Bank Plus Wealth Management LLC Portfolio Holdings

Bank Plus Wealth Management LLC

  • $134 Billion
  • Q4 2024

Bank Plus Wealth Management LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $134 Billion distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $34.2B, J P Morgan Exchange Traded Fd with a value of $10.2B, J P Morgan Exchange Traded Fd with a value of $6.36B, Apple Inc. with a value of $6.11B, and First Trust Rising Dividend Ac with a value of $3.86B.

Examining the 13F form we can see an increase of $134B in the current position value.

Bank Plus Wealth Management LLC is based out at Jackson, MS

Below you can find more details about Bank Plus Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $134 Billion
ETFs: $82 Billion
Technology: $16 Billion
Financial Services: $6.5 Billion
Healthcare: $5.4 Billion
Industrials: $4.94 Billion
Consumer Cyclical: $3.35 Billion
Consumer Defensive: $3.25 Billion
Communication Services: $2.27 Billion
Other: $3.08 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$63.5B
$945 Million 0.7% of portfolio
3,330
Q4 2024 New
$144B
$908 Million 0.68% of portfolio
3,788
Q4 2024 New
$126B
$844 Million 0.63% of portfolio
2,883
Q4 2024 New
$177B
$792 Million 0.59% of portfolio
4,226
Q4 2024 New
$53.7B
$770 Million 0.57% of portfolio
731
Q4 2024 New
$121B
$689 Million 0.51% of portfolio
1,418
Q4 2024 New
$41.4B
$668 Million 0.5% of portfolio
3,239
Q4 2024 New
$55.2B
$592 Million 0.44% of portfolio
3,253
Q4 2024 New
$87.6B
$567 Million 0.42% of portfolio
13,375
Q4 2024 New
$126B
$546 Million 0.41% of portfolio
3,165
Q4 2024 New
$125B
$521 Million 0.39% of portfolio
9,211
Q4 2024 New
$141B
$510 Million 0.38% of portfolio
7,108
Q4 2024 New
$161B
$500 Million 0.37% of portfolio
2,025
Q4 2024 New
$196B
$490 Million 0.37% of portfolio
1,352
Q4 2024 New
$145B
$500 Million 0.37% of portfolio
4,135
Q4 2024 New
$43.4B
$477 Million 0.36% of portfolio
4,750
Q4 2024 New
$47.1B
$475 Million 0.35% of portfolio
2,680
Q4 2024 New
$162B
$452 Million 0.34% of portfolio
1,970
Q4 2024 New
$150B
$443 Million 0.33% of portfolio
1,960
Q4 2024 New
$70.6B
$417 Million 0.31% of portfolio
1,837
Q4 2024 New
$41.9B
$402 Million 0.3% of portfolio
5,597
Q4 2024 New
$149B
$398 Million 0.3% of portfolio
14,995
Q4 2024 New
$40.6B
$409 Million 0.3% of portfolio
1,944
Q4 2024 New
$51.3B
$361 Million 0.27% of portfolio
2,945
Q4 2024 New
$15.6B
$355 Million 0.26% of portfolio
2,351
Q4 2024 New
$190B
$349 Million 0.26% of portfolio
3,016
Q4 2024 New
$63.2B
$320 Million 0.24% of portfolio
7,378
Q4 2024 New
$144B
$311 Million 0.23% of portfolio
734
Q4 2024 New
$37B
$296 Million 0.22% of portfolio
3,870
Q4 2024 New
$102B
$262 Million 0.2% of portfolio
3,069
Q4 2024 New
$147B
$262 Million 0.2% of portfolio
2,931
Q4 2024 New
$110B
$268 Million 0.2% of portfolio
2,537
Q4 2024 New
$44.9B
$261 Million 0.19% of portfolio
2,204
Q4 2024 New
$23B
$256 Million 0.19% of portfolio
10,897
Q4 2024 New
$83.3B
$237 Million 0.18% of portfolio
1,878
Q4 2024 New
$54.8B
$215 Million 0.16% of portfolio
1,036
Q4 2024 New
$50.7B
$211 Million 0.16% of portfolio
551
Q4 2024 New
$11.1B
$165 Million 0.12% of portfolio
12,421
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $134 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 104 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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