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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$16.8B
$269 Million 0.02% of portfolio
2,304
Q4 2024 Added 38.21%
$6.53B
$364 Million 0.02% of portfolio
15,050
Q4 2024 Added 0.1%
$54.4B
$227 Million 0.02% of portfolio
2,074
Q3 2024 New
$0
$225 Million 0.02% of portfolio
3,274
Q4 2024 New
$170B
$236 Million 0.02% of portfolio
376
Q4 2024 Reduced 2.34%
$0
$274 Million 0.02% of portfolio
2,391
Q4 2024 New
$0
$337 Million 0.02% of portfolio
1,168
Q4 2024 Added 4.19%
$0
$252 Million 0.02% of portfolio
2,707
Q4 2024 Added 31.15%
$0
$247 Million 0.02% of portfolio
2,693
Q4 2024 New
$0
$298 Million 0.02% of portfolio
4,502
Q4 2024 Added 8.22%
$0
$320 Million 0.02% of portfolio
6,694
Q4 2024 Added 52.9%
$77.8B
$320 Million 0.02% of portfolio
3,392
Q4 2024 Reduced 10.97%
$0
$225 Million 0.02% of portfolio
3,206
Q1 2024 New
$221B
$325 Million 0.02% of portfolio
2,871
Q4 2024 Reduced 8.22%
$172B
$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%
Blackstone Private Credi
-
$280 Million 0.02% of portfolio
-
Q4 2024 Added 1.64%
Blackrock Inc New
-
$279 Million 0.02% of portfolio
-
Q4 2024 New
$2.35B
$355 Million 0.02% of portfolio
10,300
Q3 2024 New
$55.3B
$297 Million 0.02% of portfolio
4,345
Q4 2024 Reduced 16.04%
$177B
$249 Million 0.02% of portfolio
688
Q4 2024 Reduced 6.01%
$162B
$359 Million 0.02% of portfolio
9,568
Q4 2024 Added 25.63%
$143B
$263 Million 0.02% of portfolio
620
Q4 2024 New
$0
$303 Million 0.02% of portfolio
8,528
Q4 2024 Added 25.67%
$0
$327 Million 0.02% of portfolio
7,054
Q4 2024 Added 9.72%
$44.4B
$238 Million 0.02% of portfolio
2,369
Q4 2024 New
$38.4B
$266 Million 0.02% of portfolio
841
Q4 2024 Added 0.12%
$60B
$317 Million 0.02% of portfolio
2,866
Q4 2024 New
$158B
$352 Million 0.02% of portfolio
2,921
Q3 2024 New
$70.5B
$363 Million 0.02% of portfolio
785
Q4 2024 Added 6.37%
$173B
$313 Million 0.02% of portfolio
3,642
Q4 2024 Added 3.94%
$0
$355 Million 0.02% of portfolio
2,223
Q4 2024 Added 38.94%
$147B
$314 Million 0.02% of portfolio
11,853
Q4 2024 Added 11.06%
$2.61B
$255 Million 0.02% of portfolio
18,125
Q4 2024 Added 1.61%
$141B
$232 Million 0.02% of portfolio
942
Q4 2024 Reduced 22.15%
$0
$225 Million 0.02% of portfolio
2,802
Q4 2024 New
$115B
$266 Million 0.02% of portfolio
547
Q4 2024 Added 35.06%
$39.8B
$235 Million 0.02% of portfolio
1,117
Q4 2024 New
$0
$290 Million 0.02% of portfolio
12,797
Q4 2024 Added 200.05%
$29.8B
$225 Million 0.02% of portfolio
436
Q4 2024 Added 2.59%
$0
$137 Million 0.01% of portfolio
16,000
Q4 2024 New
$0
$206 Million 0.01% of portfolio
2,050
Q2 2023 New
$0
$139 Million 0.01% of portfolio
16,000
Q4 2024 New
$0
$203 Million 0.01% of portfolio
2,577
Q4 2024 New
Ares Real Estate Income
-
$88.6 Million 0.01% of portfolio
-
Q4 2024 Added 1.34%
$16.8B
$221 Million 0.01% of portfolio
3,775
Q4 2024 Reduced 11.55%
$131B
$209 Million 0.01% of portfolio
1,283
Q4 2024 New
Avantis All Intrnl Mkt
-
$205 Million 0.01% of portfolio
-
Q4 2024 New
$103B
$211 Million 0.01% of portfolio
4,028
Q4 2024 New

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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