BIP WEALTH, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | XOM | 21K | $2.42M |
 | WMT | 21K | $2.18M |
 | MSFT | 20K | $10.56M |
 | HD | 20K | $8.22M |
 | PK | 20K | $219.16K |
 | SO | 19K | $1.83M |
 | RF | 16K | $417.08K |
 | LWLG | 16K | $58.22K |
 | HIMS | 15K | $860.04K |
 | ABCB | 15K | $1.09M |
 | ARCC | 14K | $285.98K |
 | UL | 13K | $787.83K |
 | SCHW | 13K | $1.20M |
 | AFL | 12K | $1.39M |
 | GOOGL | 12K | $3.00M |
 | SAN | 12K | $127.70K |
 | WFC | 12K | $1.01M |
 | AI | 12K | $205.84K |
 | JNJ | 11K | $2.05M |
 | MFG | 10K | $68.44K |
Exxon Mobil Corporation
XOM
Shares Held
21K
Value
$2.42M
Walmart Inc.
WMT
Shares Held
21K
Value
$2.18M
Microsoft Corporation
MSFT
Shares Held
20K
Value
$10.56M
The Home Depot, Inc.
HD
Shares Held
20K
Value
$8.22M
Park Hotels & Resorts Inc.
PK
Shares Held
20K
Value
$219.16K
The Southern Company
SO
Shares Held
19K
Value
$1.83M
Regions Financial Corporation
RF
Shares Held
16K
Value
$417.08K
Lightwave Logic, Inc.
LWLG
Shares Held
16K
Value
$58.22K
Hims & Hers Health, Inc.
HIMS
Shares Held
15K
Value
$860.04K
Ameris Bancorp
ABCB
Shares Held
15K
Value
$1.09M
Ares Capital Corporation
ARCC
Shares Held
14K
Value
$285.98K
Unilever PLC
UL
Shares Held
13K
Value
$787.83K
The Charles Schwab Corporation
SCHW
Shares Held
13K
Value
$1.20M
Aflac Incorporated
AFL
Shares Held
12K
Value
$1.39M
Alphabet Inc.
GOOGL
Shares Held
12K
Value
$3.00M
Banco Santander, S.A.
SAN
Shares Held
12K
Value
$127.70K
Wells Fargo & Company
WFC
Shares Held
12K
Value
$1.01M
C3.ai, Inc.
AI
Shares Held
12K
Value
$205.84K
Johnson & Johnson
JNJ
Shares Held
11K
Value
$2.05M
Mizuho Financial Group, Inc.
MFG
Shares Held
10K
Value
$68.44K