BIP Wealth, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 7, 2024
Value $
$1.47B
Signature - Title
Darrick Alford - CFO
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by BIP Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BIP Wealth, LLC reported 241 stock holdings with total value $1.47B as of Q3 2024. Top holdings included USFR, SPY, TFLO, VTI, and VTV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 241 $1.47B +$194M -$2.33M +$192M USFR, SPY, TFLO, VTI, VTV 13F-HR 11/7/2024, 01:12 PM
Q2 2024 191 $1.22B +$10.9M -$169M -$158M SPY, USFR, TFLO, VTI, EFA 13F-HR 8/8/2024, 02:51 PM
Q1 2024 216 $1.37B +$74.3M -$36.6M +$37.7M USFR, SPY, TFLO, VTI, EFA 13F-HR 5/8/2024, 10:52 AM
Q4 2023 196 $1.27B +$116M -$14.2M +$102M USFR, SPY, TFLO, VTI, EFA 13F-HR 2/2/2024, 08:00 AM
Q3 2023 183 $1.09B +$17M -$121M -$104M SPY, USFR, TFLO, VTI, EFA 13F-HR 11/9/2023, 09:48 AM
Q2 2023 188 $1.22B +$310M -$25.5M +$284M USFR, SPY, TFLO, EFA, VTI 13F-HR 7/27/2023, 11:26 AM
Q1 2023 183 $901M $0 $0 SPY, TFLO, EFA, VTI, VT 13F-HR 5/10/2023, 02:54 PM