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Home > Institutional Investor > Old North State Wealth Management, Llc > Profile

Instuitional Investor - Old North State Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Old North State Wealth Management, Llc
Portfolio Value $177,936,932
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 25,301 $11,470,704 6.44%
2.
Amazon Com Inc
 AMZN 36,827 $8,079,700 4.54%
3.
Hanesbrands Inc.
 HBI 876,679 $7,136,617 4.01%
4.
Apple Inc.
 AAPL 27,394 $6,870,378 3.86%
5.
M/I Homes Inc.
 MHO 46,661 $6,203,582 3.48%
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)