Bank Plus Trust Department Reduced Holdings in Q1 2025

Bank Plus Trust Department

  • $300 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-6.83K
- 10.08%
$106.98 - $149.43 $731K - $1.02M
60.9K $6.6B
AAPL
Apple Inc.

Technology
-994
- 1.97%
$209.68 - $247.1 $208K - $246K
49.4K $11B
MSFT
Microsoft Corp

Technology
-131
- 0.4%
$375.39 - $447.2 $49.2K - $58.6K
32.8K $12.3B
TSLA
Tesla, Inc.

Consumer Cyclical
-1.07K
- 22.67%
$222.15 - $428.22 $237K - $458K
3.65K $945M
UPS
United Parcel Service Inc

Industrials
-5.4K
- 82.6%
$109.66 - $136.26 $592K - $736K
1.14K $125M
PEP
Pepsico Inc

Consumer Defensive
-4.2K
- 61.66%
$142.64 - $156.42 $599K - $657K
2.61K $392M
STZ
Constellation Brands, Inc.

Consumer Defensive
-2.35K
- 92.3%
$161.05 - $222.93 $378K - $524K
196 $36M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-7.84K
- 79.54%
$56.12 - $68.15 $440K - $534K
2.02K $137M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-390
- 14.54%
$283.06 - $421.16 $110K - $164K
2.29K $649M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-68
- 1.09%
$468.34 - $539.52 $31.8K - $36.7K
6.15K $2.88B
GWW
W.W. Grainger, Inc.

Industrials
-7
- 0.17%
$953.54 - $1132.42 $6.67K - $7.93K
4.15K $4.1B
TJX
Tjx Companies Inc

Consumer Cyclical
-2.48K
- 9.53%
$112.81 - $126.16 $280K - $313K
23.5K $2.87B
HD
Home Depot, Inc.

Consumer Cyclical
-49
- 0.58%
$347.25 - $424.87 $17K - $20.8K
8.47K $3.1B
TGT
Target Corp

Consumer Defensive
-1.36K
- 82.19%
$103.65 - $142.5 $141K - $193K
294 $30.7M
AVGO
Broadcom Inc.

Technology
-21
- 0.78%
$167.43 - $244.7 $3.52K - $5.14K
2.66K $445M
LHX
L3 Harris Technologies, Inc.

Industrials
-684
- 11.11%
$194.65 - $222.86 $133K - $152K
5.48K $1.15B
TXN
Texas Instruments Inc

Technology
-50
- 0.29%
N/A
17.3K $3.11B
MRVL
Marvell Technology, Inc.

Technology
-275
- 11.76%
$61.57 - $126.06 $16.9K - $34.7K
2.06K $127M
PKW
Invesco Exchange Traded Fd Tr

ETFs
-893
- 7.33%
$109.15 - $120.99 $97.5K - $108K
11.3K $1.27B
VUG
Vanguard Growth ETF

ETFs
-110
- 5.44%
$369.1 - $427.61 $40.6K - $47K
1.91K $709M
PLTR
Palantir Technologies Inc.

Technology
-1.81K
- 35.1%
$64.98 - $124.62 $118K - $225K
3.35K $282M
CUZ
Cousins Properties Inc

Real Estate
-3.36K
- 72.58%
$28.06 - $31.21 $94.3K - $105K
1.27K $37.4M
DHR
Danaher Corp

Healthcare
-14
- 0.41%
$201.62 - $250.59 $2.82K - $3.51K
3.37K $690M
RNST
Renasant Corp

Financial Services
-1.93K
- 17.3%
$33.29 - $39.39 $64.2K - $76K
9.22K $313M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-3.64K
- 4.64%
$20.64 - $20.73 $75.1K - $75.4K
74.8K $1.55B
IJS
Ishares S&P Smallcap 600 Value

ETFs
-645
- 81.54%
$96.3 - $112.23 $62.1K - $72.4K
146 $14.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-64
- 5.37%
$360.07 - $417.26 $23K - $26.7K
1.13K $407M
WMT
Walmart Inc.

Consumer Defensive
-75
- 0.33%
$84.5 - $105.05 $6.34K - $7.88K
22.9K $2.01B
GRMN
Garmin LTD

Technology
-670
- 8.91%
$204.55 - $241.93 $137K - $162K
6.85K $1.49B
PLD
Prologis, Inc.

Real Estate
-1.11K
- 10.81%
$103.59 - $124.04 $115K - $138K
9.18K $1.03B
DOW
Dow Inc.

Basic Materials
-1.46K
- 72.83%
$34.36 - $41.92 $50.2K - $61.2K
545 $19M
CB
Chubb LTD

Financial Services
-291
- 25.26%
$257.71 - $301.99 $75K - $87.9K
861 $260M
QNST
Quinstreet, Inc

Communication Services
-709
- 8.27%
$17.0 - $25.17 $12.1K - $17.8K
7.87K $140M
GDDY
Go Daddy Inc.

Technology
-128
- 6.45%
$172.13 - $214.35 $22K - $27.4K
1.86K $335M
ETN
Eaton Corp PLC

Industrials
-15
- 1.95%
$271.83 - $371.23 $4.08K - $5.57K
753 $205M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-314
- 1.93%
$53.6 - $58.97 $16.8K - $18.5K
15.9K $872M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-24
- 5.97%
$111.56 - $223.11 $2.68K - $5.35K
378 $42.3M
VTI
Vanguard Total Stock Market Et

ETFs
-71
- 6.43%
$271.18 - $303.12 $19.3K - $21.5K
1.03K $284M
EOG
Eog Resources Inc

Energy
-305
- 38.46%
$120.54 - $138.05 $36.8K - $42.1K
488 $62.6M
GS
Goldman Sachs Group Inc

Financial Services
-5
- 0.43%
$524.81 - $672.19 $2.62K - $3.36K
1.16K $633M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-68
- 11.41%
$302.31 - $337.54 $20.6K - $23K
528 $162M
VRRM
Verra Mobility Corp

Industrials
-546
- 7.19%
$19.76 - $26.87 $10.8K - $14.7K
7.05K $159M
MSI
Motorola Solutions, Inc.

Technology
-34
- 9.94%
$411.73 - $482.1 $14K - $16.4K
308 $135M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-156
- 19.07%
$61.31 - $83.44 $9.56K - $13K
662 $40.6M
AYI
Acuity Brands Inc

Industrials
-48
- 20.25%
$257.8 - $337.07 $12.4K - $16.2K
189 $49.8M
POOL
Pool Corp

Industrials
-28
- 6.54%
$314.92 - $364.31 $8.82K - $10.2K
400 $127M
TSCO
Tractor Supply CO

Consumer Cyclical
-365
- 42.2%
$51.66 - $57.94 $18.9K - $21.1K
500 $27.6M
CODI
Compass Diversified Holdings

Industrials
-489
- 26.16%
$18.67 - $22.9 $9.13K - $11.2K
1.38K $25.8M
RDVY
First Trust Rising Dividend Ac

ETFs
-221
- 5.51%
$57.22 - $63.39 $12.6K - $14K
3.79K $222M
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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