Old North State Wealth Management, LLC Sells in Q2 2025

Old North State Wealth Management, LLC

  • $192 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.59K
- 5.92%
$483.48 - $539.8 $771K - $860K
25.3K $12.3B
VTR
Ventas, Inc.

Real Estate
-17.6K
- 44.61%
$62.45 - $70.08 $1.1M - $1.23M
21.8K $1.38B
XOM
Exxon Mobil Corp

Energy
-6.15K
- 32.88%
$99.93 - $119.04 $615K - $732K
12.6K $1.36B
MHO
M/I Homes, Inc.

Consumer Cyclical
-1.74K
- 3.76%
$103.9 - $115.72 $181K - $201K
44.5K $4.99B
ICSH
Blackrock Ultra Short Term Bon

ETFs
-3.74K
- 19.44%
$50.48 - $50.71 $189K - $190K
15.5K $787M
GILD
Gilead Sciences, Inc.

Healthcare
-987
- 1.73%
$96.91 - $113.0 $95.7K - $112K
55.9K $6.21B
JNJ
Johnson & Johnson

Healthcare
-473
- 7.29%
$146.36 - $159.82 $69.2K - $75.6K
6.01K $919M
T
At&T Inc.

Communication Services
-1.36K
- 11.71%
$26.33 - $28.94 $35.9K - $39.4K
10.3K $297M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-220
- 1.66%
$24.32 - $27.87 $5.35K - $6.13K
13.1K $346M
VTRS
Viatris Inc

Healthcare
-3.41K
- 4.14%
$7.26 - $9.12 $24.7K - $31.1K
78.8K $704M
ADBE
Adobe Inc.

Technology
-6
- 0.4%
$340.0 - $420.68 $2.04K - $2.52K
1.5K $581M
IR
Ingersoll Rand Inc.

Industrials
-79
- 2.67%
$66.75 - $84.94 $5.27K - $6.71K
2.88K $239M
ENB
Enbridge Inc

Energy
-1.66K
- 1.74%
$41.09 - $47.16 $68.2K - $78.2K
93.6K $4.24B
TD
Toronto Dominion Bank

Financial Services
-384
- 9.62%
$55.71 - $73.45 $21.4K - $28.2K
3.61K $265M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-339
- 4.35%
$58.52 - $71.7 $19.8K - $24.3K
7.46K $513M
VB
Vanguard Small Cap ETF

ETFs
-655
- 4.82%
$193.73 - $237.37 $127K - $155K
12.9K $3.07B
PLTR
Palantir Technologies Inc.

Technology
-660
- 22.07%
$74.01 - $144.25 $48.8K - $95.2K
2.33K $318M
VIG
Vanguard Dividend Appreciation

ETFs
-50
- 0.67%
N/A
7.44K $1.52B
IYW
Ishares Dj Us Tech ETF

ETFs
-62
- 1.85%
$122.57 - $173.27 $7.6K - $10.7K
3.29K $572M
F
Ford Motor CO

Consumer Cyclical
-16.3K
- 2.92%
$8.69 - $10.85 $142K - $177K
544K $5.9B
MSFT
Microsoft Corp

Technology
-36
- 0.46%
$354.56 - $497.45 $12.8K - $17.9K
7.8K $3.89B
Activity Summary
Buys All Purchases 95 New Holdings 11 Increased Positions 84 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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