Orca Wealth Management, LLC Portfolio Holdings

Orca Wealth Management, LLC

  • $112 Billion
  • Q1 2025

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 $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $112 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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