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
$407 Million 0.03% of portfolio
6,972
Q1 2025 Reduced 10.63%
$0
$406 Million 0.03% of portfolio
10,306
Q1 2025 Added 20.85%
$284B
$400 Million 0.03% of portfolio
5,566
Q1 2025 Added 2.13%
$0
$399 Million 0.03% of portfolio
15,213
Q1 2025 Added 1.24%
Carlyle Tactical Private
-
$395 Million 0.03% of portfolio
-
Q1 2025 Added 2.5%
$0
$395 Million 0.03% of portfolio
2,459
Q1 2025 Added 29.9%
$0
$392 Million 0.03% of portfolio
16,713
Q1 2025 Added 4.97%
$0
$386 Million 0.03% of portfolio
6,382
Q4 2024 Added 50.2%
$89.1B
$459 Million 0.03% of portfolio
3,762
Q1 2025 Added 0.86%
$0
$463 Million 0.03% of portfolio
2,462
Q1 2025 Reduced 6.85%
$0
$465 Million 0.03% of portfolio
7,446
Q1 2025 Added 0.19%
$0
$535 Million 0.03% of portfolio
1,275
Q1 2025 Added 0.39%
$0
$535 Million 0.03% of portfolio
9,009
Q1 2025 Added 32.49%
$0
$532 Million 0.03% of portfolio
5,731
Q4 2024 Added 53.85%
$6.82B
$532 Million 0.03% of portfolio
4,283
Q1 2025 New
Alpha Architect 1 3
-
$530 Million 0.03% of portfolio
-
Q4 2024 New
$23.9B
$526 Million 0.03% of portfolio
3,558
Q2 2024 Reduced 1.17%
$0
$525 Million 0.03% of portfolio
3,258
Q1 2025 Added 1.69%
$0
$524 Million 0.03% of portfolio
20,944
Q1 2025 Added 1.86%
$154B
$500 Million 0.03% of portfolio
1,605
Q1 2025 Added 4.09%
$0
$467 Million 0.03% of portfolio
24,500
Q4 2024 Added 9.87%
$197B
$471 Million 0.03% of portfolio
5,243
Q1 2025 Reduced 4.78%
$59B
$478 Million 0.03% of portfolio
2,800
Q1 2025 Added 1.41%
$0
$489 Million 0.03% of portfolio
7,496
Q4 2024 Added 52.82%
$0
$490 Million 0.03% of portfolio
1,946
Q1 2025 Added 25.39%
$108M
$491 Million 0.03% of portfolio
226,225
Q1 2025 Added 3.25%
$0
$495 Million 0.03% of portfolio
2,598
Q1 2025 Added 1.64%
$221B
$278 Million 0.02% of portfolio
1,032
Q1 2025 Added 0.1%
$235B
$278 Million 0.02% of portfolio
2,093
Q1 2025 Reduced 27.1%
Rolls Royce Holdin Ordf
-
$277 Million 0.02% of portfolio
-
Q3 2024 New
$0
$274 Million 0.02% of portfolio
8,421
Q1 2025 Added 0.27%
$99.4B
$271 Million 0.02% of portfolio
2,760
Q1 2025 Added 1.81%
Blackrock Inc New
-
$271 Million 0.02% of portfolio
-
Q1 2025 Added 5.15%
$0
$279 Million 0.02% of portfolio
2,391
Q4 2024 New
$0
$279 Million 0.02% of portfolio
5,424
Q1 2025 Added 47.11%
$17B
$281 Million 0.02% of portfolio
834
Q1 2025 Added 8.31%
Blackstone Private Credi
-
$284 Million 0.02% of portfolio
-
Q1 2025 Added 1.65%
$22.8B
$287 Million 0.02% of portfolio
2,401
Q4 2024 Added 6.43%
$130B
$287 Million 0.02% of portfolio
1,056
Q1 2025 Reduced 10.66%
$154B
$292 Million 0.02% of portfolio
622
Q1 2025 Added 0.32%
$0
$293 Million 0.02% of portfolio
1,486
Q4 2024 Added 7.14%
$72.7B
$269 Million 0.02% of portfolio
2,077
Q1 2025 Added 0.14%
$19.6B
$269 Million 0.02% of portfolio
3,775
Q4 2024 Reduced 11.55%
$216B
$230 Million 0.02% of portfolio
375
Q1 2025 Reduced 0.27%
$0
$232 Million 0.02% of portfolio
7,836
Q4 2024 Added 4.29%
$36.3B
$235 Million 0.02% of portfolio
2,372
Q1 2025 Added 0.13%
$18.5B
$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%
$0
$242 Million 0.02% of portfolio
1,847
Q1 2025 Added 2.1%

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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