Bip Wealth, LLC Portfolio Holdings

Bip Wealth, LLC

  • $1.47 Trillion
  • Q3 2024

Bip Wealth, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.47 Trillion distributed in 332 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $301B, Spdr S&P 500 ETF Trust with a value of $301B, Ishares Treasury Floating Rate with a value of $74.8B, Vanguard Total Stock Market Et with a value of $70.2B, and Vanguard Value ETF with a value of $59.8B.

Examining the 13F form we can see an increase of $247B in the current position value, from $1.22T to 1.47T.

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 $1.47 Trillion
ETFs: $84.3 Billion
Technology: $35.7 Billion
Financial Services: $16.9 Billion
Consumer Cyclical: $15.1 Billion
Industrials: $11.9 Billion
Consumer Defensive: $9.92 Billion
Healthcare: $7.39 Billion
Energy: $6.16 Billion
Other: $9.27 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.53B
$3.05 Billion 0.21% of portfolio
31,422
Q3 2024 Added 605.16%
$367B
$3.07 Billion 0.21% of portfolio
25,453
Q3 2024 Added 22.28%
$266B
$2.91 Billion 0.2% of portfolio
40,426
Q3 2024 Added 17.13%
$1.77B
$2.82 Billion 0.19% of portfolio
110,550
Q2 2024 Reduced 4.37%
$459B
$2.77 Billion 0.19% of portfolio
23,621
Q3 2024 Added 27.85%
$0
$2.83 Billion 0.19% of portfolio
55,330
Q3 2024 Added 9.62%
$0
$2.64 Billion 0.18% of portfolio
31,888
Q3 2024 Added 5.92%
$0
$2.53 Billion 0.17% of portfolio
57,796
Q3 2024 Added 15.91%
$0
$2.39 Billion 0.16% of portfolio
35,343
Q3 2024 Added 5.82%
$0
$2 Billion 0.14% of portfolio
25,175
Q3 2024 Reduced 3.76%
$0
$2.12 Billion 0.14% of portfolio
103,870
Q2 2024 Added 0.1%
$0
$2.13 Billion 0.14% of portfolio
20,030
Q3 2024 Added 43.42%
$0
$2.12 Billion 0.14% of portfolio
4,021
Q3 2024 Added 23.76%
$0
$1.95 Billion 0.13% of portfolio
34,155
Q3 2024 Added 10.3%
$0
$1.98 Billion 0.13% of portfolio
15,736
Q3 2024 Reduced 0.47%
-
$1.82 Billion 0.12% of portfolio
-
Q3 2024 Added 76.79%
$84B
$1.54 Billion 0.11% of portfolio
3,122
Q3 2024 Added 20.49%
$0
$1.64 Billion 0.11% of portfolio
69,732
Q3 2024 Added 164.93%
$0
$1.6 Billion 0.11% of portfolio
33,648
Q3 2024 Reduced 1.48%
$394B
$1.66 Billion 0.11% of portfolio
9,595
Q3 2024 Added 93.88%
$503B
$1.4 Billion 0.1% of portfolio
8,192
Q3 2024 Reduced 0.32%
$1.3T
$1.43 Billion 0.1% of portfolio
5,449
Q3 2024 Added 198.09%
$1.43T
$1.42 Billion 0.1% of portfolio
2,473
Q3 2024 Added 2.87%
$0
$1.48 Billion 0.1% of portfolio
4,525
Q3 2024 Reduced 0.09%
$86.8B
$1.39 Billion 0.09% of portfolio
5,975
Q3 2024 Added 0.32%
$0
$1.29 Billion 0.09% of portfolio
16,467
Q3 2024 Added 30.27%
$0
$1.3 Billion 0.09% of portfolio
23,832
Q3 2024 Added 30.04%
$417B
$1.33 Billion 0.09% of portfolio
1,499
Q3 2024 Added 66.37%
$255B
$1.31 Billion 0.09% of portfolio
16,194
Q3 2024 Added 10.18%
$383B
$1.21 Billion 0.08% of portfolio
7,481
Q3 2024 Added 10.68%
$0
$1.16 Billion 0.08% of portfolio
10,723
Q3 2024 Added 85.23%
$1.18T
$1.21 Billion 0.08% of portfolio
7,302
Q3 2024 Added 5.09%
$0
$1.11 Billion 0.08% of portfolio
4,924
Q3 2024 Added 8.91%
$1.21T
$1.22 Billion 0.08% of portfolio
7,305
Q3 2024 Reduced 2.65%
$149B
$1.17 Billion 0.08% of portfolio
18,061
Q2 2023 Reduced 0.08%
$30.1B
$1.17 Billion 0.08% of portfolio
11,387
Q3 2024 Reduced 1.73%
$0
$1.12 Billion 0.08% of portfolio
10,439
Q3 2024 Reduced 1.05%
$305B
$1.06 Billion 0.07% of portfolio
7,188
Q3 2024 Added 141.21%
$8.02B
$981 Million 0.07% of portfolio
22,059
Q3 2024 Reduced 1.05%
Dimensional ETF Trust Us Large Cap Value ETF
-
$1.08 Billion 0.07% of portfolio
-
Q3 2024 New
$97.3B
$1.01 Billion 0.07% of portfolio
5,844
Q3 2024 Added 905.85%
Dimensional ETF Trust Us Core Equity 1 ETF
-
$1.07 Billion 0.07% of portfolio
-
Q3 2024 New
$0
$863 Million 0.06% of portfolio
17,662
Q3 2024 Added 3.53%
$89.8B
$924 Million 0.06% of portfolio
10,248
Q3 2024 Added 24.43%
$0
$906 Million 0.06% of portfolio
19,897
Q3 2024 Reduced 8.09%
$0
$950 Million 0.06% of portfolio
36,146
Q3 2024 Reduced 1.31%
$144B
$901 Million 0.06% of portfolio
13,867
Q3 2024 New
$728B
$875 Million 0.06% of portfolio
988
Q3 2024 Added 31.56%
$0
$817 Million 0.06% of portfolio
24,243
Q3 2024 Reduced 10.61%

Summary

  • Portfolio
  • No. of Stocks 332
  • Current Value $1.47 Trillion
  • Prior Value $1.22 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 52 stocks
  • Additional Purchases 136 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
Track This Portfolio

Track Bip Wealth, LLC Portfolio

Follow Bip Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bip Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bip Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email