Bip Wealth, LLC Portfolio Holdings

Bip Wealth, LLC

  • $1.49 Trillion
  • Q4 2024

Bip Wealth, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.49 Trillion distributed in 279 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 $308B, Wisdomtree Floating Rate Treas with a value of $287B, Ishares Treasury Floating Rate with a value of $79.3B, Vanguard Total Stock Market Et with a value of $78.9B, and Vanguard Value ETF with a value of $58.8B.

Examining the 13F form we can see an increase of $26.6B in the current position value, from $1.47T to 1.49T.

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 $1.49 Trillion
ETFs: $91.8 Billion
Technology: $38.8 Billion
Industrials: $21 Billion
Financial Services: $20.8 Billion
Consumer Cyclical: $16 Billion
Consumer Defensive: $9.53 Billion
Energy: $8.9 Billion
Healthcare: $6.8 Billion
Other: $9.73 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.44T
$15.5 Billion 1.04% of portfolio
61,950
Q4 2024 Reduced 1.07%
$3.84B
$8.29 Billion 0.55% of portfolio
49,201
Q4 2024 New
$364B
$7.29 Billion 0.49% of portfolio
18,741
Q4 2024 Reduced 2.06%
$2.88T
$5.9 Billion 0.39% of portfolio
14,005
Q4 2024 Reduced 4.32%
$3.2B
$5.31 Billion 0.36% of portfolio
219,745
Q1 2023 New
$1.99T
$4.14 Billion 0.28% of portfolio
18,873
Q4 2024 Reduced 0.62%
$295B
$3.43 Billion 0.23% of portfolio
25,521
Q4 2024 Added 0.27%
$688B
$3.42 Billion 0.23% of portfolio
7,551
Q4 2024 Added 3.07%
$1.2B
$3.33 Billion 0.22% of portfolio
107,775
Q4 2024 Reduced 2.51%
$7.02B
$3.08 Billion 0.21% of portfolio
30,965
Q4 2024 Reduced 1.45%
$301B
$2.41 Billion 0.16% of portfolio
38,737
Q4 2024 Reduced 4.18%
$483B
$2.09 Billion 0.14% of portfolio
19,456
Q4 2024 Reduced 17.63%
$0
$2.1 Billion 0.14% of portfolio
104,482
Q4 2024 Added 0.59%
-
$2.04 Billion 0.14% of portfolio
-
Q4 2024 Added 14.25%
$746B
$1.81 Billion 0.12% of portfolio
4,491
Q4 2024 Reduced 17.58%
$12.3B
$1.83 Billion 0.12% of portfolio
52,092
Q4 2024 New
$233B
$1.58 Billion 0.11% of portfolio
17,475
Q4 2024 Added 7.91%
$95.8B
$1.7 Billion 0.11% of portfolio
2,988
Q4 2024 Reduced 4.29%
$77.2B
$1.45 Billion 0.1% of portfolio
6,257
Q4 2024 Added 7.07%
$397B
$1.54 Billion 0.1% of portfolio
9,175
Q4 2024 Reduced 4.38%
$1.32T
$1.44 Billion 0.1% of portfolio
2,457
Q4 2024 Reduced 0.65%
$1T
$1.4 Billion 0.09% of portfolio
7,345
Q4 2024 Added 0.55%
$396B
$1.37 Billion 0.09% of portfolio
1,495
Q4 2024 Reduced 0.27%
$143B
$1.35 Billion 0.09% of portfolio
18,258
Q4 2024 Added 1.09%
$412B
$1.3 Billion 0.09% of portfolio
7,801
Q4 2024 Reduced 4.77%
$972B
$1.38 Billion 0.09% of portfolio
7,301
Q4 2024 Reduced 0.01%
$83.2M
$1.14 Billion 0.08% of portfolio
219,106
Q4 2024 Added 9.44%
$701B
$1.12 Billion 0.08% of portfolio
4,686
Q4 2024 Added 35.43%
$27B
$1.25 Billion 0.08% of portfolio
11,193
Q4 2024 Reduced 1.7%
$555B
$1.01 Billion 0.07% of portfolio
3,198
Q4 2024 Added 22.62%
$426B
$1.11 Billion 0.07% of portfolio
7,665
Q4 2024 Added 2.46%
$323B
$1.11 Billion 0.07% of portfolio
7,639
Q4 2024 Added 6.27%
$6.88B
$1.11 Billion 0.07% of portfolio
21,756
Q4 2024 Reduced 1.37%
$99.8B
$1.1 Billion 0.07% of portfolio
6,008
Q4 2024 Added 0.55%
$341B
$984 Million 0.07% of portfolio
22,383
Q4 2024 Added 18.76%
$3.98B
$935 Million 0.06% of portfolio
14,936
Q4 2024 New
$279B
$873 Million 0.06% of portfolio
2,611
Q4 2024 Reduced 0.08%
$198B
$829 Million 0.06% of portfolio
7,167
Q4 2024 Added 8.99%
$54.8B
$890 Million 0.06% of portfolio
20,525
Q4 2024 Added 142.24%
$801B
$877 Million 0.06% of portfolio
1,136
Q4 2024 Added 14.98%
$97.9B
$965 Million 0.06% of portfolio
11,720
Q4 2024 Added 14.36%
$150B
$781 Million 0.05% of portfolio
13,779
Q4 2024 Reduced 0.63%
$79.5B
$790 Million 0.05% of portfolio
2,832
Q4 2024 Added 3.81%
$74.2B
$743 Million 0.05% of portfolio
23,691
Q4 2024 Added 12.34%
$218B
$731 Million 0.05% of portfolio
3,326
Q4 2024 Added 6.4%
$236B
$718 Million 0.05% of portfolio
5,967
Q4 2024 Added 1.51%
$57.5B
$762 Million 0.05% of portfolio
3,545
Q4 2024 Added 1.43%
$512B
$582 Million 0.04% of portfolio
1,105
Q4 2024 Added 12.18%
$203B
$556 Million 0.04% of portfolio
3,659
Q4 2024 Added 1.61%

Summary

  • Portfolio
  • No. of Stocks 279
  • Current Value $1.49 Trillion
  • Prior Value $1.47 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 40 stocks
  • Additional Purchases 153 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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