Bip Wealth, LLC Portfolio Holdings

Bip Wealth, LLC

  • $1.49 Trillion
  • Q4 2024

Bip Wealth, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.49 Trillion distributed in 279 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 $308B, Wisdomtree Floating Rate Treas with a value of $287B, Ishares Treasury Floating Rate with a value of $79.3B, Vanguard Total Stock Market Et with a value of $78.9B, and Vanguard Value ETF with a value of $58.8B.

Examining the 13F form we can see an increase of $26.6B in the current position value, from $1.47T to 1.49T.

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 $1.49 Trillion
ETFs: $91.8 Billion
Technology: $38.8 Billion
Industrials: $21 Billion
Financial Services: $20.8 Billion
Consumer Cyclical: $16 Billion
Consumer Defensive: $9.53 Billion
Energy: $8.9 Billion
Healthcare: $6.8 Billion
Other: $9.73 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2 Billion 0.13% of portfolio
15,528
Q4 2024 Reduced 1.32%
$0
$1.84 Billion 0.12% of portfolio
80,239
Q4 2024 Added 15.07%
$0
$1.8 Billion 0.12% of portfolio
34,455
Q4 2024 Added 0.88%
$0
$1.48 Billion 0.1% of portfolio
4,437
Q4 2024 Reduced 1.94%
$0
$1.38 Billion 0.09% of portfolio
32,152
Q4 2024 Reduced 4.45%
$0
$1.35 Billion 0.09% of portfolio
2,649
Q4 2024 Added 40.68%
$0
$1.16 Billion 0.08% of portfolio
16,459
Q4 2024 Reduced 0.05%
$0
$1.27 Billion 0.08% of portfolio
23,131
Q4 2024 Reduced 2.94%
$0
$1.19 Billion 0.08% of portfolio
11,135
Q4 2024 Added 3.84%
$0
$1.14 Billion 0.08% of portfolio
4,916
Q4 2024 Reduced 0.16%
$0
$1.03 Billion 0.07% of portfolio
39,987
Q4 2024 Added 64.14%
$0
$993 Million 0.07% of portfolio
22,108
Q4 2024 Added 11.11%
$0
$1 Billion 0.07% of portfolio
10,372
Q4 2024 Reduced 0.64%
$0
$1.02 Billion 0.07% of portfolio
31,207
Q4 2024 Added 28.73%
$0
$1 Billion 0.07% of portfolio
39,526
Q4 2024 Added 9.35%
$0
$831 Million 0.06% of portfolio
17,384
Q4 2024 Added 38.6%
$0
$962 Million 0.06% of portfolio
1,547
Q4 2024 Added 11.38%
$0
$791 Million 0.05% of portfolio
6,027
Q4 2024 Added 23.61%
$0
$783 Million 0.05% of portfolio
7,105
Q3 2024 Added 157.89%
$0
$733 Million 0.05% of portfolio
2,274
Q4 2024 Reduced 2.94%
$0
$731 Million 0.05% of portfolio
8,270
Q4 2024 Reduced 0.61%
$0
$799 Million 0.05% of portfolio
16,075
Q4 2024 Reduced 8.99%
$0
$821 Million 0.05% of portfolio
2,045
Q4 2024 Added 0.34%
$0
$705 Million 0.05% of portfolio
7,919
Q4 2024 Reduced 0.54%
$0
$765 Million 0.05% of portfolio
2,898
Q4 2024 Added 12.06%
$0
$749 Million 0.05% of portfolio
4,563
Q4 2024 Added 25.88%
$0
$540 Million 0.04% of portfolio
1,270
Q4 2024 Added 4.1%
$0
$573 Million 0.04% of portfolio
20,561
Q4 2024 Added 377.61%
$0
$656 Million 0.04% of portfolio
13,554
Q4 2024 Added 11.91%
$0
$623 Million 0.04% of portfolio
23,464
Q4 2024 Added 167.24%
$0
$614 Million 0.04% of portfolio
11,755
Q4 2024 Reduced 3.05%
$0
$638 Million 0.04% of portfolio
2,515
Q4 2024 Added 0.84%
$0
$573 Million 0.04% of portfolio
4,585
Q3 2024 Reduced 6.68%
$0
$582 Million 0.04% of portfolio
5,731
Q4 2024 Added 53.85%
$0
$592 Million 0.04% of portfolio
3,204
Q4 2024 Added 1.52%
$0
$407 Million 0.03% of portfolio
6,382
Q4 2024 Added 50.2%
$0
$412 Million 0.03% of portfolio
15,922
Q4 2024 Added 98.01%
$0
$471 Million 0.03% of portfolio
7,432
Q4 2024 Added 8.18%
$0
$501 Million 0.03% of portfolio
7,496
Q4 2024 Added 52.82%
$0
$416 Million 0.03% of portfolio
15,027
Q4 2024 Added 154.69%
$0
$480 Million 0.03% of portfolio
3,631
Q2 2024 Added 12.38%
$0
$435 Million 0.03% of portfolio
1,552
Q4 2024 Added 10.23%
$0
$456 Million 0.03% of portfolio
7,837
Q4 2024 Added 36.27%
$0
$488 Million 0.03% of portfolio
2,556
Q4 2024 Added 25.79%
$0
$486 Million 0.03% of portfolio
7,801
Q4 2024 Added 138.34%
$0
$439 Million 0.03% of portfolio
4,746
Q4 2024 Added 8.08%
$0
$489 Million 0.03% of portfolio
2,643
Q4 2024 Added 81.52%
$0
$449 Million 0.03% of portfolio
24,500
Q4 2024 Added 9.87%
$0
$500 Million 0.03% of portfolio
2,853
Q4 2024 Added 90.45%

Summary

  • Portfolio
  • No. of Stocks 279
  • Current Value $1.49 Trillion
  • Prior Value $1.47 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 40 stocks
  • Additional Purchases 153 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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