BNC WEALTH MANAGEMENT, LLC Q2 2025 Filing

Filed July 15, 2025

Portfolio Value

$337.1B

Holdings

98

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (98 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
186,203$29.4B8.73%
2
AMZNAMAZON COM INC
120,982$26.5B7.87%
3
MSFTMICROSOFT CORP
37,793$18.8B5.58%
4
AAPLAPPLE INC
85,117$17.5B5.18%
5
GOOGLALPHABET INC
68,778$12.1B3.60%
6
TSLATESLA INC
36,399$11.6B3.43%
7
METAMETA PLATFORMS INC
15,437$11.4B3.38%
8
ANETARISTA NETWORKS INC
90,713$9.3B2.75%
9
AXONAXON ENTERPRISE INC
10,889$9.0B2.67%
10
PLTRPALANTIR TECHNOLOGIES INC
61,741$8.4B2.50%
11
JPMJPMORGAN CHASE & CO.
26,633$7.7B2.29%
12
CDNSCADENCE DESIGN SYSTEM INC
23,250$7.2B2.13%
13
ORCLORACLE CORP
31,785$6.9B2.06%
14
PANWPALO ALTO NETWORKS INC
31,245$6.4B1.90%
15
PWRQUANTA SVCS INC
16,669$6.3B1.87%
16
ISRGINTUITIVE SURGICAL INC
11,429$6.2B1.84%
17
KLACKLA CORP
6,299$5.6B1.67%
18
HOODROBINHOOD MKTS INC
58,110$5.4B1.61%
19
SPGIS&P GLOBAL INC
10,271$5.4B1.61%
20
CRWDCROWDSTRIKE HLDGS INC
10,208$5.2B1.54%
21
GRMNGARMIN LTD
24,207$5.1B1.50%
22
AXPAMERICAN EXPRESS CO
15,655$5.0B1.48%
23
MRSHMARSH & MCLENNAN COS INC
22,403$4.9B1.45%
24
GEVGE VERNOVA INC
9,219$4.9B1.45%
25
NFLXNETFLIX INC
3,610$4.8B1.43%
26
BKBANK NEW YORK MELLON CORP
51,954$4.7B1.40%
27
IBITISHARES BITCOIN TRUST ETF
77,169$4.7B1.40%
28
ETNEATON CORP PLC
12,477$4.5B1.32%
29
VTIVANGUARD INDEX FDS
14,497$4.4B1.31%
30
CATCATERPILLAR INC
11,280$4.4B1.30%
31
COSTCOSTCO WHSL CORP NEW
4,164$4.1B1.22%
32
DEDEERE & CO
7,797$4.0B1.18%
33
BRK/BBERKSHIRE HATHAWAY INC DEL
7,140$3.5B1.03%
34
ABTABBOTT LABS
25,262$3.4B1.02%
35
GEGE AEROSPACE
13,203$3.4B1.01%
36
EMREMERSON ELEC CO
23,478$3.1B0.93%
37
AUANGLOGOLD ASHANTI PLC
67,835$3.1B0.92%
38
SPYSPDR S&P 500 ETF TR
4,479$2.8B0.82%
39
MNSTMONSTER BEVERAGE CORP NEW
42,548$2.7B0.79%
40
SBUXSTARBUCKS CORP
28,225$2.6B0.77%
41
AMDADVANCED MICRO DEVICES INC
18,005$2.6B0.76%
42
MIGAMICROSTRATEGY INC
5,928$2.4B0.71%
43
PGRPROGRESSIVE CORP
8,892$2.4B0.70%
44
GSGOLDMAN SACHS GROUP INC
3,276$2.3B0.69%
45
VVISA INC
6,064$2.2B0.64%
46
EFAISHARES TR
21,915$2.0B0.58%
47
VIGVANGUARD SPECIALIZED FUNDS
9,046$1.9B0.55%
48
NDQINVESCO QQQ TR
3,325$1.8B0.54%
49
HDHOME DEPOT INC
4,797$1.8B0.52%
50
MAMASTERCARD INCORPORATED
2,676$1.5B0.45%
51
SCHASCHWAB STRATEGIC TR
57,125$1.4B0.43%
52
SCHBSCHWAB STRATEGIC TR
52,392$1.2B0.37%
53
PHPARKER-HANNIFIN CORP
1,694$1.2B0.35%
54
SCHDSCHWAB STRATEGIC TR
43,777$1.2B0.34%
55
BABOEING CO
4,612$966.4M0.29%
56
RMBS*RAMBUS INC DEL
12,568$804.6M0.24%
57
UNPUNION PAC CORP
3,247$747.0M0.22%
58
XLKSELECT SECTOR SPDR TR
2,292$580.4M0.17%
59
4I1PHILIP MORRIS INTL INC
3,020$550.0M0.16%
60
GOOGALPHABET INC
3,086$547.4M0.16%
61
NADNUVEEN QUALITY MUNCP INCOME
48,365$546.0M0.16%
62
LOWLOWES COS INC
2,208$489.8M0.15%
63
NVONOVO-NORDISK A S
6,806$469.7M0.14%
64
IWMISHARES TR
2,104$453.9M0.13%
65
GBCIGLACIER BANCORP INC NEW
10,105$435.3M0.13%
66
QCOMQUALCOMM INC
2,617$416.8M0.12%
67
INTCINTEL CORP
15,796$353.8M0.10%
68
GRNYTIDAL TRUST I
15,528$352.2M0.10%
69
XOMEXXON MOBIL CORP
3,256$351.0M0.10%
70
BACBANK AMERICA CORP
7,301$345.5M0.10%
71
NKENIKE INC
4,599$326.7M0.10%
72
JNJJOHNSON & JOHNSON
2,071$316.3M0.09%
73
MCDMCDONALDS CORP
1,080$315.7M0.09%
74
SLVISHARES SILVER TR
9,000$295.3M0.09%
75
DONSPDR DOW JONES INDL AVERAGE
657$289.7M0.09%
76
AGGISHARES TR
2,769$274.7M0.08%
77
IVVISHARES TR
435$270.1M0.08%
78
CASYCASEYS GEN STORES INC
502$256.2M0.08%
79
SCHGSCHWAB STRATEGIC TR
8,518$248.8M0.07%
80
TRVTRAVELERS COMPANIES INC
920$246.2M0.07%
81
CSXCSX CORP
7,284$237.7M0.07%
82
WFCWELLS FARGO CO NEW
2,966$237.6M0.07%
83
COPCONOCOPHILLIPS
2,644$237.3M0.07%
84
IBMINTERNATIONAL BUSINESS MACHS
771$227.3M0.07%
85
BSVVANGUARD BD INDEX FDS
2,872$226.0M0.07%
86
IWFISHARES TR
521$221.2M0.07%
87
GQ9SPDR GOLD TR
725$221.0M0.07%
88
GBTCGRAYSCALE BITCOIN TRUST ETF
2,600$220.6M0.07%
89
USBUS BANCORP DEL
4,735$214.2M0.06%
90
BIVVANGUARD BD INDEX FDS
2,743$212.1M0.06%
91
GDXVANECK ETF TRUST
4,064$211.6M0.06%
92
VAWVANGUARD WORLD FD
1,062$206.9M0.06%
93
WYWEYERHAEUSER CO MTN BE
8,048$206.8M0.06%
94
FLEXFLEX LTD
4,113$205.3M0.06%
95
IYWISHARES TR
1,173$203.2M0.06%
96
ABBVABBVIE INC
1,090$202.4M0.06%
97
AVXLANAVEX LIFE SCIENCES CORP
10,250$94.5M0.03%
98
POWWOUTDOOR HOLDING CO
48,000$61.4M0.02%