Old North State Wealth Management, LLC Sells in Q4 2025

Old North State Wealth Management, LLC

  • $213 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VEEV
Veeva Systems Inc

Healthcare
-235
- 1.61%
$283.73 - $306.22 $66.7K - $72K
14.3K $3.2B
MHO
M/I Homes, Inc.

Consumer Cyclical
-1.45K
- 3.23%
$125.05 - $148.06 $181K - $214K
43.3K $5.54B
MSFT
Microsoft Corp

Technology
-308
- 3.76%
$496.82 - $542.07 $153K - $167K
7.89K $3.83B
ENB
Enbridge Inc

Energy
-1.32K
- 1.39%
$46.39 - $50.07 $61K - $65.8K
93.3K $4.46B
ORCL
Oracle Corp

Technology
-95
- 3.57%
$217.57 - $313.0 $20.7K - $29.7K
2.57K $500M
META
Meta Platforms, Inc.

Communication Services
-191
- 14.97%
$609.01 - $751.67 $116K - $144K
1.09K $719M
AJG
Arthur J. Gallagher & Co.

Financial Services
-551
- 36.91%
$242.98 - $310.48 $134K - $171K
942 $245M
THO
Thor Industries Inc

Consumer Cyclical
-1.51K
- 9.94%
$98.65 - $110.79 $148K - $167K
13.6K $1.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
-255
- 42.29%
$653.02 - $687.39 $167K - $175K
348 $240M
TT
Trane Technologies PLC

Industrials
-201
- 15.51%
$408.5 - $448.65 $82.1K - $90.2K
1.1K $428M
WEC
Wec Energy Group, Inc.

Utilities
-405
- 15.77%
$110.61 - $117.5 $44.8K - $47.6K
2.16K $228M
MA
Mastercard Inc

Financial Services
-114
- 19.42%
$536.85 - $580.45 $61.2K - $66.2K
473 $272M
ES
Eversource Energy

Utilities
-463
- 6.73%
$70.59 - $74.88 $32.7K - $34.7K
6.41K $432M
VONG
Vanguard Russell 1000 Growth E

ETFs
-424
- 13.09%
$118.2 - $126.51 $50.1K - $53.6K
2.81K $343M
PEP
Pepsico Inc

Consumer Defensive
-413
- 8.82%
$138.84 - $153.71 $57.3K - $63.5K
4.27K $613M
DTE
Dte Energy CO

Utilities
-63
- 2.56%
$133.44 - $143.32 $8.41K - $9.03K
2.4K $310M
TXN
Texas Instruments Inc

Technology
-59
- 2.53%
N/A
2.28K $395M
ABT
Abbott Laboratories

Healthcare
-104
- 4.91%
$123.62 - $134.59 $12.9K - $14K
2.02K $253M
VOT
Vanguard Mid Cap Growth Index

ETFs
-14
- 0.8%
$279.76 - $298.12 $3.92K - $4.17K
1.75K $488M
FE
Firstenergy Corp

Utilities
-192
- 2.22%
$45.46 - $47.69 $8.73K - $9.16K
8.48K $380M
CVX
Chevron Corp

Energy
-12
- 0.24%
$148.9 - $157.72 $1.79K - $1.89K
5.03K $768M
JPM
Jpmorgan Chase & CO

Financial Services
-117
- 3.29%
$294.11 - $320.41 $34.4K - $37.5K
3.44K $1.11B
VOE
Vanguard Mid Cap Value Index F

ETFs
-85
- 2.9%
$169.53 - $176.53 $14.4K - $15K
2.85K $507M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-587
- 8.21%
$58.51 - $64.76 $34.3K - $38K
6.56K $421M
GE
General Electric CO

Industrials
-47
- 2.26%
$291.49 - $314.28 $13.7K - $14.8K
2.03K $629M
XOM
Exxon Mobil Corp

Energy
-724
- 5.2%
$110.64 - $119.78 $80.1K - $86.7K
13.2K $1.59B
SLB
Schlumberger Limited

Energy
-372
- 4.12%
$31.72 - $37.61 $11.8K - $14K
8.65K $332M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-53
- 7.98%
$524.58 - $588.02 $27.8K - $31.2K
611 $355M
TD
Toronto Dominion Bank

Financial Services
-86
- 2.36%
$78.32 - $82.74 $6.74K - $7.12K
3.55K $335M
AXSM
Axsome Therapeutics, Inc.

Healthcare
-650
- 18.84%
$118.57 - $140.86 $77.1K - $91.6K
2.8K $511M
JNJ
Johnson & Johnson

Healthcare
-77
- 1.22%
$185.98 - $199.58 $14.3K - $15.4K
6.23K $1.29B
GILD
Gilead Sciences, Inc.

Healthcare
-4.18K
- 7.66%
$110.56 - $125.2 $462K - $524K
50.4K $6.19B
AMZN
Amazon Com Inc

Consumer Cyclical
-933
- 2.63%
$213.04 - $254.0 $199K - $237K
34.6K $7.99B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-499
- 3.65%
$280.66 - $305.09 $140K - $152K
13.2K $4.01B
MAR
Marriott International Inc

Consumer Cyclical
-20
- 0.36%
$259.04 - $291.9 $5.18K - $5.84K
5.6K $1.74B
ALB
Albemarle Corp

Basic Materials
-10.9K
- 34.95%
$84.47 - $115.14 $921K - $1.26M
20.3K $2.87B
Activity Summary
Buys All Purchases 78 New Holdings 4 Increased Positions 74 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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