BankPlus Wealth Management LLC
Q4 2024 13F Holdings
- Locationjackson, MS
- Num holdings
104
- Value ($000)
$134,184
- Date Filed01/22/2025
- Form type13F-HR
- CIK0002051117
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $34.17M | 26 % | 58,045 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $10.24M | 8 % | 222,210 | ||
JPIE J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $6.36M | 5 % | 139,308 | ||
AAPL APPLE INC | COM | 037833100 | $6.11M | 5 % | 24,401 | ||
RDVY FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 | $3.86M | 3 % | 65,256 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $3.55M | 3 % | 6,049 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $3.26M | 2 % | 57,786 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.04M | 2 % | 7,204 | ||
SPGP INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 46137V431 | $2.73M | 2 % | 26,003 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $2.61M | 2 % | 11,794 |
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