ON

Old North State Wealth Management, LLC

13F
Old North State Wealth Management, LLC
Last update 2025-04-24 110 Stocks (5 new)
Value $180.00 Mil Turnover 8 %
Countries:
Top Holdings: BRK.B(7.98%)AMZN(3.86%)AAPL(3.63%)CVS(3.57%)GILD(3.55%)
Summary Stock Picks Current Portfolio
Old North State Wealth Managem... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B
Berkshire Hathaway Inc
26,903
14,330.2
+6.33%
7.980
+0.48%
0.000
-10.99%
+3.72%
1,012,424.5
Insurance
AMZN
Amazon.com Inc
36,457
6,936.5
-1.00%
3.860
-0.05%
0.000
+26.04%
+3.17%
2,403,011.4
Retail - Cyclical
AAPL
Apple Inc
29,308
6,521.8
+6.99%
3.630
+0.24%
0.000
+3.58%
-16.29%
3,123,230.6
Hardware
CVS
CVS Health Corp
94,657
6,418.3
+14.43%
3.570
+0.45%
0.010
-6.27%
+45.73%
80,885.3
Healthcare Plans
GILD
Gilead Sciences Inc
56,922
6,384.8
-2.78%
3.550
-0.08%
0.000
+3.93%
+19.74%
135,662.9
Drug Manufacturers
F
Ford Motor Co
560,497
5,622.6
+2.15%
3.130
+0.07%
0.010
+24.22%
+22.45%
46,008.7
Vehicles & Parts
ET
Energy Transfer LP
284,304
5,285.9
-2.95%
2.940
-0.10%
0.010
+4.78%
-7.00%
60,365.0
Oil & Gas
MHO
M/I Homes Inc
46,256
5,281.5
-0.87%
2.940
-0.03%
0.170
+7.70%
-14.02%
3,061.7
Homebuilding & Construction
BDX
Becton Dickinson & Co
20,499
4,704.8
+1.47%
2.620
+0.04%
0.010
-11.21%
-20.57%
51,105.0
Medical Devices & Instruments
FMC
FMC Corp
110,326
4,655.4
+89.63%
2.590
+1.22%
0.090
+12.10%
-12.53%
5,167.5
Agriculture

Old North State Wealth Management, LLC's Historical Top Holdings Breakdowns

Old North State Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HBI
Hanesbrands Inc
2025-03-31
Sold Out
Sold Out
-4.01%
●
5.76 ($7.01) 8.6
$4.39
-37.38%
Sold Out
0
-876,679
FMC
FMC Corp
2025-03-31
Add
Add
+1.22%
●
34.54 ($44.42) 56.38
$41.37
-6.87%
Add 89.63%
110,326
52,145
WELL
Welltower Inc
2025-03-31
Sold Out
Sold Out
-0.92%
●
124.05 ($142.48) 156.86
$156.71
9.99%
Sold Out
0
-12,925
BRK.B
Berkshire Hathaway Inc
2025-03-31
Add
Add
+0.48%
●
442.66 ($486.15) 534.52
$470.13
-3.30%
Add 6.33%
26,903
1,602
SWK
Stanley Black & Decker Inc
2025-03-31
Add
Add
+0.48%
●
76.43 ($84.29) 90.4
$69.80
-17.19%
Add 31.33%
47,015
11,217
CVS
CVS Health Corp
2025-03-31
Add
Add
+0.45%
●
44.22 ($59.84) 68.64
$63.94
6.85%
Add 14.43%
94,657
11,937
GOOGL
Alphabet Inc
2025-03-31
Add
Add
+0.43%
●
154.33 ($181.36) 206.38
$182.00
0.35%
Add 100.31%
9,833
4,924
BIIB
Biogen Inc
2025-03-31
Add
Add
+0.34%
●
133.43 ($142.96) 153.27
$127.50
-10.81%
Add 28.69%
19,904
4,437
MDT
Medtronic PLC
2025-03-31
Add
Add
+0.31%
●
79.84 ($89.48) 94.5
$89.22
-0.29%
Add 18.87%
39,364
6,250
LYB
LyondellBasell Industries NV
2025-03-31
Add
Add
+0.26%
●
69.82 ($75.25) 78.67
$62.44
-17.02%
Add 20.05%
39,217
6,549

Old North State Wealth Management, LLC Total Holding History ($B)

To

Old North State Wealth Management, LLC's Asset Allocation

To

Old North State Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Old North State Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Old North State Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Old North State Wealth Management, LLC's Holdings Heat Map

Size field:

Old North State Wealth Management, LLC's Holdings Bubble Chart

Old North State Wealth Management, LLC News

  • 1

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