Old North State Wealth Management, LLC Purchases in Q3 2025

Old North State Wealth Management, LLC

  • $214 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
215
+ 0.69%
$202.38 - $256.87 $43.5K - $55.2K
31.5K $8.03B
MHO
M/I Homes, Inc.

Consumer Cyclical
225
+ 0.51%
$111.91 - $157.22 $25.2K - $35.4K
44.7K $6.46B
HII
Huntington Ingalls Industries, Inc.

Industrials
2.5K
+ 15.92%
$246.31 - $287.91 $616K - $719K
18.2K $5.25B
LYB
Lyondell Basell Industries N.V.

Basic Materials
33K
+ 72.23%
$48.34 - $67.22 $1.59M - $2.22M
78.7K $3.86B
GLW
Corning Inc

Technology
143
+ 0.35%
$51.6 - $82.03 $7.38K - $11.7K
40.5K $3.32B
GOOGL
Alphabet Inc.

Communication Services
1.36K
+ 11.29%
$174.36 - $254.72 $238K - $347K
13.4K $3.27B
NVDA
Nvidia Corp

Technology
82
+ 0.23%
$153.3 - $186.58 $12.6K - $15.3K
35.6K $6.65B
ORCL
Oracle Corp

Technology
2.66K
New
$218.96 - $328.33 $582K - $873K
2.66K $748M
ALB
Albemarle Corp

Basic Materials
1.49K
+ 5.01%
$62.9 - $88.1 $93.7K - $131K
31.2K $2.53B
RY
Royal Bank Of Canada

Financial Services
4.15K
New
$128.46 - $148.6 $533K - $617K
4.15K $611M
BIIB
Biogen Inc.

Healthcare
2.05K
+ 10.11%
$122.68 - $148.84 $251K - $304K
22.3K $3.12B
ENB
Enbridge Inc

Energy
989
+ 1.06%
$43.79 - $50.46 $43.3K - $49.9K
94.6K $4.77B
BDX
Becton Dickinson & CO

Healthcare
892
+ 4.07%
$172.41 - $199.66 $154K - $178K
22.8K $4.28B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
110
+ 0.43%
$459.11 - $506.91 $50.5K - $55.8K
25.4K $12.8B
TXN
Texas Instruments Inc

Technology
2.33K
New
N/A
2.33K $429M
MDT
Medtronic PLC

Healthcare
981
+ 2.38%
$87.67 - $95.74 $86K - $93.9K
42.2K $4.02B
BA
Boeing CO

Industrials
1.28K
+ 5.98%
$209.79 - $237.38 $269K - $304K
22.7K $4.89B
MSFT
Microsoft Corp

Technology
398
+ 5.1%
$491.09 - $535.64 $195K - $213K
8.2K $4.26B
RTX
Raytheon Technologies Corp

Industrials
301
+ 2.52%
$144.19 - $167.33 $43.4K - $50.4K
12.3K $2.05B
STX
Seagate Technology Holdings PLC

Technology
1.18K
New
$142.01 - $236.06 $167K - $278K
1.18K $278M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5.45K
New
$49.05 - $49.99 $267K - $272K
5.45K $271M
JNJ
Johnson & Johnson

Healthcare
295
+ 4.91%
$155.17 - $185.42 $45.8K - $54.7K
6.31K $1.17B
TSLA
Tesla, Inc.

Consumer Cyclical
55
+ 3.15%
$293.94 - $444.72 $16.2K - $24.5K
1.8K $801M
DUK
Duke Energy Corp

Utilities
698
+ 2.51%
$116.31 - $125.93 $81.2K - $87.9K
28.5K $3.52B
FVD
First Tr Value Line Divid Inde

ETFs
5.3K
New
$44.73 - $46.86 $237K - $248K
5.3K $245M
THO
Thor Industries Inc

Consumer Cyclical
188
+ 1.26%
$88.76 - $112.33 $16.7K - $21.1K
15.1K $1.57B
AVGO
Broadcom Inc.

Technology
437
+ 24.39%
$264.74 - $369.57 $116K - $162K
2.23K $738M
VTI
Vanguard Total Stock Market Et

ETFs
318
+ 5.68%
$303.93 - $329.86 $96.6K - $105K
5.92K $1.94B
AMGN
Amgen Inc

Healthcare
784
New
$271.18 - $309.22 $213K - $242K
784 $222M
Ishares Bitcoin Trust ETF
3.36K
New
N/A
3.36K $218M
XOM
Exxon Mobil Corp

Energy
1.36K
+ 10.85%
$105.83 - $117.22 $144K - $160K
13.9K $1.57B
VUG
Vanguard Growth ETF

ETFs
444
New
$433.97 - $484.08 $193K - $215K
444 $213M
VTV
Vanguard Value ETF

ETFs
34
+ 0.16%
$175.51 - $186.57 $5.97K - $6.34K
21.1K $3.93B
CVX
Chevron Corp

Energy
1.04K
+ 25.86%
$145.57 - $161.83 $151K - $168K
5.04K $784M
VIG
Vanguard Dividend Appreciation

ETFs
419
+ 5.63%
N/A
7.86K $1.7B
JPM
Jpmorgan Chase & CO

Financial Services
241
+ 7.28%
$282.78 - $316.06 $68.1K - $76.2K
3.55K $1.12B
IVV
Ishares Core S&P 500 ETF

ETFs
198
+ 49.01%
$620.67 - $670.08 $123K - $133K
602 $405M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
31
+ 1.07%
$567.77 - $614.76 $17.6K - $19.1K
2.92K $1.79B
PFE
Pfizer Inc

Healthcare
859
+ 0.85%
$23.29 - $25.88 $20K - $22.2K
102K $2.59B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.16K
+ 9.66%
$68.24 - $73.73 $79.4K - $85.7K
13.2K $970M
Ge Vernova Inc
26
+ 1.84%
N/A
1.44K $887M
MRK
Merck & Co., Inc.

Healthcare
556
+ 3.03%
$77.6 - $87.37 $43.1K - $48.6K
18.9K $1.59B
Gsk PLC
1.47K
+ 9.95%
N/A
16.2K $701M
Phinia Inc
46
+ 0.46%
N/A
10K $575M
HSY
Hershey CO

Consumer Defensive
170
+ 3.7%
$161.95 - $193.45 $27.5K - $32.9K
4.77K $894M
META
Meta Platforms, Inc.

Communication Services
172
+ 15.58%
$695.21 - $791.73 $120K - $136K
1.28K $940M
IYW
Ishares Dj Us Tech ETF

ETFs
213
+ 6.47%
$171.38 - $197.01 $36.5K - $42K
3.51K $688M
PLTR
Palantir Technologies Inc.

Technology
15
+ 0.64%
$130.68 - $186.97 $1.96K - $2.8K
2.35K $428M
VTRS
Viatris Inc

Healthcare
942
+ 1.19%
$8.74 - $10.69 $8.23K - $10.1K
79.8K $790M
Activity Summary
Buys All Purchases 85 New Holdings 9 Increased Positions 76 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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