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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 $150,713,197
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 73,049 $45,355,519 30.09%
2.
J P Morgan Exchange Traded F - CORE PLUS BD ETF
 266,810 $12,556,182 8.33%
3.
J P Morgan Exchange Traded F - INCOME ETF
 153,576 $7,113,559 4.72%
4.
Apple Inc.
 AAPL 23,523 $4,826,304 3.2%
5.
Microsoft Corp
 MSFT 7,358 $3,660,877 2.43%
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)