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 $10 Billions to $200 Billions