Bip Wealth, LLC Portfolio Holdings

Bip Wealth, LLC

  • $1.47 Trillion
  • Q3 2024

Bip Wealth, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.47 Trillion distributed in 332 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $301B, Spdr S&P 500 ETF Trust with a value of $301B, Ishares Treasury Floating Rate with a value of $74.8B, Vanguard Total Stock Market Et with a value of $70.2B, and Vanguard Value ETF with a value of $59.8B.

Examining the 13F form we can see an increase of $247B in the current position value, from $1.22T to 1.47T.

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 $1.47 Trillion
ETFs: $84.3 Billion
Technology: $35.7 Billion
Financial Services: $16.9 Billion
Consumer Cyclical: $15.1 Billion
Industrials: $11.9 Billion
Consumer Defensive: $9.92 Billion
Healthcare: $7.39 Billion
Energy: $6.16 Billion
Other: $9.27 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$14.6 Billion 0.99% of portfolio
62,622
Q3 2024 Added 13.82%
$437B
$7.75 Billion 0.53% of portfolio
19,135
Q3 2024 Added 9.42%
$3.15T
$6.3 Billion 0.43% of portfolio
14,638
Q3 2024 Added 17.05%
$3.61B
$6.11 Billion 0.42% of portfolio
219,745
Q1 2023 New
$2.1T
$3.54 Billion 0.24% of portfolio
18,991
Q3 2024 Added 9.62%
$623B
$3.37 Billion 0.23% of portfolio
7,326
Q3 2024 Added 6.1%
$8.42B
$3.05 Billion 0.21% of portfolio
31,422
Q3 2024 Added 605.16%
$337B
$3.07 Billion 0.21% of portfolio
25,453
Q3 2024 Added 22.28%
$279B
$2.91 Billion 0.2% of portfolio
40,426
Q3 2024 Added 17.13%
$1.59B
$2.82 Billion 0.19% of portfolio
110,550
Q2 2024 Reduced 4.37%
$490B
$2.77 Billion 0.19% of portfolio
23,621
Q3 2024 Added 27.85%
$0
$2.12 Billion 0.14% of portfolio
103,870
Q2 2024 Added 0.1%
-
$1.82 Billion 0.12% of portfolio
-
Q3 2024 Added 76.79%
$228B
$1.63 Billion 0.11% of portfolio
4,607
Q3 2024 New
$90B
$1.54 Billion 0.11% of portfolio
3,122
Q3 2024 Added 20.49%
$425B
$1.66 Billion 0.11% of portfolio
9,595
Q3 2024 Added 93.88%
$1.05T
$1.43 Billion 0.1% of portfolio
5,449
Q3 2024 Added 198.09%
$1.29T
$1.42 Billion 0.1% of portfolio
2,473
Q3 2024 Added 2.87%
$97.4B
$1.39 Billion 0.09% of portfolio
5,975
Q3 2024 Added 0.32%
$426B
$1.33 Billion 0.09% of portfolio
1,499
Q3 2024 Added 66.37%
$249B
$1.31 Billion 0.09% of portfolio
16,194
Q3 2024 Added 10.18%
$406B
$1.21 Billion 0.08% of portfolio
7,481
Q3 2024 Added 10.68%
$1.01T
$1.21 Billion 0.08% of portfolio
7,302
Q3 2024 Added 5.09%
$1.04T
$1.22 Billion 0.08% of portfolio
7,305
Q3 2024 Reduced 2.65%
$150B
$1.17 Billion 0.08% of portfolio
18,061
Q2 2023 Reduced 0.08%
$33.1B
$1.17 Billion 0.08% of portfolio
11,387
Q3 2024 Reduced 1.73%
$317B
$1.06 Billion 0.07% of portfolio
7,188
Q3 2024 Added 141.21%
$8.36B
$981 Million 0.07% of portfolio
22,059
Q3 2024 Reduced 1.05%
$64.7B
$1.01 Billion 0.07% of portfolio
5,844
Q3 2024 Added 905.85%
$97.7B
$924 Million 0.06% of portfolio
10,248
Q3 2024 Added 24.43%
$151B
$901 Million 0.06% of portfolio
13,867
Q3 2024 New
$749B
$875 Million 0.06% of portfolio
988
Q3 2024 Added 31.56%
$515B
$717 Million 0.05% of portfolio
2,608
Q3 2024 Added 2.11%
$39.8B
$681 Million 0.05% of portfolio
4,532
Q3 2024 New
$92.7B
$678 Million 0.05% of portfolio
2,728
Q2 2024 Reduced 0.47%
$383B
$748 Million 0.05% of portfolio
18,847
Q3 2024 Added 0.39%
$733B
$730 Million 0.05% of portfolio
3,460
Q3 2024 Added 4.94%
$204B
$714 Million 0.05% of portfolio
5,878
Q3 2024 Added 155.01%
$203B
$691 Million 0.05% of portfolio
3,126
Q3 2024 Added 32.23%
$330B
$715 Million 0.05% of portfolio
2,613
Q3 2024 Added 0.77%
$177B
$797 Million 0.05% of portfolio
6,576
Q3 2024 Added 37.23%
$175M
$619 Million 0.04% of portfolio
200,214
Q3 2023 New
$224B
$612 Million 0.04% of portfolio
3,601
Q3 2024 Added 1.9%
$324B
$572 Million 0.04% of portfolio
2,894
Q3 2024 Added 25.88%
$63.8B
$582 Million 0.04% of portfolio
2,342
Q3 2024 Added 74.52%
$239B
$627 Million 0.04% of portfolio
1,211
Q3 2024 Added 8.51%
$73.2B
$614 Million 0.04% of portfolio
21,088
Q3 2024 New
$0
$543 Million 0.04% of portfolio
25,932
Q3 2024 Added 76.74%
$55.4B
$629 Million 0.04% of portfolio
3,495
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 332
  • Current Value $1.47 Trillion
  • Prior Value $1.22 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 52 stocks
  • Additional Purchases 136 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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