—
Net Worth Est.
$4.76MTrade volume
$0Total trades
-----Last Traded
----Stocks
$3.41M
Other
$782.5K
Whole/Universal Insurance
$175K
Mutual Funds
$175K
Government Securities and Agency Debt
$75K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
FCNCA First Citizens BancShares, Inc. - Class A (FCNCA) [ST]Stocks | $1,000,001 - $5,000,000 | $5,001 - $15,000 | Dividends | 2019 | |
![Cape Fear LLP [OT]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Cape Fear LLP [OT]Other | $500,001 - $1,000,000 | $15,001 - $50,000 | Partnership Income | 2019 | |
BBNTX Sterling Capital NC Intermediate Tax-Free (BBNTX) [MF]Mutual Funds | $100,001 - $250,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2019 | |
- BB&T Universal Life Policy [WU]Whole/Universal Insurance | $100,001 - $250,000 | 2019 | |||
TFC Truist Financial Corporation (TFC) [ST]Stocks | $50,001 - $100,000 | $2,501 - $5,000 | Dividends | 2019 | |
- Candidate Loan to George Holding for Congress [DO]Debts Owed to the Filer | $50,001 - $100,000 | 2019 | |||
- Buncombe County, NC Bond [GS]Government Securities and Agency Debt | $50,001 - $100,000 | $1,001 - $2,500 | Interest | 2019 | |
KO Coca-Cola Company (KO) [ST]Stocks | $15,001 - $50,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2019 | |
- Boyle Investment Group [OT]Other | $15,001 - $50,000 | Partnership income | 2019 | ||
BMY Bristol-Myers Squibb Company (BMY) [ST]Stocks | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2019 | |
T AT&T Inc. (T) [ST]Stocks | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2019 | |
CVX Chevron Corporation (CVX) [ST]Stocks | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2019 | |
- BB&T Money Market Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2019 | |
PM Philip Morris International Inc (PM) [ST]Stocks | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2019 | |
PG Procter & Gamble Company (PG) [ST]Stocks | $15,001 - $50,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2019 | |
IBM International Business Machines Corporation (IBM) [ST]Stocks | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2019 | |
JNJ Johnson & Johnson (JNJ) [ST]Stocks | $15,001 - $50,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2019 | |
MSFT Microsoft Corporation (MSFT) [ST]Stocks | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2019 | |
- Mount Olive Pickle [PS]Stock (Not Publicly Traded) | $15,001 - $50,000 | $2,501 - $5,000 | Dividends | 2019 | |
PFE Pfizer, Inc. (PFE) [ST]Stocks | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2019 | |
FCNCB First Citizens BancShares, Inc. Common Stock, Class B (FCNCB) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
- BB&T Checking and Savings Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2019 | |
TRV The Travelers Companies, Inc. (TRV) [ST]Stocks | None | $5,001 - $15,000 | Capital Gains, Dividends | 2019 | |
- Chapel Hill, NC Bond [GS]Government Securities and Agency Debt | None | $1,001 - $2,500 | Interest | 2019 | |
FCNCA First Citizens BancShares, Inc. - Class A (FCNCA) [ST]Stocks | $1,000,001 - $5,000,000 | $5,001 - $15,000 | Dividends | 2018 | |
- Cape Fear LLP [OT]Other | $500,001 - $1,000,000 | $15,001 - $50,000 | Partnership Income | 2018 | |
BBNTX Sterling Capital NC Intermediate Tax-Free (BBNTX) [MF]Mutual Funds | $100,001 - $250,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2018 | |
- Chapel Hill, NC Bond [GS]Government Securities and Agency Debt | $100,001 - $250,000 | $2,501 - $5,000 | Interest | 2018 | |
- BB&T Universal Life Policy [WU]Whole/Universal Insurance | $100,001 - $250,000 | 2018 | |||
BBT BB&T Corporation (BBT) [ST]Stocks | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2018 | |
- Buncombe County, NC Bond [GS]Government Securities and Agency Debt | $50,001 - $100,000 | $1,001 - $2,500 | Interest | 2018 | |
- Candidate Loan to George Holding for Congress [DO]Debts Owed to the Filer | $50,001 - $100,000 | 2018 | |||
KO Coca-Cola Company (KO) [ST]Stocks | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2018 | |
JNJ Johnson & Johnson (JNJ) [ST]Stocks | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2018 | |
MSFT Microsoft Corporation (MSFT) [ST]Stocks | $50,001 - $100,000 | $201 - $1,000 | Capital Gains, Dividends | 2018 | |
PG Procter & Gamble Company (PG) [ST]Stocks | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2018 | |
IBM International Business Machines Corporation (IBM) [ST]Stocks | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2018 | |
TRV The Travelers Companies, Inc. (TRV) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2018 | |
- Boyle Investment Group [OT]Other | $15,001 - $50,000 | Partnership income | 2018 | ||
- Mount Olive Pickle [PS]Stock (Not Publicly Traded) | $15,001 - $50,000 | $2,501 - $5,000 | Dividends | 2018 | |
PFE Pfizer, Inc. (PFE) [ST]Stocks | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2018 | |
CVX Chevron Corporation (CVX) [ST]Stocks | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2018 | |
T AT&T Inc. (T) [ST]Stocks | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2018 | |
PM Philip Morris International Inc (PM) [ST]Stocks | $15,001 - $50,000 | $2,501 - $5,000 | Dividends | 2018 | |
BMY Bristol-Myers Squibb Company (BMY) [ST]Stocks | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2018 | |
- BB&T Money Market Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2018 | |
- BB&T Checking and Savings Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2018 | |
FCNCB First Citizens BancShares, Inc. Common Stock, Class B (FCNCB) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2018 | |
- Chatham County, NC Bond [GS]Government Securities and Agency Debt | None | $201 - $1,000 | Interest | 2018 | |
GE General Electric Company (GE) [ST]Stocks | None | $15,001 - $50,000 | Capital Gains, Dividends | 2018 | |
CMCSA Comcast Corporation - Class A (CMCSA) [ST]Stocks | None | $15,001 - $50,000 | Capital Gains, Dividends | 2018 | |
- Johnston County, NC Bond [GS]Government Securities and Agency Debt | None | $201 - $1,000 | Interest | 2018 | |
SLB Schlumberger N.V. (SLB) [ST]Stocks | None | $15,001 - $50,000 | Dividends | 2018 | |
- Forsyth County, NC Bond [GS]Government Securities and Agency Debt | None | $201 - $1,000 | Interest | 2018 | |
FCNCA First Citizens BancShares, Inc. - Class A (FCNCA) [ST]Stocks | $1,000,001 - $5,000,000 | $5,001 - $15,000 | Dividends | 2017 | |
- Cape Fear LLP [OT]Other | $500,001 - $1,000,000 | $15,001 - $50,000 | Partnership Income | 2017 | |
- Candidate Loan to George Holding for Congress [DO]Debts Owed to the Filer | $100,001 - $250,000 | 2017 | |||
- Chapel Hill, NC Bond [GS]Government Securities and Agency Debt | $100,001 - $250,000 | $2,501 - $5,000 | Interest | 2017 | |
CVX Chevron Corporation (CVX) [ST]Stocks | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2017 | |
- Chatham County, NC Bond [GS]Government Securities and Agency Debt | $50,001 - $100,000 | $1,001 - $2,500 | Interest | 2017 | |
- Buncombe County, NC Bond [GS]Government Securities and Agency Debt | $50,001 - $100,000 | $1,001 - $2,500 | Interest | 2017 | |
BMY Bristol-Myers Squibb Company (BMY) [ST]Stocks | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2017 | |
BBT BB&T Corporation (BBT) [ST]Stocks | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2017 | |
- Forsyth County, NC Bond [GS]Government Securities and Agency Debt | $50,001 - $100,000 | $1,001 - $2,500 | Interest | 2017 | |
JNJ Johnson & Johnson (JNJ) [ST]Stocks | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2017 | |
- Johnston County, NC Bond [GS]Government Securities and Agency Debt | $50,001 - $100,000 | $1,001 - $2,500 | Interest | 2017 | |
PM Philip Morris International Inc (PM) [ST]Stocks | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2017 | |
PG Procter & Gamble Company (PG) [ST]Stocks | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2017 | |
BBNTX Sterling Capital NC Intermediate Tax-Free (BBNTX) [MF]Mutual Funds | $50,001 - $100,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
KO Coca-Cola Company (KO) [ST]Stocks | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2017 | |
- Mount Olive Pickle [PS]Stock (Not Publicly Traded) | $15,001 - $50,000 | $2,501 - $5,000 | Dividends | 2017 | |
IBM International Business Machines Corporation (IBM) [ST]Stocks | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2017 | |
T AT&T Inc. (T) [ST]Stocks | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2017 | |
SLB Schlumberger N.V. (SLB) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2017 | |
GE General Electric Company (GE) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2017 | |
- BB&T Money Market Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2017 | |
- Boyle Investment Group [OT]Other | $15,001 - $50,000 | Partnership income | 2017 | ||
TRV The Travelers Companies, Inc. (TRV) [ST]Stocks | $15,001 - $50,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2017 | |
MSFT Microsoft Corporation (MSFT) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
CMCSA Comcast Corporation - Class A (CMCSA) [ST]Stocks | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2017 | |
PFE Pfizer, Inc. (PFE) [ST]Stocks | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2017 | |
FCNCB First Citizens BancShares, Inc. Common Stock, Class B (FCNCB) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
HLMIX Harding Loevner International Equity Portfolio (HLMIX) [MF]Mutual Funds | None | $5,001 - $15,000 | Capital Gains, Dividends | 2017 | |
- Artisan Funds Midcap Value [MF]Mutual Funds | None | $2,501 - $5,000 | Capital Gains, Dividends | 2017 | |
GGOIX Goldman Sachs Growth Opportunities Fund (GGOIX) [MF]Mutual Funds | None | $15,001 - $50,000 | Capital Gains | 2017 | |
HAINX Harbor Fund International Fund (HAINX) [MF]Mutual Funds | None | $5,001 - $15,000 | Capital Gains, Dividends | 2017 | |
ABT Abbott Laboratories (ABT) [ST]Stocks | None | $5,001 - $15,000 | Capital Gains, Dividends | 2017 | |
RDS.A Royal Dutch Shell PLC Royal Dutch Shell American Depositary Shares (RDS.A) [ST]Stocks | None | $5,001 - $15,000 | Capital Gains, Dividends | 2017 | |
FCNCA First Citizens BancShares, Inc. - Class A (FCNCA) | $1,000,001 - $5,000,000 | $5,001 - $15,000 | Dividends | 2016 | |
- Cape Fear LLP | $500,001 - $1,000,000 | 2016 | |||
BBT BB&T Corporation (BBT) | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2016 | |
BBNTX Sterling Capital NC Intermediate Tax-Free (BBNTX) | $100,001 - $250,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2016 | |
- Candidate Loan to George Holding for Congress | $100,001 - $250,000 | 2016 | |||
- Chapel Hill, NC Bond | $100,001 - $250,000 | $2,501 - $5,000 | Interest | 2016 | |
- BB&T Money Market Account | $50,001 - $100,000 | $1 - $200 | Interest | 2016 | |
PG Procter & Gamble Company (PG) | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2016 | |
BMY Bristol-Myers Squibb Company (BMY) | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2016 | |
JNJ Johnson & Johnson (JNJ) | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2016 | |
GE General Electric Company (GE) | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2016 | |
- Buncombe County, NC Bond | $50,001 - $100,000 | $1,001 - $2,500 | Interest | 2016 | |
CVX Chevron Corporation (CVX) | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2016 | |
- Chatham County, NC Bond | $50,001 - $100,000 | $1,001 - $2,500 | Interest | 2016 | |
TRV The Travelers Companies, Inc. (TRV) | $50,001 - $100,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2016 | |
PM Philip Morris International Inc (PM) | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2016 | |
- Forsyth County, NC Bond | $50,001 - $100,000 | $1,001 - $2,500 | Interest | 2016 | |
- Johnston County, NC Bond | $50,001 - $100,000 | $1,001 - $2,500 | Interest | 2016 | |
- Artisan Funds Midcap Value | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
CMCSA Comcast Corporation - Class A (CMCSA) | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2016 | |
KO Coca-Cola Company (KO) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2016 | |
SLB Schlumberger N.V. (SLB) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2016 | |
RDS.A Royal Dutch Shell PLC Royal Dutch Shell American Depositary Shares (RDS.A) | $15,001 - $50,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2016 | |
- Boyle Investment Group | $15,001 - $50,000 | $5,001 - $15,000 | Partnership income | 2016 | |
GGOIX Goldman Sachs Growth Opportunities Fund (GGOIX) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains | 2016 | |
HAINX Harbor Fund International Fund (HAINX) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2016 | |
HLMIX Harding Loevner International Equity Portfolio (HLMIX) | $15,001 - $50,000 | $1 - $200 | Dividends | 2016 | |
IBM International Business Machines Corporation (IBM) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2016 | |
ABT Abbott Laboratories (ABT) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2016 | |
MSFT Microsoft Corporation (MSFT) | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2016 | |
- Mount Olive Pickle | $15,001 - $50,000 | $2,501 - $5,000 | Dividends | 2016 | |
PFE Pfizer, Inc. (PFE) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2016 | |
T AT&T Inc. (T) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2016 | |
FCNCB First Citizens BancShares, Inc. Common Stock, Class B (FCNCB) | $1,001 - $15,000 | $1 - $200 | Dividends | 2016 | |
QCOM QUALCOMM Incorporated (QCOM) | None | $2,501 - $5,000 | Capital Gains, Dividends | 2016 | |
DD E.I. du Pont de Nemours and Company (DD) | None | $5,001 - $15,000 | Capital Gains, Dividends | 2016 | |
- Haywood County, NC Bond | None | $201 - $1,000 | Interest | 2016 | |
FCNCA First Citizens BancShares, Inc. - Class A (FCNCA) | $1,000,001 - $5,000,000 | $5,001 - $15,000 | Dividends | 2015 | |
- Cape Fear LLP | $500,001 - $1,000,000 | 2015 | |||
- Candidate Loan to George Holding for Congress | $250,001 - $500,000 | 2015 | |||
BBT BB&T Corporation (BBT) | $250,001 - $500,000 | $5,001 - $15,000 | Dividends | 2015 | |
- Chapel Hill, NC Bond | $100,001 - $250,000 | $2,501 - $5,000 | Interest | 2015 | |
- Haywood County, NC Bond | $100,001 - $250,000 | $2,501 - $5,000 | Interest | 2015 | |
BBNTX Sterling Capital NC Intermediate Tax-Free (BBNTX) | $100,001 - $250,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2015 | |
- Buncombe County, NC Bond | $50,001 - $100,000 | $1,001 - $2,500 | Interest | 2015 | |
- Chatham County, NC Bond | $50,001 - $100,000 | $1,001 - $2,500 | Interest | 2015 | |
BMY Bristol-Myers Squibb Company (BMY) | $50,001 - $100,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2015 | |
- BB&T Money Market Account | $50,001 - $100,000 | $1 - $200 | Interest | 2015 | |
TRV The Travelers Companies, Inc. (TRV) | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2015 | |
PM Philip Morris International Inc (PM) | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2015 | |
- Johnston County, NC Bond | $50,001 - $100,000 | $1,001 - $2,500 | Interest | 2015 | |
JNJ Johnson & Johnson (JNJ) | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2015 | |
GE General Electric Company (GE) | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2015 | |
- Forsyth County, NC Bond | $50,001 - $100,000 | $1,001 - $2,500 | Interest | 2015 | |
CMCSA Comcast Corporation - Class A (CMCSA) | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2015 | |
KO Coca-Cola Company (KO) | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2015 | |
- Artisan Funds Midcap Value | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2015 | |
T AT&T Inc. (T) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2015 | |
PG Procter & Gamble Company (PG) | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2015 | |
DD E.I. du Pont de Nemours and Company (DD) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2015 | |
PFE Pfizer, Inc. (PFE) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2015 | |
IBM International Business Machines Corporation (IBM) | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2015 | |
RDS.A Royal Dutch Shell PLC Royal Dutch Shell American Depositary Shares (RDS.A) | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2015 | |
HAINX Harbor Fund International Fund (HAINX) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2015 | |
SLB Schlumberger N.V. (SLB) | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2015 | |
MSFT Microsoft Corporation (MSFT) | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2015 | |
CVX Chevron Corporation (CVX) | $15,001 - $50,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2015 | |
ABT Abbott Laboratories (ABT) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2015 | |
- Mount Olive Pickle | $15,001 - $50,000 | $2,501 - $5,000 | Dividends | 2015 | |
GGOIX Goldman Sachs Growth Opportunities Fund (GGOIX) | $15,001 - $50,000 | $15,001 - $50,000 | Capital Gains | 2015 | |
HLMIX Harding Loevner International Equity Portfolio (HLMIX) | $15,001 - $50,000 | $1 - $200 | Dividends | 2015 | |
- Boyle Investment Group | $15,001 - $50,000 | $1,001 - $2,500 | Partnership income | 2015 | |
FCNCB First Citizens BancShares, Inc. Common Stock, Class B (FCNCB) | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
QCOM QUALCOMM Incorporated (QCOM) | $1,001 - $15,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2015 | |
AXP American Express Company (AXP) | None | $15,001 - $50,000 | Capital Gains, Dividends | 2015 | |
- University of North Carolina System Bond | None | $100,001 - $1,000,000 | Interest, Bond redemption | 2015 | |
FCNCA First Citizens BancShares, Inc. - Class A (FCNCA) | $1,000,001 - $5,000,000 | $5,001 - $15,000 | Dividends | 2014 | |
- Cape Fear LLP | $500,001 - $1,000,000 | 2014 | |||
- Candidate Loan to George Holding for Congress | $250,001 - $500,000 | 2014 | |||
BBT BB&T Corporation (BBT) | $250,001 - $500,000 | $5,001 - $15,000 | Dividends | 2014 | |
BBNTX Sterling Capital NC Intermediate Tax-Free (BBNTX) | $100,001 - $250,000 | $1,001 - $2,500 | Dividends | 2014 | |
- University of North Carolina System Bond | $100,001 - $250,000 | $2,501 - $5,000 | Interest | 2014 | |
- Chapel Hill, NC Bond | $100,001 - $250,000 | $2,501 - $5,000 | Interest | 2014 | |
- Haywood County, NC Bond | $100,001 - $250,000 | $2,501 - $5,000 | Interest | 2014 | |
TRV The Travelers Companies, Inc. (TRV) | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2014 | |
JNJ Johnson & Johnson (JNJ) | $50,001 - $100,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2014 | |
- Forsyth County, NC Bond | $50,001 - $100,000 | $1,001 - $2,500 | Interest | 2014 | |
GE General Electric Company (GE) | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2014 | |
GGOIX Goldman Sachs Growth Opportunities Fund (GGOIX) | $50,001 - $100,000 | $15,001 - $50,000 | Capital Gains | 2014 | |
PM Philip Morris International Inc (PM) | $50,001 - $100,000 | $2,501 - $5,000 | Dividends | 2014 | |
PG Procter & Gamble Company (PG) | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2014 | |
RDS.A Royal Dutch Shell PLC Royal Dutch Shell American Depositary Shares (RDS.A) | $50,001 - $100,000 | $2,501 - $5,000 | Dividends | 2014 | |
SLB Schlumberger N.V. (SLB) | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2014 | |
CMCSA Comcast Corporation - Class A (CMCSA) | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2014 | |
- Johnston County, NC Bond | $50,001 - $100,000 | $1,001 - $2,500 | Interest | 2014 | |
ARTQX Artisan Funds Midcap Value (ARTQX) | $50,001 - $100,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2014 | |
- BB&T Money Market Account | $50,001 - $100,000 | $1 - $200 | Interest | 2014 | |
BMY Bristol-Myers Squibb Company (BMY) | $50,001 - $100,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2014 | |
- Buncombe County, NC Bond | $50,001 - $100,000 | $1,001 - $2,500 | Interest | 2014 | |
- Chatham County, NC Bond | $50,001 - $100,000 | $1,001 - $2,500 | Interest | 2014 | |
CVX Chevron Corporation (CVX) | $50,001 - $100,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2014 | |
KO Coca-Cola Company (KO) | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2014 | |
- Mount Olive Pickle | $15,001 - $50,000 | 2014 | |||
T AT&T Inc. (T) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2014 | |
PFE Pfizer, Inc. (PFE) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2014 | |
QCOM QUALCOMM Incorporated (QCOM) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2014 | |
ABT Abbott Laboratories (ABT) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2014 | |
AXP American Express Company (AXP) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2014 | |
- Boyle Investment Group | $15,001 - $50,000 | $1,001 - $2,500 | Partnership income | 2014 | |
DD E.I. du Pont de Nemours and Company (DD) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2014 | |
HAINX Harbor Fund International Fund (HAINX) | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2014 | |
HLMIX Harding Loevner International Equity Portfolio (HLMIX) | $15,001 - $50,000 | $1 - $200 | Dividends | 2014 | |
IBM International Business Machines Corporation (IBM) | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2014 | |
MSFT Microsoft Corporation (MSFT) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2014 | |
FCNCB First Citizens BancShares, Inc. Common Stock, Class B (FCNCB) | $1,001 - $15,000 | $1 - $200 | Dividends | 2014 | |
ADBE Adobe Systems Incorporated (ADBE) | None | $15,001 - $50,000 | Capital Gains | 2014 | |
TGT Target Corporation (TGT) | None | $5,001 - $15,000 | Capital Gains | 2014 |
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