BankPlus Trust Department

Q4 2024 13F Holdings

  • Location
    jackson, MS
  • Num holdings

    471

  • Value ($000)

    $304,783

  • Date Filed
    02/04/2025
  • Form type
    13F-HR
  • CIK
    0002047270
  • All SEC filings
  • Note
    Holdings 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
IVV

iShares SP 500 Index Fund

COM
464287200
$76.10M
25 %

129,279

MSFT
MSFT

Microsoft, Corp.

COM
594918104
$13.86M
5 %

32,885

AAPL
AAPL

Apple Computer Inc.

COM
037833100
$12.61M
4 %

50,369

NVDA
NVDA

NVIDIA

COM
67066G104
$9.09M
3 %

67,725

JHMM
JHMM

John Hancock Multifactor Mid Cap ETF

COM
47804J206
$7.27M
2 %

121,695

LLY
LLY

Eli Lilly & Co.

COM
532457108
$5.88M
2 %

7,621

PGR
PGR

The Progressive Corporation

COM
743315103
$5.84M
2 %

24,353

ABBV
ABBV

AbbVie Inc.

COM
00287Y109
$4.66M
2 %

26,224

GWW
GWW

WW Grainger, Inc.

COM
384802104
$4.38M
1 %

4,153

AMZN
AMZN

Amazon.com, Inc.

COM
023135106
$3.97M
1 %

18,113

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