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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
WRKWestrock Co
Recent Activity
Exited
0%
$1.217M
24,224 shares@ $50.26 avg price