Bank Plus Wealth Management LLC Purchases in Q4 2024

Bank Plus Wealth Management LLC

  • $134 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
58K
New
$570.51 - $610.59 $33.1M - $35.4M
58K $34.2B
JCPB
J P Morgan Exchange Traded Fd

ETFs
222K
New
$46.07 - $48.17 $10.2M - $10.7M
222K $10.2B
JPIE
J P Morgan Exchange Traded Fd
139K
New
$45.59 - $46.25 $6.35M - $6.44M
139K $6.36B
AAPL
Apple Inc.

Technology
24.4K
New
$221.69 - $259.02 $5.41M - $6.32M
24.4K $6.11B
RDVY
First Trust Rising Dividend Ac

ETFs
65.3K
New
$58.65 - $64.37 $3.83M - $4.2M
65.3K $3.86B
SPY
Spdr S&P 500 ETF Trust

ETFs
6.05K
New
$567.81 - $607.81 $3.43M - $3.68M
6.05K $3.55B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
57.8K
New
$56.06 - $61.35 $3.24M - $3.55M
57.8K $3.26B
MSFT
Microsoft Corp

Technology
7.2K
New
$406.35 - $454.46 $2.93M - $3.27M
7.2K $3.04B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
26K
New
$103.6 - $112.52 $2.69M - $2.93M
26K $2.73B
IWM
Ishares Russell 2000 ETF

ETFs
11.8K
New
$216.13 - $242.4 $2.55M - $2.86M
11.8K $2.61B
EFG
Msci Eafe Growth ETF

ETFs
25.6K
New
$96.83 - $106.88 $2.48M - $2.73M
25.6K $2.48B
BND
Vanguard Bd Index Fd Inc Total

ETFs
32.5K
New
$71.75 - $75.11 $2.33M - $2.44M
32.5K $2.33B
NVDA
Nvidia Corp

Technology
16.6K
New
$117.0 - $148.88 $1.94M - $2.47M
16.6K $2.23B
IWR
Ishares Russell Mid Cap ETF

ETFs
23K
New
$87.25 - $95.52 $2.01M - $2.2M
23K $2.03B
PG
Procter & Gamble CO

Consumer Defensive
9.24K
New
$161.05 - $179.7 $1.49M - $1.66M
9.24K $1.55B
JHMM
John Hancock Multifactor Mid C

ETFs
23K
New
$59.61 - $64.8 $1.37M - $1.49M
23K $1.38B
LQD
Ishares Iboxx $ Investment Gra

ETFs
12K
New
$106.56 - $113.11 $1.27M - $1.35M
12K $1.28B
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
28.3K
New
$41.16 - $43.15 $1.17M - $1.22M
28.3K $1.17B
V
Visa Inc.

Financial Services
3.34K
New
$273.87 - $320.91 $913K - $1.07M
3.34K $1.05B
AMZN
Amazon Com Inc

Consumer Cyclical
4.33K
New
$180.88 - $232.93 $783K - $1.01M
4.33K $950M
AJG
Arthur J. Gallagher & Co.

Financial Services
3.33K
New
$278.49 - $315.16 $927K - $1.05M
3.33K $945M
VTI
Vanguard Total Stock Market Et

ETFs
3.26K
New
$280.04 - $302.45 $913K - $986K
3.26K $945M
PGR
Progressive Corp

Financial Services
3.79K
New
$239.6 - $268.88 $908K - $1.02M
3.79K $908M
IQLT
Ishares Msci Intl Quality Fact

ETFs
23.3K
New
$37.12 - $41.23 $866K - $961K
23.3K $866M
ADP
Automatic Data Processing Inc

Industrials
2.88K
New
$280.08 - $307.97 $807K - $888K
2.88K $844M
JPM
Jpmorgan Chase & CO

Financial Services
3.49K
New
$205.18 - $250.29 $716K - $873K
3.49K $836M
ABT
Abbott Laboratories

Healthcare
7.25K
New
$111.93 - $119.39 $811K - $865K
7.25K $819M
TXN
Texas Instruments Inc

Technology
4.23K
New
N/A
4.23K $792M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
8.31K
New
$94.79 - $95.69 $787K - $795K
8.31K $789M
GWW
W.W. Grainger, Inc.

Industrials
731
New
$1023.06 - $1220.93 $748K - $892K
731 $770M
LLY
Eli Lilly & CO

Healthcare
987
New
$727.2 - $932.06 $718K - $920K
987 $761M
ABBV
Abb Vie Inc.

Healthcare
4.14K
New
$164.99 - $203.87 $684K - $845K
4.14K $736M
CRM
Salesforce, Inc.

Technology
2.19K
New
$270.87 - $367.87 $594K - $807K
2.19K $734M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.48K
New
$198.04 - $221.51 $688K - $770K
3.48K $731M
HD
Home Depot, Inc.

Consumer Cyclical
1.87K
New
$385.02 - $431.37 $721K - $808K
1.87K $728M
ACN
Accenture PLC

Technology
2.04K
New
$343.9 - $376.86 $703K - $770K
2.04K $719M
LMT
Lockheed Martin Corp

Industrials
1.42K
New
$479.66 - $614.62 $680K - $872K
1.42K $689M
GRMN
Garmin LTD

Technology
3.24K
New
$161.91 - $220.77 $524K - $715K
3.24K $668M
COST
Costco Wholesale Corp

Consumer Defensive
701
New
$873.59 - $994.69 $612K - $697K
701 $643M
GOOG
Alphabet Inc.

Communication Services
3.15K
New
$163.08 - $198.16 $513K - $623K
3.15K $599M
PANW
Palo Alto Networks Inc

Technology
3.25K
New
$181.96 - $405.9 $592K - $1.32M
3.25K $592M
ENB
Enbridge Inc

Energy
13.4K
New
$40.4 - $43.92 $540K - $587K
13.4K $567M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.1K
New
$481.22 - $538.17 $531K - $594K
1.1K $564M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
14.3K
New
$38.37 - $42.82 $549K - $613K
14.3K $549M
BX
Blackstone Inc.

Financial Services
3.17K
New
$148.45 - $199.05 $470K - $630K
3.17K $546M
DIS
Walt Disney CO

Communication Services
4.89K
New
$92.39 - $117.6 $452K - $575K
4.89K $545M
BMY
Bristol Myers Squibb CO

Healthcare
9.21K
New
$51.92 - $59.94 $478K - $552K
9.21K $521M
DIAL
Columbia ETF Tr I Diversified

ETFs
29.4K
New
$17.52 - $18.45 $515K - $542K
29.4K $515M
GOOGL
Alphabet Inc.

Communication Services
2.71K
New
$161.86 - $196.66 $439K - $533K
2.71K $513M
Activity Summary
Buys All Purchases 104 New Holdings 104 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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