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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Smurfit Westrock PLC
-
$3.4 Billion 0.23% of portfolio
-
Q4 2024 Added 0.0%
$648B
$3.42 Billion 0.23% of portfolio
7,551
Q4 2024 Added 3.07%
$1.27B
$3.33 Billion 0.22% of portfolio
107,775
Q4 2024 Reduced 2.51%
$0
$3.18 Billion 0.21% of portfolio
16,714
Q4 2024 Reduced 1.8%
$6.99B
$3.08 Billion 0.21% of portfolio
30,965
Q4 2024 Reduced 1.45%
$0
$2.73 Billion 0.18% of portfolio
53,505
Q4 2024 Reduced 3.3%
$0
$2.52 Billion 0.17% of portfolio
4,671
Q4 2024 Added 16.17%
$305B
$2.41 Billion 0.16% of portfolio
38,737
Q4 2024 Reduced 4.18%
$0
$2.18 Billion 0.15% of portfolio
55,333
Q4 2024 Reduced 4.26%
$0
$2.18 Billion 0.15% of portfolio
20,651
Q4 2024 Added 3.1%
$0
$2.17 Billion 0.15% of portfolio
35,732
Q4 2024 Added 1.1%
$449B
$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%
$0
$1.94 Billion 0.13% of portfolio
24,877
Q4 2024 Reduced 1.18%
$0
$2 Billion 0.13% of portfolio
15,528
Q4 2024 Reduced 1.32%
$832B
$1.81 Billion 0.12% of portfolio
4,491
Q4 2024 Reduced 17.58%
$0
$1.84 Billion 0.12% of portfolio
80,239
Q4 2024 Added 15.07%
$0
$1.8 Billion 0.12% of portfolio
34,455
Q4 2024 Added 0.88%
$10.1B
$1.83 Billion 0.12% of portfolio
52,092
Q4 2024 New
$215B
$1.61 Billion 0.11% of portfolio
4,563
Q4 2024 Reduced 0.96%
Dimensionl Us Large Cap
-
$1.63 Billion 0.11% of portfolio
-
Q4 2024 Added 54.54%
$257B
$1.58 Billion 0.11% of portfolio
17,475
Q4 2024 Added 7.91%
$92.2B
$1.7 Billion 0.11% of portfolio
2,988
Q4 2024 Reduced 4.29%
$72.7B
$1.45 Billion 0.1% of portfolio
6,257
Q4 2024 Added 7.07%
$414B
$1.54 Billion 0.1% of portfolio
9,175
Q4 2024 Reduced 4.38%
$1.41T
$1.44 Billion 0.1% of portfolio
2,457
Q4 2024 Reduced 0.65%
$0
$1.48 Billion 0.1% of portfolio
4,437
Q4 2024 Reduced 1.94%
$1.06T
$1.4 Billion 0.09% of portfolio
7,345
Q4 2024 Added 0.55%
$454B
$1.37 Billion 0.09% of portfolio
1,495
Q4 2024 Reduced 0.27%
$137B
$1.35 Billion 0.09% of portfolio
18,258
Q4 2024 Added 1.09%
$407B
$1.3 Billion 0.09% of portfolio
7,801
Q4 2024 Reduced 4.77%
$0
$1.38 Billion 0.09% of portfolio
32,152
Q4 2024 Reduced 4.45%
$0
$1.35 Billion 0.09% of portfolio
2,649
Q4 2024 Added 40.68%
$1.03T
$1.38 Billion 0.09% of portfolio
7,301
Q4 2024 Reduced 0.01%
$0
$1.16 Billion 0.08% of portfolio
16,459
Q4 2024 Reduced 0.05%
$0
$1.27 Billion 0.08% of portfolio
23,131
Q4 2024 Reduced 2.94%
$0
$1.19 Billion 0.08% of portfolio
11,135
Q4 2024 Added 3.84%
$103M
$1.14 Billion 0.08% of portfolio
219,106
Q4 2024 Added 9.44%
$723B
$1.12 Billion 0.08% of portfolio
4,686
Q4 2024 Added 35.43%
$0
$1.14 Billion 0.08% of portfolio
4,916
Q4 2024 Reduced 0.16%
$27.8B
$1.25 Billion 0.08% of portfolio
11,193
Q4 2024 Reduced 1.7%
$563B
$1.01 Billion 0.07% of portfolio
3,198
Q4 2024 Added 22.62%
$434B
$1.11 Billion 0.07% of portfolio
7,665
Q4 2024 Added 2.46%
$0
$1.03 Billion 0.07% of portfolio
39,987
Q4 2024 Added 64.14%
$0
$993 Million 0.07% of portfolio
22,108
Q4 2024 Added 11.11%
$299B
$1.11 Billion 0.07% of portfolio
7,639
Q4 2024 Added 6.27%
$0
$1 Billion 0.07% of portfolio
10,372
Q4 2024 Reduced 0.64%
$0
$1.02 Billion 0.07% of portfolio
31,207
Q4 2024 Added 28.73%

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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