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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, VTI, VTV, TFLO, and represent 34.17% of BIP Wealth's stock portfolio.
Added to shares of these 10 stocks: YMAR (+$8.2M), MMAX (+$5.2M), SCHG, PYLD, ACYN, CGCB, DFAW, DFAC, IBTH, SPYG.
Started 52 new stock positions in DFAC, MISL, WBD, PNFP, XLB, IDXX, IJJ, CDLX, SLV, FCX.
Reduced shares in these 10 stocks: VOO (-$85M), VTEB (-$32M), VEA (-$32M), BND (-$29M), VXF (-$21M), SPY (-$18M), BNDX (-$12M), USFR (-$10M), VWO (-$10M), VGT (-$10M).
Sold out of its positions in AVNM, COR, APH, ARCC, SAN, ZAREEX, Blackstone Private Credit Fund, BKNG, AI, COF.
BIP Wealth was a net seller of stock by $-331M.
BIP Wealth has $2.5B in assets under management (AUM), dropping by -13.22%.
Central Index Key (CIK): 0001590214

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Portfolio Holdings for BIP Wealth

BIP Wealth holds 453 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	13.0	$319M	-5%	491k	650.34	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	10.4	$257M	-3%	5.1M	50.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.4	$107M	-2%	334k	320.81	View chart
Vanguard Index Fds Value Etf (VTV)	3.7	$91M	-5%	462k	196.20	View chart
Ishares Tr TRS FLT RT BD (TFLO)	2.7	$66M	-12%	1.3M	50.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.7	$66M	-56%	110k	597.55	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.4	$59M	-5%	606k	97.13	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.3	$57M	+9%	1.9M	29.13	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	2.1	$52M	-6%	379k	138.32	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.8	$45M	-7%	596k	75.10	View chart
Spdr Series Trust State Street Spd (SPSB)	1.8	$44M		1.5M	30.07	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.1	$28M	+4%	659k	42.54	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	1.1	$27M	+4%	690k	38.42	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	1.0	$25M		901k	28.16	View chart
Spdr Series Trust State Street Spd (SPYV)	1.0	$24M	-11%	432k	56.58	View chart
Vanguard Scottsdale Fds Int Term Corp (VCIT)	1.0	$24M	-18%	294k	82.75	View chart
Apple (AAPL)	1.0	$24M	-11%	95k	253.79	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	1.0	$24M	+4%	716k	33.37	View chart
Ssga Active Etf Tr State Street Ult (ULST)	1.0	$24M	+3%	588k	40.50	View chart
Spdr Series Trust State Street Spd (SPYG)	1.0	$24M	+7%	242k	97.91	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.9	$21M	-8%	85k	248.00	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.9	$21M	-4%	260k	81.50	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$20M	+4%	46k	436.79	View chart
Ishares Tr Large Cap Max Bu (DMAX)	0.8	$20M	-8%	761k	26.57	View chart
Wisdomtree Tr True Developed I (DOL)	0.8	$20M	-5%	293k	67.99	View chart
Spdr Series Trust State Street Spd (SPTM)	0.8	$20M	-8%	247k	79.06	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.8	$19M	+4%	247k	77.11	View chart
Spdr Series Trust State Street Spd (QUS)	0.7	$18M	-2%	106k	171.64	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$18M	-7%	85k	215.06	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.7	$18M	+3%	507k	35.44	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.7	$17M	+26%	644k	26.26	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$17M	-38%	310k	54.05	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$17M		26k	653.21	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.7	$16M	-5%	289k	56.79	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.7	$16M	+31%	620k	26.20	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.7	$16M		116k	138.37	View chart
Ishares Tr 0 5 Yr Tips Etf (STIP)	0.7	$16M	+5%	155k	103.43	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.6	$16M	-4%	127k	121.93	View chart
Sterling Construction Company (STRL)	0.6	$14M	-11%	35k	407.27	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.6	$14M		283k	48.46	View chart
First Tr Exchange-traded Nasdaq 100 Sel (QQEW)	0.6	$14M	-8%	107k	126.97	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.5	$12M	+14%	530k	22.91	View chart
Ishares Tr Global Reit Etf (REET)	0.5	$12M	-3%	469k	25.15	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$11M	-4%	152k	74.35	View chart
Microsoft Corporation (MSFT)	0.4	$11M	-14%	29k	370.17	View chart
Spdr Series Trust State Street Spd (SLYV)	0.4	$11M	-8%	115k	94.58	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$11M		212k	50.04	View chart
NVIDIA Corporation (NVDA)	0.4	$11M	-16%	60k	174.40	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$10M	-46%	96k	106.50	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$10M	-4%	34k	298.85	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$10M	+7%	127k	78.66	View chart
Capital Group International SHS (CGIC)	0.4	$9.9M		298k	33.11	View chart
Wisdomtree Tr Global Ex Us Qua (DNL)	0.4	$9.8M	-4%	242k	40.37	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.4	$9.5M	+4%	108k	88.02	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$9.5M		90k	106.15	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.4	$9.4M	-20%	187k	50.37	View chart
Spdr Series Trust State Street Spd (SPYM)	0.4	$9.4M	-6%	122k	76.54	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.4	$9.3M	-11%	154k	60.10	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.4	$9.2M	+30%	408k	22.43	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.4	$9.2M	+7%	399k	22.95	View chart
Spdr Series Trust State Street Spd (SLYG)	0.4	$9.1M		94k	96.62	View chart
Amazon (AMZN)	0.4	$8.8M	-9%	43k	208.27	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$8.2M	+7%	58k	142.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.3	$8.2M	NEW	299k	27.35	View chart
Ishares Tr Large Cap Max Bu (MMAX)	0.3	$7.9M	+188%	298k	26.57	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.3	$7.7M	-5%	214k	35.94	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$7.4M	-4%	28k	261.92	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$7.4M	-8%	16k	479.21	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.3	$6.8M	-15%	148k	45.65	View chart
Home Depot (HD)	0.3	$6.4M	-9%	19k	328.89	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$5.7M	-11%	26k	217.25	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$5.7M	-15%	39k	148.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$5.6M	-14%	19k	287.57	View chart
Spdr Index Shs Fds State Street Spd (EWX)	0.2	$5.5M	-12%	84k	66.12	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.2	$5.5M	+25%	77k	72.08	View chart
Coca-Cola Company (KO)	0.2	$5.5M	-2%	73k	76.05	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.2	$5.5M	+18%	154k	35.71	View chart
Exxon Mobil Corporation (XOM)	0.2	$5.4M	-17%	32k	169.66	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$5.3M	+112%	72k	73.78	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.2	$5.2M	+41%	143k	36.28	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.2	$5.1M	-3%	230k	22.28	View chart
Spdr Series Trust State Street Spd (SPYD)	0.2	$5.1M	-3%	111k	45.52	View chart
Wal-Mart Stores (WMT)	0.2	$4.7M	-3%	38k	124.28	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$4.5M	+13%	115k	39.44	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$4.5M	+29%	127k	35.04	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$4.4M	+11%	55k	79.27	View chart
AFLAC Incorporated (AFL)	0.2	$4.3M	-30%	39k	109.71	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.2	$4.2M	-14%	100k	42.23	View chart
Meta Platforms Cl A (META)	0.2	$4.0M	-12%	7.1k	572.17	View chart
JPMorgan Chase & Co. (JPM)	0.2	$3.8M	-16%	13k	294.17	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.2	$3.8M	+13%	28k	133.19	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$3.7M	+7%	23k	163.58	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$3.7M	+20%	6.5k	577.14	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$3.7M	+7%	109k	33.86	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$3.6M	-10%	165k	21.84	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.1	$3.6M	NEW	176k	20.38	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.1	$3.5M		31k	112.45	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$3.4M	-20%	12k	286.87	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.1	$3.3M		31k	107.30	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$3.3M	-3%	47k	71.41	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.1	$3.3M	+6%	48k	68.43	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$3.3M	-71%	97k	33.75	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$3.3M	+3%	32k	103.13	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.1	$3.2M	+3%	144k	22.49	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$3.2M	+24%	91k	35.53	View chart
Amgen (AMGN)	0.1	$3.1M	-10%	8.8k	351.84	View chart
Broadcom (AVGO)	0.1	$3.0M	-24%	9.7k	309.51	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$2.9M	+105%	50k	58.54	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$2.9M	-10%	62k	46.91	View chart
Southstate Bk Corp (SSB)	0.1	$2.9M	+2%	31k	92.52	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$2.9M	-87%	14k	205.80	View chart
Procter & Gamble Company (PG)	0.1	$2.8M		20k	144.44	View chart
Costco Wholesale Corporation (COST)	0.1	$2.8M	-15%	2.8k	996.46	View chart
Eli Lilly & Co. (LLY)	0.1	$2.8M	-16%	3.1k	919.76	View chart
Johnson & Johnson (JNJ)	0.1	$2.8M	-24%	11k	244.44	View chart
Chevron Corporation (CVX)	0.1	$2.8M	-27%	13k	206.90	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$2.7M		44k	62.68	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.1	$2.7M	-5%	87k	31.67	View chart
Tesla Motors (TSLA)	0.1	$2.7M	-25%	7.2k	371.77	View chart
Aim Etf Products Trust Allianzim Us Eqt (JULW)	0.1	$2.6M	-2%	66k	38.81	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$2.5M	NEW	65k	38.86	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.5M	-4%	13k	192.90	View chart
Smurfit Westrock SHS (SW)	0.1	$2.5M		62k	39.85	View chart
Southern Company (SO)	0.1	$2.4M	-12%	25k	96.52	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.1	$2.4M	-3%	45k	54.62	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$2.4M	-10%	31k	78.41	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXO)	0.1	$2.4M		71k	33.78	View chart
Aim Etf Products Trust Allianzim Us Eq (SIXJ)	0.1	$2.3M	+6%	69k	33.64	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$2.3M		33k	68.47	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.1	$2.3M		24k	94.38	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.1M	-2%	14k	146.28	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$2.1M	-15%	39k	52.54	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$2.0M	-17%	18k	113.11	View chart
Antero Res (AR)	0.1	$2.0M		47k	42.44	View chart
McKesson Corporation (MCK)	0.1	$1.9M	-7%	2.2k	865.20	View chart
Ge Aerospace Com New (GE)	0.1	$1.9M	-10%	6.8k	283.78	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.8M	-7%	4.3k	426.43	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.8M	-6%	20k	90.53	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$1.8M	+67%	25k	71.13	View chart
Visa Com Cl A (V)	0.1	$1.8M	-22%	6.0k	302.24	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$1.8M		19k	92.76	View chart
Eaton Corp SHS (ETN)	0.1	$1.7M		4.8k	357.68	View chart
Ge Vernova (GEV)	0.1	$1.7M	-11%	1.9k	872.91	View chart
Wisdomtree Tr Interntnl Ai Enh (AIVI)	0.1	$1.7M	-17%	31k	54.12	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.7M	-4%	55k	30.68	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$1.7M	NEW	50k	33.97	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$1.7M	+220%	8.4k	200.82	View chart
United Parcel Svcs CL B (UPS)	0.1	$1.7M	-2%	17k	98.38	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$1.6M	+8%	26k	62.45	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.6M	-25%	72k	22.91	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.6M		4.4k	370.65	View chart
Advanced Micro Devices (AMD)	0.1	$1.6M	-2%	7.9k	203.44	View chart
Bank of America Corporation (BAC)	0.1	$1.6M	-6%	32k	48.75	View chart
Linde SHS (LIN)	0.1	$1.6M	-8%	3.1k	495.77	View chart
Marriott Intl Cl A (MAR)	0.1	$1.5M	+2%	4.7k	327.07	View chart
Honeywell International (HON)	0.1	$1.5M	-9%	6.7k	226.03	View chart
Ishares Tr Large Cap Max Bu (SMAX)	0.1	$1.5M	-65%	57k	26.82	View chart
Oracle Corporation (ORCL)	0.1	$1.5M	-19%	10k	147.11	View chart
Dimensional Etf Trust Dimensional Us (DXUV)	0.1	$1.5M	+13%	25k	59.35	View chart
Goldman Sachs (GS)	0.1	$1.5M	-6%	1.8k	845.67	View chart
Palo Alto Networks (PANW)	0.1	$1.5M	-3%	9.2k	160.32	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$1.4M		6.1k	236.35	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.1	$1.4M	+2%	25k	56.37	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$1.4M	-14%	26k	52.85	View chart
Kinder Morgan (KMI)	0.1	$1.3M	+2%	40k	33.53	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.3M	-95%	21k	64.08	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.3M	-88%	1.9k	697.76	View chart
Netflix (NFLX)	0.1	$1.3M	-28%	14k	96.15	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$1.3M	-2%	28k	46.23	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$1.3M	-3%	967.00	1321.06	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$1.3M		24k	53.37	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.3M	+4%	13k	93.98	View chart
Cisco Systems (CSCO)	0.1	$1.2M	-15%	16k	77.59	View chart
Philip Morris International (PM)	0.0	$1.2M	+7%	7.4k	165.33	View chart
Blackrock (BLK)	0.0	$1.2M	-4%	1.3k	961.80	View chart
Truist Financial Corp equities (TFC)	0.0	$1.2M	-8%	26k	45.97	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$1.2M	+12%	23k	52.78	View chart
PNC Financial Services (PNC)	0.0	$1.2M	-3%	5.7k	208.10	View chart
Nextera Energy (NEE)	0.0	$1.2M	-3%	13k	92.88	View chart
Delta Air Lines Com New (DAL)	0.0	$1.2M	-13%	18k	66.48	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$1.2M	+12%	31k	38.42	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$1.2M	+209%	17k	70.91	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$1.2M	-3%	9.4k	124.31	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$1.2M	-9%	17k	69.75	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$1.2M	+7%	3.0k	390.36	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$1.2M	+4%	6.9k	165.71	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$1.1M	-4%	23k	47.03	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$1.1M		7.4k	145.95	View chart
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM)	0.0	$1.1M	+2%	31k	34.11	View chart
salesforce (CRM)	0.0	$1.1M	-10%	5.7k	186.66	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$1.1M	-36%	5.0k	211.14	View chart
Blackrock Etf Trust Ii Ishares Lrg Cap (IVVB)	0.0	$1.0M	+3%	33k	32.04	View chart
Emerson Electric (EMR)	0.0	$1.0M		8.0k	131.03	View chart
American Tower Reit (AMT)	0.0	$1.0M	-5%	6.0k	172.58	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$1.0M	-3%	24k	41.83	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$1.0M	+45%	30k	33.67	View chart
Abbvie (ABBV)	0.0	$1.0M	-27%	4.7k	217.50	View chart
Enterprise Products Partners (EPD)	0.0	$1.0M	+11%	27k	37.84	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$990k	-13%	7.4k	132.90	View chart
Nrg Energy Com New (NRG)	0.0	$978k		6.7k	146.14	View chart
Pinnacle Finl Partners (PNFP)	0.0	$974k	NEW	11k	86.14	View chart
Lazard Active Etf Tr Listed Infrastru (GLIX)	0.0	$969k	+155%	36k	26.80	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$966k	-40%	2.9k	337.99	View chart
Spdr Index Shs Fds State Street Spd (RWO)	0.0	$956k	-16%	21k	45.77	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$951k	-79%	16k	59.55	View chart
Constellation Energy (CEG)	0.0	$940k	-11%	3.4k	279.25	View chart
Lam Research Corp Com New (LRCX)	0.0	$934k	-16%	4.4k	213.68	View chart
Ameris Ban (ABCB)	0.0	$932k	-4%	12k	77.99	View chart
Thermo Fisher Scientific (TMO)	0.0	$932k	+18%	1.9k	491.49	View chart
Ishares Tr U S Med Dvc Etf (IHI)	0.0	$929k	NEW	17k	53.35	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$927k	-6%	14k	67.59	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$926k	+263%	4.8k	191.91	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$920k	-50%	16k	56.68	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$918k	+12%	8.2k	111.37	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$913k	-11%	14k	67.53	View chart
Pepsi (PEP)	0.0	$899k	-24%	5.8k	155.30	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$898k	+12%	8.5k	106.02	View chart
Aim Etf Products Trust Allianzim Us Equ (OCTW)	0.0	$898k		23k	38.47	View chart
United Bankshares (UBSI)	0.0	$896k	+15%	22k	41.42	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$894k	+43%	57k	15.83	View chart
Uber Technologies (UBER)	0.0	$894k	+9%	12k	71.93	View chart
At&t (T)	0.0	$872k	-11%	30k	28.99	View chart
L3harris Technologies (LHX)	0.0	$864k	+9%	2.5k	345.18	View chart
Dimensional Etf Trust Dimensional Intl (DXIV)	0.0	$861k	+7%	13k	67.54	View chart
Duke Energy Corp Com New (DUK)	0.0	$851k	-6%	6.5k	130.95	View chart
International Business Machines (IBM)	0.0	$835k	-20%	3.4k	242.45	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$831k	-20%	14k	59.22	View chart
Jazz Pharmaceuticals Shs Usd (JAZZ)	0.0	$810k		4.3k	189.05	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$809k	+23%	4.3k	189.60	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$806k	-67%	33k	24.75	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$803k		8.3k	97.23	View chart
Wells Fargo & Company (WFC)	0.0	$798k	-16%	10k	79.61	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.0	$766k	-4%	4.8k	158.88	View chart
Global Payments (GPN)	0.0	$761k	-59%	11k	67.30	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.0	$756k	NEW	34k	22.13	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$751k	+106%	6.8k	111.19	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$736k		16k	45.97	View chart
Spdr Series Trust State Street Spd (SPIB)	0.0	$726k	-4%	22k	33.54	View chart
McDonald's Corporation (MCD)	0.0	$717k	-20%	2.3k	310.87	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.0	$717k	-38%	36k	19.72	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$712k	+6%	1.9k	383.35	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$697k	-43%	15k	45.62	View chart
Lockheed Martin Corporation (LMT)	0.0	$687k	-13%	1.1k	604.32	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$687k		1.9k	356.60	View chart
IDEXX Laboratories (IDXX)	0.0	$682k	NEW	1.2k	561.89	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$682k	+6%	14k	48.32	View chart
Caterpillar (CAT)	0.0	$677k	+9%	956.00	708.27	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$674k	+5%	27k	25.10	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$669k	-3%	5.8k	114.99	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$668k	+212%	6.9k	96.69	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$667k	-17%	1.6k	430.29	View chart
Stryker Corporation (SYK)	0.0	$664k	-11%	2.0k	328.59	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.0	$663k	-3%	20k	33.93	View chart
NeoVo (NEOV)	0.0	$660k	-5%	214k	3.08	View chart
American Express Company (AXP)	0.0	$650k	-25%	2.2k	302.44	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$647k	-8%	7.3k	88.71	View chart
Peabody Energy (BTU)	0.0	$646k	-15%	20k	32.95	View chart
FedEx Corporation (FDX)	0.0	$644k		1.8k	356.12	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$643k	+2%	4.2k	151.42	View chart
Jacobs Engineering Group (J)	0.0	$635k	+15%	5.0k	127.28	View chart
Dover Corporation (DOV)	0.0	$633k	+10%	3.0k	208.47	View chart
American Electric Power Company (AEP)	0.0	$632k	+9%	4.8k	131.08	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$620k	-27%	17k	36.76	View chart
ConocoPhillips (COP)	0.0	$618k	+33%	4.7k	132.01	View chart
Merck & Co (MRK)	0.0	$617k		5.1k	120.28	View chart
Spdr Index Shs Fds State Street Spd (SPGM)	0.0	$615k	+18%	8.1k	75.71	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$615k	+41%	22k	27.85	View chart
Spdr Series Trust State Street Spd (SPIP)	0.0	$613k	-2%	24k	26.01	View chart
D.R. Horton (DHI)	0.0	$613k	+4%	4.5k	137.22	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$607k	+7%	1.3k	463.19	View chart
Cincinnati Financial Corporation (CINF)	0.0	$602k		3.8k	157.35	View chart
Norfolk Southern (NSC)	0.0	$599k	+18%	2.1k	287.00	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$584k	+7%	1.3k	446.54	View chart
Rbc Cad (RY)	0.0	$570k	-9%	3.5k	161.78	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.0	$568k		13k	44.63	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$568k	-12%	2.0k	287.25	View chart
Pfizer (PFE)	0.0	$560k	+35%	20k	28.08	View chart
Parker-Hannifin Corporation (PH)	0.0	$558k	+15%	624.00	894.54	View chart
Dominion Resources (D)	0.0	$553k	+6%	8.9k	61.82	View chart
Mastercard Incorporated Cl A (MA)	0.0	$553k	-27%	1.1k	499.58	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.0	$549k	-8%	13k	41.72	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$548k	-20%	2.6k	213.69	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	0.0	$548k		27k	20.54	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$534k	+17%	4.3k	125.47	View chart
Illinois Tool Works (ITW)	0.0	$531k	+22%	2.0k	260.33	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$526k	+35%	21k	25.64	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$524k	-6%	27k	19.30	View chart
Skywater Technology (SKYT)	0.0	$518k	-4%	19k	27.41	View chart
Altria (MO)	0.0	$515k	+47%	7.8k	65.99	View chart
Tortoise Capital Series Trus Ai Infrastructur (TCAI)	0.0	$513k	NEW	15k	34.64	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$509k	+17%	18k	29.08	View chart
Vanguard Wellington Us Quality (VFQY)	0.0	$508k	-10%	3.4k	149.23	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$507k		4.3k	118.62	View chart
Aim Etf Products Trust Allianzim Us Equ (JANW)	0.0	$507k	-2%	14k	36.48	View chart
Medtronic SHS (MDT)	0.0	$506k	+4%	5.8k	86.65	View chart
Cigna Corp (CI)	0.0	$505k	+14%	1.9k	266.68	View chart
Ishares Em Mkt Sm Cp Etf (EEMS)	0.0	$496k	+51%	7.2k	69.18	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.0	$495k	+5%	5.9k	84.52	View chart
CBOE Holdings (CBOE)	0.0	$491k	+15%	1.7k	281.08	View chart
Verizon Communications (VZ)	0.0	$487k	-28%	9.7k	50.20	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$487k	-48%	9.7k	49.95	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.0	$485k		22k	22.25	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$484k	+15%	4.7k	102.26	View chart
Applied Materials (AMAT)	0.0	$479k	-18%	1.4k	341.79	View chart
Gilead Sciences (GILD)	0.0	$477k	+16%	3.4k	139.38	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$477k	-44%	1.6k	302.29	View chart
Chubb (CB)	0.0	$470k	-11%	1.4k	325.84	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$467k	+40%	757.00	616.69	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$461k	-11%	2.2k	208.07	View chart
First Tr Exchange-traded Indls Prod Dur (FXR)	0.0	$458k	+34%	5.6k	81.64	View chart
Micron Technology (MU)	0.0	$441k	-25%	1.3k	337.96	View chart
Endava Ads (DAVA)	0.0	$438k	-6%	99k	4.42	View chart
Unilever Spon Adr New (UL)	0.0	$431k	-2%	7.6k	56.97	View chart
Vanguard World Health Car Etf (VHT)	0.0	$424k	-38%	1.6k	272.27	View chart
UnitedHealth (UNH)	0.0	$422k	-49%	1.6k	270.60	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.0	$421k		5.9k	71.39	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$420k	NEW	1.8k	237.67	View chart
Ea Series Trust Alpha Arch 1 3 (BOXX)	0.0	$419k	-35%	3.6k	116.29	View chart
Argan (AGX)	0.0	$417k	-16%	765.00	544.68	View chart
Citigroup Com New (C)	0.0	$416k	-18%	3.7k	113.42	View chart
Ishares Tr U S Tech Etf (IYW)	0.0	$416k	+39%	2.3k	181.42	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$409k	+3%	3.7k	110.46	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$405k		5.9k	68.28	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$404k		7.1k	57.20	View chart
Tenet Healthcare Corp Com New (THC)	0.0	$399k		2.1k	188.71	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$399k	NEW	6.5k	61.26	View chart
Adobe Systems Incorporated (ADBE)	0.0	$397k	-17%	1.6k	243.08	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$395k	+33%	6.9k	57.64	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$395k	NEW	10k	38.96	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$395k		9.2k	43.11	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$394k		4.9k	80.61	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.0	$392k	+53%	7.9k	49.38	View chart
Regions Financial Corporation (RF)	0.0	$384k	-20%	15k	26.12	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$380k	NEW	1.5k	250.56	View chart
O'reilly Automotive (ORLY)	0.0	$379k	NEW	4.1k	92.30	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$378k		8.8k	43.06	View chart
Coinbase Global Com Cl A (COIN)	0.0	$371k	-22%	2.1k	174.62	View chart
First Tr Exchange-traded Utilities Alph (FXU)	0.0	$370k	NEW	7.5k	49.59	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$363k	+5%	4.2k	86.63	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.0	$363k	-27%	10k	36.27	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$361k	+14%	3.3k	108.99	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$360k	-23%	9.0k	39.80	View chart
Consolidated Edison (ED)	0.0	$360k	+50%	3.2k	113.17	View chart
Vistra Energy (VST)	0.0	$355k		2.4k	150.34	View chart
Lowe's Companies (LOW)	0.0	$354k	+45%	1.5k	236.29	View chart
Deere & Company (DE)	0.0	$354k	+18%	628.00	563.53	View chart
Ishares Tr U S Insrnce Etf (IAK)	0.0	$352k	-2%	2.7k	128.30	View chart
Marvell Technology (MRVL)	0.0	$341k		3.4k	99.05	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$340k	+2%	1.8k	184.27	View chart
Hims & Hers Health Com Cl A (HIMS)	0.0	$338k	+5%	16k	20.76	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$335k	-60%	2.8k	121.19	View chart
Intuitive Surgical Com New (ISRG)	0.0	$334k	+42%	725.00	460.99	View chart
Bluerock Pvt Real Estate (BPRE)	0.0	$331k	+8%	20k	16.61	View chart
Boeing Company (BA)	0.0	$331k	+17%	1.7k	198.99	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.0	$329k	+33%	16k	20.40	View chart
Boston Scientific Corporation (BSX)	0.0	$328k	-23%	5.2k	62.75	View chart
Valero Energy Corporation (VLO)	0.0	$327k	-7%	1.3k	247.08	View chart
Workday Cl A (WDAY)	0.0	$325k	-3%	2.5k	129.92	View chart
Rollins (ROL)	0.0	$322k	-13%	6.0k	53.41	View chart
Black Hills Corporation (BKH)	0.0	$319k		4.6k	69.41	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$316k	+21%	2.0k	161.76	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$314k		6.0k	52.19	View chart
Wisdomtree Tr Euro Qtly Div Gr (EUDG)	0.0	$314k		8.6k	36.41	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.0	$312k	NEW	6.3k	49.97	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$312k	NEW	2.4k	132.50	View chart
Novartis Sponsored Adr (NVS)	0.0	$308k	-7%	2.0k	152.75	View chart
Snap-on Incorporated (SNA)	0.0	$307k		844.00	363.22	View chart
Abbott Laboratories (ABT)	0.0	$305k	-2%	3.0k	102.65	View chart
Waste Management (WM)	0.0	$305k	+8%	1.3k	229.69	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.0	$300k		6.4k	46.83	View chart
TJX Companies (TJX)	0.0	$297k	-21%	1.9k	159.70	View chart
Walt Disney Company (DIS)	0.0	$295k		3.1k	96.38	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$293k	+8%	5.0k	59.03	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.0	$291k	+4%	23k	12.51	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$290k	NEW	5.9k	49.38	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$286k		6.7k	42.72	View chart
Nike CL B (NKE)	0.0	$283k	+25%	5.4k	52.82	View chart
Spdr Index Shs Fds State Street Spd (CWI)	0.0	$283k	+4%	7.7k	36.59	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$282k	+13%	2.8k	100.61	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.0	$281k		3.3k	86.52	View chart
Xylem (XYL)	0.0	$281k	-7%	2.4k	119.49	View chart
Bristol Myers Squibb (BMY)	0.0	$279k	+18%	4.6k	60.65	View chart
Occidental Petroleum Corporation (OXY)	0.0	$278k	NEW	4.3k	65.01	View chart
Quanta Services (PWR)	0.0	$278k	-29%	506.00	549.47	View chart
First Tr Exchange-traded Vest Gold Strtgy (BGLD)	0.0	$277k	-22%	16k	17.14	View chart
Edwards Lifesciences (EW)	0.0	$275k	-27%	3.4k	80.08	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$275k		16k	17.75	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.0	$275k	-3%	6.9k	39.73	View chart
Genuine Parts Company (GPC)	0.0	$272k	+24%	2.6k	105.76	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$272k		856.00	318.07	View chart
Casey's General Stores (CASY)	0.0	$272k	NEW	374.00	727.86	View chart
Cheniere Energy Com New (LNG)	0.0	$272k	-74%	959.00	283.76	View chart
Howmet Aerospace (HWM)	0.0	$271k	+2%	1.2k	230.46	View chart
Equifax (EFX)	0.0	$270k	+18%	1.5k	180.07	View chart
Shell Spon Ads (SHEL)	0.0	$270k	NEW	2.9k	93.00	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$269k	+29%	1.4k	191.81	View chart
Enbridge (ENB)	0.0	$268k	NEW	4.9k	54.14	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$268k	NEW	2.1k	125.12	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$266k	NEW	3.8k	70.17	View chart
Martin Marietta Materials (MLM)	0.0	$264k	-9%	449.00	588.15	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$264k	-94%	3.4k	78.41	View chart
Ishares Tr Core 80 20 Aggre (AOA)	0.0	$263k	+18%	3.0k	88.49	View chart
Exelon Corporation (EXC)	0.0	$263k	NEW	5.4k	49.02	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$258k	-2%	4.1k	62.56	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$253k	NEW	2.5k	99.27	View chart
Texas Instruments Incorporated (TXN)	0.0	$252k	-47%	1.3k	194.14	View chart
Comcast Corp Cl A (CMCSA)	0.0	$251k	+16%	8.8k	28.71	View chart
W.R. Berkley Corporation (WRB)	0.0	$250k		3.8k	66.28	View chart
Marathon Petroleum Corp (MPC)	0.0	$248k	-44%	1.0k	244.23	View chart
Schwab Strategic Tr Us Mid Cap Etf (SCHM)	0.0	$247k	-11%	8.0k	30.96	View chart
General Dynamics Corporation (GD)	0.0	$246k		718.00	343.22	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$244k	+3%	3.0k	82.58	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.0	$241k		8.2k	29.36	View chart
Totalenergies Se Act (TTE)	0.0	$239k	NEW	2.6k	90.98	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.0	$237k	NEW	5.3k	44.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.0	$237k		5.9k	40.47	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$232k	NEW	1.6k	146.58	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.0	$231k	+5%	3.3k	70.19	View chart
Globus Med Cl A (GMED)	0.0	$229k	+2%	2.7k	86.16	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$228k	NEW	8.3k	27.46	View chart
Grayscale Coindesk Crypto Usd Shs (GDLC)	0.0	$227k	NEW	7.3k	31.19	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$226k	NEW	2.8k	81.98	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$225k	NEW	4.9k	45.87	View chart
Ishares Tr U S Real Es Etf (IYR)	0.0	$223k	NEW	2.4k	94.58	View chart
CSX Corporation (CSX)	0.0	$220k	NEW	5.4k	41.05	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$219k	-3%	2.3k	94.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.0	$218k		4.6k	47.04	View chart
Fortinet (FTNT)	0.0	$217k	-18%	2.7k	81.72	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$217k	NEW	3.2k	68.15	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.0	$216k		3.1k	69.90	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$215k	NEW	6.7k	32.22	View chart
Marsh & McLennan Companies (MRSH)	0.0	$214k	+9%	1.2k	173.40	View chart
AutoZone (AZO)	0.0	$213k	NEW	63.00	3377.78	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$212k	+2%	2.1k	100.57	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$208k	NEW	634.00	328.72	View chart
CenterPoint Energy (CNP)	0.0	$208k	NEW	4.8k	43.16	View chart
Oneok (OKE)	0.0	$207k	NEW	2.3k	90.39	View chart
Johnson Controls Internation SHS (JCI)	0.0	$207k	NEW	1.6k	130.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$206k	NEW	4.6k	44.62	View chart
Morgan Stanley Com New (MS)	0.0	$203k	-14%	1.2k	164.61	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$203k	NEW	868.00	234.03	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.0	$202k	NEW	4.9k	41.36	View chart
Thrive Series Trust Prospera Income (THRV)	0.0	$202k		8.3k	24.45	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.0	$201k	NEW	3.9k	52.03	View chart
Freeport Mcmoran CL B (FCX)	0.0	$201k	NEW	3.4k	58.77	View chart
Lightwave Logic Inc C ommon (LWLG)	0.0	$196k	NEW	28k	7.03	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$115k	NEW	10k	11.06	View chart
Taseko Cad (TGB)	0.0	$101k		16k	6.45	View chart
Graphic Packaging Holding Company (GPK)	0.0	$99k		10k	9.94	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$60k	NEW	12k	5.10	View chart
Compugen Ord (CGEN)	0.0	$32k		15k	2.13	View chart
Cardlytics (CDLX)	0.0	$19k	NEW	18k	1.05	View chart
Nextgen Acquisition -cw26 (XOSWW)	0.0	$250.148200	NEW	74k	0.00	View chart

Past Filings by BIP Wealth

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

BIP Wealth 2026 Q1 filed April 27, 2026
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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