Old North State Wealth Management, LLC Purchases in Q4 2024

Old North State Wealth Management, LLC

  • $178 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
1.81K
+ 7.7%
$105.76 - $120.76 $192K - $219K
25.4K $2.74B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
18
+ 0.27%
$111.85 - $120.71 $2.01K - $2.17K
6.72K $774M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.19%
$481.22 - $538.17 $481 - $538
515 $265M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
11.7K
+ 202.26%
$22.01 - $66.82 $257K - $779K
17.4K $396M
KMB
Kimberly Clark Corp

Consumer Defensive
213
+ 13.99%
$130.37 - $146.09 $27.8K - $31.1K
1.74K $228M
NOC
Northrop Grumman Corp

Industrials
127
+ 14.02%
$466.52 - $543.88 $59.2K - $69.1K
1.03K $487M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
25
+ 1.04%
$103.6 - $112.52 $2.59K - $2.81K
2.44K $256M
VO
Vanguard Mid Cap ETF

ETFs
4
+ 0.44%
$261.5 - $284.63 $1.05K - $1.14K
904 $239M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.36K
+ 32.97%
$49.78 - $66.55 $67.5K - $90.2K
5.47K $274M
LMT
Lockheed Martin Corp

Industrials
142
+ 19.64%
$479.66 - $614.62 $68.1K - $87.3K
865 $423M
VOOV
Vanguard S&P 500 Value ETF

ETFs
12
+ 1.06%
$184.21 - $199.29 $2.21K - $2.39K
1.14K $211M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.89K
+ 200.88%
$26.93 - $84.95 $239K - $755K
13.3K $364M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1
+ 0.51%
$1124.26 - $1344.96 $1.12K - $1.34K
197 $249M
TMO
Thermo Fisher Scientific Inc.

Healthcare
65
+ 14.04%
$501.29 - $612.85 $32.6K - $39.8K
528 $275M
IR
Ingersoll Rand Inc.

Industrials
100
+ 3.5%
$90.46 - $105.35 $9.05K - $10.5K
2.96K $268M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
13
+ 0.7%
$131.66 - $144.0 $1.71K - $1.87K
1.88K $249M
WELL
Welltower Inc.

Real Estate
61
+ 0.47%
$123.11 - $139.3 $7.51K - $8.5K
12.9K $1.63B
ADBE
Adobe Inc.

Technology
135
+ 11.21%
$437.39 - $552.96 $59K - $74.6K
1.34K $595M
NNN
National Retail Properties, Inc.

Real Estate
364
+ 6.31%
$39.77 - $49.34 $14.5K - $18K
6.14K $251M
GE
General Electric CO

Industrials
58
+ 3.02%
$159.95 - $194.23 $9.28K - $11.3K
1.98K $331M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
4
+ 0.15%
$104.5 - $125.64 $418 - $503
2.73K $286M
CI
Cigna Corp

Healthcare
43
+ 4.56%
$265.59 - $358.58 $11.4K - $15.4K
986 $273M
ALB
Albemarle Corp

Basic Materials
1.07K
+ 5.31%
$86.08 - $111.3 $91.7K - $119K
21.1K $1.82B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
182
+ 0.72%
$442.29 - $483.08 $80.5K - $87.9K
25.3K $11.5B
XOM
Exxon Mobil Corp

Energy
718
+ 4.05%
$105.51 - $125.37 $75.8K - $90K
18.4K $1.98B
NUE
Nucor Corp

Basic Materials
29
+ 0.98%
$115.78 - $167.74 $3.36K - $4.86K
3K $350M
MRK
Merck & Co., Inc.

Healthcare
914
+ 6.41%
$96.31 - $114.76 $88K - $105K
15.2K $1.51B
THO
Thor Industries Inc

Consumer Cyclical
393
+ 3.74%
$94.35 - $115.54 $37.1K - $45.4K
10.9K $1.05B
BDX
Becton Dickinson & CO

Healthcare
561
+ 2.86%
$220.02 - $243.75 $123K - $137K
20.2K $4.59B
KHC
Kraft Heinz CO

Consumer Defensive
5.97K
+ 7.8%
$30.1 - $36.02 $180K - $215K
82.5K $2.54B
FMC
Fmc Corp

Basic Materials
12.8K
+ 28.34%
$47.86 - $66.62 $615K - $856K
58.2K $2.83B
MDT
Medtronic PLC

Healthcare
1.55K
+ 4.9%
$79.61 - $92.24 $123K - $143K
33.1K $2.65B
F
Ford Motor CO

Consumer Cyclical
15.3K
+ 2.86%
$9.69 - $11.4 $148K - $174K
549K $5.43B
BIIB
Biogen Inc.

Healthcare
1.93K
+ 14.29%
$146.47 - $191.55 $283K - $370K
15.5K $2.37B
LYB
Lyondell Basell Industries N.V.

Basic Materials
4.47K
+ 15.86%
$72.97 - $96.75 $326K - $433K
32.7K $2.43B
OMC
Omnicom Group Inc.

Communication Services
580
+ 2.99%
$85.82 - $105.47 $49.8K - $61.2K
20K $1.72B
HII
Huntington Ingalls Industries, Inc.

Industrials
2.59K
+ 21.96%
$184.96 - $264.65 $479K - $685K
14.4K $2.72B
CVS
Cvs Health Corp

Healthcare
10.9K
+ 15.12%
$43.78 - $67.46 $476K - $733K
82.7K $3.72B
Activity Summary
Buys All Purchases 89 New Holdings 7 Increased Positions 82 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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