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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$815 Million 0.06% of portfolio
1,389
Q3 2024 Reduced 1.77%
$0
$919 Million 0.06% of portfolio
1,883
Q3 2024 Reduced 0.79%
$520B
$717 Million 0.05% of portfolio
2,608
Q3 2024 Added 2.11%
$31.1B
$681 Million 0.05% of portfolio
4,532
Q3 2024 New
$93.9B
$678 Million 0.05% of portfolio
2,728
Q2 2024 Reduced 0.47%
$362B
$748 Million 0.05% of portfolio
18,847
Q3 2024 Added 0.39%
$699B
$730 Million 0.05% of portfolio
3,460
Q3 2024 Added 4.94%
$195B
$714 Million 0.05% of portfolio
5,878
Q3 2024 Added 155.01%
$0
$776 Million 0.05% of portfolio
7,962
Q3 2024 Added 47.14%
$0
$677 Million 0.05% of portfolio
5,790
Q3 2024 Added 2.01%
$205B
$691 Million 0.05% of portfolio
3,126
Q3 2024 Added 32.23%
$351B
$715 Million 0.05% of portfolio
2,613
Q3 2024 Added 0.77%
$173B
$797 Million 0.05% of portfolio
6,576
Q3 2024 Added 37.23%
$0
$686 Million 0.05% of portfolio
24,361
Q3 2024 New
$0
$696 Million 0.05% of portfolio
12,125
Q3 2024 Added 97.77%
$0
$704 Million 0.05% of portfolio
2,494
Q3 2023 Added 2.63%
$0
$773 Million 0.05% of portfolio
7,105
Q3 2024 Added 157.89%
$0
$765 Million 0.05% of portfolio
2,038
Q3 2024 Added 8.58%
$0
$737 Million 0.05% of portfolio
2,343
Q3 2024 Reduced 4.99%
$0
$733 Million 0.05% of portfolio
8,321
Q3 2024 Reduced 2.07%
$0
$662 Million 0.05% of portfolio
12,543
Q3 2024 Added 27.92%
$159M
$619 Million 0.04% of portfolio
200,214
Q3 2023 New
$215B
$612 Million 0.04% of portfolio
3,601
Q3 2024 Added 1.9%
$310B
$572 Million 0.04% of portfolio
2,894
Q3 2024 Added 25.88%
$56.1B
$582 Million 0.04% of portfolio
2,342
Q3 2024 Added 74.52%
$212B
$627 Million 0.04% of portfolio
1,211
Q3 2024 Added 8.51%
$0
$516 Million 0.04% of portfolio
3,631
Q2 2024 Added 12.38%
$0
$516 Million 0.04% of portfolio
1,220
Q3 2024 Reduced 1.85%
$68.1B
$614 Million 0.04% of portfolio
21,088
Q3 2024 New
$0
$605 Million 0.04% of portfolio
3,625
Q3 2024 Added 6.59%
$0
$659 Million 0.04% of portfolio
4,876
Q3 2024 Reduced 28.1%
$0
$543 Million 0.04% of portfolio
25,932
Q3 2024 Added 76.74%
$0
$597 Million 0.04% of portfolio
12,111
Q3 2024 Added 45.67%
$52.6B
$629 Million 0.04% of portfolio
3,495
Q3 2024 New
$14.3B
$590 Million 0.04% of portfolio
3,549
Q3 2024 Added 43.68%
$0
$551 Million 0.04% of portfolio
3,156
Q1 2024 New
$0
$575 Million 0.04% of portfolio
4,585
Q3 2024 Reduced 6.68%
$253B
$573 Million 0.04% of portfolio
5,044
Q3 2024 Added 23.81%
$0
$449 Million 0.03% of portfolio
4,305
Q3 2024 Added 25.36%
$0
$445 Million 0.03% of portfolio
6,870
Q2 2024 Added 3.71%
$240B
$424 Million 0.03% of portfolio
7,972
Q3 2024 Reduced 12.92%
$125B
$407 Million 0.03% of portfolio
3,869
Q3 2024 New
$0
$419 Million 0.03% of portfolio
4,391
Q3 2024 Added 0.02%
$138B
$424 Million 0.03% of portfolio
1,280
Q3 2024 Added 53.48%
$0
$414 Million 0.03% of portfolio
8,041
Q3 2024 Reduced 6.86%
$0
$441 Million 0.03% of portfolio
22,300
Q2 2024 Added 2.29%
$0
$376 Million 0.03% of portfolio
1,408
Q3 2024 Added 4.07%
$0
$490 Million 0.03% of portfolio
5,900
Q3 2024 Added 56.0%
$0
$401 Million 0.03% of portfolio
2,032
Q3 2024 Added 0.05%

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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