BankPlus Wealth Management LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Jackson, MS
CIK
0002051117
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
98
136,147
IVV, JCPB, JPIE, AAPL
13F-HR
4/25/2025
000166773125000524
Q4 2024
104
134,184
IVV, JCPB, JPIE, AAPL
13F-HR
1/22/2025
000166773125000077