Bip Wealth, LLC Portfolio Holdings

Bip Wealth, LLC

  • $1.53 Trillion
  • Q1 2025

Bip Wealth, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.53 Trillion distributed in 285 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $299B, Wisdomtree Floating Rate Treas with a value of $290B, Ishares Treasury Floating Rate with a value of $91.9B, Vanguard Total Stock Market Et with a value of $80.3B, and Vanguard Value ETF with a value of $58.6B.

Examining the 13F form we can see an increase of $39.8B in the current position value, from $1.49T to 1.53T.

Bip Wealth, LLC is based out at Atlanta, GA

Below you can find more details about Bip Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.53 Trillion
ETFs: $93.9 Billion
Technology: $32.4 Billion
Financial Services: $21.4 Billion
Industrials: $16.9 Billion
Consumer Cyclical: $13.8 Billion
Consumer Defensive: $10.2 Billion
Energy: $9.57 Billion
Healthcare: $8.02 Billion
Other: $9.05 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$13.5 Billion 0.88% of portfolio
60,624
Q1 2025 Reduced 2.14%
$380B
$6.84 Billion 0.45% of portfolio
18,666
Q1 2025 Reduced 0.4%
$7.33B
$5.59 Billion 0.36% of portfolio
49,345
Q1 2025 Added 0.29%
$3.77T
$5.26 Billion 0.34% of portfolio
14,001
Q1 2025 Reduced 0.03%
$3.79B
$4.95 Billion 0.32% of portfolio
219,745
Q1 2023 New
$622B
$4.04 Billion 0.26% of portfolio
7,594
Q1 2025 Added 0.57%
$2.32T
$3.49 Billion 0.23% of portfolio
18,361
Q1 2025 Reduced 2.71%
-
$3.36 Billion 0.22% of portfolio
-
Q1 2025 Added 67.16%
$416B
$2.98 Billion 0.19% of portfolio
27,475
Q1 2025 Added 7.66%
$7.44B
$2.87 Billion 0.19% of portfolio
30,969
Q1 2025 Added 0.01%
$301B
$2.81 Billion 0.18% of portfolio
39,203
Q1 2025 Added 1.2%
$0
$2.51 Billion 0.16% of portfolio
104,482
Q4 2024 Added 0.59%
$452B
$2.27 Billion 0.15% of portfolio
19,069
Q1 2025 Reduced 1.99%
$809M
$2.1 Billion 0.14% of portfolio
107,775
Q4 2024 Reduced 2.51%
$102B
$1.86 Billion 0.12% of portfolio
2,764
Q1 2025 Reduced 7.5%
$9.96B
$1.89 Billion 0.12% of portfolio
46,745
Q1 2025 Reduced 10.26%
$375B
$1.5 Billion 0.1% of portfolio
8,785
Q1 2025 Reduced 4.25%
$1.58T
$1.33 Billion 0.09% of portfolio
2,306
Q1 2025 Reduced 6.15%
$173B
$1.31 Billion 0.09% of portfolio
16,689
Q1 2025 Reduced 8.59%
$417B
$1.34 Billion 0.09% of portfolio
1,419
Q1 2025 Reduced 5.08%
$439B
$1.36 Billion 0.09% of portfolio
8,198
Q1 2025 Added 6.95%
$181B
$1.39 Billion 0.09% of portfolio
4,463
Q1 2025 Reduced 2.19%
$1.05T
$1.19 Billion 0.08% of portfolio
4,573
Q1 2025 Added 1.83%
$294B
$1.29 Billion 0.08% of portfolio
7,711
Q1 2025 Added 0.94%
$8.67B
$1.02 Billion 0.07% of portfolio
21,756
Q4 2024 Reduced 1.37%
$108B
$1.02 Billion 0.07% of portfolio
4,705
Q1 2025 Reduced 21.69%
$575B
$1.03 Billion 0.07% of portfolio
2,934
Q1 2025 Reduced 8.26%
$113B
$1.06 Billion 0.07% of portfolio
6,315
Q1 2025 Added 0.93%
$642B
$1.07 Billion 0.07% of portfolio
7,675
Q1 2025 Reduced 1.62%
$23.3B
$1.1 Billion 0.07% of portfolio
11,188
Q1 2025 Reduced 0.04%
$104B
$1.1 Billion 0.07% of portfolio
11,950
Q1 2025 Added 1.96%
$1.14T
$1.13 Billion 0.07% of portfolio
7,291
Q1 2025 Reduced 0.14%
$855B
$1.14 Billion 0.07% of portfolio
4,660
Q1 2025 Reduced 0.55%
$383B
$897 Million 0.06% of portfolio
21,491
Q1 2025 Reduced 3.99%
$4.64B
$860 Million 0.06% of portfolio
14,932
Q1 2025 Reduced 0.03%
$1.17T
$928 Million 0.06% of portfolio
5,943
Q1 2025 Reduced 19.09%
$219B
$940 Million 0.06% of portfolio
7,098
Q1 2025 Reduced 0.96%
$256B
$966 Million 0.06% of portfolio
6,087
Q1 2025 Added 2.01%
$60B
$842 Million 0.05% of portfolio
20,460
Q1 2025 Reduced 0.32%
$738B
$830 Million 0.05% of portfolio
1,005
Q1 2025 Reduced 11.53%
$68.2B
$822 Million 0.05% of portfolio
24,087
Q1 2025 Added 1.67%
$153B
$821 Million 0.05% of portfolio
13,785
Q1 2025 Added 0.04%
$55.6B
$820 Million 0.05% of portfolio
3,545
Q4 2024 Added 1.43%
$253B
$803 Million 0.05% of portfolio
3,230
Q1 2025 Reduced 2.89%
$48.1B
$581 Million 0.04% of portfolio
2,487
Q1 2025 Added 64.05%
$264B
$577 Million 0.04% of portfolio
2,152
Q1 2025 Reduced 17.58%
$0
$564 Million 0.04% of portfolio
25,433
Q1 2025 Reduced 2.93%
$220B
$562 Million 0.04% of portfolio
1,798
Q1 2025 Reduced 1.1%
$36.9B
$547 Million 0.04% of portfolio
4,549
Q4 2024 Added 0.38%

Summary

  • Portfolio
  • No. of Stocks 285
  • Current Value $1.53 Trillion
  • Prior Value $1.49 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 19 stocks
  • Additional Purchases 117 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 103 stocks
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