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
NEE
Nextera Energy Inc

Utilities
7.11K
New
$69.77 - $85.43 $496K - $607K
7.11K $510M
LOW
Lowes Companies Inc

Consumer Cyclical
2.03K
New
$244.52 - $284.07 $495K - $575K
2.03K $500M
TJX
Tjx Companies Inc

Consumer Cyclical
4.14K
New
$112.15 - $127.2 $464K - $526K
4.14K $500M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
14.5K
New
$34.13 - $37.35 $494K - $541K
14.5K $494M
CAT
Caterpillar Inc

Industrials
1.35K
New
$360.37 - $416.88 $487K - $564K
1.35K $490M
OKE
Oneok Inc

Energy
4.75K
New
$92.28 - $117.05 $438K - $556K
4.75K $477M
AMGN
Amgen Inc

Healthcare
1.82K
New
$258.78 - $328.31 $472K - $599K
1.82K $475M
DLR
Digital Realty Trust, Inc.

Real Estate
2.68K
New
$156.46 - $195.69 $419K - $524K
2.68K $475M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.33K
New
$172.07 - $207.36 $401K - $483K
2.33K $460M
DHR
Danaher Corp

Healthcare
1.97K
New
$226.16 - $274.52 $446K - $541K
1.97K $452M
CSCO
Cisco Systems, Inc.

Technology
7.54K
New
$52.45 - $60.02 $396K - $453K
7.54K $446M
HON
Honeywell International Inc

Industrials
1.96K
New
$202.84 - $236.0 $398K - $463K
1.96K $443M
TRMK
Trustmark Corp

Financial Services
12.2K
New
$30.94 - $39.97 $379K - $490K
12.2K $433M
ARCC
Ares Capital Corp

Financial Services
19.3K
New
$20.74 - $22.27 $401K - $430K
19.3K $423M
XOM
Exxon Mobil Corp

Energy
3.93K
New
$105.51 - $125.37 $414K - $492K
3.93K $422M
BDX
Becton Dickinson & CO

Healthcare
1.84K
New
$220.02 - $243.75 $404K - $448K
1.84K $417M
LHX
L3 Harris Technologies, Inc.

Industrials
1.94K
New
$208.94 - $264.22 $406K - $514K
1.94K $409M
FAST
Fastenal CO

Industrials
5.6K
New
$69.99 - $84.35 $392K - $472K
5.6K $402M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.6K
New
$26.93 - $84.95 $394K - $1.24M
14.6K $399M
PFE
Pfizer Inc

Healthcare
15K
New
$24.8 - $30.19 $372K - $453K
15K $398M
Brookfield Infrastructure CO
9.94K
New
N/A
9.94K $398M
TMUS
T Mobile Us, Inc.

Communication Services
1.72K
New
$206.1 - $246.94 $355K - $425K
1.72K $380M
VLO
Valero Energy Corp

Energy
2.95K
New
$118.59 - $144.02 $349K - $424K
2.95K $361M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
16K
New
$22.43 - $23.09 $360K - $370K
16K $360M
Lam Research Corp
4.93K
New
N/A
4.93K $356M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
2.3K
New
$154.42 - $163.91 $355K - $377K
2.3K $356M
DGX
Quest Diagnostics Inc

Healthcare
2.35K
New
N/A
2.35K $355M
RTX
Raytheon Technologies Corp

Industrials
3.02K
New
$114.45 - $127.21 $345K - $384K
3.02K $349M
SCHA
Schwab Strategic Tr Us Small C

ETFs
12.7K
New
$25.33 - $51.16 $322K - $650K
12.7K $329M
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.6K
New
$25.93 - $105.3 $301K - $1.22M
11.6K $324M
TFC
Truist Financial Corp

Financial Services
7.38K
New
$41.51 - $48.1 $306K - $355K
7.38K $320M
PEP
Pepsico Inc

Consumer Defensive
2.09K
New
$151.29 - $176.1 $315K - $367K
2.09K $317M
DE
Deere & CO

Industrials
734
New
$389.45 - $466.0 $286K - $342K
734 $311M
TSLA
Tesla, Inc.

Consumer Cyclical
737
New
$213.65 - $479.86 $157K - $354K
737 $298M
SYY
Sysco Corp

Consumer Defensive
3.87K
New
$73.63 - $81.77 $285K - $316K
3.87K $296M
VO
Vanguard Mid Cap ETF

ETFs
1.1K
New
$261.5 - $284.63 $287K - $312K
1.1K $289M
PLD
Prologis, Inc.

Real Estate
2.54K
New
$101.4 - $126.96 $257K - $322K
2.54K $268M
TCHP
T Rowe Price Exchange Traded F

Technology
6.32K
New
$39.17 - $43.9 $247K - $277K
6.32K $266M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.07K
New
$77.25 - $91.3 $237K - $280K
3.07K $262M
BSX
Boston Scientific Corp

Healthcare
2.93K
New
$83.62 - $91.5 $245K - $268K
2.93K $262M
PRU
Prudential Financial Inc

Financial Services
2.2K
New
$114.59 - $129.52 $253K - $285K
2.2K $261M
GS
Goldman Sachs Group Inc

Financial Services
450
New
$486.1 - $608.57 $219K - $274K
450 $258M
RF
Regions Financial Corp

Financial Services
10.9K
New
$22.45 - $27.47 $245K - $299K
10.9K $256M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
12.2K
New
$19.38 - $19.58 $237K - $239K
12.2K $237M
UPS
United Parcel Service Inc

Industrials
1.88K
New
$122.65 - $138.35 $230K - $260K
1.88K $237M
META
Meta Platforms, Inc.

Communication Services
403
New
$554.08 - $632.68 $223K - $255K
403 $236M
NXPI
Nxp Semiconductors N.V.

Technology
1.04K
New
$207.27 - $255.58 $215K - $265K
1.04K $215M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
551
New
$260.53 - $404.79 $144K - $223K
551 $211M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.63K
New
$77.86 - $79.27 $205K - $208K
2.63K $205M
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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