Bip Wealth, LLC Purchases in Q3 2025

Bip Wealth, LLC

  • $2.72 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LNG
Cheniere Energy, Inc.

Energy
134
+ 3.83%
$222.68 - $244.28 $29.8K - $32.7K
3.63K $852K
IBM
International Business Machines Corp

Technology
255
+ 8.78%
$234.77 - $292.47 $59.9K - $74.6K
3.16K $891K
TFC
Truist Financial Corp

Financial Services
2.14K
+ 10.69%
$42.83 - $47.07 $91.8K - $101K
22.2K $1.01M
VGT
Vanguard Information Technolog

ETFs
15.7K
+ 1134.68%
$656.44 - $753.15 $10.3M - $11.9M
17.1K $12.8M
RTX
Raytheon Technologies Corp

Industrials
873
+ 13.76%
$144.19 - $167.33 $126K - $146K
7.22K $1.21M
GPN
Global Payments Inc

Industrials
18.1K
+ 151.59%
$77.61 - $90.01 $1.41M - $1.63M
30.1K $2.5M
BAC
Bank Of America Corp

Financial Services
2.87K
+ 13.92%
$44.92 - $52.42 $129K - $150K
23.5K $1.21M
V
Visa Inc.

Financial Services
1.74K
+ 62.72%
$332.09 - $358.86 $577K - $623K
4.5K $1.54M
GE
General Electric CO

Industrials
701
+ 17.9%
$244.75 - $305.63 $172K - $214K
4.62K $1.39M
SO
Southern CO

Utilities
8.33K
+ 75.63%
$90.83 - $96.0 $756K - $799K
19.3K $1.83M
IVW
Ishares S&P 500 Growth ETF

ETFs
8.58K
+ 92.8%
$108.97 - $121.65 $935K - $1.04M
17.8K $2.15M
VEA
Vanguard Ftse Developed Market

ETFs
491K
+ 2654.22%
$56.02 - $60.3 $27.5M - $29.6M
509K $30.5M
GOOG
Alphabet Inc.

Communication Services
3.46K
+ 57.91%
$175.16 - $255.24 $606K - $883K
9.43K $2.3M
AMT
American Tower Corp

Real Estate
1.4K
+ 28.83%
$192.32 - $232.35 $269K - $325K
6.24K $1.2M
CVX
Chevron Corp

Energy
1.05K
+ 13.88%
$145.57 - $161.83 $152K - $169K
8.58K $1.33M
JNJ
Johnson & Johnson

Healthcare
3.95K
+ 55.41%
$155.17 - $185.42 $613K - $732K
11.1K $2.05M
SCHW
Schwab Charles Corp

Financial Services
472
+ 3.89%
$91.03 - $98.69 $43K - $46.6K
12.6K $1.2M
PG
Procter & Gamble CO

Consumer Defensive
1.88K
+ 26.8%
$150.47 - $161.22 $283K - $303K
8.89K $1.37M
SNV
Synovus Financial Corp

Financial Services
1.85K
+ 8.49%
$46.55 - $59.6 $86K - $110K
23.6K $1.16M
QQQ
Invesco Qqq Trust, Series 1

ETFs
979
+ 44.26%
$546.99 - $602.2 $536K - $590K
3.19K $1.92M
COST
Costco Wholesale Corp

Consumer Defensive
385
+ 28.67%
$915.95 - $994.57 $353K - $383K
1.73K $1.6M
GOOGL
Alphabet Inc.

Communication Services
4.36K
+ 54.52%
$174.36 - $254.72 $760K - $1.11M
12.3K $3M
TSLA
Tesla, Inc.

Consumer Cyclical
4.67K
+ 102.66%
$293.94 - $444.72 $1.37M - $2.08M
9.21K $4.1M
IEFA
Ishares Tr

ETFs
3.69K
+ 20.71%
$81.7 - $87.53 $301K - $323K
21.5K $1.88M
JPM
Jpmorgan Chase & CO

Financial Services
1.98K
+ 37.16%
$282.78 - $316.06 $558K - $624K
7.29K $2.3M
DFIC
Dimensional ETF Tr Dimensional

ETFs
8.8K
+ 17.25%
$30.76 - $33.01 $271K - $290K
59.8K $1.96M
DISV
Dimensional ETF Tr Dimensional

ETFs
21.4K
+ 40.79%
$32.78 - $35.79 $700K - $764K
73.7K $2.63M
WMT
Walmart Inc.

Consumer Defensive
3.41K
+ 19.17%
$94.4 - $104.27 $322K - $355K
21.2K $2.18M
ORCL
Oracle Corp

Technology
543
+ 6.74%
$218.96 - $328.33 $119K - $178K
8.6K $2.42M
AVGO
Broadcom Inc.

Technology
3.22K
+ 49.64%
$264.74 - $369.57 $854K - $1.19M
9.72K $3.21M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
10.5K
+ 13.51%
$22.64 - $23.22 $238K - $244K
88.4K $2.04M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
3.98K
+ 13.26%
$60.01 - $65.01 $239K - $259K
34K $2.21M
META
Meta Platforms, Inc.

Communication Services
1.25K
+ 49.31%
$695.21 - $791.73 $869K - $990K
3.79K $2.78M
MCK
Mckesson Corp

Healthcare
41
+ 1.56%
$659.01 - $772.54 $27K - $31.7K
2.66K $2.06M
XOM
Exxon Mobil Corp

Energy
1.81K
+ 9.21%
$105.83 - $117.22 $192K - $212K
21.5K $2.42M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
146
+ 0.31%
$50.02 - $53.28 $7.3K - $7.78K
47.1K $2.46M
Dimensional ETF Trust Us Large Cap Value ETF
21.8K
+ 26.98%
N/A
102K $0
PHYS
Sprott Physical Gold Trust

Financial Services
9.04K
+ 8.7%
$25.02 - $29.62 $226K - $268K
113K $3.34M
MUB
Ishares National Muni Bond ETF

ETFs
44.9K
+ 171.21%
$103.24 - $106.68 $4.64M - $4.79M
71.2K $7.58M
KO
Coca Cola CO

Consumer Defensive
1.8K
+ 4.58%
$65.67 - $71.67 $118K - $129K
41K $2.72M
Dimensional ETF Trust Us Core Equity 1 ETF
8.59K
+ 19.88%
N/A
51.8K $0
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
12.5K
+ 32.7%
$78.96 - $80.04 $984K - $997K
50.6K $4.04M
VXF
Vanguard Extended Market ETF

ETFs
98K
+ 594.05%
$193.58 - $213.07 $19M - $20.9M
115K $24M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
149K
+ 2518.45%
$567.77 - $614.76 $84.5M - $91.5M
155K $94.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.88K
+ 23.91%
$459.11 - $506.91 $861K - $951K
9.72K $4.89M
SUB
Ishares Short Term National Mu

ETFs
132K
+ 338.56%
$106.17 - $107.3 $14M - $14.2M
171K $18.3M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.78K
+ 1.56%
$36.93 - $40.55 $65.8K - $72.3K
116K $4.66M
AMZN
Amazon Com Inc

Consumer Cyclical
7.72K
+ 39.34%
$211.65 - $238.24 $1.63M - $1.84M
27.4K $6.01M
NVDA
Nvidia Corp

Technology
31.9K
+ 112.43%
$153.3 - $186.58 $4.89M - $5.95M
60.2K $11.2M
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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