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CIK: 0001590214
Total reported value
$3.5B
$3.5B
279 檔
23.0%
In Q4 2024, BIP Wealth, LLC's U.S. equity holdings reached a combined market value of $3.5B, distributed across 279 disclosed stock positions.
In Q4 2024, BIP Wealth, LLC displayed an active expansion posture, initiating 6 new positions and adding to 27 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, USFR, TFLO) accounted for 23.0% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 279 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 20.60% | -2.33% | +0.03% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 19.18% | -2.55% | -5.17% | |
| 3 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 5.30% | -0.49% | +6.15% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.28% | -0.36% | +9.84% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 3.93% | -0.52% | +1.41% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.28% | -0.40% | -1.58% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.46% | -0.37% | +3.40% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.35% | -0.19% | +5.83% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.95% | -0.09% | -6.70% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.43% | -0.04% | +0.50% | |
| 11 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 1.35% | -0.21% | +6.79% | |
| 12 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 1.16% | -0.23% | +13.75% | |
| 13 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.10% | -0.33% | +1.70% | |
| 14 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-Other | 1.06% | -0.17% | +15.14% | |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.04% | -0.07% | -2.55% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.04% | +0.01% | -1.07% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.96% | +0.28% | +11.66% | |
| 18 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.87% | -0.08% | +3.29% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.85% | -0.06% | -0.81% | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.76% | -0.13% | +9.29% | |
| 21 | REET | Ishares Global Reit ETF | ETF-Other | 0.68% | -0.07% | +13.55% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-Other | 0.66% | -0.07% | -0.47% | |
| 23 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.64% | -0.06% | +10.25% | |
| 24 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.64% | -0.06% | +6.84% | |
| 25 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 0.62% | -0.06% | +4.17% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.61% | -0.10% | +9.60% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.32% | -2.17% | |
| 28 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.56% | +0.01% | -1.74% | |
| 29 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.56% | -0.07% | +4.81% | |
| 30 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.55% | +0.01% | — | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.52% | +0.01% | -6.04% | |
| 32 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.52% | -0.05% | +9.20% | |
| 33 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.52% | -0.07% | +2.36% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.01% | -2.06% | |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.48% | -0.03% | -3.55% | |
| 36 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.47% | -0.03% | +10.36% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.43% | -0.47% | -2.11% | |
| 38 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.41% | -0.06% | -2.79% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | -0.01% | -4.32% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.37% | -0.01% | +13.59% | |
| 41 | VRRM | Verra Mobility CORP | Stock-Other | 0.36% | +0.01% | NEW | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.32% | -0.05% | +12.01% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | — | -0.62% | |
| 44 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.28% | +0.11% | +8.87% | |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | -0.03% | +12.83% | |
| 46 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.25% | -0.08% | +35.39% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.25% | +0.08% | +7.21% | |
| 48 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.24% | -0.02% | -3.98% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | +0.02% | +0.27% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.05% | +3.07% |
According to official SEC Form 13F filings, BIP Wealth, LLC reported a total U.S. public equity portfolio value of $3.5B across 279 disclosed positions in Q4 2024.
During Q4 2024, BIP Wealth, LLC's top holdings by market value included SPY (20.6%)、USFR (19.2%)、TFLO (5.3%). The largest single position, SPY, represented 20.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
STRL
市值: $8.3M
Top Position Liquidated / Trimmed
USFR
前期市值: $301.4M
In Q4 2024, BIP Wealth, LLC made 49 total portfolio adjustments, initiating 6 new buys, adding to 27 positions, trimming 16 holdings, and fully liquidating 0 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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