Bnc Wealth Management, LLC Reduced Holdings in Q1 2025

Bnc Wealth Management, LLC

  • $266 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-3.52K
- 8.6%
$222.15 - $428.22 $782K - $1.51M
37.4K $9.7M
NVDA
Nvidia Corp

Technology
-2.83K
- 1.49%
$106.98 - $149.43 $303K - $423K
187K $20.3M
AAPL
Apple Inc.

Technology
-1.6K
- 1.79%
$209.68 - $247.1 $336K - $396K
87.8K $19.5M
ETN
Eaton Corp PLC

Industrials
-5.77K
- 32.11%
$271.83 - $371.23 $1.57M - $2.14M
12.2K $3.31M
COST
Costco Wholesale Corp

Consumer Defensive
-2.58K
- 38.91%
$890.62 - $1076.86 $2.3M - $2.78M
4.05K $3.83M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-55K
- 47.13%
$23.16 - $27.04 $1.27M - $1.49M
61.7K $1.45M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.01K
- 70.56%
$554.06 - $615.85 $562K - $624K
423 $237K
VTI
Vanguard Total Stock Market Et

ETFs
-205
- 1.41%
$271.18 - $303.12 $55.6K - $62.1K
14.3K $3.91M
PLTR
Palantir Technologies Inc.

Technology
-10.4K
- 14.11%
$64.98 - $124.62 $676K - $1.3M
63.3K $5.35M
IWM
Ishares Russell 2000 ETF

ETFs
-16
- 0.16%
$198.1 - $229.79 $3.17K - $3.68K
9.7K $1.94M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-36
- 1.15%
$468.34 - $539.52 $16.9K - $19.4K
3.09K $1.45M
HD
Home Depot, Inc.

Consumer Cyclical
-44
- 0.9%
$347.25 - $424.87 $15.3K - $18.7K
4.87K $1.78M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-119
- 4.54%
$497.6 - $606.74 $59.2K - $72.2K
2.51K $1.25M
JNJ
Johnson & Johnson

Healthcare
-1.11K
- 34.98%
$142.06 - $167.7 $158K - $187K
2.07K $343K
PH
Parker Hannifin Corp

Industrials
-89
- 4.84%
$591.65 - $707.05 $52.7K - $62.9K
1.75K $1.06M
RMBS
Rambus Inc

Technology
-1.5K
- 10.66%
$51.55 - $68.59 $77.3K - $103K
12.6K $650K
XLK
Technology Sector Spdr

ETFs
-111
- 4.63%
$206.38 - $242.18 $22.9K - $26.9K
2.29K $471K
LOW
Lowes Companies Inc

Consumer Cyclical
-68
- 2.76%
$222.66 - $268.42 $15.1K - $18.3K
2.4K $558K
VIG
Vanguard Dividend Appreciation

ETFs
-157
- 2.03%
N/A
7.56K $1.38M
CSX
Csx Corp

Industrials
-90
- 1.2%
$29.11 - $33.67 $2.62K - $3.03K
7.44K $218K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-17
- 2.41%
$408.78 - $448.82 $6.95K - $7.63K
688 $288K
Arista Networks Inc
-567
- 0.62%
N/A
90.5K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-213
- 0.44%
$27.01 - $28.54 $5.75K - $6.08K
47.9K $1.32M
WY
Weyerhaeuser CO

Real Estate
-71
- 0.87%
$27.29 - $31.39 $1.94K - $2.23K
8.05K $235K
VDE
Vanguard Energy ETF

ETFs
-26
- 1.57%
$119.14 - $132.76 $3.1K - $3.45K
1.63K $208K
XOM
Exxon Mobil Corp

Energy
-90
- 2.52%
$105.44 - $118.93 $9.49K - $10.7K
3.48K $413K
MA
Mastercard Inc

Financial Services
-19
- 0.7%
$504.67 - $576.31 $9.59K - $10.9K
2.7K $1.48M
SBUX
Starbucks Corp

Consumer Cyclical
-515
- 1.79%
$91.75 - $115.81 $47.3K - $59.6K
28.2K $2.77M
V
Visa Inc.

Financial Services
-82
- 1.33%
$306.92 - $362.71 $25.2K - $29.7K
6.1K $2.14M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.69K
- 6.9%
$208.48 - $244.03 $352K - $412K
22.8K $5.56M
Activity Summary
Buys All Purchases 48 New Holdings 13 Increased Positions 35 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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