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Darrick Alford

@Bip Wealth, Llc

Latest period2024 - Q3ReportedManaged Assets$1.468BTotal holdings245
Assets growth rate20.21%Assets growth rate (2-Q avg)4.76%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Bip Wealth, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 245 positions.

Assets under management

The assets under management (AUM) of Bip Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.468B in assets, with a quarterly growth rate of 20.21% and a 2-quarter average growth rate of 4.76%. The portfolio is managed by Darrick Alford, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -3.75%
0.14%
$1.999M
25,175 shares@ $79.43 avg price
ITOTIshares Core S&p Total Us Stock Market Etf
Recent Activity
Decreased -0.46%
0.14%
$1.977M
15,736 shares@ $125.63 avg price
RWOSpdr Dow Jone Global
Recent Activity
Decreased -1.48%
0.11%
$1.599M
33,648 shares@ $47.54 avg price
IWVIshares Russell 3000
Recent Activity
Decreased -0.08%
0.11%
$1.479M
4,525 shares@ $326.77 avg price
ORCLOracle Corp
Recent Activity
Decreased -0.31%
0.1%
$1.396M
8,192 shares@ $170.41 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -2.65%
0.09%
$1.221M
7,305 shares@ $167.21 avg price
GPNGlobal Pmts Inc
Recent Activity
Decreased -1.72%
0.08%
$1.166M
11,387 shares@ $102.43 avg price
EFGIshares Msci Eafe Growth
Recent Activity
Decreased -1.05%
0.08%
$1.124M
10,439 shares@ $107.66 avg price
SNVSynovus Finl Corp
Recent Activity
Decreased -1.04%
0.07%
$980,964
22,059 shares@ $44.48 avg price
SPIPSpdr Portfolio Tips Etf
Recent Activity
Decreased -1.3%
0.07%
$949,917
36,146 shares@ $26.29 avg price