Bnc Wealth Management, LLC Reduced Holdings in Q4 2024

Bnc Wealth Management, LLC

  • $291 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-68
- 0.28%
$209.89 - $233.24 $14.3K - $15.9K
24.5K $5.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-11
- 0.42%
$501.29 - $612.85 $5.51K - $6.74K
2.62K $1.37M
NVO
Novo Nordisk A S

Healthcare
-149
- 2.14%
$85.0 - $120.04 $12.7K - $17.9K
6.81K $585K
DHR
Danaher Corp

Healthcare
-66
- 1.58%
$226.16 - $274.52 $14.9K - $18.1K
4.1K $941K
WFC
Wells Fargo & Company

Financial Services
-3.43K
- 53.61%
$54.98 - $77.35 $188K - $265K
2.97K $208K
HD
Home Depot, Inc.

Consumer Cyclical
-92
- 1.84%
$385.02 - $431.37 $35.4K - $39.7K
4.91K $1.91M
SPY
Spdr S&P 500 ETF Trust

ETFs
-278
- 6.78%
$567.81 - $607.81 $158K - $169K
3.82K $2.24M
NKE
Nike, Inc.

Consumer Cyclical
-526
- 10.1%
$73.36 - $89.13 $38.6K - $46.9K
4.68K $354K
JNJ
Johnson & Johnson

Healthcare
-202
- 5.97%
$143.34 - $165.86 $29K - $33.5K
3.18K $460K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-2.9K
- 5.13%
$11.39 - $12.41 $33K - $36K
53.6K $625K
VAW
Vanguard Materials ETF

ETFs
-107
- 8.71%
$186.91 - $215.32 $20K - $23K
1.12K $210K
VIG
Vanguard Dividend Appreciation

ETFs
-258
- 3.23%
N/A
7.72K $1.41M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-67
- 4.59%
$442.29 - $483.08 $29.6K - $32.4K
1.39K $631K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-98
- 12.2%
$417.69 - $450.94 $40.9K - $44.2K
705 $299K
ACN
Accenture PLC

Technology
-99
- 4.08%
$343.9 - $376.86 $34K - $37.3K
2.33K $818K
XOM
Exxon Mobil Corp

Energy
-44
- 1.22%
$105.51 - $125.37 $4.64K - $5.52K
3.57K $384K
PH
Parker Hannifin Corp

Industrials
-63
- 3.31%
$621.74 - $709.46 $39.2K - $44.7K
1.84K $1.17M
VDE
Vanguard Energy ETF

ETFs
-213
- 11.42%
$116.67 - $136.78 $24.9K - $29.1K
1.65K $200K
CSX
Csx Corp

Industrials
-217
- 2.8%
$31.58 - $36.88 $6.85K - $8K
7.53K $242K
USB
Us Bancorp \De\

Financial Services
-43
- 0.76%
$43.98 - $53.66 $1.89K - $2.31K
5.58K $266K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-114
- 3.52%
$481.22 - $538.17 $54.9K - $61.4K
3.13K $1.6M
BAC
Bank Of America Corp

Financial Services
-108
- 1.4%
$39.22 - $47.77 $4.24K - $5.16K
7.58K $333K
VTI
Vanguard Total Stock Market Et

ETFs
-188
- 1.28%
$280.04 - $302.45 $52.6K - $56.9K
14.5K $4.2M
MA
Mastercard Inc

Financial Services
-19
- 0.69%
$491.3 - $536.15 $9.33K - $10.2K
2.72K $1.43M
RMBS
Rambus Inc

Technology
-200
- 1.4%
$40.13 - $59.14 $8.03K - $11.8K
14.1K $743K
V
Visa Inc.

Financial Services
-31
- 0.5%
$273.87 - $320.91 $8.49K - $9.95K
6.18K $1.95M
AAPL
Apple Inc.

Technology
-1.06K
- 1.17%
$221.69 - $259.02 $236K - $275K
89.4K $22.4M
PLTR
Palantir Technologies Inc.

Technology
-2.47K
- 3.24%
$36.46 - $82.38 $90.2K - $204K
73.8K $5.58M
Activity Summary
Buys All Purchases 53 New Holdings 16 Increased Positions 37 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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