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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 $128,387
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Core 1-5 Year Usd Bond Etf
 349,372 $16,204 12.62%
2.
Apple Inc.
 AAPL 46,546 $7,969 6.2%
3.
Fnb Corp
 FNB 651,123 $7,026 5.47%
4.
Spdr Series Trust
 86,723 $5,880 4.58%
5.
Spdr S & P 500 Etf Trust
 SPY 11,969 $5,117 3.98%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)