Old North State Wealth Management, LLC Purchases in Q1 2025

Old North State Wealth Management, LLC

  • $180 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.6K
+ 6.33%
$442.66 - $534.52 $709K - $856K
26.9K $14.3B
CVS
Cvs Health Corp

Healthcare
11.9K
+ 14.43%
$44.22 - $68.64 $528K - $819K
94.7K $6.42B
FMC
Fmc Corp

Basic Materials
52.1K
+ 89.63%
$34.54 - $56.38 $1.8M - $2.94M
110K $4.66B
MDT
Medtronic PLC

Healthcare
6.25K
+ 18.87%
$79.84 - $94.5 $499K - $591K
39.4K $3.54B
SWK
Stanley Black & Decker, Inc.

Industrials
11.2K
+ 31.33%
$76.43 - $90.41 $857K - $1.01M
47K $3.62B
GOOGL
Alphabet Inc.

Communication Services
4.92K
+ 100.31%
$154.33 - $206.19 $760K - $1.02M
9.83K $1.52B
DUK
Duke Energy Corp

Utilities
1.26K
+ 4.97%
$105.87 - $121.97 $134K - $154K
26.6K $3.25B
HII
Huntington Ingalls Industries, Inc.

Industrials
986
+ 6.86%
$159.75 - $208.61 $158K - $206K
15.4K $3.14B
VTR
Ventas, Inc.

Real Estate
484
+ 1.24%
$56.9 - $70.47 $27.5K - $34.1K
39.4K $2.71B
BIIB
Biogen Inc.

Healthcare
4.44K
+ 28.69%
$133.43 - $153.27 $592K - $680K
19.9K $2.72B
VZ
Verizon Communications Inc

Communication Services
2.6K
+ 6.24%
$37.81 - $46.49 $98.3K - $121K
44.2K $2.01B
LYB
Lyondell Basell Industries N.V.

Basic Materials
6.55K
+ 20.05%
$69.82 - $78.67 $457K - $515K
39.2K $2.77B
T
At&T Inc.

Communication Services
11.6K
New
$21.56 - $28.28 $251K - $329K
11.6K $329M
ICSH
Blackrock Ultra Short Term Bon

ETFs
6.15K
+ 46.94%
$50.44 - $50.7 $310K - $312K
19.3K $977M
GIS
General Mills Inc

Consumer Defensive
4.74K
+ 67.85%
$57.56 - $65.3 $273K - $310K
11.7K $702M
XOM
Exxon Mobil Corp

Energy
274
+ 1.49%
$105.44 - $118.93 $28.9K - $32.6K
18.7K $2.23B
TD
Toronto Dominion Bank

Financial Services
3.99K
New
$53.12 - $61.15 $212K - $244K
3.99K $239M
COST
Costco Wholesale Corp

Consumer Defensive
245
New
$890.62 - $1076.86 $218K - $264K
245 $234M
ENB
Enbridge Inc

Energy
1.22K
+ 1.29%
$41.54 - $45.45 $50.5K - $55.2K
95.3K $4.22B
OXY
Occidental Petroleum Corp

Energy
4.46K
New
$45.45 - $52.7 $203K - $235K
4.46K $220M
RTX
Raytheon Technologies Corp

Industrials
180
+ 1.54%
$114.1 - $135.66 $20.5K - $24.4K
11.9K $1.58B
Gsk PLC
4.28K
+ 42.53%
N/A
14.3K $556M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
2.34K
+ 42.73%
$46.15 - $63.53 $108K - $148K
7.8K $480M
F
Ford Motor CO

Consumer Cyclical
11.8K
+ 2.15%
$9.12 - $10.43 $108K - $123K
560K $5.62B
KHC
Kraft Heinz CO

Consumer Defensive
6.56K
+ 7.95%
$28.51 - $32.22 $187K - $211K
89.1K $2.71B
KMI
Kinder Morgan, Inc.

Energy
2.87K
+ 3.93%
$26.1 - $31.22 $74.8K - $89.5K
75.8K $2.16B
NOC
Northrop Grumman Corp

Industrials
222
+ 21.49%
$433.45 - $513.82 $96.2K - $114K
1.26K $645M
HSY
Hershey CO

Consumer Defensive
840
+ 27.71%
$144.74 - $186.36 $122K - $157K
3.87K $665M
JNJ
Johnson & Johnson

Healthcare
92
+ 1.44%
$142.06 - $167.7 $13.1K - $15.4K
6.49K $1.08B
PEP
Pepsico Inc

Consumer Defensive
992
+ 33.12%
$142.64 - $156.42 $141K - $155K
3.99K $599M
AJG
Arthur J. Gallagher & Co.

Financial Services
202
+ 18.53%
$275.89 - $345.24 $55.7K - $69.7K
1.29K $447M
ES
Eversource Energy

Utilities
1.76K
+ 34.86%
$55.63 - $63.8 $98K - $112K
6.81K $424M
PFE
Pfizer Inc

Healthcare
8.81K
+ 11.09%
$25.01 - $27.13 $220K - $239K
88.3K $2.24B
CVX
Chevron Corp

Energy
260
+ 7.39%
$146.71 - $167.97 $38.1K - $43.7K
3.78K $634M
BDX
Becton Dickinson & CO

Healthcare
296
+ 1.47%
$222.79 - $249.08 $65.9K - $73.7K
20.5K $4.7B
FE
Firstenergy Corp

Utilities
2.17K
+ 24.3%
$37.95 - $43.5 $82.2K - $94.2K
11.1K $448M
SLB
Schlumberger Limited

Energy
1.67K
+ 28.98%
$38.4 - $43.74 $64K - $72.9K
7.42K $310M
EPD
Enterprise Products Partners L.P.

Energy
1.07K
+ 6.11%
$31.75 - $34.14 $33.9K - $36.5K
18.6K $634M
GE
General Electric CO

Industrials
81
+ 4.09%
$168.59 - $212.13 $13.7K - $17.2K
2.06K $414M
VOE
Vanguard Mid Cap Value Index F

ETFs
534
+ 19.33%
$156.61 - $168.02 $83.6K - $89.7K
3.3K $531M
NXPI
Nxp Semiconductors N.V.

Technology
595
+ 31.1%
$189.99 - $245.86 $113K - $146K
2.51K $478M
DTE
Dte Energy CO

Utilities
160
+ 4.96%
$117.6 - $138.27 $18.8K - $22.1K
3.39K $470M
VOT
Vanguard Mid Cap Growth Index

ETFs
345
+ 26.06%
$237.72 - $276.98 $82K - $95.6K
1.67K $410M
OMC
Omnicom Group Inc.

Communication Services
1.62K
+ 8.14%
$79.43 - $88.34 $129K - $143K
21.6K $1.79B
CI
Cigna Corp

Healthcare
45
+ 4.56%
$274.49 - $329.0 $12.4K - $14.8K
1.03K $341M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
2.78K
+ 24.18%
$25.93 - $29.28 $72.2K - $81.5K
14.3K $388M
WEC
Wec Energy Group, Inc.

Utilities
170
+ 5.53%
$92.12 - $108.98 $15.7K - $18.5K
3.24K $354M
BA
Boeing CO

Industrials
1.08K
+ 5.35%
$148.15 - $186.25 $160K - $201K
21.2K $3.62B
TMO
Thermo Fisher Scientific Inc.

Healthcare
120
+ 22.73%
$497.6 - $606.74 $59.7K - $72.8K
648 $323M
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
Track This Portfolio

Track Old North State Wealth Management, LLC Portfolio

Follow Old North State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Old North State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Old North State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email