Bip-Wealth
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "JAZZ", "AR", "STRL", null, null, "RF", null, "ACN", "BTU", "ABT", "ABBV", "GOOGL", "AXP", "T", "BLK", null, "CAT", "AVGO", "LOW", null, "ARCC", "WRB", null, "CLM", "DUK", "DAVA", "LWLG", "HD", "MCD", null, "INTU", null, null, null, "HWM", "EMR", "ICE", "MUB", "META", null, null, null, "IVW", "PK", "IJH", null, null, "TGB", null, "NEOV", "CRF", null, null, "LHX", null, null, null, "MPC", "PWR", "MA", null, "ABCB", "MSFT", "GE", "OXY", null, "IJR", "EFG", "IWD", "ORCL", "OKE", null, "VGIT", "VHT", "EEM", "IWF", "PANW", "PEP", null, "IEMG", "IVV", null, "IYR", "UNH", "AAPL", "SPY", "NVDA", "GS", "PLTR", "PFE", "LMT", "PG", "MRK", null, "AMGN", "FNDX", null, "IEFA", "RY", null, null, "SCHX", null, null, "SNA", "RTX", "SPDW", "GLD", null, null, null, null, null, "SPYG", null, null, null, null, null, null, null, null, null, null, "AMT", null, "SPLG", null, "IBM", "SBUX", "CI", "TXN", "TJX", "TFC", "UL", "UPS", "VNQ", "VO", "VXF", "VV", "SNV", "VOE", "SCHW", null, "VWO", "IWV", null, null, "VCIT", null, null, null, "VIG", null, "IWN", null, null, "GPN", null, "VYM", null, "THC", "SSB", null, "AFL", "AMD", "SDY", "FI", "FTNT", "IWR", null, null, "KBDC", null, "NVO", "AMZN", "MSI", "SCHB", "IVE", null, null, "HIMS", null, null, null, "VEU", "VGT", "VUG", "VEA", "VYMI", null, "VXUS", "VBK", "BNDX", "VBR", "BSV", "VT", "VB", "VOO", "VUSB", "VTV", "VRRM", "V", "WMT", "WFC", null, null, null, null, null, null, null, "WDAY", "XYL", null, null, null, "ET", "DVY", "SCHG", null, "SCHF", "SCHA", "NSC", "SO", "SW", "PSX", "CRM", "DIA", null, null, "IXUS", null, "IUSV", "DGRO", "MCK", null, "SPYV", null, "NUE", "BAC", "BRK-B", "AI", "CARR", "CVX", "LNG", "CINF", "CB", "CSCO", "C", "KO", "CMCSA", "COP", "COST", "DE", null, null, "RSP", null, "EFA", "IWB", "NEE", "NKE", "MAR", "QQQ", "IWM", "EPD", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", null, "MO", "MLM", "XLK", "ITOT", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-02
- Total Holdings
- 285
- Total Value
- 1534365735
- Accession Number
- 0001590214-25-000003
- Form Type
- 13F-HR
- CIK
- bip-wealth
- Manager Name
- Bip-Wealth
Data Enrichment
68% identified193 identified92 unidentified
Holdings
285 positions
Manager:
Search and click to pin securities to the top
Page 11 of 15
46435U713
Shares:7.1K
Value:$317.9K
464287721
Shares:2.2K
Value:$312.2K
25434V302
Shares:11.6K
Value:$299.8K
464287101
Shares:1.1K
Value:$296.0K
81369Y407
Shares:1.5K
Value:$293.4K
09261H305
Shares:11.2K
Value:$283.8K
25434V609
Shares:5.4K
Value:$279.3K
46137V100
Shares:2.4K
Value:$278.6K
G76225104
Shares:28.9K
Value:$277.0K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46435U713)✕ | 7.1K | QoQ 0.00% (-0) | All Managers (Combined) | $317.9K | |
5.1K | YoY NEW(+5.1K) | All Managers (Combined) | $316.8K | YoY NEW(+$316.8K) | |
Fortinet, Inc.(FTNTcusip34959E109) | 3.3K | QoQ -3.27% (-111)YoY NEW(+3.3K) | All Managers (Combined) | $315.8K | YoY NEW(+$315.8K) |
4.5K | QoQ 0.00% (+0)YoY +0.40% (+18) | All Managers (Combined) | $314.3K | ||
(cusip464287721)✕ | 2.2K | QoQ 0.00% (-0) | All Managers (Combined) | $312.2K | |
2.8K | QoQ -4.00% (-116)YoY NEW(+2.8K) | All Managers (Combined) | $306.2K | YoY NEW(+$306.2K) | |
(cusip25434V302)✕ | 11.6K | QoQ NEW(+11.6K) YoY NEW(+11.6K) | All Managers (Combined) | $299.8K | QoQ NEW(+$299.8K) YoY NEW(+$299.8K) |
(cusip464287101)✕ | 1.1K | QoQ -6.42% (-75)YoY -2.49% (-28) | All Managers (Combined) | $296.0K | |
13.7K | All Managers (Combined) | $294.1K | |||
(cusip81369Y407)✕ | 1.5K | QoQ 0.00% (-0)YoY +7.13% (+99) | All Managers (Combined) | $293.4K | |
DEERE & CO(DEcusip244199105) | 622 | QoQ +0.32% (+2)YoY NEW(+622) | All Managers (Combined) | $292.1K | YoY NEW(+$292.1K) |
Eaton Corp plc(ETNcusipG29183103) | 1.1K | All Managers (Combined) | $287.0K | ||
Xylem Inc.(XYLcusip98419M100) | 2.4K | QoQ 0.00% (+0)YoY NEW(+2.4K) | All Managers (Combined) | $286.8K | YoY NEW(+$286.8K) |
(cusip09261H305)✕ | 11.2K | QoQ +1.65% (+182)YoY +6.66% (+699) | All Managers (Combined) | $283.8K | |
Snap-on Inc(SNAcusip833034101) | 834 | QoQ +8.31% (+64)YoY NEW(+834) | All Managers (Combined) | $281.1K | YoY NEW(+$281.1K) |
(cusip25434V609)✕ | 5.4K | YoY NEW(+5.4K) | All Managers (Combined) | $279.3K | YoY NEW(+$279.3K) |
(cusip46137V100)✕ | 2.4K | QoQ 0.00% (+0)YoY NEW(+2.4K) | All Managers (Combined) | $278.6K | YoY NEW(+$278.6K) |
1.0K | QoQ +0.09% (-1)YoY +5.09% (+50) | All Managers (Combined) | $277.7K | ||
2.1K | YoY -0.23% (-5) | All Managers (Combined) | $277.6K | ||
(cusipG76225104)✕ | 28.9K | All Managers (Combined) | $277.0K |