 - $23.52 $7.76K - $9.95K
15.1K $354M
DFIV
Dimensional ETF Tr

ETFs
-412
- 4.0%
$34.67 - $43.21 $14.3K - $17.8K
9.89K $424M
TFC
Truist Financial Corp

Financial Services
-420
- 2.05%
$34.79 - $42.99 $14.6K - $18.1K
20K $862M
SPMD
Spdr Portfolio

ETFs
-820
- 4.0%
$44.89 - $54.38 $36.8K - $44.6K
19.7K $1.07B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-6.23K
- 7.29%
$34.72 - $42.74 $216K - $266K
79.2K $3.39B
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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