Bnc Wealth Management, LLC Reduced Holdings in Q3 2025

Bnc Wealth Management, LLC

  • $358 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6.24K
- 87.34%
$459.11 - $506.91 $2.86M - $3.16M
904 $454K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-19.2K
- 87.47%
$87.29 - $93.61 $1.67M - $1.79M
2.75K $256K
AXON
Axon Enterprise, Inc.

Industrials
-14
- 0.13%
$698.02 - $870.97 $9.77K - $12.2K
10.9K $7.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.99K
- 1.64%
$211.65 - $238.24 $421K - $474K
119K $26.1M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-120
- 0.54%
$196.15 - $217.83 $23.5K - $26.1K
22.3K $4.49M
SBUX
Starbucks Corp

Consumer Cyclical
-910
- 3.22%
$81.9 - $96.86 $74.5K - $88.1K
27.3K $2.31M
NVO
Novo Nordisk A S

Healthcare
-1.75K
- 25.68%
$45.38 - $71.7 $79.3K - $125K
5.06K $280K
V
Visa Inc.

Financial Services
-105
- 1.73%
$332.09 - $358.86 $34.9K - $37.7K
5.96K $2.03M
IWM
Ishares Russell 2000 ETF

ETFs
-616
- 29.28%
$214.92 - $244.84 $132K - $151K
1.49K $360K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-3.99K
- 8.26%
$11.04 - $11.83 $44.1K - $47.2K
44.4K $518K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-5.83K
- 10.2%
$25.29 - $28.33 $147K - $165K
51.3K $1.43M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-143
- 5.16%
$97.75 - $100.75 $14K - $14.4K
2.63K $263K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3.93K
- 7.51%
$23.82 - $25.84 $93.7K - $102K
48.5K $1.25M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-51
- 1.86%
$76.16 - $78.59 $3.88K - $4.01K
2.69K $210K
MA
Mastercard Inc

Financial Services
-28
- 1.05%
$550.18 - $598.96 $15.4K - $16.8K
2.65K $1.51M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-23
- 3.5%
$435.72 - $463.74 $10K - $10.7K
634 $294K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.09K
- 2.49%
$26.38 - $27.95 $28.8K - $30.5K
42.7K $1.17M
QCOM
Qualcomm Inc

Technology
-66
- 2.52%
$145.84 - $173.55 $9.63K - $11.5K
2.55K $424K
CASY
Caseys General Stores Inc

Consumer Cyclical
-1
- 0.2%
$494.52 - $565.32 $495 - $565
501 $283K
LOW
Lowes Companies Inc

Consumer Cyclical
-117
- 5.3%
$215.01 - $273.02 $25.2K - $31.9K
2.09K $525K
ABBV
Abb Vie Inc.

Healthcare
-2
- 0.18%
$184.85 - $231.54 $370 - $463
1.09K $251K
XLK
Technology Sector Spdr

ETFs
-10
- 0.44%
$250.97 - $282.66 $2.51K - $2.83K
2.28K $643K
JNJ
Johnson & Johnson

Healthcare
-3
- 0.14%
$155.17 - $185.42 $466 - $556
2.07K $383K
PH
Parker Hannifin Corp

Industrials
-13
- 0.77%
$697.13 - $769.67 $9.06K - $10K
1.68K $1.27M
INTC
Intel Corp

Technology
-2.34K
- 14.81%
$19.31 - $35.5 $45.2K - $83.1K
13.5K $451K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-59
- 1.77%
$546.99 - $602.2 $32.3K - $35.5K
3.27K $1.96M
HD
Home Depot, Inc.

Consumer Cyclical
-29
- 0.6%
$357.4 - $423.42 $10.4K - $12.3K
4.77K $1.93M
SPY
Spdr S&P 500 ETF Trust

ETFs
-61
- 1.36%
$617.65 - $666.84 $37.7K - $40.7K
4.42K $2.94M
GOOG
Alphabet Inc.

Communication Services
-49
- 1.59%
$175.16 - $255.24 $8.58K - $12.5K
3.04K $739K
RMBS
Rambus Inc

Technology
-1K
- 7.96%
$62.85 - $107.38 $62.9K - $107K
11.6K $1.21M
MSFT
Microsoft Corp

Technology
-542
- 1.43%
$491.09 - $535.64 $266K - $290K
37.3K $19.3M
PLTR
Palantir Technologies Inc.

Technology
-10.9K
- 17.65%
$130.68 - $186.97 $1.42M - $2.04M
50.8K $9.28M
AAPL
Apple Inc.

Technology
-3.22K
- 3.79%
$202.38 - $256.87 $652K - $828K
81.9K $20.9M
NVDA
Nvidia Corp

Technology
-1.01K
- 0.54%
$153.3 - $186.58 $155K - $188K
185K $34.6M
Activity Summary
Buys All Purchases 54 New Holdings 15 Increased Positions 39 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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