Bankplus Trust Department Top Holdings and 13F Report (2025) About Bankplus Trust DepartmentInvestment ActivityBankplus Trust Department has $304.78 million in total holdings as of December 31, 2024.Bankplus Trust Department owns shares of 471 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P 500 ETF $76,103,962Microsoft $13,861,028Apple $12,613,405NVIDIA $9,094,790John Hancock Multifactor Mid Cap ETF $7,268,843 Sector AllocationMap of 500 Largest Holdings ofBankplus Trust Department Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$76,103,962129,27925.0%ETFMSFTMicrosoft$13,861,02832,8854.5%Computer and TechnologyAAPLApple$12,613,40550,3694.1%Computer and TechnologyNVDANVIDIA$9,094,79067,7253.0%Computer and TechnologyJHMMJohn Hancock Multifactor Mid Cap ETF$7,268,843121,6952.4%ETFLLYEli Lilly and Company$5,883,4127,6211.9%MedicalPGRProgressive$5,835,22224,3531.9%FinanceABBVAbbVie$4,660,00526,2241.5%MedicalGWWW.W. Grainger$4,377,4704,1531.4%Industrial ProductsAMZNAmazon.com$3,973,81118,1131.3%Retail/WholesalePGProcter & Gamble$3,831,80822,8561.3%Consumer StaplesADPAutomatic Data Processing$3,708,88912,6701.2%Business ServicesHDHome Depot$3,311,8618,5141.1%Retail/WholesaleTXNTexas Instruments$3,249,54817,3301.1%Computer and TechnologyQQQInvesco QQQ$3,179,8516,2201.0%FinanceTJXTJX Companies$3,141,42326,0031.0%Retail/WholesaleJPMJPMorgan Chase & Co.$3,062,53512,7761.0%FinanceBXBlackstone$3,051,83417,7001.0%FinanceACNAccenture$2,951,8708,3911.0%Computer and TechnologyLMTLockheed Martin$2,891,3435,9500.9%AerospaceCSCOCisco Systems$2,847,10648,0930.9%Computer and TechnologyKOCoca-Cola$2,475,33339,7580.8%Consumer StaplesOKEONEOK$2,465,02124,5520.8%Oils/EnergyGOOGAlphabet$2,436,87012,7960.8%Computer and TechnologyABTAbbott Laboratories$2,313,55220,4540.8%MedicalXOMExxon Mobil$2,283,71121,2300.7%Oils/EnergyCRMSalesforce$2,264,0836,7720.7%Computer and TechnologyBRK.BBerkshire Hathaway$2,137,6684,7160.7%FinanceAMGNAmgen$2,080,9507,9840.7%MedicalWMTWalmart$2,078,68223,0070.7%Retail/WholesaleFASTFastenal$1,933,30026,8850.6%Retail/WholesaleTSLATesla$1,904,5094,7160.6%Auto/Tires/TrucksNEENextEra Energy$1,885,08926,2950.6%UtilitiesEGPEastGroup Properties$1,871,31311,6600.6%FinanceJCPBJPMorgan Core Plus Bond ETF$1,810,13639,2910.6%ETFDLRDigital Realty Trust$1,805,92910,1840.6%FinanceARCCAres Capital$1,754,59380,1550.6%FinanceCATCaterpillar$1,745,9644,8130.6%Industrial ProductsIWMiShares Russell 2000 ETF$1,704,9277,7160.6%FinanceENBEnbridge$1,692,66039,8930.6%Oils/EnergyVVisa$1,659,5265,2510.5%Business ServicesBSCPInvesco BulletShares 2025 Corporate Bond ETF$1,619,37378,4200.5%ETFVLOValero Energy$1,612,67113,1550.5%Oils/EnergyDGXQuest Diagnostics$1,596,40110,5820.5%MedicalDISWalt Disney$1,578,05314,1720.5%Consumer DiscretionaryGRMNGarmin$1,550,4567,5170.5%Computer and TechnologyBMYBristol-Myers Squibb$1,547,25527,3560.5%MedicalTSMTaiwan Semiconductor Manufacturing$1,509,2197,6420.5%Computer and TechnologyAJGArthur J. Gallagher & Co.$1,502,1355,2920.5%FinanceLam Research Corp$1,488,22720,6040.5%ComUNHUnitedHealth Group$1,458,9002,8840.5%MedicalFIFiserv$1,452,7307,0720.5%Business ServicesPKWInvesco BuyBack Achievers ETF$1,402,62912,1830.5%ETFLOWLowe's Companies$1,393,9265,6480.5%Retail/WholesaleCOSTCostco Wholesale$1,353,3311,4770.4%Retail/WholesaleSYYSysco$1,349,97817,6560.4%Consumer StaplesTMOThermo Fisher Scientific$1,299,5352,4980.4%MedicalPFEPfizer$1,296,38848,8650.4%MedicalLHXL3Harris Technologies$1,295,1156,1590.4%AerospaceBDXBecton, Dickinson and Company$1,272,9675,6110.4%MedicalPANWPalo Alto Networks$1,197,2976,5800.4%Computer and TechnologyTFCTruist Financial$1,191,43227,4650.4%FinanceDEDeere & Company$1,127,0422,6600.4%Industrial ProductsPLDPrologis$1,087,65310,2900.4%FinanceRTXRTX$1,081,1729,3430.4%AerospaceBrookfield Infrastructure Corp.$1,053,74326,3370.3%ComTMUST-Mobile US$1,045,3774,7360.3%Computer and TechnologyPEPPepsiCo$1,036,2896,8150.3%Consumer StaplesLULULululemon Athletica$1,025,6242,6820.3%Consumer DiscretionaryPYPLPayPal$1,008,06911,8110.3%Computer and TechnologySPHQInvesco S&P 500 Quality ETF$997,54014,8820.3%ETFHONHoneywell International$993,9164,4000.3%Multi-Sector ConglomeratesCOWZPacer US Cash Cows 100 ETF$916,95316,2350.3%ETFPRUPrudential Financial$879,2557,4180.3%FinanceEWEdwards Lifesciences$844,01611,4010.3%MedicalTRMKTrustmark$841,80623,8000.3%FinanceVUGVanguard Growth ETF$829,9102,0220.3%ETFUPSUnited Parcel Service$824,6946,5400.3%TransportationVYMVanguard High Dividend Yield ETF$823,9766,4580.3%ETFNXPINXP Semiconductors$816,8513,9300.3%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$805,3861,4140.3%ETFDHRDanaher$776,3383,3820.3%MedicalJPIEJPMorgan Income ETF$747,25616,3800.2%ETFBSXBoston Scientific$735,8188,2380.2%MedicalMPWRMonolithic Power Systems$707,0821,1950.2%Computer and TechnologyMCDMcDonald's$693,1272,3910.2%Retail/WholesaleIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$693,09013,4060.2%ManufacturingGOOGLAlphabet$675,2333,5670.2%Computer and TechnologyGSThe Goldman Sachs Group$666,5301,1640.2%FinanceORCLOracle$626,4003,7590.2%Computer and TechnologyIWDiShares Russell 1000 Value ETF$622,5923,3630.2%ETFAVGOBroadcom$621,0992,6790.2%Computer and TechnologyCOPConocoPhillips$608,3096,1340.2%Oils/EnergyMRKMerck & Co., Inc.$600,5616,0370.2%MedicalMDLZMondelez International$588,5209,8530.2%Consumer StaplesEQIXEquinix$579,8776150.2%FinanceSTZConstellation Brands$562,4452,5450.2%Consumer StaplesVRTXVertex Pharmaceuticals$555,3231,3790.2%MedicalRFRegions Financial$544,44123,1480.2%FinanceMSMorgan Stanley$527,6474,1970.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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