Old North State Wealth Management, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $214 Billion distributed in 123 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $12.8B, Apple Inc. with a value of $8.03B, Amazon Com Inc with a value of $7.8B, Cvs Health Corp with a value of $7.26B, and Nvidia Corp with a value of $6.65B.
Examining the 13F form we can see an increase of $21.8B in the current position value, from $192B to 214B.
Old North State Wealth Management, LLC is based out at Wilmington, NC
Below you can find more details about Old North State Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$214 Billion
Healthcare: $37 Billion
Technology: $30 Billion
Consumer Cyclical: $28.9 Billion
ETFs: $24 Billion
Industrials: $19.9 Billion
Financial Services: $19 Billion
Energy: $16 Billion
Basic Materials: $11.6 Billion
Other: $21.6 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
