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Home > Institutional Investor > Bnc Wealth Management, Llc > Profile

Instuitional Investor - Bnc Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Bnc Wealth Management, Llc
Portfolio Value $211,628,507
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 84,093 $16,190,481 7.65%
2.
Microsoft Corp
 MSFT 32,403 $12,184,768 5.75%
3.
Amazon Com Inc
 AMZN 65,405 $9,937,636 4.69%
4.
Nvidia Corp
 NVDA 196,840 $9,747,891 4.6%
5.
Tesla Inc.
 TSLA 34,397 $8,547,071 4.03%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)