Bip Wealth, LLC Incresed Positions in Q1 2025

Bip Wealth, LLC

  • $1.53 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.12K
+ 28.09%
$58.01 - $64.46 $64.9K - $72.1K
5.1K $317M
VNQ
Vanguard Specialized Funds Van

ETFs
774
+ 9.77%
$85.55 - $94.34 $66.2K - $73K
8.69K $787M
EPD
Enterprise Products Partners L.P.

Energy
396
+ 1.67%
$31.75 - $34.14 $12.6K - $13.5K
24.1K $822M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.74K
+ 47.11%
$50.44 - $58.1 $87.6K - $101K
5.42K $279M
DUK
Duke Energy Corp

Utilities
32
+ 0.86%
$105.87 - $121.97 $3.39K - $3.9K
3.76K $459M
VBK
Vanguard Small Cap Growth ETF

ETFs
394
+ 25.39%
$247.97 - $296.33 $97.7K - $117K
1.95K $490M
MO
Altria Group, Inc.

Consumer Defensive
364
+ 9.04%
$50.81 - $60.02 $18.5K - $21.8K
4.39K $264M
VHT
Vanguard Health Care ETF

ETFs
77
+ 3.06%
$254.06 - $273.83 $19.6K - $21.1K
2.59K $686M
HWM
Howmet Aerospace Inc.

Industrials
3
+ 0.14%
$110.79 - $139.39 $332 - $418
2.08K $269M
NFLX
Netflix Inc

Communication Services
23
+ 5.08%
$828.4 - $1058.6 $19.1K - $24.3K
476 $444M
CSCO
Cisco Systems, Inc.

Technology
256
+ 2.76%
$58.74 - $64.87 $15K - $16.6K
9.52K $587M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
561
+ 3.28%
$18.36 - $20.51 $10.3K - $11.5K
17.7K $350M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
201
+ 1.48%
$48.43 - $49.9 $9.73K - $10K
13.8K $686M
DE
Deere & CO

Industrials
2
+ 0.32%
$408.57 - $509.27 $817 - $1.02K
622 $292M
EUDG
Wisdomtree Tr

ETFs
23
+ 0.27%
$29.73 - $34.14 $684 - $785
8.42K $274M
AFL
Aflac Inc

Financial Services
9
+ 0.31%
$100.99 - $111.19 $909 - $1K
2.9K $323M
SBUX
Starbucks Corp

Consumer Cyclical
49
+ 1.81%
$91.75 - $115.81 $4.5K - $5.67K
2.76K $271M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
76
+ 2.54%
$67.08 - $76.14 $5.1K - $5.79K
3.07K $226M
XLF
Financial Sector Spdr

ETFs
224
+ 3.09%
$47.32 - $52.19 $10.6K - $11.7K
7.48K $373M
SNA
Snap On Inc

Industrials
64
+ 8.31%
$324.09 - $358.62 $20.7K - $23K
834 $281M
FNDX
Schwab Fundamental U S Large C

ETFs
872
+ 5.71%
$23.03 - $25.01 $20.1K - $21.8K
16.2K $381M
FISV
Fiserv Inc

Technology
4
+ 0.37%
N/A
1.09K $240M
WFC
Wells Fargo & Company

Financial Services
116
+ 2.13%
$66.78 - $81.42 $7.75K - $9.44K
5.57K $400M
XLP
Consumer Staples Sector Spdr

ETFs
1
+ 0.04%
N/A
2.58K $211M
IVE
Ishares S&P 500 Value ETF

ETFs
42
+ 1.64%
$185.78 - $198.58 $7.8K - $8.34K
2.6K $495M
VIG
Vanguard Dividend Appreciation

ETFs
339
+ 1.04%
N/A
33K $6.4B
Carlyle Tactical Private
1.14K
+ 2.5%
N/A
46.8K $395M
XLI
Industrial Sector Spdr

ETFs
38
+ 2.1%
$128.78 - $141.67 $4.89K - $5.38K
1.85K $242M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
862
+ 6.74%
$21.23 - $23.75 $18.3K - $20.5K
13.7K $294M
Blackstone Private Credi
182
+ 1.65%
N/A
11.2K $284M
TJX
Tjx Companies Inc

Consumer Cyclical
10
+ 0.54%
$112.81 - $126.16 $1.13K - $1.26K
1.86K $227M
Ares Real Estate Income
156
+ 1.33%
N/A
11.9K $90.9M
OKE
Oneok Inc

Energy
3
+ 0.13%
$89.57 - $109.85 $269 - $330
2.37K $235M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5
+ 0.39%
$408.78 - $448.82 $2.04K - $2.24K
1.28K $535M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
10
+ 0.31%
$67.43 - $75.54 $674 - $755
3.22K $220M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
14
+ 0.19%
$61.91 - $66.79 $867 - $935
7.45K $465M
GS
Goldman Sachs Group Inc

Financial Services
7
+ 1.85%
$524.81 - $672.19 $3.67K - $4.71K
385 $210M
Blackrock Inc New
14
+ 5.15%
N/A
286 $271M
EMR
Emerson Electric CO

Industrials
116
+ 6.65%
$108.64 - $131.17 $12.6K - $15.2K
1.86K $204M
VO
Vanguard Mid Cap ETF

ETFs
10
+ 0.35%
$251.87 - $277.95 $2.52K - $2.78K
2.91K $752M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
186
+ 1.24%
$25.58 - $29.24 $4.76K - $5.44K
15.2K $399M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
5
+ 0.11%
$119.84 - $136.1 $599 - $681
4.59K $555M
SCHA
Schwab Strategic Tr Us Small C

ETFs
791
+ 4.97%
$23.16 - $27.04 $18.3K - $21.4K
16.7K $392M
PANW
Palo Alto Networks Inc

Technology
39
+ 1.41%
$167.82 - $208.28 $6.54K - $8.12K
2.8K $478M
IWR
Ishares Russell Mid Cap ETF

ETFs
16
+ 0.19%
$82.81 - $92.93 $1.32K - $1.49K
8.29K $705M
AXP
American Express CO

Financial Services
1
+ 0.1%
$255.39 - $325.87 $255 - $326
1.03K $278M
DIS
Walt Disney CO

Communication Services
137
+ 4.02%
$96.87 - $114.0 $13.3K - $15.6K
3.55K $350M
AMD
Advanced Micro Devices Inc

Technology
43
+ 2.18%
$96.63 - $129.55 $4.16K - $5.57K
2.01K $207M
SCHG
Schwab Strategic Tr Us Large C

ETFs
383
+ 1.86%
$24.91 - $29.02 $9.54K - $11.1K
20.9K $524M
Activity Summary
Buys All Purchases 136 New Holdings 19 Increased Positions 117 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bip Wealth, LLC Portfolio

Follow Bip Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bip Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bip Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email