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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.89 Billion 0.12% of portfolio
15,531
Q1 2025 Added 0.02%
$0
$1.91 Billion 0.12% of portfolio
34,455
Q4 2024 Added 0.88%
$0
$1.51 Billion 0.1% of portfolio
14,329
Q1 2025 Added 28.68%
$0
$1.34 Billion 0.09% of portfolio
17,702
Q1 2025 Added 7.55%
$0
$1.33 Billion 0.09% of portfolio
30,442
Q1 2025 Reduced 5.32%
$0
$1.4 Billion 0.09% of portfolio
4,418
Q1 2025 Reduced 0.43%
$0
$1.42 Billion 0.09% of portfolio
50,987
Q1 2025 Added 27.51%
$0
$1.44 Billion 0.09% of portfolio
62,682
Q1 2025 Reduced 21.88%
$0
$1.17 Billion 0.08% of portfolio
40,290
Q1 2025 Added 71.71%
$0
$1.19 Billion 0.08% of portfolio
2,539
Q1 2025 Reduced 4.15%
$0
$1 Billion 0.07% of portfolio
10,019
Q1 2025 Reduced 3.4%
$0
$1.05 Billion 0.07% of portfolio
20,502
Q1 2025 Reduced 11.37%
$0
$920 Million 0.06% of portfolio
34,892
Q1 2025 Reduced 11.72%
$0
$844 Million 0.06% of portfolio
1,556
Q1 2025 Added 0.58%
$0
$953 Million 0.06% of portfolio
18,748
Q1 2025 Added 7.85%
$0
$954 Million 0.06% of portfolio
4,618
Q1 2025 Reduced 6.06%
$0
$785 Million 0.05% of portfolio
19,250
Q1 2025 Reduced 12.93%
$0
$762 Million 0.05% of portfolio
5,677
Q1 2025 Reduced 5.81%
$0
$752 Million 0.05% of portfolio
2,908
Q1 2025 Added 0.35%
$0
$724 Million 0.05% of portfolio
7,065
Q1 2025 Reduced 0.56%
$0
$715 Million 0.05% of portfolio
1,979
Q1 2025 Reduced 3.23%
$0
$705 Million 0.05% of portfolio
8,286
Q1 2025 Added 0.19%
$0
$787 Million 0.05% of portfolio
8,693
Q1 2025 Added 9.77%
$0
$802 Million 0.05% of portfolio
7,673
Q1 2025 Added 2.47%
$0
$560 Million 0.04% of portfolio
1,825
Q1 2025 Reduced 19.74%
$0
$555 Million 0.04% of portfolio
4,590
Q1 2025 Added 0.11%
$0
$689 Million 0.04% of portfolio
4,563
Q4 2024 Added 25.88%
$0
$686 Million 0.04% of portfolio
13,755
Q1 2025 Added 1.48%
$0
$686 Million 0.04% of portfolio
2,592
Q1 2025 Added 3.06%
$0
$642 Million 0.04% of portfolio
12,943
Q1 2025 Reduced 19.48%
$0
$619 Million 0.04% of portfolio
11,463
Q1 2025 Reduced 2.48%
$0
$433 Million 0.03% of portfolio
4,692
Q1 2025 Reduced 1.14%
$0
$439 Million 0.03% of portfolio
2,534
Q1 2025 Reduced 11.18%
$0
$427 Million 0.03% of portfolio
7,686
Q1 2025 Reduced 1.93%
$0
$407 Million 0.03% of portfolio
6,972
Q1 2025 Reduced 10.63%
$0
$406 Million 0.03% of portfolio
10,306
Q1 2025 Added 20.85%
$0
$399 Million 0.03% of portfolio
15,213
Q1 2025 Added 1.24%
$0
$395 Million 0.03% of portfolio
2,459
Q1 2025 Added 29.9%
$0
$392 Million 0.03% of portfolio
16,713
Q1 2025 Added 4.97%
$0
$386 Million 0.03% of portfolio
6,382
Q4 2024 Added 50.2%
$0
$463 Million 0.03% of portfolio
2,462
Q1 2025 Reduced 6.85%
$0
$465 Million 0.03% of portfolio
7,446
Q1 2025 Added 0.19%
$0
$535 Million 0.03% of portfolio
1,275
Q1 2025 Added 0.39%
$0
$535 Million 0.03% of portfolio
9,009
Q1 2025 Added 32.49%
$0
$532 Million 0.03% of portfolio
5,731
Q4 2024 Added 53.85%
$0
$525 Million 0.03% of portfolio
3,258
Q1 2025 Added 1.69%
$0
$524 Million 0.03% of portfolio
20,944
Q1 2025 Added 1.86%
$0
$467 Million 0.03% of portfolio
24,500
Q4 2024 Added 9.87%
$0
$489 Million 0.03% of portfolio
7,496
Q4 2024 Added 52.82%

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
Track This Portfolio

Track Bip Wealth, LLC Portfolio

Follow Bip Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bip Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bip Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email