Orca Wealth Management, LLC Portfolio Holdings

Orca Wealth Management, LLC

  • $111 Billion
  • Q4 2024

Orca Wealth Management, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $111 Billion distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.6B, Old Republic International Corp with a value of $5.21B, Qualcomm Inc with a value of $5.14B, Cisco Systems, Inc. with a value of $4.7B, and Astrazeneca PLC with a value of $4.53B.

Examining the 13F form we can see an increase of $111B in the current position value.

Orca Wealth Management, LLC is based out at New Port Richey, FL

Below you can find more details about Orca Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $111 Billion
Technology: $33 Billion
Financial Services: $26.6 Billion
Industrials: $12.8 Billion
Energy: $9.87 Billion
Healthcare: $8.03 Billion
Communication Services: $5.93 Billion
Consumer Defensive: $3.61 Billion
Basic Materials: $3.11 Billion
Other: $6.73 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $111 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 63 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Orca Wealth Management, LLC Portfolio

Follow Orca Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Orca Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orca Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email