Bip Wealth, LLC Reduced Holdings in Q4 2024

Bip Wealth, LLC

  • $1.49 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-311K
- 5.17%
$50.23 - $50.46 $15.6M - $15.7M
5.7M $287B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-10.4K
- 1.58%
$75.1 - $82.99 $780K - $862K
649K $49.1B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-41K
- 6.7%
$51.09 - $55.27 $2.09M - $2.27M
571K $29.2B
EEM
Ishares Msci Emerging Markets

ETFs
-2.45K
- 0.81%
$41.82 - $47.36 $103K - $116K
302K $12.6B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-7.76K
- 3.55%
$34.13 - $37.35 $265K - $290K
211K $7.19B
XOM
Exxon Mobil Corp

Energy
-4.17K
- 17.63%
$105.51 - $125.37 $439K - $522K
19.5K $2.09B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.93K
- 6.04%
$126.68 - $134.74 $498K - $530K
61.2K $7.8B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-4.1K
- 2.79%
$43.02 - $47.32 $176K - $194K
143K $6.17B
KO
Coca Cola CO

Consumer Defensive
-1.69K
- 4.18%
$61.74 - $71.71 $104K - $121K
38.7K $2.41B
HD
Home Depot, Inc.

Consumer Cyclical
-394
- 2.06%
$385.02 - $431.37 $152K - $170K
18.7K $7.29B
MSFT
Microsoft Corp

Technology
-633
- 4.32%
$406.35 - $454.46 $257K - $288K
14K $5.9B
THC
Tenet Healthcare Corp

Healthcare
-1.78K
- 50.01%
$125.42 - $168.52 $223K - $299K
1.77K $224M
AIVI
Kemiao Garment Holding Group

ETFs
-2.46K
- 4.26%
$39.2 - $43.5 $96.5K - $107K
55.3K $2.18B
ACWI
Ishares Msci Acwi ETF

ETFs
-1.25K
- 1.74%
$117.05 - $123.03 $147K - $154K
70.9K $8.33B
RWO
Spdr Dow Jones Global Real Est

ETFs
-1.5K
- 4.45%
$42.41 - $47.31 $63.4K - $70.8K
32.2K $1.38B
VIG
Vanguard Dividend Appreciation

ETFs
-704
- 2.11%
N/A
32.6K $6.39B
ADBE
Adobe Inc.

Technology
-221
- 18.25%
$437.39 - $552.96 $96.7K - $122K
990 $440M
NSC
Norfolk Southern Corp

Industrials
-526
- 22.46%
$230.6 - $277.0 $121K - $146K
1.82K $426M
IEFA
Ishares Tr

ETFs
-8
- 0.05%
$70.06 - $77.43 $560 - $619
16.5K $1.16B
PG
Procter & Gamble CO

Consumer Defensive
-420
- 4.38%
$161.05 - $179.7 $67.6K - $75.5K
9.18K $1.54B
CARR
Carrier Global Corp

Industrials
-830
- 16.04%
$66.69 - $82.65 $55.4K - $68.6K
4.35K $297M
UL
Unilever PLC

Consumer Defensive
-88
- 0.63%
$56.7 - $64.64 $4.99K - $5.69K
13.8K $781M
EFG
Msci Eafe Growth ETF

ETFs
-67
- 0.64%
$96.83 - $106.88 $6.49K - $7.16K
10.4K $1B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-5.73K
- 2.55%
$69.3 - $74.3 $397K - $425K
219K $15.6B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-1.83K
- 3.3%
$50.53 - $55.55 $92.2K - $101K
53.5K $2.73B
ORCL
Oracle Corp

Technology
-391
- 4.77%
$165.41 - $192.43 $64.7K - $75.2K
7.8K $1.3B
LOW
Lowes Companies Inc

Consumer Cyclical
-268
- 22.15%
$244.52 - $284.07 $65.5K - $76.1K
942 $232M
IEMG
Ishares Inc

ETFs
-370
- 3.05%
N/A
11.8K $614M
VNQ
Vanguard Specialized Funds Van

ETFs
-43
- 0.54%
$87.85 - $98.6 $3.78K - $4.24K
7.92K $705M
EUDG
Wisdomtree Tr

ETFs
-916
- 9.83%
$29.79 - $33.83 $27.3K - $31K
8.4K $250M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-1.59K
- 8.99%
$48.43 - $52.86 $76.9K - $83.9K
16.1K $799M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-298
- 1.18%
$77.86 - $79.27 $23.2K - $23.6K
24.9K $1.94B
SPMD
Spdr Portfolio

ETFs
-701
- 2.94%
$54.13 - $59.56 $37.9K - $41.8K
23.1K $1.27B
CAT
Caterpillar Inc

Industrials
-44
- 6.01%
$360.37 - $416.88 $15.9K - $18.3K
688 $249M
ETN
Eaton Corp PLC

Industrials
-98
- 7.66%
$326.96 - $377.52 $32K - $37K
1.18K $392M
ABT
Abbott Laboratories

Healthcare
-257
- 8.22%
$111.93 - $119.39 $28.8K - $30.7K
2.87K $325M
HON
Honeywell International Inc

Industrials
-200
- 17.61%
$202.84 - $236.0 $40.6K - $47.2K
936 $211M
ACN
Accenture PLC

Technology
-44
- 0.96%
$343.9 - $376.86 $15.1K - $16.6K
4.56K $1.61B
WRB
Berkley W R Corp

Financial Services
-493
- 11.55%
$56.48 - $64.94 $27.8K - $32K
3.78K $221M
IVV
Ishares Core S&P 500 ETF

ETFs
-314
- 2.17%
$570.51 - $610.59 $179K - $192K
14.2K $8.34B
GS
Goldman Sachs Group Inc

Financial Services
-81
- 17.65%
$486.1 - $608.57 $39.4K - $49.3K
378 $216M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-69
- 2.94%
$311.11 - $335.64 $21.5K - $23.2K
2.27K $733M
INTU
Intuit Inc

Technology
-9
- 2.34%
$602.01 - $706.25 $5.42K - $6.36K
376 $236M
IWR
Ishares Russell Mid Cap ETF

ETFs
-51
- 0.61%
$87.25 - $95.52 $4.45K - $4.87K
8.27K $731M
IWV
Ishares Russell 3000 ETF

ETFs
-88
- 1.94%
$323.08 - $349.08 $28.4K - $30.7K
4.44K $1.48B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-208
- 1.32%
$124.26 - $134.12 $25.8K - $27.9K
15.5K $2B
META
Meta Platforms, Inc.

Communication Services
-16
- 0.65%
$554.08 - $632.68 $8.87K - $10.1K
2.46K $1.44B
FTNT
Fortinet, Inc.

Technology
-418
- 10.97%
$76.49 - $99.21 $32K - $41.5K
3.39K $320M
SSB
South State Corp

Financial Services
-457
- 1.45%
$94.05 - $111.93 $43K - $51.2K
31K $3.08B
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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