Bip Wealth, LLC Purchases in Q4 2024

Bip Wealth, LLC

  • $1.49 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IFRA
Ishares Tr

ETFs
625
+ 9.72%
$45.94 - $51.71 $28.7K - $32.3K
7.05K $327M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
50
+ 4.1%
$417.69 - $450.94 $20.9K - $22.5K
1.27K $540M
MUB
Ishares National Muni Bond ETF

ETFs
412
+ 3.84%
$105.78 - $108.7 $43.6K - $44.8K
11.1K $1.19B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
355
+ 8.08%
$91.94 - $100.02 $32.6K - $35.5K
4.75K $439M
PWR
Quanta Services, Inc.

Industrials
1
+ 0.12%
$296.05 - $346.6 $296 - $347
841 $266M
TXN
Texas Instruments Inc

Technology
184
+ 16.06%
N/A
1.33K $249M
TJX
Tjx Companies Inc

Consumer Cyclical
24
+ 1.31%
$112.15 - $127.2 $2.69K - $3.05K
1.85K $224M
Carlyle Tactical Private
1.11K
+ 2.5%
N/A
45.6K $390M
PID
Invesco Exchange Traded Fd Tr

ETFs
2.2K
+ 9.87%
N/A
24.5K $449M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.53K
+ 200.05%
$22.01 - $66.82 $188K - $570K
12.8K $290M
PM
Philip Morris International Inc.

Consumer Defensive
89
+ 1.51%
$118.38 - $133.06 $10.5K - $11.8K
5.97K $718M
Blackstone Private Credi
178
+ 1.64%
N/A
11K $280M
PK
Park Hotels & Resorts Inc.

Real Estate
287
+ 1.61%
$13.68 - $15.82 $3.93K - $4.54K
18.1K $255M
Ares Real Estate Income
156
+ 1.34%
N/A
11.8K $88.6M
LLY
Eli Lilly & CO

Healthcare
148
+ 14.98%
$727.2 - $932.06 $108K - $138K
1.14K $877M
VOE
Vanguard Mid Cap Value Index F

ETFs
53
+ 2.88%
$160.89 - $176.18 $8.53K - $9.34K
1.89K $306M
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.88K
+ 98.01%
$25.33 - $51.16 $200K - $403K
15.9K $412M
EFV
Msci Eafe Value ETF

ETFs
15.2K
+ 9.6%
$51.78 - $57.15 $785K - $866K
173K $9.08B
MLM
Martin Marietta Materials Inc

Basic Materials
11
+ 2.59%
$516.5 - $619.58 $5.68K - $6.82K
436 $225M
IXUS
Ishares Tr

ETFs
342
+ 8.22%
$65.95 - $72.56 $22.6K - $24.8K
4.5K $298M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
322
+ 4.29%
$27.88 - $30.51 $8.98K - $9.82K
7.84K $219M
ABBV
Abb Vie Inc.

Healthcare
255
+ 8.81%
$164.99 - $203.87 $42.1K - $52K
3.15K $560M
PHYS
Sprott Physical Gold Trust

Financial Services
612
+ 0.59%
$19.66 - $21.66 $12K - $13.3K
104K $2.1B
COP
Conocophillips

Energy
78
+ 2.02%
$95.12 - $114.72 $7.42K - $8.95K
3.95K $391M
AMD
Advanced Micro Devices Inc

Technology
407
+ 26.07%
$118.88 - $172.8 $48.4K - $70.3K
1.97K $238M
MRK
Merck & Co., Inc.

Healthcare
462
+ 9.16%
$96.31 - $114.76 $44.5K - $53K
5.51K $548M
XYL
Xylem Inc.

Industrials
145
+ 6.43%
$116.02 - $137.45 $16.8K - $19.9K
2.4K $279M
MPC
Marathon Petroleum Corp

Energy
39
+ 2.75%
$131.65 - $174.84 $5.13K - $6.82K
1.46K $203M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
8.79K
+ 8.74%
$30.93 - $33.94 $272K - $298K
109K $3.39B
PEP
Pepsico Inc

Consumer Defensive
58
+ 1.61%
$151.29 - $176.1 $8.77K - $10.2K
3.66K $556M
VHT
Vanguard Health Care ETF

ETFs
21
+ 0.84%
$250.81 - $283.3 $5.27K - $5.95K
2.52K $638M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
9.13K
+ 154.69%
$27.54 - $83.04 $251K - $758K
15K $416M
NVO
Novo Nordisk A S

Healthcare
138
+ 3.94%
$85.0 - $120.04 $11.7K - $16.6K
3.64K $313M
JNJ
Johnson & Johnson

Healthcare
184
+ 2.46%
$143.34 - $165.86 $26.4K - $30.5K
7.67K $1.11B
NUE
Nucor Corp

Basic Materials
17
+ 0.38%
$115.78 - $167.74 $1.97K - $2.85K
4.55K $531M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
300
+ 0.88%
$52.1 - $57.26 $15.6K - $17.2K
34.5K $1.8B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
389
+ 1.1%
$60.13 - $67.31 $23.4K - $26.2K
35.7K $2.17B
AMT
American Tower Corp

Real Estate
33
+ 0.55%
$179.4 - $232.01 $5.92K - $7.66K
6.01K $1.1B
DNL
Wiswisdomtree Tr

ETFs
10.2K
+ 4.17%
$35.98 - $39.39 $368K - $403K
256K $9.2B
DGS
Wisdomtree Emerging Markets Sm

ETFs
8.42K
+ 3.29%
$48.87 - $53.53 $411K - $451K
265K $12.9B
VTV
Vanguard Value ETF

ETFs
4.84K
+ 1.41%
$168.32 - $181.87 $814K - $880K
347K $58.8B
VEU
Vanguard Ftse All World Ex Us

ETFs
33.6K
+ 5.83%
$57.29 - $63.1 $1.93M - $2.12M
611K $35.1B
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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