Bip Wealth, LLC Purchases in Q4 2024

Bip Wealth, LLC

  • $1.49 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
120
+ 12.18%
$491.3 - $536.15 $59K - $64.3K
1.11K $582M
T
At&T Inc.

Communication Services
3.47K
+ 21.34%
$21.22 - $23.88 $73.7K - $82.9K
19.7K $449M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
2.09K
+ 36.27%
$57.96 - $64.2 $121K - $134K
7.84K $456M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.21K
+ 11.11%
$44.33 - $49.55 $98K - $110K
22.1K $993M
IVE
Ishares S&P 500 Value ETF

ETFs
524
+ 25.79%
$189.5 - $206.17 $99.3K - $108K
2.56K $488M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
15
+ 0.1%
$17.13 - $34.23 $257 - $513
15.1K $364M
VO
Vanguard Mid Cap ETF

ETFs
312
+ 12.06%
$261.5 - $284.63 $81.6K - $88.8K
2.9K $765M
Paladin Energy LTD Ordf
17.7K
New
N/A
17.7K $83M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.13K
+ 30.87%
$77.02 - $78.58 $87K - $88.7K
4.79K $370M
DUK
Duke Energy Corp

Utilities
942
+ 33.79%
$105.76 - $120.76 $99.6K - $114K
3.73K $402M
NKE
Nike, Inc.

Consumer Cyclical
1.75K
+ 41.51%
$73.36 - $89.13 $128K - $156K
5.96K $451M
XLF
Financial Sector Spdr

ETFs
1.24K
+ 20.67%
$44.89 - $51.34 $55.8K - $63.8K
7.26K $351M
UNH
Unitedhealth Group Inc

Healthcare
234
+ 38.36%
$485.52 - $625.25 $114K - $146K
844 $427M
DIS
Walt Disney CO

Communication Services
133
+ 4.06%
$92.39 - $117.6 $12.3K - $15.6K
3.41K $379M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.44K
+ 11.91%
$48.33 - $49.08 $69.7K - $70.8K
13.6K $656M
VBK
Vanguard Small Cap Growth ETF

ETFs
144
+ 10.23%
$264.18 - $304.19 $38K - $43.8K
1.55K $435M
RF
Regions Financial Corp

Financial Services
2.33K
+ 16.01%
$22.45 - $27.47 $52.4K - $64.1K
16.9K $397M
IWF
Ishares Russell 1000 Gr ETF

ETFs
7
+ 0.34%
$370.24 - $418.94 $2.59K - $2.93K
2.05K $821M
XLY
Select Sector Spdr Consumer Di

ETFs
99
+ 7.14%
$194.8 - $239.43 $19.3K - $23.7K
1.49K $333M
PANR.L
Pantheon Resources PLC

Energy
142K
New
N/A
142K $53.5M
SUB
Ishares Short Term National Mu

ETFs
621
+ 3.1%
$104.94 - $106.2 $65.2K - $66K
20.7K $2.18B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
225
+ 3.07%
$442.29 - $483.08 $99.5K - $109K
7.55K $3.42B
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
3.38K
+ 9.35%
$25.25 - $26.34 $85.3K - $89K
39.5K $1B
CVX
Chevron Corp

Energy
451
+ 6.27%
$141.15 - $162.53 $63.7K - $73.3K
7.64K $1.11B
SPSB
Spdr Portfolio Short Term Corp

ETFs
9.23K
+ 1.7%
$29.77 - $30.19 $275K - $279K
553K $16.5B
NEE
Nextera Energy Inc

Utilities
1.34K
+ 34.41%
$69.77 - $85.43 $93.2K - $114K
5.22K $374M
AMGN
Amgen Inc

Healthcare
434
+ 39.17%
$258.78 - $328.31 $112K - $142K
1.54K $402M
DFIV
Dimensional ETF Tr

ETFs
1.74K
+ 25.67%
$34.86 - $37.97 $60.7K - $66.1K
8.53K $303M
AFL
Aflac Inc

Financial Services
602
+ 26.28%
$100.37 - $115.27 $60.4K - $69.4K
2.89K $299M
IYR
Ishares Tr

ETFs
643
+ 31.15%
$90.74 - $102.87 $58.3K - $66.1K
2.71K $252M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
48
+ 1.52%
$170.03 - $192.78 $8.16K - $9.25K
3.2K $592M
CMCSA
Comcast Corp

Communication Services
1.95K
+ 25.63%
$37.39 - $45.14 $73K - $88.1K
9.57K $359M
SO
Southern CO

Utilities
1.47K
+ 14.36%
$81.5 - $94.15 $120K - $139K
11.7K $965M
IBM
International Business Machines Corp

Technology
200
+ 6.4%
$204.9 - $238.04 $41K - $47.6K
3.33K $731M
WDAY
Workday, Inc.

Technology
66
+ 4.55%
$233.85 - $279.91 $15.4K - $18.5K
1.52K $391M
SBUX
Starbucks Corp

Consumer Cyclical
549
+ 25.39%
$87.44 - $102.5 $48K - $56.3K
2.71K $247M
GPC
Genuine Parts CO

Consumer Cyclical
637
+ 38.21%
$113.11 - $143.63 $72.1K - $91.5K
2.3K $269M
BX
Blackstone Inc.

Financial Services
35
+ 2.26%
$148.45 - $199.05 $5.2K - $6.97K
1.59K $273M
PANW
Palo Alto Networks Inc

Technology
1.39K
+ 101.83%
$181.96 - $405.9 $253K - $565K
2.76K $502M
AXP
American Express CO

Financial Services
24
+ 2.38%
$267.35 - $305.57 $6.42K - $7.33K
1.03K $306M
RTX
Raytheon Technologies Corp

Industrials
591
+ 8.99%
$114.45 - $127.21 $67.6K - $75.2K
7.17K $829M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
841
+ 26.77%
$58.88 - $64.8 $49.5K - $54.5K
3.98K $235M
MSI
Motorola Solutions, Inc.

Technology
47
+ 6.37%
$449.08 - $504.6 $21.1K - $23.7K
785 $363M
ARCC
Ares Capital Corp

Financial Services
268
+ 1.03%
$20.74 - $22.27 $5.56K - $5.97K
26.2K $574M
TGB
Taseko Mines LTD

Basic Materials
15.6K
New
$1.91 - $2.65 $29.9K - $41.5K
15.6K $30.3M
LMT
Lockheed Martin Corp

Industrials
142
+ 35.06%
$479.66 - $614.62 $68.1K - $87.3K
547 $266M
OEF
Ishares S&P 100 ETF

ETFs
47
+ 4.19%
N/A
1.17K $337M
XLI
Industrial Sector Spdr

ETFs
239
+ 15.22%
$131.76 - $143.99 $31.5K - $34.4K
1.81K $238M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
562
+ 8.18%
$63.23 - $66.65 $35.5K - $37.5K
7.43K $471M
Activity Summary
Buys All Purchases 193 New Holdings 40 Increased Positions 153 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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