Bank Plus Wealth Management LLC Purchases in Q3 2025

Bank Plus Wealth Management LLC

  • $170 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
9
+ 0.29%
$144.19 - $167.33 $1.3K - $1.51K
3.08K $516M
XOM
Exxon Mobil Corp

Energy
366
+ 7.77%
$105.83 - $117.22 $38.7K - $42.9K
5.08K $573M
MPWR
Monolithic Power Systems Inc

Technology
2
+ 0.61%
$711.24 - $922.81 $1.42K - $1.85K
331 $305M
PLD
Prologis, Inc.

Real Estate
315
+ 10.56%
$104.08 - $115.35 $32.8K - $36.3K
3.3K $378M
TFC
Truist Financial Corp

Financial Services
743
+ 9.18%
$42.83 - $47.07 $31.8K - $35K
8.83K $404M
DGX
Quest Diagnostics Inc

Healthcare
152
+ 6.17%
N/A
2.62K $499M
PFE
Pfizer Inc

Healthcare
1.25K
+ 6.98%
$23.29 - $25.88 $29K - $32.2K
19.1K $486M
SYY
Sysco Corp

Consumer Defensive
273
+ 6.1%
$76.33 - $82.51 $20.8K - $22.5K
4.75K $391M
MGF
Mfs Government Markets Income Trust

Financial Services
15.4K
New
$3.04 - $3.12 $46.9K - $48.1K
15.4K $48.1M
AMGN
Amgen Inc

Healthcare
141
+ 6.28%
$271.18 - $309.22 $38.2K - $43.6K
2.39K $674M
RF
Regions Financial Corp

Financial Services
105
+ 0.94%
$24.03 - $27.41 $2.52K - $2.88K
11.2K $296M
IWF
Ishares Russell 1000 Gr ETF

ETFs
12
+ 2.17%
$420.11 - $472.68 $5.04K - $5.67K
566 $265M
DLR
Digital Realty Trust, Inc.

Real Estate
167
+ 5.76%
$161.21 - $180.02 $26.9K - $30.1K
3.07K $530M
Brookfield Infrastructure CO
700
+ 6.54%
N/A
11.4K $469M
BDX
Becton Dickinson & CO

Healthcare
20
+ 1.5%
$172.41 - $199.66 $3.45K - $3.99K
1.35K $253M
AMZN
Amazon Com Inc

Consumer Cyclical
93
+ 2.21%
$211.65 - $238.24 $19.7K - $22.2K
4.3K $944M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
13
+ 0.16%
$55.15 - $58.11 $717 - $755
7.94K $456M
LLY
Eli Lilly & CO

Healthcare
46
+ 4.57%
$625.65 - $812.69 $28.8K - $37.4K
1.05K $803M
NXPI
Nxp Semiconductors N.V.

Technology
21
+ 1.8%
$205.16 - $239.07 $4.31K - $5.02K
1.19K $270M
MUB
Ishares National Muni Bond ETF

ETFs
41
+ 0.75%
$103.24 - $106.68 $4.23K - $4.37K
5.48K $584M
BMY
Bristol Myers Squibb CO

Healthcare
555
+ 5.59%
$43.31 - $48.98 $24K - $27.2K
10.5K $473M
CSCO
Cisco Systems, Inc.

Technology
271
+ 3.4%
$66.2 - $71.79 $17.9K - $19.5K
8.24K $564M
TMUS
T Mobile Us, Inc.

Communication Services
12
+ 0.69%
$226.02 - $259.01 $2.71K - $3.11K
1.74K $417M
TFLO
Ishares Treasury Floating Rate

ETFs
55
+ 1.09%
$50.45 - $50.65 $2.77K - $2.79K
5.09K $257M
PANW
Palo Alto Networks Inc

Technology
25
+ 0.79%
$167.06 - $208.19 $4.18K - $5.2K
3.2K $652M
PRU
Prudential Financial Inc

Financial Services
63
+ 3.0%
$100.68 - $109.89 $6.34K - $6.92K
2.16K $224M
ARCC
Ares Capital Corp

Financial Services
1.4K
+ 6.78%
$20.41 - $23.25 $28.5K - $32.4K
22K $448M
ABT
Abbott Laboratories

Healthcare
47
+ 0.64%
$120.51 - $136.62 $5.66K - $6.42K
7.39K $989M
KO
Coca Cola CO

Consumer Defensive
346
+ 4.66%
$65.67 - $71.67 $22.7K - $24.8K
7.78K $516M
OKE
Oneok Inc

Energy
394
+ 7.81%
$71.36 - $83.47 $28.1K - $32.9K
5.44K $397M
PG
Procter & Gamble CO

Consumer Defensive
237
+ 2.49%
$150.47 - $161.22 $35.7K - $38.2K
9.75K $1.5B
PYPL
Pay Pal Holdings, Inc.

Financial Services
73
+ 2.27%
$65.64 - $78.22 $4.79K - $5.71K
3.29K $220M
ADP
Automatic Data Processing Inc

Industrials
79
+ 2.65%
$288.69 - $310.94 $22.8K - $24.6K
3.06K $899M
V
Visa Inc.

Financial Services
20
+ 0.6%
$332.09 - $358.86 $6.64K - $7.18K
3.36K $1.15B
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 0.88%
$915.95 - $994.57 $5.5K - $5.97K
689 $639M
DE
Deere & CO

Industrials
5
+ 0.61%
$457.26 - $524.37 $2.29K - $2.62K
828 $379M
GWW
W.W. Grainger, Inc.

Industrials
23
+ 3.1%
$932.44 - $1059.49 $21.4K - $24.4K
765 $729M
PGR
Progressive Corp

Financial Services
112
+ 3.01%
$238.61 - $264.3 $26.7K - $29.6K
3.84K $948M
INTU
Intuit Inc

Technology
8
+ 1.37%
$646.03 - $807.39 $5.17K - $6.46K
591 $404M
CRM
Salesforce, Inc.

Technology
29
+ 1.28%
$231.66 - $273.65 $6.72K - $7.94K
2.29K $544M
TXN
Texas Instruments Inc

Technology
142
+ 3.1%
N/A
4.72K $868M
ACN
Accenture PLC

Technology
132
+ 5.98%
$232.56 - $304.78 $30.7K - $40.2K
2.34K $577M
Activity Summary
Buys All Purchases 93 New Holdings 8 Increased Positions 85 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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