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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$301 Billion 20.53% of portfolio
6,007,317
Q3 2024 Added 15.99%
$0
$301 Billion 20.52% of portfolio
525,121
Q3 2024 Added 8.01%
$0
$74.8 Billion 5.1% of portfolio
1,479,294
Q3 2024 Added 19.49%
$0
$70.2 Billion 4.78% of portfolio
247,804
Q3 2024 Added 17.45%
$0
$59.8 Billion 4.07% of portfolio
342,466
Q3 2024 Added 30.62%
$0
$55.1 Billion 3.76% of portfolio
659,487
Q3 2024 Added 8.54%
$0
$36.4 Billion 2.48% of portfolio
577,236
Q3 2024 Added 17.18%
$0
$36.2 Billion 2.47% of portfolio
302,849
Q3 2024 Added 14.31%
$0
$32.3 Billion 2.2% of portfolio
611,737
Q3 2024 Added 4.36%
$0
$21.2 Billion 1.45% of portfolio
96,183
Q3 2024 Added 7.1%
$0
$19.1 Billion 1.3% of portfolio
468,672
Q3 2024 Added 19.58%
$0
$16.7 Billion 1.14% of portfolio
242,518
Q3 2024 Added 22.69%
$0
$16.5 Billion 1.12% of portfolio
543,299
Q3 2024 Added 9.46%
$0
$15.7 Billion 1.07% of portfolio
224,296
Q3 2024 Added 14.41%
$0
$15 Billion 1.02% of portfolio
278,248
Q3 2024 Added 18.09%
$4.07T
$14.6 Billion 0.99% of portfolio
62,622
Q3 2024 Added 13.82%
$0
$14 Billion 0.95% of portfolio
304,668
Q3 2024 Added 9.22%
$0
$13.8 Billion 0.94% of portfolio
256,093
Q3 2024 Added 11.2%
$0
$10.5 Billion 0.72% of portfolio
103,874
Q3 2024 Added 17.97%
$0
$9.93 Billion 0.68% of portfolio
372,152
Q3 2024 Added 8.88%
$0
$9.71 Billion 0.66% of portfolio
36,891
Q3 2024 Added 1.68%
$0
$9.66 Billion 0.66% of portfolio
245,462
Q3 2024 Added 7.26%
$0
$9.09 Billion 0.62% of portfolio
157,919
Q3 2024 Added 16.75%
$0
$8.84 Billion 0.6% of portfolio
101,832
Q3 2024 Added 16.22%
$0
$8.83 Billion 0.6% of portfolio
211,899
Q3 2024 Added 15.38%
$0
$8.63 Billion 0.59% of portfolio
72,184
Q3 2024 Added 4.09%
$0
$8.34 Billion 0.57% of portfolio
65,092
Q3 2024 Added 11.5%
$0
$8.35 Billion 0.57% of portfolio
14,483
Q3 2024 Added 7.5%
$0
$8.2 Billion 0.56% of portfolio
218,340
Q3 2024 Added 10.46%
$0
$8.25 Billion 0.56% of portfolio
159,230
Q3 2024 Added 10.75%
$418B
$7.75 Billion 0.53% of portfolio
19,135
Q3 2024 Added 9.42%
$0
$7.55 Billion 0.51% of portfolio
218,954
Q3 2024 Added 8.84%
$0
$7.35 Billion 0.5% of portfolio
78,929
Q3 2024 Added 12.14%
$0
$6.71 Billion 0.46% of portfolio
107,536
Q3 2024 Added 24.56%
$0
$6.7 Billion 0.46% of portfolio
146,798
Q3 2024 Added 0.72%
$0
$6.6 Billion 0.45% of portfolio
33,331
Q3 2024 Added 8.64%
$3.39T
$6.3 Billion 0.43% of portfolio
14,638
Q3 2024 Added 17.05%
$3.67B
$6.11 Billion 0.42% of portfolio
219,745
Q1 2023 New
$0
$4.83 Billion 0.33% of portfolio
20,354
Q3 2024 Added 11.98%
$0
$4.08 Billion 0.28% of portfolio
98,847
Q3 2024 Added 6.92%
$0
$4 Billion 0.27% of portfolio
10,418
Q3 2024 Added 8.54%
$0
$3.96 Billion 0.27% of portfolio
47,266
Q3 2024 Added 11.96%
$0
$3.51 Billion 0.24% of portfolio
17,457
Q3 2024 Added 32.02%
$2.35T
$3.54 Billion 0.24% of portfolio
18,991
Q3 2024 Added 9.62%
$0
$3.51 Billion 0.24% of portfolio
51,988
Q3 2024 Added 11.2%
$593B
$3.37 Billion 0.23% of portfolio
7,326
Q3 2024 Added 6.1%
$0
$3.43 Billion 0.23% of portfolio
100,593
Q3 2024 Added 10.06%
$0
$3.1 Billion 0.21% of portfolio
17,020
Q3 2024 Added 11.71%
Smurfit Westrock PLC F
-
$3.12 Billion 0.21% of portfolio
-
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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