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Home > Institutional Investor > Old North State Trust, Llc > Profile

Instuitional Investor - Old North State Trust, Llc

Fund Profile
Filing Period:
Fund Name: Old North State Trust, Llc
Portfolio Value $123,016
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 54,348 $13,610 8.66%
2.
Ishares Core Total Usd Bond Market Etf
 285,180 $12,890 8.2%
3.
Spdr S & P 500 Etf Trust
 SPY 16,261 $9,530 6.06%
4.
Nvidia Corp
 NVDA 45,641 $6,129 3.9%
5.
Microsoft Corp
 MSFT 14,008 $5,904 3.76%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)