Bank Plus Trust Department New Holdings in Q4 2024

Bank Plus Trust Department

  • $305 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
898
New
$567.81 - $607.81 $510K - $546K
898 $526M
ZTS
Zoetis Inc.

Healthcare
3.16K
New
$162.24 - $194.42 $513K - $615K
3.16K $515M
MA
Mastercard Inc

Financial Services
953
New
$491.3 - $536.15 $468K - $511K
953 $502M
SO
Southern CO

Utilities
5.98K
New
$81.5 - $94.15 $487K - $563K
5.98K $492M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.19K
New
$370.24 - $418.94 $441K - $499K
1.19K $478M
ITW
Illinois Tool Works Inc

Industrials
1.76K
New
$253.56 - $278.5 $447K - $491K
1.76K $447M
NSC
Norfolk Southern Corp

Industrials
1.87K
New
$230.6 - $277.0 $432K - $519K
1.87K $440M
NFLX
Netflix Inc

Communication Services
451
New
$687.65 - $936.56 $310K - $422K
451 $402M
RNST
Renasant Corp

Financial Services
11.2K
New
$31.36 - $38.62 $350K - $431K
11.2K $399M
MPC
Marathon Petroleum Corp

Energy
2.83K
New
$131.65 - $174.84 $373K - $495K
2.83K $395M
JNJ
Johnson & Johnson

Healthcare
2.71K
New
$143.34 - $165.86 $388K - $449K
2.71K $392M
PLTR
Palantir Technologies Inc.

Technology
5.15K
New
$36.46 - $82.38 $188K - $425K
5.15K $390M
AXP
American Express CO

Financial Services
1.23K
New
$267.35 - $305.57 $328K - $375K
1.23K $364M
IWR
Ishares Russell Mid Cap ETF

ETFs
4.1K
New
$87.25 - $95.52 $357K - $391K
4.1K $362M
CVX
Chevron Corp

Energy
2.49K
New
$141.15 - $162.53 $352K - $405K
2.49K $361M
MLI
Mueller Industries Inc

Industrials
4.52K
New
$71.2 - $95.34 $322K - $431K
4.52K $359M
LYV
Live Nation Entertainment, Inc.

Communication Services
2.61K
New
$109.06 - $140.54 $285K - $367K
2.61K $338M
CI
Cigna Corp

Healthcare
1.2K
New
$265.59 - $358.58 $319K - $431K
1.2K $332M
VTI
Vanguard Total Stock Market Et

ETFs
1.1K
New
$280.04 - $302.45 $309K - $334K
1.1K $320M
CB
Chubb LTD

Financial Services
1.15K
New
$271.57 - $301.89 $313K - $348K
1.15K $318M
FDX
Fedex Corp

Industrials
1.09K
New
$260.5 - $305.15 $283K - $332K
1.09K $306M
PM
Philip Morris International Inc.

Consumer Defensive
2.52K
New
$118.38 - $133.06 $298K - $335K
2.52K $303M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.74K
New
$75.1 - $82.99 $281K - $311K
3.74K $283M
MRVL
Marvell Technology, Inc.

Technology
2.34K
New
$70.31 - $124.78 $164K - $292K
2.34K $258M
ETN
Eaton Corp PLC

Industrials
768
New
$326.96 - $377.52 $251K - $290K
768 $255M
VZ
Verizon Communications Inc

Communication Services
6.32K
New
$39.6 - $45.21 $250K - $286K
6.32K $253M
ALL
Allstate Corp

Financial Services
1.29K
New
$181.25 - $208.2 $234K - $269K
1.29K $249M
Fidelity Wise Origin Bitcoin F
2.93K
New
N/A
2.93K $239M
RDVY
First Trust Rising Dividend Ac

ETFs
4.01K
New
$58.65 - $64.37 $235K - $258K
4.01K $237M
VOT
Vanguard Mid Cap Growth Index

ETFs
928
New
$241.48 - $274.89 $224K - $255K
928 $235M
WSO
Watsco Inc

Industrials
489
New
$466.57 - $568.78 $228K - $278K
489 $232M
RPG
Invesco Exchange Traded Fd Tr

ETFs
5.57K
New
$38.88 - $44.07 $216K - $245K
5.57K $230M
CPNG
Coupang, Inc.

Consumer Cyclical
10.2K
New
$21.98 - $26.89 $225K - $275K
10.2K $225M
TGT
Target Corp

Consumer Defensive
1.65K
New
$121.59 - $160.69 $201K - $265K
1.65K $223M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.2K
New
$174.22 - $187.62 $209K - $225K
1.2K $210M
EMB
Ishares Tr

ETFs
2.35K
New
$88.94 - $93.46 $209K - $219K
2.35K $209M
META
Meta Platforms, Inc.

Communication Services
355
New
$554.08 - $632.68 $197K - $225K
355 $208M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
4.86K
New
$41.16 - $43.15 $200K - $210K
4.86K $200M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.17K
New
$91.29 - $91.8 $198K - $199K
2.17K $199M
QNST
Quinstreet, Inc

Communication Services
8.58K
New
$18.28 - $24.7 $157K - $212K
8.58K $198M
CSX
Csx Corp

Industrials
6.13K
New
$31.58 - $36.88 $194K - $226K
6.13K $198M
PDP
Invesco Exchange Traded Fd Tr

ETFs
1.83K
New
$102.88 - $117.55 $188K - $215K
1.83K $197M
IWB
Ishares Tr Russell 1000 ETF

ETFs
596
New
$311.11 - $335.64 $185K - $200K
596 $192M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
3.67K
New
$50.53 - $55.55 $186K - $204K
3.67K $187M
VRRM
Verra Mobility Corp

Industrials
7.6K
New
$22.68 - $27.76 $172K - $211K
7.6K $184M
DVY
Ishares Tr

ETFs
1.39K
New
$129.55 - $143.41 $180K - $199K
1.39K $182M
ADM
Archer Daniels Midland CO

Consumer Defensive
3.49K
New
$49.38 - $59.52 $172K - $208K
3.49K $176M
ATO
Atmos Energy Corp

Utilities
1.26K
New
$136.41 - $151.43 $171K - $190K
1.26K $175M
SNA
Snap On Inc

Industrials
511
New
$285.44 - $371.35 $146K - $190K
511 $173M
Activity Summary
Buys All Purchases 471 New Holdings 471 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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