Orca Wealth Management, LLC
Q1 2025 13F Holdings
- Locationnew port richey, FL
- Num holdings
64
- Value ($000)
$111,762
- Date Filed05/08/2025
- Form type13F-HR
- CIK0002043765
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $13.17M | 12 % | 59,312 | ||
ORI OLD REP INTL CORP | COM | 680223104 | $6.04M | 5 % | 153,877 | ||
AZN ASTRAZENECA PLC | SPONSORED ADR | 046353108 | $5.15M | 5 % | 70,134 | ||
QCOM QUALCOMM INC | COM | 747525103 | $5.06M | 5 % | 32,962 | ||
CSCO CISCO SYS INC | COM | 17275R102 | $4.90M | 4 % | 79,403 | ||
RTX RTX CORPORATION | COM | 75513E101 | $4.38M | 4 % | 33,061 | ||
PM PHILIP MORRIS INTL INC | COM | 718172109 | $4.35M | 4 % | 27,403 | ||
XOM EXXON MOBIL CORP | COM | 30231G102 | $3.69M | 3 % | 31,017 | ||
CB CHUBB LIMITED | COM | H1467J104 | $3.54M | 3 % | 11,736 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $3.53M | 3 % | 14,387 |
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