BIP Wealth, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1590214
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$3.5B
Holdings
560
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
BIP Wealth, LLC disclosed 560 positions worth $3.5B in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 10.7% of the equity portfolio, followed by $WT. During the quarter the fund opened 124 new positions and exited 18. The portfolio is most concentrated in Other (77.1% of disclosed assets). All figures are sourced directly from BIP Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 1590214.
AI Fund Analysis
Diversifying
$SPY10.7% weight
Held 10 quarters
$WT7.9% weight
Held 10 quarters
VANGUARD INDEX FDS - S&P 5
5.3% weight
Held 10 quarters
VANGUARD INDEX FDS - TOTAL
4.0% weight
Held 10 quarters
VANGUARD INDEX FDS - VALUE
3.2% weight
Held 10 quarters
VANGUARD INDEX FDS - GROWT
9 quarters accumulating
AMERICAN CENTY ETF TR - AV
9 quarters accumulating
SPDR SERIES TRUST - ST SHO
8 quarters accumulating
SPDR SERIES TRUST - ST STR
8 quarters accumulating
SSGA ACTIVE ETF TR - ST ST
8 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$375.9M503,321 sh - 59.9#903
Quality
$278.0M5,521,691 sh VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$187.5M273,046 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$140.8M380,548 shVANGUARD INDEX FDS - VALUE ETF
—Quality
$111.9M513,451 shISHARES TR - TRS FLT RT BD
—Quality
$77.0M1,521,470 shISHARES TR - MSCI EAFE ETF
—Quality
$70.2M675,556 sh- 58.1
Quality
$62.1M395,865 sh VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
—Quality
$57.5M687,071 shSPDR SERIES TRUST - ST SHOR CORP ETF
—Quality
$52.3M1,742,998 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $375.9M | 503,321 |
| WisdomTree, Inc.$WT | 59.9#903 | $278.0M | 5,521,691 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $187.5M | 273,046 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $140.8M | 380,548 |
| VANGUARD INDEX FDS - VALUE ETF | — | $111.9M | 513,451 |
| ISHARES TR - TRS FLT RT BD | — | $77.0M | 1,521,470 |
| ISHARES TR - MSCI EAFE ETF | — | $70.2M | 675,556 |
 DOVER Corp$DOV | 58.1 | $62.1M | 395,865 |
| VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $57.5M | 687,071 |
| SPDR SERIES TRUST - ST SHOR CORP ETF | — | $52.3M | 1,742,998 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BIP Wealth, LLC's 560 positions.
Showing top 10 of 560 holdings.
Sector Allocation
Other
$2.7B
Financials
$428.6M
Technology
$143.6M
Industrials
$116.9M
Consumer Discretionary
$35.6M
Healthcare
$23.9M
Energy
$19.1M
Consumer Staples
$15.7M
Full Holdings — BIP Wealth, LLC (Q2 2026)
All 560 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $375.9M | 10.7% | +2% | — |
| 2 | $WT | WisdomTree, Inc. | $278.0M | 7.9% | +8% | 59.9 |
| 3 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $187.5M | 5.3% | +149% | — |
| 4 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $140.8M | 4.0% | +14% | — |
| 5 | — | VANGUARD INDEX FDS - VALUE ETF | $111.9M | 3.2% | +11% | — |
| 6 | — | ISHARES TR - TRS FLT RT BD | $77.0M | 2.2% | +17% | — |
| 7 | — | ISHARES TR - MSCI EAFE ETF | $70.2M | 2.0% | +12% | — |
| 8 | $DOV | DOVER Corp | $62.1M | 1.8% | +4% | 58.1 |
| 9 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $57.5M | 1.6% | +15% | — |
| 10 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $52.3M | 1.5% | +18% | — |
| 11 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $45.6M | 1.3% | +1472% | — |
| 12 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $43.2M | 1.2% | -34% | — |
| 13 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $41.8M | 1.2% | +2698% | — |
| 14 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $38.8M | 1.1% | +59% | — |
| 15 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $35.6M | 1.0% | NEW | — |
| 16 | — | ISHARES TR - CORE S&P500 ETF | $35.3M | 1.0% | +84% | — |
| 17 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $35.2M | 1.0% | NEW | — |
| 18 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $35.0M | 1.0% | +3783% | — |
| 19 |  $AAPL | Apple Inc. | $35.0M | 1.0% | +28% | 76.4 |
| 20 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $33.9M | 1.0% | +83% | — |
| 21 | — | SPDR SERIES TRUST - ST STR MSCI USAQ | $32.3M | 0.9% | +63% | — |
| 22 | — | SPDR SERIES TRUST - ST STR P500VAL | $31.6M | 0.9% | +21% | — |
| 23 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $31.1M | 0.9% | -4% | — |
| 24 | — | SPDR SERIES TRUST - ST STR P500GRW | $31.1M | 0.9% | +8% | — |
| 25 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $30.8M | 0.9% | +1587% | — |
| 26 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | $30.1M | 0.9% | -2% | — |
| 27 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $29.3M | 0.8% | -3% | — |
| 28 | — | ISHARES TR - RUSSELL 2000 ETF | $28.8M | 0.8% | +12% | — |
| 29 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $28.3M | 0.8% | +730% | — |
| 30 | — | VANGUARD INDEX FDS - GROWTH ETF | $27.1M | 0.8% | +579% | — |
| 31 | — | SSGA ACTIVE ETF TR - ST STR UL BD ETF | $26.9M | 0.8% | +13% | — |
| 32 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $25.7M | 0.7% | +14% | — |
| 33 | — | ISHARES TR - SHRT NAT MUN ETF | $25.5M | 0.7% | +150% | — |
| 34 | — | ISHARES TR - LARG CAP JUN ETF | $24.2M | 0.7% | -8% | — |
| 35 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $24.2M | 0.7% | NEW | — |
| 36 | — | ISHARES TR - MSCI ACWI ETF | $23.3M | 0.7% | +28% | — |
| 37 | $WT | WisdomTree, Inc. | $22.5M | 0.6% | +3% | 59.9 |
| 38 | — | CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF | $22.3M | 0.6% | +32% | — |
| 39 | $WT | WisdomTree, Inc. | $22.2M | 0.6% | +2% | 59.9 |
| 40 | — | PIMCO ETF TR - MULTISECTOR BD | $21.9M | 0.6% | +33% | — |
| 41 | — | ISHARES TR - MSCI EMG MKT ETF | $21.3M | 0.6% | +8% | — |
| 42 |  $STRL | STERLING INFRASTRUCTURE, INC. | $20.5M | 0.6% | -29% | 70.6 |
| 43 | — | ISHARES TR - LARG CAP DEC ETF | $20.1M | 0.6% | -3% | — |
| 44 | — | ISHARES TR - 0-5 YR TIPS ETF | $18.3M | 0.5% | +16% | — |
| 45 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $17.5M | 0.5% | +13% | — |
| 46 |  $NVDA | NVIDIA CORP | $15.8M | 0.5% | +32% | 85.9 |
| 47 | — | VANGUARD WORLD FD - INF TECH ETF | $15.8M | 0.5% | +6986% | — |
| 48 |  $PHYS | Sprott Physical Gold Trust | $15.5M | 0.4% | +2% | — |
| 49 |  $MSFT | MICROSOFT CORP | $15.3M | 0.4% | +40% | 79.8 |
| 50 | — | ISHARES TR - IBONDS 27 TRM TS | $14.9M | 0.4% | +63% | — |
| 51 | — | ISHARES TR - GLOBAL REIT ETF | $14.4M | 0.4% | +11% | — |
| 52 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $13.3M | 0.4% | NEW | — |
| 53 | — | SPDR SERIES TRUST - ST STR SP600SM C | $13.3M | 0.4% | +6% | — |
| 54 | — | ISHARES TR - NATIONAL MUN ETF | $13.3M | 0.4% | +38% | — |
| 55 |  $AMZN | AMAZON COM INC | $12.9M | 0.4% | +27% | 68.7 |
| 56 | — | ISHARES TR - EAFE VALUE ETF | $12.7M | 0.4% | +10% | — |
| 57 | — | ISHARES TR - CORE INTL AGGR | $12.5M | 0.4% | +17% | — |
| 58 | — | SPDR SERIES TRUST - ST STR P500ETF | $12.2M | 0.3% | +14% | — |
| 59 | — | WISDOMTREE TR - GLOB EX US QU FD | $11.9M | 0.3% | +7% | — |
| 60 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $11.9M | 0.3% | +2% | — |
| 61 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $11.7M | 0.3% | NEW | — |
| 62 | — | AMERICAN CENTY ETF TR - AVANTIS ALL EQT | $11.6M | 0.3% | +8% | — |
| 63 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $11.3M | 0.3% | +1% | — |
| 64 | — | ISHARES TR - CORE MSCI EAFE | $11.3M | 0.3% | +479% | — |
| 65 | — | ISHARES TR - CORE S&P TTL STK | $11.0M | 0.3% | +16% | — |
| 66 | — | ISHARES TR - IBONDS 28 TRM TS | $10.8M | 0.3% | +112% | — |
| 67 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $10.8M | 0.3% | +68% | — |
| 68 | $WT | WisdomTree, Inc. | $10.7M | 0.3% | +7% | 59.9 |
| 69 | — | VANGUARD INDEX FDS - SMALL CP ETF | $10.2M | 0.3% | +18% | — |
| 70 | — | DIMENSIONAL ETF TRUST - WORLD EQUITY ETF | $9.7M | 0.3% | +62% | — |
| 71 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $9.5M | 0.3% | -53% | — |
| 72 | — | ISHARES TR - IBONDS 26 TRM TS | $9.1M | 0.3% | -25% | — |
| 73 |  $HD | HOME DEPOT, INC. | $9.0M | 0.3% | +31% | 60.3 |
| 74 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $8.9M | 0.3% | +1377% | — |
| 75 |  $GOOG | Alphabet Inc. | $8.9M | 0.3% | +28% | 78.2 |
| 76 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST INTER EQ | $8.9M | 0.3% | +3% | — |
| 77 |  $BRK.B | BERKSHIRE HATHAWAY INC | $8.8M | 0.3% | +14% | 73.8 |
| 78 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $8.7M | 0.3% | -8% | — |
| 79 | $WT | WisdomTree, Inc. | $8.6M | 0.3% | -1% | 59.9 |
| 80 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $8.6M | 0.2% | +15% | — |
| 81 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $8.5M | 0.2% | +1140% | — |
| 82 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $8.4M | 0.2% | -52% | — |
| 83 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $8.4M | 0.2% | +39% | — |
| 84 | — | DIMENSIONAL ETF TRUST - US COR EQU 1 ETF | $8.4M | 0.2% | +34% | — |
| 85 | — | ISHARES TR - RUS 1000 VAL ETF | $8.1M | 0.2% | +1205% | — |
| 86 | — | VANGUARD SCOTTSDALE FDS - LONG TERM TREAS | $8.1M | 0.2% | NEW | — |
| 87 | — | ISHARES TR - LARG CAP MAR ETF | $7.8M | 0.2% | -3% | — |
| 88 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $7.8M | 0.2% | +28% | — |
| 89 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $7.8M | 0.2% | +97% | — |
| 90 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $7.1M | 0.2% | +45% | — |
| 91 | — | SPDR INDEX SHS FDS - ST MARKE CAP ETF | $7.1M | 0.2% | +14% | — |
| 92 |  $GOOGL | Alphabet Inc. | $6.3M | 0.2% | +52% | 78.2 |
| 93 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $6.2M | 0.2% | NEW | — |
| 94 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $6.2M | 0.2% | +33% | — |
| 95 |  $KO | COCA COLA CO | $6.1M | 0.2% | +4% | 69.5 |
| 96 | — | ISHARES TR - IBON 2026 TE ETF | $6.1M | 0.2% | -33% | — |
| 97 | — | ISHARES TR - MSCI ACWI EX US | $6.1M | 0.2% | +139% | — |
| 98 |  $AFL | AFLAC INC | $6.0M | 0.2% | +33% | 61.3 |
| 99 | — | ISHARES TR - CORE DIV GRWTH | $6.0M | 0.2% | +1997% | — |
| 100 | — | FIRST TR EXCHANGE-TRADED FD - VEST LADDERED | $6.0M | 0.2% | +64% | — |
| 101 | — | ISHARES TR - MSCI USA QLT FCT | $5.8M | 0.2% | +1800% | — |
| 102 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $5.8M | 0.2% | +33% | — |
| 103 |  $META | Meta Platforms, Inc. | $5.7M | 0.2% | +2073% | 79.6 |
| 104 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $5.4M | 0.1% | +24% | — |
| 105 | — | FIRST TR EXCHANGE-TRADED FD - WTR ETF | $5.4M | 0.1% | +56% | — |
| 106 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $5.4M | 0.1% | +341% | — |
| 107 | — | INNOVATOR ETFS TRUST - INTRNL DEV JAN | $5.2M | 0.1% | -4% | — |
| 108 | — | SPDR SERIES TRUST - ST STR SP500DIV | $5.1M | 0.1% | -3% | — |
| 109 |  $XOM.R34088 | EXXON MOBIL CORP | $5.1M | 0.1% | +18% | 57.9 |
| 110 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $5.1M | 0.1% | +8% | — |
| 111 | — | VANGUARD STAR FDS - VG TL INTL STK F | $5.0M | 0.1% | -76% | — |
| 112 |  $JPM | JPMORGAN CHASE & CO | $4.9M | 0.1% | +16% | 70.7 |
| 113 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $4.9M | 0.1% | +68% | — |
| 114 | — | SPDR INDEX SHS FDS - ST STR NAT ETF | $4.9M | 0.1% | NEW | — |
| 115 |  $TSLA | Tesla, Inc. | $4.8M | 0.1% | +60% | 53.9 |
| 116 | — | ISHARES INC - CORE MSCI EMKT | $4.8M | 0.1% | +250% | — |
| 117 |  $AVGO | Broadcom Inc. | $4.8M | 0.1% | +31% | 84.5 |
| 118 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $4.8M | 0.1% | +9% | — |
| 119 | — | SPDR INDEX SHS FDS - ST INTL CAP ETF | $4.7M | 0.1% | +8% | — |
| 120 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $4.7M | 0.1% | +397% | — |
| 121 | — | ARK ETF TR - AUTNMUS TECHNLGY | $4.7M | 0.1% | +14% | — |
| 122 |  $IVZ | Invesco Ltd. | $4.7M | 0.1% | +3% | — |
| 123 | $META | Meta Platforms, Inc. | $4.6M | 0.1% | +16% | 79.6 |
| 124 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $4.6M | 0.1% | +82% | — |
| 125 | — | TORTOISE CAPITAL SERIES TRUS - AI INFRA ETF | $4.5M | 0.1% | +447% | — |
| 126 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $4.5M | 0.1% | +33% | — |
| 127 |  $AMD | ADVANCED MICRO DEVICES INC | $4.5M | 0.1% | -3% | 79.8 |
| 128 |  $WMT | Walmart Inc. | $4.5M | 0.1% | +3% | 60.2 |
| 129 |  $LLY | ELI LILLY & Co | $4.3M | 0.1% | +17% | 87.5 |
| 130 | — | EXCHANGE TRADED CONCEPTS TRU - ROBO GLB ETF | $4.2M | 0.1% | +2% | — |
| 131 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $4.1M | 0.1% | +231% | — |
| 132 |  $JNJ | JOHNSON & JOHNSON | $4.0M | 0.1% | +38% | 69 |
| 133 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $4.0M | 0.1% | NEW | — |
| 134 | — | ISHARES TR - RUS 1000 ETF | $3.9M | 0.1% | +400% | — |
| 135 | — | TCW ETF TRUST - TRANS SYSTE ETF | $3.8M | 0.1% | NEW | — |
| 136 | — | GLOBAL X FDS - US INFR DEV ETF | $3.8M | 0.1% | NEW | — |
| 137 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $3.8M | 0.1% | +181% | — |
| 138 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $3.7M | 0.1% | +1660% | — |
| 139 | — | ISHARES TR - S&P 500 GRWT ETF | $3.7M | 0.1% | +49% | — |
| 140 |  $PG | PROCTER & GAMBLE Co | $3.6M | 0.1% | +26% | 64.6 |
| 141 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $3.5M | 0.1% | NEW | — |
| 142 |  $PANW | Palo Alto Networks Inc | $3.5M | 0.1% | +11% | 65.5 |
| 143 | — | INNOVATOR ETFS TRUST - INTRNL DEV APRL | $3.4M | 0.1% | +19% | — |
| 144 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $3.4M | 0.1% | +340% | — |
| 145 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.4M | 0.1% | +29% | 66.2 |
| 146 |  $AMGN | AMGEN INC | $3.4M | 0.1% | +6% | 79.2 |
| 147 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $3.4M | 0.1% | +5% | — |
| 148 | — | INNOVATOR ETFS TRUST - GRWT100 PWR BUF | $3.3M | 0.1% | -9% | — |
| 149 | $IVZ | Invesco Ltd. | $3.3M | 0.1% | +1297% | — |
| 150 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ-100 SEL | $3.3M | 0.1% | -81% | — |
| 151 | — | FIRST TR EXCHANGE-TRADED FD - INDXX AEROSPACE | $3.2M | 0.1% | +1228% | — |
| 152 |  $CVX | CHEVRON CORP | $3.2M | 0.1% | +44% | 62.8 |
| 153 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $3.2M | 0.1% | NEW | — |
| 154 |  $SSB | SouthState Bank Corp | $3.1M | 0.1% | +1% | 77 |
| 155 |  $SO | SOUTHERN CO | $3.1M | 0.1% | +26% | 62 |
| 156 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $3.0M | 0.1% | +45% | — |
| 157 | — | ISHARES TR - EAFE SML CP ETF | $2.9M | 0.1% | +16% | — |
| 158 |  $GE | GENERAL ELECTRIC CO | $2.9M | 0.1% | +14% | 73.8 |
| 159 |  $CSCO | CISCO SYSTEMS, INC. | $2.9M | 0.1% | +53% | 70.3 |
| 160 |  $SW | Smurfit Westrock plc | $2.9M | 0.1% | +0% | — |
| 161 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETF | $2.6M | 0.1% | NEW | — |
| 162 | — | INNOVATOR ETFS TRUST - GRWT100 PWR BF | $2.6M | 0.1% | -2% | — |
| 163 |  $RTX | RTX Corp | $2.5M | 0.1% | +4% | 73.2 |
| 164 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $2.5M | 0.1% | -5% | — |
| 165 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $2.5M | 0.1% | NEW | — |
| 166 | — | ISHARES INC - MSCI EMRG CHN | $2.5M | 0.1% | -81% | — |
| 167 | $WT | WisdomTree, Inc. | $2.5M | 0.1% | +10% | 59.9 |
| 168 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQ | $2.4M | 0.1% | -3% | — |
| 169 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.4M | 0.1% | +74% | — |
| 170 | — | INNOVATOR ETFS TRUST - INTRNL DEV JULY | $2.4M | 0.1% | -33% | — |
| 171 | — | ISHARES TR - RUS 1000 GRW ETF | $2.3M | 0.1% | +337% | — |
| 172 |  $GEV | GE Vernova Inc. | $2.3M | 0.1% | +2% | 81.1 |
| 173 |  $PLTR | Palantir Technologies Inc. | $2.3M | 0.1% | +38% | 84.6 |
| 174 |  $MU | MICRON TECHNOLOGY INC | $2.3M | 0.1% | +52% | 86.2 |
| 175 | — | SPDR INDEX SHS FDS - ST S&P INTL ETF | $2.3M | 0.1% | NEW | — |
| 176 |  $ABBV | AbbVie Inc. | $2.3M | 0.1% | +94% | 72.6 |
| 177 |  $ORCL | ORACLE CORP | $2.2M | 0.1% | +51% | 66.2 |
| 178 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $2.2M | 0.1% | +21% | — |
| 179 |  $ETN | Eaton Corp plc | $2.2M | 0.1% | +7% | — |
| 180 |  $LRCX | LAM RESEARCH CORP | $2.2M | 0.1% | +15% | 79.4 |
| 181 |  $ASML | ASML HOLDING NV | $2.2M | 0.1% | +13% | — |
| 182 |  $V | VISA INC. | $2.2M | 0.1% | +6% | 82.9 |
| 183 | — | ISHARES TR - US TREAS BD ETF | $2.1M | 0.1% | +28% | — |
| 184 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.1M | 0.1% | +14% | 67.6 |
| 185 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $2.0M | 0.1% | +223% | — |
| 186 | — | DIMENSIONAL ETF TRUST - DIMENSIONAL US | $1.9M | 0.1% | +14% | — |
| 187 | $WT | WisdomTree, Inc. | $1.9M | 0.1% | +9% | 59.9 |
| 188 | — | ISHARES TR - RUSSELL 3000 ETF | $1.9M | 0.1% | +0% | — |
| 189 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1.9M | 0.1% | +7% | 61.7 |
| 190 |  $UPS | UNITED PARCEL SERVICE INC | $1.8M | 0.1% | +1% | 58.6 |
| 191 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $1.8M | 0.1% | +3% | — |
| 192 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $1.8M | 0.1% | +83% | 61.4 |
| 193 |  $MCK | MCKESSON CORP | $1.7M | 0.1% | +3% | 63.4 |
| 194 |  $LIN | LINDE PLC | $1.7M | 0.1% | +7% | — |
| 195 |  $PM | Philip Morris International Inc. | $1.7M | 0.1% | +30% | 75.9 |
| 196 |  $GPN | GLOBAL PAYMENTS INC | $1.7M | 0.1% | +112% | 47 |
| 197 |  $GDLC | Grayscale CoinDesk Crypto 5 ETF | $1.7M | 0.1% | +798% | — |
| 198 |  $CRWD | CrowdStrike Holdings, Inc. | $1.7M | 0.1% | -24% | 67.7 |
| 199 | — | FLEXSHARES TR - INTL QLTDV IDX | $1.7M | 0.1% | NEW | — |
| 200 |  $DAL | DELTA AIR LINES, INC. | $1.7M | 0.1% | +3% | 57.5 |
| 201 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $1.7M | 0.1% | NEW | — |
| 202 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP E | $1.7M | 0.1% | +57% | — |
| 203 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $1.7M | 0.1% | -8% | — |
| 204 |  $CAT | CATERPILLAR INC | $1.7M | 0.1% | +62% | 66.5 |
| 205 | — | ISHARES TR - S&P 500 VAL ETF | $1.6M | 0.1% | +45% | — |
| 206 |  $AR | ANTERO RESOURCES Corp | $1.6M | 0.1% | +0% | 75.4 |
| 207 | — | ISHARES TR - CORE S&P SCP ETF | $1.6M | 0.1% | +17% | — |
| 208 | — | VANGUARD WORLD FD - MEGA CAP INDEX | $1.6M | 0.1% | -3% | — |
| 209 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $1.6M | 0.1% | +13% | — |
| 210 |  $EMR | EMERSON ELECTRIC CO | $1.5M | 0.0% | +34% | 65.3 |
| 211 | — | ISHARES TR - MSCI INTL QUALTY | $1.5M | 0.0% | +9% | — |
| 212 |  $GS | GOLDMAN SACHS GROUP INC | $1.5M | 0.0% | -15% | 73.5 |
| 213 |  $NFLX | NETFLIX INC | $1.5M | 0.0% | +54% | 78.8 |
| 214 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US B | $1.5M | 0.0% | NEW | — |
| 215 | — | INNOVATOR ETFS TRUST - GRWT100 PWR BUF | $1.4M | 0.0% | -5% | — |
| 216 | — | INNOVATOR ETFS TRUST - GRWT100 PWR BF | $1.4M | 0.0% | +3% | — |
| 217 | $IVZ | Invesco Ltd. | $1.4M | 0.0% | +16% | — |
| 218 | — | SPDR SERIES TRUST - ST STR SP AERO | $1.4M | 0.0% | NEW | — |
| 219 | — | LAZARD ACTIVE ETF TR - LISTE INFRA ETF | $1.4M | 0.0% | +39% | — |
| 220 | — | ISHARES TR - CORE US AGGBD ET | $1.4M | 0.0% | +446% | — |
| 221 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1.4M | 0.0% | -3% | 73.7 |
| 222 | — | SPDR SERIES TRUST - ST LON TREAS ETF | $1.4M | 0.0% | NEW | — |
| 223 |  $PNFP | Pinnacle Financial Partners, Inc. | $1.4M | 0.0% | +20% | 54.5 |
| 224 | — | ISHARES TR - SELECT DIVID ETF | $1.4M | 0.0% | +106% | — |
| 225 |  $NEE | NEXTERA ENERGY INC | $1.3M | 0.0% | +19% | 64.6 |
| 226 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | $1.3M | 0.0% | -5% | — |
| 227 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $1.3M | 0.0% | +80% | — |
| 228 |  $AMAT | APPLIED MATERIALS INC /DE | $1.3M | 0.0% | +24% | 72.3 |
| 229 | — | ISHARES TR - IBONDS 29 TRM TS | $1.3M | 0.0% | -65% | — |
| 230 |  $TFC | TRUIST FINANCIAL CORP | $1.3M | 0.0% | -4% | 76.4 |
| 231 |  $IAUM | iShares Gold Trust Micro | $1.2M | 0.0% | NEW | — |
| 232 |  $SCHW | SCHWAB CHARLES CORP | $1.2M | 0.0% | +1% | 79.4 |
| 233 |  $MRVL | Marvell Technology, Inc. | $1.2M | 0.0% | +20% | 76.5 |
| 234 |  $KLAC | KLA CORP | $1.2M | 0.0% | NEW | 78.6 |
| 235 | $IVZ | Invesco Ltd. | $1.2M | 0.0% | +18% | — |
| 236 | — | SCHWAB STRATEGIC TR - 1000 INDEX ETF | $1.2M | 0.0% | NEW | — |
| 237 | — | ISHARES TR - RUS 2000 VAL ETF | $1.2M | 0.0% | +25% | — |
| 238 |  $AEM | AGNICO EAGLE MINES LTD | $1.2M | 0.0% | NEW | — |
| 239 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $1.1M | 0.0% | NEW | — |
| 240 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.1M | 0.0% | +17% | 70 |
| 241 | — | SPDR SERIES TRUST - ST STR P400MID | $1.1M | 0.0% | +18% | — |
| 242 | — | ISHARES INC - MSCI AGR PRO ETF | $1.1M | 0.0% | NEW | — |
| 243 | — | SPDR SERIES TRUST - ST STR SP DIV | $1.1M | 0.0% | -3% | — |
| 244 | — | DIMENSIONAL ETF TRUST - INTL VEC EQU ETF | $1.1M | 0.0% | +22% | — |
| 245 | — | SPDR INDEX SHS FDS - ST DOW GLOBA ETF | $1.1M | 0.0% | +4% | — |
| 246 | — | ISHARES TR - CORE S&P MCP ETF | $1.1M | 0.0% | +3% | — |
| 247 |  $CEG | Constellation Energy Corp | $1.1M | 0.0% | +29% | 59.4 |
| 248 | — | ISHARES TR - US MED DVC ETF | $1.1M | 0.0% | +24% | — |
| 249 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $1.1M | 0.0% | -0% | — |
| 250 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $1.0M | 0.0% | +81% | — |
| 251 | — | ISHARES TR - EAFE GRWTH ETF | $1.0M | 0.0% | +1% | — |
| 252 |  $UBER | Uber Technologies, Inc | $1.0M | 0.0% | +15% | 73.5 |
| 253 |  $ABCB | Ameris Bancorp | $1.0M | 0.0% | -5% | 59.8 |
| 254 |  $JAZZ | Jazz Pharmaceuticals plc | $1.0M | 0.0% | -1% | — |
| 255 | — | FIRST TR EXCHANGE-TRADED FD - TECH ALPHADEX | $1.0M | 0.0% | -3% | — |
| 256 | — | ISHARES TR - 3YRTB ETF | $1.0M | 0.0% | NEW | — |
| 257 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $1.0M | 0.0% | -9% | — |
| 258 | — | ISHARES TR - ESG MSCI KLD ETF | $1.0M | 0.0% | +156% | — |
| 259 |  $AMT | AMERICAN TOWER CORP /MA/ | $1.0M | 0.0% | +2% | 66.3 |
| 260 | — | ISHARES TR - ULTRA SHORT DUR | $1.0M | 0.0% | NEW | — |
| 261 | — | ISHARES TR - 0-3 MTH TREASURY | $1.0M | 0.0% | NEW | — |
| 262 | — | ISHARES TR - RUS MID CAP ETF | $999,389 | 0.0% | +10% | — |
| 263 |  $AXP | AMERICAN EXPRESS CO | $993,615 | 0.0% | +37% | 69.4 |
| 264 |  $UBSI | UNITED BANKSHARES INC/WV | $992,128 | 0.0% | +0% | 66.4 |
| 265 | — | AMERICAN CENTY ETF TR - US EQT ETF | $975,559 | 0.0% | +13% | — |
| 266 |  $LNG | Cheniere Energy, Inc. | $965,361 | 0.0% | +321% | 66.5 |
| 267 |  $BX | Blackstone Inc. | $961,735 | 0.0% | +40% | 74.4 |
| 268 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | $958,311 | 0.0% | -81% | — |
| 269 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $956,897 | 0.0% | +96% | — |
| 270 |  $KMI | KINDER MORGAN, INC. | $951,226 | 0.0% | -26% | 71.3 |
| 271 |  $J | JACOBS SOLUTIONS INC. | $941,404 | 0.0% | +50% | 64.3 |
| 272 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST DEEP ETF | $923,816 | 0.0% | NEW | — |
| 273 | — | ARK ETF TR - INNOVATION ETF | $914,315 | 0.0% | -18% | — |
| 274 |  $WFC | WELLS FARGO & COMPANY/MN | $913,534 | 0.0% | +10% | 61.8 |
| 275 | — | AIM ETF PRODUCTS TRUST - ALLIA US OCT ETF | $912,702 | 0.0% | -4% | — |
| 276 |  $ARKB | Ark 21Shares Bitcoin ETF | $911,208 | 0.0% | -67% | — |
| 277 | — | PROSHARES TR - S&P 500 DV ARIST | $911,000 | 0.0% | +91% | — |
| 278 | — | SPDR SERIES TRUST - ST STR SP600 SML | $903,277 | 0.0% | +11% | — |
| 279 |  $MA | Mastercard Inc | $871,998 | 0.0% | +54% | 85.1 |
| 280 |  $DUK | Duke Energy CORP | $868,132 | 0.0% | +6% | 56.4 |
| 281 |  $NRG | NRG ENERGY, INC. | $865,479 | 0.0% | -11% | 51.9 |
| 282 |  $MCD | MCDONALDS CORP | $862,264 | 0.0% | +38% | 69 |
| 283 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $855,421 | 0.0% | -7% | — |
| 284 |  $NUE | NUCOR CORP | $852,165 | 0.0% | NEW | 61.7 |
| 285 |  $MRK | Merck & Co., Inc. | $850,089 | 0.0% | +29% | 59.9 |
| 286 |  $IBIT | iShares Bitcoin Trust ETF | $846,522 | 0.0% | -17% | — |
| 287 |  $A | AGILENT TECHNOLOGIES, INC. | $833,804 | 0.0% | NEW | 67.1 |
| 288 |  $SIVR | abrdn Silver ETF Trust | $825,928 | 0.0% | NEW | — |
| 289 | — | ISHARES TR - RUS MD CP GR ETF | $823,155 | 0.0% | NEW | — |
| 290 | — | ISHARES TR - IBON 2027 TE ETF | $821,757 | 0.0% | +9% | — |
| 291 | — | INNOVATOR ETFS TRUST - INTL DEVELOPED P | $804,398 | 0.0% | NEW | — |
| 292 |  $ET | Energy Transfer LP | $804,352 | 0.0% | +55% | 64.4 |
| 293 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $801,275 | 0.0% | +14% | — |
| 294 |  $TXN | TEXAS INSTRUMENTS INC | $796,443 | 0.0% | +106% | 73.4 |
| 295 |  $MO | ALTRIA GROUP, INC. | $785,407 | 0.0% | +40% | 67.4 |
| 296 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $777,509 | 0.0% | +18% | 66.8 |
| 297 |  $INTC | INTEL CORP | $777,131 | 0.0% | NEW | 45.6 |
| 298 | — | ISHARES TR - MORNINGSTR US EQ | $776,546 | 0.0% | NEW | — |
| 299 | — | INVESCO EXCH TRADED FD TR II - RAFI EMRGNG MRKT | $769,305 | 0.0% | NEW | — |
| 300 |  $DHI | HORTON D R INC /DE/ | $764,070 | 0.0% | +5% | 53.6 |
| 301 | — | ISHARES TR - ISHARES SEMICDTR | $757,979 | 0.0% | +87% | — |
| 302 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $757,071 | 0.0% | +4% | 64.4 |
| 303 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.0% | NEW | 73.8 |
| 304 | — | VANGUARD INDEX FDS - MID CAP ETF | $736,761 | 0.0% | +363% | — |
| 305 |  $BLK | BlackRock, Inc. | $735,593 | 0.0% | -40% | 70 |
| 306 |  $PEP | PEPSICO INC | $732,640 | 0.0% | -6% | 63.4 |
| 307 |  $T | AT&T INC. | $731,410 | 0.0% | +17% | 65.7 |
| 308 |  $UNH | UNITEDHEALTH GROUP INC | $726,027 | 0.0% | +12% | 62.7 |
| 309 |  $HON | HONEYWELL INTERNATIONAL INC | $722,525 | 0.0% | -52% | 65 |
| 310 |  $CINF | CINCINNATI FINANCIAL CORP | $720,380 | 0.0% | +2% | 84.3 |
| 311 | — | ISHARES TR - RUS MDCP VAL ETF | $720,232 | 0.0% | NEW | — |
| 312 |  $RY | ROYAL BANK OF CANADA | $719,842 | 0.0% | -1% | 74.8 |
| 313 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $717,590 | 0.0% | +0% | — |
| 314 |  $PH | Parker-Hannifin Corp | $714,541 | 0.0% | +17% | 65.8 |
| 315 |  $HONA | Honeywell Aerospace Inc. | $713,425 | 0.0% | NEW | — |
| 316 |  $LMT | LOCKHEED MARTIN CORP | $712,693 | 0.0% | +23% | 65.6 |
| 317 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $710,479 | 0.0% | NEW | — |
| 318 | — | ISHARES TR - MORNINGSTAR GRWT | $706,801 | 0.0% | NEW | — |
| 319 |  $DE | DEERE & CO | $702,364 | 0.0% | +76% | 55.4 |
| 320 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $699,252 | 0.0% | -11% | — |
| 321 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $692,167 | 0.0% | +1% | — |
| 322 | — | VANECK ETF TRUST - RARE EAR STR ETF | $691,096 | 0.0% | NEW | — |
| 323 | — | INNOVATOR ETFS TRUST - EMRGNG MKT JAN | $687,403 | 0.0% | -2% | — |
| 324 |  $CRM | Salesforce, Inc. | $683,508 | 0.0% | -23% | 77 |
| 325 | — | SPDR SERIES TRUST - ST INTER BD ETF | $679,472 | 0.0% | -6% | — |
| 326 |  $NSC | NORFOLK SOUTHERN CORP | $674,796 | 0.0% | +3% | 63.2 |
| 327 |  $NEOV | NeoVolta Inc. | $674,601 | 0.0% | +0% | — |
| 328 | — | SPDR INDEX SHS FDS - ST STR MSCI GLB | $669,688 | 0.0% | -4% | — |
| 329 | — | FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH | $662,728 | 0.0% | -68% | — |
| 330 |  $IDXX | IDEXX LABORATORIES INC /DE | $662,262 | 0.0% | +4% | 73.8 |
| 331 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST INTL ETF | $660,152 | 0.0% | NEW | — |
| 332 | — | ISHARES TR - IBOND DEC 2030 | $656,161 | 0.0% | -8% | — |
| 333 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $651,680 | 0.0% | +3% | — |
| 334 |  $AGX | ARGAN INC | $642,875 | 0.0% | +5% | 81.4 |
| 335 | — | ISHARES TR - CORE S&P US VLU | $642,025 | 0.0% | +23% | — |
| 336 |  $C | CITIGROUP INC | $640,641 | 0.0% | +25% | 65 |
| 337 | — | SPDR SERIES TRUST - ST STR TIPS ETF | $637,164 | 0.0% | +5% | — |
| 338 |  $YMM | Full Truck Alliance Co. Ltd. | $628,289 | 0.0% | NEW | — |
| 339 |  $SKYT | SkyWater Technology, LLC | $626,203 | 0.0% | -5% | 59 |
| 340 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE DIV GRWT | $625,050 | 0.0% | +0% | — |
| 341 |  $PFE | PFIZER INC | $614,388 | 0.0% | +28% | 62 |
| 342 |  $ACN | Accenture plc | $595,049 | 0.0% | NEW | — |
| 343 |  $CASY | CASEYS GENERAL STORES INC | $590,531 | 0.0% | +99% | 65.1 |
| 344 |  $FDX | FEDEX CORP | $589,962 | 0.0% | +4% | 60.3 |
| 345 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | $588,672 | 0.0% | +2% | — |
| 346 |  $GEHC | GE HealthCare Technologies Inc. | $580,129 | 0.0% | NEW | 55.7 |
| 347 |  $MPC | Marathon Petroleum Corp | $578,503 | 0.0% | +123% | 61 |
| 348 | — | ISHARES TR - US TECH ETF | $578,363 | 0.0% | +0% | — |
| 349 |  $GLD | SPDR GOLD TRUST | $572,933 | 0.0% | +0% | — |
| 350 |  $GILD | GILEAD SCIENCES, INC. | $571,005 | 0.0% | +32% | 57.4 |
| 351 | — | INNOVATOR ETFS TRUST - US SML CP PWR B | $570,056 | 0.0% | -5% | — |
| 352 |  $COP | CONOCOPHILLIPS | $562,357 | 0.0% | +16% | 70.2 |
| 353 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $560,788 | 0.0% | +26% | — |
| 354 |  $HIMS | Hims & Hers Health, Inc. | $558,846 | 0.0% | -1% | 53.4 |
| 355 |  $GLW | CORNING INC /NY | $557,093 | 0.0% | NEW | 73.7 |
| 356 |  $NOW | ServiceNow, Inc. | $555,092 | 0.0% | NEW | 72.9 |
| 357 |  $RF | REGIONS FINANCIAL CORP | $553,993 | 0.0% | +25% | 61.5 |
| 358 |  $VRT | Vertiv Holdings Co | $548,737 | 0.0% | +8% | 81 |
| 359 | — | ISHARES INC - EM MKT SM-CP ETF | $543,141 | 0.0% | -0% | — |
| 360 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $541,639 | 0.0% | +39% | — |
| 361 | — | NEOS ETF TRUST - NEOS ENH INC 1-3 | $540,986 | 0.0% | NEW | — |
| 362 | — | AIM ETF PRODUCTS TRUST - ALLIA US JAN ETF | $535,338 | 0.0% | -0% | — |
| 363 |  $CI | Cigna Group | $529,488 | 0.0% | +2% | 66.2 |
| 364 |  $SHOP | SHOPIFY INC. | $528,888 | 0.0% | +8% | 64.9 |
| 365 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $528,298 | 0.0% | -1% | — |
| 366 | — | VANGUARD WELLINGTON FD - US QUALITY | $523,738 | 0.0% | -10% | — |
| 367 |  $OKE | ONEOK INC /NEW/ | $523,420 | 0.0% | +162% | 71.7 |
| 368 | — | ISHARES TR - RUS 2000 GRW ETF | $522,437 | 0.0% | NEW | — |
| 369 |  $CB | Chubb Ltd | $517,893 | 0.0% | +5% | — |
| 370 |  $CBOE | Cboe Global Markets, Inc. | $504,293 | 0.0% | +19% | 79.2 |
| 371 |  $APP | AppLovin Corp | $502,349 | 0.0% | NEW | 84.4 |
| 372 |  $SYK | STRYKER CORP | $501,855 | 0.0% | -21% | 72.1 |
| 373 |  $PWR | QUANTA SERVICES, INC. | $494,965 | 0.0% | +36% | 72.1 |
| 374 |  $VLO | VALERO ENERGY CORP/TX | $489,367 | 0.0% | +42% | 57.8 |
| 375 | $IVZ | Invesco Ltd. | $483,960 | 0.0% | +0% | — |
| 376 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $482,359 | 0.0% | +4% | — |
| 377 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $480,730 | 0.0% | +0% | — |
| 378 |  $ED | CONSOLIDATED EDISON INC | $474,578 | 0.0% | +35% | 67.3 |
| 379 | $IVZ | Invesco Ltd. | $470,311 | 0.0% | -12% | — |
| 380 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $468,485 | 0.0% | -33% | — |
| 381 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $468,257 | 0.0% | +12% | — |
| 382 |  $FTNT | Fortinet, Inc. | $464,077 | 0.0% | +14% | 80.1 |
| 383 | — | VANECK ETF TRUST - URANI NUCLE ETF | $461,588 | 0.0% | -86% | — |
| 384 |  $NVS | NOVARTIS AG | $459,033 | 0.0% | +45% | — |
| 385 |  $UL | UNILEVER PLC | $458,415 | 0.0% | +1% | — |
| 386 |  $BTU | PEABODY ENERGY CORP | $455,071 | 0.0% | +0% | 36 |
| 387 | — | ISHARES TR - IBONDS DEC 26 | $451,660 | 0.0% | NEW | — |
| 388 | — | ISHARES TR - US INFRASTRUC | $448,214 | 0.0% | +1% | — |
| 389 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $443,856 | 0.0% | -5% | — |
| 390 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | $438,954 | 0.0% | NEW | — |
| 391 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | $437,686 | 0.0% | +4% | — |
| 392 | — | FIRST TR EXCHANGE-TRADED FD - INDLS PROD DUR | $434,596 | 0.0% | -15% | — |
| 393 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $434,142 | 0.0% | -33% | 75.4 |
| 394 |  $ORLY | O REILLY AUTOMOTIVE INC | $429,557 | 0.0% | +14% | 67.4 |
| 395 |  $LOW | LOWES COMPANIES INC | $422,831 | 0.0% | +28% | 60.8 |
| 396 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | $419,352 | 0.0% | +0% | — |
| 397 |  $TJX | TJX COMPANIES INC /DE/ | $416,298 | 0.0% | +48% | 68.7 |
| 398 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | $413,426 | 0.0% | NEW | — |
| 399 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $413,379 | 0.0% | +14% | — |
| 400 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $413,120 | 0.0% | -3% | — |
| 401 | — | THRIVE SERIES TRUST - PROSPERA INCOME | $412,068 | 0.0% | +106% | — |
| 402 | — | INVESCO EXCHANGE TRADED FD T - S&P500 EQL FIN | $410,877 | 0.0% | -10% | — |
| 403 |  $DIS | Walt Disney Co | $404,436 | 0.0% | +38% | 60.1 |
| 404 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $404,262 | 0.0% | +0% | — |
| 405 |  $ANET | Arista Networks, Inc. | $402,419 | 0.0% | NEW | 81.9 |
| 406 |  $THC | TENET HEALTHCARE CORP | $399,416 | 0.0% | +1% | 66.2 |
| 407 | — | ISHARES TR - CORE MSCI TOTAL | $397,542 | 0.0% | -1% | — |
| 408 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $391,594 | 0.0% | +24% | — |
| 409 |  $MDLZ | Mondelez International, Inc. | $385,851 | 0.0% | -3% | 56.4 |
| 410 | — | INNOVATOR ETFS TRUST - US EQT PWR BUF | $381,741 | 0.0% | +0% | — |
| 411 |  $VZ | VERIZON COMMUNICATIONS INC | $381,142 | 0.0% | -7% | 65.8 |
| 412 |  $ITW | ILLINOIS TOOL WORKS INC | $377,306 | 0.0% | -32% | 63.6 |
| 413 | — | AMERICAN CENTY ETF TR - AVANTIS ALL INT | $369,969 | 0.0% | NEW | — |
| 414 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $369,925 | 0.0% | +7% | — |
| 415 | — | INNOVATOR ETFS TRUST - EQUITY DUAL DIRT | $369,508 | 0.0% | -35% | — |
| 416 | — | ISHARES TR - S&P MC 400VL ETF | $369,470 | 0.0% | +6% | — |
| 417 | — | VANGUARD WORLD FD - CONSUM DIS ETF | $365,674 | 0.0% | NEW | — |
| 418 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $365,426 | 0.0% | +1% | — |
| 419 |  $MS | MORGAN STANLEY | $363,384 | 0.0% | +41% | 75.8 |
| 420 | — | PIMCO ETF TR - INTER MUN BD ACT | $360,963 | 0.0% | +14% | — |
| 421 |  $GIS | GENERAL MILLS INC | $360,354 | 0.0% | NEW | 50.7 |
| 422 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $359,782 | 0.0% | NEW | — |
| 423 |  $WM | WASTE MANAGEMENT INC | $359,299 | 0.0% | +22% | 67.6 |
| 424 |  $ARCC | ARES CAPITAL CORP | $356,975 | 0.0% | NEW | — |
| 425 | — | CAPITAL GROUP INTERNATIONAL - SHS | $356,892 | 0.0% | -97% | — |
| 426 |  $PSX | Phillips 66 | $354,825 | 0.0% | NEW | 57.8 |
| 427 | — | ISHARES TR - S&P 100 ETF | $349,040 | 0.0% | +11% | — |
| 428 |  $ACGL | ARCH CAPITAL GROUP LTD. | $348,542 | 0.0% | NEW | — |
| 429 | — | AMERICAN CENTY ETF TR - AVANTIS ALL INT | $347,824 | 0.0% | NEW | — |
| 430 |  $XEL | XCEL ENERGY INC | $347,779 | 0.0% | NEW | 56.4 |
| 431 |  $ASX | ASE Technology Holding Co., Ltd. | $345,484 | 0.0% | NEW | — |
| 432 | — | ISHARES TR - S&P MC 400GR ETF | $344,469 | 0.0% | +5% | — |
| 433 | $WT | WisdomTree, Inc. | $339,977 | 0.0% | +1% | 59.9 |
| 434 |  $SNA | Snap-on Inc | $336,004 | 0.0% | -1% | 63 |
| 435 |  $HWM | Howmet Aerospace Inc. | $335,537 | 0.0% | +6% | 73.9 |
| 436 |  $GPC | GENUINE PARTS CO | $335,235 | 0.0% | +10% | 52.7 |
| 437 |  $CSX | CSX CORP | $334,213 | 0.0% | +31% | 65.2 |
| 438 |  $ENB | ENBRIDGE INC | $333,714 | 0.0% | +24% | 66.7 |
| 439 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $333,448 | 0.0% | +33% | — |
| 440 | — | FLEXSHARES TR - QLT DIV DEF IDX | $330,134 | 0.0% | NEW | — |
| 441 |  $SBUX | STARBUCKS CORP | $329,900 | 0.0% | NEW | 58.2 |
| 442 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | $327,827 | 0.0% | NEW | — |
| 443 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $325,493 | 0.0% | NEW | 71 |
| 444 | — | FIDELITY COVINGTON TRUST - MSCI INDL INDX | $324,555 | 0.0% | +0% | — |
| 445 |  $ADBE | ADOBE INC. | $322,291 | 0.0% | -4% | 77.6 |
| 446 |  $GMED | GLOBUS MEDICAL INC | $321,156 | 0.0% | +53% | 79.5 |
| 447 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $319,287 | 0.0% | +5% | — |
| 448 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | $317,449 | 0.0% | +40% | — |
| 449 |  $QCOM | QUALCOMM INC/DE | $317,196 | 0.0% | NEW | 70.5 |
| 450 | — | ISHARES TR - IBONDS DEC 2031 | $315,065 | 0.0% | -3% | — |
| 451 |  $URI | UNITED RENTALS, INC. | $314,943 | 0.0% | NEW | 63.9 |
| 452 | — | VANGUARD WORLD FD - FINANCIALS ETF | $314,864 | 0.0% | NEW | — |
| 453 |  $CME | CME GROUP INC. | $314,479 | 0.0% | NEW | 69.5 |
| 454 |  $ISRG | INTUITIVE SURGICAL INC | $313,770 | 0.0% | +9% | 79.9 |
| 455 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | $312,208 | 0.0% | NEW | — |
| 456 |  $D | DOMINION ENERGY, INC | $310,364 | 0.0% | -49% | 69.9 |
| 457 |  $COF | CAPITAL ONE FINANCIAL CORP | $309,456 | 0.0% | NEW | 62.4 |
| 458 |  $APH | AMPHENOL CORP /DE/ | $309,265 | 0.0% | NEW | 79.3 |
| 459 |  $WDAY | Workday, Inc. | $309,233 | 0.0% | +1% | 75.5 |
| 460 | — | INVESCO EXCHANGE TRADED FD T - RAFI US 1500 | $308,936 | 0.0% | +13% | — |
| 461 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $307,835 | 0.0% | -68% | 65.1 |
| 462 |  $TFIN | Triumph Financial, Inc. | $307,529 | 0.0% | NEW | 48 |
| 463 | — | INNOVATOR ETFS TRUST - US EQTY PWR BF | $305,842 | 0.0% | +0% | — |
| 464 |  $CQP | Cheniere Energy Partners, L.P. | $304,750 | 0.0% | NEW | 74.2 |
| 465 |  $XYL | Xylem Inc. | $303,306 | 0.0% | +9% | 65.8 |
| 466 |  $CARR | CARRIER GLOBAL Corp | $302,958 | 0.0% | NEW | 56.6 |
| 467 |  $ABT | ABBOTT LABORATORIES | $302,436 | 0.0% | +12% | 65.5 |
| 468 |  $STT | STATE STREET CORP | $300,226 | 0.0% | -4% | 71.5 |
| 469 | $IVZ | Invesco Ltd. | $299,968 | 0.0% | +0% | — |
| 470 |  $BMY | BRISTOL MYERS SQUIBB CO | $298,460 | 0.0% | +13% | 70.4 |
| 471 |  $SHEL | Shell plc | $297,820 | 0.0% | +32% | — |
| 472 |  $MSI | Motorola Solutions, Inc. | $297,439 | 0.0% | NEW | 71.8 |
| 473 |  $BA | BOEING CO | $293,672 | 0.0% | -18% | 61.6 |
| 474 |  $MLM | MARTIN MARIETTA MATERIALS INC | $284,664 | 0.0% | +10% | 62.9 |
| 475 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $283,162 | 0.0% | -4% | — |
| 476 |  $GD | GENERAL DYNAMICS CORP | $283,038 | 0.0% | +11% | 68.7 |
| 477 |  $HAL | HALLIBURTON CO | $282,363 | 0.0% | NEW | 53.2 |
| 478 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $282,052 | 0.0% | NEW | — |
| 479 |  $LWLG | Lightwave Logic, Inc. | $278,739 | 0.0% | +6% | — |
| 480 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $277,315 | 0.0% | NEW | — |
| 481 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | $277,247 | 0.0% | +0% | — |
| 482 |  $JCI | Johnson Controls International plc | $276,002 | 0.0% | +20% | — |
| 483 | $DOV | DOVER Corp | $269,585 | 0.0% | -60% | 58.1 |
| 484 | — | ISHARES TR - CORE 80 20 ETF | $269,525 | 0.0% | -7% | — |
| 485 |  $WRB | BERKLEY W R CORP | $269,284 | 0.0% | +1% | 68.6 |
| 486 |  $EXC | EXELON CORP | $262,797 | 0.0% | +5% | 59.6 |
| 487 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS HI | $260,940 | 0.0% | NEW | — |
| 488 |  $WBD | Warner Bros. Discovery, Inc. | $259,482 | 0.0% | +17% | 41.4 |
| 489 | — | ETF SER SOLUTIONS - DEFIANCE SPACE A | $256,801 | 0.0% | NEW | — |
| 490 |  $ROL | ROLLINS INC | $254,343 | 0.0% | +1% | 65 |
| 491 | — | FIDELITY COVINGTON TRUST - MSCI FINLS IDX | $253,207 | 0.0% | +0% | — |
| 492 | — | SPDR SERIES TRUST - ST STR SP BIOT | $252,652 | 0.0% | NEW | — |
| 493 |  $DAVA | Endava plc | $251,799 | 0.0% | -10% | — |
| 494 |  $STX | Seagate Technology Holdings plc | $249,894 | 0.0% | NEW | — |
| 495 | — | ISHARES TR - TIPS BD ETF | $249,421 | 0.0% | NEW | — |
| 496 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $248,111 | 0.0% | +21% | 66.2 |
| 497 | — | INNOVATOR ETFS TRUST - EQUITY DEF PROTN | $247,886 | 0.0% | +0% | — |
| 498 |  $BPRE | Bluerock Private Real Estate Fund | $247,307 | 0.0% | -5% | — |
| 499 | — | J P MORGAN EXCHANGE TRADED F - ACTIVEBLDRS EMER | $247,088 | 0.0% | +0% | — |
| 500 | — | VANGUARD WORLD FD - MATERIALS ETF | $246,407 | 0.0% | NEW | — |
| 501 |  $FN | Fabrinet | $245,067 | 0.0% | NEW | 62.8 |
| 502 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $243,795 | 0.0% | +0% | — |
| 503 |  $SNDK | Sandisk Corp | $241,015 | 0.0% | NEW | 87.7 |
| 504 |  $NKE | NIKE, Inc. | $240,376 | 0.0% | +9% | 49.3 |
| 505 |  $CIEN | CIENA CORP | $240,374 | 0.0% | NEW | 72.9 |
| 506 |  $NET | Cloudflare, Inc. | $238,903 | 0.0% | NEW | 56.4 |
| 507 |  $EFX | EQUIFAX INC | $238,874 | 0.0% | +0% | 64.8 |
| 508 | — | ISHARES TR - 1 3 YR TREAS BD | $238,699 | 0.0% | -2% | — |
| 509 | — | PACER FDS TR - US CASH COWS 100 | $238,055 | 0.0% | -7% | — |
| 510 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $237,500 | 0.0% | +14% | 62.6 |
| 511 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | $233,859 | 0.0% | NEW | — |
| 512 |  $FCX | FREEPORT-MCMORAN INC | $233,440 | 0.0% | +9% | 62 |
| 513 | — | ISHARES TR - US REAL ES ETF | $231,947 | 0.0% | -4% | — |
| 514 |  $TER | TERADYNE, INC | $229,824 | 0.0% | NEW | 77.3 |
| 515 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | $229,777 | 0.0% | +0% | — |
| 516 |  $VRRM | VERRA MOBILITY Corp | $229,470 | 0.0% | NEW | 59.3 |
| 517 | $WT | WisdomTree, Inc. | $228,147 | 0.0% | -47% | 59.9 |
| 518 | — | DIMENSIONAL ETF TRUST - INTERNATIONAL | $228,145 | 0.0% | NEW | — |
| 519 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS VA | $226,562 | 0.0% | NEW | — |
| 520 |  $ADI | ANALOG DEVICES INC | $224,414 | 0.0% | NEW | 79.2 |
| 521 | — | ISHARES TR - MBS ETF | $221,555 | 0.0% | +2% | — |
| 522 | — | ISHARES TR - CORE S&P US GWT | $221,305 | 0.0% | NEW | — |
| 523 |  $CMI | CUMMINS INC | $221,095 | 0.0% | NEW | 58.1 |
| 524 |  $VST | Vistra Corp. | $221,029 | 0.0% | -41% | 71.9 |
| 525 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $220,776 | 0.0% | +0% | — |
| 526 |  $BNY | Bank of New York Mellon Corp | $217,783 | 0.0% | NEW | 74.1 |
| 527 |  $AZO | AUTOZONE INC | $217,324 | 0.0% | +8% | 66.2 |
| 528 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $217,078 | 0.0% | -5% | — |
| 529 |  $TTE | TotalEnergies SE | $216,562 | 0.0% | +6% | 50.6 |
| 530 |  $CCZ | COMCAST CORP | $215,789 | 0.0% | +0% | 59.5 |
| 531 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $215,603 | 0.0% | NEW | — |
| 532 |  $POWL | POWELL INDUSTRIES INC | $215,343 | 0.0% | NEW | 69.8 |
| 533 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $215,266 | 0.0% | -6% | — |
| 534 | — | FIDELITY COVINGTON TRUST - MSCI HLTH CARE I | $214,483 | 0.0% | NEW | — |
| 535 |  $CNP | CENTERPOINT ENERGY INC | $213,814 | 0.0% | +1% | 53.2 |
| 536 |  $AZN | ASTRAZENECA PLC | $209,807 | 0.0% | NEW | — |
| 537 |  $COR | Cencora, Inc. | $208,556 | 0.0% | NEW | 61.1 |
| 538 | — | TIMOTHY PLAN - HIG DV STK ETF | $207,945 | 0.0% | +1% | — |
| 539 |  $EW | Edwards Lifesciences Corp | $207,877 | 0.0% | -33% | 69.4 |
| 540 |  $USB | US BANCORP \DE\ | $206,749 | 0.0% | NEW | 65.3 |
| 541 | — | ISHARES TR - EXPANDED TECH | $205,572 | 0.0% | NEW | — |
| 542 |  $IRM | IRON MOUNTAIN INC | $205,439 | 0.0% | NEW | 62.9 |
| 543 |  $EFC | Ellington Financial Inc. | $204,150 | 0.0% | NEW | 49.5 |
| 544 |  $F | FORD MOTOR CO | $174,140 | 0.0% | NEW | 54.9 |
| 545 |  $SAN | Banco Santander, S.A. | $174,004 | 0.0% | NEW | — |
| 546 |  $CRF | CORNERSTONE TOTAL RETURN FUND INC | $170,252 | 0.0% | NEW | — |
| 547 |  $CLM | Cornerstone Strategic Investment Fund, Inc. | $157,987 | 0.0% | NEW | — |
| 548 |  $OBDC | Blue Owl Capital Corp | $151,386 | 0.0% | +34% | — |
| 549 |  $GPK | GRAPHIC PACKAGING HOLDING CO | $110,023 | 0.0% | +4% | 49 |
| 550 |  $TGB | Trekor Metals Ltd | $107,624 | 0.0% | +0% | — |
| 551 |  $MFG | MIZUHO FINANCIAL GROUP INC | $96,183 | 0.0% | NEW | — |
| 552 |  $BBDC | Barings BDC, Inc. | $95,902 | 0.0% | NEW | — |
| 553 |  $AI | C3.ai, Inc. | $94,172 | 0.0% | NEW | 14 |
| 554 |  $SRG | Seritage Growth Properties | $87,558 | 0.0% | NEW | 12.5 |
| 555 |  $ONDS | Ondas Inc. | $84,542 | 0.0% | NEW | 56.4 |
| 556 |  $FSCO | FS Credit Opportunities Corp. | $58,891 | 0.0% | +0% | — |
| 557 |  $LPL | LG Display Co., Ltd. | $56,825 | 0.0% | NEW | — |
| 558 |  $WIT | WIPRO LTD | $35,305 | 0.0% | NEW | — |
| 559 |  $CGEN | COMPUGEN LTD | $32,100 | 0.0% | +0% | — |
| 560 |  $XOS | Xos, Inc. | $303 | 0.0% | -2% | 17.9 |
New Positions (124)
VANGUARD MUN BD FDS - TAX EXEMPT BD$35.6M
VANGUARD BD INDEX FDS - TOTAL BND MRKT$35.2M
SCHWAB STRATEGIC TR - FUNDAMENTAL INTL$24.2M
VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF$13.3M
SCHWAB STRATEGIC TR - EMRG MKTEQ ETF$11.7M
VANGUARD SCOTTSDALE FDS - LONG TERM TREAS$8.1M
SCHWAB STRATEGIC TR - SHT TM US TRES$6.2M
SPDR INDEX SHS FDS - ST STR NAT ETF$4.9M
SELECT SECTOR SPDR TR - ST STR UTIL ETF$4.0M
TCW ETF TRUST - TRANS SYSTE ETF$3.8M
GLOBAL X FDS - US INFR DEV ETF$3.8M
SCHWAB STRATEGIC TR - US AGGREGATE B$3.5M
SCHWAB STRATEGIC TR - US TIPS ETF$3.2M
SCHWAB STRATEGIC TR - FUND EM EQUI ETF$2.6M
INNOVATOR ETFS TRUST - DEFINED WLT SHLD$2.5M
Exited Positions (18)
ISHARES TR
BLACKROCK ETF TRUST II
BLACKROCK ETF TRUST II
$ETHA iShares Ethereum Trust ETF
$BABA Alibaba Group Holding Ltd
$MDT Medtronic plc
$COIN Coinbase Global, Inc. FIRST TR EXCHANGE-TRADED FD
ISHARES TR
$BSX BOSTON SCIENTIFIC CORP
$BKH BLACK HILLS CORP /SD/ SELECT SECTOR SPDR TR
$FBTC Fidelity Wise Origin Bitcoin Fund
$FSSL FS Specialty Lending Fund FIRST TR EXCHANGE-TRADED FD
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for BIP Wealth, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track BIP Wealth, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for BIP Wealth, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: BIP Wealth, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For BIP Wealth, LLC (SEC CIK: 1590214), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in BIP Wealth, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.