BankPlus Trust Department

Q1 2025 13F Holdings

  • Location
    jackson, MS
  • Num holdings

    475

  • Value ($000)

    $299,674

  • Date Filed
    05/01/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

iShares SP 500 Index Fund

COM
464287200
$73.55M
25 %

130,899

MSFT
MSFT

Microsoft, Corp.

COM
594918104
$12.30M
4 %

32,754

AAPL
AAPL

Apple Computer Inc.

COM
037833100
$10.97M
4 %

49,375

JHMM
JHMM

John Hancock Multifactor Mid Cap ETF

COM
47804J206
$7.22M
2 %

126,087

PGR
PGR

The Progressive Corporation

COM
743315103
$6.61M
2 %

23,360

NVDA
NVDA

NVIDIA

COM
67066G104
$6.60M
2 %

60,895

LLY
LLY

Eli Lilly & Co.

COM
532457108
$6.10M
2 %

7,385

ABBV
ABBV

AbbVie Inc.

COM
00287Y109
$5.50M
2 %

26,258

GWW
GWW

WW Grainger, Inc.

COM
384802104
$4.10M
1 %

4,146

PG
PG

Procter & Gamble Co.

COM
742718109
$3.96M
1 %

23,262

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