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
Blackrock Inc
8
New
N/A
8 $8.2M
VIG
Vanguard Dividend Appreciation

ETFs
40
New
N/A
40 $7.83M
BND
Vanguard Bd Index Fd Inc Total

ETFs
106
New
$71.75 - $75.11 $7.61K - $7.96K
106 $7.62M
OTIS
Otis Worldwide Corp

Industrials
79
New
$92.57 - $106.01 $7.31K - $8.37K
79 $7.32M
SJM
J M Smucker CO

Consumer Defensive
64
New
$106.92 - $121.75 $6.84K - $7.79K
64 $7.05M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
54
New
$110.69 - $154.48 $5.98K - $8.34K
54 $6.86M
BTI
British American Tobacco P.L.C.

Consumer Defensive
186
New
$34.25 - $37.94 $6.37K - $7.06K
186 $6.76M
MKC
Mccormick & CO Inc

Consumer Defensive
82
New
$73.97 - $84.09 $6.07K - $6.9K
82 $6.25M
MMM
3 M CO

Industrials
47
New
$124.74 - $137.12 $5.86K - $6.44K
47 $6.07M
WM
Waste Management Inc

Industrials
30
New
$201.79 - $228.46 $6.05K - $6.85K
30 $6.05M
DTM
Dt Midstream, Inc.

Energy
60
New
$78.85 - $108.56 $4.73K - $6.51K
60 $5.97M
DGRO
Ishares Core Dividend Growth E

ETFs
94
New
$60.73 - $64.94 $5.71K - $6.1K
94 $5.77M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
8
New
$701.85 - $1046.91 $5.61K - $8.38K
8 $5.7M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
52
New
$108.6 - $115.42 $5.65K - $6K
52 $5.68M
KMB
Kimberly Clark Corp

Consumer Defensive
43
New
$130.37 - $146.09 $5.61K - $6.28K
43 $5.64M
ED
Consolidated Edison Inc

Utilities
63
New
$88.87 - $107.38 $5.6K - $6.76K
63 $5.62M
PKG
Packaging Corp Of America

Consumer Cyclical
24
New
$211.98 - $248.85 $5.09K - $5.97K
24 $5.4M
GPC
Genuine Parts CO

Consumer Cyclical
45
New
$113.11 - $143.63 $5.09K - $6.46K
45 $5.25M
IWS
Ishares Russell Midcap Value E

ETFs
40
New
$128.08 - $140.32 $5.12K - $5.61K
40 $5.17M
XLY
Select Sector Spdr Consumer Di

ETFs
23
New
$194.8 - $239.43 $4.48K - $5.51K
23 $5.16M
AMT
American Tower Corp

Real Estate
28
New
$179.4 - $232.01 $5.02K - $6.5K
28 $5.14M
NDAQ
Nasdaq, Inc.

Financial Services
64
New
$70.87 - $83.05 $4.54K - $5.32K
64 $4.95M
MSTR
Microstrategy Inc

Technology
17
New
$162.69 - $473.83 $2.77K - $8.06K
17 $4.92M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
91
New
$53.86 - $60.27 $4.9K - $5.48K
91 $4.91M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
69
New
$70.1 - $76.53 $4.84K - $5.28K
69 $4.88M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
57
New
$76.53 - $94.19 $4.36K - $5.37K
57 $4.87M
DG
Dollar General Corp

Consumer Defensive
63
New
$73.27 - $84.47 $4.62K - $5.32K
63 $4.78M
KD
Kyndryl Holdings, Inc.

Technology
134
New
$22.43 - $35.79 $3.01K - $4.8K
134 $4.64M
FDL
First Tr Morningstar Dividend

ETFs
110
New
$39.59 - $43.95 $4.35K - $4.83K
110 $4.43M
TROW
Price T Rowe Group Inc

Financial Services
39
New
$106.48 - $124.69 $4.15K - $4.86K
39 $4.41M
BAX
Baxter International Inc

Healthcare
151
New
$28.63 - $37.84 $4.32K - $5.71K
151 $4.4M
IVT
Inven Trust Properties Corp.

Real Estate
146
New
$28.52 - $31.3 $4.16K - $4.57K
146 $4.4M
BHF
Brighthouse Financial, Inc.

Financial Services
91
New
$43.95 - $52.91 $4K - $4.81K
91 $4.37M
DWAC
Digital World Acquisition Corp.

Financial Services
120
New
N/A
120 $4.09M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
192
New
$20.55 - $23.26 $3.95K - $4.47K
192 $4.04M
XLF
Financial Sector Spdr

ETFs
83
New
$44.89 - $51.34 $3.73K - $4.26K
83 $4.01M
VFC
V F Corp

Consumer Cyclical
185
New
$16.7 - $22.59 $3.09K - $4.18K
185 $3.97M
CAG
Conagra Brands Inc.

Consumer Defensive
141
New
$26.48 - $32.72 $3.73K - $4.61K
141 $3.91M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
16
New
$238.25 - $261.28 $3.81K - $4.18K
16 $3.88M
XLV
Select Sector Spdr Fund Health

ETFs
28
New
$136.28 - $154.74 $3.82K - $4.33K
28 $3.85M
KMI
Kinder Morgan, Inc.

Energy
130
New
$22.59 - $28.54 $2.94K - $3.71K
130 $3.56M
OXY
Occidental Petroleum Corp

Energy
72
New
$45.36 - $55.91 $3.27K - $4.03K
72 $3.56M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
154
New
$19.11 - $24.18 $2.94K - $3.72K
154 $3.49M
CRWD
Crowd Strike Holdings, Inc.

Technology
10
New
$275.15 - $388.2 $2.75K - $3.88K
10 $3.42M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
16
New
$209.89 - $233.24 $3.36K - $3.73K
16 $3.4M
XLB
Select Sector Spdr Fd Material

ETFs
38
New
$83.8 - $97.58 $3.18K - $3.71K
38 $3.2M
PH
Parker Hannifin Corp

Industrials
5
New
$621.74 - $709.46 $3.11K - $3.55K
5 $3.18M
MSCI
Msci Inc.

Financial Services
5
New
$569.09 - $635.99 $2.85K - $3.18K
5 $3M
PSX
Phillips 66

Energy
26
New
$110.35 - $138.93 $2.87K - $3.61K
26 $2.96M
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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