Bank Plus Wealth Management LLC Reduced Holdings in Q1 2025

Bank Plus Wealth Management LLC

  • $136 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-49.8K
- 86.14%
$53.6 - $58.97 $2.67M - $2.94M
8.01K $439M
RDVY
First Trust Rising Dividend Ac

ETFs
-42.4K
- 65.0%
$57.22 - $63.39 $2.43M - $2.69M
22.8K $1.34B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-23.5K
- 90.55%
$96.88 - $111.25 $2.28M - $2.62M
2.46K $246M
AAPL
Apple Inc.

Technology
-578
- 2.37%
$209.68 - $247.1 $121K - $143K
23.8K $5.29B
NVDA
Nvidia Corp

Technology
-3.36K
- 20.19%
$106.98 - $149.43 $359K - $501K
13.3K $1.44B
IWM
Ishares Russell 2000 ETF

ETFs
-2.42K
- 20.48%
$198.1 - $229.79 $479K - $555K
9.38K $1.87B
SPY
Spdr S&P 500 ETF Trust

ETFs
-436
- 7.21%
$551.42 - $612.93 $240K - $267K
5.61K $3.14B
MSFT
Microsoft Corp

Technology
-71
- 0.99%
$375.39 - $447.2 $26.7K - $31.8K
7.13K $2.68B
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.63K
- 11.44%
$82.81 - $92.93 $218K - $245K
20.4K $1.73B
AMZN
Amazon Com Inc

Consumer Cyclical
-231
- 5.33%
$190.26 - $242.06 $44K - $55.9K
4.1K $780M
GOOGL
Alphabet Inc.

Communication Services
-23
- 0.85%
$154.33 - $206.19 $3.55K - $4.74K
2.69K $415M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-100
- 4.3%
$165.25 - $224.62 $16.5K - $22.5K
2.23K $370M
VTI
Vanguard Total Stock Market Et

ETFs
-80
- 2.45%
$271.18 - $303.12 $21.7K - $24.2K
3.18K $874M
HD
Home Depot, Inc.

Consumer Cyclical
-60
- 3.2%
$347.25 - $424.87 $20.8K - $25.5K
1.81K $664M
DHR
Danaher Corp

Healthcare
-50
- 2.54%
$201.62 - $250.59 $10.1K - $12.5K
1.92K $394M
PANW
Palo Alto Networks Inc

Technology
-119
- 3.66%
$167.82 - $208.28 $20K - $24.8K
3.13K $535M
LOW
Lowes Companies Inc

Consumer Cyclical
-48
- 2.37%
$222.66 - $268.42 $10.7K - $12.9K
1.98K $461M
GRMN
Garmin LTD

Technology
-318
- 9.82%
$204.55 - $241.93 $65K - $76.9K
2.92K $634M
HON
Honeywell International Inc

Industrials
-17
- 0.87%
$202.75 - $226.52 $3.45K - $3.85K
1.94K $411M
TJX
Tjx Companies Inc

Consumer Cyclical
-280
- 6.77%
$112.81 - $126.16 $31.6K - $35.3K
3.86K $469M
COST
Costco Wholesale Corp

Consumer Defensive
-20
- 2.85%
$890.62 - $1076.86 $17.8K - $21.5K
681 $645M
UNH
Unitedhealth Group Inc

Healthcare
-7
- 1.76%
$461.52 - $548.18 $3.23K - $3.84K
390 $204M
JPM
Jpmorgan Chase & CO

Financial Services
-52
- 1.49%
$225.19 - $279.95 $11.7K - $14.6K
3.44K $843M
BSX
Boston Scientific Corp

Healthcare
-115
- 3.92%
$89.38 - $106.18 $10.3K - $12.2K
2.82K $284M
ADP
Automatic Data Processing Inc

Industrials
-2
- 0.07%
$286.85 - $318.64 $574 - $637
2.88K $880M
LLY
Eli Lilly & CO

Healthcare
-6
- 0.61%
$725.72 - $929.72 $4.35K - $5.58K
981 $810M
TMUS
T Mobile Us, Inc.

Communication Services
-27
- 1.57%
$211.3 - $272.83 $5.71K - $7.37K
1.7K $452M
V
Visa Inc.

Financial Services
-26
- 0.78%
$306.92 - $362.71 $7.98K - $9.43K
3.31K $1.16B
ABBV
Abb Vie Inc.

Healthcare
-33
- 0.8%
$169.2 - $216.66 $5.58K - $7.15K
4.11K $861M
PGR
Progressive Corp

Financial Services
-84
- 2.22%
$235.61 - $291.22 $19.8K - $24.5K
3.7K $1.05B
AJG
Arthur J. Gallagher & Co.

Financial Services
-89
- 2.67%
$275.89 - $345.24 $24.6K - $30.7K
3.24K $1.12B
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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