Bank Plus Trust Department Incresed Positions in Q1 2025

Bank Plus Trust Department

  • $300 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COP
Conocophillips

Energy
40
+ 0.65%
$88.6 - $105.85 $3.54K - $4.23K
6.17K $648M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
826
+ 17.0%
$40.77 - $42.27 $33.7K - $34.9K
5.69K $240M
WFC
Wells Fargo & Company

Financial Services
528
+ 105.6%
$66.78 - $81.42 $35.3K - $43K
1.03K $73.8M
SLV
I Shares Silver Trust

ETFs
865
+ 39.35%
$26.93 - $31.32 $23.3K - $27.1K
3.06K $94.9M
META
Meta Platforms, Inc.

Communication Services
66
+ 18.59%
$576.36 - $736.67 $38K - $48.6K
421 $243M
SHEL
Shell PLC

Energy
437
+ 193.36%
$62.84 - $73.29 $27.5K - $32K
663 $48.6M
ETR
Entergy Corp

Utilities
288
+ 46.45%
$75.26 - $87.89 $21.7K - $25.3K
908 $77.6M
VTWO
Vanguard Russell 2000 ETF

ETFs
369
+ 323.68%
$80.08 - $92.93 $29.5K - $34.3K
483 $39M
ALL
Allstate Corp

Financial Services
35
+ 2.71%
$180.99 - $210.18 $6.33K - $7.36K
1.33K $275M
ALLE
Allegion PLC

Industrials
195
+ 39.0%
$123.79 - $135.5 $24.1K - $26.4K
695 $90.7M
CMI
Cummins Inc

Industrials
78
+ 104.0%
$312.92 - $386.07 $24.4K - $30.1K
153 $48M
VGT
Vanguard Information Technolog

ETFs
44
+ 169.23%
$542.38 - $646.34 $23.9K - $28.4K
70 $38M
MPC
Marathon Petroleum Corp

Energy
19
+ 0.67%
$134.72 - $159.03 $2.56K - $3.02K
2.85K $416M
SLB
Schlumberger Limited

Energy
482
+ 1928.0%
$38.4 - $43.74 $18.5K - $21.1K
507 $21.2M
XLI
Industrial Sector Spdr

ETFs
145
+ 26.7%
$128.78 - $141.67 $18.7K - $20.5K
688 $90.2M
IT
Gartner Inc

Technology
44
+ 1466.67%
$418.25 - $548.38 $18.4K - $24.1K
47 $19.7M
EME
Emcor Group, Inc.

Industrials
48
+ 200.0%
$361.16 - $535.99 $17.3K - $25.7K
72 $26.6M
Lam Research Corp
80
+ 0.39%
N/A
20.7K $1.5B
IWR
Ishares Russell Mid Cap ETF

ETFs
342
+ 8.35%
$82.81 - $92.93 $28.3K - $31.8K
4.44K $377M
QUAL
Ishares Msci Usa Quality Facto

ETFs
90
+ 58.44%
$168.16 - $186.21 $15.1K - $16.8K
244 $41.7M
SCHW
Schwab Charles Corp

Financial Services
26
+ 1.16%
$71.24 - $83.64 $1.85K - $2.17K
2.26K $177M
MNST
Monster Beverage Corp

Consumer Defensive
180
+ 750.0%
$46.16 - $58.58 $8.31K - $10.5K
204 $11.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
133
+ 5.32%
$497.6 - $606.74 $66.2K - $80.7K
2.63K $1.31B
CNP
Centerpoint Energy Inc

Utilities
69
+ 5.45%
$30.87 - $36.25 $2.13K - $2.5K
1.33K $48.3M
NSC
Norfolk Southern Corp

Industrials
14
+ 0.75%
$227.69 - $259.76 $3.19K - $3.64K
1.89K $447M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
36
+ 225.0%
$211.47 - $267.17 $7.61K - $9.62K
52 $11M
BA
Boeing CO

Industrials
45
+ 22.73%
$148.15 - $186.25 $6.67K - $8.38K
243 $41.4M
IVE
Ishares S&P 500 Value ETF

ETFs
31
+ 25.0%
$185.78 - $198.58 $5.76K - $6.16K
155 $29.5M
ISRG
Intuitive Surgical Inc

Healthcare
13
+ 24.53%
$476.63 - $610.45 $6.2K - $7.94K
66 $32.7M
KKR
Kkr & Co. Inc.

Financial Services
157
+ 35.68%
$108.17 - $167.07 $17K - $26.2K
597 $69M
UBER
Uber Technologies, Inc

Technology
52
+ 472.73%
$63.17 - $81.49 $3.28K - $4.24K
63 $4.59M
CRWD
Crowd Strike Holdings, Inc.

Technology
9
+ 90.0%
$308.86 - $455.36 $2.78K - $4.1K
19 $6.7M
XLY
Select Sector Spdr Consumer Di

ETFs
19
+ 82.61%
$192.6 - $233.2 $3.66K - $4.43K
42 $8.29M
FTV
Fortive Corp

Technology
32
+ 4.05%
$71.82 - $82.98 $2.3K - $2.66K
822 $60.2M
LOW
Lowes Companies Inc

Consumer Cyclical
330
+ 5.84%
$222.66 - $268.42 $73.5K - $88.6K
5.98K $1.39B
NKE
Nike, Inc.

Consumer Cyclical
52
+ 11.53%
$63.29 - $81.72 $3.29K - $4.25K
503 $31.9M
Fidelity Ethereum Fd
494
+ 52.78%
N/A
1.43K $26.1M
EW
Edwards Lifesciences Corp

Healthcare
115
+ 1.01%
$67.95 - $76.19 $7.81K - $8.76K
11.5K $835M
ORCL
Oracle Corp

Technology
647
+ 17.21%
$139.81 - $186.47 $90.5K - $121K
4.41K $616M
MPWR
Monolithic Power Systems Inc

Technology
6
+ 0.5%
$565.7 - $720.25 $3.39K - $4.32K
1.2K $697M
MS
Morgan Stanley

Financial Services
232
+ 5.53%
$111.68 - $141.08 $25.9K - $32.7K
4.43K $517M
AXP
American Express CO

Financial Services
83
+ 6.76%
$255.39 - $325.87 $21.2K - $27K
1.31K $353M
SPY
Spdr S&P 500 ETF Trust

ETFs
21
+ 2.34%
$551.42 - $612.93 $11.6K - $12.9K
919 $514M
PRU
Prudential Financial Inc

Financial Services
306
+ 4.13%
$105.04 - $122.33 $32.1K - $37.4K
7.72K $863M
PANW
Palo Alto Networks Inc

Technology
222
+ 3.37%
$167.82 - $208.28 $37.3K - $46.2K
6.8K $1.16B
MRK
Merck & Co., Inc.

Healthcare
185
+ 3.06%
$83.01 - $101.02 $15.4K - $18.7K
6.22K $558M
JHMM
John Hancock Multifactor Mid C

ETFs
4.39K
+ 3.61%
$55.69 - $63.12 $245K - $277K
126K $7.22B
HON
Honeywell International Inc

Industrials
85
+ 1.93%
$202.75 - $226.52 $17.2K - $19.3K
4.49K $950M
GOOGL
Alphabet Inc.

Communication Services
445
+ 12.48%
$154.33 - $206.19 $68.7K - $91.8K
4.01K $620M
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
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