Bip Wealth, LLC Purchases in Q3 2024

Bip Wealth, LLC

  • $1.47 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Carlyle Tactical Private
29.4K
+ 193.74%
N/A
44.5K $382M
AI
C3.Ai, Inc.

Technology
10.3K
New
$21.12 - $30.58 $218K - $315K
10.3K $250M
VGIT
Vanguard Intermediate Term Tre

ETFs
4.12K
New
$57.8 - $60.8 $238K - $250K
4.12K $249M
CQP
Cheniere Energy Partners, L.P.

Energy
5K
New
$47.4 - $54.36 $237K - $272K
5K $244M
BX
Blackstone Inc.

Financial Services
1.55K
New
$120.77 - $159.66 $187K - $247K
1.55K $237M
ARCC
Ares Capital Corp

Financial Services
11.3K
+ 76.74%
$19.8 - $21.28 $223K - $240K
25.9K $543M
LMT
Lockheed Martin Corp

Industrials
405
New
$460.3 - $584.56 $186K - $237K
405 $237M
HON
Honeywell International Inc

Industrials
1.14K
New
$196.73 - $220.21 $223K - $250K
1.14K $235M
BLK
Black Rock Inc.

Financial Services
246
New
$782.27 - $949.51 $192K - $234K
246 $234M
SPYG
Spdr Portfolio

ETFs
1.78K
+ 5.92%
$73.38 - $84.1 $131K - $150K
31.9K $2.64B
MPC
Marathon Petroleum Corp

Energy
1.42K
New
$158.61 - $180.75 $225K - $256K
1.42K $231M
MLM
Martin Marietta Materials Inc

Basic Materials
425
New
$502.48 - $593.35 $214K - $252K
425 $229M
GS
Goldman Sachs Group Inc

Financial Services
459
New
$459.02 - $510.25 $211K - $234K
459 $227M
JNJ
Johnson & Johnson

Healthcare
722
+ 10.68%
$145.48 - $167.38 $105K - $121K
7.48K $1.21B
SNA
Snap On Inc

Industrials
770
New
$255.35 - $289.77 $197K - $223K
770 $223M
BDX
Becton Dickinson & CO

Healthcare
925
New
$221.47 - $242.41 $205K - $224K
925 $223M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.99K
New
$66.31 - $74.08 $198K - $222K
2.99K $220M
TJX
Tjx Companies Inc

Consumer Cyclical
1.83K
New
$107.93 - $120.23 $197K - $220K
1.83K $215M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.21K
New
$85.84 - $85.84 $190K - $190K
2.21K $214M
XLI
Industrial Sector Spdr

ETFs
1.57K
New
$120.56 - $135.44 $189K - $213K
1.57K $213M
SBUX
Starbucks Corp

Consumer Cyclical
2.16K
New
$72.51 - $98.6 $157K - $213K
2.16K $211M
IYR
Ishares Tr

ETFs
2.06K
New
$86.93 - $103.61 $179K - $214K
2.06K $210M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.85K
New
$64.35 - $75.71 $183K - $215K
2.85K $210M
HWM
Howmet Aerospace Inc.

Industrials
2.07K
New
$77.3 - $100.22 $160K - $208K
2.07K $208M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.27K
New
$57.32 - $62.65 $188K - $205K
3.27K $204M
PSX
Phillips 66

Energy
1.55K
New
$125.0 - $147.17 $194K - $228K
1.55K $204M
META
Meta Platforms, Inc.

Communication Services
69
+ 2.87%
$453.41 - $572.44 $31.3K - $39.5K
2.47K $1.42B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.14K
New
$58.03 - $65.37 $182K - $205K
3.14K $203M
Rolls Royce Holdin Ordf
28.9K
New
N/A
28.9K $203M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.12K
+ 56.0%
$75.47 - $83.18 $160K - $176K
5.9K $490M
LLY
Eli Lilly & CO

Healthcare
237
+ 31.56%
$772.14 - $960.02 $183K - $228K
988 $875M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.8K
+ 45.67%
$48.06 - $49.39 $182K - $188K
12.1K $597M
AMZN
Amazon Com Inc

Consumer Cyclical
1.67K
+ 9.62%
$161.02 - $200.0 $268K - $333K
19K $3.54B
VO
Vanguard Mid Cap ETF

ETFs
538
+ 26.27%
$237.84 - $263.83 $128K - $142K
2.59K $682M
VEA
Vanguard Ftse Developed Market

ETFs
2.74K
+ 27.92%
$47.6 - $53.31 $130K - $146K
12.5K $662M
ABBV
Abb Vie Inc.

Healthcare
595
+ 25.88%
$163.84 - $199.33 $97.5K - $119K
2.89K $572M
ETN
Eaton Corp PLC

Industrials
446
+ 53.48%
$272.52 - $333.02 $122K - $149K
1.28K $424M
UNH
Unitedhealth Group Inc

Healthcare
206
+ 50.99%
$488.01 - $604.18 $101K - $124K
610 $357M
MA
Mastercard Inc

Financial Services
223
+ 29.27%
$429.6 - $500.99 $95.8K - $112K
985 $486M
ABT
Abbott Laboratories

Healthcare
1.04K
+ 50.1%
$100.07 - $118.13 $104K - $123K
3.13K $357M
PFE
Pfizer Inc

Healthcare
3.44K
+ 47.62%
$27.7 - $31.39 $95.4K - $108K
10.7K $309M
AVLV
American Centy ETF Tr Avantis
1.43K
+ 40.95%
$60.05 - $65.83 $85.6K - $93.8K
4.91K $323M
MSI
Motorola Solutions, Inc.

Technology
148
+ 25.08%
$385.65 - $450.49 $57.1K - $66.7K
738 $332M
SCHG
Schwab Strategic Tr Us Large C

ETFs
871
+ 25.36%
$92.63 - $105.69 $80.7K - $92.1K
4.31K $449M
RF
Regions Financial Corp

Financial Services
2.56K
+ 21.34%
$19.51 - $23.42 $50K - $60K
14.6K $340M
XLK
Technology Sector Spdr

ETFs
403
+ 8.91%
$197.34 - $237.68 $79.5K - $95.8K
4.92K $1.11B
USMF
Wisdomtree Tr Us Multifactor F

ETFs
602
+ 3.53%
$44.69 - $48.87 $26.9K - $29.4K
17.7K $863M
MCD
Mcdonalds Corp

Consumer Cyclical
115
+ 10.94%
$245.82 - $304.51 $28.3K - $35K
1.17K $355M
IWN
Ishares Russell2000 Val ETF

ETFs
224
+ 6.59%
$150.05 - $171.34 $33.6K - $38.4K
3.63K $605M
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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