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
$0
$1 Billion 0.07% of portfolio
39,526
Q4 2024 Added 9.35%
$6.95B
$1.11 Billion 0.07% of portfolio
21,756
Q4 2024 Reduced 1.37%
$99.5B
$1.1 Billion 0.07% of portfolio
6,008
Q4 2024 Added 0.55%
$339B
$984 Million 0.07% of portfolio
22,383
Q4 2024 Added 18.76%
$4.03B
$935 Million 0.06% of portfolio
14,936
Q4 2024 New
$279B
$873 Million 0.06% of portfolio
2,611
Q4 2024 Reduced 0.08%
$199B
$829 Million 0.06% of portfolio
7,167
Q4 2024 Added 8.99%
$0
$831 Million 0.06% of portfolio
17,384
Q4 2024 Added 38.6%
$0
$863 Million 0.06% of portfolio
7,488
Q4 2024 Added 29.33%
$54.8B
$890 Million 0.06% of portfolio
20,525
Q4 2024 Added 142.24%
$795B
$877 Million 0.06% of portfolio
1,136
Q4 2024 Added 14.98%
$0
$962 Million 0.06% of portfolio
1,547
Q4 2024 Added 11.38%
$97.5B
$965 Million 0.06% of portfolio
11,720
Q4 2024 Added 14.36%
$149B
$781 Million 0.05% of portfolio
13,779
Q4 2024 Reduced 0.63%
$0
$791 Million 0.05% of portfolio
6,027
Q4 2024 Added 23.61%
$0
$783 Million 0.05% of portfolio
7,105
Q3 2024 Added 157.89%
$0
$733 Million 0.05% of portfolio
2,274
Q4 2024 Reduced 2.94%
$74B
$743 Million 0.05% of portfolio
23,691
Q4 2024 Added 12.34%
$0
$731 Million 0.05% of portfolio
8,270
Q4 2024 Reduced 0.61%
$0
$799 Million 0.05% of portfolio
16,075
Q4 2024 Reduced 8.99%
$226B
$731 Million 0.05% of portfolio
3,326
Q4 2024 Added 6.4%
$0
$821 Million 0.05% of portfolio
2,045
Q4 2024 Added 0.34%
$0
$705 Million 0.05% of portfolio
7,919
Q4 2024 Reduced 0.54%
$0
$765 Million 0.05% of portfolio
2,898
Q4 2024 Added 12.06%
$239B
$718 Million 0.05% of portfolio
5,967
Q4 2024 Added 1.51%
$56.8B
$762 Million 0.05% of portfolio
3,545
Q4 2024 Added 1.43%
$0
$749 Million 0.05% of portfolio
4,563
Q4 2024 Added 25.88%
$511B
$582 Million 0.04% of portfolio
1,105
Q4 2024 Added 12.18%
$204B
$556 Million 0.04% of portfolio
3,659
Q4 2024 Added 1.61%
$2.01B
$546 Million 0.04% of portfolio
26,084
Q4 2024 New
$0
$540 Million 0.04% of portfolio
1,270
Q4 2024 Added 4.1%
$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%
$0
$573 Million 0.04% of portfolio
20,561
Q4 2024 Added 377.61%
$226B
$527 Million 0.04% of portfolio
1,818
Q4 2024 Added 55.92%
$0
$656 Million 0.04% of portfolio
13,554
Q4 2024 Added 11.91%
$0
$574 Million 0.04% of portfolio
26,200
Q4 2024 Added 1.03%
$0
$623 Million 0.04% of portfolio
23,464
Q4 2024 Added 167.24%
$0
$614 Million 0.04% of portfolio
11,755
Q4 2024 Reduced 3.05%
$0
$638 Million 0.04% of portfolio
2,515
Q4 2024 Added 0.84%
$0
$573 Million 0.04% of portfolio
4,585
Q3 2024 Reduced 6.68%
Alpha Architect 1 3
-
$524 Million 0.04% of portfolio
-
Q4 2024 New
$0
$582 Million 0.04% of portfolio
5,731
Q4 2024 Added 53.85%
$375B
$560 Million 0.04% of portfolio
3,149
Q4 2024 Added 8.81%
$0
$592 Million 0.04% of portfolio
3,204
Q4 2024 Added 1.52%
$251B
$548 Million 0.04% of portfolio
9,264
Q4 2024 Added 16.21%
$0
$407 Million 0.03% of portfolio
6,382
Q4 2024 Added 50.2%
$139B
$374 Million 0.03% of portfolio
5,219
Q4 2024 Added 34.41%
$0
$412 Million 0.03% of portfolio
15,922
Q4 2024 Added 98.01%

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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