Bnc Wealth Management, LLC Incresed Positions in Q2 2025

Bnc Wealth Management, LLC

  • $314 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HOOD
Robinhood Markets, Inc.

Technology
21.7K
+ 59.55%
$34.17 - $93.63 $741K - $2.03M
58.1K $5.44M
AXON
Axon Enterprise, Inc.

Industrials
35
+ 0.32%
$497.13 - $827.94 $17.4K - $29K
10.9K $9.02M
PWR
Quanta Services, Inc.

Industrials
2.69K
+ 19.25%
$239.47 - $381.26 $644K - $1.03M
16.7K $6.3M
ORCL
Oracle Corp

Technology
877
+ 2.84%
$122.82 - $218.63 $108K - $192K
31.8K $6.95M
META
Meta Platforms, Inc.

Communication Services
29
+ 0.19%
$484.66 - $738.09 $14.1K - $21.4K
15.4K $11.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
348
+ 3.53%
$321.63 - $509.31 $112K - $177K
10.2K $5.2M
NFLX
Netflix Inc

Communication Services
161
+ 4.67%
$855.86 - $1339.13 $138K - $216K
3.61K $4.83M
JPM
Jpmorgan Chase & CO

Financial Services
614
+ 2.36%
$210.28 - $289.91 $129K - $178K
26.6K $7.72M
CDNS
Cadence Design Systems Inc

Technology
145
+ 0.63%
$231.64 - $323.08 $33.6K - $46.8K
23.3K $7.16M
MSTR
Microstrategy Inc

Technology
1.83K
+ 44.69%
$237.95 - $421.61 $436K - $772K
5.93K $2.4M
ETN
Eaton Corp PLC

Industrials
284
+ 2.33%
$246.52 - $356.99 $70K - $101K
12.5K $4.45M
GE
General Electric CO

Industrials
1.44K
+ 12.23%
$166.81 - $257.39 $240K - $370K
13.2K $3.4M
AXP
American Express CO

Financial Services
589
+ 3.91%
$231.39 - $318.98 $136K - $188K
15.7K $4.99M
CAT
Caterpillar Inc

Industrials
498
+ 4.62%
$273.94 - $388.21 $136K - $193K
11.3K $4.38M
GS
Goldman Sachs Group Inc

Financial Services
483
+ 17.29%
$462.22 - $707.75 $223K - $342K
3.28K $2.32M
EMR
Emerson Electric CO

Industrials
1.59K
+ 7.26%
$94.15 - $133.33 $150K - $212K
23.5K $3.13M
SPY
Spdr S&P 500 ETF Trust

ETFs
764
+ 20.57%
$496.48 - $617.85 $379K - $472K
4.48K $2.77M
ISRG
Intuitive Surgical Inc

Healthcare
218
+ 1.94%
$451.58 - $565.94 $98.4K - $123K
11.4K $6.21M
VTI
Vanguard Total Stock Market Et

ETFs
195
+ 1.36%
$243.75 - $303.93 $47.5K - $59.3K
14.5K $4.41M
BK
Bank Of New York Mellon Corp

Financial Services
1.41K
+ 2.78%
$73.31 - $91.62 $103K - $129K
52K $4.73M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.84K
+ 21.27%
$72.96 - $90.39 $280K - $347K
21.9K $1.96M
QQQ
Invesco Qqq Trust, Series 1

ETFs
235
+ 7.61%
$416.06 - $551.64 $97.8K - $130K
3.33K $1.83M
PGR
Progressive Corp

Financial Services
1.65K
+ 22.72%
$255.27 - $288.74 $420K - $475K
8.89K $2.37M
ABT
Abbott Laboratories

Healthcare
1.76K
+ 7.49%
$123.95 - $138.08 $218K - $243K
25.3K $3.44M
COST
Costco Wholesale Corp

Consumer Defensive
115
+ 2.84%
$908.13 - $1056.85 $104K - $122K
4.16K $4.12M
VIG
Vanguard Dividend Appreciation

ETFs
1.49K
+ 19.64%
N/A
9.05K $1.65M
XLK
Technology Sector Spdr

ETFs
6
+ 0.26%
$179.73 - $253.23 $1.08K - $1.52K
2.29K $580K
IVV
Ishares Core S&P 500 ETF

ETFs
12
+ 2.84%
$498.8 - $620.9 $5.99K - $7.45K
435 $270K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
255
+ 9.74%
$77.74 - $78.78 $19.8K - $20.1K
2.87K $226K
GLD
Spdr Gold Trust

ETFs
24
+ 3.42%
$273.71 - $316.29 $6.57K - $7.59K
725 $221K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
92
+ 3.44%
$96.84 - $99.46 $8.91K - $9.15K
2.77K $274K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
64
+ 2.39%
$75.05 - $77.34 $4.8K - $4.95K
2.74K $212K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.11%
$233.83 - $276.34 $234 - $276
920 $246K
Ishares Bitcoin Trust ETF
47.3K
+ 158.06%
N/A
77.2K $0
Arista Networks Inc
185
+ 0.2%
N/A
90.7K $0
Ge Vernova Inc
2.03K
+ 28.18%
N/A
9.22K $0
Tidal Trust I
1.95K
+ 14.36%
N/A
15.5K $0
UNP
Union Pacific Corp

Industrials
2
+ 0.06%
$208.27 - $238.46 $417 - $477
3.25K $747K
JNJ
Johnson & Johnson

Healthcare
2
+ 0.1%
$146.36 - $159.82 $293 - $320
2.07K $316K
WY
Weyerhaeuser CO

Real Estate
2
+ 0.02%
$24.69 - $29.48 $49.4 - $59
8.05K $206K
COP
Conocophillips

Energy
1
+ 0.04%
$82.66 - $106.1 $82.7 - $106
2.64K $237K
GRMN
Garmin LTD

Technology
600
+ 2.54%
$173.63 - $218.07 $104K - $131K
24.2K $5.05M
SBUX
Starbucks Corp

Consumer Cyclical
7
+ 0.02%
$79.69 - $99.41 $558 - $696
28.2K $2.59M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
287
+ 4.19%
$483.48 - $539.8 $139K - $155K
7.14K $3.47M
Activity Summary
Buys All Purchases 55 New Holdings 10 Increased Positions 45 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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