Bip Wealth, LLC Portfolio Holdings

Bip Wealth, LLC

  • $1.53 Trillion
  • Q1 2025

Bip Wealth, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.53 Trillion distributed in 285 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $299B, Wisdomtree Floating Rate Treas with a value of $290B, Ishares Treasury Floating Rate with a value of $91.9B, Vanguard Total Stock Market Et with a value of $80.3B, and Vanguard Value ETF with a value of $58.6B.

Examining the 13F form we can see an increase of $39.8B in the current position value, from $1.49T to 1.53T.

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 $1.53 Trillion
ETFs: $93.9 Billion
Technology: $32.4 Billion
Financial Services: $21.4 Billion
Industrials: $16.9 Billion
Consumer Cyclical: $13.8 Billion
Consumer Defensive: $10.2 Billion
Energy: $9.57 Billion
Healthcare: $8.02 Billion
Other: $9.05 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$199B
$582 Million 0.04% of portfolio
20,591
Q1 2025 Added 4.35%
$280B
$587 Million 0.04% of portfolio
9,520
Q1 2025 Added 2.76%
$537B
$602 Million 0.04% of portfolio
1,098
Q1 2025 Reduced 0.63%
$88.6B
$676 Million 0.04% of portfolio
2,836
Q1 2025 Added 0.14%
$337B
$646 Million 0.04% of portfolio
3,083
Q1 2025 Reduced 2.1%
$64.4B
$430 Million 0.03% of portfolio
1,816
Q4 2024 Reduced 22.46%
$261B
$436 Million 0.03% of portfolio
832
Q1 2025 Reduced 1.42%
$54.7B
$441 Million 0.03% of portfolio
23,722
Q1 2025 Reduced 0.77%
$525B
$444 Million 0.03% of portfolio
476
Q1 2025 Added 5.08%
$11.4B
$445 Million 0.03% of portfolio
15,044
Q1 2025 Reduced 0.04%
$122B
$415 Million 0.03% of portfolio
3,947
Q4 2024 Added 2.02%
$318B
$400 Million 0.03% of portfolio
5,566
Q1 2025 Added 2.13%
$92.2B
$459 Million 0.03% of portfolio
3,762
Q1 2025 Added 0.86%
$7.4B
$532 Million 0.03% of portfolio
4,283
Q1 2025 New
$199B
$526 Million 0.03% of portfolio
3,508
Q1 2025 Reduced 4.13%
$23.5B
$526 Million 0.03% of portfolio
3,558
Q2 2024 Reduced 1.17%
$213B
$471 Million 0.03% of portfolio
5,243
Q1 2025 Reduced 4.78%
$60.2B
$478 Million 0.03% of portfolio
2,800
Q1 2025 Added 1.41%
$160M
$491 Million 0.03% of portfolio
226,225
Q1 2025 Added 3.25%
$230B
$278 Million 0.02% of portfolio
1,032
Q1 2025 Added 0.1%
$220B
$278 Million 0.02% of portfolio
2,093
Q1 2025 Reduced 27.1%
$111B
$271 Million 0.02% of portfolio
2,760
Q1 2025 Added 1.81%
$17.6B
$281 Million 0.02% of portfolio
834
Q1 2025 Added 8.31%
$23.6B
$287 Million 0.02% of portfolio
2,401
Q4 2024 Added 6.43%
$153B
$287 Million 0.02% of portfolio
1,056
Q1 2025 Reduced 10.66%
$155B
$292 Million 0.02% of portfolio
622
Q1 2025 Added 0.32%
$77.6B
$269 Million 0.02% of portfolio
2,077
Q1 2025 Added 0.14%
$18.2B
$269 Million 0.02% of portfolio
3,775
Q4 2024 Reduced 11.55%
$220B
$230 Million 0.02% of portfolio
375
Q1 2025 Reduced 0.27%
$36.6B
$235 Million 0.02% of portfolio
2,372
Q1 2025 Added 0.13%
$16B
$239 Million 0.02% of portfolio
1,774
Q4 2024 Reduced 50.01%
$79.5B
$240 Million 0.02% of portfolio
1,086
Q1 2025 Added 0.37%
$66.4B
$249 Million 0.02% of portfolio
3,930
Q1 2025 Reduced 9.55%
$160B
$253 Million 0.02% of portfolio
3,642
Q4 2024 Added 3.94%
$304B
$263 Million 0.02% of portfolio
3,112
Q1 2025 New
$107B
$264 Million 0.02% of portfolio
4,392
Q1 2025 Added 9.04%
$52.3B
$230 Million 0.02% of portfolio
1,100
Q1 2025 Reduced 1.52%
$24.6B
$336 Million 0.02% of portfolio
15,475
Q1 2025 Reduced 8.43%
$112B
$339 Million 0.02% of portfolio
1,123
Q1 2025 New
$156B
$340 Million 0.02% of portfolio
9,220
Q1 2025 Reduced 3.64%
$222B
$350 Million 0.02% of portfolio
3,545
Q1 2025 Added 4.02%
$141B
$360 Million 0.02% of portfolio
5,077
Q1 2025 Reduced 2.72%
$95B
$362 Million 0.02% of portfolio
5,695
Q1 2025 Reduced 4.43%
$293B
$370 Million 0.02% of portfolio
1,847
Q1 2025 Added 28.53%
$74.8B
$306 Million 0.02% of portfolio
2,784
Q1 2025 Reduced 4.0%
$82.6B
$316 Million 0.02% of portfolio
3,281
Q1 2025 Reduced 3.27%
$70.9B
$331 Million 0.02% of portfolio
757
Q1 2025 Reduced 3.57%
$26.7B
$330 Million 0.02% of portfolio
5,000
Q3 2024 New
$184B
$329 Million 0.02% of portfolio
2,921
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 285
  • Current Value $1.53 Trillion
  • Prior Value $1.49 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 19 stocks
  • Additional Purchases 117 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 103 stocks
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