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BNC WEALTH MANAGEMENT, LLC13F | |
| BNC WEALTH MANAGEMENT, LLC | |
| Last update 2025-04-16 | 98 Stocks (13 new) |
| Value $278.00 Mil | Turnover 15 % |
BNC WEALTH MANAGEMENT, LLC Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMZN | Amazon.com Inc | 122,682 | 23,341.5 | +32.34% | 8.410 | +2.06% | 0.000 | -6.22% | -7.43% | 2,156,181.2 | Retail - Cyclical | |
NVDA | NVIDIA Corp | 186,959 | 20,262.6 | -1.49% | 7.300 | -0.13% | 0.000 | -1.18% | -1.08% | 3,239,399.2 | Semiconductors | |
AAPL | Apple Inc | 87,834 | 19,510.5 | -1.79% | 7.030 | -0.13% | 0.000 | -17.89% | -19.40% | 3,007,477.9 | Hardware | |
MSFT | Microsoft Corp | 37,821 | 14,197.5 | +1.92% | 5.120 | +0.10% | 0.000 | +11.63% | +8.33% | 3,380,766.9 | Software | |
GOOGL | Alphabet Inc | 68,851 | 10,647.1 | +1.49% | 3.840 | +0.06% | 0.000 | -4.78% | -9.63% | 2,079,524.4 | Interactive Media | |
TSLA | Tesla Inc | 37,424 | 9,698.8 | -8.60% | 3.490 | -0.47% | 0.000 | +0.96% | -15.55% | 1,098,474.9 | Vehicles & Parts | |
META | Meta Platforms Inc | 15,408 | 8,880.8 | +0.48% | 3.200 | +0.02% | 0.000 | -6.79% | +8.82% | 1,600,545.3 | Interactive Media | |
ANET | Arista Networks Inc | 90,528 | 7,014.1 | -0.62% | 2.530 | -0.02% | 0.010 | -5.84% | -16.26% | 116,248.1 | Hardware | |
JPM | JPMorgan Chase & Co | 26,019 | 6,382.6 | +4.65% | 2.300 | +0.10% | 0.000 | -0.74% | +9.98% | 724,426.6 | Banks | |
CDNS | Cadence Design Systems Inc | 23,105 | 5,876.3 | +0.76% | 2.120 | +0.02% | 0.010 | +22.56% | +5.38% | 86,453.3 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMZN | Amazon.com Inc | 2025-03-31 | Add | +2.06% | 190.26 ($217) 242.06 | $203.10 | -6.41% | Add 32.34% | 122,682 | 29,978 | |
AMD | Advanced Micro Devices Inc | 2025-03-31 | Sold Out | -1.92% | 96.63 ($111.19) 129.55 | $110.71 | -0.43% | Sold Out | 0 | -48,308 | |
TDG | TransDigm Group Inc | 2025-03-31 | Sold Out | -1.82% | 1251.32 ($1333.33) 1394.11 | $1,405.15 | 5.39% | Sold Out | 0 | -4,373 | |
ACN | Accenture PLC | 2025-03-31 | Add | +1.66% | 300.91 ($353.16) 398.25 | $316.45 | -10.39% | Add 635.21% | 17,101 | 14,775 | |
KIM | Kimco Realty Corp | 2025-03-31 | Sold Out | -1.56% | 20.13 ($21.83) 23.43 | $20.61 | -5.59% | Sold Out | 0 | -202,572 | |
DE | Deere & Co | 2025-03-31 | Add | +1.43% | 408.57 ($467.8) 509.27 | $515.65 | 10.23% | Add 1396.52% | 9,039 | 8,435 | |
ABT | Abbott Laboratories | 2025-03-31 | New Buy | +1.12% | 111.1 ($127.27) 140.22 | $131.50 | 3.32% | New holding | 23,501 | 23,501 | |
GWW | W.W. Grainger Inc | 2025-03-31 | Sold Out | -1.09% | 953.54 ($1033.91) 1132.42 | $1,078.14 | 4.28% | Sold Out | 0 | -3,139 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add | +1.05% | 442.66 ($486.15) 534.52 | $503.57 | 3.58% | Add 391.61% | 6,853 | 5,459 | |
VRT | Vertiv Holdings Co | 2025-03-31 | Sold Out | -0.98% | 72.2 ($106.44) 153.49 | $104.20 | -2.10% | Sold Out | 0 | -26,302 |
BNC WEALTH MANAGEMENT, LLC Total Holding History ($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 2025-03-31
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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