Old North State Wealth Management, LLC
Q2 2025 13F Holdings
- Locationwilmington, NC
- Num holdings
120
- Value ($000)
$191,922
- Date Filed07/16/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $12.30M | 6 % | 25,309 | ||
AMZN AMAZON COM INC | COM | 023135106 | $8.08M | 4 % | 36,832 | ||
CVS CVS HEALTH CORP | COM | 126650100 | $6.69M | 4 % | 96,896 | ||
AAPL APPLE INC | COM | 037833100 | $6.42M | 3 % | 31,244 | ||
GILD GILEAD SCIENCES INC | COM | 375558103 | $6.21M | 3 % | 55,935 | ||
F FORD MTR CO | COM | 345370860 | $5.90M | 3 % | 544,156 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $5.62M | 3 % | 35,547 | ||
ET ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | $5.22M | 3 % | 288,126 | ||
MHO M/I HOMES INC | COM | 55305B101 | $4.99M | 3 % | 44,516 | ||
FMC FMC CORP | COM NEW | 302491303 | $4.84M | 3 % | 115,939 |
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