BANKPLUS WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 25K | $6.35M |
 | ARCC | 22K | $448.29K |
 | FSCO | 20K | $138.20K |
 | PFE | 19K | $485.99K |
 | ENB | 14K | $730.19K |
 | RIVN | 12K | $182.34K |
 | FAST | 12K | $602.91K |
 | NVDA | 12K | $2.27M |
 | BIPC | 11K | $469.05K |
 | RF | 11K | $295.91K |
 | TRMK | 11K | $424.16K |
 | BMY | 10K | $472.63K |
 | PG | 10K | $1.50M |
 | TFC | 9K | $403.78K |
 | NEE | 8K | $630.53K |
 | CSCO | 8K | $563.59K |
 | KO | 8K | $515.67K |
 | ABT | 7K | $989.40K |
 | MSFT | 7K | $3.76M |
 | DIS | 6K | $630.18K |
Apple Inc.
AAPL
Shares Held
25K
Value
$6.35M
Ares Capital Corporation
ARCC
Shares Held
22K
Value
$448.29K
FS Credit Opportunities Corp.
FSCO
Shares Held
20K
Value
$138.20K
Pfizer Inc.
PFE
Shares Held
19K
Value
$485.99K
Enbridge Inc.
ENB
Shares Held
14K
Value
$730.19K
Rivian Automotive, Inc.
RIVN
Shares Held
12K
Value
$182.34K
Fastenal Company
FAST
Shares Held
12K
Value
$602.91K
NVIDIA Corporation
NVDA
Shares Held
12K
Value
$2.27M
Brookfield Infrastructure Corporation
BIPC
Shares Held
11K
Value
$469.05K
Regions Financial Corporation
RF
Shares Held
11K
Value
$295.91K
Trustmark Corporation
TRMK
Shares Held
11K
Value
$424.16K
Bristol-Myers Squibb Company
BMY
Shares Held
10K
Value
$472.63K
The Procter & Gamble Company
PG
Shares Held
10K
Value
$1.50M
Truist Financial Corporation
TFC
Shares Held
9K
Value
$403.78K
NextEra Energy, Inc.
NEE
Shares Held
8K
Value
$630.53K
Cisco Systems, Inc.
CSCO
Shares Held
8K
Value
$563.59K
The Coca-Cola Company
KO
Shares Held
8K
Value
$515.67K
Abbott Laboratories
ABT
Shares Held
7K
Value
$989.40K
Microsoft Corporation
MSFT
Shares Held
7K
Value
$3.76M
The Walt Disney Company
DIS
Shares Held
6K
Value
$630.18K