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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$3.36 Billion 0.22% of portfolio
-
Q1 2025 Added 67.16%
$0
$3.36 Billion 0.22% of portfolio
85,455
Q1 2025 Reduced 9.96%
$336B
$2.98 Billion 0.19% of portfolio
27,475
Q1 2025 Added 7.66%
$0
$2.9 Billion 0.19% of portfolio
36,682
Q1 2025 Added 47.45%
$0
$2.88 Billion 0.19% of portfolio
16,702
Q1 2025 Reduced 0.07%
$6.89B
$2.87 Billion 0.19% of portfolio
30,969
Q1 2025 Added 0.01%
$0
$2.85 Billion 0.19% of portfolio
5,547
Q1 2025 Added 18.75%
Smurfit Westrock PLC F
-
$2.82 Billion 0.18% of portfolio
-
Q1 2025 Reduced 0.79%
$310B
$2.81 Billion 0.18% of portfolio
39,203
Q1 2025 Added 1.2%
$0
$2.75 Billion 0.18% of portfolio
26,054
Q1 2025 Added 26.16%
$0
$2.62 Billion 0.17% of portfolio
52,818
Q1 2025 Reduced 1.28%
$0
$2.51 Billion 0.16% of portfolio
104,482
Q4 2024 Added 0.59%
Dimensional Us Core
-
$2.36 Billion 0.15% of portfolio
-
Q1 2025 Added 37.93%
$453B
$2.27 Billion 0.15% of portfolio
19,069
Q1 2025 Reduced 1.99%
$0
$2.19 Billion 0.14% of portfolio
49,918
Q1 2025 Reduced 9.79%
$0
$2.18 Billion 0.14% of portfolio
34,241
Q1 2025 Reduced 4.17%
$828M
$2.1 Billion 0.14% of portfolio
107,775
Q4 2024 Reduced 2.51%
$102B
$1.86 Billion 0.12% of portfolio
2,764
Q1 2025 Reduced 7.5%
$12.1B
$1.89 Billion 0.12% of portfolio
46,745
Q1 2025 Reduced 10.26%
$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%
$262B
$1.53 Billion 0.1% of portfolio
17,440
Q1 2025 Reduced 0.2%
$0
$1.51 Billion 0.1% of portfolio
14,329
Q1 2025 Added 28.68%
$385B
$1.5 Billion 0.1% of portfolio
8,785
Q1 2025 Reduced 4.25%
$0
$1.34 Billion 0.09% of portfolio
17,702
Q1 2025 Added 7.55%
$1.25T
$1.33 Billion 0.09% of portfolio
2,306
Q1 2025 Reduced 6.15%
$0
$1.33 Billion 0.09% of portfolio
30,442
Q1 2025 Reduced 5.32%
$160B
$1.31 Billion 0.09% of portfolio
16,689
Q1 2025 Reduced 8.59%
$447B
$1.34 Billion 0.09% of portfolio
1,419
Q1 2025 Reduced 5.08%
$391B
$1.36 Billion 0.09% of portfolio
8,198
Q1 2025 Added 6.95%
$204B
$1.39 Billion 0.09% of portfolio
4,463
Q1 2025 Reduced 2.19%
$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%
$1.08T
$1.19 Billion 0.08% of portfolio
4,573
Q1 2025 Added 1.83%
$0
$1.19 Billion 0.08% of portfolio
2,539
Q1 2025 Reduced 4.15%
$278B
$1.29 Billion 0.08% of portfolio
7,711
Q1 2025 Added 0.94%
$0
$1 Billion 0.07% of portfolio
10,019
Q1 2025 Reduced 3.4%
$7.18B
$1.02 Billion 0.07% of portfolio
21,756
Q4 2024 Reduced 1.37%
$98.6B
$1.02 Billion 0.07% of portfolio
4,705
Q1 2025 Reduced 21.69%
$592B
$1.03 Billion 0.07% of portfolio
2,934
Q1 2025 Reduced 8.26%
$0
$1.05 Billion 0.07% of portfolio
20,502
Q1 2025 Reduced 11.37%
$94.2B
$1.06 Billion 0.07% of portfolio
6,315
Q1 2025 Added 0.93%
$430B
$1.07 Billion 0.07% of portfolio
7,675
Q1 2025 Reduced 1.62%
$23B
$1.1 Billion 0.07% of portfolio
11,188
Q1 2025 Reduced 0.04%
$95.1B
$1.1 Billion 0.07% of portfolio
11,950
Q1 2025 Added 1.96%
$957B
$1.13 Billion 0.07% of portfolio
7,291
Q1 2025 Reduced 0.14%
$785B
$1.14 Billion 0.07% of portfolio
4,660
Q1 2025 Reduced 0.55%

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
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