Fund HoldingsBNC WEALTH MANAGEMENT, LLC

Total Portfolio Value
$277.52M
Total Bought
$46.38M
Total Sold
$57.82M
Net Transaction
-$11.45M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ACCENTURE PLC IRELAND
SHS CLASS A
2,32617,101+14,7758185,3361.92%+4,518
DEERE & CO(DE)6049,039+8,4352564,2421.53%+3,987
ABBOTT LABS023,501+23,50103,1171.12%+3,117
BERKSHIRE HATHAWAY INC DEL1,3946,853+5,4596323,6501.32%+3,018
AMAZON COM INC(AMZN)92,704122,682+29,97820,33823,3418.41%+3,003
QUALCOMM INC(QCOM)2,57218,172+15,6003952,7911.01%+2,396
US BANCORP DEL(USB)5,58060,141+54,5612672,5390.91%+2,272
PROGRESSIVE CORP(PGR)07,246+7,24602,0510.74%+2,051
GE VERNOVA INC(GEV)9457,192+6,2473112,1960.79%+1,885
GOLDMAN SACHS GROUP INC(GS)02,793+2,79301,5260.55%+1,526
ROBINHOOD MKTS INC(HOOD)036,422+36,42201,5160.55%+1,516
ISHARES TR018,071+18,07101,4770.53%+1,477
BROADCOM INC(AVGO)08,040+8,04001,3460.49%+1,346
S&P GLOBAL INC(SPGI)8,63610,440+1,8044,3015,3051.91%+1,004
GE AEROSPACE(GE)10,50211,764+1,2621,7522,3550.85%+603
JPMORGAN CHASE & CO.(JPM)24,86326,019+1,1565,9606,3832.30%+423
XCEL ENERGY INC(XEL)05,629+5,62903980.14%+398
GARMIN LTD(GRMN)23,06623,607+5414,7585,1261.85%+368
OGE ENERGY CORP(OGE)08,000+8,00003680.13%+368
MARSH & MCLENNAN COS INC(MRSH)24,47222,784-1,6885,1985,5602.00%+362
BANK NEW YORK MELLON CORP50,49650,549+533,8804,2401.53%+360
NETFLIX INC(NFLX)3,2323,449+2172,8813,2161.16%+336
MICROSTRATEGY INC(MSTR)3,0994,097+9988981,1810.43%+284
TANGER INC(SKT)08,000+8,00002700.10%+270
SELECT SECTOR SPDR TR
ST STR INDL ETF
13,76015,641+1,8811,8132,0500.74%+237
ABBVIE INC(ABBV)01,090+1,09002280.08%+228
CASEYS GEN STORES INC(CASY)0502+50202180.08%+218
PHILLIPS 66(PSX)01,649+1,64902040.07%+204
SPDR GOLD TR(GLD)0701+70102020.07%+202
VISA INC(V)6,1836,101-821,9542,1380.77%+184
CROWDSTRIKE HLDGS INC(CRWD)9,6819,860+1793,3123,4761.25%+164
STARBUCKS CORP(SBUX)28,73328,218-5152,6222,7681.00%+146
BANK AMERICA CORP7,58111,431+3,8503334770.17%+144
ISHARES BITCOIN TRUST ETF(IBIT)24,16329,904+5,7411,2821,4000.50%+118
PHILIP MORRIS INTL INC(PM)3,0203,02003634790.17%+116
INTEL CORP(INTC)19,00019,00003814310.16%+51
MASTERCARD INCORPORATED(MA)2,7162,697-191,4301,4780.53%+48
ISHARES SILVER TR(SLV)9,0009,00002372790.10%+42
EXXON MOBIL CORP3,5713,481-903844140.15%+30
UNION PAC CORP(UNP)3,2443,245+17407670.28%+27
SCHWAB STRATEGIC TR48,16047,947-2131,3161,3410.48%+25
MCDONALDS CORP(MCD)1,0911,09103163410.12%+25
TRAVELERS COMPANIES INC(TRV)917919+22212430.09%+22
CONOCOPHILLIPS(COP)2,6422,643+12622780.10%+16
TIDAL ETF TR11,68613,578+1,8922332470.09%+14
AMMO INC48,00048,000053660.02%+13
VANGUARD WORLD FD
ENERGY ETF
1,6521,626-262002110.08%+11
WEYERHAEUSER CO MTN BE(WY)8,1178,046-712282360.08%+7
ISHARES TR2,6772,67702592650.10%+5
VANGUARD BD INDEX FDS2,6792,67902002050.07%+5
WELLS FARGO CO NEW(WFC)2,9662,96602082130.08%+5
PROCTER AND GAMBLE CO(PG)1,2371,23702072110.08%+3
VANGUARD BD INDEX FDS2,6172,61702022050.07%+3
VANGUARD WORLD FD
MATERIALS ETF
1,1211,12102112120.08%+1
NUVEEN QUALITY MUNCP INCOME(NAD)53,63253,63206256180.22%-8
SPDR DOW JONES INDL AVERAGE(DIA)705688-173002890.10%-11
ANAVEX LIFE SCIENCES CORP10,25010,2500110880.03%-22
CSX CORP(CSX)7,5257,435-902432190.08%-24
SCHWAB STRATEGIC TR9,1989,19802562300.08%-26
BOEING CO(BA)4,6124,61208167870.28%-30
VANGUARD SPECIALIZED FUNDS7,7187,561-1571,5111,4670.53%-45
LOWES COS INC(LOW)2,4642,396-686085590.20%-49
NIKE INC(NKE)4,6824,68203542970.11%-57
GLACIER BANCORP INC NEW(GBCI)10,10510,10505074470.16%-61
SCHWAB STRATEGIC TR53,98353,989+61,2251,1620.42%-63
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,3972,286-1115574720.17%-85
RAMBUS INC DEL(RMBS)14,06812,568-1,5007446510.23%-93
META PLATFORMS INC(META)15,33515,408+738,9798,8813.20%-98
PARKER-HANNIFIN CORP(PH)1,8381,749-891,1691,0630.38%-106
ALPHABET INC(GOOG)3,2313,23106155050.18%-111
NOVO-NORDISK A S(NVO)6,8066,80605854730.17%-113
JOHNSON & JOHNSON(JNJ)3,1822,069-1,1134603430.12%-117
THERMO FISHER SCIENTIFIC INC(TMO)2,6242,505-1191,3651,2460.45%-119
HOME DEPOT INC(HD)4,9144,870-441,9111,7850.64%-127
INVESCO QQQ TR3,1263,090-361,5981,4490.52%-149
SPDR S&P 500 ETF TR(SPY)3,8223,715-1072,2402,0780.75%-162
EMERSON ELEC CO(EMR)20,76721,889+1,1222,5742,4000.86%-174
ISHARES TR5210-5212090-209
ISHARES TR9,7209,704-162,1481,9360.70%-212
VANGUARD INDEX FDS1,1310-1,1312150-215
PALANTIR TECHNOLOGIES INC(PLTR)73,75563,348-10,4075,5785,3471.93%-232
INTUITIVE SURGICAL INC11,14811,211+635,8195,5522.00%-266
VANGUARD INDEX FDS14,50714,302-2054,2043,9311.42%-274
CATERPILLAR INC(CAT)10,57410,782+2083,8363,5561.28%-280
PALO ALTO NETWORKS INC(PANW)30,18630,510+3245,4935,2061.88%-286
AMERICAN EXPRESS CO(AXP)14,90415,066+1624,4234,0541.46%-370
QUANTA SVCS INC13,05113,978+9274,1253,5531.28%-572
ISHARES TR1,437423-1,0148462380.09%-608
AXON ENTERPRISE INC(AXON)10,84910,854+56,4485,7092.06%-739
ORACLE CORP(ORCL)30,47530,908+4335,0784,3211.56%-757
DANAHER CORPORATION(DHR)4,1010-4,1019410-941
CADENCE DESIGN SYSTEM INC(CDNS)22,93123,105+1746,8905,8762.12%-1,014
MICROSOFT CORP(MSFT)37,10937,821+71215,64114,1985.12%-1,444
SCHWAB STRATEGIC TR116,64161,668-54,9733,0161,4450.52%-1,571
BLOCK INC(XYZ)20,9200-20,9201,7780-1,778
JOHNSON CTLS INTL PLC
SHS
26,5190-26,5192,0930-2,093
ALPHABET INC(GOOG)67,84268,851+1,00912,84310,6473.84%-2,196
COSTCO WHSL CORP NEW(COST)6,6284,049-2,5796,0733,8291.38%-2,243
INGERSOLL RAND INC(IR)27,4220-27,4222,4810-2,481
EATON CORP PLC(ETN)17,95912,193-5,7665,9603,3141.19%-2,646
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