Bip Wealth, LLC Incresed Positions in Q3 2024

Bip Wealth, LLC

  • $1.47 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
828K
+ 15.99%
$50.2 - $50.48 $41.6M - $41.8M
6.01M $301B
SPY
Spdr S&P 500 ETF Trust

ETFs
38.9K
+ 8.01%
$517.38 - $573.86 $20.1M - $22.3M
525K $301B
VTV
Vanguard Value ETF

ETFs
80.3K
+ 30.62%
$159.75 - $174.57 $12.8M - $14M
342K $59.8B
VTI
Vanguard Total Stock Market Et

ETFs
36.8K
+ 17.45%
$255.18 - $283.2 $9.39M - $10.4M
248K $70.2B
TFLO
Ishares Treasury Floating Rate

ETFs
241K
+ 19.49%
$50.42 - $50.66 $12.2M - $12.2M
1.48M $74.8B
EFA
Ishares Tr Msci Eafe ETF

ETFs
51.9K
+ 8.54%
$75.32 - $84.37 $3.91M - $4.38M
659K $55.1B
VEU
Vanguard Ftse All World Ex Us

ETFs
84.6K
+ 17.18%
$56.47 - $63.69 $4.78M - $5.39M
577K $36.4B
VT
Vanguard Total World Stk Index

ETFs
37.9K
+ 14.31%
$107.72 - $119.96 $4.08M - $4.55M
303K $36.2B
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
44.9K
+ 22.69%
$61.97 - $69.37 $2.78M - $3.11M
243K $16.7B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
25.6K
+ 4.36%
$48.51 - $52.86 $1.24M - $1.35M
612K $32.3B
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
42.6K
+ 18.09%
$49.13 - $54.55 $2.09M - $2.33M
278K $15B
IWM
Ishares Russell 2000 ETF

ETFs
6.38K
+ 7.1%
$200.87 - $224.6 $1.28M - $1.43M
96.2K $21.2B
AAPL
Apple Inc.

Technology
7.6K
+ 13.82%
$207.23 - $234.82 $1.58M - $1.79M
62.6K $14.6B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
35.3K
+ 13.81%
$41.9 - $48.26 $1.48M - $1.7M
291K $13.9B
SSB
South State Corp

Financial Services
27K
+ 605.16%
$75.47 - $101.63 $2.04M - $2.74M
31.4K $3.05B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
28.2K
+ 14.41%
$63.28 - $70.06 $1.79M - $1.98M
224K $15.7B
EEM
Ishares Msci Emerging Markets

ETFs
25.7K
+ 9.22%
$40.42 - $46.7 $1.04M - $1.2M
305K $14B
REET
Ishares Global Reit ETF

ETFs
30.3K
+ 8.88%
$23.07 - $27.17 $700K - $824K
372K $9.93B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
14.2K
+ 16.22%
$77.23 - $87.97 $1.1M - $1.25M
102K $8.84B
EFV
Msci Eafe Value ETF

ETFs
22.7K
+ 16.75%
$51.72 - $57.96 $1.17M - $1.31M
158K $9.09B
DGS
Wisdomtree Emerging Markets Sm

ETFs
25.8K
+ 11.2%
$48.46 - $54.37 $1.25M - $1.4M
256K $13.8B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
15.8K
+ 17.97%
$98.99 - $101.51 $1.57M - $1.61M
104K $10.5B
HD
Home Depot, Inc.

Consumer Cyclical
1.65K
+ 9.42%
$333.64 - $405.2 $550K - $667K
19.1K $7.75B
SPSB
Spdr Portfolio Short Term Corp

ETFs
46.9K
+ 9.46%
$29.58 - $30.31 $1.39M - $1.42M
543K $16.5B
EWX
Spdr S&P Emerging Markets Smal

ETFs
21.2K
+ 24.56%
$54.3 - $62.38 $1.15M - $1.32M
108K $6.71B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
28.2K
+ 15.38%
$38.51 - $41.69 $1.09M - $1.18M
212K $8.83B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.71K
+ 11.5%
$117.9 - $128.2 $791K - $860K
65.1K $8.34B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
8.54K
+ 12.14%
$85.03 - $94.56 $726K - $808K
78.9K $7.35B
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
17.8K
+ 8.84%
$30.61 - $34.92 $544K - $621K
219K $7.55B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
20.7K
+ 10.46%
$33.74 - $37.96 $698K - $785K
218K $8.2B
VBR
Vanguard Small Cap Value ETF

ETFs
4.23K
+ 32.02%
$179.99 - $201.6 $762K - $854K
17.5K $3.51B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
15.5K
+ 10.75%
$49.77 - $51.95 $769K - $803K
159K $8.25B
TSLA
Tesla, Inc.

Consumer Cyclical
3.62K
+ 198.09%
$191.76 - $263.26 $694K - $953K
5.45K $1.43B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
43.4K
+ 164.93%
$22.38 - $23.66 $972K - $1.03M
69.7K $1.64B
VIG
Vanguard Dividend Appreciation

ETFs
2.65K
+ 8.64%
$182.15 - $182.15 $483K - $483K
33.3K $6.6B
IVV
Ishares Core S&P 500 ETF

ETFs
1.01K
+ 7.5%
$520.18 - $576.82 $525K - $583K
14.5K $8.35B
VB
Vanguard Small Cap ETF

ETFs
2.18K
+ 11.98%
$214.77 - $237.72 $468K - $518K
20.4K $4.83B
AVGE
American Centy ETF Tr Avantis
10.7K
+ 76.79%
N/A
24.7K $1.82B
PG
Procter & Gamble CO

Consumer Defensive
4.65K
+ 93.88%
$160.76 - $177.82 $747K - $826K
9.6K $1.66B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.05K
+ 0.72%
$39.95 - $45.86 $42K - $48.2K
147K $6.7B
ACWI
Ishares Msci Acwi ETF

ETFs
2.84K
+ 4.09%
$107.24 - $119.84 $304K - $340K
72.2K $8.63B
DNL
Wiswisdomtree Tr

ETFs
16.6K
+ 7.26%
$36.65 - $40.81 $609K - $678K
245K $9.66B
MSFT
Microsoft Corp

Technology
2.13K
+ 17.05%
$395.15 - $467.56 $842K - $997K
14.6K $6.3B
KO
Coca Cola CO

Consumer Defensive
5.91K
+ 17.13%
$62.69 - $73.01 $371K - $432K
40.4K $2.91B
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
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
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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