Bip Wealth, LLC Purchases in Q3 2025

Bip Wealth, LLC

  • $2.72 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
567K
New
$48.5 - $50.19 $27.5M - $28.4M
567K $28.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
330K
New
$72.57 - $74.72 $23.9M - $24.6M
330K $24.5M
BNDX
Vanguard Total International B

ETFs
215K
New
$49.0 - $49.51 $10.5M - $10.7M
215K $10.6M
DHI
Horton D R Inc

Consumer Cyclical
4.25K
New
$129.82 - $184.04 $552K - $782K
4.25K $720K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
16.6K
New
$30.13 - $33.37 $499K - $553K
16.6K $553K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
4.28K
New
$68.94 - $86.3 $295K - $369K
4.28K $369K
KLAC
Kla Corp

Technology
336
New
$843.9 - $1078.6 $284K - $362K
336 $362K
APP
App Lovin Corp

Technology
493
New
$335.1 - $718.54 $165K - $354K
493 $354K
MU
Micron Technology Inc

Technology
2.11K
New
$104.88 - $168.89 $222K - $357K
2.11K $353K
SYK
Stryker Corp

Healthcare
914
New
$368.57 - $403.53 $337K - $369K
914 $337K
GTO
Invesco Actively Managed ETF T

ETFs
6.4K
New
$46.43 - $47.91 $297K - $307K
6.4K $304K
PSX
Phillips 66

Energy
2.23K
New
$118.37 - $139.46 $264K - $311K
2.23K $303K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.53K
New
$45.26 - $46.63 $296K - $304K
6.53K $301K
MPWR
Monolithic Power Systems Inc

Technology
309
New
$711.24 - $922.81 $220K - $285K
309 $284K
NVS
Novartis Ag

Healthcare
2.21K
New
$113.5 - $129.73 $251K - $287K
2.21K $283K
LOW
Lowes Companies Inc

Consumer Cyclical
1.09K
New
$215.01 - $273.02 $235K - $298K
1.09K $274K
CEG
Constellation Energy Corp

Utilities
791
New
$298.82 - $354.89 $236K - $281K
791 $260K
DAL
Delta Air Lines, Inc.

Industrials
4.46K
New
$49.0 - $61.97 $219K - $276K
4.46K $253K
GILD
Gilead Sciences, Inc.

Healthcare
2.28K
New
$108.22 - $120.47 $247K - $275K
2.28K $252K
TCEHY
Tencent Holdings Limited Unspo

Communication Services
2.96K
New
$63.12 - $85.15 $187K - $252K
2.96K $251K
VLO
Valero Energy Corp

Energy
1.47K
New
$131.77 - $175.63 $194K - $258K
1.47K $250K
URI
United Rentals, Inc.

Industrials
254
New
$774.14 - $975.23 $197K - $248K
254 $242K
BKNG
Booking Holdings Inc.

Consumer Cyclical
45
New
$5364.25 - $5815.92 $241K - $262K
45 $242K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.2K
New
$196.15 - $217.83 $235K - $261K
1.2K $241K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.86K
New
$82.38 - $83.0 $236K - $238K
2.86K $237K
MS
Morgan Stanley

Financial Services
1.47K
New
$139.09 - $161.16 $204K - $236K
1.47K $233K
APH
Amphenol Corp

Technology
1.88K
New
$97.39 - $125.4 $183K - $236K
1.88K $232K
VAW
Vanguard Materials ETF

ETFs
1.08K
New
$193.21 - $210.15 $208K - $226K
1.08K $220K
OXY
Occidental Petroleum Corp

Energy
4.58K
New
$42.54 - $48.1 $195K - $220K
4.58K $216K
LHX
L3 Harris Technologies, Inc.

Industrials
707
New
$252.18 - $305.41 $178K - $216K
707 $215K
CGDV
Capital Group Divid Value ETF

ETFs
5.05K
New
$39.59 - $42.21 $200K - $213K
5.05K $212K
CGUS
Capital Group Core Equity ETF
5.32K
New
$36.89 - $39.72 $196K - $211K
5.32K $210K
SPGI
S&P Global Inc.

Financial Services
431
New
$484.94 - $564.15 $209K - $243K
431 $209K
PFE
Pfizer Inc

Healthcare
8.2K
New
$23.29 - $25.88 $191K - $212K
8.2K $208K
VZ
Verizon Communications Inc

Communication Services
4.64K
New
$40.84 - $45.06 $190K - $209K
4.64K $204K
UBER
Uber Technologies, Inc

Technology
2.08K
New
$86.91 - $99.57 $181K - $207K
2.08K $203K
SAN
Banco Santander, S.A.

Financial Services
12.2K
New
$8.27 - $10.48 $101K - $128K
12.2K $127K
F
Ford Motor CO

Consumer Cyclical
10K
New
$10.82 - $12.09 $109K - $121K
10K $120K
MFG
Mizuho Financial Group Inc

Financial Services
10.2K
New
$5.42 - $6.85 $55.4K - $70K
10.2K $68K
WIT
Wipro LTD

Technology
24.7K
New
$2.63 - $3.11 $65.1K - $77K
24.7K $65K
Dimensional ETF Trust Dim World Equity ETF
8.49K
New
N/A
8.49K $0
Ishares Tr Large Cap Max Bu
17.5K
New
N/A
17.5K $0
Southstate Bk Corp
30.6K
New
N/A
30.6K $0
Lam Research Corp Com New
1.79K
New
N/A
1.79K $0
PK
Park Hotels & Resorts Inc.

Real Estate
407
+ 2.1%
$10.17 - $12.13 $4.14K - $4.94K
19.8K $219K
MDLZ
Mondelez International, Inc.

Consumer Defensive
462
+ 15.5%
$60.9 - $70.75 $28.1K - $32.7K
3.44K $215K
GPC
Genuine Parts CO

Consumer Cyclical
5
+ 0.3%
$122.23 - $142.77 $611 - $714
1.68K $232K
SBUX
Starbucks Corp

Consumer Cyclical
400
+ 17.85%
$81.9 - $96.86 $32.8K - $38.7K
2.64K $223K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
48.7K
+ 1830.36%
$78.11 - $79.07 $3.8M - $3.85M
51.3K $4.05M
Activity Summary
Buys All Purchases 227 New Holdings 45 Increased Positions 182 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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