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Danielle N. Annechiarico

Old North State Wealth Management, Llc

Assets Managed
$234.069M
Holdings
112
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
8.28%(2Q avg: 4.94%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Old North State Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 112 positions.

Assets under management

The assets under management (AUM) of Old North State Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 234.069M in assets, with a quarterly growth rate of 8.28% and a 2-quarter average growth rate of 4.94%. The portfolio is managed by Danielle N. Annechiarico, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -1.65%
5.6%
$13.106M
26,186 shares@ $500.48 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.29%
4%
$9.355M
32,267 shares@ $289.93 avg price
GLW
Corning Inc
Recent Activity
Decreased -17.45%
3.67%
$8.573M
33,561 shares@ $255.46 avg price
BA
Boeing Co The
Recent Activity
Increased 11.27%
3.5%
$8.181M
37,790 shares@ $216.48 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 3.26%
3.49%
$8.16M
40,735 shares@ $200.33 avg price
MHO
M I Homes Inc
Recent Activity
Increased 3.19%
3.13%
$7.32M
45,526 shares@ $160.8 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -10.3%
3.08%
$7.203M
30,219 shares@ $238.38 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -2.68%
2.95%
$6.887M
14,393 shares@ $478.49 avg price
SWK
Stanley Black & Decker Inc
Recent Activity
Increased 5.5%
2.92%
$6.829M
72,496 shares@ $94.2 avg price
LYB
Lyondellbasell Indu-cl A
Recent Activity
Decreased -0.73%
2.67%
$6.243M
118,499 shares@ $52.69 avg price

1-10 of 112