Bank Plus Wealth Management LLC Incresed Positions in Q2 2025

Bank Plus Wealth Management LLC

  • $151 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ENB
Enbridge Inc

Energy
274
+ 1.98%
$41.09 - $47.16 $11.3K - $12.9K
14.1K $638M
ABT
Abbott Laboratories

Healthcare
12
+ 0.16%
$123.95 - $138.08 $1.49K - $1.66K
7.34K $998M
V
Visa Inc.

Financial Services
29
+ 0.88%
$308.27 - $373.31 $8.94K - $10.8K
3.34K $1.18B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.22K
+ 9.74%
$19.44 - $19.56 $23.8K - $23.9K
13.8K $269M
RF
Regions Financial Corp

Financial Services
116
+ 1.05%
$18.34 - $23.52 $2.13K - $2.73K
11.1K $261M
TFC
Truist Financial Corp

Financial Services
180
+ 2.28%
$34.79 - $42.99 $6.26K - $7.74K
8.09K $348M
BSX
Boston Scientific Corp

Healthcare
33
+ 1.17%
$89.7 - $107.41 $2.96K - $3.54K
2.85K $306M
CRM
Salesforce, Inc.

Technology
42
+ 1.89%
$236.26 - $291.15 $9.92K - $12.2K
2.26K $617M
NEE
Nextera Energy Inc

Utilities
444
+ 5.99%
$64.11 - $75.0 $28.5K - $33.3K
7.86K $545M
PULS
Pgim ETF Tr

ETFs
381
+ 8.84%
$49.39 - $49.76 $18.8K - $19K
4.69K $233M
SYY
Sysco Corp

Consumer Defensive
171
+ 3.98%
$68.0 - $75.91 $11.6K - $13K
4.47K $339M
PFE
Pfizer Inc

Healthcare
1.37K
+ 8.33%
$21.59 - $24.84 $29.6K - $34.1K
17.8K $432M
ARCC
Ares Capital Corp

Financial Services
758
+ 3.83%
$18.91 - $22.43 $14.3K - $17K
20.6K $452M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
75
+ 1.07%
$100.35 - $100.71 $7.53K - $7.55K
7.05K $710M
TJX
Tjx Companies Inc

Consumer Cyclical
8
+ 0.21%
$119.13 - $135.03 $953 - $1.08K
3.86K $477M
XOM
Exxon Mobil Corp

Energy
500
+ 11.87%
$99.93 - $119.04 $50K - $59.5K
4.71K $508M
MUB
Ishares National Muni Bond ETF

ETFs
99
+ 1.85%
$102.31 - $105.8 $10.1K - $10.5K
5.44K $569M
TFLO
Ishares Treasury Floating Rate

ETFs
54
+ 1.08%
$50.47 - $50.66 $2.73K - $2.74K
5.03K $255M
ACN
Accenture PLC

Technology
99
+ 4.7%
$279.23 - $323.21 $27.6K - $32K
2.21K $660M
PLD
Prologis, Inc.

Real Estate
191
+ 6.84%
$89.76 - $112.34 $17.1K - $21.5K
2.98K $314M
KO
Coca Cola CO

Consumer Defensive
38
+ 0.51%
$68.37 - $73.9 $2.6K - $2.81K
7.43K $526M
LOW
Lowes Companies Inc

Consumer Cyclical
46
+ 2.33%
$210.83 - $235.28 $9.7K - $10.8K
2.02K $449M
DHR
Danaher Corp

Healthcare
4
+ 0.21%
$174.64 - $205.16 $699 - $821
1.92K $380M
GRMN
Garmin LTD

Technology
41
+ 1.4%
$173.63 - $218.07 $7.12K - $8.94K
2.96K $618M
LLY
Eli Lilly & CO

Healthcare
25
+ 2.55%
$713.71 - $898.95 $17.8K - $22.5K
1.01K $784M
TMUS
T Mobile Us, Inc.

Communication Services
35
+ 2.06%
$220.99 - $268.54 $7.73K - $9.4K
1.73K $412M
PGR
Progressive Corp

Financial Services
22
+ 0.59%
$255.27 - $288.74 $5.62K - $6.35K
3.73K $995M
OKE
Oneok Inc

Energy
164
+ 3.36%
$78.71 - $100.37 $12.9K - $16.5K
5.05K $412M
PG
Procter & Gamble CO

Consumer Defensive
170
+ 1.82%
$157.66 - $172.39 $26.8K - $29.3K
9.51K $1.52B
ABBV
Abb Vie Inc.

Healthcare
92
+ 2.24%
$170.16 - $206.27 $15.7K - $19K
4.2K $780M
BMY
Bristol Myers Squibb CO

Healthcare
466
+ 4.93%
$44.12 - $59.6 $20.6K - $27.8K
9.92K $459M
Activity Summary
Buys All Purchases 86 New Holdings 4 Increased Positions 82 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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