Old North State Wealth Management, LLC Incresed Positions in Q1 2025

Old North State Wealth Management, LLC

  • $180 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
21
+ 9.17%
$828.4 - $1058.6 $17.4K - $22.2K
250 $233M
NUE
Nucor Corp

Basic Materials
51
+ 1.7%
$114.48 - $142.52 $5.84K - $7.27K
3.05K $367M
WHR
Whirlpool Corp

Consumer Cyclical
650
+ 35.91%
$88.58 - $133.14 $57.6K - $86.5K
2.46K $222M
MRK
Merck & Co., Inc.

Healthcare
1.77K
+ 11.68%
$83.01 - $101.02 $147K - $179K
16.9K $1.52B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
13
+ 0.69%
$128.74 - $138.67 $1.67K - $1.8K
1.89K $257M
VOOV
Vanguard S&P 500 Value ETF

ETFs
6
+ 0.53%
$179.71 - $192.06 $1.08K - $1.15K
1.15K $211M
ALB
Albemarle Corp

Basic Materials
4.13K
+ 19.57%
$69.95 - $97.49 $289K - $403K
25.2K $1.82B
META
Meta Platforms, Inc.

Communication Services
9
+ 1.07%
$576.36 - $736.67 $5.19K - $6.63K
854 $493M
CRM
Salesforce, Inc.

Technology
141
+ 19.97%
$268.36 - $359.95 $37.8K - $50.8K
847 $228M
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.09%
$222.66 - $268.42 $223 - $268
1.12K $261M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
84
+ 0.48%
$21.23 - $23.75 $1.78K - $2K
17.5K $377M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
9
+ 0.33%
$95.53 - $112.45 $860 - $1.01K
2.74K $266M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
14
+ 0.21%
$108.02 - $120.45 $1.51K - $1.69K
6.74K $742M
IWB
Ishares Tr Russell 1000 ETF

ETFs
6
+ 0.27%
$302.31 - $337.54 $1.81K - $2.03K
2.26K $692M
THO
Thor Industries Inc

Consumer Cyclical
2.43K
+ 22.23%
$75.81 - $105.39 $184K - $256K
13.3K $1.01B
VONG
Vanguard Russell 1000 Growth E

ETFs
5
+ 0.16%
$92.71 - $107.38 $464 - $537
3.23K $300M
Phinia Inc
127
+ 1.31%
N/A
9.8K $416M
GLW
Corning Inc

Technology
239
+ 0.6%
$44.91 - $54.25 $10.7K - $13K
40.1K $1.84B
VTI
Vanguard Total Stock Market Et

ETFs
17
+ 0.35%
$271.18 - $303.12 $4.61K - $5.15K
4.89K $1.34B
BWA
Borgwarner Inc

Consumer Cyclical
4.49K
+ 5.43%
$27.78 - $32.9 $125K - $148K
87.1K $2.5B
TSLA
Tesla, Inc.

Consumer Cyclical
118
+ 8.17%
$222.15 - $428.22 $26.2K - $50.5K
1.56K $405M
VTRS
Viatris Inc

Healthcare
4.87K
+ 6.29%
$8.68 - $12.42 $42.3K - $60.5K
82.3K $716M
MSFT
Microsoft Corp

Technology
213
+ 2.8%
$375.39 - $447.2 $80K - $95.3K
7.83K $2.95B
AAPL
Apple Inc.

Technology
1.91K
+ 6.99%
$209.68 - $247.1 $401K - $473K
29.3K $6.52B
NVDA
Nvidia Corp

Technology
2.42K
+ 8.75%
$106.98 - $149.43 $259K - $362K
30.1K $3.26B
Smurfit Westrock PLC
1.93K
+ 2.49%
N/A
79.4K $3.58B
PYPL
Pay Pal Holdings, Inc.

Financial Services
620
+ 1.44%
$65.15 - $91.81 $40.4K - $56.9K
43.6K $2.85B
Activity Summary
Buys All Purchases 83 New Holdings 5 Increased Positions 78 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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