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Home > Institutional Investor > Bankplus Wealth Management Llc > Profile

Instuitional Investor - Bankplus Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Bankplus Wealth Management Llc
Portfolio Value $136,147,376
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 75,289 $42,303,941 31.07%
2.
J P Morgan Exchange Traded F - CORE PLUS BD ETF
 245,173 $11,532,811 8.47%
3.
J P Morgan Exchange Traded F - INCOME ETF
 147,631 $6,801,262 5%
4.
Apple Inc.
 AAPL 23,823 $5,291,406 3.89%
5.
Spdr S & P 500 Etf Trust
 SPY 5,613 $3,139,845 2.31%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)