StockDriftsStockDriftsTop 50 Old North State Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.9% | 26.6K | $12.8M | -0.05%(-14) | $330.70(+40.77%) | 2026-03-31 | |
| LYB | LYONDELLBASELL INDUSTRIES NV | 4.45% | 119.4K | $9.6M | +2.27%(+2.65K) | $64.65(+20.27%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.75% | 31.9K | $8.1M | -0.57%(-183) | $197.29(+44.04%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.25% | 33.7K | $7.0M | -2.65%(-916) | $156.96(+74.28%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.18% | 39.5K | $6.9M | +8.94%(+3.24K) | $104.68(+87.72%) | 2026-03-31 | |
| BA | BOEING CO | 3.13% | 34.0K | $6.8M | +23.57%(+6.48K) | $200.84(+11.72%) | 2026-03-31 | |
| ET | ENERGY TRANSFER L P | 2.77% | 310.6K | $6.0M | +0.83%(+2.55K) | $11.10(+83.71%) | 2026-03-31 | |
| GLW | CORNING INC | 2.56% | 40.7K | $5.5M | +0.08%(+32) | $39.39(+311.55%) | 2026-03-31 | |
| MHO | M/I HOMES INC | 2.5% | 44.1K | $5.4M | +1.91%(+825) | $119.53(+7.49%) | 2026-03-31 | |
| ENB | ENBRIDGE INC | 2.32% | 92.7K | $5.0M | -0.58%(-542) | $37.92(+44.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.16% | +37.34% |
| Top 20 Holdings Unweighted | +11.59% | +38.97% |
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