Bank Plus Wealth Management LLC Portfolio Holdings

Bank Plus Wealth Management LLC

  • $136 Billion
  • Q1 2025

Bank Plus Wealth Management LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $136 Billion distributed in 98 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 $42.3B, J P Morgan Exchange Traded Fd with a value of $11.5B, J P Morgan Exchange Traded Fd with a value of $6.8B, Apple Inc. with a value of $5.29B, and Spdr S&P 500 ETF Trust with a value of $3.14B.

Examining the 13F form we can see an increase of $1.96B in the current position value, from $134B to 136B.

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 $136 Billion
ETFs: $85.9 Billion
Technology: $14 Billion
Financial Services: $6.75 Billion
Healthcare: $5.93 Billion
Industrials: $4.78 Billion
Consumer Defensive: $3.09 Billion
Consumer Cyclical: $2.53 Billion
Communication Services: $2.16 Billion
Other: $3.47 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.04B
$425 Million 0.31% of portfolio
12,325
Q1 2025 Added 0.62%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $136 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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