BankPlus Trust Department
Latest statistics and disclosures from BankPlus Trust Department's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, MSFT, AAPL, JHMM, NVDA, and represent 36.31% of BankPlus Trust Department's stock portfolio.
- Added to shares of these 10 stocks: SPYG, IVV, META, IWB, AXP, PBR, GOOGL, ADBE, PGR, IJR.
- Started 23 new stock positions in TECL, SZNE, JFLX, JTEK, NOC, FAI, PTIN, AROC, PTMC, ASTS. RIOT, VB, IDV, WY, PWR, JEPI, NVO, ARKQ, EFV, MARA, PTLC, PBR, VNLA.
- Reduced shares in these 10 stocks: MSFT, NVDA, AAPL, EHC, SPYM, PG, GOOG, TYL, BDX, LLY.
- Sold out of its positions in AVEM, IT, HSBC, IDEV, USHY, IBTF, K, RAL, TSCO, ULS. Unilever, BNDX, VONG, VMBS, VNT.
- BankPlus Trust Department was a net buyer of stock by $3.7M.
- BankPlus Trust Department has $382M in assets under management (AUM), dropping by 2.34%.
- Central Index Key (CIK): 0002047270
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Portfolio Holdings for BankPlus Trust Department
BankPlus Trust Department holds 459 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index (IVV) | 24.1 | $92M | 135k | 684.94 |
|
|
| Microsoft Corporation (MSFT) | 4.4 | $17M | -6% | 35k | 483.62 |
|
| Apple (AAPL) | 3.2 | $12M | -5% | 46k | 271.86 |
|
| John Hancock Exchange Traded multifactor mi (JHMM) | 2.3 | $8.9M | 136k | 65.48 |
|
|
| NVIDIA Corporation (NVDA) | 2.3 | $8.6M | -8% | 46k | 186.50 |
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| Eli Lilly & Co. (LLY) | 2.0 | $7.7M | -2% | 7.2k | 1074.68 |
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| Progressive Corporation (PGR) | 1.8 | $6.9M | +5% | 31k | 227.72 |
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| Abbvie (ABBV) | 1.7 | $6.4M | 28k | 228.49 |
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| Amazon (AMZN) | 1.3 | $5.0M | 22k | 230.82 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $4.4M | 14k | 322.22 |
|
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| Alphabet Inc Class C cs (GOOG) | 1.2 | $4.4M | -5% | 14k | 313.80 |
|
| W.W. Grainger (GWW) | 1.1 | $4.4M | 4.3k | 1009.05 |
|
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| Invesco Qqq Trust Series 1 (QQQ) | 1.1 | $4.3M | -4% | 7.0k | 614.31 |
|
| Amgen (AMGN) | 1.1 | $4.1M | +7% | 13k | 327.31 |
|
| Cisco Systems (CSCO) | 1.0 | $3.9M | 51k | 77.03 |
|
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| Visa (V) | 1.0 | $3.7M | 11k | 350.71 |
|
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| Exxon Mobil Corporation (XOM) | 1.0 | $3.7M | +3% | 30k | 120.34 |
|
| Lam Research (LRCX) | 0.9 | $3.6M | 21k | 171.18 |
|
|
| Automatic Data Processing (ADP) | 0.9 | $3.5M | 14k | 257.23 |
|
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| TJX Companies (TJX) | 0.9 | $3.4M | -4% | 22k | 153.61 |
|
| Texas Instruments Incorporated (TXN) | 0.8 | $3.2M | 18k | 173.49 |
|
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| Lockheed Martin Corporation (LMT) | 0.8 | $3.2M | 6.6k | 483.67 |
|
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| Procter & Gamble Company (PG) | 0.8 | $3.1M | -9% | 22k | 143.31 |
|
| Home Depot (HD) | 0.8 | $3.1M | 9.0k | 344.10 |
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| Abbott Laboratories (ABT) | 0.8 | $3.1M | -3% | 25k | 125.29 |
|
| Coca-Cola Company (KO) | 0.8 | $3.1M | 44k | 69.91 |
|
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| Blackstone Group Inc Com Cl A (BX) | 0.8 | $3.0M | 20k | 154.14 |
|
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| Fastenal Company (FAST) | 0.7 | $2.7M | 67k | 40.13 |
|
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| Jp Morgan Exchange Traded Fd fund (JCPB) | 0.7 | $2.7M | +8% | 56k | 47.35 |
|
| Caterpillar (CAT) | 0.7 | $2.7M | -4% | 4.7k | 572.87 |
|
| Nextera Energy (NEE) | 0.7 | $2.6M | 33k | 80.28 |
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| Valero Energy Corporation (VLO) | 0.7 | $2.6M | 16k | 162.79 |
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| Wal-Mart Stores (WMT) | 0.7 | $2.6M | -3% | 24k | 111.41 |
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| Berkshire Hathaway (BRK.B) | 0.7 | $2.6M | +8% | 5.2k | 502.65 |
|
| Accenture (ACN) | 0.7 | $2.6M | 9.6k | 268.30 |
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| Oneok (OKE) | 0.6 | $2.5M | 34k | 73.50 |
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| Taiwan Semiconductor Mfg (TSM) | 0.6 | $2.4M | 8.0k | 303.89 |
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| Enbridge (ENB) | 0.6 | $2.4M | +4% | 50k | 47.83 |
|
| Quest Diagnostics Incorporated (DGX) | 0.6 | $2.3M | 13k | 173.53 |
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| EastGroup Properties (EGP) | 0.6 | $2.1M | 12k | 178.14 |
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| salesforce (CRM) | 0.6 | $2.1M | +12% | 8.1k | 264.91 |
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| Alphabet Inc Class A cs (GOOGL) | 0.5 | $2.1M | +27% | 6.6k | 313.00 |
|
| Digital Realty Trust (DLR) | 0.5 | $2.0M | +2% | 13k | 154.71 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $2.0M | 11k | 183.40 |
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| Intuit (INTU) | 0.5 | $2.0M | +13% | 3.0k | 662.42 |
|
| Walt Disney Company (DIS) | 0.5 | $2.0M | -2% | 17k | 113.77 |
|
| Bristol Myers Squibb (BMY) | 0.5 | $1.9M | +5% | 36k | 53.94 |
|
| Ares Capital Corporation (ARCC) | 0.5 | $1.9M | -3% | 95k | 20.23 |
|
| Truist Financial Corp equities (TFC) | 0.5 | $1.9M | +2% | 39k | 49.21 |
|
| Brookfield Infrastructure Corp Com Sub Vtg A (BIPC) | 0.5 | $1.9M | +5% | 42k | 45.40 |
|
| L3harris Technologies (LHX) | 0.5 | $1.8M | +6% | 6.2k | 293.57 |
|
| J P Morgan Exchange-traded F (JPIE) | 0.5 | $1.8M | +12% | 38k | 46.29 |
|
| SPDR DJ Wilshire Large Cap (SPYM) | 0.4 | $1.7M | -16% | 21k | 80.22 |
|
| American Express Company (AXP) | 0.4 | $1.6M | +56% | 4.5k | 369.95 |
|
| Tesla Motors (TSLA) | 0.4 | $1.6M | 3.6k | 449.72 |
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| iShares Russell 2000 Index (IWM) | 0.4 | $1.6M | 6.5k | 246.16 |
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| Lowe's Companies (LOW) | 0.4 | $1.6M | +5% | 6.6k | 241.16 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $1.6M | 2.7k | 579.45 |
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| Pfizer (PFE) | 0.4 | $1.6M | 63k | 24.90 |
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| SYSCO Corporation (SYY) | 0.4 | $1.5M | -3% | 21k | 73.69 |
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| Palo Alto Networks (PANW) | 0.4 | $1.5M | 8.3k | 184.20 |
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| Spdr S&p 500 Etf (SPY) | 0.4 | $1.4M | 2.1k | 681.92 |
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| Deere & Company (DE) | 0.4 | $1.4M | +4% | 3.0k | 465.57 |
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| Mueller Industries (MLI) | 0.4 | $1.4M | +15% | 12k | 114.80 |
|
| Invesco Buyback Achievers Etf equities (PKW) | 0.4 | $1.4M | 10k | 134.32 |
|
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| Garmin (GRMN) | 0.4 | $1.4M | -6% | 6.8k | 202.85 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $1.3M | -5% | 1.5k | 862.34 |
|
| IDEXX Laboratories (IDXX) | 0.3 | $1.3M | 1.9k | 676.53 |
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| Becton, Dickinson and (BDX) | 0.3 | $1.3M | -14% | 6.6k | 194.07 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.3 | $1.2M | -9% | 4.7k | 258.79 |
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| Prologis (PLD) | 0.3 | $1.2M | 9.4k | 127.66 |
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| Danaher Corporation (DHR) | 0.3 | $1.2M | -8% | 5.1k | 228.92 |
|
| Merck & Co (MRK) | 0.3 | $1.1M | 11k | 105.26 |
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| Monolithic Power Systems (MPWR) | 0.3 | $1.1M | 1.3k | 906.36 |
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| Honeywell International (HON) | 0.3 | $1.1M | -5% | 5.8k | 195.09 |
|
| Invesco Exchange W&p 500 Qualit equities (SPHQ) | 0.3 | $1.1M | 15k | 75.05 |
|
|
| Metropcs Communications (TMUS) | 0.3 | $1.1M | +5% | 5.4k | 203.04 |
|
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.3 | $1.1M | +3460% | 10k | 106.70 |
|
| Ishares Tr intl dev ql fc (IQLT) | 0.3 | $1.1M | +20% | 24k | 45.45 |
|
| Citigroup (C) | 0.3 | $1.1M | +22% | 9.2k | 116.69 |
|
| Asml Holding (ASML) | 0.3 | $1.0M | +30% | 970.00 | 1069.86 |
|
| Facebook Inc cl a (META) | 0.3 | $1.0M | +193% | 1.6k | 660.09 |
|
| Edwards Lifesciences (EW) | 0.3 | $1.0M | 12k | 85.25 |
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| Prudential Financial (PRU) | 0.3 | $1.0M | +12% | 8.9k | 112.88 |
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| Goldman Sachs (GS) | 0.3 | $999k | 1.1k | 879.00 |
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| Trustmark Corporation (TRMK) | 0.3 | $976k | 25k | 38.95 |
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| Boston Scientific Corporation (BSX) | 0.2 | $940k | 9.9k | 95.35 |
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| Broadcom (AVGO) | 0.2 | $937k | -7% | 2.7k | 346.10 |
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| Vanguard High Dividend Yield ETF (VYM) | 0.2 | $927k | 6.5k | 143.52 |
|
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| Vanguard Growth ETF (VUG) | 0.2 | $922k | 1.9k | 487.86 |
|
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| Nxp Semiconductors N V (NXPI) | 0.2 | $902k | 4.2k | 217.06 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $896k | +82% | 2.6k | 349.99 |
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| Etf Opportunities Trust (VSLU) | 0.2 | $893k | 20k | 44.26 |
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| Allstate Corporation (ALL) | 0.2 | $872k | 4.2k | 208.15 |
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| Pacer Fds Tr us cash cows 100 (COWZ) | 0.2 | $837k | -4% | 14k | 60.17 |
|
| SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $822k | 1.4k | 603.28 |
|
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| Zoetis Inc Cl A (ZTS) | 0.2 | $804k | 6.4k | 125.82 |
|
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.2 | $793k | +43% | 1.7k | 468.76 |
|
| Oracle Corporation (ORCL) | 0.2 | $779k | 4.0k | 194.91 |
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| iShares Russell 1000 Index (IWB) | 0.2 | $772k | +349% | 2.1k | 373.44 |
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| Stryker Corporation (SYK) | 0.2 | $708k | 2.0k | 351.47 |
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|
| iShares Russell 1000 Value Index (IWD) | 0.2 | $707k | -3% | 3.4k | 210.34 |
|
| McDonald's Corporation (MCD) | 0.2 | $702k | 2.3k | 305.63 |
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| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.2 | $695k | 15k | 46.86 |
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| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.2 | $652k | -7% | 12k | 52.88 |
|
| Ecolab (ECL) | 0.2 | $646k | 2.5k | 262.52 |
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| Morgan Stanley (MS) | 0.2 | $626k | -16% | 3.5k | 177.53 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $615k | +2% | 1.4k | 453.36 |
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| Regions Financial Corporation (RF) | 0.2 | $601k | -3% | 22k | 27.10 |
|
| Johnson & Johnson (JNJ) | 0.2 | $596k | 2.9k | 206.95 |
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| ConocoPhillips (COP) | 0.1 | $572k | -11% | 6.1k | 93.61 |
|
| Yeti Hldgs (YETI) | 0.1 | $565k | 13k | 44.17 |
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| Southern Company (SO) | 0.1 | $560k | -2% | 6.4k | 87.20 |
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| Paypal Holdings (PYPL) | 0.1 | $522k | -28% | 8.9k | 58.38 |
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| Petroleo Brasileiro SA (PBR) | 0.1 | $521k | NEW | 44k | 11.85 |
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| MasterCard Incorporated (MA) | 0.1 | $519k | -4% | 909.00 | 570.88 |
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| Norfolk Southern (NSC) | 0.1 | $518k | 1.8k | 288.72 |
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| Invesco Bulletshares 2027 Corporate Bond Etf bulshs 2027 cb (BSCR) | 0.1 | $500k | -6% | 25k | 19.74 |
|
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $489k | -4% | 1.0k | 473.30 |
|
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $478k | +3% | 5.8k | 82.82 |
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| Wabtec Corporation (WAB) | 0.1 | $464k | 2.2k | 213.45 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $461k | 2.8k | 162.63 |
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| Vanguard Total Stock Market ETF (VTI) | 0.1 | $452k | 1.3k | 335.27 |
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| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $428k | +68% | 682.00 | 627.13 |
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| iShares Russell Midcap Index Fund (IWR) | 0.1 | $427k | 4.4k | 96.27 |
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| Fiserv (FI) | 0.1 | $418k | 6.2k | 67.17 |
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| iShares S&P MidCap 400 Index (IJH) | 0.1 | $416k | +311% | 6.3k | 66.00 |
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| Jacobs Engineering Group (J) | 0.1 | $410k | +125% | 3.1k | 132.46 |
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| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $410k | +440% | 3.4k | 120.18 |
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| Pepsi (PEP) | 0.1 | $391k | 2.7k | 143.52 |
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| Live Nation Entertainment (LYV) | 0.1 | $372k | 2.6k | 142.50 |
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| Nike (NKE) | 0.1 | $354k | +40% | 5.6k | 63.71 |
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| Chevron Corporation (CVX) | 0.1 | $342k | 2.2k | 152.41 |
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| Bny Mellon Etf Trust (BKAG) | 0.1 | $341k | +20% | 8.0k | 42.38 |
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| Jpmorgan Nasdaq Equity Premium Income Etf (JEPQ) | 0.1 | $331k | 5.7k | 58.12 |
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| Renasant (RNST) | 0.1 | $315k | 8.9k | 35.22 |
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| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $314k | +123% | 3.5k | 89.46 |
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| iShares MSCI EAFE Index Fund (EFA) | 0.1 | $312k | 3.2k | 96.03 |
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| Weyerhaeuser Company (WY) | 0.1 | $308k | NEW | 13k | 23.69 |
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| Philip Morris International (PM) | 0.1 | $308k | -7% | 1.9k | 160.40 |
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| Palantir Technologies (PLTR) | 0.1 | $304k | -8% | 1.7k | 177.75 |
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| Illinois Tool Works (ITW) | 0.1 | $303k | -29% | 1.2k | 246.30 |
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| Starbucks Corporation (SBUX) | 0.1 | $302k | 3.6k | 84.21 |
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| Tyler Technologies (TYL) | 0.1 | $299k | -42% | 659.00 | 453.95 |
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| T. Rowe Price (TROW) | 0.1 | $297k | 2.9k | 102.38 |
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| Vanguard Value ETF (VTV) | 0.1 | $293k | +52% | 1.5k | 190.99 |
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| PNC Financial Services (PNC) | 0.1 | $292k | 1.4k | 208.73 |
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| First Tr Exchange Traded Fd first tr nasdaq (RDVY) | 0.1 | $291k | 4.2k | 69.47 |
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| Watsco, Incorporated (WSO) | 0.1 | $286k | -10% | 848.00 | 336.95 |
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| Verizon Communications (VZ) | 0.1 | $278k | -35% | 6.8k | 40.73 |
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| Altria (MO) | 0.1 | $276k | 4.8k | 57.66 |
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| SPDR Gold Trust (GLD) | 0.1 | $269k | 678.00 | 396.31 |
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| Encompass Health Corp (EHC) | 0.1 | $267k | -63% | 2.5k | 106.14 |
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| Invesco Exchange Traded Fd T s&p500 pur gwt (RPG) | 0.1 | $260k | 5.6k | 46.67 |
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| Vanguard Mid-Cap Growth ETF (VOT) | 0.1 | $259k | 928.00 | 279.14 |
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| Jfrog (FROG) | 0.1 | $258k | 4.1k | 62.46 |
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| Equinix (EQIX) | 0.1 | $258k | -21% | 337.00 | 766.16 |
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| Ametek (AME) | 0.1 | $255k | 1.2k | 205.31 |
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| Cigna Corp (CI) | 0.1 | $254k | -5% | 923.00 | 275.23 |
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| Chubb (CB) | 0.1 | $251k | -28% | 803.00 | 312.12 |
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| Technipfmc (FTI) | 0.1 | $242k | 5.4k | 44.56 |
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| Coupang (CPNG) | 0.1 | $235k | -2% | 10k | 23.59 |
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| Eaton (ETN) | 0.1 | $234k | 735.00 | 318.51 |
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| Schlumberger (SLB) | 0.1 | $230k | 6.0k | 38.38 |
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| Invesco S&p 500 Equal Weight Etf (RSP) | 0.1 | $230k | 1.2k | 191.56 |
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| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.1 | $226k | 2.3k | 96.28 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $223k | 2.2k | 99.91 |
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| Fidelity Wise Origin Bitcoin (FBTC) | 0.1 | $223k | 2.9k | 76.23 |
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| Godaddy Inc cl a (GDDY) | 0.1 | $223k | 1.8k | 124.08 |
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| Invesco Exch Trd Slf Idx Fd Tr etfbd (BSCQ) | 0.1 | $221k | -35% | 11k | 19.57 |
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| Travelers Companies (TRV) | 0.1 | $218k | 750.00 | 290.06 |
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| Powershares Dwa Technical Leaders Portfolio dwa momentum (PDP) | 0.1 | $213k | 1.8k | 116.40 |
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| Archrock (AROC) | 0.1 | $208k | NEW | 8.0k | 26.02 |
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| Emcor (EME) | 0.1 | $207k | 338.00 | 611.79 |
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| Ishares Inc core msci emkt (IEMG) | 0.1 | $198k | +817% | 2.9k | 67.22 |
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| iShares Silver Trust (SLV) | 0.1 | $197k | 3.1k | 64.42 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $196k | 3.4k | 57.49 |
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| SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $195k | 405.00 | 480.57 |
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| Rollins (ROL) | 0.0 | $191k | 3.2k | 60.02 |
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| Snap-on Incorporated (SNA) | 0.0 | $186k | 541.00 | 344.60 |
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| Micron Technology (MU) | 0.0 | $185k | 648.00 | 285.41 |
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| iShares Russell 2000 Growth Index (IWO) | 0.0 | $184k | 570.00 | 323.01 |
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| WisdomTree MidCap Dividend Fund (DON) | 0.0 | $182k | 3.5k | 51.60 |
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| iShares Dow Jones Select Dividend (DVY) | 0.0 | $181k | -7% | 1.3k | 141.14 |
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| International Business Machines (IBM) | 0.0 | $170k | 574.00 | 296.21 |
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| Marvell Technology (MRVL) | 0.0 | $167k | 2.0k | 84.98 |
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| Verra Mobility Corp verra mobility corp (VRRM) | 0.0 | $158k | 7.1k | 22.41 |
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| Invesco Exch Trd Slf Idx Fd invsco blsh 28 (BSCS) | 0.0 | $158k | 7.7k | 20.60 |
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| CarMax (KMX) | 0.0 | $158k | 4.1k | 38.64 |
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| Antero Midstream Corp antero midstream (AM) | 0.0 | $152k | 8.5k | 17.79 |
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| Aon (AON) | 0.0 | $152k | 430.00 | 352.88 |
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| Phreesia (PHR) | 0.0 | $150k | 8.9k | 16.92 |
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| iShares S&P 500 Growth Index (IVW) | 0.0 | $147k | +235% | 1.2k | 123.26 |
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| Invesco Nasdaq 100 Etf (QQQM) | 0.0 | $146k | +235% | 577.00 | 252.92 |
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| Lululemon Athletica (LULU) | 0.0 | $144k | 695.00 | 207.81 |
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| Bank of America Corporation (BAC) | 0.0 | $144k | 2.6k | 55.00 |
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| UnitedHealth (UNH) | 0.0 | $143k | -42% | 432.00 | 330.11 |
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| Applied Materials (AMAT) | 0.0 | $142k | 553.00 | 256.99 |
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| Atmos Energy Corporation (ATO) | 0.0 | $141k | -29% | 842.00 | 167.63 |
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| iShares Morningstar Mid Growth Idx (IMCG) | 0.0 | $140k | 1.8k | 79.84 |
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| Union Pacific Corporation (UNP) | 0.0 | $139k | -7% | 600.00 | 231.32 |
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| Veeva Sys Inc cl a (VEEV) | 0.0 | $136k | -10% | 611.00 | 223.23 |
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| Industrial SPDR (XLI) | 0.0 | $130k | 838.00 | 155.12 |
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| Intuitive Surgical (ISRG) | 0.0 | $124k | +29% | 219.00 | 566.36 |
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| Technology SPDR (XLK) | 0.0 | $121k | +100% | 838.00 | 143.97 |
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| Vanguard Int High Dvd Yld In exchange traded funds (VYMI) | 0.0 | $121k | +27% | 1.3k | 90.00 |
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| Linde (LIN) | 0.0 | $119k | -8% | 279.00 | 426.39 |
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| John Hancock Patriot Premium Div Fund II (PDT) | 0.0 | $113k | 8.9k | 12.70 |
|
|
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $112k | 1.4k | 79.73 |
|
|
| SPDR S&P Dividend (SDY) | 0.0 | $107k | 765.00 | 139.16 |
|
|
| Motorola Solutions (MSI) | 0.0 | $104k | -12% | 271.00 | 383.32 |
|
| MetLife (MET) | 0.0 | $99k | 1.3k | 78.94 |
|
|
| Coreweave Inc Com Cl A (CRWV) | 0.0 | $98k | 1.4k | 71.61 |
|
|
| QuinStreet (QNST) | 0.0 | $97k | -10% | 6.7k | 14.37 |
|
| Capital One Financial (COF) | 0.0 | $96k | 397.00 | 242.36 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $95k | 293.00 | 324.03 |
|
|
| Energy Transfer Equity (ET) | 0.0 | $94k | 5.7k | 16.49 |
|
|
| Sabine Royalty Trust (SBR) | 0.0 | $93k | 1.4k | 68.57 |
|
|
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $93k | 3.0k | 30.96 |
|
|
| Netflix (NFLX) | 0.0 | $91k | +102% | 970.00 | 93.76 |
|
| M&T Bank Corporation (MTB) | 0.0 | $91k | 451.00 | 201.48 |
|
|
| Global X Fds us infr dev (PAVE) | 0.0 | $90k | 1.9k | 47.79 |
|
|
| Booking Holdings (BKNG) | 0.0 | $86k | 16.00 | 5355.31 |
|
|
| Toyota Motor Corporation (TM) | 0.0 | $86k | 400.00 | 214.06 |
|
|
| Vanguard Mid-Cap ETF (VO) | 0.0 | $83k | +4% | 286.00 | 290.22 |
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $80k | 5.6k | 14.36 |
|
|
| Gilead Sciences (GILD) | 0.0 | $80k | 650.00 | 122.74 |
|
|
| Allegion Plc equity (ALLE) | 0.0 | $80k | 500.00 | 159.22 |
|
|
| iShares Russell Midcap Value Index (IWS) | 0.0 | $79k | +1292% | 557.00 | 141.05 |
|
| CSX Corporation (CSX) | 0.0 | $74k | -66% | 2.0k | 36.25 |
|
| Fidelity Ethereum Fund Etf (FETH) | 0.0 | $72k | +21% | 2.4k | 29.61 |
|
| Pool Corporation (POOL) | 0.0 | $69k | -14% | 302.00 | 228.75 |
|
| Scotts Miracle-Gro Company (SMG) | 0.0 | $66k | -68% | 1.1k | 58.35 |
|
| General Mills (GIS) | 0.0 | $63k | 1.4k | 46.50 |
|
|
| J.p. Morgan Exchange-traded Fund Trust Pfd Stk (JFLX) | 0.0 | $61k | NEW | 1.2k | 50.22 |
|
| Mondelez Int (MDLZ) | 0.0 | $61k | -23% | 1.1k | 53.83 |
|
| Ishares Tr usa min vo (USMV) | 0.0 | $59k | 630.00 | 94.16 |
|
|
| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $58k | 411.00 | 141.16 |
|
|
| Duke Energy (DUK) | 0.0 | $58k | 494.00 | 117.21 |
|
|
| Verisign (VRSN) | 0.0 | $58k | 238.00 | 242.95 |
|
|
| Acuity Brands (AYI) | 0.0 | $58k | -5% | 160.00 | 360.04 |
|
| Amphenol Corporation (APH) | 0.0 | $58k | +147% | 426.00 | 135.14 |
|
| Entergy Corporation (ETR) | 0.0 | $57k | 620.00 | 92.43 |
|
|
| Vanguard REIT ETF (VNQ) | 0.0 | $57k | 640.00 | 88.49 |
|
|
| Kkr & Co (KKR) | 0.0 | $56k | 440.00 | 127.48 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $55k | 258.00 | 214.16 |
|
|
| Sempra Energy (SRE) | 0.0 | $53k | 600.00 | 88.29 |
|
|
| Vanguard Information Technology ETF (VGT) | 0.0 | $53k | 70.00 | 753.79 |
|
|
| United Parcel Service (UPS) | 0.0 | $52k | -42% | 528.00 | 99.19 |
|
| Qualcomm (QCOM) | 0.0 | $52k | 306.00 | 171.05 |
|
|
| At&t (T) | 0.0 | $52k | 2.1k | 24.84 |
|
|
| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.0 | $51k | 435.00 | 117.72 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $51k | 549.00 | 93.20 |
|
|
| Arista Networks (ANET) | 0.0 | $51k | 389.00 | 131.03 |
|
|
| First Trust Large Cap GO Alpha Fnd (FTC) | 0.0 | $49k | 305.00 | 159.88 |
|
|
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $49k | 244.00 | 198.62 |
|
|
| Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.0 | $48k | 483.00 | 99.52 |
|
|
| Constellation Energy (CEG) | 0.0 | $48k | 136.00 | 353.27 |
|
|
| Cummins (CMI) | 0.0 | $48k | 94.00 | 510.45 |
|
|
| Trane Technologies (TT) | 0.0 | $48k | 123.00 | 389.20 |
|
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $48k | 5.0k | 9.53 |
|
|
| Direxion Daily Tech Bull 3x (TECL) | 0.0 | $47k | NEW | 400.00 | 117.49 |
|
| ResMed (RMD) | 0.0 | $46k | 192.00 | 240.87 |
|
|
| Oge Energy Corp (OGE) | 0.0 | $45k | 1.1k | 42.70 |
|
|
| Boeing Company (BA) | 0.0 | $43k | 198.00 | 217.12 |
|
|
| American International (AIG) | 0.0 | $43k | 500.00 | 85.55 |
|
|
| Vaneck Vectors Gold Miners mutual (GDX) | 0.0 | $43k | 496.00 | 85.77 |
|
|
| Sun Life Financial (SLF) | 0.0 | $43k | 681.00 | 62.40 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $41k | 254.00 | 161.96 |
|
|
| First Trust DB Strateg Val Idx Fnd (FTCS) | 0.0 | $40k | 429.00 | 92.51 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $39k | 378.00 | 103.67 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $39k | 837.00 | 46.81 |
|
|
| Realty Income (O) | 0.0 | $39k | 684.00 | 56.37 |
|
|
| Financial Select Sector SPDR (XLF) | 0.0 | $37k | 683.00 | 54.77 |
|
|
| Principal Financial (PFG) | 0.0 | $37k | 422.00 | 88.21 |
|
|
| S&p Global (SPGI) | 0.0 | $37k | 71.00 | 522.59 |
|
|
| iShares Gold Trust (IAU) | 0.0 | $37k | 456.00 | 81.17 |
|
|
| First Trust Mid Cap Core Alpha Fnd (FNX) | 0.0 | $37k | 290.00 | 125.98 |
|
|
| John Hancock Preferred Income Fund III (HPS) | 0.0 | $36k | 2.5k | 14.41 |
|
|
| Tekla Life Sciences sh ben int (HQL) | 0.0 | $36k | 2.1k | 16.78 |
|
|
| Xcel Energy (XEL) | 0.0 | $36k | 483.00 | 73.86 |
|
|
| Ford Motor Company (F) | 0.0 | $35k | -21% | 2.7k | 13.12 |
|
| J P Morgan Exchange-traded F (JEPI) | 0.0 | $34k | NEW | 596.00 | 57.24 |
|
| Spdr Ser Tr shrt trsry etf (SPTS) | 0.0 | $34k | 1.2k | 29.28 |
|
|
| Dimensional Etf Trust (DFAC) | 0.0 | $33k | 836.00 | 39.59 |
|
|
| iShares Dow Jones US Basic Mater. (IYM) | 0.0 | $33k | 214.00 | 153.96 |
|
|
| Cousins Properties (CUZ) | 0.0 | $33k | 1.3k | 25.78 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $33k | 97.00 | 336.66 |
|
|
| iShares S&P MidCap 400 Value Index (IJJ) | 0.0 | $32k | 246.00 | 131.59 |
|
|
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.0 | $32k | 335.00 | 96.16 |
|
|
| Health Care SPDR (XLV) | 0.0 | $31k | 203.00 | 154.80 |
|
|
| Paychex (PAYX) | 0.0 | $31k | 280.00 | 112.18 |
|
|
| CMS Energy Corporation (CMS) | 0.0 | $30k | 430.00 | 69.93 |
|
|
| Harbor Etf Trust (WINN) | 0.0 | $29k | 946.00 | 31.10 |
|
|
| iShares MSCI EAFE Value Index (EFV) | 0.0 | $29k | NEW | 409.00 | 71.41 |
|
| Veralto Corp (VLTO) | 0.0 | $29k | 286.00 | 99.78 |
|
|
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $29k | 208.00 | 136.94 |
|
|
| Fidelity Covington Trust (FENI) | 0.0 | $28k | 766.00 | 36.58 |
|
|
| EOG Resources (EOG) | 0.0 | $28k | -36% | 263.00 | 105.01 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $28k | 346.00 | 79.36 |
|
|
| American Electric Power Company (AEP) | 0.0 | $27k | 236.00 | 115.31 |
|
|
| Franklin Templeton Etf Tr (FFOG) | 0.0 | $27k | 570.00 | 46.79 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $26k | 239.00 | 110.27 |
|
|
| iShares S&P 500 Value Index (IVE) | 0.0 | $26k | 124.00 | 212.07 |
|
|
| Vanguard Health Care ETF (VHT) | 0.0 | $26k | 91.00 | 287.85 |
|
|
| CenterPoint Energy (CNP) | 0.0 | $26k | -46% | 678.00 | 38.34 |
|
| First Tr Exchange Traded (FAI) | 0.0 | $25k | NEW | 611.00 | 41.07 |
|
| FedEx Corporation (FDX) | 0.0 | $25k | 85.00 | 288.86 |
|
|
| PureFunds ISE Cyber Security ETF (HACK) | 0.0 | $24k | 303.00 | 80.37 |
|
|
| First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) | 0.0 | $24k | 340.00 | 71.45 |
|
|
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $24k | 446.00 | 53.76 |
|
|
| Ishares Ibonds Dec 2027 Term T (IBTH) | 0.0 | $24k | 1.1k | 22.47 |
|
|
| J P Morgan Exchange Traded F (JTEK) | 0.0 | $24k | NEW | 263.00 | 90.07 |
|
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $23k | 233.00 | 96.88 |
|
|
| Lamar Advertising Co-a (LAMR) | 0.0 | $22k | 177.00 | 126.58 |
|
|
| Equitable Holdings (EQH) | 0.0 | $22k | 470.00 | 47.65 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $22k | 25.00 | 878.96 |
|
|
| Etfs Physical Platinum (PPLT) | 0.0 | $21k | 115.00 | 186.43 |
|
|
| Snap Inc cl a (SNAP) | 0.0 | $21k | 2.6k | 8.07 |
|
|
| Fortive (FTV) | 0.0 | $21k | -74% | 385.00 | 55.21 |
|
| Brown-Forman Corporation (BF.B) | 0.0 | $21k | 798.00 | 26.06 |
|
|
| Himax Technologies (HIMX) | 0.0 | $21k | 2.5k | 8.19 |
|
|
| Novo Nordisk A/S (NVO) | 0.0 | $20k | NEW | 400.00 | 50.88 |
|
| Global X Fds glb x lithium (LIT) | 0.0 | $20k | 310.00 | 64.86 |
|
|
| Medtronic (MDT) | 0.0 | $20k | 209.00 | 96.06 |
|
|
| Nuveen (NMCO) | 0.0 | $20k | 2.0k | 10.23 |
|
|
| Vaneck Vectors Semiconductor Etf semiconductor (SMH) | 0.0 | $19k | 52.00 | 360.13 |
|
|
| Pacer Fds Tr (PTMC) | 0.0 | $19k | NEW | 521.00 | 35.67 |
|
| Vanguard Pacific ETF (VPL) | 0.0 | $18k | 203.00 | 90.40 |
|
|
| Ishares Tr cmn (GOVT) | 0.0 | $18k | -33% | 785.00 | 23.03 |
|
| Exelon Corporation (EXC) | 0.0 | $18k | 410.00 | 43.59 |
|
|
| Pacer Fds Tr trendp 750 etf (PTLC) | 0.0 | $18k | NEW | 318.00 | 55.58 |
|
| Intel Corporation (INTC) | 0.0 | $17k | 472.00 | 36.90 |
|
|
| PPG Industries (PPG) | 0.0 | $17k | 169.00 | 102.46 |
|
|
| Pacer Fds Tr trendpilot intl (PTIN) | 0.0 | $17k | NEW | 538.00 | 31.45 |
|
| SPDR MSCI ACWI ex-US (CWI) | 0.0 | $17k | 468.00 | 35.92 |
|
|
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $17k | 226.00 | 73.48 |
|
|
| SPDR Barclays Capital Inter Term (SPTI) | 0.0 | $16k | 569.00 | 28.84 |
|
|
| Nucor Corporation (NUE) | 0.0 | $16k | 100.00 | 163.11 |
|
|
| Federal Signal Corporation (FSS) | 0.0 | $16k | 150.00 | 108.59 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $16k | 201.00 | 79.02 |
|
|
| Dominion Resources (D) | 0.0 | $16k | 268.00 | 58.59 |
|
|
| Eversource Energy (ES) | 0.0 | $16k | 232.00 | 67.33 |
|
|
| DTE Energy Company (DTE) | 0.0 | $16k | 120.00 | 128.98 |
|
|
| CF Industries Holdings (CF) | 0.0 | $16k | 200.00 | 77.34 |
|
|
| Quanta Services (PWR) | 0.0 | $15k | NEW | 35.00 | 422.06 |
|
| Shopify Inc cl a (SHOP) | 0.0 | $15k | 90.00 | 160.97 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $14k | NEW | 25.00 | 570.20 |
|
| iShares Barclays Credit Bond Fund (USIG) | 0.0 | $14k | 274.00 | 51.77 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $14k | 180.00 | 76.67 |
|
|
| Comcast Corporation (CMCSA) | 0.0 | $14k | 451.00 | 29.89 |
|
|
| Jabil Circuit (JBL) | 0.0 | $14k | 59.00 | 228.02 |
|
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $13k | +1071% | 82.00 | 162.01 |
|
| Capital Group Divid Value Etf Shs Creation Unit (CGDV) | 0.0 | $13k | 300.00 | 43.64 |
|
|
| Seagate Technology (STX) | 0.0 | $13k | 47.00 | 275.38 |
|
|
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $13k | NEW | 327.00 | 39.45 |
|
| Janus Short Duration (VNLA) | 0.0 | $13k | NEW | 262.00 | 49.14 |
|
| Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $13k | 71.00 | 177.36 |
|
|
| U.S. Bancorp (USB) | 0.0 | $12k | 227.00 | 53.36 |
|
|
| Doximity (DOCS) | 0.0 | $12k | 268.00 | 44.28 |
|
|
| Cyberark Software (CYBR) | 0.0 | $11k | 25.00 | 446.08 |
|
|
| Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO) | 0.0 | $11k | 93.00 | 119.32 |
|
|
| Flextronics International Ltd Com Stk (FLEX) | 0.0 | $11k | 181.00 | 60.42 |
|
|
| AmerisourceBergen (COR) | 0.0 | $11k | 32.00 | 337.75 |
|
|
| Vanguard Intmdte Tm Govt Bd ETF (VGIT) | 0.0 | $11k | 180.00 | 59.93 |
|
|
| Ark Etf Tr indl innovatin (ARKQ) | 0.0 | $11k | NEW | 94.00 | 114.66 |
|
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $11k | 197.00 | 53.88 |
|
|
| British American Tobac (BTI) | 0.0 | $11k | 186.00 | 56.62 |
|
|
| Invesco Exch Trd Slf Idx (BSCU) | 0.0 | $10k | 605.00 | 16.92 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $10k | 112.00 | 89.92 |
|
|
| Consumer Discretionary SPDR (XLY) | 0.0 | $10k | +100% | 84.00 | 119.40 |
|
| Casey's General Stores (CASY) | 0.0 | $9.9k | 18.00 | 552.72 |
|
|
| Uber Technologies (UBER) | 0.0 | $9.5k | 116.00 | 81.71 |
|
|
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $8.8k | 40.00 | 219.78 |
|
|
| Ingersoll Rand (IR) | 0.0 | $8.6k | 108.00 | 79.22 |
|
|
| Vistra Energy (VST) | 0.0 | $8.6k | 53.00 | 161.32 |
|
|
| Nanoviricides (NNVC) | 0.0 | $7.9k | 7.0k | 1.13 |
|
|
| Cogent Communications (CCOI) | 0.0 | $7.8k | -45% | 362.00 | 21.56 |
|
| Dow (DOW) | 0.0 | $7.7k | -39% | 328.00 | 23.38 |
|
| 3M Company (MMM) | 0.0 | $7.5k | 47.00 | 160.11 |
|
|
| Pacer Fds Tr cfra stval eql (SZNE) | 0.0 | $7.5k | NEW | 214.00 | 34.90 |
|
| Ast Spacemobile Inc Com Cl A (ASTS) | 0.0 | $7.3k | NEW | 100.00 | 72.63 |
|
| Ishares Us Etf Tr technology (IETC) | 0.0 | $7.2k | 71.00 | 101.59 |
|
|
| Dt Midstream (DTM) | 0.0 | $7.2k | 60.00 | 119.68 |
|
|
| Constellation Brands (STZ) | 0.0 | $7.0k | -61% | 51.00 | 137.96 |
|
| Bitmine Immersion Technologies Ord (BMNR) | 0.0 | $6.8k | 250.00 | 27.15 |
|
|
| Target Corporation (TGT) | 0.0 | $6.7k | 69.00 | 97.75 |
|
|
| Church & Dwight (CHD) | 0.0 | $6.7k | 80.00 | 83.85 |
|
|
| Ishares Tr core div grwth (DGRO) | 0.0 | $6.5k | 94.00 | 69.41 |
|
|
| Ishares Tr core msci euro (IEUR) | 0.0 | $6.5k | 91.00 | 70.98 |
|
|
| F5 Networks (FFIV) | 0.0 | $6.4k | 25.00 | 255.28 |
|
|
| Ishares Inc ctr wld minvl (ACWV) | 0.0 | $6.2k | 52.00 | 118.75 |
|
|
| Cadence Bank | 0.0 | $6.1k | -71% | 142.00 | 42.84 |
|
| Ishares Tr eafe min volat (EFAV) | 0.0 | $6.0k | 69.00 | 86.25 |
|
|
| Symbotic (SYM) | 0.0 | $6.0k | 100.00 | 59.50 |
|
|
| Brighthouse Finl (BHF) | 0.0 | $5.9k | 91.00 | 64.79 |
|
|
| Nasdaq Omx (NDAQ) | 0.0 | $5.8k | 60.00 | 97.13 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $5.8k | -71% | 72.00 | 80.31 |
|
| McCormick & Company, Incorporated (MKC) | 0.0 | $5.6k | 82.00 | 68.11 |
|
|
| Compass Diversified Holdings (CODI) | 0.0 | $5.5k | 1.1k | 4.80 |
|
|
| Alibaba Group Holding (BABA) | 0.0 | $5.3k | 36.00 | 146.58 |
|
|
| Crispr Therapeutics (CRSP) | 0.0 | $5.2k | 100.00 | 52.44 |
|
|
| Hanover Insurance (THG) | 0.0 | $5.1k | 28.00 | 182.79 |
|
|
| Network Associates Inc cl a (NET) | 0.0 | $4.9k | 25.00 | 197.16 |
|
|
| First Trust Morningstar Divid Ledr (FDL) | 0.0 | $4.9k | 110.00 | 44.34 |
|
|
| Clorox Company (CLX) | 0.0 | $4.5k | -81% | 45.00 | 100.82 |
|
| Blackrock (BLK) | 0.0 | $4.3k | 4.00 | 1070.25 |
|
|
| InvenTrust Properties Corp (IVT) | 0.0 | $4.1k | 146.00 | 28.21 |
|
|
| Fresenius Medical Care AG & Co. (FMS) | 0.0 | $3.7k | 154.00 | 23.82 |
|
|
| Vanguard Small-Cap ETF (VB) | 0.0 | $3.6k | NEW | 14.00 | 257.93 |
|
| Waste Management (WM) | 0.0 | $3.5k | 16.00 | 219.69 |
|
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $3.5k | 44.00 | 79.66 |
|
|
| Kontoor Brands (KTB) | 0.0 | $3.5k | 57.00 | 61.09 |
|
|
| Materials SPDR (XLB) | 0.0 | $3.4k | +100% | 76.00 | 45.36 |
|
| V.F. Corporation (VFC) | 0.0 | $3.3k | 185.00 | 18.08 |
|
|
| iShares S&P Global Infrastructure Index (IGF) | 0.0 | $3.3k | 53.00 | 61.36 |
|
|
| Amentum Holdings (AMTM) | 0.0 | $3.2k | -75% | 110.00 | 29.00 |
|
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $3.2k | 120.00 | 26.56 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $3.0k | 72.00 | 41.12 |
|
|
| Mcewen Mng (MUX) | 0.0 | $2.9k | 158.00 | 18.51 |
|
|
| Baxter International (BAX) | 0.0 | $2.9k | 151.00 | 19.11 |
|
|
| Ishares Tr core msci pac (IPAC) | 0.0 | $2.8k | 38.00 | 73.21 |
|
|
| Arm Holdings (ARM) | 0.0 | $2.7k | 25.00 | 109.32 |
|
|
| Applovin Corp Class A (APP) | 0.0 | $2.7k | 4.00 | 673.75 |
|
|
| Leggett & Platt (LEG) | 0.0 | $2.6k | 240.00 | 11.00 |
|
|
| MicroStrategy Incorporated (MSTR) | 0.0 | $2.6k | 17.00 | 151.94 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $2.5k | 29.00 | 87.34 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $2.5k | 38.00 | 65.00 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $2.0k | 7.00 | 278.86 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $1.9k | 14.00 | 137.79 |
|
|
| Synopsys (SNPS) | 0.0 | $1.9k | 4.00 | 469.75 |
|
|
| Marsh & McLennan Companies | 0.0 | $1.9k | 10.00 | 185.50 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $1.8k | 8.00 | 223.75 |
|
|
| Blue Owl Capital (OWL) | 0.0 | $1.8k | 119.00 | 14.94 |
|
|
| Spotify Technology Sa (SPOT) | 0.0 | $1.7k | 3.00 | 580.67 |
|
|
| CACI International (CACI) | 0.0 | $1.6k | 3.00 | 532.67 |
|
|
| Digital World Acquisition Co Class A (DJT) | 0.0 | $1.6k | 120.00 | 13.24 |
|
|
| Marriott International (MAR) | 0.0 | $1.6k | 5.00 | 310.20 |
|
|
| Moody's Corporation (MCO) | 0.0 | $1.5k | 3.00 | 511.00 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $1.5k | 8.00 | 188.12 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $1.5k | 3.00 | 490.33 |
|
|
| Pure Storage Inc - Class A (PSTG) | 0.0 | $1.4k | 21.00 | 67.00 |
|
|
| Pulte (PHM) | 0.0 | $1.3k | 11.00 | 117.27 |
|
|
| Republic Services (RSG) | 0.0 | $1.3k | 6.00 | 212.00 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $1.3k | 4.00 | 312.50 |
|
|
| Dupont De Nemours (DD) | 0.0 | $1.2k | 29.00 | 40.21 |
|
|
| Doubleline Total Etf etf (TOTL) | 0.0 | $1.1k | 28.00 | 40.25 |
|
|
| Community Health Systems (CYH) | 0.0 | $1.1k | 340.00 | 3.12 |
|
|
| Porch Group (PRCH) | 0.0 | $913.000000 | 100.00 | 9.13 |
|
|
| Marathon Digital Holdings In (MARA) | 0.0 | $898.000000 | NEW | 100.00 | 8.98 |
|
| Howmet Aerospace (HWM) | 0.0 | $820.000000 | 4.00 | 205.00 |
|
|
| Riot Blockchain (RIOT) | 0.0 | $634.000000 | NEW | 50.00 | 12.68 |
|
| Occidental Petroleum Corp Warrant (OXY.WS) | 0.0 | $559.001100 | 29.00 | 19.28 |
|
|
| Lucid Group (LCID) | 0.0 | $485.999200 | 46.00 | 10.57 |
|
|
| Organon & Co (OGN) | 0.0 | $143.000000 | 20.00 | 7.15 |
|
|
| Energy Focus (EFOI) | 0.0 | $103.999500 | 45.00 | 2.31 |
|
|
| Moderna (MRNA) | 0.0 | $87.999900 | 3.00 | 29.33 |
|
|
| Bit Digital Ord (BTBT) | 0.0 | $79.002000 | 42.00 | 1.88 |
|
|
| Nio Inc spon ads (NIO) | 0.0 | $51.000000 | 10.00 | 5.10 |
|
Past Filings by BankPlus Trust Department
SEC 13F filings are viewable for BankPlus Trust Department going back to 2025
- BankPlus Trust Department 2025 Q4 filed Jan. 27, 2026
- BankPlus Trust Department 2025 Q3 filed Oct. 17, 2025
- BankPlus Trust Department 2025 Q2 filed July 23, 2025
- BankPlus Trust Department 2025 Q1 filed May 1, 2025