Orca Wealth Management, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $112 Billion distributed in 64 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.2B, Old Republic International Corp with a value of $6.04B, Astrazeneca PLC with a value of $5.15B, Qualcomm Inc with a value of $5.06B, and Cisco Systems, Inc. with a value of $4.9B.
Examining the 13F form we can see an increase of $642M in the current position value, from $111B to 112B.
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
$112 Billion
Technology: $29.6 Billion
Financial Services: $28 Billion
Industrials: $12.9 Billion
Energy: $11.2 Billion
Healthcare: $8.72 Billion
Communication Services: $5.73 Billion
Consumer Defensive: $4.84 Billion
Utilities: $2.79 Billion
Other: $6.43 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
