Old North State Trust, LLC has filed its 13F form on June 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $157 Million distributed in 135 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.6M, Ishares Core Total Usd Bond Ma with a value of $12.9M, Spdr S&P 500 ETF Trust with a value of $9.53M, Nvidia Corp with a value of $6.13M, and Microsoft Corp with a value of $5.9M.
Examining the 13F form we can see an increase of $34.2M in the current position value, from $123M to 157M.
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
$157 Million
ETFs: $53.3 Million
Technology: $32.2 Million
Financial Services: $18 Million
Healthcare: $12.5 Million
Consumer Defensive: $10.1 Million
Consumer Cyclical: $8.21 Million
Communication Services: $5.98 Million
Utilities: $5.41 Million
Other: $10.6 Million
Stock Holdings Table Market Cap. of $200 Billions or more
