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
$299 Billion 19.52% of portfolio
535,287
Q1 2025 Added 1.91%
$0
$290 Billion 18.92% of portfolio
5,766,837
Q1 2025 Added 1.23%
$0
$91.9 Billion 5.99% of portfolio
1,813,204
Q1 2025 Added 15.47%
$0
$80.3 Billion 5.24% of portfolio
292,320
Q1 2025 Added 7.4%
$0
$58.6 Billion 3.82% of portfolio
339,109
Q1 2025 Reduced 2.36%
$0
$53.2 Billion 3.47% of portfolio
651,518
Q1 2025 Added 0.37%
$0
$38.7 Billion 2.52% of portfolio
637,521
Q1 2025 Added 4.36%
$0
$38.5 Billion 2.51% of portfolio
331,746
Q1 2025 Added 5.94%
$0
$26.8 Billion 1.75% of portfolio
524,855
Q1 2025 Reduced 8.04%
$0
$21.9 Billion 1.43% of portfolio
538,959
Q1 2025 Added 7.69%
$0
$19.6 Billion 1.28% of portfolio
98,391
Q1 2025 Added 1.79%
$0
$18.7 Billion 1.22% of portfolio
282,945
Q1 2025 Added 2.56%
$0
$17.8 Billion 1.16% of portfolio
324,086
Q1 2025 Added 1.16%
$0
$17.4 Billion 1.14% of portfolio
578,970
Q1 2025 Added 4.78%
$0
$16.1 Billion 1.05% of portfolio
237,082
Q1 2025 Added 8.47%
Highlands Reit Inc
-
$14.6 Billion 0.95% of portfolio
-
Q1 2025 New
$3.42T
$13.5 Billion 0.88% of portfolio
60,624
Q1 2025 Reduced 2.14%
$0
$13.3 Billion 0.87% of portfolio
304,138
Q1 2025 Added 0.64%
$0
$12.3 Billion 0.8% of portfolio
118,848
Q1 2025 Added 4.69%
$0
$11 Billion 0.72% of portfolio
228,453
Q1 2025 Reduced 13.63%
$0
$11 Billion 0.71% of portfolio
451,560
Q1 2025 Added 6.85%
$0
$10.4 Billion 0.68% of portfolio
176,281
Q1 2025 Added 1.85%
$0
$10.1 Billion 0.66% of portfolio
245,170
Q1 2025 Added 4.95%
$0
$9.76 Billion 0.64% of portfolio
124,551
Q1 2025 Added 14.48%
$0
$9.46 Billion 0.62% of portfolio
117,705
Q1 2025 Added 172.64%
$0
$9.36 Billion 0.61% of portfolio
25,247
Q1 2025 Added 116.36%
$0
$9.36 Billion 0.61% of portfolio
36,413
Q1 2025 Reduced 0.83%
$0
$8.92 Billion 0.58% of portfolio
249,995
Q1 2025 Reduced 2.23%
$0
$8.62 Billion 0.56% of portfolio
172,369
Q1 2025 Added 3.28%
$0
$8.13 Billion 0.53% of portfolio
69,840
Q1 2025 Reduced 1.54%
$0
$7.82 Billion 0.51% of portfolio
244,536
Q1 2025 Added 9.11%
$0
$7.68 Billion 0.5% of portfolio
13,660
Q1 2025 Reduced 3.59%
$0
$7.48 Billion 0.49% of portfolio
90,177
Q1 2025 Added 4.62%
$0
$7.24 Billion 0.47% of portfolio
56,122
Q1 2025 Reduced 8.24%
$0
$7.21 Billion 0.47% of portfolio
198,137
Q1 2025 Reduced 5.91%
$369B
$6.84 Billion 0.45% of portfolio
18,666
Q1 2025 Reduced 0.4%
$0
$6.4 Billion 0.42% of portfolio
32,966
Q1 2025 Added 1.04%
$0
$6.19 Billion 0.4% of portfolio
109,321
Q1 2025 Reduced 7.89%
$0
$6.06 Billion 0.39% of portfolio
136,904
Q1 2025 Reduced 4.06%
$4.53B
$5.59 Billion 0.36% of portfolio
49,345
Q1 2025 Added 0.29%
$0
$5.29 Billion 0.34% of portfolio
23,842
Q1 2025 Added 3.12%
$2.95T
$5.26 Billion 0.34% of portfolio
14,001
Q1 2025 Reduced 0.03%
$3.34B
$4.95 Billion 0.32% of portfolio
219,745
Q1 2023 New
$0
$4.87 Billion 0.32% of portfolio
59,616
Q1 2025 Added 15.86%
$0
$4.28 Billion 0.28% of portfolio
22,971
Q1 2025 Added 22.73%
$694B
$4.04 Billion 0.26% of portfolio
7,594
Q1 2025 Added 0.57%
$0
$3.84 Billion 0.25% of portfolio
58,434
Q1 2025 Reduced 0.38%
$0
$3.61 Billion 0.24% of portfolio
112,888
Q1 2025 Added 3.2%
$1.88T
$3.49 Billion 0.23% of portfolio
18,361
Q1 2025 Reduced 2.71%

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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