BankPlus Wealth Management LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Rivian Automotive, Inc. / DE | $244.8K | 0.1% |
| JOHNSON & JOHNSON | $240.9K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $237.6K | 0.1% |
| CrowdStrike Holdings, Inc. | $224.1K | 0.1% |
| THERMO FISHER SCIENTIFIC INC. | $219.9K | 0.1% |
| ISHARES TR | $213.8K | 0.1% |
| Edwards Lifesciences Corp | $206.4K | 0.1% |
| HIGHLAND GLOBAL ALLOCATION FUND | $146.1K | 0.1% |
| FS Credit Opportunities Corp.FSCO | $126.0K | 0.1% |
| Nuveen Preferred & Income Opportunities FundJPC | $88.3K | 0.0% |
| MFS GOVERNMENT MARKETS INCOME TRUSTMGF | $46.6K | 0.0% |