Bip Wealth, LLC Purchases in Q3 2024

Bip Wealth, LLC

  • $1.47 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
24.4K
New
$25.36 - $28.37 $618K - $691K
24.4K $686M
NUE
Nucor Corp

Basic Materials
4.53K
New
$137.77 - $166.14 $624K - $753K
4.53K $681M
SUB
Ishares Short Term National Mu

ETFs
6.06K
+ 43.42%
$104.3 - $106.3 $632K - $645K
20K $2.13B
VV
Vanguard Large Cap ETF

ETFs
611
+ 1.68%
$236.92 - $263.4 $145K - $161K
36.9K $9.71B
XOM
Exxon Mobil Corp

Energy
5.15K
+ 27.85%
$109.72 - $119.0 $565K - $612K
23.6K $2.77B
LNG
Cheniere Energy, Inc.

Energy
3.5K
New
$172.24 - $186.09 $602K - $650K
3.5K $629M
EPD
Enterprise Products Partners L.P.

Energy
21.1K
New
$27.88 - $30.0 $588K - $633K
21.1K $614M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.4K
+ 6.92%
$36.02 - $41.68 $231K - $267K
98.8K $4.08B
CVX
Chevron Corp

Energy
4.21K
+ 141.21%
$137.88 - $161.97 $580K - $682K
7.19K $1.06B
VCIT
Vanguard Intermediate Term Cor

ETFs
5.05K
+ 11.96%
$79.29 - $84.02 $400K - $424K
47.3K $3.96B
COST
Costco Wholesale Corp

Consumer Defensive
598
+ 66.37%
$801.83 - $917.05 $479K - $548K
1.5K $1.33B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
421
+ 6.1%
$405.19 - $478.57 $171K - $201K
7.33K $3.37B
MUB
Ishares National Muni Bond ETF

ETFs
4.93K
+ 85.23%
$106.13 - $108.7 $524K - $536K
10.7K $1.16B
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
9.2K
+ 10.06%
$30.27 - $34.42 $278K - $317K
101K $3.43B
VXF
Vanguard Extended Market ETF

ETFs
1.78K
+ 11.71%
$163.98 - $182.92 $293K - $326K
17K $3.1B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.24K
+ 11.2%
$60.84 - $67.51 $319K - $353K
52K $3.51B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
772
+ 23.76%
$475.2 - $527.7 $367K - $407K
4.02K $2.12B
NVDA
Nvidia Corp

Technology
4.64K
+ 22.28%
$98.91 - $134.91 $459K - $626K
25.5K $3.07B
DSI
Ishares Msci Kld 400 Social Et

ETFs
4.35K
+ 157.89%
$97.81 - $108.79 $425K - $473K
7.11K $773M
PM
Philip Morris International Inc.

Consumer Defensive
3.57K
+ 155.01%
$101.25 - $127.45 $362K - $455K
5.88K $714M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4.86K
+ 9.62%
$46.17 - $51.13 $224K - $248K
55.3K $2.83B
CARR
Carrier Global Corp

Industrials
5.18K
New
$61.9 - $80.88 $320K - $419K
5.18K $417M
VUG
Vanguard Growth ETF

ETFs
820
+ 8.54%
$341.08 - $391.94 $280K - $321K
10.4K $4B
COP
Conocophillips

Energy
3.87K
New
$102.3 - $116.61 $396K - $451K
3.87K $407M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
8.93K
New
$41.04 - $43.51 $366K - $388K
8.93K $385M
Nuveen Global Cities
32.7K
New
N/A
32.7K $383M
IEMG
Ishares Inc

ETFs
5.99K
+ 97.77%
$53.64 - $53.64 $322K - $322K
12.1K $696M
IEFA
Ishares Tr

ETFs
3.83K
+ 30.27%
$70.09 - $78.74 $268K - $301K
16.5K $1.29B
RY
Royal Bank Of Canada

Financial Services
2.92K
New
$105.65 - $124.73 $309K - $364K
2.92K $364M
SPMD
Spdr Portfolio

ETFs
5.51K
+ 30.04%
$50.29 - $54.92 $277K - $302K
23.8K $1.3B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.95K
+ 5.82%
$60.13 - $68.17 $117K - $133K
35.3K $2.39B
LOW
Lowes Companies Inc

Consumer Cyclical
1.21K
New
$213.3 - $270.78 $258K - $328K
1.21K $328M
VNQ
Vanguard Specialized Funds Van

ETFs
2.55K
+ 47.14%
$82.97 - $98.97 $212K - $252K
7.96K $776M
RTX
Raytheon Technologies Corp

Industrials
1.78K
+ 37.23%
$99.55 - $123.34 $178K - $220K
6.58K $797M
DIS
Walt Disney CO

Communication Services
3.28K
New
$85.6 - $98.61 $280K - $323K
3.28K $315M
WMT
Walmart Inc.

Consumer Defensive
1.5K
+ 10.18%
$66.91 - $81.4 $100K - $122K
16.2K $1.31B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
3.19K
+ 10.3%
$50.99 - $57.81 $163K - $184K
34.2K $1.95B
FTNT
Fortinet, Inc.

Technology
3.81K
New
$55.39 - $77.55 $211K - $295K
3.81K $295M
NSC
Norfolk Southern Corp

Industrials
1K
+ 74.52%
$213.75 - $259.69 $214K - $260K
2.34K $582M
CAT
Caterpillar Inc

Industrials
732
New
$316.8 - $391.12 $232K - $286K
732 $287M
SO
Southern CO

Utilities
2.01K
+ 24.43%
$77.0 - $90.52 $155K - $182K
10.2K $924M
IBM
International Business Machines Corp

Technology
762
+ 32.23%
$175.1 - $223.38 $133K - $170K
3.13K $691M
THC
Tenet Healthcare Corp

Healthcare
1.08K
+ 43.68%
$129.27 - $168.03 $139K - $181K
3.55K $590M
NFLX
Netflix Inc

Communication Services
366
New
$598.55 - $722.26 $219K - $264K
366 $260M
DFIV
Dimensional ETF Tr

ETFs
6.79K
New
$34.66 - $38.38 $235K - $260K
6.79K $258M
AMD
Advanced Micro Devices Inc

Technology
1.56K
New
$128.67 - $183.96 $201K - $287K
1.56K $256M
AFL
Aflac Inc

Financial Services
2.29K
New
$88.52 - $111.8 $203K - $256K
2.29K $256M
DISV
Dimensional ETF Tr Dimensional

ETFs
8.78K
New
$26.06 - $29.18 $229K - $256K
8.78K $255M
PK
Park Hotels & Resorts Inc.

Real Estate
17.8K
New
$13.63 - $15.7 $243K - $280K
17.8K $252M
Activity Summary
Buys All Purchases 188 New Holdings 52 Increased Positions 136 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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