Old North State Wealth Management, LLC Reduced Holdings in Q3 2024

Old North State Wealth Management, LLC

  • $179 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KMI
Kinder Morgan, Inc.

Energy
-141K
- 65.44%
$19.72 - $22.22 $2.79M - $3.14M
74.6K $1.65B
F
Ford Motor CO

Consumer Cyclical
-19K
- 3.44%
$9.71 - $14.55 $185K - $277K
533K $5.63B
CVS
Cvs Health Corp

Healthcare
-25.3K
- 26.01%
$55.81 - $63.18 $1.41M - $1.6M
71.9K $4.52B
ADBE
Adobe Inc.

Technology
-36
- 2.9%
$508.13 - $586.55 $18.3K - $21.1K
1.2K $623M
RTX
Raytheon Technologies Corp

Industrials
-2.35K
- 18.34%
$99.55 - $123.34 $234K - $290K
10.5K $1.27B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-70
- 0.47%
$147.95 - $191.05 $10.4K - $13.4K
14.7K $2.55B
BAC
Bank Of America Corp

Financial Services
-217
- 2.6%
$36.65 - $44.13 $7.95K - $9.58K
8.13K $323M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-4.55K
- 9.5%
$30.61 - $34.92 $139K - $159K
43.3K $1.49B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-34
- 6.84%
$531.86 - $624.21 $18.1K - $21.2K
463 $287M
AXSM
Axsome Therapeutics, Inc.

Healthcare
-300
- 8.0%
$78.93 - $95.84 $23.7K - $28.8K
3.45K $310M
VIG
Vanguard Dividend Appreciation

ETFs
-276
- 3.86%
$182.15 - $182.15 $50.3K - $50.3K
6.87K $1.36B
TSLA
Tesla, Inc.

Consumer Cyclical
-140
- 9.43%
$191.76 - $263.26 $26.8K - $36.9K
1.34K $352M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-27
- 0.98%
$97.96 - $124.99 $2.64K - $3.37K
2.73K $340M
LMT
Lockheed Martin Corp

Industrials
-21
- 2.82%
$460.3 - $584.56 $9.67K - $12.3K
723 $425M
OMC
Omnicom Group Inc.

Communication Services
-945
- 4.65%
$87.69 - $103.9 $82.9K - $98.2K
19.4K $2.01B
DUK
Duke Energy Corp

Utilities
-1.23K
- 4.95%
$99.35 - $117.71 $122K - $144K
23.6K $2.72B
VB
Vanguard Small Cap ETF

ETFs
-64
- 0.46%
$214.77 - $237.72 $13.7K - $15.2K
14K $3.31B
HBI
Hanesbrands Inc.

Consumer Cyclical
-1.3K
- 0.14%
$4.66 - $7.36 $6.06K - $9.57K
943K $6.93B
Activity Summary
Buys All Purchases 87 New Holdings 17 Increased Positions 70 Sells All Sells 26 Reductions 19 Sold out 7 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