Old North State Wealth Management, LLC Reduced Holdings in Q4 2024

Old North State Wealth Management, LLC

  • $178 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTR
Ventas, Inc.

Real Estate
-66.9K
- 63.22%
$57.73 - $66.48 $3.86M - $4.45M
38.9K $2.29B
GLW
Corning Inc

Technology
-53.4K
- 57.24%
$44.11 - $49.76 $2.35M - $2.66M
39.9K $1.89B
MHO
M/I Homes, Inc.

Consumer Cyclical
-700
- 1.48%
$132.44 - $174.81 $92.7K - $122K
46.7K $6.2B
BWA
Borgwarner Inc

Consumer Cyclical
-678
- 0.81%
$31.48 - $35.49 $21.3K - $24.1K
82.6K $2.63B
VTV
Vanguard Value ETF

ETFs
-796
- 3.76%
$168.32 - $181.87 $134K - $145K
20.4K $3.45B
JNJ
Johnson & Johnson

Healthcare
-193
- 2.93%
$143.34 - $165.86 $27.7K - $32K
6.39K $925M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-420
- 3.41%
$58.88 - $64.8 $24.7K - $27.2K
11.9K $702M
MSFT
Microsoft Corp

Technology
-61
- 0.79%
$406.35 - $454.46 $24.8K - $27.7K
7.62K $3.22B
CRM
Salesforce, Inc.

Technology
-356
- 33.52%
$270.87 - $367.87 $96.4K - $131K
706 $237M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-1.17K
- 2.7%
$33.7 - $37.69 $39.4K - $44.1K
42.2K $1.45B
SPY
Spdr S&P 500 ETF Trust

ETFs
-29
- 6.44%
$567.81 - $607.81 $16.5K - $17.6K
421 $250M
VB
Vanguard Small Cap ETF

ETFs
-125
- 0.9%
$233.76 - $261.58 $29.2K - $32.7K
13.8K $3.33B
VTRS
Viatris Inc

Healthcare
-4.22K
- 5.17%
$11.32 - $13.37 $47.7K - $56.4K
77.4K $964M
IYW
Ishares Dj Us Tech ETF

ETFs
-2
- 0.06%
$148.14 - $166.23 $296 - $332
3.38K $541M
MAR
Marriott International Inc

Consumer Cyclical
-187
- 3.2%
$246.06 - $292.59 $46K - $54.7K
5.65K $1.58B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.07K
- 7.26%
$172.07 - $207.36 $183K - $221K
13.6K $2.69B
HBI
Hanesbrands Inc.

Consumer Cyclical
-66.7K
- 7.07%
$6.91 - $8.91 $461K - $594K
877K $7.14B
KMI
Kinder Morgan, Inc.

Energy
-1.72K
- 2.3%
$22.59 - $28.54 $38.8K - $49K
72.9K $2B
ET
Energy Transfer LP

Energy
-4.62K
- 1.55%
$16.05 - $19.86 $74.1K - $91.7K
293K $5.74B
AMZN
Amazon Com Inc

Consumer Cyclical
-681
- 1.82%
$180.88 - $232.93 $123K - $159K
36.8K $8.08B
Activity Summary
Buys All Purchases 89 New Holdings 7 Increased Positions 82 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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