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 2 of 15
97717W281
Shares:228.5K
Value:$11.0M
46434V647
Shares:451.6K
Value:$11.0M
464288877
Shares:176.3K
Value:$10.4M
25434V724
Shares:245.2K
Value:$10.1M
78464A300
Shares:124.6K
Value:$9.8M
97717W844
Shares:250.0K
Value:$8.9M
46435G672
Shares:172.4K
Value:$8.6M
464288257
Shares:69.8K
Value:$8.1M
97717W604
Shares:244.5K
Value:$7.8M
78464A201
Shares:90.2K
Value:$7.5M
78463X756
Shares:109.3K
Value:$6.2M
78468R788
Shares:136.9K
Value:$6.1M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip97717W281)✕ | 228.5K | All Managers (Combined) | $11.0M | ||
(cusip46434V647)✕ | 451.6K | All Managers (Combined) | $11.0M | ||
(cusip464288877)✕ | 176.3K | All Managers (Combined) | $10.4M | ||
(cusip25434V724)✕ | 245.2K | All Managers (Combined) | $10.1M | ||
(cusip78464A300)✕ | 124.6K | All Managers (Combined) | $9.8M | ||
117.7K | All Managers (Combined) | $9.5M | |||
25.2K | All Managers (Combined) | $9.4M | |||
36.4K | All Managers (Combined) | $9.4M | |||
(cusip97717W844)✕ | 250.0K | All Managers (Combined) | $8.9M | ||
(cusip46435G672)✕ | 172.4K | All Managers (Combined) | $8.6M | ||
(cusip464288257)✕ | 69.8K | All Managers (Combined) | $8.1M | ||
(cusip97717W604)✕ | 244.5K | All Managers (Combined) | $7.8M | ||
13.7K | All Managers (Combined) | $7.7M | |||
(cusip78464A201)✕ | 90.2K | All Managers (Combined) | $7.5M | ||
56.1K | All Managers (Combined) | $7.2M | |||
198.1K | All Managers (Combined) | $7.2M | |||
HOME DEPOT, INC.(HDcusip437076102) | 18.7K | All Managers (Combined) | $6.8M | ||
33.0K | All Managers (Combined) | $6.4M | |||
(cusip78463X756)✕ | 109.3K | All Managers (Combined) | $6.2M | ||
(cusip78468R788)✕ | 136.9K | All Managers (Combined) | $6.1M |