| |
|
|
| Name: |
BIP Wealth LLC |
| City: |
ATLANTA |
| State: |
GA |
| Zip: |
30305 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
27 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
QQEW |
First Trust NASDAQ-100 Equa... |
116 |
New |
$121.36 |
$609,000 |
4,913 |
0.04% |
609,000 |
4,913 |
0 |
Closed - End Fund - Debt |
|
|
FTEC |
Fidelity Msci Information T... |
126 |
New |
$155.73 |
$492,000 |
3,156 |
0.04% |
492,000 |
3,156 |
0.006 |
N/A |
|
|
IWW |
iShares Russell 3000 Value |
129 |
New |
$89.44 |
$472,000 |
5,220 |
0.03% |
472,000 |
5,220 |
0.001 |
Closed - End Fund - E... |
|
|
ADBE |
Adobe Systems Inc |
141 |
New |
$475.95 |
$383,000 |
760 |
0.03% |
383,000 |
760 |
0 |
Application Software |
|
|
AVGE |
Avantis All Equity Markets Etf |
146 |
New |
$0.00 |
$353,000 |
5,057 |
0.03% |
353,000 |
5,057 |
0.23 |
N/A |
|
|
MDY |
Standrd Poor Mdcp 400 SPDR |
153 |
New |
$551.79 |
$320,000 |
576 |
0.02% |
320,000 |
576 |
0.001 |
Closed - End Fund - E... |
|
|
EUDG |
Wisdomtree Europe Quality D... |
161 |
New |
$0.00 |
$304,000 |
9,314 |
0.02% |
304,000 |
9,314 |
0 |
N/A |
|
|
IJH |
iShares S&P MidCap 400 Index |
163 |
New |
$60.31 |
$301,000 |
4,960 |
0.02% |
301,000 |
4,960 |
0.002 |
Closed - End Fund - E... |
|
|
AMD |
Advanced Micro Devices Inc |
172 |
New |
$153.16 |
$274,000 |
1,520 |
0.02% |
274,000 |
1,520 |
0 |
Semiconductor- Broad... |
|
|
MSI |
Motorola Inc |
176 |
New |
$361.05 |
$262,000 |
738 |
0.02% |
262,000 |
738 |
0 |
Communication Equipment |
|
|
ETN |
Eaton Corp |
177 |
New |
$330.45 |
$261,000 |
834 |
0.02% |
261,000 |
834 |
0 |
Diversified Machinery |
|
|
THC |
Tenet Healthcare Corp |
178 |
New |
$128.56 |
$260,000 |
2,470 |
0.02% |
260,000 |
2,470 |
0.002 |
Hospitals |
|
|
LOW |
Lowes Companies Inc |
180 |
New |
$231.58 |
$256,000 |
1,006 |
0.02% |
256,000 |
1,006 |
0 |
Home Improvement Stores |
|
|
RSP |
Guggenheim ETF Trust - Gugg... |
185 |
New |
$166.73 |
$253,000 |
1,492 |
0.02% |
253,000 |
1,492 |
0 |
Closed - End Fund - E... |
|
|
COP |
ConocoPhillips |
184 |
New |
$121.04 |
$253,000 |
1,989 |
0.02% |
253,000 |
1,989 |
0 |
Integrated Oil & Gas |
|
|
ABT |
Abbott Laboratories |
192 |
New |
$104.01 |
$238,000 |
2,098 |
0.02% |
238,000 |
2,098 |
0 |
Drug Manufacturers - ... |
|
|
CAT |
Caterpillar Inc |
194 |
New |
$358.18 |
$235,000 |
641 |
0.02% |
235,000 |
641 |
0 |
Farm & Construction M... |
|
|
BLK |
BlackRock Inc A |
195 |
New |
$802.96 |
$233,000 |
280 |
0.02% |
233,000 |
280 |
0 |
Investment Brokerage ... |
|
|
HIMS |
Hims & Hers Health, Inc. |
196 |
New |
$13.74 |
$232,000 |
15,025 |
0.02% |
232,000 |
15,025 |
0.008 |
N/A |
|
|
NFLX |
Netflix Inc |
197 |
New |
$613.66 |
$231,000 |
380 |
0.02% |
231,000 |
380 |
0 |
Music & Video Stores |
|
|
AXP |
American Express Co |
198 |
New |
$241.53 |
$224,000 |
982 |
0.02% |
224,000 |
982 |
0 |
Credit Services |
|
|
PWR |
Quanta Services Inc |
199 |
New |
$263.36 |
$221,000 |
850 |
0.02% |
221,000 |
850 |
0.001 |
General Contractors |
|
|
FIDU |
Fidelity MSCI Industrials I... |
200 |
New |
$67.26 |
$217,000 |
3,206 |
0.02% |
217,000 |
3,206 |
0.03 |
N/A |
|
|
IYW |
iShares Trust DJ US Sector |
201 |
New |
$135.65 |
$216,000 |
1,600 |
0.02% |
216,000 |
1,600 |
0.001 |
Closed - End Fund - E... |
|
|
ABC |
AmerisourceBergen Corp |
204 |
New |
$221.94 |
$212,000 |
872 |
0.02% |
212,000 |
872 |
0 |
Drugs Wholesale |
|
|
RYCEF |
Rolls Royce Group Plc |
208 |
New |
$5.33 |
$156,000 |
28,900 |
0.01% |
156,000 |
28,900 |
0 |
Aerospace/Defense - M... |
|
|
AONC |
American Oncology Network C... |
209 |
New |
$0.00 |
$98,000 |
17,791 |
0.01% |
98,000 |
17,791 |
0.053 |
N/A |
|
