Old North State Trust, LLC has filed its 13F form on November 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $123 Million distributed in 123016 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.2M, Spdr S&P 500 ETF Trust with a value of $6.85M, Eli Lilly & CO with a value of $6.37M, Microsoft Corp with a value of $6.14M, and Nvidia Corp with a value of $5.45M.
Examining the 13F form we can see an increase of $7.21M in the current position value, from $115M to 123M.
Old North State Trust, LLC is based out at Greensboro, NC
Below you can find more details about Old North State Trust, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$123 Million
Technology: $28.3 Million
ETFs: $26.7 Million
Healthcare: $14.3 Million
Financial Services: $13.5 Million
Consumer Defensive: $10.5 Million
Consumer Cyclical: $7.98 Million
Utilities: $5.85 Million
Communication Services: $5.23 Million
Other: $10.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
