Old North State Wealth Management, LLC Portfolio Holdings

Old North State Wealth Management, LLC

  • $180 Billion
  • Q1 2025

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 $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $180 Billion
  • Prior Value $178 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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