BANKPLUS WEALTH MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 25K | $6.72M |
 | ARCC | 22K | $438.69K |
 | FSCO | 20K | $126.00K |
 | PFE | 18K | $459.31K |
 | ENB | 14K | $678.50K |
 | RIVN | 12K | $244.82K |
 | FAST | 12K | $482.44K |
 | RF | 11K | $307.02K |
 | BIPC | 11K | $505.97K |
 | TRMK | 11K | $417.44K |
 | BMY | 10K | $547.56K |
 | PG | 10K | $1.39M |
 | JPM | 10K | $3.09M |
 | NVDA | 9K | $1.62M |
 | TFC | 9K | $420.24K |
 | NEE | 8K | $648.07K |
 | CSCO | 8K | $612.02K |
 | KO | 8K | $535.49K |
 | ABT | 7K | $918.05K |
 | MSFT | 7K | $3.47M |
Apple Inc.
AAPL
Shares Held
25K
Value
$6.72M
Ares Capital Corporation
ARCC
Shares Held
22K
Value
$438.69K
FS Credit Opportunities Corp.
FSCO
Shares Held
20K
Value
$126.00K
Pfizer Inc.
PFE
Shares Held
18K
Value
$459.31K
Enbridge Inc.
ENB
Shares Held
14K
Value
$678.50K
Rivian Automotive, Inc.
RIVN
Shares Held
12K
Value
$244.82K
Fastenal Company
FAST
Shares Held
12K
Value
$482.44K
Regions Financial Corporation
RF
Shares Held
11K
Value
$307.02K
Brookfield Infrastructure Corporation
BIPC
Shares Held
11K
Value
$505.97K
Trustmark Corporation
TRMK
Shares Held
11K
Value
$417.44K
Bristol-Myers Squibb Company
BMY
Shares Held
10K
Value
$547.56K
The Procter & Gamble Company
PG
Shares Held
10K
Value
$1.39M
JPMorgan Chase & Co.
JPM
Shares Held
10K
Value
$3.09M
NVIDIA Corporation
NVDA
Shares Held
9K
Value
$1.62M
Truist Financial Corporation
TFC
Shares Held
9K
Value
$420.24K
NextEra Energy, Inc.
NEE
Shares Held
8K
Value
$648.07K
Cisco Systems, Inc.
CSCO
Shares Held
8K
Value
$612.02K
The Coca-Cola Company
KO
Shares Held
8K
Value
$535.49K
Abbott Laboratories
ABT
Shares Held
7K
Value
$918.05K
Microsoft Corporation
MSFT
Shares Held
7K
Value
$3.47M