Bank Plus Wealth Management LLC Portfolio Holdings

Bank Plus Wealth Management LLC

  • $151 Billion
  • Q2 2025

Bank Plus Wealth Management LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $151 Billion distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $45.4B, J P Morgan Exchange Traded Fd with a value of $12.6B, J P Morgan Exchange Traded Fd with a value of $7.11B, Apple Inc. with a value of $4.83B, and Microsoft Corp with a value of $3.66B.

Examining the 13F form we can see an increase of $14.6B in the current position value, from $136B to 151B.

Bank Plus Wealth Management LLC is based out at Jackson, MS

Below you can find more details about Bank Plus Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $151 Billion
ETFs: $97.1 Billion
Technology: $15.4 Billion
Financial Services: $6.98 Billion
Healthcare: $5.44 Billion
Industrials: $5.24 Billion
Consumer Defensive: $3.06 Billion
Consumer Cyclical: $2.94 Billion
Communication Services: $2.85 Billion
Other: $3.61 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$282B
$412 Million 0.27% of portfolio
1,730
Q2 2025 Added 2.06%
$142B
$380 Million 0.25% of portfolio
1,924
Q2 2025 Added 0.21%
$567B
$364 Million 0.24% of portfolio
272
Q2 2025 New
$59.7B
$348 Million 0.23% of portfolio
8,090
Q2 2025 Added 2.28%
$39.5B
$339 Million 0.22% of portfolio
4,472
Q2 2025 Added 3.98%
$1.62T
$328 Million 0.22% of portfolio
443
Q2 2025 Added 1.37%
$241B
$323 Million 0.21% of portfolio
457
Q2 2025 Added 1.11%
$98.3B
$314 Million 0.21% of portfolio
2,983
Q2 2025 Added 6.84%
$150B
$306 Million 0.2% of portfolio
2,849
Q2 2025 Added 1.17%
$22.9B
$261 Million 0.17% of portfolio
11,116
Q2 2025 Added 1.05%
$59B
$254 Million 0.17% of portfolio
1,165
Q2 2025 Added 9.29%
$102B
$234 Million 0.16% of portfolio
2,545
Q2 2025 Added 8.21%
$33.5B
$241 Million 0.16% of portfolio
329
Q2 2025 New
$85.4B
$239 Million 0.16% of portfolio
3,213
Q2 2025 Added 2.95%
$51.6B
$229 Million 0.15% of portfolio
1,331
Q2 2025 Reduced 27.66%
$1.01T
$222 Million 0.15% of portfolio
698
Q2 2025 New
$11.4B
$171 Million 0.11% of portfolio
12,421
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $151 Billion
  • Prior Value $136 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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