Old North State Wealth Management, LLC Portfolio Holdings

Old North State Wealth Management, LLC

  • $179 Billion
  • Q3 2024

Old North State Wealth Management, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $179 Billion distributed in 108 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 $11.6B, M/I Homes, Inc. with a value of $8.12B, Amazon Com Inc with a value of $6.99B, Hanesbrands Inc. with a value of $6.93B, and Ventas, Inc. with a value of $6.79B.

Examining the 13F form we can see an increase of $26.7B in the current position value, from $152B to 179B. Also it can be appreciated an additional of 17 stocks purchases and 7 closed positions.

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 $179 Billion
Consumer Cyclical: $34 Billion
Healthcare: $29.6 Billion
Technology: $21.2 Billion
ETFs: $18.9 Billion
Financial Services: $16.7 Billion
Energy: $13.2 Billion
Industrials: $9.38 Billion
Real Estate: $8.72 Billion
Other: $22.3 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $179 Billion
  • Prior Value $152 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 17 stocks
  • Additional Purchases 70 stocks
  • Sold out of 7 stocks
  • Reduced holdings in 19 stocks
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