Bank Plus Wealth Management LLC Incresed Positions in Q2 2025

Bank Plus Wealth Management LLC

  • $151 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
5.03K
+ 53.59%
$174.82 - $215.79 $879K - $1.08M
14.4K $3.11B
JCPB
J P Morgan Exchange Traded Fd

ETFs
21.6K
+ 8.83%
$45.9 - $47.2 $993K - $1.02M
267K $12.6B
MSFT
Microsoft Corp

Technology
225
+ 3.15%
$354.56 - $497.45 $79.8K - $112K
7.36K $3.66B
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.9K
+ 31.41%
$72.02 - $73.82 $854K - $875K
49.6K $3.65B
IQLT
Ishares Msci Intl Quality Fact

ETFs
11.3K
+ 26.35%
$35.9 - $43.76 $405K - $493K
54.1K $2.34B
EFG
Msci Eafe Growth ETF

ETFs
2.16K
+ 7.88%
$89.8 - $112.0 $194K - $241K
29.5K $3.31B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.6K
+ 28.54%
$171.4 - $227.1 $274K - $363K
7.2K $1.63B
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.87K
+ 23.48%
$105.23 - $109.61 $408K - $425K
20.4K $2.23B
RDVY
First Trust Rising Dividend Ac

ETFs
4.89K
+ 21.42%
$51.6 - $62.74 $252K - $307K
27.7K $1.74B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.62K
+ 40.3%
$34.72 - $42.74 $264K - $326K
26.5K $1.13B
JPIE
J P Morgan Exchange Traded Fd
5.95K
+ 4.03%
$45.12 - $46.32 $268K - $275K
154K $7.11B
VO
Vanguard Mid Cap ETF

ETFs
797
+ 30.02%
$228.54 - $279.83 $182K - $223K
3.45K $966M
JHMM
John Hancock Multifactor Mid C

ETFs
2.21K
+ 8.87%
$50.32 - $61.13 $111K - $135K
27.1K $1.66B
DIAL
Columbia ETF Tr I Diversified

ETFs
10.7K
+ 27.66%
$17.43 - $18.18 $187K - $195K
49.5K $901M
JPM
Jpmorgan Chase & CO

Financial Services
100
+ 2.91%
$210.28 - $289.91 $21K - $29K
3.54K $1.03B
TXN
Texas Instruments Inc

Technology
229
+ 5.26%
N/A
4.58K $951M
DIS
Walt Disney CO

Communication Services
69
+ 1.21%
$81.72 - $124.01 $5.64K - $8.56K
5.77K $716M
AMZN
Amazon Com Inc

Consumer Cyclical
108
+ 2.63%
$167.32 - $223.3 $18.1K - $24.1K
4.21K $923M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
28
+ 1.26%
$141.37 - $228.57 $3.96K - $6.4K
2.26K $511M
INTU
Intuit Inc

Technology
58
+ 11.05%
$544.07 - $787.63 $31.6K - $45.7K
583 $460M
Lam Research Corp
105
+ 2.04%
N/A
5.25K $511M
PANW
Palo Alto Networks Inc

Technology
42
+ 1.34%
$152.44 - $204.64 $6.4K - $8.59K
3.18K $650M
DLR
Digital Realty Trust, Inc.

Real Estate
96
+ 3.42%
$136.11 - $177.69 $13.1K - $17.1K
2.9K $505M
LHX
L3 Harris Technologies, Inc.

Industrials
45
+ 2.18%
$200.21 - $256.99 $9.01K - $11.6K
2.11K $528M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
2.19K
+ 6.53%
$41.2 - $42.29 $90.4K - $92.8K
35.8K $1.51B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.09%
$416.06 - $551.64 $416 - $552
1.1K $609M
CAT
Caterpillar Inc

Industrials
19
+ 1.38%
$273.94 - $388.21 $5.2K - $7.38K
1.39K $541M
CSCO
Cisco Systems, Inc.

Technology
287
+ 3.74%
$53.19 - $69.38 $15.3K - $19.9K
7.97K $553M
GOOG
Alphabet Inc.

Communication Services
69
+ 2.27%
$146.58 - $180.01 $10.1K - $12.4K
3.11K $551M
GS
Goldman Sachs Group Inc

Financial Services
5
+ 1.11%
$462.22 - $707.75 $2.31K - $3.54K
457 $323M
META
Meta Platforms, Inc.

Communication Services
6
+ 1.37%
$484.66 - $738.09 $2.91K - $4.43K
443 $328M
Brookfield Infrastructure CO
272
+ 2.61%
N/A
10.7K $445M
GOOGL
Alphabet Inc.

Communication Services
16
+ 0.6%
$144.7 - $178.6 $2.32K - $2.86K
2.7K $476M
FAST
Fastenal CO

Industrials
6.14K
+ 106.6%
$40.65 - $83.16 $250K - $511K
11.9K $500M
NXPI
Nxp Semiconductors N.V.

Technology
99
+ 9.29%
$153.5 - $218.72 $15.2K - $21.7K
1.17K $254M
HON
Honeywell International Inc

Industrials
43
+ 2.21%
$182.86 - $232.88 $7.86K - $10K
1.99K $463M
RTX
Raytheon Technologies Corp

Industrials
54
+ 1.79%
$113.75 - $148.48 $6.14K - $8.02K
3.07K $449M
BX
Blackstone Inc.

Financial Services
100
+ 3.11%
$120.07 - $151.11 $12K - $15.1K
3.32K $496M
GWW
W.W. Grainger, Inc.

Industrials
7
+ 0.95%
$919.93 - $1101.66 $6.44K - $7.71K
742 $771M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
484
+ 5.68%
$94.78 - $95.97 $45.9K - $46.4K
9.01K $863M
ADP
Automatic Data Processing Inc

Industrials
104
+ 3.61%
$276.76 - $326.81 $28.8K - $34K
2.99K $921M
AMGN
Amgen Inc

Healthcare
362
+ 19.2%
$262.28 - $309.85 $94.9K - $112K
2.25K $627M
DE
Deere & CO

Industrials
16
+ 1.98%
$412.99 - $531.48 $6.61K - $8.5K
823 $418M
PYPL
Pay Pal Holdings, Inc.

Financial Services
92
+ 2.95%
$57.41 - $74.81 $5.28K - $6.88K
3.21K $239M
DGX
Quest Diagnostics Inc

Healthcare
55
+ 2.28%
N/A
2.47K $443M
HD
Home Depot, Inc.

Consumer Cyclical
88
+ 4.85%
$335.24 - $380.78 $29.5K - $33.5K
1.9K $697M
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.29%
$908.13 - $1056.85 $1.82K - $2.11K
683 $677M
VLO
Valero Energy Corp

Energy
173
+ 5.43%
$104.69 - $141.77 $18.1K - $24.5K
3.36K $451M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
1.13K
+ 6.99%
$22.03 - $22.83 $24.9K - $25.8K
17.3K $395M
Activity Summary
Buys All Purchases 86 New Holdings 4 Increased Positions 82 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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