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BIP Wealth

Latest statistics and disclosures from BIP Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, USFR, VOO, VTI, VTV, and represent 34.86% of BIP Wealth's stock portfolio.
Added to shares of these 10 stocks: VOO (+$61M), SCHG (+$57M), VTV (+$31M), CGDV (+$27M), CGUS (+$26M), MAXJ (+$25M), CGGO (+$24M), DMAX (+$22M), QUS (+$19M), VXUS (+$17M).
Started 158 new stock positions in BA, BABA, ED, VRTX, DOV, QUS, D, RSPF, CGEN, ARKB.
Reduced shares in these 10 stocks: USFR (-$717M), STRL, IWM, Unilever, VGT, SPYV, EFA, DGS, SLYV, KBDC.
Sold out of its positions in APP, CARR, ICE, KBDC, LWLG, MFG, MPWR, NVO, OXY, PK. XLF, Unilever.
BIP Wealth was a net buyer of stock by $59M.
BIP Wealth has $2.8B in assets under management (AUM), dropping by 3.09%.
Central Index Key (CIK): 0001590214

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Portfolio Holdings for BIP Wealth

BIP Wealth holds 456 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	12.5	$354M		519k	681.92	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	9.4	$267M	-72%	5.3M	50.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.6	$158M	+62%	252k	627.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.1	$115M	+5%	344k	335.27	View chart
Vanguard Index Fds Value Etf (VTV)	3.3	$94M	+48%	490k	190.99	View chart
Ishares Tr TRS FLT RT BD (TFLO)	2.7	$76M		1.5M	50.46	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.2	$62M		643k	96.03	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.0	$58M	+5268%	1.8M	32.62	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	2.0	$57M	+26%	404k	141.06	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.7	$47M	+3%	641k	73.56	View chart
Spdr Series Trust State Street Spd (SPSB)	1.5	$44M	+12%	1.5M	30.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$32M		515k	62.47	View chart
Vanguard Muni Bnd Tax Exempt Etf Uie (VTEB)	1.1	$32M	+12%	636k	50.29	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.1	$30M	+32%	361k	83.75	View chart
Vanguard Total Bond Market Etf Uie (BND)	1.0	$29M	+19%	394k	74.07	View chart
Apple (AAPL)	1.0	$29M	+39%	107k	271.86	View chart
Spdr Series Trust State Street Spd (SPYV)	1.0	$28M	-2%	487k	56.81	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.0	$28M	+12360%	629k	43.64	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$27M	+3%	501k	53.76	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.9	$27M	+12313%	660k	40.23	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	0.9	$26M	+5125%	917k	28.19	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.8	$24M		115k	209.12	View chart
Spdr Series Trust State Street Spd (SPYG)	0.8	$24M	+24%	224k	106.70	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.8	$24M	NEW	683k	34.65	View chart
Ssga Active Etf Tr State Street Ult (ULST)	0.8	$23M	+2%	567k	40.51	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$23M	-3%	93k	246.16	View chart
Spdr Series Trust State Street Spd (SPTM)	0.8	$22M		271k	82.50	View chart
Ishares Tr Large Cap Max Bu (DMAX)	0.8	$22M	NEW	836k	26.67	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.8	$22M		271k	81.01	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$22M	+9%	44k	487.86	View chart
Wisdomtree Tr True Developed I (DOL)	0.7	$21M		311k	65.85	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$20M	+189%	91k	219.78	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.7	$19M	+4%	178k	106.70	View chart
Spdr Series Trust State Street Spd (QUS)	0.7	$19M	NEW	109k	174.19	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.6	$18M	+3027%	237k	75.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$18M	+41%	26k	684.94	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.6	$17M		308k	54.71	View chart
Microsoft Corporation (MSFT)	0.6	$17M	+69%	35k	483.62	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.6	$17M	+41%	118k	141.49	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.6	$17M	+2643%	117k	142.13	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.6	$16M	+335%	491k	33.02	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.6	$16M	NEW	133k	118.62	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.5	$15M	+4%	147k	102.39	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.5	$14M	NEW	509k	26.52	View chart
NVIDIA Corporation (NVDA)	0.5	$14M	+19%	72k	186.50	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.5	$13M	+2%	286k	46.59	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$13M	NEW	471k	26.68	View chart
Vanguard Total International Bnd Etf Uie (BNDX)	0.4	$12M	+17%	254k	48.32	View chart
Vanguard Information Technology Etf Uie (VGT)	0.4	$12M	-5%	16k	753.79	View chart
Ishares Tr Global Reit Etf (REET)	0.4	$12M	+3%	484k	24.95	View chart
Sterling Construction Company (STRL)	0.4	$12M	-20%	39k	306.23	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.4	$12M	NEW	236k	50.58	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.4	$12M	NEW	344k	33.51	View chart
Spdr Series Trust State Street Spd (SLYV)	0.4	$12M	-4%	126k	90.97	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$11M		159k	71.41	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$11M		35k	314.80	View chart
Amazon (AMZN)	0.4	$11M	+72%	47k	230.82	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.4	$11M	NEW	462k	22.88	View chart
Wisdomtree Tr Global Ex Us Qua (DNL)	0.4	$11M	+4%	254k	41.22	View chart
Spdr Series Trust State Street Spd (SPYM)	0.4	$11M	+3%	130k	80.22	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$11M	+4%	209k	50.01	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.4	$10M	-5%	174k	57.24	View chart
Capital Group International SHS (CGIC)	0.3	$9.8M	NEW	301k	32.50	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$9.6M	+25%	90k	107.11	View chart
Spdr Series Trust State Street Spd (SLYG)	0.3	$9.0M	+2%	96k	94.19	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.3	$8.9M	+11%	104k	85.91	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$8.6M	NEW	119k	72.68	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.3	$8.5M	NEW	370k	23.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$8.5M	+73%	17k	502.65	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$8.0M	+243%	54k	148.69	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$7.8M	-4%	176k	44.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$7.7M	+7%	30k	257.95	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.3	$7.6M	-2%	227k	33.45	View chart
Home Depot (HD)	0.3	$7.4M	+5%	21k	344.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$7.1M	+84%	23k	313.00	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.2	$7.0M	NEW	314k	22.47	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$6.5M	-3%	46k	143.52	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$6.3M	+5%	30k	211.79	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.2	$6.3M	-3%	96k	65.66	View chart
AFLAC Incorporated (AFL)	0.2	$6.1M	+348%	56k	110.27	View chart
Meta Platforms Cl A (META)	0.2	$5.4M	+114%	8.1k	660.07	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.2	$5.3M	NEW	238k	22.36	View chart
Coca-Cola Company (KO)	0.2	$5.2M	+81%	74k	69.91	View chart
Spdr Series Trust State Street Spd (SPYD)	0.2	$5.0M	-4%	115k	43.25	View chart
JPMorgan Chase & Co. (JPM)	0.2	$5.0M	+111%	15k	322.23	View chart
Verra Mobility Corp verra mobility corp (VRRM)	0.2	$4.9M		220k	22.41	View chart
Vanguard Short-term Bondetf Uie (BSV)	0.2	$4.9M	+20%	62k	78.81	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.2	$4.7M		116k	40.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$4.7M	+58%	15k	313.80	View chart
Exxon Mobil Corporation (XOM)	0.2	$4.6M	+78%	38k	120.34	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$4.6M	+19%	76k	59.93	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.2	$4.5M	+17%	61k	73.63	View chart
Ishares Tr Large Cap Max Bu (SMAX)	0.2	$4.4M	NEW	165k	26.96	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.2	$4.4M	+26%	130k	34.21	View chart
Broadcom (AVGO)	0.2	$4.4M	+31%	13k	346.10	View chart
Wal-Mart Stores (WMT)	0.2	$4.4M	+86%	40k	111.41	View chart
Tesla Motors (TSLA)	0.2	$4.3M	+4%	9.6k	449.70	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.1	$4.1M	NEW	140k	29.04	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$4.0M	NEW	185k	21.95	View chart
Eli Lilly & Co. (LLY)	0.1	$3.9M	+161%	3.7k	1074.67	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$3.9M	-2%	50k	79.73	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$3.8M	+37%	101k	38.00	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$3.7M	NEW	101k	36.16	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.1	$3.5M	NEW	31k	114.66	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$3.5M	NEW	48k	72.62	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.1	$3.4M	NEW	31k	109.66	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$3.3M	NEW	31k	108.64	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$3.3M	+54%	101k	32.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$3.3M	+67%	5.3k	614.35	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$3.3M	NEW	21k	153.02	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$3.3M	-4%	70k	46.81	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$3.2M	+108%	98k	32.89	View chart
Amgen (AMGN)	0.1	$3.2M	+808%	9.9k	327.33	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.1	$3.1M	NEW	45k	69.31	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$3.1M	NEW	44k	71.45	View chart
Johnson & Johnson (JNJ)	0.1	$3.1M	+35%	15k	206.96	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$3.1M	NEW	25k	124.20	View chart
Southstate Bk Corp (SSB)	0.1	$2.9M		31k	94.11	View chart
Costco Wholesale Corporation (COST)	0.1	$2.9M	+92%	3.3k	862.35	View chart
Procter & Gamble Company (PG)	0.1	$2.9M	+124%	20k	143.31	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.1	$2.8M	NEW	92k	30.84	View chart
Chevron Corporation (CVX)	0.1	$2.8M	+114%	18k	152.41	View chart
Ishares Tr Large Cap Max Bu (MMAX)	0.1	$2.7M	NEW	104k	26.23	View chart
Visa Com Cl A (V)	0.1	$2.7M	+70%	7.7k	350.72	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$2.7M	+21%	22k	123.26	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$2.7M	+5%	34k	77.53	View chart
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)	0.1	$2.6M	NEW	68k	39.12	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.6M	+88%	15k	177.75	View chart
Southern Company (SO)	0.1	$2.5M	+49%	29k	87.20	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$2.5M	+301%	34k	73.98	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$2.5M	+21%	73k	34.46	View chart
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)	0.1	$2.5M	NEW	71k	34.73	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.5M	+87%	14k	183.39	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.1	$2.5M	NEW	46k	53.70	View chart
Oracle Corporation (ORCL)	0.1	$2.5M	+47%	13k	194.92	View chart
Smurfit Westrock Plc F Fgo (SW)	0.1	$2.4M	NEW	62k	38.67	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$2.4M	+4%	99k	24.04	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$2.4M		46k	51.60	View chart
Ge Aerospace Com New (GE)	0.1	$2.3M	+64%	7.6k	308.04	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$2.3M		34k	67.13	View chart
Aim Etf Products Trust Allianzim Us Eq (SIXJ)	0.1	$2.2M	NEW	65k	34.28	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.2M	+91%	4.7k	473.34	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$2.2M	+8%	96k	23.03	View chart
Global Payments (GPN)	0.1	$2.2M	-6%	28k	77.40	View chart
McKesson Corporation (MCK)	0.1	$2.0M	-8%	2.4k	820.15	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$2.0M	NEW	30k	65.51	View chart
Wisdomtree Tr Interntnl Ai Enh (AIVI)	0.1	$2.0M	-8%	38k	51.98	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.9M		22k	89.46	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.1	$1.9M	NEW	24k	78.86	View chart
Bank of America Corporation (BAC)	0.1	$1.9M	+45%	34k	55.00	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.9M	NEW	33k	57.24	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$1.8M	NEW	19k	92.51	View chart
Netflix (NFLX)	0.1	$1.8M	+1878%	19k	93.76	View chart
Palo Alto Networks (PANW)	0.1	$1.8M	+184%	9.6k	184.19	View chart
Advanced Micro Devices (AMD)	0.1	$1.7M	+138%	8.1k	214.15	View chart
United Parcel Service CL B (UPS)	0.1	$1.7M	+467%	17k	99.19	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.7M		4.4k	386.82	View chart
salesforce (CRM)	0.1	$1.7M	+140%	6.4k	264.93	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.7M	+30%	7.8k	212.06	View chart
Goldman Sachs (GS)	0.1	$1.7M	+250%	1.9k	879.16	View chart
Antero Res (AR)	0.1	$1.6M		47k	34.46	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.6M	NEW	58k	27.43	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$1.5M	NEW	6.1k	251.15	View chart
Eaton Corp SHS (ETN)	0.1	$1.5M	NEW	4.8k	318.51	View chart
Abbvie (ABBV)	0.1	$1.5M	+55%	6.4k	228.50	View chart
Cisco Systems (CSCO)	0.1	$1.5M	+92%	19k	77.03	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$1.5M	+12%	24k	59.54	View chart
Linde SHS (LIN)	0.1	$1.5M	NEW	3.4k	426.38	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$1.5M	+38%	4.8k	303.87	View chart
Honeywell International (HON)	0.1	$1.4M	+450%	7.4k	195.08	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.4M	NEW	24k	58.73	View chart
Ge Vernova (GEV)	0.1	$1.4M	+105%	2.2k	653.58	View chart
Marriott Intl Cl A (MAR)	0.1	$1.4M	+66%	4.6k	310.24	View chart
Blackrock (BLK)	0.1	$1.4M	+216%	1.3k	1070.41	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$1.4M	+357%	20k	69.40	View chart
Truist Financial Corp equities (TFC)	0.0	$1.4M	+28%	29k	49.21	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.0	$1.4M	NEW	24k	57.92	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$1.4M	+220%	27k	49.65	View chart
Constellation Energy (CEG)	0.0	$1.3M	+381%	3.8k	353.27	View chart
Dimensional Etf Trust Dimensional Us (DXUV)	0.0	$1.3M	+12%	22k	59.78	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.0	$1.3M	NEW	24k	54.92	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$1.3M	NEW	29k	45.45	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$1.3M	NEW	2.8k	468.70	View chart
Innovator Etfs Trust Equity Defi 2026 (AJAN)	0.0	$1.3M	NEW	47k	27.85	View chart
International Business Machines (IBM)	0.0	$1.3M	+37%	4.3k	296.20	View chart
Charles Schwab Corporation (SCHW)	0.0	$1.3M		13k	99.91	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$1.2M	+314%	27k	46.04	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$1.2M	+103%	8.7k	143.97	View chart
PNC Financial Services (PNC)	0.0	$1.2M	NEW	6.0k	208.73	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$1.2M	+46%	18k	67.22	View chart
Accenture Plc Ireland Fclass Class A Fgo (ACN)	0.0	$1.2M	NEW	4.5k	268.30	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.0	$1.2M	NEW	59k	19.84	View chart
Synovus Finl (SNV)	0.0	$1.2M		23k	50.05	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$1.2M	+8%	9.7k	120.18	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$1.1M	+243%	15k	76.92	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$1.1M	-3%	25k	45.02	View chart
Wells Fargo & Company (WFC)	0.0	$1.1M		12k	93.20	View chart
American Tower Corp New Reit Ret (AMT)	0.0	$1.1M		6.3k	175.57	View chart
Philip Morris International (PM)	0.0	$1.1M	-6%	6.9k	160.40	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$1.1M	NEW	24k	46.08	View chart
Pepsi (PEP)	0.0	$1.1M	+77%	7.7k	143.52	View chart
Kinder Morgan (KMI)	0.0	$1.1M	NEW	39k	27.49	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$1.1M	NEW	1.0k	1069.60	View chart
American Express Company (AXP)	0.0	$1.1M	+117%	2.9k	369.98	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$1.1M	NEW	25k	41.88	View chart
Nextera Energy (NEE)	0.0	$1.1M	+112%	13k	80.28	View chart
Nrg Energy Com New (NRG)	0.0	$1.1M	NEW	6.7k	159.24	View chart
Emerson Electric (EMR)	0.0	$1.1M	+301%	8.0k	132.72	View chart
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM)	0.0	$1.1M	NEW	30k	34.79	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$1.1M	NEW	15k	69.67	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$1.1M	+67%	7.6k	139.17	View chart
Blackrock Etf Trust Ii Ishares Lrg Cap (IVVB)	0.0	$1.0M	NEW	32k	33.07	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$1.0M	NEW	6.6k	156.64	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$1.0M	-2%	18k	57.91	View chart
UnitedHealth (UNH)	0.0	$1.0M	+237%	3.1k	330.11	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$1.0M	+61%	20k	49.90	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$1.0M	+5%	15k	66.00	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$931k	+123%	6.0k	154.13	View chart
Uber Technologies (UBER)	0.0	$929k	+446%	11k	81.71	View chart
Vanguard Shrt Inf Prot Sec Index Etf Uie (VTIP)	0.0	$928k	+18%	19k	49.46	View chart
Aim Etf Products Trust Allianzim Us Equ (OCTW)	0.0	$927k	NEW	24k	39.00	View chart
Thermo Fisher Scientific (TMO)	0.0	$926k	NEW	1.6k	579.39	View chart
Ameris Ban (ABCB)	0.0	$926k	-16%	13k	74.27	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$910k		7.1k	128.83	View chart
Lam Research Corp Com New (LRCX)	0.0	$892k	+191%	5.2k	171.19	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$888k	+7%	23k	38.03	View chart
McDonald's Corporation (MCD)	0.0	$882k	+49%	2.9k	305.60	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$880k	NEW	39k	22.43	View chart
MasterCard Incorporated (MA)	0.0	$872k		1.5k	570.88	View chart
Vanguard Small Cap Growth Etf Uie (VBK)	0.0	$856k	-7%	2.8k	302.13	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.0	$851k	NEW	5.1k	168.28	View chart
At&t (T)	0.0	$841k	+57%	34k	24.84	View chart
Ishares Msci Eafe Growthetf Uie (EFG)	0.0	$833k		7.3k	113.92	View chart
Duke Energy Corp Com New (DUK)	0.0	$812k	+147%	6.9k	117.22	View chart
Stryker Corporation (SYK)	0.0	$800k	+149%	2.3k	351.48	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$799k		8.3k	96.27	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$781k	NEW	7.5k	104.07	View chart
Dimensional Etf Trust Dimensional Intl (DXIV)	0.0	$771k	+10%	12k	65.07	View chart
St Srt Spdr Prtfl Intdt Trm C Etf Iv Uie (SPIB)	0.0	$767k		23k	33.81	View chart
Enterprise Prods Part MLP (EPD)	0.0	$766k		24k	32.06	View chart
Rubrik (RBRK)	0.0	$765k	NEW	10k	76.48	View chart
Nucor Corporation (NUE)	0.0	$754k		4.6k	163.09	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$750k	NEW	16k	46.43	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$740k	+6%	1.9k	396.31	View chart
Cheniere Energy (LNG)	0.0	$735k	+4%	3.8k	194.39	View chart
Jazz Pharmaceuticals Shs Usd (JAZZ)	0.0	$728k		4.3k	170.00	View chart
Vanguard Health Care Etf Uie (VHT)	0.0	$724k		2.5k	287.79	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$719k	+8%	1.9k	373.48	View chart
United Bankshares (UBSI)	0.0	$718k	NEW	19k	38.40	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$704k		8.0k	88.49	View chart
Adobe Systems Incorporated (ADBE)	0.0	$690k	NEW	2.0k	349.99	View chart
Peabody Energy (BTU)	0.0	$690k		23k	29.70	View chart
NeoVo (NEOV)	0.0	$688k		226k	3.04	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.0	$684k	NEW	20k	33.79	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$683k	NEW	21k	32.94	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$680k	NEW	4.2k	160.97	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$676k	+19%	3.2k	210.36	View chart
L3harris Technologies (LHX)	0.0	$671k	+223%	2.3k	293.60	View chart
Endava Plc Funsponsored Adr 1 Adr Reps 1 Ord Adr (DAVA)	0.0	$669k		106k	6.32	View chart
Schwab Us Broad Market Etf Uie (SCHB)	0.0	$667k	+86%	25k	26.23	View chart
Royal Bank Of Canada F FGC (RY)	0.0	$660k	NEW	3.9k	170.49	View chart
Vanguard Mid Cap Etf Uie (VO)	0.0	$659k	-2%	2.3k	290.22	View chart
Boston Scientific Corporation (BSX)	0.0	$650k	NEW	6.8k	95.35	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.0	$639k	+15%	5.5k	115.10	View chart
Cincinnati Financial Corporation (CINF)	0.0	$635k		3.9k	163.32	View chart
Lockheed Martin Corporation (LMT)	0.0	$633k	+124%	1.3k	483.61	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$628k	+126%	1.7k	360.07	View chart
St Srt Spdr Portfolio Tips Et Etf Iv Uie (SPIP)	0.0	$625k	-5%	24k	25.95	View chart
Ishares Russell 2000 Value Etf Uie (IWN)	0.0	$624k		3.4k	181.21	View chart
Coinbase Global Com Cl A (COIN)	0.0	$620k	NEW	2.7k	226.18	View chart
D.R. Horton (DHI)	0.0	$618k		4.3k	144.03	View chart
St Stret Spdr Prtfl S&p 600 S C Etf Uie (SPSM)	0.0	$618k	-2%	13k	46.86	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.0	$597k	NEW	14k	41.42	View chart
Vanguard Wellington Us Quality (VFQY)	0.0	$586k	NEW	3.8k	153.42	View chart
Spdr Dow Jones Industrial Avrg Etf Uie (DIA)	0.0	$586k		1.2k	480.57	View chart
Ishares Select Dividend Etf Uie (DVY)	0.0	$585k	-9%	4.1k	141.14	View chart
Probe Gold Inc F FGC	0.0	$581k	NEW	218k	2.67	View chart
Blackstone Private Credit Fund Class I Cem	0.0	$579k	+101%	23k	24.87	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.0	$576k	NEW	13k	44.97	View chart
Jacobs Engineering Group (J)	0.0	$571k	NEW	4.3k	132.46	View chart
Innovator Etfs Trust Index Autocallab (ACII)	0.0	$561k	NEW	22k	25.62	View chart
Fidelity Msci Infor Techindx Etf Uie (FTEC)	0.0	$560k	-13%	2.5k	224.69	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	0.0	$557k	NEW	27k	20.55	View chart
Workday Cl A (WDAY)	0.0	$555k		2.6k	214.78	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$551k	NEW	1.2k	453.36	View chart
Verizon Communications (VZ)	0.0	$548k	+189%	14k	40.73	View chart
Merck & Co (MRK)	0.0	$542k	+12%	5.1k	105.26	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.0	$539k	NEW	2.6k	206.52	View chart
Dover Corporation (DOV)	0.0	$538k	NEW	2.8k	195.26	View chart
Medtronic SHS (MDT)	0.0	$535k	NEW	5.6k	96.05	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$531k	NEW	3.6k	146.60	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.0	$530k	NEW	14k	38.17	View chart
Aim Etf Products Trust Allianzim Us Equ (JANW)	0.0	$527k	NEW	14k	37.01	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.0	$526k		6.9k	76.71	View chart
Citigroup (C)	0.0	$526k		4.5k	116.70	View chart
FedEx Corporation (FDX)	0.0	$520k	NEW	1.8k	288.86	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.0	$513k	NEW	5.5k	92.80	View chart
Norfolk Southern (NSC)	0.0	$509k		1.8k	288.72	View chart
Chubb (CB)	0.0	$508k	+93%	1.6k	312.18	View chart
American Electric Power Company (AEP)	0.0	$508k	NEW	4.4k	115.31	View chart
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (UL)	0.0	$507k	NEW	7.7k	65.40	View chart
Regions Financial Corporation (RF)	0.0	$502k	+17%	19k	27.10	View chart
Caterpillar (CAT)	0.0	$500k		872.00	572.90	View chart
Hims & Hers Heal (HIMS)	0.0	$499k		15k	32.47	View chart
Micron Technology (MU)	0.0	$497k	-17%	1.7k	285.48	View chart
Dominion Resources (D)	0.0	$492k	NEW	8.4k	58.59	View chart
Schwab Emerging Markets Equity Etf Uie (SCHE)	0.0	$489k	-9%	15k	32.75	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$480k	-12%	29k	16.49	View chart
Invsc Intl Dvdnd Achvrs Etf Uie (PID)	0.0	$480k		22k	22.00	View chart
Parker-Hannifin Corporation (PH)	0.0	$476k	NEW	542.00	878.16	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.0	$469k	NEW	6.0k	78.50	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$465k	NEW	12k	39.12	View chart
Cigna Corp (CI)	0.0	$455k	NEW	1.7k	275.26	View chart
Applied Materials (AMAT)	0.0	$441k	NEW	1.7k	256.99	View chart
Texas Instruments Incorporated (TXN)	0.0	$429k	+69%	2.5k	173.49	View chart
Schwab Fundmntl Us Largecom Etf Uie (FNDX)	0.0	$426k		16k	27.21	View chart
Schwab Us Small Cap Etf Uie (SCHA)	0.0	$425k		15k	28.48	View chart
Tenet Healthcare Corporation (THC)	0.0	$424k	+18%	2.1k	198.72	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$421k		4.1k	102.55	View chart
Carlyle Tactical Private Credit Fund Class I Cem (TAKIX)	0.0	$417k	+2%	50k	8.34	View chart
Rollins (ROL)	0.0	$417k	NEW	6.9k	60.02	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$414k	NEW	6.0k	69.47	View chart
Illinois Tool Works (ITW)	0.0	$410k	NEW	1.7k	246.33	View chart
Schwab Us Large Cap Etf Uie (SCHX)	0.0	$408k	+17%	15k	26.91	View chart
KLA-Tencor Corporation (KLAC)	0.0	$407k		335.00	1215.08	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$404k	NEW	9.2k	43.92	View chart
Edwards Lifesciences (EW)	0.0	$401k	NEW	4.7k	85.25	View chart
Dimensional Us Equity Market Etf Uie (DFUS)	0.0	$395k	+5%	5.3k	74.17	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$387k	NEW	8.9k	43.72	View chart
Ishares Tr U.s. Insrnce Etf (IAK)	0.0	$384k	NEW	2.8k	136.17	View chart
Vistra Energy (VST)	0.0	$384k	NEW	2.4k	161.33	View chart
Abbott Laboratories (ABT)	0.0	$383k		3.1k	125.29	View chart
CBOE Holdings (CBOE)	0.0	$380k	NEW	1.5k	251.01	View chart
Ishares Us Infrastructure Etf Uie (IFRA)	0.0	$371k		7.1k	52.62	View chart
Avantis U S Large Cap Value Etf Uie (AVLV)	0.0	$367k	-7%	4.8k	75.76	View chart
Pfizer (PFE)	0.0	$367k	+79%	15k	24.90	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$366k	NEW	3.3k	111.79	View chart
Intuit (INTU)	0.0	$366k	-4%	552.00	662.42	View chart
Avantis Us Small Cap Value Etf Uie (AVUV)	0.0	$364k		3.6k	101.98	View chart
TJX Companies (TJX)	0.0	$364k	-3%	2.4k	153.61	View chart
Skywater Technology (SKYT)	0.0	$361k	NEW	20k	18.16	View chart
Gilead Sciences (GILD)	0.0	$360k	+28%	2.9k	122.74	View chart
First Tr Exchange-traded Vest Gold Strtgy (BGLD)	0.0	$357k	NEW	21k	17.11	View chart
Lazard Listed Infrastructure Etf Uie (GLIX)	0.0	$353k	NEW	14k	24.90	View chart
Fidelity Wise Origin Bitcoin Fund Uie (FBTC)	0.0	$349k	NEW	4.6k	76.23	View chart
Xylem (XYL)	0.0	$347k		2.5k	136.17	View chart
State Strt Cons Dsry Sltse Sp Etf Iv Uie (XLY)	0.0	$346k	+108%	2.9k	119.41	View chart
Walt Disney Company (DIS)	0.0	$344k	+5%	3.0k	113.77	View chart
S&p Global (SPGI)	0.0	$339k	+50%	649.00	522.59	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$338k		4.0k	84.63	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.0	$338k	NEW	3.0k	113.87	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.0	$334k	NEW	4.2k	79.86	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$328k		1.6k	199.68	View chart
ConocoPhillips (COP)	0.0	$327k	-7%	3.5k	93.61	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$324k	NEW	538.00	602.85	View chart
Wisdomtree Eurp Qly Div Grwt Etf Uie (EUDG)	0.0	$323k		8.6k	37.53	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.0	$320k		4.7k	67.48	View chart
Vanguard Mid Cap Value Etf Uie (VOE)	0.0	$319k		1.8k	177.37	View chart
Black Hills Corporation (BKH)	0.0	$317k	NEW	4.6k	69.42	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.0	$315k	NEW	22k	14.14	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$310k	NEW	5.9k	52.41	View chart
Martin Marietta Materials (MLM)	0.0	$307k		494.00	622.13	View chart
Boeing Company (BA)	0.0	$307k	NEW	1.4k	217.16	View chart
Altria (MO)	0.0	$305k	+5%	5.3k	57.66	View chart
Quanta Services (PWR)	0.0	$305k		721.00	422.30	View chart
Invsc Total Return Bond Etf Uie (GTO)	0.0	$304k		6.4k	47.42	View chart
Novartis Ag Fsponsored Adr 1 Adr Reps 1 Ord Adr (NVS)	0.0	$301k		2.2k	137.87	View chart
Marathon Petroleum Corp (MPC)	0.0	$300k		1.8k	162.63	View chart
Ishares S&p 100 Etf Uie (OEF)	0.0	$296k	-24%	864.00	342.97	View chart
Marvell Technology (MRVL)	0.0	$295k	+2%	3.5k	84.98	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$292k	NEW	6.8k	43.25	View chart
Avantis All Intrnl Mkt Eqt Etf Uie (AVNM)	0.0	$290k	-9%	3.9k	73.52	View chart
Intuitive Surgical Com New (ISRG)	0.0	$288k	NEW	508.00	566.36	View chart
Snap-on Incorporated (SNA)	0.0	$287k		834.00	344.60	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.0	$287k	NEW	7.1k	40.25	View chart
Argan (AGX)	0.0	$287k	NEW	915.00	313.33	View chart
Ares Capital Corporation (ARCC)	0.0	$284k		14k	20.23	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$283k	NEW	16k	18.22	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$277k	+49%	5.1k	53.83	View chart
Bluerock Pvt Real Estate (BPRE)	0.0	$276k	NEW	18k	15.00	View chart
Equifax (EFX)	0.0	$276k	NEW	1.3k	216.98	View chart
Nike (NKE)	0.0	$273k	-7%	4.3k	63.71	View chart
Charles Schwab Us Mc Etf Uie (SCHM)	0.0	$272k		9.1k	30.07	View chart
Waste Management (WM)	0.0	$268k	NEW	1.2k	219.68	View chart
Cheniere Energy Partn MLP (CQP)	0.0	$267k		5.0k	53.48	View chart
Fidelity Msci Industrials Indx Etf Uie (FIDU)	0.0	$267k		3.2k	82.49	View chart
W.R. Berkley Corporation (WRB)	0.0	$267k		3.8k	70.12	View chart
Spdr Msci Acwi Ex-us Etf Uie (CWI)	0.0	$266k		7.4k	35.92	View chart
Draftkings Com Cl A (DKNG)	0.0	$266k	NEW	7.7k	34.46	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.0	$265k	-23%	5.2k	51.26	View chart
Motorola Solutions (MSI)	0.0	$263k	-2%	686.00	383.32	View chart
Fortinet (FTNT)	0.0	$259k	-16%	3.3k	79.41	View chart
Morgan Stanley (MS)	0.0	$258k		1.5k	177.57	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$256k	NEW	4.3k	60.17	View chart
Genuine Parts Company (GPC)	0.0	$255k	+23%	2.1k	122.96	View chart
Invsc S P 500 Equal Weight Etf Uie (RSP)	0.0	$254k		1.3k	191.50	View chart
State Strt Indstl Slct Sctr Spdr Etf Uie (XLI)	0.0	$249k		1.6k	155.13	View chart
Phillips 66 (PSX)	0.0	$249k	-13%	1.9k	129.01	View chart
Lowe's Companies (LOW)	0.0	$248k	-6%	1.0k	241.16	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.0	$247k	NEW	12k	20.52	View chart
Deere & Company (DE)	0.0	$247k	-2%	530.00	465.57	View chart
AmerisourceBergen (COR)	0.0	$246k	-7%	728.00	337.75	View chart
Fidelity Msci Financialsindx Etf Uie (FNCL)	0.0	$244k		3.1k	77.73	View chart
General Dynamics Corporation (GD)	0.0	$243k	NEW	722.00	336.66	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.0	$243k	NEW	8.2k	29.59	View chart
Ishares S&p Mid Cap 400 Grwth Etf Uie (IJK)	0.0	$239k		2.5k	96.88	View chart
Ishares 1-3 Year Treasrybond Etf Uie (SHY)	0.0	$237k		2.9k	82.82	View chart
Booking Holdings (BKNG)	0.0	$236k	-2%	44.00	5355.34	View chart
Howmet Aerospace (HWM)	0.0	$234k	-4%	1.1k	205.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.0	$234k	NEW	5.9k	39.99	View chart
Valero Energy Corporation (VLO)	0.0	$233k	-2%	1.4k	162.79	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$229k		2.2k	103.56	View chart
Ishares Expanded Tech Stw Sctr Etf Uie (IGV)	0.0	$228k	NEW	2.2k	105.69	View chart
Ishares Mbs Etf Uie (MBB)	0.0	$228k	+3%	2.4k	95.22	View chart
Tencent Hldgs Ltd Funsponsored Adr 1 Adr Reps 1 Ord Adr (TCEHY)	0.0	$226k		3.0k	76.55	View chart
Comcast Corporation (CMCSA)	0.0	$226k	+6%	7.5k	29.89	View chart
Globus Med Cl A (GMED)	0.0	$226k	NEW	2.6k	87.31	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$224k	NEW	2.5k	89.55	View chart
Vanguard Materials Etf Uie (VAW)	0.0	$224k		1.1k	207.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.0	$219k	NEW	4.6k	47.34	View chart
Amphenol Corporation (APH)	0.0	$216k	-14%	1.6k	135.14	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$215k	NEW	1.1k	198.61	View chart
Capital One Financial (COF)	0.0	$211k	NEW	872.00	242.38	View chart
Consolidated Edison (ED)	0.0	$210k	NEW	2.1k	99.33	View chart
Rolls-royce Holdin Ordf Ufo (RYCEF)	0.0	$210k	NEW	14k	15.50	View chart
Bristol Myers Squibb (BMY)	0.0	$210k	NEW	3.9k	53.94	View chart
Marsh & McLennan Companies	0.0	$209k	-6%	1.1k	185.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.0	$208k	NEW	7.4k	28.24	View chart
Pimco Enhanced Shrt Maturty Actv Etf Uie (MINT)	0.0	$206k		2.1k	100.34	View chart
United Rentals (URI)	0.0	$206k		254.00	809.32	View chart
Te Connectivity Plc F Fgo (TEL)	0.0	$205k	NEW	903.00	227.51	View chart
Ellington Finl Inc Reit Ret (EFC)	0.0	$204k	NEW	15k	13.58	View chart
Thrive Series Trust Prospera Income (THRV)	0.0	$203k	NEW	8.3k	24.63	View chart
Fidelity Msci Health Care Indx Etf Uie (FHLC)	0.0	$203k	NEW	2.7k	74.27	View chart
Invesco Rafi Develop Ma Ex Us Etf Uie (PXF)	0.0	$202k	NEW	3.1k	65.55	View chart
Starbucks Corporation (SBUX)	0.0	$201k	-9%	2.4k	84.21	View chart
Ford Motor Company (F)	0.0	$153k	+15%	12k	13.12	View chart
Graphic Packaging Holding Company (GPK)	0.0	$151k		10k	15.06	View chart
Banco Santander Sa Fsponsored Adr 1 Adr Reps 1 Ord Adr (SAN)	0.0	$140k		12k	11.73	View chart
C3 Ai (AI)	0.0	$139k	-13%	10k	13.48	View chart
Paladin Energy Ltd Ordf Ufo (PALAF)	0.0	$114k	NEW	18k	6.40	View chart
Ares Real Estate Income Trust Class E Ret (ZAREEX)	0.0	$99k	NEW	12k	7.99	View chart
Taseko Mines Ltd F FGC (TGB)	0.0	$89k	NEW	16k	5.66	View chart
Wipro Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (WIT)	0.0	$84k	+19%	30k	2.84	View chart
Pt Multistrada Ara Ordf Ufo	0.0	$50k	NEW	150k	0.33	View chart
Federated Government Obligations Fd T Uie (GORXX)	0.0	$30k	NEW	30k	1.00	View chart
Compugen Limited F Fgo (CGEN)	0.0	$23k	NEW	15k	1.53	View chart
Pantheon Resources Ordf Ufo (PTHRF)	0.0	$16k	NEW	142k	0.12	View chart
Highlands Reit Ret	0.0	$7.5k	NEW	24k	0.31	View chart
Novonix Ltd Ordf Ufo (NVNXF)	0.0	$4.7k	NEW	17k	0.28	View chart
Pharmaceutical Group	0.0	$0		25k	0.00	View chart
Eurogas Inc Com Stk	0.0	$0		200k	0.00	View chart
Ibiz Technology	0.0	$0		25k	0.00	View chart
Quadrant 4 Systems Qf	0.0	$0		45k	0.00	View chart
Patten Energy Solutions (PTTN)	0.0	$0		10k	0.00	View chart
Flower One Hldgs Inc F FGC (FLOOF)	0.0	$0	NEW	10k	0.00	View chart

Past Filings by BIP Wealth

SEC 13F filings are viewable for BIP Wealth going back to 2023

BIP Wealth 2025 Q4 filed Jan. 21, 2026
BIP Wealth 2025 Q3 filed Oct. 30, 2025
BIP Wealth 2025 Q2 filed July 31, 2025
BIP Wealth 2025 Q1 filed May 2, 2025
BIP Wealth 2024 Q4 filed Feb. 14, 2025
BIP Wealth 2024 Q3 filed Nov. 7, 2024
BIP Wealth 2024 Q2 filed Aug. 8, 2024
BIP Wealth 2024 Q1 filed May 8, 2024
BIP Wealth 2023 Q4 filed Feb. 2, 2024
BIP Wealth 2023 Q3 filed Nov. 9, 2023
BIP Wealth 2023 Q2 filed July 27, 2023
BIP Wealth 2023 Q1 filed May 10, 2023

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