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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$920 Million 0.06% of portfolio
34,892
Q1 2025 Reduced 11.72%
$356B
$897 Million 0.06% of portfolio
21,491
Q1 2025 Reduced 3.99%
$4.22B
$860 Million 0.06% of portfolio
14,932
Q1 2025 Reduced 0.03%
$0
$844 Million 0.06% of portfolio
1,556
Q1 2025 Added 0.58%
$1.03T
$928 Million 0.06% of portfolio
5,943
Q1 2025 Reduced 19.09%
$204B
$940 Million 0.06% of portfolio
7,098
Q1 2025 Reduced 0.96%
$0
$953 Million 0.06% of portfolio
18,748
Q1 2025 Added 7.85%
$0
$954 Million 0.06% of portfolio
4,618
Q1 2025 Reduced 6.06%
$0
$963 Million 0.06% of portfolio
28,985
Q1 2025 Reduced 7.12%
$282B
$966 Million 0.06% of portfolio
6,087
Q1 2025 Added 2.01%
$0
$785 Million 0.05% of portfolio
19,250
Q1 2025 Reduced 12.93%
$0
$762 Million 0.05% of portfolio
5,677
Q1 2025 Reduced 5.81%
$0
$752 Million 0.05% of portfolio
2,908
Q1 2025 Added 0.35%
$0
$724 Million 0.05% of portfolio
7,065
Q1 2025 Reduced 0.56%
$0
$715 Million 0.05% of portfolio
1,979
Q1 2025 Reduced 3.23%
$0
$705 Million 0.05% of portfolio
8,286
Q1 2025 Added 0.19%
$0
$802 Million 0.05% of portfolio
7,673
Q1 2025 Added 2.47%
$52.6B
$842 Million 0.05% of portfolio
20,460
Q1 2025 Reduced 0.32%
$728B
$830 Million 0.05% of portfolio
1,005
Q1 2025 Reduced 11.53%
$67.6B
$822 Million 0.05% of portfolio
24,087
Q1 2025 Added 1.67%
$160B
$821 Million 0.05% of portfolio
13,785
Q1 2025 Added 0.04%
$60.9B
$820 Million 0.05% of portfolio
3,545
Q4 2024 Added 1.43%
$239B
$803 Million 0.05% of portfolio
3,230
Q1 2025 Reduced 2.89%
$50.3B
$581 Million 0.04% of portfolio
2,487
Q1 2025 Added 64.05%
$267B
$577 Million 0.04% of portfolio
2,152
Q1 2025 Reduced 17.58%
$0
$564 Million 0.04% of portfolio
25,433
Q1 2025 Reduced 2.93%
$227B
$562 Million 0.04% of portfolio
1,798
Q1 2025 Reduced 1.1%
$0
$560 Million 0.04% of portfolio
1,825
Q1 2025 Reduced 19.74%
$0
$555 Million 0.04% of portfolio
4,590
Q1 2025 Added 0.11%
$30.5B
$547 Million 0.04% of portfolio
4,549
Q4 2024 Added 0.38%
$198B
$582 Million 0.04% of portfolio
20,591
Q1 2025 Added 4.35%
$265B
$587 Million 0.04% of portfolio
9,520
Q1 2025 Added 2.76%
$558B
$602 Million 0.04% of portfolio
1,098
Q1 2025 Reduced 0.63%
$0
$689 Million 0.04% of portfolio
4,563
Q4 2024 Added 25.88%
$0
$686 Million 0.04% of portfolio
13,755
Q1 2025 Added 1.48%
$0
$686 Million 0.04% of portfolio
2,592
Q1 2025 Added 3.06%
$84.3B
$676 Million 0.04% of portfolio
2,836
Q1 2025 Added 0.14%
$331B
$646 Million 0.04% of portfolio
3,083
Q1 2025 Reduced 2.1%
$0
$642 Million 0.04% of portfolio
12,943
Q1 2025 Reduced 19.48%
$0
$619 Million 0.04% of portfolio
11,463
Q1 2025 Reduced 2.48%
$57.2B
$430 Million 0.03% of portfolio
1,816
Q4 2024 Reduced 22.46%
$0
$433 Million 0.03% of portfolio
4,692
Q1 2025 Reduced 1.14%
$277B
$436 Million 0.03% of portfolio
832
Q1 2025 Reduced 1.42%
$0
$439 Million 0.03% of portfolio
2,534
Q1 2025 Reduced 11.18%
$54.5B
$441 Million 0.03% of portfolio
23,722
Q1 2025 Reduced 0.77%
$557B
$444 Million 0.03% of portfolio
476
Q1 2025 Added 5.08%
$10.5B
$445 Million 0.03% of portfolio
15,044
Q1 2025 Reduced 0.04%
$0
$427 Million 0.03% of portfolio
7,686
Q1 2025 Reduced 1.93%
$109B
$415 Million 0.03% of portfolio
3,947
Q4 2024 Added 2.02%

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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