Old North State Trust, LLC
Q4 2024 13F Holdings
- Locationgreensboro, NC
- Num holdings
135
- Value ($000)
$157
- Date Filed03/10/2025
- Form type13F-HR
- CIK0001760444
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL Apple Inc | COM | 037833100 | $13.61K | 9 % | 54,348 | ||
IUSB iShares Core Total USD Bond Market ETF | CORE TOTAL USD | 46434V613 | $12.89K | 8 % | 285,180 | ||
SPY SPDR S&P 500 ETF | TR UNIT | 78462F103 | $9.53K | 6 % | 16,261 | ||
NVDA NVIDIA Corp | COM | 67066G104 | $6.13K | 4 % | 45,641 | ||
MSFT Microsoft Corp | COM | 594918104 | $5.90K | 4 % | 14,008 | ||
LLY Eli Lilly & Co | COM | 532457108 | $5.50K | 4 % | 7,125 | ||
VEA Vanguard FTSE Developed Markets ETF | VAN FTSE DEV MKT | 921943858 | $4.33K | 3 % | 90,547 | ||
VTI Vanguard Total Stock Market ETF | TOTAL STK MKT | 922908769 | $3.69K | 2 % | 12,736 | ||
IJH iShares Core S&P Mid-Cap ETF | CORE S&P MCP ETF | 464287507 | $3.63K | 2 % | 58,204 | ||
FBNC First Bancorp/Southern Pines NC | COM | 318910106 | $3.21K | 2 % | 72,921 |
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