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Portfolio (Quarterly) Guide ↗

BIP Wealth, LLC

· CIK 0001590214
13F Portfolio $2.0B AUM Filed Oct 30, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 310 New
Page 13 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SNA SNAP ON INC Industrials 844.0 $292K 0.01% NEW $346.53 +3.9%
242 WRB BERKLEY W R CORP Financial Services 3,810.0 $292K 0.01% NEW $76.62 -10.9%
243 LMT LOCKHEED MARTIN CORP Industrials 582.0 $291K 0.01% NEW $499.26 +4.7%
244 BLACKSTONE PRIVATE CREDI 11,571.0 $290K 0.01% NEW $25.09
245 ARCC ARES CAP CORP EQUITY Financial Services 14,012.0 $286K 0.01% NEW $20.41 -8.2%
246 MPWR MONOLITHIC PWR SYS INC Technology 309.0 $284K 0.01% NEW $920.64 +69.6%
247 NVS NOVARTIS AG Healthcare 2,214.0 $284K 0.01% NEW $128.24 +18.3%
248 HON HONEYWELL INTL INC Industrials 1,348.0 $284K 0.01% NEW $210.50 +6.3%
249 MRVL MARVELL TECHNOLOGY INC Technology 3,368.0 $283K 0.01% NEW $84.07 +126.8%
250 LOW LOWES COS INC Consumer Cyclical 1,093.0 $275K 0.01% NEW $251.31 -13.5%
251 CQP CHENIERE ENERGY PARTN LP Energy 5,000.0 $269K 0.01% NEW $53.82 +20.2%
252 SCHM CHARLES SCHWAB US MC 9,029.0 $268K 0.01% NEW $29.64 +16.6%
253 TXN TEXAS INSTRS INC Technology 1,454.0 $267K 0.01% NEW $183.73 +65.9%
254 FIDU FIDELITY MSCI 3,236.0 $265K 0.01% NEW $81.93 +12.7%
255 CWI SPDR MSCI ACWI EX US 7,479.0 $261K 0.01% NEW $34.92 +15.0%
256 CEG CONSTELLATION ENERGY COR Utilities 791.0 $260K 0.01% NEW $329.07 -13.1%
257 EMR EMERSON ELEC CO Industrials 1,980.0 $260K 0.01% NEW $131.18 +2.8%
258 CARR CARRIER GLOBAL CORP Industrials 4,310.0 $257K 0.01% NEW $59.71 +4.1%
259 UPS UNITED PARCEL SVC INC Industrials 3,052.0 $255K 0.01% NEW $83.53 +18.4%
260 DAL DELTA AIR LINES INC DEL Industrials 4,460.0 $253K 0.01% NEW $56.75 +33.3%
Page 13 of 16  ·  310 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 69.4%
Technology 12.0%
Industrials 5.2%
Consumer Cyclical 4.2%
Consumer Defensive 2.1%
Communication Services 2.0%
Healthcare 2.0%
Energy 1.9%
Utilities 0.7%
Real Estate 0.3%