Bip Wealth, LLC Portfolio Holdings

Bip Wealth, LLC

  • $1.49 Trillion
  • Q4 2024

Bip Wealth, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.49 Trillion distributed in 279 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 $308B, Wisdomtree Floating Rate Treas with a value of $287B, Ishares Treasury Floating Rate with a value of $79.3B, Vanguard Total Stock Market Et with a value of $78.9B, and Vanguard Value ETF with a value of $58.8B.

Examining the 13F form we can see an increase of $26.6B in the current position value, from $1.47T to 1.49T.

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 $1.49 Trillion
ETFs: $91.8 Billion
Technology: $38.8 Billion
Industrials: $21 Billion
Financial Services: $20.8 Billion
Consumer Cyclical: $16 Billion
Consumer Defensive: $9.53 Billion
Energy: $8.9 Billion
Healthcare: $6.8 Billion
Other: $9.73 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.01B
$546 Million 0.04% of portfolio
26,084
Q4 2024 New
$238B
$548 Million 0.04% of portfolio
5,506
Q4 2024 Added 9.16%
$33.7B
$531 Million 0.04% of portfolio
4,549
Q4 2024 Added 0.38%
$226B
$527 Million 0.04% of portfolio
1,818
Q4 2024 Added 55.92%
$0
$574 Million 0.04% of portfolio
26,200
Q4 2024 Added 1.03%
$375B
$560 Million 0.04% of portfolio
3,149
Q4 2024 Added 8.81%
$251B
$548 Million 0.04% of portfolio
9,264
Q4 2024 Added 16.21%
$139B
$374 Million 0.03% of portfolio
5,219
Q4 2024 Added 34.41%
$183B
$379 Million 0.03% of portfolio
3,408
Q4 2024 Added 4.06%
$91.9B
$402 Million 0.03% of portfolio
3,730
Q4 2024 Added 33.79%
$20.3B
$397 Million 0.03% of portfolio
16,899
Q4 2024 Added 16.01%
$129B
$391 Million 0.03% of portfolio
3,947
Q4 2024 Added 2.02%
$276B
$383 Million 0.03% of portfolio
5,450
Q4 2024 New
$191B
$449 Million 0.03% of portfolio
19,733
Q4 2024 Added 21.34%
$117B
$392 Million 0.03% of portfolio
1,182
Q4 2024 Reduced 7.66%
$180B
$440 Million 0.03% of portfolio
990
Q4 2024 Reduced 18.25%
$23.5B
$511 Million 0.03% of portfolio
3,558
Q2 2024 Reduced 1.17%
$58.5B
$468 Million 0.03% of portfolio
23,905
Q4 2024 New
$50.8B
$391 Million 0.03% of portfolio
1,516
Q4 2024 Added 4.55%
$91.9B
$451 Million 0.03% of portfolio
5,959
Q4 2024 Added 41.51%
$427B
$403 Million 0.03% of portfolio
453
Q4 2024 Added 23.77%
$471B
$427 Million 0.03% of portfolio
844
Q4 2024 Added 38.36%
$56.1B
$502 Million 0.03% of portfolio
2,761
Q4 2024 Added 101.83%
$54.3B
$426 Million 0.03% of portfolio
1,816
Q4 2024 Reduced 22.46%
$901B
$227 Million 0.02% of portfolio
1,148
Q4 2024 New
$177B
$249 Million 0.02% of portfolio
1,330
Q4 2024 Added 16.06%
$85.7B
$366 Million 0.02% of portfolio
2,900
Q4 2024 New
$21.9B
$279 Million 0.02% of portfolio
2,401
Q4 2024 Added 6.43%
$17.7B
$261 Million 0.02% of portfolio
770
Q3 2024 New
$114B
$247 Million 0.02% of portfolio
2,711
Q4 2024 Added 25.39%
$31.2B
$266 Million 0.02% of portfolio
5,000
Q3 2024 New
$68.5B
$299 Million 0.02% of portfolio
2,893
Q4 2024 Added 26.28%
$225B
$240 Million 0.02% of portfolio
1,437
Q4 2024 New
$17.6B
$269 Million 0.02% of portfolio
2,304
Q4 2024 Added 38.21%
$6.73B
$364 Million 0.02% of portfolio
15,050
Q4 2024 Added 0.1%
$54.8B
$227 Million 0.02% of portfolio
2,074
Q3 2024 New
$170B
$236 Million 0.02% of portfolio
376
Q4 2024 Reduced 2.34%
$77.4B
$320 Million 0.02% of portfolio
3,392
Q4 2024 Reduced 10.97%
$223B
$325 Million 0.02% of portfolio
2,871
Q4 2024 Reduced 8.22%
$171B
$238 Million 0.02% of portfolio
1,968
Q4 2024 Added 26.07%
$202B
$306 Million 0.02% of portfolio
1,031
Q4 2024 Added 2.38%
$106B
$273 Million 0.02% of portfolio
1,585
Q4 2024 Added 2.26%
$2.38B
$355 Million 0.02% of portfolio
10,300
Q3 2024 New
$56.6B
$297 Million 0.02% of portfolio
4,345
Q4 2024 Reduced 16.04%
$179B
$249 Million 0.02% of portfolio
688
Q4 2024 Reduced 6.01%
$159B
$359 Million 0.02% of portfolio
9,568
Q4 2024 Added 25.63%
$145B
$263 Million 0.02% of portfolio
620
Q4 2024 New
$44.7B
$238 Million 0.02% of portfolio
2,369
Q4 2024 New
$38.7B
$266 Million 0.02% of portfolio
841
Q4 2024 Added 0.12%

Summary

  • Portfolio
  • No. of Stocks 279
  • Current Value $1.49 Trillion
  • Prior Value $1.47 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 40 stocks
  • Additional Purchases 153 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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