Orca Wealth Management, LLC

Q4 2024 13F Holdings

  • Location
    new port richey, FL
  • Num holdings

    63

  • Value ($000)

    $111,120

  • Date Filed
    01/22/2025
  • Form type
    13F-HR
  • CIK
    0002043765
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$14.64M
13 %

58,457

ORI
ORI

OLD REP INTL CORP

COM
680223104
$5.21M
5 %

143,936

QCOM
QCOM

QUALCOMM INC

COM
747525103
$5.14M
5 %

33,449

CSCO
CSCO

CISCO SYS INC

COM
17275R102
$4.70M
4 %

79,321

AZN
AZN

ASTRAZENECA PLC

SPONSORED ADR
046353108
$4.53M
4 %

69,166

AVGO
AVGO

BROADCOM INC

COM
11135F101
$3.96M
4 %

17,099

RTX
RTX

RTX CORPORATION

COM
75513E101
$3.82M
3 %

33,009

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$3.44M
3 %

14,349

PRU
PRU

PRUDENTIAL FINL INC

COM
744320102
$3.42M
3 %

28,885

XOM
XOM

EXXON MOBIL CORP

COM
30231G102
$3.33M
3 %

30,966

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