Bip Wealth, LLC Purchases in Q3 2025

Bip Wealth, LLC

  • $2.72 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3
+ 0.02%
$23.82 - $25.84 $71.5 - $77.5
13.7K $351K
COP
Conocophillips

Energy
174
+ 4.8%
$91.0 - $98.99 $15.8K - $17.2K
3.8K $359K
DUK
Duke Energy Corp

Utilities
8
+ 0.29%
$116.31 - $125.93 $930 - $1.01K
2.8K $346K
MRK
Merck & Co., Inc.

Healthcare
408
+ 9.79%
$77.6 - $87.37 $31.7K - $35.6K
4.57K $383K
AVLV
American Centy ETF Tr Avantis
347
+ 7.07%
$68.33 - $72.69 $23.7K - $25.2K
5.25K $379K
FTNT
Fortinet, Inc.

Technology
610
+ 18.63%
$74.39 - $107.65 $45.4K - $65.7K
3.88K $326K
Blackrock Inc New
84
+ 25.07%
N/A
419 $0
RF
Regions Financial Corp

Financial Services
765
+ 5.08%
$24.03 - $27.41 $18.4K - $21K
15.8K $417K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
78.7K
+ 484.73%
$21.69 - $23.34 $1.71M - $1.84M
94.9K $2.21M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.64K
+ 148.04%
$62.09 - $66.51 $536K - $575K
14.5K $944K
Ge Vernova Inc
343
+ 47.57%
N/A
1.06K $0
Carlyle Tactical Private
1.09K
+ 2.27%
N/A
48.9K $0
IVE
Ishares S&P 500 Value ETF

ETFs
3.9K
+ 185.35%
$194.44 - $206.51 $758K - $805K
6K $1.24M
DFIV
Dimensional ETF Tr

ETFs
2.65K
+ 26.74%
$42.66 - $46.53 $113K - $123K
12.5K $578K
NSC
Norfolk Southern Corp

Industrials
47
+ 2.76%
$259.49 - $300.41 $12.2K - $14.1K
1.75K $526K
Ishares Bitcoin ETF
1.3K
+ 18.13%
N/A
8.49K $0
VBK
Vanguard Small Cap Growth ETF

ETFs
1.44K
+ 88.53%
$276.51 - $305.12 $397K - $438K
3.06K $910K
MCD
Mcdonalds Corp

Consumer Cyclical
385
+ 24.89%
$291.67 - $316.99 $112K - $122K
1.93K $587K
Dimensional ETF Trust Intl Vector Equity ETF
2.75K
+ 34.63%
N/A
10.7K $0
ABBV
Abb Vie Inc.

Healthcare
1.55K
+ 60.23%
$184.85 - $231.54 $287K - $359K
4.13K $955K
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.1K
+ 94.68%
$28.92 - $32.19 $466K - $519K
33.1K $1.06M
T
At&T Inc.

Communication Services
4.03K
+ 23.05%
$26.94 - $29.62 $109K - $119K
21.5K $607K
PEP
Pepsico Inc

Consumer Defensive
469
+ 12.12%
$133.81 - $152.16 $62.8K - $71.4K
4.34K $609K
Alpha Architect 1 3
12
+ 0.25%
N/A
4.81K $0
MA
Mastercard Inc

Financial Services
507
+ 51.01%
$550.18 - $598.96 $279K - $304K
1.5K $853K
NFLX
Netflix Inc

Communication Services
535
+ 127.68%
$1147.87 - $1297.18 $614K - $694K
954 $1.14M
CSCO
Cisco Systems, Inc.

Technology
1.71K
+ 20.97%
$66.2 - $71.79 $113K - $123K
9.88K $675K
CINF
Cincinnati Financial Corp

Financial Services
60
+ 1.57%
$145.8 - $158.1 $8.75K - $9.49K
3.89K $614K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2
+ 0.07%
$195.29 - $223.85 $391 - $448
2.89K $642K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
3
+ 0.07%
$134.42 - $141.26 $403 - $424
4.25K $600K
CRM
Salesforce, Inc.

Technology
520
+ 24.44%
$231.66 - $273.65 $120K - $142K
2.65K $627K
WDAY
Workday, Inc.

Technology
136
+ 5.57%
$213.69 - $247.69 $29.1K - $33.7K
2.58K $620K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.09K
+ 35.04%
$49.78 - $50.75 $204K - $208K
15.8K $798K
DFSV
Dimensional ETF Tr Dimensional

ETFs
26.8K
+ 132.23%
$29.2 - $32.74 $783K - $877K
47.1K $1.5M
NUE
Nucor Corp

Basic Materials
21
+ 0.46%
$133.3 - $150.33 $2.8K - $3.16K
4.62K $625K
DUHP
Dimensional ETF Tr Dimensional

ETFs
4.03K
+ 22.87%
$35.76 - $37.93 $144K - $153K
21.6K $817K
PANW
Palo Alto Networks Inc

Technology
238
+ 7.6%
$167.06 - $208.19 $39.8K - $49.5K
3.37K $686K
VGIT
Vanguard Intermediate Term Tre

ETFs
53K
+ 485.09%
$58.97 - $60.36 $3.13M - $3.2M
63.9K $3.84M
LLY
Eli Lilly & CO

Healthcare
520
+ 58.76%
$625.65 - $812.69 $325K - $423K
1.41K $1.07M
IEMG
Ishares Inc

ETFs
735
+ 6.24%
N/A
12.5K $671K
EPD
Enterprise Products Partners L.P.

Energy
400
+ 1.73%
$30.74 - $32.14 $12.3K - $12.9K
23.6K $737K
MAR
Marriott International Inc

Consumer Cyclical
21
+ 0.77%
$255.35 - $282.87 $5.36K - $5.94K
2.74K $714K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
104
+ 0.69%
$41.53 - $66.18 $4.32K - $6.88K
15.2K $860K
UL
Unilever PLC

Consumer Defensive
444
+ 3.46%
$58.43 - $65.01 $25.9K - $28.9K
13.3K $787K
DFAE
Dimensional ETF Tr

ETFs
38.1K
+ 137.62%
$28.84 - $31.84 $1.1M - $1.21M
65.7K $2.07M
IWF
Ishares Russell 1000 Gr ETF

ETFs
521
+ 27.28%
$420.11 - $472.68 $219K - $246K
2.43K $1.14M
DFAT
Dimensional ETF Tr U S Target

ETFs
6.52K
+ 43.11%
$53.36 - $59.69 $348K - $389K
21.6K $1.26M
Dimensional ETF Trust Us Vector Equity ETF
4.54K
+ 29.89%
N/A
19.7K $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.15K
+ 14.89%
$108.46 - $120.63 $125K - $139K
8.9K $1.06M
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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