Bank Plus Trust Department Incresed Positions in Q2 2025

Bank Plus Trust Department

  • $338 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.88K
+ 1.44%
$498.8 - $620.9 $939K - $1.17M
133K $82.4B
MSFT
Microsoft Corp

Technology
1.06K
+ 3.25%
$354.56 - $497.45 $377K - $529K
33.8K $16.8B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.41K
+ 22.85%
$416.06 - $551.64 $585K - $776K
7.56K $4.17B
JPM
Jpmorgan Chase & CO

Financial Services
1.43K
+ 10.84%
$210.28 - $289.91 $301K - $415K
14.6K $4.24B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.23K
+ 133.3%
$496.48 - $617.85 $608K - $757K
2.14K $1.32B
CAT
Caterpillar Inc

Industrials
1.33K
+ 27.11%
$273.94 - $388.21 $363K - $514K
6.21K $2.41B
TXN
Texas Instruments Inc

Technology
1.5K
+ 8.66%
N/A
18.8K $3.9B
AMGN
Amgen Inc

Healthcare
3.43K
+ 41.58%
$262.28 - $309.85 $898K - $1.06M
11.7K $3.26B
INTU
Intuit Inc

Technology
270
+ 11.46%
$544.07 - $787.63 $147K - $213K
2.63K $2.07B
Lam Research Corp
592
+ 2.86%
N/A
21.3K $2.07B
PANW
Palo Alto Networks Inc

Technology
1.55K
+ 22.77%
$152.44 - $204.64 $236K - $317K
8.35K $1.71B
AXP
American Express CO

Financial Services
1.51K
+ 115.33%
$231.39 - $318.98 $350K - $482K
2.82K $900M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.04K
+ 5457.89%
$321.63 - $509.31 $334K - $528K
1.06K $538M
DIS
Walt Disney CO

Communication Services
826
+ 4.89%
$81.72 - $124.01 $67.5K - $102K
17.7K $2.2B
CSCO
Cisco Systems, Inc.

Technology
2.04K
+ 4.17%
$53.19 - $69.38 $108K - $141K
50.9K $3.53B
C
Citigroup Inc

Financial Services
5.88K
+ 657.09%
$58.13 - $85.12 $342K - $501K
6.78K $577M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
53
+ 0.65%
$141.37 - $228.57 $7.49K - $12.1K
8.17K $1.85B
HON
Honeywell International Inc

Industrials
1.66K
+ 36.97%
$182.86 - $232.88 $303K - $386K
6.14K $1.43B
GWW
W.W. Grainger, Inc.

Industrials
210
+ 5.07%
$919.93 - $1101.66 $193K - $231K
4.36K $4.53B
WMT
Walmart Inc.

Consumer Defensive
1.95K
+ 8.49%
$81.79 - $99.98 $159K - $195K
24.9K $2.43B
XOM
Exxon Mobil Corp

Energy
6.1K
+ 26.83%
$99.93 - $119.04 $610K - $726K
28.8K $3.11B
Brookfield Infrastructure Corp.
5.23K
+ 15.98%
N/A
38K $1.58B
BX
Blackstone Inc.

Financial Services
1.4K
+ 7.76%
$120.07 - $151.11 $168K - $212K
19.4K $2.91B
AVGO
Broadcom Inc.

Technology
355
+ 13.36%
$146.29 - $275.65 $51.9K - $97.9K
3.01K $831M
IQLT
Ishares Msci Intl Quality Fact

ETFs
8.25K
+ 136.9%
$35.9 - $43.76 $296K - $361K
14.3K $617M
ABT
Abbott Laboratories

Healthcare
2.11K
+ 9.4%
$123.95 - $138.08 $261K - $291K
24.5K $3.33B
FAST
Fastenal CO

Industrials
33K
+ 114.47%
$40.65 - $83.16 $1.34M - $2.74M
61.8K $2.59B
LMT
Lockheed Martin Corp

Industrials
520
+ 8.49%
$430.82 - $486.45 $224K - $253K
6.64K $3.08B
LHX
L3 Harris Technologies, Inc.

Industrials
379
+ 6.92%
$200.21 - $256.99 $75.9K - $97.4K
5.85K $1.47B
RTX
Raytheon Technologies Corp

Industrials
1.22K
+ 12.47%
$113.75 - $148.48 $139K - $181K
11K $1.61B
TFC
Truist Financial Corp

Financial Services
5.27K
+ 16.02%
$34.79 - $42.99 $183K - $226K
38.2K $1.64B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.9K
+ 96.78%
$19.49 - $19.66 $270K - $272K
28.2K $554M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.4K
+ 27900.0%
$149.76 - $186.42 $209K - $260K
1.4K $261M
ADP
Automatic Data Processing Inc

Industrials
713
+ 5.63%
$276.76 - $326.81 $197K - $233K
13.4K $4.12B
DGX
Quest Diagnostics Inc

Healthcare
753
+ 6.53%
N/A
12.3K $2.21B
NKE
Nike, Inc.

Consumer Cyclical
3.52K
+ 699.4%
$53.27 - $72.04 $187K - $253K
4.02K $286M
VLO
Valero Energy Corp

Energy
1.63K
+ 11.61%
$104.69 - $141.77 $171K - $232K
15.7K $2.11B
HD
Home Depot, Inc.

Consumer Cyclical
685
+ 8.09%
$335.24 - $380.78 $230K - $261K
9.15K $3.35B
BSX
Boston Scientific Corp

Healthcare
1.78K
+ 21.16%
$89.7 - $107.41 $159K - $191K
10.2K $1.09B
COST
Costco Wholesale Corp

Consumer Defensive
160
+ 10.88%
$908.13 - $1056.85 $145K - $169K
1.63K $1.61B
MPWR
Monolithic Power Systems Inc

Technology
53
+ 4.41%
$455.19 - $737.73 $24.1K - $39.1K
1.25K $917M
SYY
Sysco Corp

Consumer Defensive
2.64K
+ 14.09%
$68.0 - $75.91 $179K - $200K
21.3K $1.62B
GOOGL
Alphabet Inc.

Communication Services
662
+ 16.5%
$144.7 - $178.6 $95.8K - $118K
4.67K $824M
V
Visa Inc.

Financial Services
484
+ 9.0%
$308.27 - $373.31 $149K - $181K
5.86K $2.08B
SLB
Schlumberger Limited

Energy
5.49K
+ 1083.43%
$31.95 - $42.2 $176K - $232K
6K $203M
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.7K
+ 7.82%
$45.9 - $47.2 $170K - $175K
51K $2.4B
NEE
Nextera Energy Inc

Utilities
3.12K
+ 10.77%
$64.11 - $75.0 $200K - $234K
32.1K $2.23B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
8.74K
+ 53.22%
$19.44 - $19.56 $170K - $171K
25.2K $491M
ENB
Enbridge Inc

Energy
2.75K
+ 6.36%
$41.09 - $47.16 $113K - $130K
46K $2.08B
Activity Summary
Buys All Purchases 114 New Holdings 13 Increased Positions 101 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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