Old North State Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Wilmington, NC
CIK
0002041262
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 108 178,512 BRK-B, MHO, AMZN, HBI 13F-HR 10/29/2024 000108514624005204
Q2 2024 98 151,842 BRK-B, AMZN, F, CVS 13F-HR 10/29/2024 000108514624005203
Q1 2024 90 153,185 BRK-B, AMZN, CVS, F 13F-HR 10/29/2024 000108514624005202
Q4 2023 81 135,356 BRK-B, AMZN, CVS, F 13F-HR 10/28/2024 000108514624005179
Q3 2023 71 113,897 BRK-B, F, CVS, AMZN 13F-HR 10/28/2024 000108514624005178
Q2 2023 72 114,133 BRK-B, F, AMZN, BA 13F-HR 10/28/2024 000108514624005177
Q1 2023 66 106,863 BRK-B, F, BA, T 13F-HR 10/28/2024 000108514624005176
Q4 2022 63 99,510 BRK-B, HBI, CVS, BA 13F-HR 10/25/2024 000108514624005156
Q3 2022 59 86,534 BRK-B, CVS, AMZN, GILD 13F-HR 10/25/2024 000108514624005155
Q2 2022 55 87,809 BRK-B, T, GILD, CVS 13F-HR 10/25/2024 000108514624005154
Q1 2022 59 100,087 BRK-B, HBI, AMZN, T 13F-HR 10/25/2024 000108514624005153
Q4 2021 57 99,235 BRK-B, CVS, HBI, AMZN 13F-HR 10/24/2024 000108514624005121