Bank Plus Wealth Management LLC Incresed Positions in Q1 2025

Bank Plus Wealth Management LLC

  • $136 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
17.2K
+ 29.71%
$554.06 - $615.85 $9.55M - $10.6M
75.3K $42.3B
JCPB
J P Morgan Exchange Traded Fd

ETFs
23K
+ 10.33%
$45.56 - $47.23 $1.05M - $1.08M
245K $11.5B
IQLT
Ishares Msci Intl Quality Fact

ETFs
19.5K
+ 83.52%
$36.91 - $41.03 $719K - $799K
42.8K $1.7B
SCHA
Schwab Strategic Tr Us Small C

ETFs
27.3K
+ 214.77%
$23.16 - $27.04 $632K - $738K
40K $937M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.54K
+ 37.92%
$105.1 - $109.61 $477K - $497K
16.5K $1.79B
JPIE
J P Morgan Exchange Traded Fd
8.32K
+ 5.97%
$45.46 - $46.18 $378K - $384K
148K $6.8B
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.29K
+ 16.29%
$71.17 - $73.66 $376K - $389K
37.7K $2.77B
VO
Vanguard Mid Cap ETF

ETFs
1.56K
+ 142.02%
$251.87 - $277.95 $392K - $433K
2.66K $687M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.13K
+ 61.15%
$192.82 - $222.1 $410K - $472K
5.6K $1.08B
EFG
Msci Eafe Growth ETF

ETFs
1.79K
+ 7.01%
$96.1 - $106.37 $172K - $191K
27.4K $2.74B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.58K
+ 31.96%
$37.07 - $40.63 $170K - $186K
18.9K $744M
TOTR
T Rowe Price Exchange Traded F

ETFs
3.47K
+ 5.37%
$39.62 - $40.92 $137K - $142K
68K $2.76B
DIAL
Columbia ETF Tr I Diversified

ETFs
9.37K
+ 31.87%
$17.36 - $17.95 $163K - $168K
38.8K $693M
ABT
Abbott Laboratories

Healthcare
85
+ 1.17%
$111.1 - $140.22 $9.44K - $11.9K
7.33K $972M
AMGN
Amgen Inc

Healthcare
61
+ 3.34%
$258.59 - $327.36 $15.8K - $20K
1.89K $587M
KO
Coca Cola CO

Consumer Defensive
211
+ 2.94%
$60.81 - $72.32 $12.8K - $15.3K
7.39K $529M
XOM
Exxon Mobil Corp

Energy
285
+ 7.26%
$105.44 - $118.93 $30.1K - $33.9K
4.21K $501M
DE
Deere & CO

Industrials
73
+ 9.95%
$408.57 - $509.27 $29.8K - $37.2K
807 $379M
VLO
Valero Energy Corp

Energy
240
+ 8.15%
$121.76 - $142.99 $29.2K - $34.3K
3.19K $421M
BMY
Bristol Myers Squibb CO

Healthcare
247
+ 2.68%
$53.9 - $63.11 $13.3K - $15.6K
9.46K $577M
DGX
Quest Diagnostics Inc

Healthcare
59
+ 2.51%
N/A
2.41K $408M
JHMM
John Hancock Multifactor Mid C

ETFs
1.91K
+ 8.27%
$55.69 - $63.12 $106K - $120K
24.9K $1.43B
RTX
Raytheon Technologies Corp

Industrials
4
+ 0.13%
$114.1 - $135.66 $456 - $543
3.02K $400M
ENB
Enbridge Inc

Energy
441
+ 3.3%
$41.54 - $45.45 $18.3K - $20K
13.8K $612M
FAST
Fastenal CO

Industrials
162
+ 2.89%
$71.11 - $79.98 $11.5K - $13K
5.76K $447M
PG
Procter & Gamble CO

Consumer Defensive
107
+ 1.16%
$158.56 - $176.26 $17K - $18.9K
9.34K $1.59B
PLD
Prologis, Inc.

Real Estate
255
+ 10.05%
$103.59 - $124.04 $26.4K - $31.6K
2.79K $312M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
220
+ 2.65%
$94.87 - $96.11 $20.9K - $21.1K
8.53K $818M
CSCO
Cisco Systems, Inc.

Technology
138
+ 1.83%
$58.74 - $64.87 $8.11K - $8.95K
7.68K $474M
SYY
Sysco Corp

Consumer Defensive
431
+ 11.14%
$70.0 - $77.13 $30.2K - $33.2K
4.3K $323M
LHX
L3 Harris Technologies, Inc.

Industrials
117
+ 6.02%
$194.65 - $222.86 $22.8K - $26.1K
2.06K $432M
PFE
Pfizer Inc

Healthcare
1.46K
+ 9.76%
$25.01 - $27.13 $36.6K - $39.7K
16.5K $417M
DIS
Walt Disney CO

Communication Services
813
+ 16.62%
$96.87 - $114.0 $78.8K - $92.7K
5.71K $563M
Lam Research Corp
214
+ 4.34%
N/A
5.14K $374M
ARCC
Ares Capital Corp

Financial Services
492
+ 2.55%
$21.28 - $23.81 $10.5K - $11.7K
19.8K $439M
META
Meta Platforms, Inc.

Communication Services
34
+ 8.44%
$576.36 - $736.67 $19.6K - $25K
437 $252M
NEE
Nextera Energy Inc

Utilities
305
+ 4.29%
$66.96 - $76.16 $20.4K - $23.2K
7.41K $526M
PULS
Pgim ETF Tr

ETFs
232
+ 5.69%
$49.56 - $49.78 $11.5K - $11.5K
4.31K $214M
OKE
Oneok Inc

Energy
134
+ 2.82%
$89.57 - $109.85 $12K - $14.7K
4.88K $485M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
355
+ 2.91%
$19.42 - $19.54 $6.89K - $6.94K
12.6K $245M
TFC
Truist Financial Corp

Financial Services
532
+ 7.21%
$39.48 - $48.15 $21K - $25.6K
7.91K $325M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
143
+ 0.89%
$22.31 - $22.79 $3.19K - $3.26K
16.2K $365M
BDX
Becton Dickinson & CO

Healthcare
3
+ 0.16%
$222.79 - $249.08 $668 - $747
1.84K $421M
TRMK
Trustmark Corp

Financial Services
76
+ 0.62%
$32.92 - $38.83 $2.5K - $2.95K
12.3K $425M
TXN
Texas Instruments Inc

Technology
126
+ 2.98%
N/A
4.35K $782M
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.44%
$524.81 - $672.19 $1.05K - $1.34K
452 $247M
PRU
Prudential Financial Inc

Financial Services
21
+ 0.95%
$105.04 - $122.33 $2.21K - $2.57K
2.23K $249M
NXPI
Nxp Semiconductors N.V.

Technology
30
+ 2.9%
$189.99 - $245.86 $5.7K - $7.38K
1.07K $202M
RF
Regions Financial Corp

Financial Services
103
+ 0.95%
$20.84 - $24.77 $2.15K - $2.55K
11K $239M
Activity Summary
Buys All Purchases 64 New Holdings 5 Increased Positions 59 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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