Portfolio (Quarterly)
Guide ↗
Old North State Wealth Management, LLC
· CIK 0002041262| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CTRA | COTERRA ENERGY INC | Energy | 26,064 | $916K | 0.42% | SOLD |
| 2 | NUE | NUCOR CORP | Basic Materials | 3,129 | $530K | 0.24% | SOLD |
| 3 | SLB | SLB LIMITED | Energy | 8,709 | $448K | 0.21% | SOLD |
| 4 | WMT | WALMART INC | Consumer Defensive | 2,487 | $310K | 0.14% | SOLD |
| 5 | WHR | WHIRLPOOL CORP | Consumer Cyclical | 4,847 | $262K | 0.12% | SOLD |
| 6 | HON | HONEYWELL INTL INC | Industrials | 1,010 | $229K | 0.11% | SOLD |
| 7 | WEC | WEC ENERGY GROUP INC | Utilities | 1,761 | $204K | 0.09% | SOLD |
| 8 | GSK | GSK PLC | Healthcare | 3,689 | $204K | 0.09% | SOLD |
Sector Allocation
Technology
24.6%
Healthcare
16.9%
Industrials
11.8%
Consumer Cyclical
10.3%
Energy
8.7%
Basic Materials
6.1%
Utilities
5.1%
Financial Services
4.7%
Consumer Defensive
4.4%
Communication Services
4.3%