BankPlus Wealth Management LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    jackson, MS
  • CIK
    0002051117
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

98

$136.15M
IVV, JCPB, JPIE, AAPL
13F-HR
Apr 25, 2025
000166773125000524

104

$134.19M
IVV, JCPB, JPIE, AAPL
13F-HR
Jan 22, 2025
000166773125000077