Old North State Wealth Management, LLC Purchases in Q4 2024

Old North State Wealth Management, LLC

  • $178 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SWK
Stanley Black & Decker, Inc.

Industrials
35.8K
New
$79.07 - $109.36 $2.83M - $3.91M
35.8K $2.88B
BA
Boeing CO

Industrials
400
+ 2.02%
$138.14 - $180.72 $55.3K - $72.3K
20.2K $3.57B
AAPL
Apple Inc.

Technology
344
+ 1.27%
$221.69 - $259.02 $76.3K - $89.1K
27.4K $6.87B
GILD
Gilead Sciences, Inc.

Healthcare
659
+ 1.14%
$83.95 - $97.9 $55.3K - $64.5K
58.5K $5.41B
HSY
Hershey CO

Consumer Defensive
3.03K
New
$168.67 - $193.65 $511K - $587K
3.03K $513M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.51K
+ 6.2%
$77.25 - $91.3 $194K - $229K
43K $3.67B
NVDA
Nvidia Corp

Technology
459
+ 1.69%
$117.0 - $148.88 $53.7K - $68.3K
27.6K $3.71B
Smurfit Westrock PLC
786
+ 1.03%
N/A
77.4K $4.17B
GOOGL
Alphabet Inc.

Communication Services
1.37K
+ 38.67%
$161.86 - $196.66 $222K - $269K
4.91K $931M
PFE
Pfizer Inc

Healthcare
15.2K
+ 23.65%
$24.8 - $30.19 $377K - $459K
79.4K $2.11B
SLB
Schlumberger Limited

Energy
5.75K
New
$36.83 - $45.59 $212K - $262K
5.75K $221M
ENB
Enbridge Inc

Energy
1.18K
+ 1.27%
$40.4 - $43.92 $47.6K - $51.8K
94K $3.99B
PLTR
Palantir Technologies Inc.

Technology
2.86K
New
$36.46 - $82.38 $104K - $236K
2.86K $216M
HON
Honeywell International Inc

Industrials
927
New
$202.84 - $236.0 $188K - $219K
927 $210M
WHR
Whirlpool Corp

Consumer Cyclical
1.81K
New
$99.28 - $124.45 $180K - $225K
1.81K $208M
NFLX
Netflix Inc

Communication Services
229
New
$687.65 - $936.56 $157K - $214K
229 $204M
JPM
Jpmorgan Chase & CO

Financial Services
457
+ 17.05%
$205.18 - $250.29 $93.8K - $114K
3.14K $754M
GIS
General Mills Inc

Consumer Defensive
2.64K
+ 60.66%
$62.78 - $74.62 $166K - $197K
6.99K $446M
META
Meta Platforms, Inc.

Communication Services
197
+ 30.4%
$554.08 - $632.68 $109K - $125K
845 $496M
Gsk PLC
4.69K
+ 87.08%
N/A
10.1K $341M
AVGO
Broadcom Inc.

Technology
171
+ 13.29%
$159.67 - $250.0 $27.3K - $42.8K
1.46K $339M
UNM
Unum Group

Financial Services
800
+ 21.51%
$58.88 - $77.07 $47.1K - $61.7K
4.52K $330M
BMY
Bristol Myers Squibb CO

Healthcare
1.08K
+ 13.15%
$51.92 - $59.94 $56K - $64.7K
9.28K $526M
VZ
Verizon Communications Inc

Communication Services
6.64K
+ 18.99%
$39.6 - $45.21 $263K - $300K
41.6K $1.67B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
147
+ 15.3%
$521.84 - $558.82 $76.7K - $82.1K
1.11K $600M
RTX
Raytheon Technologies Corp

Industrials
1.26K
+ 12.07%
$114.45 - $127.21 $144K - $161K
11.7K $1.36B
CTVA
Corteva, Inc.

Basic Materials
1.75K
+ 27.24%
$55.21 - $64.13 $96.7K - $112K
8.18K $467M
CVX
Chevron Corp

Energy
583
+ 19.85%
$141.15 - $162.53 $82.3K - $94.8K
3.52K $510M
VOE
Vanguard Mid Cap Value Index F

ETFs
491
+ 21.62%
$160.89 - $176.18 $79K - $86.5K
2.76K $448M
NI
Nisource Inc.

Utilities
1.27K
+ 14.23%
$33.74 - $38.25 $42.8K - $48.5K
10.2K $375M
VTI
Vanguard Total Stock Market Et

ETFs
104
+ 2.18%
$280.04 - $302.45 $29.1K - $31.5K
4.87K $1.41B
MA
Mastercard Inc

Financial Services
67
+ 8.66%
$491.3 - $536.15 $32.9K - $35.9K
841 $444M
VIG
Vanguard Dividend Appreciation

ETFs
355
+ 5.17%
N/A
7.22K $1.42B
NXPI
Nxp Semiconductors N.V.

Technology
461
+ 31.75%
$207.27 - $255.58 $95.6K - $118K
1.91K $398M
EPD
Enterprise Products Partners L.P.

Energy
271
+ 1.57%
$28.66 - $34.43 $7.77K - $9.33K
17.5K $549M
BAC
Bank Of America Corp

Financial Services
132
+ 1.62%
$39.22 - $47.77 $5.18K - $6.31K
8.26K $363M
PEP
Pepsico Inc

Consumer Defensive
555
+ 22.75%
$151.29 - $176.1 $84K - $97.7K
3K $457M
ICSH
Blackrock Ultra Short Term Bon

ETFs
848
+ 6.92%
$50.35 - $50.69 $42.7K - $43K
13.1K $661M
DTE
Dte Energy CO

Utilities
478
+ 17.38%
$117.04 - $129.77 $55.9K - $62K
3.23K $391M
FE
Firstenergy Corp

Utilities
1.67K
+ 23.03%
$39.14 - $44.52 $65.3K - $74.3K
8.91K $355M
VOT
Vanguard Mid Cap Growth Index

ETFs
69
+ 5.5%
$241.48 - $274.89 $16.7K - $19K
1.32K $337M
TT
Trane Technologies PLC

Industrials
134
+ 12.06%
$369.35 - $419.14 $49.5K - $56.2K
1.25K $461M
WEC
Wec Energy Group, Inc.

Utilities
356
+ 13.1%
$92.94 - $101.82 $33.1K - $36.2K
3.07K $289M
Phinia Inc
82
+ 0.86%
N/A
9.67K $466M
AJG
Arthur J. Gallagher & Co.

Financial Services
72
+ 7.07%
$278.49 - $315.16 $20.1K - $22.7K
1.09K $311M
VONG
Vanguard Russell 1000 Growth E

ETFs
4
+ 0.12%
$95.27 - $107.82 $381 - $431
3.23K $333M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
2.02K
+ 21.24%
$27.09 - $32.06 $54.6K - $64.7K
11.5K $323M
IWB
Ishares Tr Russell 1000 ETF

ETFs
7
+ 0.31%
$311.11 - $335.64 $2.18K - $2.35K
2.25K $725M
VEEV
Veeva Systems Inc

Healthcare
55
+ 0.36%
$201.81 - $250.45 $11.1K - $13.8K
15.4K $3.23B
Activity Summary
Buys All Purchases 89 New Holdings 7 Increased Positions 82 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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