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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 $304,016,499
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 189,793 $25,487,313 8.38%
2.
Apple Inc.
 AAPL 89,438 $22,397,000 7.36%
3.
Amazon Com Inc
 AMZN 92,704 $20,338,331 6.68%
4.
Tesla Inc.
 TSLA 40,946 $16,535,803 5.43%
5.
Microsoft Corp
 MSFT 37,109 $15,641,362 5.14%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)