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
$59.7B
$249 Million 0.02% of portfolio
3,930
Q1 2025 Reduced 9.55%
$164B
$253 Million 0.02% of portfolio
3,642
Q4 2024 Added 3.94%
$0
$257 Million 0.02% of portfolio
2,689
Q1 2025 Reduced 0.66%
Dimensional Us Vector
-
$258 Million 0.02% of portfolio
-
Q1 2025 New
$235B
$263 Million 0.02% of portfolio
3,112
Q1 2025 New
$106B
$264 Million 0.02% of portfolio
4,392
Q1 2025 Added 9.04%
$0
$266 Million 0.02% of portfolio
5,506
Q1 2025 Reduced 17.75%
$46.3B
$230 Million 0.02% of portfolio
1,100
Q1 2025 Reduced 1.52%
$0
$294 Million 0.02% of portfolio
13,659
Q1 2025 Added 6.74%
$0
$381 Million 0.02% of portfolio
16,156
Q1 2025 Added 5.71%
$19.9B
$336 Million 0.02% of portfolio
15,475
Q1 2025 Reduced 8.43%
$121B
$339 Million 0.02% of portfolio
1,123
Q1 2025 New
$151B
$340 Million 0.02% of portfolio
9,220
Q1 2025 Reduced 3.64%
$0
$347 Million 0.02% of portfolio
7,105
Q1 2025 New
$0
$350 Million 0.02% of portfolio
17,676
Q1 2025 Added 3.28%
$205B
$350 Million 0.02% of portfolio
3,545
Q1 2025 Added 4.02%
$0
$351 Million 0.02% of portfolio
4,481
Q1 2025 Reduced 6.37%
$140B
$360 Million 0.02% of portfolio
5,077
Q1 2025 Reduced 2.72%
$78.9B
$362 Million 0.02% of portfolio
5,695
Q1 2025 Reduced 4.43%
$0
$365 Million 0.02% of portfolio
2,692
Q1 2025 Reduced 25.86%
$275B
$370 Million 0.02% of portfolio
1,847
Q1 2025 Added 28.53%
$0
$373 Million 0.02% of portfolio
7,482
Q1 2025 Added 3.09%
Ishares Bitcoin ETF
-
$335 Million 0.02% of portfolio
-
Q1 2025 New
$0
$333 Million 0.02% of portfolio
15,060
Q4 2024 New
$0
$296 Million 0.02% of portfolio
1,093
Q1 2025 Reduced 6.42%
$0
$300 Million 0.02% of portfolio
11,581
Q1 2025 New
$70.7B
$306 Million 0.02% of portfolio
2,784
Q1 2025 Reduced 4.0%
$0
$312 Million 0.02% of portfolio
2,223
Q4 2024 Added 38.94%
$0
$314 Million 0.02% of portfolio
4,502
Q4 2024 Added 8.22%
$81.6B
$316 Million 0.02% of portfolio
3,281
Q1 2025 Reduced 3.27%
$0
$317 Million 0.02% of portfolio
5,102
Q1 2025 Added 28.09%
$0
$318 Million 0.02% of portfolio
7,054
Q4 2024 Added 9.72%
$69.4B
$331 Million 0.02% of portfolio
757
Q1 2025 Reduced 3.57%
$28.5B
$330 Million 0.02% of portfolio
5,000
Q3 2024 New
$177B
$329 Million 0.02% of portfolio
2,921
Q3 2024 New
Kayne Anderson Bdc I Equ
-
$329 Million 0.02% of portfolio
-
Q1 2025 Added 100.0%
$1.9B
$324 Million 0.02% of portfolio
23,935
Q1 2025 Reduced 8.24%
$64.6B
$323 Million 0.02% of portfolio
2,902
Q1 2025 Added 0.31%
$0
$206 Million 0.01% of portfolio
2,050
Q2 2023 New
$78.9B
$206 Million 0.01% of portfolio
1,416
Q1 2025 Reduced 2.68%
$187B
$207 Million 0.01% of portfolio
2,011
Q1 2025 Added 2.18%
$34.3B
$208 Million 0.01% of portfolio
436
Q4 2024 Added 2.59%
-
$210 Million 0.01% of portfolio
-
Q1 2025 New
$207B
$210 Million 0.01% of portfolio
385
Q1 2025 Added 1.85%
$72.4B
$204 Million 0.01% of portfolio
1,861
Q1 2025 Added 6.65%
$38.4B
$203 Million 0.01% of portfolio
731
Q1 2025 New
$130B
$203 Million 0.01% of portfolio
7,995
Q1 2025 Reduced 32.55%
$2.25B
$202 Million 0.01% of portfolio
18,917
Q1 2025 Added 4.37%
$39B
$202 Million 0.01% of portfolio
4,090
Q1 2025 Reduced 1.21%

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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