Bip Wealth, LLC Purchases and Sells in Q4 2025

Bip Wealth, LLC

$2.64 Billion
Q4 2025

Top Buys

Incresed Positions

189 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	96.9K + 62.63%	$600.51 - $631.95 $58.2M - $61.2M	252K $155M
SCHG	1.75M + 5268.36%	$31.41 - $33.69 $54.9M - $58.8M	1.78M $57.4M
VTV	160K + 48.57%	$182.87 - $189.72 $29.3M - $30.4M	490K $91.8M
CGDV	624K + 12360.2%	$41.33 - $43.47 $25.8M - $27.1M	629K $27M
CGUS	654K + 12313.45%	$38.81 - $40.67 $25.4M - $26.6M	660K $26.2M
VXUS	229K + 3027.22%	$72.17 - $75.74 $16.6M - $17.4M	237K $17.8M

New Holdings

158 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGGO	683K New	$33.63 - $35.51 $23M - $24.2M	683K $23.3M
QUS	109K New	$168.39 - $174.07 $18.3M - $18.9M	109K $18.7M
FEX	133K New	$113.91 - $118.65 $15.1M - $15.7M	133K $15.3M
JAAA	236K New	$50.55 - $50.74 $11.9M - $12M	236K $12M
IJUL	344K New	$32.46 - $33.16 $11.2M - $11.4M	344K $11.3M
IBTG	462K New	$22.88 - $22.95 $10.6M - $10.6M	462K $10.6M

Top Sells

Reduced Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USFR	-14.2M - 72.85%	$50.24 - $50.4 $715M - $718M	5.31M $267M
STRL	-10.3K - 20.82%	$326.6 - $411.07 $3.35M - $4.22M	39K $13.2M
IWM	-3.65K - 3.77%	$236.79 - $250.33 $865K - $915K	93.2K $22.1M
VGT	-975 - 5.69%	$736.33 - $801.52 $718K - $781K	16.2K $12.2M
DGS	-10.1K - 5.48%	$55.31 - $57.46 $558K - $580K	174K $9.98M
SLYV	-5.27K - 4.0%	$84.91 - $90.88 $447K - $478K	126K $11.2M

Activity Summary All Purchases 347 New Holdings 158 Increased Positions 189 All Sells 77 Reductions 77 Sold out 0 Calls 0 Puts 0

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