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Home > Institutional Investor > Bankplus Wealth Management Llc > Profile

Instuitional Investor - Bankplus Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Bankplus Wealth Management Llc
Portfolio Value $134,184,483
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 58,045 $34,170,318 25.46%
2.
J P Morgan Exchange Traded F
 222,210 $10,237,211 7.62%
3.
J P Morgan Exchange Traded F
 139,308 $6,355,144 4.73%
4.
Apple Inc.
 AAPL 24,401 $6,110,392 4.55%
5.
First Tr Exchange-Traded Fd
 65,256 $3,859,133 2.87%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)