Bnc Wealth Management, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $271 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $22.8M, Apple Inc. with a value of $21.1M, Amazon Com Inc with a value of $16.8M, Microsoft Corp with a value of $15.4M, and Alphabet Inc. with a value of $10.9M.

Examining the 13F form we can see an increase of $1.8M in the current position value, from $269M to 271M.

Below you can find more details about Bnc Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $271 Million
Technology: $111 Million
Consumer Cyclical: $33.6 Million
Financial Services: $26.2 Million
Industrials: $25.4 Million
Communication Services: $21.7 Million
ETFs: $20 Million
Healthcare: $19.9 Million
Consumer Defensive: $8.34 Million
Other: $4.35 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $271 Million
  • Prior Value $269 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 15 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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