Bnc Wealth Management, LLC Incresed Positions in Q4 2024

Bnc Wealth Management, LLC

  • $291 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
843
+ 2.1%
$213.65 - $479.86 $180K - $405K
40.9K $16.5M
AMZN
Amazon Com Inc

Consumer Cyclical
2.32K
+ 2.56%
$180.88 - $232.93 $419K - $539K
92.7K $20.3M
NVDA
Nvidia Corp

Technology
2.14K
+ 1.14%
$117.0 - $148.88 $251K - $319K
190K $25.5M
AXON
Axon Enterprise, Inc.

Industrials
470
+ 4.53%
$399.22 - $689.78 $188K - $324K
10.8K $6.45M
GOOGL
Alphabet Inc.

Communication Services
2.23K
+ 3.39%
$161.86 - $196.66 $360K - $438K
67.8K $12.8M
GE
General Electric CO

Industrials
7.27K
+ 224.84%
$159.95 - $194.23 $1.16M - $1.41M
10.5K $1.75M
CDNS
Cadence Design Systems Inc

Technology
1.16K
+ 5.32%
$249.1 - $324.54 $289K - $376K
22.9K $6.89M
JPM
Jpmorgan Chase & CO

Financial Services
1.18K
+ 4.99%
$205.18 - $250.29 $242K - $296K
24.9K $5.96M
GRMN
Garmin LTD

Technology
1.42K
+ 6.58%
$161.91 - $220.77 $231K - $314K
23.1K $4.76M
META
Meta Platforms, Inc.

Communication Services
1.03K
+ 7.22%
$554.08 - $632.68 $572K - $654K
15.3K $9.05M
CRWD
Crowd Strike Holdings, Inc.

Technology
693
+ 7.71%
$275.15 - $388.2 $191K - $269K
9.68K $3.31M
PANW
Palo Alto Networks Inc

Technology
16.4K
+ 118.91%
$181.96 - $405.9 $2.98M - $6.66M
30.2K $5.49M
ISRG
Intuitive Surgical Inc

Healthcare
603
+ 5.72%
$471.27 - $550.62 $284K - $332K
11.1K $5.82M
AXP
American Express CO

Financial Services
725
+ 5.11%
$267.35 - $305.57 $194K - $222K
14.9K $4.42M
EMR
Emerson Electric CO

Industrials
2.07K
+ 11.07%
$108.13 - $134.33 $224K - $278K
20.8K $2.57M
COST
Costco Wholesale Corp

Consumer Defensive
187
+ 2.9%
$873.59 - $994.69 $163K - $186K
6.63K $6.07M
SPGI
S&P Global Inc.

Financial Services
842
+ 10.8%
$480.36 - $529.17 $404K - $446K
8.64K $4.3M
IWM
Ishares Russell 2000 ETF

ETFs
1.22K
+ 14.3%
$216.13 - $242.4 $263K - $295K
9.72K $2.15M
GWW
W.W. Grainger, Inc.

Industrials
187
+ 6.33%
$1023.06 - $1220.93 $191K - $228K
3.14K $3.31M
MSFT
Microsoft Corp

Technology
1.23K
+ 3.43%
$406.35 - $454.46 $500K - $559K
37.1K $15.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
61.2K
+ 110.51%
$25.33 - $51.16 $1.55M - $3.13M
117K $3.02M
INTC
Intel Corp

Technology
5.47K
+ 40.39%
$19.07 - $26.23 $104K - $143K
19K $380K
IR
Ingersoll Rand Inc.

Industrials
2.68K
+ 10.81%
$90.46 - $105.35 $242K - $282K
27.4K $2.48M
ORCL
Oracle Corp

Technology
939
+ 3.18%
$165.41 - $192.43 $155K - $181K
30.5K $5.08M
XLK
Technology Sector Spdr

ETFs
98
+ 4.26%
$220.26 - $241.44 $21.6K - $23.7K
2.4K $557K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.11%
$225.97 - $266.66 $226 - $267
917 $220K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
127
+ 4.98%
$96.64 - $101.23 $12.3K - $12.9K
2.68K $259K
Ge Vernova Inc
61
+ 6.9%
N/A
945 $0
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.27K
+ 214.35%
$25.93 - $105.3 $163K - $660K
9.2K $256K
UNP
Union Pacific Corp

Industrials
1
+ 0.03%
$223.15 - $249.32 $223 - $249
3.24K $739K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
31.7K
+ 192.2%
$26.93 - $84.95 $853K - $2.69M
48.2K $1.32M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
34.3K
+ 174.67%
$22.01 - $66.82 $756K - $2.29M
54K $1.23M
CAT
Caterpillar Inc

Industrials
550
+ 5.49%
$360.37 - $416.88 $198K - $229K
10.6K $3.84M
SBUX
Starbucks Corp

Consumer Cyclical
6
+ 0.02%
$87.44 - $102.5 $525 - $615
28.7K $2.62M
TDG
Trans Digm Group Inc

Industrials
230
+ 5.55%
$1239.0 - $1442.53 $285K - $332K
4.37K $5.54M
AMD
Advanced Micro Devices Inc

Technology
3.35K
+ 7.46%
$118.88 - $172.8 $398K - $579K
48.3K $5.84M
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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