Long-term investor
Old North State Wealth Management, LLC @oldnorthstatewealthmanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002041262).
Record
- Tracked since 2025-06-30 (473 days), 99 trades recorded
- Returns: week n/a · month n/a · 90 days -7.2% · 6 months -1.9% · 1 year +14.9% · all +14.9%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BRK-B · 5.6% · long · since 2025-06-30
- AAPL · 4.0% · long · since 2025-06-30
- GLW · 3.7% · long · since 2025-06-30
- 097023105 · 3.5% · long · since 2025-06-30
- NVDA · 3.5% · long · since 2025-06-30
- MHO · 3.1% · long · since 2025-06-30
- AMZN · 3.1% · long · since 2025-06-30
- TSM · 2.9% · long · since 2025-06-30
- SWK · 2.9% · long · since 2025-06-30
- LYB · 2.7% · long · since 2025-06-30
- ET · 2.5% · long · since 2025-06-30
- BDX · 2.3% · long · since 2025-06-30