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Old North State Wealth Management, LLC

Q4 2025 13F Holdings

  • Location
    wilmington, NC
  • Num holdings

    118

  • Value ($000)

    $212,787

  • Date Filed
    01/23/2026
  • Form type
    13F-HR
  • CIK
    0002041262
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$13.39M
6 %

26,641

A
AAPL

APPLE INC

COM
037833100
$8.73M
4 %

32,040

A
AMZN

AMAZON COM INC

COM
023135106
$7.99M
4 %

34,607

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$6.76M
3 %

36,213

H
HII

HUNTINGTON INGALLS INDS INC

COM
446413106
$6.56M
3 %

19,239

G
GILD

GILEAD SCIENCES INC

COM
375558103
$6.19M
3 %

50,385

B
BA

BOEING CO

COM
097023105
$5.97M
3 %

27,486

M
MHO

M/I HOMES INC

COM
55305B101
$5.54M
3 %

43,296

S
SWK

STANLEY BLACK & DECKER INC

COM
854502101
$5.51M
3 %

74,087

B
BDX

BECTON DICKINSON & CO

COM
075887109
$5.11M
2 %

26,305

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