Old North State Wealth Management, LLC Portfolio Holdings

Old North State Wealth Management, LLC

  • $178 Billion
  • Q4 2024

Old North State Wealth Management, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $178 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $11.5B, Amazon Com Inc with a value of $8.08B, Hanesbrands Inc. with a value of $7.14B, Apple Inc. with a value of $6.87B, and M/I Homes, Inc. with a value of $6.2B.

Examining the 13F form we can see an decrease of $576M in the current position value, from $179B to 178B.

Old North State Wealth Management, LLC is based out at Wilmington, NC

Below you can find more details about Old North State Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $178 Billion
Consumer Cyclical: $33.2 Billion
Healthcare: $28.8 Billion
Technology: $20.2 Billion
ETFs: $18.9 Billion
Financial Services: $17.3 Billion
Energy: $15 Billion
Industrials: $12.7 Billion
Basic Materials: $7.9 Billion
Other: $18.9 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $178 Billion
  • Prior Value $179 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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