Bip Wealth, LLC Portfolio Holdings

Bip Wealth, LLC

  • $1.47 Trillion
  • Q3 2024

Bip Wealth, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.47 Trillion distributed in 332 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $301B, Spdr S&P 500 ETF Trust with a value of $301B, Ishares Treasury Floating Rate with a value of $74.8B, Vanguard Total Stock Market Et with a value of $70.2B, and Vanguard Value ETF with a value of $59.8B.

Examining the 13F form we can see an increase of $247B in the current position value, from $1.22T to 1.47T.

Bip Wealth, LLC is based out at Atlanta, GA

Below you can find more details about Bip Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.47 Trillion
ETFs: $84.3 Billion
Technology: $35.7 Billion
Financial Services: $16.9 Billion
Consumer Cyclical: $15.1 Billion
Industrials: $11.9 Billion
Consumer Defensive: $9.92 Billion
Healthcare: $7.39 Billion
Energy: $6.16 Billion
Other: $9.27 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$15.5B
$590 Million 0.04% of portfolio
3,549
Q3 2024 Added 43.68%
$251B
$573 Million 0.04% of portfolio
5,044
Q3 2024 Added 23.81%
$240B
$424 Million 0.03% of portfolio
7,972
Q3 2024 Reduced 12.92%
$142B
$407 Million 0.03% of portfolio
3,869
Q3 2024 New
$150B
$424 Million 0.03% of portfolio
1,280
Q3 2024 Added 53.48%
$97.5B
$372 Million 0.03% of portfolio
4,211
Q3 2024 Reduced 4.12%
$237B
$417 Million 0.03% of portfolio
3,504
Q3 2024 Reduced 0.74%
$497B
$486 Million 0.03% of portfolio
985
Q3 2024 Added 29.27%
$24.9B
$484 Million 0.03% of portfolio
3,558
Q2 2024 Reduced 1.17%
$115B
$468 Million 0.03% of portfolio
1,368
Q3 2024 Added 0.96%
$64.4B
$417 Million 0.03% of portfolio
5,175
Q3 2024 New
$63.6B
$362 Million 0.02% of portfolio
8,473
Q1 2024 Reduced 0.59%
$553B
$357 Million 0.02% of portfolio
610
Q3 2024 Added 50.99%
$210B
$287 Million 0.02% of portfolio
732
Q3 2024 New
$22.9B
$305 Million 0.02% of portfolio
2,256
Q3 2024 Added 34.69%
$177B
$237 Million 0.02% of portfolio
1,146
Q3 2024 Added 2.23%
$206B
$357 Million 0.02% of portfolio
3,128
Q3 2024 Added 50.1%
$211B
$315 Million 0.02% of portfolio
3,275
Q3 2024 New
$88.3B
$321 Million 0.02% of portfolio
2,788
Q3 2024 Added 1.34%
$73.2B
$295 Million 0.02% of portfolio
3,810
Q3 2024 New
$17.6B
$233 Million 0.02% of portfolio
1,667
Q3 2024 Added 0.97%
$206B
$227 Million 0.02% of portfolio
459
Q3 2024 New
$5.03B
$277 Million 0.02% of portfolio
15,035
Q2 2024 Added 0.07%
$180B
$239 Million 0.02% of portfolio
385
Q2 2024 Reduced 6.1%
$223B
$256 Million 0.02% of portfolio
1,561
Q3 2024 New
$71B
$256 Million 0.02% of portfolio
2,291
Q3 2024 New
$225B
$273 Million 0.02% of portfolio
1,007
Q3 2024 Added 2.55%
$158B
$357 Million 0.02% of portfolio
1,108
Q3 2024 Added 4.14%
$165B
$358 Million 0.02% of portfolio
16,262
Q3 2024 Reduced 14.34%
$63.9B
$223 Million 0.02% of portfolio
925
Q3 2024 New
$16.6B
$242 Million 0.02% of portfolio
4,268
Q3 2024 Added 49.44%
$156B
$234 Million 0.02% of portfolio
246
Q3 2024 New
$141B
$237 Million 0.02% of portfolio
1,550
Q3 2024 New
$3.93B
$250 Million 0.02% of portfolio
10,300
Q3 2024 New
$26.4B
$244 Million 0.02% of portfolio
5,000
Q3 2024 New
$191B
$318 Million 0.02% of portfolio
7,616
Q3 2024 Added 16.49%
$142B
$237 Million 0.02% of portfolio
405
Q3 2024 New
$144B
$309 Million 0.02% of portfolio
10,673
Q3 2024 Added 47.62%
$37.3B
$229 Million 0.02% of portfolio
425
Q3 2024 New
$214B
$355 Million 0.02% of portfolio
1,166
Q3 2024 Added 10.94%
$149B
$328 Million 0.02% of portfolio
3,883
Q3 2024 Added 7.95%
$25.5B
$340 Million 0.02% of portfolio
14,567
Q3 2024 Added 21.34%
$83.6B
$332 Million 0.02% of portfolio
738
Q3 2024 Added 25.08%
$48.9B
$251 Million 0.02% of portfolio
840
Q3 2024 Reduced 0.36%
$400B
$260 Million 0.02% of portfolio
366
Q3 2024 New
$3.38B
$252 Million 0.02% of portfolio
17,838
Q3 2024 New
$174B
$364 Million 0.02% of portfolio
2,921
Q3 2024 New
$154B
$235 Million 0.02% of portfolio
1,136
Q3 2024 New
$19.5B
$223 Million 0.02% of portfolio
770
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 332
  • Current Value $1.47 Trillion
  • Prior Value $1.22 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 52 stocks
  • Additional Purchases 136 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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