Bank Plus Trust Department Incresed Positions in Q1 2025

Bank Plus Trust Department

  • $300 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
2.26K
+ 2329.9%
$555.63 - $630.23 $1.26M - $1.42M
2.36K $1.45B
ABBV
Abb Vie Inc.

Healthcare
34
+ 0.13%
$169.2 - $216.66 $5.75K - $7.37K
26.3K $5.5B
ABT
Abbott Laboratories

Healthcare
1.96K
+ 9.56%
$111.1 - $140.22 $217K - $274K
22.4K $2.97B
AMGN
Amgen Inc

Healthcare
254
+ 3.18%
$258.59 - $327.36 $65.7K - $83.1K
8.24K $2.57B
XOM
Exxon Mobil Corp

Energy
1.51K
+ 7.11%
$105.44 - $118.93 $159K - $180K
22.7K $2.7B
JCPB
J P Morgan Exchange Traded Fd

ETFs
7.98K
+ 20.32%
$45.56 - $47.23 $364K - $377K
47.3K $2.22B
KO
Coca Cola CO

Consumer Defensive
520
+ 1.31%
$60.81 - $72.32 $31.6K - $37.6K
40.3K $2.88B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
59
+ 1.25%
$442.66 - $534.52 $26.1K - $31.5K
4.78K $2.54B
DGX
Quest Diagnostics Inc

Healthcare
954
+ 9.02%
N/A
11.5K $1.95B
JPIE
J P Morgan Exchange Traded Fd
7.08K
+ 43.25%
$45.46 - $46.18 $322K - $327K
23.5K $1.08B
FAST
Fastenal CO

Industrials
1.92K
+ 7.15%
$71.11 - $79.98 $137K - $154K
28.8K $2.23B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.45K
+ 163.58%
$81.83 - $82.73 $282K - $285K
5.55K $459M
EGP
Eastgroup Properties Inc

Real Estate
400
+ 3.43%
$155.63 - $187.46 $62.3K - $75K
12.1K $2.12B
VLO
Valero Energy Corp

Energy
923
+ 7.02%
$121.76 - $142.99 $112K - $132K
14.1K $1.86B
TMUS
T Mobile Us, Inc.

Communication Services
45
+ 0.95%
$211.3 - $272.83 $9.51K - $12.3K
4.78K $1.28B
V
Visa Inc.

Financial Services
129
+ 2.46%
$306.92 - $362.71 $39.6K - $46.8K
5.38K $1.89B
ENB
Enbridge Inc

Energy
3.35K
+ 8.39%
$41.54 - $45.45 $139K - $152K
43.2K $1.92B
RTX
Raytheon Technologies Corp

Industrials
437
+ 4.68%
$114.1 - $135.66 $49.9K - $59.3K
9.78K $1.3B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.9K
+ 419.78%
$51.45 - $58.51 $201K - $228K
4.83K $250M
ARCC
Ares Capital Corp

Financial Services
7.13K
+ 8.9%
$21.28 - $23.81 $152K - $170K
87.3K $1.93B
JPM
Jpmorgan Chase & CO

Financial Services
421
+ 3.3%
$225.19 - $279.95 $94.8K - $118K
13.2K $3.24B
NEE
Nextera Energy Inc

Utilities
2.71K
+ 10.31%
$66.96 - $76.16 $182K - $206K
29K $2.06B
CSCO
Cisco Systems, Inc.

Technology
761
+ 1.58%
$58.74 - $64.87 $44.7K - $49.4K
48.9K $3.01B
TFC
Truist Financial Corp

Financial Services
5.42K
+ 19.75%
$39.48 - $48.15 $214K - $261K
32.9K $1.35B
DE
Deere & CO

Industrials
83
+ 3.12%
$408.57 - $509.27 $33.9K - $42.3K
2.74K $1.29B
PFE
Pfizer Inc

Healthcare
8.61K
+ 17.61%
$25.01 - $27.13 $215K - $233K
57.5K $1.46B
PG
Procter & Gamble CO

Consumer Defensive
406
+ 1.78%
$158.56 - $176.26 $64.4K - $71.6K
23.3K $3.96B
Brookfield Infrastructure Corp.
6.41K
+ 24.32%
N/A
32.7K $1.18B
BSX
Boston Scientific Corp

Healthcare
157
+ 1.91%
$89.38 - $106.18 $14K - $16.7K
8.4K $847M
JNJ
Johnson & Johnson

Healthcare
301
+ 11.11%
$142.06 - $167.7 $42.8K - $50.5K
3.01K $499M
UNH
Unitedhealth Group Inc

Healthcare
96
+ 3.33%
$461.52 - $548.18 $44.3K - $52.6K
2.98K $1.56B
OKE
Oneok Inc

Energy
1.31K
+ 5.32%
$89.57 - $109.85 $117K - $144K
25.9K $2.57B
MA
Mastercard Inc

Financial Services
144
+ 15.11%
$504.67 - $576.31 $72.7K - $83K
1.1K $601M
NFLX
Netflix Inc

Communication Services
85
+ 18.85%
$828.4 - $1058.6 $70.4K - $90K
536 $500M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
195
+ 93.3%
$507.05 - $563.67 $98.9K - $110K
404 $208M
DIS
Walt Disney CO

Communication Services
2.72K
+ 19.21%
$96.87 - $114.0 $264K - $310K
16.9K $1.67B
IEFA
Ishares Tr

ETFs
1.02K
+ 186.34%
$69.57 - $78.65 $71.2K - $80.5K
1.57K $119M
SBUX
Starbucks Corp

Consumer Cyclical
660
+ 297.3%
$91.75 - $115.81 $60.6K - $76.4K
882 $86.5M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.36K
+ 29.13%
$36.91 - $41.03 $50.2K - $55.8K
6.03K $239M
MLI
Mueller Industries Inc

Industrials
1.01K
+ 22.34%
$76.14 - $82.67 $76.9K - $83.5K
5.53K $421M
ADBE
Adobe Inc.

Technology
162
+ 8100.0%
$377.84 - $464.11 $61.2K - $75.2K
164 $62.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.07K
+ 233.77%
$57.21 - $65.8 $61.4K - $70.6K
1.53K $89.4M
SO
Southern CO

Utilities
29
+ 0.49%
$80.96 - $92.96 $2.35K - $2.7K
6.01K $552M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
578
+ 115.6%
$102.49 - $119.96 $59.2K - $69.3K
1.08K $113M
SYY
Sysco Corp

Consumer Defensive
1.04K
+ 5.9%
$70.0 - $77.13 $72.9K - $80.4K
18.7K $1.4B
NOW
Service Now, Inc.

Technology
71
+ 507.14%
$783.83 - $1170.39 $55.7K - $83.1K
85 $67.7M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
778
+ 5.8%
$51.52 - $52.37 $40.1K - $40.7K
14.2K $743M
ZTS
Zoetis Inc.

Healthcare
253
+ 8.0%
$156.48 - $175.67 $39.6K - $44.4K
3.41K $562M
BDX
Becton Dickinson & CO

Healthcare
133
+ 2.37%
$222.79 - $249.08 $29.6K - $33.1K
5.74K $1.32B
Activity Summary
Buys All Purchases 161 New Holdings 48 Increased Positions 113 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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