Bank Plus Trust Department Purchases in Q1 2025

Bank Plus Trust Department

  • $300 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
2.26K
+ 2329.9%
$555.63 - $630.23 $1.26M - $1.42M
2.36K $1.45B
ABBV
Abb Vie Inc.

Healthcare
34
+ 0.13%
$169.2 - $216.66 $5.75K - $7.37K
26.3K $5.5B
ABT
Abbott Laboratories

Healthcare
1.96K
+ 9.56%
$111.1 - $140.22 $217K - $274K
22.4K $2.97B
AMGN
Amgen Inc

Healthcare
254
+ 3.18%
$258.59 - $327.36 $65.7K - $83.1K
8.24K $2.57B
XOM
Exxon Mobil Corp

Energy
1.51K
+ 7.11%
$105.44 - $118.93 $159K - $180K
22.7K $2.7B
JCPB
J P Morgan Exchange Traded Fd

ETFs
7.98K
+ 20.32%
$45.56 - $47.23 $364K - $377K
47.3K $2.22B
KO
Coca Cola CO

Consumer Defensive
520
+ 1.31%
$60.81 - $72.32 $31.6K - $37.6K
40.3K $2.88B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
59
+ 1.25%
$442.66 - $534.52 $26.1K - $31.5K
4.78K $2.54B
DGX
Quest Diagnostics Inc

Healthcare
954
+ 9.02%
N/A
11.5K $1.95B
JPIE
J P Morgan Exchange Traded Fd
7.08K
+ 43.25%
$45.46 - $46.18 $322K - $327K
23.5K $1.08B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
16.4K
New
$19.42 - $19.54 $319K - $321K
16.4K $320M
FAST
Fastenal CO

Industrials
1.92K
+ 7.15%
$71.11 - $79.98 $137K - $154K
28.8K $2.23B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.45K
+ 163.58%
$81.83 - $82.73 $282K - $285K
5.55K $459M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
14.3K
New
$19.43 - $19.62 $278K - $281K
14.3K $281M
EGP
Eastgroup Properties Inc

Real Estate
400
+ 3.43%
$155.63 - $187.46 $62.3K - $75K
12.1K $2.12B
VLO
Valero Energy Corp

Energy
923
+ 7.02%
$121.76 - $142.99 $112K - $132K
14.1K $1.86B
TMUS
T Mobile Us, Inc.

Communication Services
45
+ 0.95%
$211.3 - $272.83 $9.51K - $12.3K
4.78K $1.28B
V
Visa Inc.

Financial Services
129
+ 2.46%
$306.92 - $362.71 $39.6K - $46.8K
5.38K $1.89B
ENB
Enbridge Inc

Energy
3.35K
+ 8.39%
$41.54 - $45.45 $139K - $152K
43.2K $1.92B
RTX
Raytheon Technologies Corp

Industrials
437
+ 4.68%
$114.1 - $135.66 $49.9K - $59.3K
9.78K $1.3B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.9K
+ 419.78%
$51.45 - $58.51 $201K - $228K
4.83K $250M
ARCC
Ares Capital Corp

Financial Services
7.13K
+ 8.9%
$21.28 - $23.81 $152K - $170K
87.3K $1.93B
JPM
Jpmorgan Chase & CO

Financial Services
421
+ 3.3%
$225.19 - $279.95 $94.8K - $118K
13.2K $3.24B
NEE
Nextera Energy Inc

Utilities
2.71K
+ 10.31%
$66.96 - $76.16 $182K - $206K
29K $2.06B
CSCO
Cisco Systems, Inc.

Technology
761
+ 1.58%
$58.74 - $64.87 $44.7K - $49.4K
48.9K $3.01B
TFC
Truist Financial Corp

Financial Services
5.42K
+ 19.75%
$39.48 - $48.15 $214K - $261K
32.9K $1.35B
DE
Deere & CO

Industrials
83
+ 3.12%
$408.57 - $509.27 $33.9K - $42.3K
2.74K $1.29B
PFE
Pfizer Inc

Healthcare
8.61K
+ 17.61%
$25.01 - $27.13 $215K - $233K
57.5K $1.46B
PR
Permian Resources Corporation

Energy
10K
New
$12.33 - $16.0 $123K - $160K
10K $139M
PG
Procter & Gamble CO

Consumer Defensive
406
+ 1.78%
$158.56 - $176.26 $64.4K - $71.6K
23.3K $3.96B
Brookfield Infrastructure Corp.
6.41K
+ 24.32%
N/A
32.7K $1.18B
BSX
Boston Scientific Corp

Healthcare
157
+ 1.91%
$89.38 - $106.18 $14K - $16.7K
8.4K $847M
JNJ
Johnson & Johnson

Healthcare
301
+ 11.11%
$142.06 - $167.7 $42.8K - $50.5K
3.01K $499M
UNH
Unitedhealth Group Inc

Healthcare
96
+ 3.33%
$461.52 - $548.18 $44.3K - $52.6K
2.98K $1.56B
OKE
Oneok Inc

Energy
1.31K
+ 5.32%
$89.57 - $109.85 $117K - $144K
25.9K $2.57B
MA
Mastercard Inc

Financial Services
144
+ 15.11%
$504.67 - $576.31 $72.7K - $83K
1.1K $601M
NFLX
Netflix Inc

Communication Services
85
+ 18.85%
$828.4 - $1058.6 $70.4K - $90K
536 $500M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
195
+ 93.3%
$507.05 - $563.67 $98.9K - $110K
404 $208M
DIS
Walt Disney CO

Communication Services
2.72K
+ 19.21%
$96.87 - $114.0 $264K - $310K
16.9K $1.67B
IEFA
Ishares Tr

ETFs
1.02K
+ 186.34%
$69.57 - $78.65 $71.2K - $80.5K
1.57K $119M
SHOP
Shopify Inc.

Technology
799
New
$90.59 - $129.31 $72.4K - $103K
799 $76.3M
SBUX
Starbucks Corp

Consumer Cyclical
660
+ 297.3%
$91.75 - $115.81 $60.6K - $76.4K
882 $86.5M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.36K
+ 29.13%
$36.91 - $41.03 $50.2K - $55.8K
6.03K $239M
MLI
Mueller Industries Inc

Industrials
1.01K
+ 22.34%
$76.14 - $82.67 $76.9K - $83.5K
5.53K $421M
ADBE
Adobe Inc.

Technology
162
+ 8100.0%
$377.84 - $464.11 $61.2K - $75.2K
164 $62.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.07K
+ 233.77%
$57.21 - $65.8 $61.4K - $70.6K
1.53K $89.4M
SO
Southern CO

Utilities
29
+ 0.49%
$80.96 - $92.96 $2.35K - $2.7K
6.01K $552M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
578
+ 115.6%
$102.49 - $119.96 $59.2K - $69.3K
1.08K $113M
SYY
Sysco Corp

Consumer Defensive
1.04K
+ 5.9%
$70.0 - $77.13 $72.9K - $80.4K
18.7K $1.4B
Activity Summary
Buys All Purchases 161 New Holdings 48 Increased Positions 113 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bank Plus Trust Department Portfolio

Follow Bank Plus Trust Department and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bank Plus Trust Department, based on Form 13F filings with the SEC.

News

Stay updated on Bank Plus Trust Department with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email