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 Market Cap. of $10 Billions to $200 Billions
