Bank Plus Wealth Management LLC Purchases in Q3 2025

Bank Plus Wealth Management LLC

  • $170 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.51K
+ 2.07%
$620.67 - $670.08 $940K - $1.01M
74.6K $49.9B
AAPL
Apple Inc.

Technology
1.4K
+ 5.96%
$202.38 - $256.87 $284K - $360K
24.9K $6.35B
IQLT
Ishares Msci Intl Quality Fact

ETFs
23.3K
+ 43.15%
$41.43 - $44.2 $967K - $1.03M
77.4K $3.42B
JCPB
J P Morgan Exchange Traded Fd

ETFs
19.7K
+ 7.39%
$46.37 - $47.77 $915K - $943K
287K $13.6B
NVDA
Nvidia Corp

Technology
3.02K
+ 33.02%
$153.3 - $186.58 $463K - $564K
12.2K $2.27B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.62K
+ 36.36%
$225.11 - $247.9 $589K - $649K
9.82K $2.43B
RDVY
First Trust Rising Dividend Ac

ETFs
9.87K
+ 35.58%
$62.38 - $67.29 $615K - $664K
37.6K $2.53B
JPIE
J P Morgan Exchange Traded Fd
12.4K
+ 8.05%
$46.01 - $46.55 $569K - $576K
166K $7.7B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.2K
+ 38.54%
$42.67 - $46.91 $436K - $479K
36.7K $1.72B
IWM
Ishares Russell 2000 ETF

ETFs
786
+ 5.46%
$214.92 - $244.84 $169K - $192K
15.2K $3.68B
SCHA
Schwab Strategic Tr Us Small C

ETFs
10.8K
+ 35.11%
$25.29 - $28.33 $274K - $307K
41.7K $1.16B
TOTR
T Rowe Price Exchange Traded F

ETFs
8.41K
+ 10.91%
$40.14 - $41.24 $338K - $347K
85.5K $3.49B
MLI
Mueller Industries Inc

Industrials
3.15K
New
$82.07 - $101.7 $259K - $321K
3.15K $319M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.33K
+ 11.43%
$107.66 - $112.36 $251K - $262K
22.7K $2.53B
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.3K
+ 6.66%
$72.57 - $74.72 $240K - $247K
52.9K $3.93B
ASML
Asml Holding Nv

Technology
238
New
$689.63 - $968.09 $164K - $230K
238 $230M
ABBV
Abb Vie Inc.

Healthcare
144
+ 3.43%
$184.85 - $231.54 $26.6K - $33.3K
4.35K $1.01B
JNJ
Johnson & Johnson

Healthcare
1.19K
New
$155.17 - $185.42 $185K - $221K
1.19K $221M
EFG
Msci Eafe Growth ETF

ETFs
1.43K
+ 4.85%
$106.99 - $114.46 $153K - $164K
31K $3.52B
GOOG
Alphabet Inc.

Communication Services
37
+ 1.19%
$175.16 - $255.24 $6.48K - $9.44K
3.14K $766M
CVX
Chevron Corp

Energy
1.33K
New
$145.57 - $161.83 $193K - $215K
1.33K $206M
Lam Research Corp
52
+ 0.99%
N/A
5.3K $710M
META
Meta Platforms, Inc.

Communication Services
253
+ 57.11%
$695.21 - $791.73 $176K - $200K
696 $512M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.04%
$174.36 - $254.72 $174 - $255
2.7K $657M
TSLA
Tesla, Inc.

Consumer Cyclical
184
+ 26.36%
$293.94 - $444.72 $54.1K - $81.8K
882 $392M
HGLB
Highland Global Allocation Fund

N/A
16K
New
$8.15 - $9.04 $130K - $145K
16K $145M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
1.44K
+ 16.02%
$95.22 - $96.21 $137K - $139K
10.5K $1.01B
JHMM
John Hancock Multifactor Mid C

ETFs
695
+ 2.56%
$61.22 - $65.26 $42.5K - $45.4K
27.8K $1.8B
FSCO
Fs Cr Opportunities Corp Com
20K
New
N/A
20K $138M
VLO
Valero Energy Corp

Energy
100
+ 2.98%
$131.77 - $175.63 $13.2K - $17.6K
3.46K $589M
LHX
L3 Harris Technologies, Inc.

Industrials
71
+ 3.37%
$252.18 - $305.41 $17.9K - $21.7K
2.18K $665M
IWR
Ishares Russell Mid Cap ETF

ETFs
409
+ 2.01%
$92.26 - $97.51 $37.7K - $39.9K
20.7K $2B
CAT
Caterpillar Inc

Industrials
16
+ 1.15%
$390.92 - $477.15 $6.25K - $7.63K
1.41K $673M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
5.53K
+ 31.92%
$22.68 - $23.2 $125K - $128K
22.8K $527M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
35
+ 1.55%
$224.68 - $282.71 $7.86K - $9.89K
2.29K $640M
GRMN
Garmin LTD

Technology
23
+ 0.78%
$211.13 - $246.22 $4.86K - $5.66K
2.99K $735M
BX
Blackstone Inc.

Financial Services
196
+ 5.91%
$152.77 - $188.68 $29.9K - $37K
3.52K $600M
FAST
Fastenal CO

Industrials
396
+ 3.33%
$42.47 - $50.39 $16.8K - $20K
12.3K $603M
HD
Home Depot, Inc.

Consumer Cyclical
67
+ 3.52%
$357.4 - $423.42 $23.9K - $28.4K
1.97K $798M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
11.5K
New
$7.98 - $8.29 $91.8K - $95.4K
11.5K $94.4M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
1.83K
+ 5.12%
$41.55 - $42.82 $76K - $78.4K
37.6K $1.6B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.71K
+ 34.12%
$19.49 - $19.61 $91.7K - $92.3K
18.5K $362M
ENB
Enbridge Inc

Energy
382
+ 2.71%
$43.79 - $50.46 $16.7K - $19.3K
14.5K $730M
PULS
Pgim ETF Tr

ETFs
1.82K
+ 38.73%
$49.58 - $49.83 $90.1K - $90.5K
6.51K $324M
TJX
Tjx Companies Inc

Consumer Cyclical
33
+ 0.85%
$121.35 - $144.54 $4K - $4.77K
3.9K $563M
NEE
Nextera Energy Inc

Utilities
498
+ 6.34%
$69.77 - $77.54 $34.7K - $38.6K
8.36K $631M
GS
Goldman Sachs Group Inc

Financial Services
52
+ 11.38%
$696.56 - $806.32 $36.2K - $41.9K
509 $406M
LOW
Lowes Companies Inc

Consumer Cyclical
50
+ 2.47%
$215.01 - $273.02 $10.8K - $13.7K
2.07K $521M
QQQ
Invesco Qqq Trust, Series 1

ETFs
22
+ 1.99%
$546.99 - $602.2 $12K - $13.2K
1.13K $676M
Activity Summary
Buys All Purchases 93 New Holdings 8 Increased Positions 85 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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