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BNC WEALTH MANAGEMENT, LLC13F | |
| BNC WEALTH MANAGEMENT, LLC | |
| Last update 2025-07-15 | 98 Stocks (10 new) |
| Value $337.00 Mil | Turnover 8 % |
BNC WEALTH MANAGEMENT, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 186,203 | 29,418.2 | -0.40% | 8.730 | -0.03% | 0.000 | +64.02% | +27.63% | 4,179,295.7 | Semiconductors | |
AMZN | Amazon.com Inc | 120,982 | 26,542.2 | -1.39% | 7.870 | -0.12% | 0.000 | +28.03% | +1.73% | 2,369,463.7 | Retail - Cyclical | |
MSFT | Microsoft Corp | 37,793 | 18,798.4 | -0.07% | 5.580 | 0% | 0.000 | +36.31% | +20.42% | 3,758,042.8 | Software | |
AAPL | Apple Inc | 85,117 | 17,463.5 | -3.09% | 5.180 | -0.22% | 0.000 | +8.32% | -15.87% | 3,138,913.2 | Hardware | |
GOOGL | Alphabet Inc | 68,778 | 12,120.7 | -0.11% | 3.600 | 0% | 0.000 | +19.48% | -3.12% | 2,224,662.6 | Interactive Media | |
TSLA | Tesla Inc | 36,399 | 11,562.4 | -2.74% | 3.430 | -0.10% | 0.000 | +33.17% | -20.35% | 1,036,085.0 | Vehicles & Parts | |
META | Meta Platforms Inc | 15,437 | 11,394.2 | +0.19% | 3.380 | +0.01% | 0.000 | +40.04% | +20.25% | 1,767,345.8 | Interactive Media | |
ANET | Arista Networks Inc | 90,713 | 9,280.9 | +0.20% | 2.750 | +0.01% | 0.010 | +50.69% | -2.02% | 136,016.3 | Hardware | |
AXON | Axon Enterprise Inc | 10,889 | 9,015.4 | +0.32% | 2.670 | +0.01% | 0.010 | +29.89% | +24.98% | 57,825.2 | Aerospace & Defense | |
PLTR | Palantir Technologies Inc | 61,741 | 8,416.6 | -2.54% | 2.500 | -0.05% | 0.000 | +62.78% | +99.54% | 356,134.4 | Software |
BNC WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns
BNC WEALTH MANAGEMENT, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ACN | Accenture PLC | 2025-06-30 | Sold Out Sold Out | -1.92% | 279.23 ($304.68) 323.21 | $279.67 | -8.21% | Sold Out | 0 | -17,101 | |
KLAC | KLA Corp | 2025-06-30 | New Buy New Buy | +1.67% | 576.53 ($751.16) 902.94 | $933.49 | 24.27% | New holding | 6,299 | 6,299 | |
AU | Anglogold Ashanti PLC | 2025-06-30 | New Buy New Buy | +0.92% | 33.16 ($42.94) 50.84 | $47.12 | 9.73% | New holding | 67,835 | 67,835 | |
IBIT | ISHARES BITCOIN TR | 2025-06-30 | Add Add | +0.86% | 43.59 ($55.89) 63.23 | $67.83 | 21.36% | Add 158.06% | 77,169 | 47,265 | |
QCOM | Qualcomm Inc | 2025-06-30 | Reduce Reduce | -0.86% | 124.66 ($147.32) 159.48 | $154.07 | 4.58% | Reduce -85.6% | 2,617 | -15,555 | |
USB | U.S. Bancorp | 2025-06-30 | Reduce Reduce | -0.84% | 36.4 ($42.05) 45.76 | $45.68 | 8.63% | Reduce -92.13% | 4,735 | -55,406 | |
MNST | Monster Beverage Corp | 2025-06-30 | New Buy New Buy | +0.79% | 55.01 ($61.06) 64.24 | $58.65 | -3.95% | New holding | 42,548 | 42,548 | |
AMD | Advanced Micro Devices Inc | 2025-06-30 | New Buy New Buy | +0.76% | 78.21 ($108.77) 143.81 | $160.08 | 47.17% | New holding | 18,005 | 18,005 | |
XLI | Industrial Select Sector SPDR | 2025-06-30 | Sold Out Sold Out | -0.74% | 116.42 ($136.33) 147.52 | $150.41 | 10.33% | Sold Out | 0 | -15,641 | |
HOOD | Robinhood Markets Inc | 2025-06-30 | Add Add | +0.60% | 34.17 ($58.91) 93.63 | $103.25 | 75.27% | Add 59.55% | 58,110 | 21,688 |
BNC WEALTH MANAGEMENT, LLC Total Holding History ($B)
BNC WEALTH MANAGEMENT, LLC's Asset Allocation
BNC WEALTH MANAGEMENT, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BNC WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2025-06-30
BNC WEALTH MANAGEMENT, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BNC WEALTH MANAGEMENT, LLC's Holdings Heat Map
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BNC WEALTH MANAGEMENT, LLC's Holdings Bubble Chart
BNC WEALTH MANAGEMENT, LLC News
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