Bip Wealth, LLC Reduced Holdings in Q3 2025

Bip Wealth, LLC

  • $2.72 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-15.9K
- 3.0%
$617.65 - $666.84 $9.81M - $10.6M
513K $342M
TFLO
Ishares Treasury Floating Rate

ETFs
-314K
- 17.3%
$50.45 - $50.65 $15.8M - $15.9M
1.5M $75.9M
VTV
Vanguard Value ETF

ETFs
-15.8K
- 4.58%
$175.51 - $186.57 $2.78M - $2.95M
330K $61.5M
VT
Vanguard Total World Stk Index

ETFs
-12.3K
- 3.71%
$128.41 - $138.03 $1.58M - $1.7M
319K $43.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
-7K
- 1.12%
$66.38 - $71.68 $465K - $502K
621K $44.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-14.8K
- 2.88%
$52.12 - $55.33 $771K - $818K
499K $27.6M
IWM
Ishares Russell 2000 ETF

ETFs
-901
- 0.92%
$214.92 - $244.84 $194K - $221K
96.9K $23.4M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-5.33K
- 1.94%
$74.73 - $80.82 $398K - $431K
269K $21.4M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-30
- 0.01%
$58.7 - $62.94 $1.76K - $1.89K
309K $19.2M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-21K
- 10.22%
$54.85 - $58.99 $1.15M - $1.24M
184K $10.5M
EFV
Msci Eafe Value ETF

ETFs
-11.2K
- 6.68%
$62.79 - $68.42 $703K - $766K
156K $10.6M
VV
Vanguard Large Cap ETF

ETFs
-547
- 1.51%
$285.05 - $309.14 $156K - $169K
35.7K $11M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-29
- 0.03%
$87.69 - $96.0 $2.54K - $2.78K
93.1K $8.78M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-17.1K
- 6.8%
$31.31 - $34.54 $534K - $589K
234K $7.87M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-8.02K
- 4.19%
$39.8 - $42.86 $319K - $344K
184K $7.85M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-6.43K
- 12.01%
$132.9 - $142.03 $855K - $914K
47.2K $6.65M
VIG
Vanguard Dividend Appreciation

ETFs
-579
- 1.8%
N/A
31.5K $5.74M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-1.28K
- 1.28%
$61.93 - $68.12 $79.5K - $87.4K
99.3K $6.68M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-14K
- 10.47%
$42.43 - $45.05 $596K - $633K
120K $5.28M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-6.38K
- 8.05%
$42.67 - $46.91 $272K - $299K
72.9K $3.41M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.24K
- 3.67%
$72.04 - $77.35 $89.3K - $95.8K
32.5K $2.5M
AIVI
Kemiao Garment Holding Group

ETFs
-6.67K
- 13.86%
$47.8 - $51.29 $319K - $342K
41.5K $2.06M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-66
- 0.42%
$135.0 - $146.02 $8.91K - $9.64K
15.6K $2.27M
DAVA
Endava PLC

Technology
-1.6K
- 1.49%
$8.8 - $15.71 $14.1K - $25.1K
106K $962K
IWV
Ishares Russell 3000 ETF

ETFs
-8
- 0.18%
$351.04 - $379.81 $2.81K - $3.04K
4.41K $1.67M
RWO
Spdr Dow Jones Global Real Est

ETFs
-2.61K
- 9.13%
$43.53 - $46.27 $114K - $121K
26K $1.19M
XLK
Technology Sector Spdr

ETFs
-160
- 3.63%
$250.97 - $282.66 $40.2K - $45.2K
4.25K $1.2M
SPMD
Spdr Portfolio

ETFs
-1.58K
- 8.02%
$54.43 - $58.29 $85.9K - $92K
18.1K $1.04M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-4.57K
- 16.71%
$33.26 - $34.01 $152K - $155K
22.8K $771K
EFG
Msci Eafe Growth ETF

ETFs
-399
- 5.15%
$106.99 - $114.46 $42.7K - $45.7K
7.36K $837K
IWR
Ishares Russell Mid Cap ETF

ETFs
-18
- 0.22%
$92.26 - $97.51 $1.66K - $1.76K
8.3K $801K
VNQ
Vanguard Specialized Funds Van

ETFs
-196
- 2.4%
$88.47 - $93.24 $17.3K - $18.3K
7.98K $729K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-2.11K
- 7.67%
$25.83 - $26.47 $54.4K - $55.8K
25.4K $667K
VO
Vanguard Mid Cap ETF

ETFs
-6
- 0.26%
$279.83 - $293.74 $1.68K - $1.76K
2.32K $680K
ET
Energy Transfer LP

Energy
-1.06K
- 3.09%
$17.11 - $18.16 $18.2K - $19.3K
33.3K $570K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-29
- 1.61%
$339.37 - $366.46 $9.84K - $10.6K
1.77K $646K
ARCC
Ares Capital Corp

Financial Services
-12.8K
- 47.77%
$20.41 - $23.25 $262K - $298K
14K $285K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-143
- 1.04%
$42.26 - $47.16 $6.04K - $6.74K
13.6K $628K
IWN
Ishares Russell2000 Val ETF

ETFs
-40
- 1.14%
$157.1 - $178.94 $6.28K - $7.16K
3.46K $611K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-26
- 0.38%
$68.95 - $75.02 $1.79K - $1.95K
6.86K $513K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-5.65K
- 38.5%
$28.15 - $30.13 $159K - $170K
9.03K $267K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-1.14K
- 14.39%
$50.16 - $52.45 $57.1K - $59.7K
6.78K $354K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-79
- 1.89%
$94.17 - $99.95 $7.44K - $7.9K
4.11K $410K
FNDX
Schwab Fundamental U S Large C

ETFs
-425
- 2.65%
$24.38 - $26.34 $10.4K - $11.2K
15.6K $411K
HWM
Howmet Aerospace Inc.

Industrials
-886
- 42.66%
$171.0 - $196.23 $152K - $174K
1.19K $233K
AMGN
Amgen Inc

Healthcare
-73
- 6.29%
$271.18 - $309.22 $19.8K - $22.6K
1.09K $306K
IXUS
Ishares Tr

ETFs
-184
- 4.4%
$76.35 - $82.58 $14K - $15.2K
4K $330K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-184
- 3.72%
$63.88 - $69.11 $11.8K - $12.7K
4.76K $323K
MSI
Motorola Solutions, Inc.

Technology
-51
- 6.78%
$408.73 - $490.3 $20.8K - $25K
701 $320K
Activity Summary
Buys All Purchases 227 New Holdings 45 Increased Positions 182 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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