Bip Wealth, LLC Purchases in Q2 2025

Bip Wealth, LLC

  • $1.62 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
2.31K
New
$75.17 - $91.21 $174K - $211K
2.31K $211M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
10K
New
$21.02 - $26.3 $210K - $263K
10K $211M
MRVL
Marvell Technology, Inc.

Technology
2.72K
New
$49.38 - $79.97 $134K - $217K
2.72K $210M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
751
New
$179.95 - $278.88 $135K - $209K
751 $209M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.21K
New
N/A
2.21K $207M
MAIN
Main Street Capital Corp

Financial Services
3.5K
New
$49.15 - $59.32 $172K - $208K
3.5K $207M
WMT
Walmart Inc.

Consumer Defensive
323
+ 1.85%
$81.79 - $99.98 $26.4K - $32.3K
17.8K $1.74B
GPC
Genuine Parts CO

Consumer Cyclical
1.67K
New
$105.54 - $129.09 $177K - $216K
1.67K $203M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.98K
New
$63.54 - $68.5 $189K - $204K
2.98K $201M
ET
Energy Transfer LP

Energy
10.6K
+ 44.71%
$15.65 - $18.93 $166K - $201K
34.3K $622M
PANW
Palo Alto Networks Inc

Technology
333
+ 11.89%
$152.44 - $204.64 $50.8K - $68.1K
3.13K $641M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
6.26K
+ 2.56%
$28.02 - $32.37 $175K - $203K
251K $7.97B
IEFA
Ishares Tr

ETFs
113
+ 0.64%
$67.83 - $84.09 $7.66K - $9.5K
17.8K $1.49B
Kayne Anderson Bdc I Equ
10.1K
+ 50.0%
N/A
30.4K $464M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.43K
+ 3.89%
$77.94 - $79.5 $111K - $114K
38.1K $3.03B
GOOG
Alphabet Inc.

Communication Services
28
+ 0.47%
$146.58 - $180.01 $4.1K - $5.04K
5.97K $1.06B
VGIT
Vanguard Intermediate Term Tre

ETFs
1.92K
+ 21.27%
$58.63 - $59.9 $112K - $115K
10.9K $653M
ETN
Eaton Corp PLC

Industrials
65
+ 6.16%
$246.52 - $356.99 $16K - $23.2K
1.12K $400M
Ishares Bitcoin ETF
41
+ 0.57%
N/A
7.19K $440M
C
Citigroup Inc

Financial Services
624
+ 21.05%
$58.13 - $85.12 $36.3K - $53.1K
3.59K $306M
IEMG
Ishares Inc

ETFs
324
+ 2.83%
N/A
11.8K $708M
Blackrock Inc New
49
+ 17.13%
N/A
335 $351M
GS
Goldman Sachs Group Inc

Financial Services
13
+ 3.38%
$462.22 - $707.75 $6.01K - $9.2K
398 $282M
SSB
South State Corp

Financial Services
984
+ 3.18%
$80.59 - $94.67 $79.3K - $93.2K
32K $2.94B
IWR
Ishares Russell Mid Cap ETF

ETFs
30
+ 0.36%
$74.88 - $91.97 $2.25K - $2.76K
8.32K $765M
NUE
Nucor Corp

Basic Materials
50
+ 1.1%
$103.22 - $131.43 $5.16K - $6.57K
4.6K $596M
AMT
American Tower Corp

Real Estate
141
+ 3.0%
$203.96 - $228.19 $28.8K - $32.2K
4.85K $1.07B
CINF
Cincinnati Financial Corp

Financial Services
270
+ 7.59%
$126.6 - $151.6 $34.2K - $40.9K
3.83K $570M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
70
+ 0.91%
$90.56 - $109.49 $6.34K - $7.66K
7.74K $846M
CARR
Carrier Global Corp

Industrials
22
+ 0.56%
$55.55 - $75.83 $1.22K - $1.67K
3.95K $289M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2
+ 0.01%
$19.1 - $23.83 $38.2 - $47.7
13.7K $326M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
9
+ 0.28%
$60.99 - $77.53 $549 - $698
3.23K $250M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
594
+ 0.11%
$40.41 - $40.68 $24K - $24.2K
540K $21.9B
ARCC
Ares Capital Corp

Financial Services
1.4K
+ 5.49%
$18.91 - $22.43 $26.4K - $31.3K
26.8K $589M
EUDG
Wisdomtree Tr

ETFs
114
+ 1.35%
$29.48 - $35.57 $3.36K - $4.05K
8.54K $297M
LMT
Lockheed Martin Corp

Industrials
16
+ 3.19%
$430.82 - $486.45 $6.89K - $7.78K
518 $240M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
12
+ 0.39%
$61.08 - $74.04 $733 - $888
3.11K $230M
Alpha Architect 1 3
41
+ 0.86%
N/A
4.8K $541M
Carlyle Tactical Private
1.05K
+ 2.25%
N/A
47.8K $402M
Blackstone Private Credi
188
+ 1.68%
N/A
11.4K $287M
Ares Real Estate Income
156
+ 1.31%
N/A
12.1K $93M
PK
Park Hotels & Resorts Inc.

Real Estate
456
+ 2.41%
$8.85 - $11.18 $4.04K - $5.1K
19.4K $198M
TFLO
Ishares Treasury Floating Rate

ETFs
113
+ 0.01%
$50.47 - $50.66 $5.7K - $5.72K
1.81M $91.8B
PEP
Pepsico Inc

Consumer Defensive
363
+ 10.35%
$128.02 - $151.37 $46.5K - $54.9K
3.87K $511M
KO
Coca Cola CO

Consumer Defensive
47
+ 0.12%
$68.37 - $73.9 $3.21K - $3.47K
39.3K $2.78B
GPN
Global Payments Inc

Industrials
777
+ 6.94%
$67.47 - $99.6 $52.4K - $77.4K
12K $958M
XOM
Exxon Mobil Corp

Energy
584
+ 3.06%
$99.93 - $119.04 $58.4K - $69.5K
19.7K $2.12B
UNH
Unitedhealth Group Inc

Healthcare
31
+ 3.73%
$274.35 - $599.47 $8.5K - $18.6K
863 $269M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
253
+ 3.33%
$483.48 - $539.8 $122K - $137K
7.85K $3.81B
Activity Summary
Buys All Purchases 101 New Holdings 16 Increased Positions 85 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 0 Puts 0
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