Bip Wealth, LLC Purchases in Q3 2025

Bip Wealth, LLC

  • $2.72 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
17
+ 2.26%
$275.84 - $326.36 $4.69K - $5.55K
768 $250K
MRVL
Marvell Technology, Inc.

Technology
652
+ 24.01%
$62.31 - $84.07 $40.6K - $54.8K
3.37K $283K
AVUV
American Centy ETF Tr Avantis

ETFs
1.25K
+ 54.19%
$90.37 - $102.12 $113K - $128K
3.57K $355K
ABC
Amerisourcebergen Corp

Healthcare
82
+ 11.58%
N/A
790 $146K
ICE
Intercontinental Exchange, Inc.

Financial Services
60
+ 5.15%
$167.28 - $188.45 $10K - $11.3K
1.23K $206K
AMD
Advanced Micro Devices Inc

Technology
1.88K
+ 123.41%
$134.8 - $184.42 $253K - $346K
3.4K $549K
TJX
Tjx Companies Inc

Consumer Cyclical
693
+ 39.51%
$121.35 - $144.54 $84.1K - $100K
2.45K $353K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.43K
+ 140.97%
$68.24 - $73.73 $302K - $327K
7.58K $556K
DE
Deere & CO

Industrials
108
+ 24.66%
$457.26 - $524.37 $49.4K - $56.6K
546 $249K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.44K
+ 243.43%
$224.68 - $282.71 $549K - $691K
3.45K $962K
GLD
Spdr Gold Trust

ETFs
995
+ 131.96%
$300.96 - $355.47 $299K - $354K
1.75K $621K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
11
+ 0.35%
$72.91 - $77.23 $802 - $850
3.12K $238K
CMCSA
Comcast Corp

Communication Services
633
+ 9.81%
$31.41 - $36.33 $19.9K - $23K
7.09K $222K
EMR
Emerson Electric CO

Industrials
219
+ 12.44%
$128.6 - $149.63 $28.2K - $32.8K
1.98K $259K
MPC
Marathon Petroleum Corp

Energy
452
+ 31.92%
$158.59 - $198.69 $71.7K - $89.8K
1.87K $360K
TXN
Texas Instruments Inc

Technology
308
+ 26.88%
N/A
1.45K $282K
MLM
Martin Marietta Materials Inc

Basic Materials
58
+ 13.3%
$546.36 - $631.12 $31.7K - $36.6K
494 $311K
LMT
Lockheed Martin Corp

Industrials
64
+ 12.36%
$410.74 - $499.21 $26.3K - $31.9K
582 $290K
DIS
Walt Disney CO

Communication Services
917
+ 47.17%
$112.25 - $124.0 $103K - $114K
2.86K $327K
NVO
Novo Nordisk A S

Healthcare
795
+ 22.76%
$45.38 - $71.7 $36.1K - $57K
4.29K $237K
CB
Chubb LTD

Financial Services
7
+ 0.84%
$265.99 - $289.59 $1.86K - $2.03K
841 $237K
HON
Honeywell International Inc

Industrials
286
+ 26.93%
$207.7 - $240.4 $59.4K - $68.8K
1.35K $283K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
11
+ 0.34%
$77.92 - $81.94 $857 - $901
3.24K $265K
CAT
Caterpillar Inc

Industrials
224
+ 34.41%
$390.92 - $477.15 $87.6K - $107K
875 $417K
AI
C3.Ai, Inc.

Technology
1.57K
+ 15.25%
$15.46 - $29.16 $24.3K - $45.8K
11.9K $205K
SNA
Snap On Inc

Industrials
10
+ 1.2%
$313.01 - $346.53 $3.13K - $3.47K
844 $292K
UNH
Unitedhealth Group Inc

Healthcare
44
+ 5.1%
$237.77 - $353.61 $10.5K - $15.6K
907 $313K
ABT
Abbott Laboratories

Healthcare
1.09K
+ 54.81%
$120.51 - $136.62 $131K - $149K
3.08K $411K
WRB
Berkley W R Corp

Financial Services
35
+ 0.93%
$67.78 - $76.62 $2.37K - $2.68K
3.81K $291K
AFL
Aflac Inc

Financial Services
9.77K
+ 367.82%
$98.09 - $111.7 $959K - $1.09M
12.4K $1.39M
UPS
United Parcel Service Inc

Industrials
268
+ 9.63%
$82.58 - $105.54 $22.1K - $28.3K
3.05K $254K
GS
Goldman Sachs Group Inc

Financial Services
140
+ 35.18%
$696.56 - $806.32 $97.5K - $113K
538 $428K
DFUS
Dimensional ETF Tr U S Equity

ETFs
811
+ 19.09%
$67.01 - $72.84 $54.3K - $59.1K
5.06K $366K
WFC
Wells Fargo & Company

Financial Services
8.45K
+ 236.72%
$77.05 - $85.16 $651K - $720K
12K $1.01M
Blackstone Private Credi
193
+ 1.7%
N/A
11.6K $0
BX
Blackstone Inc.

Financial Services
771
+ 39.89%
$152.77 - $188.68 $118K - $145K
2.7K $461K
CARR
Carrier Global Corp

Industrials
358
+ 9.06%
$58.75 - $80.73 $21K - $28.9K
4.31K $257K
INTU
Intuit Inc

Technology
206
+ 55.53%
$646.03 - $807.39 $133K - $166K
577 $394K
EUDG
Wisdomtree Tr

ETFs
16
+ 0.19%
$33.23 - $35.42 $532 - $567
8.55K $301K
NKE
Nike, Inc.

Consumer Cyclical
400
+ 9.5%
$69.24 - $79.24 $27.7K - $31.7K
4.61K $321K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.14K
+ 73.65%
$192.76 - $203.86 $220K - $233K
2.7K $548K
XYL
Xylem Inc.

Industrials
241
+ 10.33%
$129.67 - $147.5 $31.3K - $35.5K
2.57K $379K
C
Citigroup Inc

Financial Services
942
+ 26.25%
$85.57 - $103.49 $80.6K - $97.5K
4.53K $459K
BTU
Peabody Energy Corp

Energy
56
+ 0.24%
$13.18 - $26.81 $738 - $1.5K
23.2K $615K
THC
Tenet Healthcare Corp

Healthcare
19
+ 1.07%
$148.38 - $203.04 $2.82K - $3.86K
1.79K $364K
SCHX
Schwab Strategic Tr Us Large C

ETFs
41
+ 0.32%
$24.46 - $26.5 $1K - $1.09K
12.9K $340K
NEE
Nextera Energy Inc

Utilities
1.69K
+ 37.17%
$69.77 - $77.54 $118K - $131K
6.24K $471K
OEF
Ishares S&P 100 ETF

ETFs
98
+ 9.37%
N/A
1.14K $304K
AXP
American Express CO

Financial Services
318
+ 31.45%
$294.27 - $342.31 $93.6K - $109K
1.33K $441K
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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