StockDriftsStockDriftsTop 50 BankPlus Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 27.35% | 81.0K | $52.9M | +5.93%(+4.54K) | $589.43(+26.52%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 8.65% | 355.6K | $16.7M | +15.50%(+47.71K) | $47.14(-0.79%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 4.79% | 201.0K | $9.3M | +12.54%(+22.40K) | $46.07(-0.17%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 3.09% | 81.1K | $6.0M | +38.36%(+22.48K) | $73.62(-0.59%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.08% | 23.5K | $6.0M | -4.92%(-1.22K) | $232.47(+28.56%) | 2026-03-31 | |
| IQLT | ISHARES TR | 2.6% | 108.7K | $5.0M | +23.13%(+20.43K) | $42.06(+17.40%) | 2026-03-31 | |
| TOTR | T ROWE PRICE ETF INC | 2.27% | 108.8K | $4.4M | +18.79%(+17.22K) | $40.72(-1.48%) | 2026-03-31 | |
| IWM | ISHARES TR | 2.11% | 16.5K | $4.1M | +3.46%(+550) | $219.28(+28.91%) | 2026-03-31 | |
| EFG | ISHARES TR | 1.94% | 33.7K | $3.8M | +4.35%(+1.41K) | $104.82(+15.80%) | 2026-03-31 | |
| LQD | ISHARES TR | 1.83% | 32.5K | $3.5M | +29.80%(+7.46K) | $109.55(-0.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.60% | +17.75% |
| Top 20 Holdings Unweighted | +4.90% | +15.44% |
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