Old North State Wealth Management, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $180 Billion distributed in 110 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 $14.3B, Amazon Com Inc with a value of $6.94B, Apple Inc. with a value of $6.52B, Cvs Health Corp with a value of $6.42B, and Gilead Sciences, Inc. with a value of $6.38B.
Examining the 13F form we can see an increase of $1.71B in the current position value, from $178B to 180B.
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
$180 Billion
Healthcare: $34.5 Billion
Consumer Cyclical: $23.6 Billion
Financial Services: $19.3 Billion
Technology: $18.6 Billion
ETFs: $18.5 Billion
Energy: $16 Billion
Industrials: $14.1 Billion
Basic Materials: $10.1 Billion
Other: $20.3 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
