Orca Wealth Management, LLC Top Holdings and 13F Report (2025) About Orca Wealth Management, LLCInvestment ActivityOrca Wealth Management, LLC has $111.12 million in total holdings as of December 31, 2024.Orca Wealth Management, LLC owns shares of 63 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $14,638,769Old Republic International $5,209,037QUALCOMM $5,138,480Cisco Systems $4,695,798AstraZeneca $4,531,731 Sector AllocationMap of 500 Largest Holdings ofOrca Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$14,638,76958,45713.2%Computer and TechnologyORIOld Republic International$5,209,037143,9364.7%FinanceQCOMQUALCOMM$5,138,48033,4494.6%Computer and TechnologyCSCOCisco Systems$4,695,79879,3214.2%Computer and TechnologyAZNAstraZeneca$4,531,73169,1664.1%MedicalAVGOBroadcom$3,964,11617,0993.6%Computer and TechnologyRTXRTX$3,819,83233,0093.4%AerospaceJPMJPMorgan Chase & Co.$3,439,61914,3493.1%FinancePRUPrudential Financial$3,423,70628,8853.1%FinanceXOMExxon Mobil$3,330,98030,9663.0%Oils/EnergyCBChubb$3,234,52511,7072.9%FinancePMPhilip Morris International$3,149,93426,1732.8%Consumer StaplesBXBlackstone$2,979,37817,2802.7%FinanceDOWDOW$2,536,37363,2042.3%Basic MaterialsCVXChevron$2,063,24614,2451.9%Oils/EnergyCSXCSX$2,058,32463,7851.9%TransportationCGDVCapital Group Dividend Value ETF$1,896,30953,7811.7%ETFCHKChesapeake Energy$1,887,41618,9601.7%Oils/EnergyGOOGAlphabet$1,872,0979,8311.7%Computer and TechnologyABBVAbbVie$1,856,41910,4471.7%MedicalUBSUBS Group$1,825,50760,2081.6%FinanceHONHoneywell International$1,678,6607,4321.5%Multi-Sector ConglomeratesGOOGLAlphabet$1,649,5308,7141.5%Computer and TechnologyCMICummins$1,594,5194,5741.4%Auto/Tires/TrucksBACBank of America$1,536,62434,9631.4%FinanceFITBFifth Third Bancorp$1,479,89435,0021.3%FinanceBRK.BBerkshire Hathaway$1,392,0233,0711.3%FinancePSXPhillips 66$1,382,82212,1371.2%Oils/EnergyDUKDuke Energy$1,350,31312,5341.2%UtilitiesINTCIntel$1,329,40966,3051.2%Computer and TechnologyLMTLockheed Martin$1,269,8512,6131.1%AerospaceBUNGE GLOBAL SA$1,238,43815,9261.1%COM SHSVZVerizon Communications$1,220,55530,5221.1%Computer and TechnologyTTETotalEnergies$1,209,65622,1951.1%Oils/EnergyCATCaterpillar$1,189,7163,2801.1%Industrial ProductsHDHome Depot$1,034,8872,6600.9%Retail/WholesaleNVDANVIDIA$956,4107,1220.9%Computer and TechnologyGDGeneral Dynamics$894,2373,3940.8%AerospaceBNSBank of Nova Scotia$888,12316,5320.8%FinanceIPInternational Paper$874,70316,2520.8%Basic MaterialsMSFTMicrosoft$828,3041,9650.7%Computer and TechnologyMRKMerck & Co., Inc.$758,5897,6260.7%MedicalTAT&T$731,86832,1420.7%Computer and TechnologyMUMicron Technology$703,2258,3560.6%Computer and TechnologyBRK.ABerkshire Hathaway$680,92010.6%FinanceEDConsolidated Edison$680,6787,6280.6%UtilitiesDDDuPont de Nemours$569,4957,4690.5%Basic MaterialsDISWalt Disney$460,1034,1320.4%Consumer DiscretionarySOSouthern$368,6074,4780.3%UtilitiesFDXFedEx$323,7821,1510.3%TransportationWBAWalgreens Boots Alliance$322,14134,5270.3%Retail/WholesaleCGXUCapital Group International Focus Equity ETF$295,84511,9920.3%ETFSANBanco Santander$291,63563,9550.3%FinanceABTAbbott Laboratories$288,2822,5480.3%MedicalAMATApplied Materials$288,1541,7710.3%Computer and TechnologyJNJJohnson & Johnson$275,6671,9060.2%MedicalCAPITAL GRP FIXED INCM ETF T$248,1859,6230.2%CORE BOND ETFKHCKraft Heinz$237,4737,7330.2%Consumer StaplesVWOVanguard FTSE Emerging Markets ETF$227,1305,1570.2%ETFMOAltria Group$226,8934,3390.2%Consumer StaplesIBMInternational Business Machines$216,4629850.2%Computer and TechnologyKLACKLA$203,2353220.2%Computer and TechnologyNUVNuveen Municipal Value Fund$171,77719,9970.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
