OW

Orca Wealth Management, LLC

13F
Orca Wealth Management, LLC
Last update 2025-05-08 64 Stocks (4 new)
Value $112.00 Mil Turnover 3 %
Countries:
Top Holdings: AAPL(11.79%)ORI(5.40%)AZN(4.61%)QCOM(4.53%)CSCO(4.38%)
Summary Stock Picks Current Portfolio
Orca Wealth Management, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
59,312
13,175.0
+1.46%
11.790
+0.17%
0.000
+7.36%
-15.45%
3,154,595.8
Hardware
ORI
Old Republic International Corp
153,877
6,035.1
+6.91%
5.400
+0.35%
0.060
-1.59%
+9.77%
9,130.2
Insurance
AZN
AstraZeneca PLC
70,134
5,154.8
+1.40%
4.610
+0.06%
0.000
+2.01%
+6.74%
213,404.2
Drug Manufacturers
QCOM
Qualcomm Inc
32,962
5,063.3
-1.46%
4.530
-0.07%
0.000
+13.60%
+1.60%
169,443.4
Semiconductors
CSCO
Cisco Systems Inc
79,403
4,900.0
+0.10%
4.380
0%
0.000
+22.89%
+17.32%
269,735.3
Hardware
RTX
RTX Corp
33,061
4,379.3
+0.16%
3.920
+0.01%
0.000
+17.96%
+32.05%
202,089.7
Aerospace & Defense
PM
Philip Morris International Inc
27,403
4,349.7
+4.70%
3.890
+0.17%
0.000
+10.57%
+51.28%
278,803.4
Tobacco Products
XOM
Exxon Mobil Corp
31,017
3,688.8
+0.16%
3.300
+0.01%
0.000
+2.30%
+2.59%
467,078.7
Oil & Gas
CB
Chubb Ltd
11,736
3,544.2
+0.25%
3.170
+0.01%
0.000
-3.38%
+0.18%
110,205.8
Insurance
JPM
JPMorgan Chase & Co
14,387
3,529.2
+0.26%
3.160
+0.01%
0.000
+26.17%
+23.47%
800,842.6
Banks

Orca Wealth Management, LLC's Historical Top Holdings Breakdowns

Orca Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
INTC
Intel Corp
2025-03-31
Sold Out
Sold Out
-1.20%
●
19.1 ($21.88) 27.39
$23.29
6.44%
Sold Out
0
-66,305
IP
International Paper Co
2025-03-31
Sold Out
Sold Out
-0.79%
●
49.38 ($54.7) 60.09
$50.42
-7.82%
Sold Out
0
-16,252
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.57%
●
106.98 ($126.74) 149.43
$172.54
36.14%
Add 83.11%
13,041
5,919
SBCF
Seacoast Banking Corp of Florida
2025-03-31
New Buy
New Buy
+0.40%
●
25.31 ($27.28) 30.02
$29.20
7.02%
New holding
17,301
17,301
ORI
Old Republic International Corp
2025-03-31
Add
Add
+0.35%
●
33.46 ($36.67) 39.22
$36.94
0.74%
Add 6.91%
153,877
9,941
AXP
American Express Co
2025-03-31
New Buy
New Buy
+0.29%
●
255.39 ($295.58) 325.87
$306.87
3.82%
New holding
1,206
1,206
WBA
Walgreens Boots Alliance Inc
2025-03-31
Sold Out
Sold Out
-0.29%
●
9.19 ($10.86) 12.93
$11.48
5.71%
Sold Out
0
-34,527
AMZN
Amazon.com Inc
2025-03-31
New Buy
New Buy
+0.19%
●
190.26 ($217) 242.06
$225.80
4.06%
New holding
1,098
1,098
GE
GE Aerospace
2025-03-31
New Buy
New Buy
+0.19%
●
168.59 ($196.75) 212.13
$263.82
34.09%
New holding
1,040
1,040
AAPL
Apple Inc
2025-03-31
Add
Add
+0.17%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Add 1.46%
59,312
855

Orca Wealth Management, LLC Total Holding History ($B)

To

Orca Wealth Management, LLC's Asset Allocation

To

Orca Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Orca Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Orca Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Orca Wealth Management, LLC's Holdings Heat Map

Size field:

Orca Wealth Management, LLC's Holdings Bubble Chart

Orca Wealth Management, LLC News

  • 1

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