Glekko logo

Old North State Wealth Management, LLC - Q12026 Holdings

Old North State Wealth Management, LLC holds 112 stocks with a total portfolio value of $ 216.17M as of Q12026. In Q12026, Old North State Wealth Management, LLC added 6 new positions, increased stakes in 63 stocks, reduced 40 holdings, and fully exited 12 positions. The largest holding is Berkshire Hathaway Inc Del (BRK-B), representing 5.90% of the total portfolio.

Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options