Old North State Wealth Management, LLC Purchases in Q2 2025

Old North State Wealth Management, LLC

  • $192 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
5.48K
+ 18.24%
$94.31 - $157.99 $517K - $866K
35.5K $5.62B
AMZN
Amazon Com Inc

Consumer Cyclical
375
+ 1.03%
$167.32 - $223.3 $62.7K - $83.7K
36.8K $8.08B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.82K
+ 169.37%
$456.74 - $568.03 $831K - $1.03M
2.89K $1.65B
BA
Boeing CO

Industrials
160
+ 0.75%
$136.59 - $217.51 $21.9K - $34.8K
21.4K $4.48B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
130
+ 0.96%
$141.37 - $228.57 $18.4K - $29.7K
13.7K $3.11B
Ge Vernova Inc
1.42K
New
N/A
1.42K $750M
HII
Huntington Ingalls Industries, Inc.

Industrials
330
+ 2.15%
$183.31 - $241.46 $60.5K - $79.7K
15.7K $3.8B
GOOGL
Alphabet Inc.

Communication Services
2.24K
+ 22.82%
$144.7 - $178.6 $325K - $401K
12.1K $2.13B
BWA
Borgwarner Inc

Consumer Cyclical
1.3K
+ 1.49%
$24.84 - $33.92 $32.2K - $44K
88.4K $2.96B
PYPL
Pay Pal Holdings, Inc.

Financial Services
725
+ 1.66%
$57.41 - $74.81 $41.6K - $54.2K
44.4K $3.3B
VBR
Vanguard Small Cap Value ETF

ETFs
1.88K
New
$162.76 - $195.77 $306K - $368K
1.88K $367M
VTI
Vanguard Total Stock Market Et

ETFs
710
+ 14.52%
$243.75 - $303.93 $173K - $216K
5.6K $1.7B
BLD
Top Build Corp

Industrials
1.08K
New
$275.93 - $326.59 $298K - $353K
1.08K $350M
META
Meta Platforms, Inc.

Communication Services
250
+ 29.27%
$484.66 - $738.09 $121K - $185K
1.1K $817M
THO
Thor Industries Inc

Consumer Cyclical
1.62K
+ 12.14%
$64.83 - $89.72 $105K - $145K
15K $1.33B
GLW
Corning Inc

Technology
218
+ 0.54%
$39.07 - $52.59 $8.52K - $11.5K
40.3K $2.12B
CVS
Cvs Health Corp

Healthcare
2.24K
+ 2.37%
$60.04 - $70.18 $134K - $157K
96.9K $6.69B
AVGO
Broadcom Inc.

Technology
383
+ 27.18%
$146.29 - $275.65 $56K - $106K
1.79K $496M
WMT
Walmart Inc.

Consumer Defensive
2.41K
New
$81.79 - $99.98 $197K - $241K
2.41K $236M
ABT
Abbott Laboratories

Healthcare
1.7K
New
$123.95 - $138.08 $211K - $235K
1.7K $231M
JPM
Jpmorgan Chase & CO

Financial Services
300
+ 9.96%
$210.28 - $289.91 $63.1K - $87K
3.31K $962M
VTV
Vanguard Value ETF

ETFs
786
+ 3.88%
$153.67 - $176.74 $121K - $139K
21K $3.72B
HON
Honeywell International Inc

Industrials
933
New
$182.86 - $232.88 $171K - $217K
933 $218M
VO
Vanguard Mid Cap ETF

ETFs
767
New
$228.54 - $279.83 $175K - $215K
767 $215M
EOG
Eog Resources Inc

Energy
1.78K
New
$104.61 - $129.97 $186K - $231K
1.78K $213M
PFE
Pfizer Inc

Healthcare
12.5K
+ 14.13%
$21.59 - $24.84 $269K - $310K
101K $2.44B
UNH
Unitedhealth Group Inc

Healthcare
654
New
$274.35 - $599.47 $179K - $392K
654 $205M
IBM
International Business Machines Corp

Technology
684
New
$221.03 - $294.78 $151K - $202K
684 $203M
Thomson Reuters Corp
1.01K
New
N/A
1.01K $202M
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.02%
$211.12 - $274.14 $211 - $274
5.65K $1.54B
FMC
Fmc Corp

Basic Materials
5.61K
+ 5.09%
$33.98 - $44.06 $191K - $247K
116K $4.84B
RTX
Raytheon Technologies Corp

Industrials
56
+ 0.47%
$113.75 - $148.48 $6.37K - $8.31K
12K $1.75B
NFLX
Netflix Inc

Communication Services
50
+ 20.0%
$855.86 - $1339.13 $42.8K - $67K
300 $402M
KMI
Kinder Morgan, Inc.

Energy
2.92K
+ 3.85%
$25.21 - $29.4 $73.5K - $85.7K
78.7K $2.31B
CTVA
Corteva, Inc.

Basic Materials
761
+ 9.33%
$55.52 - $74.53 $42.3K - $56.7K
8.92K $665M
TT
Trane Technologies PLC

Industrials
63
+ 5.18%
$315.21 - $437.41 $19.9K - $27.6K
1.28K $561M
TSLA
Tesla, Inc.

Consumer Cyclical
183
+ 11.72%
$221.86 - $362.89 $40.6K - $66.4K
1.75K $554M
SPY
Spdr S&P 500 ETF Trust

ETFs
198
+ 48.77%
$496.48 - $617.85 $98.3K - $122K
604 $376M
GE
General Electric CO

Industrials
39
+ 1.89%
$166.81 - $257.39 $6.51K - $10K
2.1K $542M
VOT
Vanguard Mid Cap Growth Index

ETFs
194
+ 11.62%
$216.28 - $284.39 $42K - $55.2K
1.86K $531M
HSY
Hershey CO

Consumer Defensive
727
+ 18.78%
$151.29 - $173.13 $110K - $126K
4.6K $765M
NXPI
Nxp Semiconductors N.V.

Technology
87
+ 3.47%
$153.5 - $218.72 $13.4K - $19K
2.6K $569M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
86
+ 0.72%
$55.54 - $69.09 $4.78K - $5.94K
12K $832M
WHR
Whirlpool Corp

Consumer Cyclical
493
+ 20.04%
$75.71 - $101.42 $37.3K - $50K
2.95K $300M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
14
+ 0.21%
$97.68 - $121.38 $1.37K - $1.7K
6.75K $820M
IWB
Ishares Tr Russell 1000 ETF

ETFs
6
+ 0.27%
$272.36 - $339.57 $1.63K - $2.04K
2.26K $768M
MDT
Medtronic PLC

Healthcare
1.85K
+ 4.7%
$80.68 - $88.86 $149K - $164K
41.2K $3.6B
VOE
Vanguard Mid Cap Value Index F

ETFs
249
+ 7.55%
$141.87 - $164.49 $35.3K - $41K
3.55K $584M
VONG
Vanguard Russell 1000 Growth E

ETFs
3
+ 0.09%
$82.51 - $109.2 $248 - $328
3.23K $353M
Activity Summary
Buys All Purchases 95 New Holdings 11 Increased Positions 84 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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