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CIK: 0001590214
Total reported value
$3.5B
$3.5B
245 檔
22.9%
At the close of Q3 2024, BIP Wealth, LLC disclosed equity holdings valued at approximately $3.5B, spread across 245 reported holdings.
In Q3 2024, BIP Wealth, LLC displayed an active expansion posture, initiating 5 new positions and adding to 44 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including USFR, SPY, TFLO) accounted for 22.9% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 245 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 20.53% | -2.55% | +15.99% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 20.52% | -2.33% | +8.01% | |
| 3 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 5.10% | -0.49% | +19.49% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.78% | -0.36% | +17.45% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 4.07% | -0.52% | +30.62% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.76% | -0.40% | +8.54% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.48% | -0.19% | +17.18% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.47% | -0.37% | +14.31% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.20% | -0.09% | +4.36% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.45% | -0.04% | +7.10% | |
| 11 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 1.30% | -0.21% | +19.58% | |
| 12 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 1.14% | -0.23% | +22.69% | |
| 13 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.12% | -0.33% | +9.46% | |
| 14 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.07% | -0.07% | +14.41% | |
| 15 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-Other | 1.02% | -0.17% | +18.09% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.99% | +0.01% | +13.82% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.95% | -0.06% | +9.22% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.95% | +0.28% | +13.81% | |
| 19 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.94% | -0.08% | +11.20% | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.72% | -0.13% | +17.97% | |
| 21 | REET | Ishares Global Reit ETF | ETF-Other | 0.68% | -0.07% | +8.88% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-Other | 0.66% | -0.07% | +1.68% | |
| 23 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 0.66% | -0.06% | +7.26% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.62% | -0.10% | +16.75% | |
| 25 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.60% | -0.06% | +16.22% | |
| 26 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.60% | -0.06% | +15.38% | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.59% | +0.01% | +4.09% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.32% | +7.50% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.57% | +0.01% | +11.50% | |
| 30 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.56% | -0.07% | +10.75% | |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.56% | -0.03% | +10.46% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | -0.01% | +9.42% | |
| 33 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.51% | -0.07% | +8.84% | |
| 34 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.50% | -0.05% | +12.14% | |
| 35 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.46% | -0.03% | +24.56% | |
| 36 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.46% | -0.06% | +0.72% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.45% | -0.47% | +8.64% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | -0.01% | +17.05% | |
| 39 | VRRM | Verra Mobility CORP | Stock-Other | 0.42% | +0.01% | NEW | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.33% | -0.01% | +11.98% | |
| 41 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.28% | -0.02% | +6.92% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.27% | -0.05% | +8.54% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.27% | +0.11% | +11.96% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | — | +9.62% | |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | -0.03% | +11.20% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.24% | +0.08% | +32.02% | |
| 47 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.23% | -0.04% | +10.06% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.05% | +6.10% | |
| 49 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 0.21% | -0.02% | — | |
| 50 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.21% | +0.68% | +11.71% |
According to official SEC Form 13F filings, BIP Wealth, LLC reported a total U.S. public equity portfolio value of $3.5B across 245 disclosed positions in Q3 2024.
During Q3 2024, BIP Wealth, LLC's top holdings by market value included USFR (20.5%)、SPY (20.5%)、TFLO (5.1%). The largest single position, USFR, represented 20.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
SW
市值: $3.1M
Top Position Liquidated / Trimmed
WRKUSD
前期市值: $1.2M
In Q3 2024, BIP Wealth, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 44 positions, trimming 0 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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