Old North State Wealth Management, LLC Incresed Positions in Q3 2025

Old North State Wealth Management, LLC

  • $214 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
1.32K
+ 13.66%
$43.31 - $48.98 $57K - $64.5K
11K $495M
GIS
General Mills Inc

Consumer Defensive
1.14K
+ 8.16%
$48.44 - $53.83 $55.2K - $61.4K
15.1K $763M
BAC
Bank Of America Corp

Financial Services
45
+ 0.54%
$44.92 - $52.42 $2.02K - $2.36K
8.33K $430M
VONG
Vanguard Russell 1000 Growth E

ETFs
5
+ 0.15%
$108.08 - $121.73 $540 - $609
3.24K $390M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
4
+ 0.15%
$100.4 - $119.58 $402 - $478
2.75K $305M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
27
+ 0.15%
$23.82 - $25.84 $643 - $698
17.7K $456M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
580
+ 4.44%
$26.38 - $27.95 $15.3K - $16.2K
13.6K $372M
TD
Toronto Dominion Bank

Financial Services
28
+ 0.78%
$72.55 - $79.95 $2.03K - $2.24K
3.64K $291M
NUE
Nucor Corp

Basic Materials
10
+ 0.33%
$133.3 - $150.33 $1.33K - $1.5K
3.07K $416M
EPD
Enterprise Products Partners L.P.

Energy
296
+ 1.57%
$30.74 - $32.14 $9.1K - $9.51K
19.1K $599M
VOOV
Vanguard S&P 500 Value ETF

ETFs
5
+ 0.43%
$187.97 - $199.47 $940 - $997
1.16K $231M
WMT
Walmart Inc.

Consumer Defensive
5
+ 0.21%
$94.4 - $104.27 $472 - $521
2.41K $249M
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.26%
$279.83 - $293.74 $560 - $587
769 $227M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
5
+ 0.25%
$109.55 - $124.15 $548 - $621
1.99K $233M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
10
+ 0.52%
$136.48 - $142.97 $1.36K - $1.43K
1.92K $269M
ICSH
Blackrock Ultra Short Term Bon

ETFs
80
+ 0.52%
$50.52 - $50.75 $4.04K - $4.06K
15.6K $792M
KMB
Kimberly Clark Corp

Consumer Defensive
17
+ 0.85%
$121.72 - $136.77 $2.07K - $2.33K
2.02K $251M
CRM
Salesforce, Inc.

Technology
84
+ 9.72%
$231.66 - $273.65 $19.5K - $23K
948 $225M
AJG
Arthur J. Gallagher & Co.

Financial Services
14
+ 0.95%
$284.17 - $319.49 $3.98K - $4.47K
1.49K $464M
TT
Trane Technologies PLC

Industrials
17
+ 1.33%
$398.96 - $472.54 $6.78K - $8.03K
1.3K $548M
NFLX
Netflix Inc

Communication Services
22
+ 7.33%
$1147.87 - $1297.18 $25.3K - $28.5K
322 $386M
Smurfit Westrock PLC
685
+ 0.86%
N/A
80.6K $3.44B
KMI
Kinder Morgan, Inc.

Energy
950
+ 1.21%
$26.23 - $28.5 $24.9K - $27.1K
79.6K $2.26B
ET
Energy Transfer LP

Energy
8.88K
+ 3.08%
$17.11 - $18.16 $152K - $161K
297K $5.1B
FMC
Fmc Corp

Basic Materials
8.95K
+ 7.72%
$33.15 - $44.45 $297K - $398K
125K $4.2B
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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