Holdings
BankPlus Wealth Management LLC
As of Sep 30, 2026, BankPlus Wealth Management LLC reported 77 positions worth US$63.6M. Largest: Apple Inc, Microsoft Corp. and Jp Morgan Chase & Co. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 23,087 | US$7.69M | −408 | Sep 30, 2026 |
| Microsoft Corp. | 8,288 | US$4.25M | −17 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 10,640 | US$3.52M | +31 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 7,856 | US$2.68M | +82 | Sep 30, 2026 |
| Amazon.com, Inc. | 6,735 | US$1.68M | +116 | Sep 30, 2026 |
| Nvidia Corporation | 6,909 | US$1.58M | −744 | Sep 30, 2026 |
| Visa Inc. | 4,014 | US$1.44M | −158 | Sep 30, 2026 |
| Eli Lilly And Company | 1,225 | US$1.42M | +17 | Sep 30, 2026 |
| Abbvie Inc. | 4,783 | US$1.25M | +32 | Sep 30, 2026 |
| Valero Energy Corporation | 3,060 | US$1.19M | −86 | Sep 30, 2026 |