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
OEF
Ishares S&P 100 ETF

ETFs
-47
- 4.3%
N/A
1.05K $318M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-339
- 7.39%
$106.81 - $136.49 $36.2K - $46.3K
4.25K $580M
CAT
Caterpillar Inc

Industrials
-37
- 5.38%
$273.94 - $388.21 $10.1K - $14.4K
651 $253M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-327
- 12.88%
$416.06 - $551.64 $136K - $180K
2.21K $1.22B
FTNT
Fortinet, Inc.

Technology
-7
- 0.21%
$84.71 - $108.69 $593 - $761
3.27K $346M
EMR
Emerson Electric CO

Industrials
-100
- 5.37%
$94.15 - $133.33 $9.42K - $13.3K
1.76K $235M
LNG
Cheniere Energy, Inc.

Energy
-50
- 1.41%
$197.25 - $244.33 $9.86K - $12.2K
3.5K $851M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-367
- 11.26%
$139.8 - $197.22 $51.3K - $72.4K
2.89K $570M
AXP
American Express CO

Financial Services
-21
- 2.03%
$231.39 - $318.98 $4.86K - $6.7K
1.01K $322M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-8.77K
- 8.02%
$49.89 - $62.13 $437K - $545K
101K $6.24B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-28
- 1.53%
$272.36 - $339.57 $7.63K - $9.51K
1.8K $610M
IBM
International Business Machines Corp

Technology
-327
- 10.12%
$221.03 - $294.78 $72.3K - $96.4K
2.9K $856M
MCK
Mckesson Corp

Healthcare
-144
- 5.21%
$652.83 - $732.78 $94K - $106K
2.62K $1.92B
INTU
Intuit Inc

Technology
-4
- 1.07%
$544.07 - $787.63 $2.18K - $3.15K
371 $292M
MAR
Marriott International Inc

Consumer Cyclical
-114
- 4.02%
$211.12 - $274.14 $24.1K - $31.3K
2.72K $744M
VGT
Vanguard Information Technolog

ETFs
-169
- 10.86%
$470.37 - $663.28 $79.5K - $112K
1.39K $920M
BAC
Bank Of America Corp

Financial Services
-904
- 4.21%
$34.39 - $47.46 $31.1K - $42.9K
20.6K $974M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-69
- 3.49%
$320.42 - $424.58 $22.1K - $29.3K
1.91K $811M
PWR
Quanta Services, Inc.

Industrials
-18
- 2.14%
$239.47 - $381.26 $4.31K - $6.86K
824 $312M
VEA
Vanguard Ftse Developed Market

ETFs
-262
- 1.4%
$45.65 - $57.01 $12K - $14.9K
18.5K $1.05B
ABCB
Ameris Bancorp

Financial Services
-74
- 0.5%
$50.69 - $64.92 $3.75K - $4.8K
14.9K $961M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-10.6K
- 2.02%
$45.11 - $52.34 $479K - $555K
514K $26.9B
REET
Ishares Global Reit ETF

ETFs
-3.35K
- 0.74%
$21.59 - $25.16 $72.3K - $84.3K
448K $11.1B
NFLX
Netflix Inc

Communication Services
-57
- 11.97%
$855.86 - $1339.13 $48.8K - $76.3K
419 $561M
PHYS
Sprott Physical Gold Trust

Financial Services
-612
- 0.59%
$22.82 - $26.29 $14K - $16.1K
104K $2.63B
AIVI
Kemiao Garment Holding Group

ETFs
-1.79K
- 3.59%
$39.72 - $49.07 $71.2K - $88K
48.1K $2.32B
IWV
Ishares Russell 3000 ETF

ETFs
-5
- 0.11%
$281.67 - $351.0 $1.41K - $1.76K
4.41K $1.55B
XLK
Technology Sector Spdr

ETFs
-209
- 4.53%
$179.73 - $253.23 $37.6K - $52.9K
4.41K $1.12B
VIG
Vanguard Dividend Appreciation

ETFs
-883
- 2.68%
N/A
32.1K $6.57B
EFV
Msci Eafe Value ETF

ETFs
-8.81K
- 5.0%
$52.4 - $64.65 $462K - $570K
167K $10.6B
TSLA
Tesla, Inc.

Consumer Cyclical
-28
- 0.61%
$221.86 - $362.89 $6.21K - $10.2K
4.55K $1.44B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-475
- 1.39%
$57.14 - $72.68 $27.1K - $34.5K
33.8K $2.45B
DGS
Wisdomtree Emerging Markets Sm

ETFs
-23.3K
- 10.21%
$43.34 - $55.24 $1.01M - $1.29M
205K $11.3B
VXF
Vanguard Extended Market ETF

ETFs
-202
- 1.21%
$150.43 - $192.71 $30.4K - $38.9K
16.5K $3.18B
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-15.5K
- 4.79%
$49.55 - $60.46 $769K - $939K
309K $18.4B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-6.57K
- 3.32%
$32.66 - $40.75 $215K - $268K
192K $7.76B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-10.9K
- 3.47%
$39.89 - $49.46 $433K - $537K
302K $14.9B
DNL
Wiswisdomtree Tr

ETFs
-8.46K
- 3.38%
$32.16 - $40.27 $272K - $341K
242K $9.73B
VV
Vanguard Large Cap ETF

ETFs
-169
- 0.46%
$228.25 - $285.3 $38.6K - $48.2K
36.2K $10.3B
EEM
Ishares Msci Emerging Markets

ETFs
-5.63K
- 1.85%
$38.52 - $48.28 $217K - $272K
299K $14.4B
IWM
Ishares Russell 2000 ETF

ETFs
-600
- 0.61%
$174.82 - $215.79 $105K - $129K
97.8K $21.1B
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-8.25K
- 2.92%
$59.57 - $75.11 $492K - $620K
275K $20.6B
VEU
Vanguard Ftse All World Ex Us

ETFs
-9.62K
- 1.51%
$54.19 - $67.22 $521K - $646K
628K $42.2B
VT
Vanguard Total World Stk Index

ETFs
-570
- 0.17%
$103.16 - $128.52 $58.8K - $73.3K
331K $42.6B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-7.3K
- 1.12%
$72.96 - $90.39 $532K - $660K
644K $57.6B
STRL
Sterling Construction CO Inc

Industrials
-3.98K
- 8.06%
$104.96 - $231.51 $418K - $921K
45.4K $10.5B
SPY
Spdr S&P 500 ETF Trust

ETFs
-6.78K
- 1.27%
$496.48 - $617.85 $3.37M - $4.19M
529K $327B
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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