Old North State Wealth Management, LLC
Q1 2025 13F Holdings
- Locationwilmington, NC
- Num holdings
110
- Value ($000)
$179,643
- Date Filed04/24/2025
- Form type13F-HR
- CIK0002041262
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $14.33M | 8 % | 26,903 | ||
AMZN AMAZON COM INC | COM | 023135106 | $6.94M | 4 % | 36,457 | ||
AAPL APPLE INC | COM | 037833100 | $6.52M | 4 % | 29,308 | ||
CVS CVS HEALTH CORP | COM | 126650100 | $6.42M | 4 % | 94,657 | ||
GILD GILEAD SCIENCES INC | COM | 375558103 | $6.38M | 4 % | 56,922 | ||
F FORD MTR CO | COM | 345370860 | $5.62M | 3 % | 560,497 | ||
ET ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | $5.29M | 3 % | 284,304 | ||
MHO M/I HOMES INC | COM | 55305B101 | $5.28M | 3 % | 46,256 | ||
BDX BECTON DICKINSON & CO | COM | 075887109 | $4.70M | 3 % | 20,499 | ||
FMC FMC CORP | COM NEW | 302491303 | $4.66M | 3 % | 110,326 |
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