Orca Wealth Management, LLC Incresed Positions in Q1 2025

Orca Wealth Management, LLC

  • $112 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
1.23K
+ 4.7%
$117.15 - $158.79 $144K - $195K
27.4K $4.35B
ORI
Old Republic International Corp

Financial Services
9.94K
+ 6.91%
$33.46 - $39.22 $333K - $390K
154K $6.04B
AZN
Astrazeneca PLC

Healthcare
968
+ 1.4%
$65.37 - $77.96 $63.3K - $75.5K
70.1K $5.15B
RTX
Raytheon Technologies Corp

Industrials
52
+ 0.16%
$114.1 - $135.66 $5.93K - $7.05K
33.1K $4.38B
NVDA
Nvidia Corp

Technology
5.92K
+ 83.11%
$106.98 - $149.43 $633K - $884K
13K $1.41B
XOM
Exxon Mobil Corp

Energy
51
+ 0.16%
$105.44 - $118.93 $5.38K - $6.07K
31K $3.69B
ABBV
Abb Vie Inc.

Healthcare
32
+ 0.31%
$169.2 - $216.66 $5.41K - $6.93K
10.5K $2.2B
CB
Chubb LTD

Financial Services
29
+ 0.25%
$257.71 - $301.99 $7.47K - $8.76K
11.7K $3.54B
TTE
Total Energies Se

Energy
551
+ 2.48%
N/A
22.7K $1.47B
CHK
Chesapeake Energy Corp

Energy
4
+ 0.02%
N/A
19K $2.11B
DUK
Duke Energy Corp

Utilities
86
+ 0.69%
$105.87 - $121.97 $9.1K - $10.5K
12.6K $1.54B
T
At&T Inc.

Communication Services
93
+ 0.29%
$21.56 - $28.28 $2.01K - $2.63K
32.2K $912M
VZ
Verizon Communications Inc

Communication Services
226
+ 0.74%
$37.81 - $46.49 $8.55K - $10.5K
30.7K $1.39B
PSX
Phillips 66

Energy
28
+ 0.23%
$113.93 - $131.55 $3.19K - $3.68K
12.2K $1.5B
JPM
Jpmorgan Chase & CO

Financial Services
38
+ 0.26%
$225.19 - $279.95 $8.56K - $10.6K
14.4K $3.53B
ABT
Abbott Laboratories

Healthcare
117
+ 4.59%
$111.1 - $140.22 $13K - $16.4K
2.67K $353M
SO
Southern CO

Utilities
2
+ 0.04%
$80.96 - $92.96 $162 - $186
4.48K $412M
MO
Altria Group, Inc.

Consumer Defensive
84
+ 1.94%
$50.81 - $60.02 $4.27K - $5.04K
4.42K $265M
MU
Micron Technology Inc

Technology
129
+ 1.54%
$86.89 - $109.38 $11.2K - $14.1K
8.49K $737M
KLAC
Kla Corp

Technology
12
+ 3.73%
$636.62 - $777.63 $7.64K - $9.33K
334 $227M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1
+ 0.02%
$42.5 - $46.71 $42.5 - $46.7
5.16K $233M
Capital Grp Fixed Incm ETF T
30
+ 0.31%
N/A
9.65K $254M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
78
+ 0.39%
$8.58 - $8.9 $669 - $694
20.1K $176M
DD
Du Pont De Nemours, Inc.

Basic Materials
46
+ 0.62%
$72.7 - $84.32 $3.34K - $3.88K
7.52K $561M
AMAT
Applied Materials Inc

Technology
13
+ 0.73%
$145.06 - $195.51 $1.89K - $2.54K
1.78K $259M
DIS
Walt Disney CO

Communication Services
199
+ 4.82%
$96.87 - $114.0 $19.3K - $22.7K
4.33K $427M
HD
Home Depot, Inc.

Consumer Cyclical
65
+ 2.44%
$347.25 - $424.87 $22.6K - $27.6K
2.73K $999M
MSFT
Microsoft Corp

Technology
117
+ 5.95%
$375.39 - $447.2 $43.9K - $52.3K
2.08K $781M
MRK
Merck & Co., Inc.

Healthcare
268
+ 3.51%
$83.01 - $101.02 $22.2K - $27.1K
7.89K $709M
BNS
Bank Of Nova Scotia

Financial Services
307
+ 1.86%
$47.21 - $53.7 $14.5K - $16.5K
16.8K $799M
FITB
Fifth Third Bancorp

Financial Services
294
+ 0.84%
$37.48 - $44.96 $11K - $13.2K
35.3K $1.38B
LMT
Lockheed Martin Corp

Industrials
10
+ 0.38%
$423.19 - $506.29 $4.23K - $5.06K
2.62K $1.17B
CMI
Cummins Inc

Industrials
7
+ 0.15%
$312.92 - $386.07 $2.19K - $2.7K
4.58K $1.44B
CSX
Csx Corp

Industrials
161
+ 0.25%
$29.11 - $33.67 $4.69K - $5.42K
63.9K $1.88B
PRU
Prudential Financial Inc

Financial Services
115
+ 0.4%
$105.04 - $122.33 $12.1K - $14.1K
29K $3.24B
GOOG
Alphabet Inc.

Communication Services
485
+ 4.93%
$156.06 - $207.71 $75.7K - $101K
10.3K $1.61B
GOOGL
Alphabet Inc.

Communication Services
223
+ 2.56%
$154.33 - $206.19 $34.4K - $46K
8.94K $1.38B
DOW
Dow Inc.

Basic Materials
728
+ 1.15%
$34.36 - $41.92 $25K - $30.5K
63.9K $2.23B
BX
Blackstone Inc.

Financial Services
70
+ 0.41%
$136.53 - $186.74 $9.56K - $13.1K
17.4K $2.43B
AAPL
Apple Inc.

Technology
855
+ 1.46%
$209.68 - $247.1 $179K - $211K
59.3K $13.2B
Activity Summary
Buys All Purchases 45 New Holdings 4 Increased Positions 41 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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