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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
SWSmurfit Westrock Plc F
Recent Activity
New Position
0.22%
$3.117M
63,079 shares@ $49.42 avg price
ACNAccenture Plc Ireland F
Recent Activity
New Position
0.12%
$1.628M
4,607 shares@ $353.48 avg price
DFLVDimensional Etf Trust Us Large Cap Value Etf
Recent Activity
New Position
0.08%
$1.085M
35,204 shares@ $30.82 avg price
DCORDimensional Etf Trust Us Core Equity 1 Etf
Recent Activity
New Position
0.08%
$1.069M
16,877 shares@ $63.35 avg price
ULUnilever Plc F
Recent Activity
New Position
0.07%
$900,800
13,867 shares@ $64.96 avg price
DFICDimensional Etf Trust
Recent Activity
New Position
0.05%
$685,543
24,361 shares@ $28.15 avg price
NUENucor Corp
Recent Activity
New Position
0.05%
$681,341
4,532 shares@ $150.35 avg price
LNGCheniere Energy Inc
Recent Activity
New Position
0.05%
$628,541
3,495 shares@ $179.85 avg price
EPDEnterprise Prods Part Lp
Recent Activity
New Position
0.05%
$613,894
21,088 shares@ $29.12 avg price
CARRCarrier Global Corp
Recent Activity
New Position
0.03%
$416,566
5,175 shares@ $80.5 avg price