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
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
IWF
Ishares Russell 1000 Gr ETF

ETFs
161
+ 8.58%
$332.02 - $382.76 $53.5K - $61.6K
2.04K $765M
XYL
Xylem Inc.

Industrials
581
+ 34.69%
$126.14 - $141.53 $73.3K - $82.2K
2.26K $305M
AVGO
Broadcom Inc.

Technology
5.26K
+ 905.85%
$136.27 - $1745.86 $717K - $9.19M
5.84K $1.01B
NEE
Nextera Energy Inc

Utilities
286
+ 7.95%
$69.9 - $84.97 $20K - $24.3K
3.88K $328M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
114
+ 2.01%
$105.53 - $118.34 $12K - $13.5K
5.79K $677M
MRK
Merck & Co., Inc.

Healthcare
970
+ 23.81%
$111.15 - $128.97 $108K - $125K
5.04K $573M
VOE
Vanguard Mid Cap Value Index F

ETFs
222
+ 13.72%
$149.02 - $167.67 $33.1K - $37.2K
1.84K $309M
JPM
Jpmorgan Chase & CO

Financial Services
163
+ 4.94%
$194.9 - $224.8 $31.8K - $36.6K
3.46K $730M
XLY
Select Sector Spdr Consumer Di

ETFs
164
+ 13.41%
$170.05 - $200.86 $27.9K - $32.9K
1.39K $278M
CRM
Salesforce, Inc.

Technology
20
+ 0.77%
$238.42 - $276.53 $4.77K - $5.53K
2.61K $715M
V
Visa Inc.

Financial Services
54
+ 2.11%
$253.74 - $291.56 $13.7K - $15.7K
2.61K $717M
AXP
American Express CO

Financial Services
25
+ 2.55%
$225.92 - $271.17 $5.65K - $6.78K
1.01K $273M
DUK
Duke Energy Corp

Utilities
37
+ 1.34%
$99.35 - $117.71 $3.68K - $4.36K
2.79K $321M
VBK
Vanguard Small Cap Growth ETF

ETFs
55
+ 4.07%
$240.48 - $267.94 $13.2K - $14.7K
1.41K $376M
RSP
Invesco S&P 500 Equal Weight E

ETFs
83
+ 5.87%
$162.83 - $179.16 $13.5K - $14.9K
1.5K $268M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1
+ 0.02%
$87.56 - $95.49 $87.6 - $95.5
4.39K $419M
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.05%
$181.06 - $197.17 $181 - $197
2.03K $401M
MCK
Mckesson Corp

Healthcare
531
+ 20.49%
$479.06 - $630.38 $254K - $335K
3.12K $1.54B
PEP
Pepsico Inc

Consumer Defensive
67
+ 1.9%
$161.9 - $179.3 $10.8K - $12K
3.6K $612M
XLF
Financial Sector Spdr

ETFs
25
+ 0.42%
$40.84 - $45.74 $1.02K - $1.14K
6.02K $273M
AMGN
Amgen Inc

Healthcare
44
+ 4.14%
$309.38 - $337.38 $13.6K - $14.8K
1.11K $357M
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.14%
$173.36 - $189.8 $347 - $380
1.46K $276M
TXN
Texas Instruments Inc

Technology
25
+ 2.23%
$194.6 - $194.6 $4.87K - $4.87K
1.15K $237M
WRB
Berkley W R Corp

Financial Services
1.41K
+ 49.44%
$51.54 - $79.62 $72.8K - $112K
4.27K $242M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
20
+ 0.47%
$59.93 - $66.52 $1.2K - $1.33K
4.27K $284M
PANW
Palo Alto Networks Inc

Technology
13
+ 0.96%
$294.18 - $368.01 $3.82K - $4.78K
1.37K $468M
ADBE
Adobe Inc.

Technology
95
+ 8.51%
$508.13 - $586.55 $48.3K - $55.7K
1.21K $627M
GPC
Genuine Parts CO

Consumer Cyclical
16
+ 0.97%
$131.04 - $147.11 $2.1K - $2.35K
1.67K $233M
Blackstone Private Credi
171
+ 1.6%
N/A
10.8K $277M
BAC
Bank Of America Corp

Financial Services
74
+ 0.39%
$36.65 - $44.13 $2.71K - $3.27K
18.8K $748M
Ares Real Estate Income
152
+ 1.33%
N/A
11.6K $86.6M
LWLG
Lightwave Logic, Inc.

Basic Materials
680
+ 4.53%
$2.53 - $4.15 $1.72K - $2.82K
15.7K $43.3M
GOOGL
Alphabet Inc.

Communication Services
354
+ 5.09%
$148.65 - $191.18 $52.6K - $67.7K
7.3K $1.21B
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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