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 Market Cap. of $10 Billions to $200 Billions
