Bip Wealth, LLC Incresed Positions in Q4 2024

Bip Wealth, LLC

  • $1.49 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
2.68K
+ 65.13%
$57.78 - $60.4 $155K - $162K
6.8K $394M
IWN
Ishares Russell2000 Val ETF

ETFs
938
+ 25.88%
$162.69 - $181.35 $153K - $170K
4.56K $749M
NFLX
Netflix Inc

Communication Services
87
+ 23.77%
$687.65 - $936.56 $59.8K - $81.5K
453 $403M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.13K
+ 50.2%
$61.52 - $66.5 $131K - $142K
6.38K $407M
LNG
Cheniere Energy, Inc.

Energy
50
+ 1.43%
$181.07 - $225.92 $9.05K - $11.3K
3.55K $762M
DVY
Ishares Tr

ETFs
1.15K
+ 23.61%
$129.55 - $143.41 $149K - $165K
6.03K $791M
EPD
Enterprise Products Partners L.P.

Energy
2.6K
+ 12.34%
$28.66 - $34.43 $74.6K - $89.6K
23.7K $743M
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.3K
+ 377.61%
$25.93 - $105.3 $422K - $1.71M
20.6K $573M
CSCO
Cisco Systems, Inc.

Technology
1.29K
+ 16.21%
$52.45 - $60.02 $67.8K - $77.5K
9.26K $548M
IWM
Ishares Russell 2000 ETF

ETFs
480
+ 0.5%
$216.13 - $242.4 $104K - $116K
96.7K $21.4B
MAR
Marriott International Inc

Consumer Cyclical
104
+ 3.81%
$246.06 - $292.59 $25.6K - $30.4K
2.83K $790M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.32K
+ 52.9%
$47.58 - $48.56 $110K - $112K
6.69K $320M
MA
Mastercard Inc

Financial Services
120
+ 12.18%
$491.3 - $536.15 $59K - $64.3K
1.11K $582M
T
At&T Inc.

Communication Services
3.47K
+ 21.34%
$21.22 - $23.88 $73.7K - $82.9K
19.7K $449M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
2.09K
+ 36.27%
$57.96 - $64.2 $121K - $134K
7.84K $456M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.21K
+ 11.11%
$44.33 - $49.55 $98K - $110K
22.1K $993M
IVE
Ishares S&P 500 Value ETF

ETFs
524
+ 25.79%
$189.5 - $206.17 $99.3K - $108K
2.56K $488M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
15
+ 0.1%
$17.13 - $34.23 $257 - $513
15.1K $364M
VO
Vanguard Mid Cap ETF

ETFs
312
+ 12.06%
$261.5 - $284.63 $81.6K - $88.8K
2.9K $765M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.13K
+ 30.87%
$77.02 - $78.58 $87K - $88.7K
4.79K $370M
DUK
Duke Energy Corp

Utilities
942
+ 33.79%
$105.76 - $120.76 $99.6K - $114K
3.73K $402M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
7.67K
+ 4.81%
$49.87 - $52.46 $382K - $402K
167K $8.33B
NKE
Nike, Inc.

Consumer Cyclical
1.75K
+ 41.51%
$73.36 - $89.13 $128K - $156K
5.96K $451M
XLF
Financial Sector Spdr

ETFs
1.24K
+ 20.67%
$44.89 - $51.34 $55.8K - $63.8K
7.26K $351M
UNH
Unitedhealth Group Inc

Healthcare
234
+ 38.36%
$485.52 - $625.25 $114K - $146K
844 $427M
DIS
Walt Disney CO

Communication Services
133
+ 4.06%
$92.39 - $117.6 $12.3K - $15.6K
3.41K $379M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.44K
+ 11.91%
$48.33 - $49.08 $69.7K - $70.8K
13.6K $656M
VBK
Vanguard Small Cap Growth ETF

ETFs
144
+ 10.23%
$264.18 - $304.19 $38K - $43.8K
1.55K $435M
RF
Regions Financial Corp

Financial Services
2.33K
+ 16.01%
$22.45 - $27.47 $52.4K - $64.1K
16.9K $397M
IWF
Ishares Russell 1000 Gr ETF

ETFs
7
+ 0.34%
$370.24 - $418.94 $2.59K - $2.93K
2.05K $821M
XLY
Select Sector Spdr Consumer Di

ETFs
99
+ 7.14%
$194.8 - $239.43 $19.3K - $23.7K
1.49K $333M
SUB
Ishares Short Term National Mu

ETFs
621
+ 3.1%
$104.94 - $106.2 $65.2K - $66K
20.7K $2.18B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
225
+ 3.07%
$442.29 - $483.08 $99.5K - $109K
7.55K $3.42B
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
3.38K
+ 9.35%
$25.25 - $26.34 $85.3K - $89K
39.5K $1B
CVX
Chevron Corp

Energy
451
+ 6.27%
$141.15 - $162.53 $63.7K - $73.3K
7.64K $1.11B
SPSB
Spdr Portfolio Short Term Corp

ETFs
9.23K
+ 1.7%
$29.77 - $30.19 $275K - $279K
553K $16.5B
NEE
Nextera Energy Inc

Utilities
1.34K
+ 34.41%
$69.77 - $85.43 $93.2K - $114K
5.22K $374M
AMGN
Amgen Inc

Healthcare
434
+ 39.17%
$258.78 - $328.31 $112K - $142K
1.54K $402M
DFIV
Dimensional ETF Tr

ETFs
1.74K
+ 25.67%
$34.86 - $37.97 $60.7K - $66.1K
8.53K $303M
AFL
Aflac Inc

Financial Services
602
+ 26.28%
$100.37 - $115.27 $60.4K - $69.4K
2.89K $299M
IYR
Ishares Tr

ETFs
643
+ 31.15%
$90.74 - $102.87 $58.3K - $66.1K
2.71K $252M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
48
+ 1.52%
$170.03 - $192.78 $8.16K - $9.25K
3.2K $592M
CMCSA
Comcast Corp

Communication Services
1.95K
+ 25.63%
$37.39 - $45.14 $73K - $88.1K
9.57K $359M
SO
Southern CO

Utilities
1.47K
+ 14.36%
$81.5 - $94.15 $120K - $139K
11.7K $965M
IBM
International Business Machines Corp

Technology
200
+ 6.4%
$204.9 - $238.04 $41K - $47.6K
3.33K $731M
WDAY
Workday, Inc.

Technology
66
+ 4.55%
$233.85 - $279.91 $15.4K - $18.5K
1.52K $391M
SBUX
Starbucks Corp

Consumer Cyclical
549
+ 25.39%
$87.44 - $102.5 $48K - $56.3K
2.71K $247M
GPC
Genuine Parts CO

Consumer Cyclical
637
+ 38.21%
$113.11 - $143.63 $72.1K - $91.5K
2.3K $269M
BX
Blackstone Inc.

Financial Services
35
+ 2.26%
$148.45 - $199.05 $5.2K - $6.97K
1.59K $273M
Activity Summary
Buys All Purchases 193 New Holdings 40 Increased Positions 153 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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