BIP Wealth, LLC Portfolio Holdings
Q3 2025•300 long positions•$2.0B portfolio value
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Holding309 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $341.5M 16.89% | -$10.6M Sold | — 512.6K shares | 528.5K → 512.6K −$10.6M | -3.0% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $258.4M 12.78% | +$186.0M Bought | — 19.5M shares | 5.5M → 19.5M +$186.0M | +257.0% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $106.8M 5.28% | +$5.6M Bought | — 325.3K shares | 308.3K → 325.3K +$5.6M | +5.51% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $94.8M 4.69% | +$91.1M Bought | — 154.7K shares | 5.9K → 154.7K +$91.1M | +2,518.45% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $75.9M 3.75% | -$15.9M Sold | — 1.5M shares | 1.8M → 1.5M −$15.9M | -17.3% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $61.5M 3.04% | -$3.0M Sold | — 330.0K shares | 345.8K → 330.0K −$3.0M | -4.58% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $60.6M 3.0% | +$486.6K Bought | — 649.4K shares | 644.2K → 649.4K +$486.6K | +0.81% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $44.3M 2.19% | -$499.7K Sold | — 620.9K shares | 627.9K → 620.9K −$499.7K | -1.12% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $43.9M 2.17% | -$1.7M Sold | — 318.9K shares | 331.2K → 318.9K −$1.7M | -3.71% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $39.1M 1.93% | +$17.7M Bought | — 1.3M shares | 705.0K → 1.3M +$17.7M | +82.88% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $30.5M 1.51% | +$29.4M Bought | — 509.1K shares | 18.5K → 509.1K +$29.4M | +2,654.22% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $28.4M 1.4% | +$28.4M New | — 566.5K shares | 0 → 566.5K +$28.4M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $27.6M 1.37% | -$818.3K Sold | — 499.5K shares | 514.2K → 499.5K −$818.3K | -2.88% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $26.2M 1.3% | +$9.9M Bought | — 484.5K shares | 302.2K → 484.5K +$9.9M | +60.3% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $24.5M 1.21% | +$24.5M New | — 329.6K shares | 0 → 329.6K +$24.5M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $24.0M 1.19% | +$20.5M Bought | — 114.5K shares | 16.5K → 114.5K +$20.5M | +594.05% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $23.4M 1.16% | -$218.0K Sold | — 96.9K shares | 97.8K → 96.9K −$218.0K | -0.92% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $22.9M 1.13% | +$15.6M Bought | — 271.8K shares | 86.5K → 271.8K +$15.6M | +214.11% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $22.5M 1.11% | +$574.2K Bought | — 553.7K shares | 539.6K → 553.7K +$574.2K | +2.62% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $21.7M 1.07% | +$652.5K Bought | — 268.5K shares | 260.4K → 268.5K +$652.5K | +3.11% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $21.4M 1.06% | -$423.7K Sold | — 269.4K shares | 274.7K → 269.4K −$423.7K | -1.94% | — — | Q1 2023 Held for 2y 8m | |
Consumer Electronics Technology | $19.6M 0.967% | +$3.9M Bought | 0.001% 76.8K shares | 61.6K → 76.8K +$3.9M | +24.63% | $3.78T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $19.5M 0.962% | +$1.3M Bought | — 40.6K shares | 37.9K → 40.6K +$1.3M | +7.13% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $19.2M 0.95% | -$1.9K Sold | — 308.5K shares | 308.6K → 308.5K −$1.9K | -0.01% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $18.8M 0.929% | +$2.9M Bought | — 179.7K shares | 151.8K → 179.7K +$2.9M | +18.39% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $18.3M 0.904% | +$14.1M Bought | — 171.1K shares | 39.0K → 171.1K +$14.1M | +338.56% | — — | Q1 2023 Held for 2y 8m | |
Engineering & Construction Industrials | $16.7M 0.828% | +$1.3M Bought | 0.162% 49.3K shares | 45.4K → 49.3K +$1.3M | +8.67% | $10.3B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $16.2M 0.8% | +$233.3K Bought | — 302.9K shares | 298.5K → 302.9K +$233.3K | +1.46% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $14.4M 0.715% | +$1.8M Bought | — 139.7K shares | 122.1K → 139.7K +$1.8M | +14.47% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $12.8M 0.633% | +$11.8M Bought | — 17.1K shares | 1.4K → 17.1K +$11.8M | +1,134.68% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $12.5M 0.617% | +$1.0M Bought | — 278.9K shares | 256.0K → 278.9K +$1.0M | +8.94% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $12.2M 0.601% | +$2.1M Bought | — 18.2K shares | 15.0K → 18.2K +$2.1M | +21.31% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $12.0M 0.593% | +$530.7K Bought | — 469.0K shares | 448.2K → 469.0K +$530.7K | +4.63% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $11.7M 0.577% | -$713.5K Sold | — 131.6K shares | 139.7K → 131.6K −$713.5K | -5.76% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $11.5M 0.571% | +$1.2M Bought | — 83.5K shares | 74.5K → 83.5K +$1.2M | +12.06% | — — | Q1 2023 Held for 2y 8m | |
Semiconductors Technology | $11.2M 0.556% | +$5.9M Bought | 0.0% 60.2K shares | 28.3K → 60.2K +$5.9M | +112.43% | $4.54T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $11.0M 0.544% | -$168.4K Sold | — 35.7K shares | 36.2K → 35.7K −$168.4K | -1.51% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $10.6M 0.527% | +$10.6M Bought | — 215.2K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $10.6M 0.524% | -$759.4K Sold | — 156.3K shares | 167.5K → 156.3K −$759.4K | -6.68% | — — | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $10.6M 0.522% | +$2.8M Bought | 0.0% 20.4K shares | 15.0K → 20.4K +$2.8M | +36.13% | $3.85T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $10.5M 0.52% | -$1.2M Sold | — 184.2K shares | 205.1K → 184.2K −$1.2M | -10.22% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $10.3M 0.507% | +$1.1M Bought | — 200.2K shares | 178.0K → 200.2K +$1.1M | +12.48% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $9.9M 0.49% | +$3.2M Bought | — 126.4K shares | 85.0K → 126.4K +$3.2M | +48.78% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $9.9M 0.487% | +$71.4K Bought | — 243.3K shares | 241.5K → 243.3K +$71.4K | +0.73% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $8.8M 0.434% | -$2.7K Sold | — 93.1K shares | 93.1K → 93.1K −$2.7K | -0.03% | — — | Q1 2023 Held for 2y 8m | |
Home Improvement Consumer Cyclical | $8.2M 0.407% | +$249.6K Bought | 0.002% 20.3K shares | 19.7K → 20.3K +$249.6K | +3.13% | $403.32B Mega Cap | Q1 2023 Held for 2y 8m | |
Unknown Unknown | $7.9M 0.389% | -$574.6K Sold | — 233.7K shares | 250.8K → 233.7K −$574.6K | -6.8% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $7.9M 0.389% | -$343.0K Sold | — 183.5K shares | 191.6K → 183.5K −$343.0K | -4.19% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $7.8M 0.385% | +$1.9M Bought | — 93.3K shares | 70.5K → 93.3K +$1.9M | +32.44% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $7.6M 0.375% | +$4.8M Bought | — 71.2K shares | 26.2K → 71.2K +$4.8M | +171.21% | — — | Q1 2023 Held for 2y 8m |
