Old North State Wealth Management, LLC Reduced Holdings in Q1 2025

Old North State Wealth Management, LLC

  • $180 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-370
- 1.0%
$190.26 - $242.06 $70.4K - $89.6K
36.5K $6.94B
MHO
M/I Homes, Inc.

Consumer Cyclical
-405
- 0.87%
$113.46 - $138.33 $46K - $56K
46.3K $5.28B
ET
Energy Transfer LP

Energy
-8.63K
- 2.95%
$17.26 - $21.08 $149K - $182K
284K $5.29B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-28
- 0.21%
$165.25 - $224.62 $4.63K - $6.29K
13.6K $2.26B
VB
Vanguard Small Cap ETF

ETFs
-237
- 1.71%
$217.89 - $252.64 $51.6K - $59.9K
13.6K $3.02B
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-277
- 0.66%
$31.63 - $35.22 $8.76K - $9.76K
41.9K $1.34B
AVGO
Broadcom Inc.

Technology
-49
- 3.36%
$167.43 - $244.7 $8.2K - $12K
1.41K $237M
MA
Mastercard Inc

Financial Services
-212
- 25.21%
$504.67 - $576.31 $107K - $122K
629 $346M
IYW
Ishares Dj Us Tech ETF

ETFs
-29
- 0.86%
$140.44 - $166.79 $4.07K - $4.84K
3.36K $472M
TT
Trane Technologies PLC

Industrials
-29
- 2.33%
$332.0 - $400.86 $9.63K - $11.6K
1.22K $411M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-196
- 8.03%
$96.88 - $111.25 $19K - $21.8K
2.24K $224M
IR
Ingersoll Rand Inc.

Industrials
-4
- 0.14%
$79.44 - $94.23 $318 - $377
2.96K $237M
SPY
Spdr S&P 500 ETF Trust

ETFs
-15
- 3.56%
$551.42 - $612.93 $8.27K - $9.19K
406 $230M
BAC
Bank Of America Corp

Financial Services
-21
- 0.25%
$39.61 - $47.74 $832 - $1K
8.24K $344M
JPM
Jpmorgan Chase & CO

Financial Services
-126
- 4.02%
$225.19 - $279.95 $28.4K - $35.3K
3.01K $741M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-41
- 0.31%
$27.01 - $28.54 $1.11K - $1.17K
13.3K $371M
BMY
Bristol Myers Squibb CO

Healthcare
-15
- 0.16%
$53.9 - $63.11 $809 - $947
9.27K $566M
CTVA
Corteva, Inc.

Basic Materials
-26
- 0.32%
$55.94 - $66.15 $1.45K - $1.72K
8.16K $514M
VTV
Vanguard Value ETF

ETFs
-126
- 0.62%
$167.73 - $179.21 $21.1K - $22.6K
20.3K $3.5B
VEEV
Veeva Systems Inc

Healthcare
-110
- 0.72%
$210.58 - $246.8 $23.2K - $27.1K
15.2K $3.53B
GILD
Gilead Sciences, Inc.

Healthcare
-1.63K
- 2.78%
$89.14 - $117.41 $145K - $191K
56.9K $6.38B
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
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