Old North State Wealth Management, LLC - Portfolio overview

Old North State Wealth Management, LLC has 128 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. BRKB - BERKSHIRE HATHAWAY INC DEL, 5.35%
2. LYB - LYONDELLBASELL INDUSTRIES NV, 4.04%
3. AAPL - APPLE INC, 3.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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