Orca Wealth Management, LLC 13F Holdings
CIK 0002043765 · New Port Richey, FL
As of Sep 30, 2025, Orca Wealth Management, LLC reported 69 positions worth
CIK 0002043765 · New Port Richey, FL
As of Sep 30, 2025, Orca Wealth Management, LLC reported 69 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 59,066 | 5.0M | 11.39% |
| OLD REPUBLIC INTERNATIONAL CORP | ORI | Financial Services | 153,052 | $6.5M | 4.92% |
| RTX CORP | RTX | Equity | 32,813 | $5.5M | 4.16% |
| CISCO SYSTEMS INC | CSCO | Technology | 79,994 | $5.5M | 4.15% |
| BROADCOM INC | AVGO | Technology | 16,546 | $5.5M | 4.13% |
| QUALCOMM INC | QCOM | Technology | 32,549 | $5.4M | 4.10% |
| ASTRAZENECA PLC | AZN | Healthcare | 68,978 | $5.3M | 4.01% |
| PHILIP MORRIS INTERNATIONAL INC | PM | Consumer Defensive | 27,642 | $4.5M | 3.40% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 14,063 | $4.4M | 3.36% |
| EXXON MOBIL CORP | XOM | Energy | 29,917 | $3.4M | 2.55% |
| CHUBB LTD | CB | Financial Services | 11,617 | $3.3M | 2.48% |
| BRITISH AMERICAN TOBACCO PLC | BTI | Consumer Defensive | 57,320 | $3.0M | 2.30% |
| PRUDENTIAL FINANCIAL INC | PRU | Financial Services | 28,833 | $3.0M | 2.27% |
| BLACKSTONE INC | BX | Financial Services | 16,817 | $2.9M | 2.18% |
| NVIDIA CORP | NVDA | Technology | 13,634 | $2.5M | 1.93% |
| ALPHABET INC | GOOG | Equity | 10,349 | $2.5M | 1.91% |
| UBS GROUP AG | UBS | Financial Services | 59,978 | $2.5M | 1.86% |
| ABBVIE INC | ABBV | Equity | 10,248 | $2.4M | 1.80% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 54,075 | $2.3M | 1.72% |
| CSX CORP | CSX | Industrials | 63,565 | $2.3M | 1.71% |
| ALPHABET INC | GOOGL | Equity | 9,109 | $2.2M | 1.68% |
| CHEVRON CORP | CHV | Energy | 14,095 | $2.2M | 1.66% |
| MICRON TECHNOLOGY INC | MU | Technology | 12,920 | $2.2M | 1.64% |
| EXPAND ENERGY CORP | EXE | Energy | 19,029 | $2.0M | 1.53% |
| CUMMINS INC | CMI | Industrials | 4,535 | .9M | 1.45% |