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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$70.4B
$324 Million 0.29% of portfolio
1,151
Q4 2024 New
$0
$296 Million 0.27% of portfolio
11,992
Q4 2024 New
$206B
$288 Million 0.26% of portfolio
2,548
Q4 2024 New
$81.6B
$292 Million 0.26% of portfolio
63,955
Q4 2024 New
$168B
$288 Million 0.26% of portfolio
1,771
Q4 2024 New
$380B
$276 Million 0.25% of portfolio
1,906
Q4 2024 New
Capital Grp Fixed Incm ETF T
-
$248 Million 0.22% of portfolio
-
Q4 2024 New
$35.6B
$237 Million 0.21% of portfolio
7,733
Q4 2024 New
$91.1B
$227 Million 0.2% of portfolio
4,339
Q4 2024 New
$0
$227 Million 0.2% of portfolio
5,157
Q4 2024 New
$200B
$216 Million 0.19% of portfolio
985
Q4 2024 New
$109B
$203 Million 0.18% of portfolio
322
Q4 2024 New
$0
$172 Million 0.15% of portfolio
19,997
Q4 2024 New

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
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