The Analysis of Orca Wealth Management, LLC's Holdings
Currently, Orca Wealth Management, LLC holds 69 types of securities in its portfolio with a total value $132.0M. In the most recent quarter, they have increased their positions in BABA (+4.3K shares, valued at $770.4K), SBCF (+17.3K shares, valued at $526.5K), AAPL (+1.2K shares, valued at $307.6K); decreased their positions in XOM (-1.3K shares, valued at $151.0K), AVGO (-233 shares, valued at $76.9K), ORI (-1.3K shares, valued at $54.2K); initiated new positions in BABA (+4.3K shares, valued at $770.4K), SBCF (+17.3K shares, valued at $526.5K), PLTR (+1.4K shares, valued at $256.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC59.1K shares2.09%2025-09-302025-11-13
ORI OLD REP INTL CORP153.1K shares-0.83%2025-09-302025-11-13 RTX RTX CORPORATION32.8K shares-0.70%2025-09-302025-11-13 CSCO CISCO SYS INC80.0K shares0.37%2025-09-302025-11-13 AVGO BROADCOM INC16.5K shares-1.39%2025-09-302025-11-13 QCOM QUALCOMM INC32.5K shares-0.35%2025-09-302025-11-13 AZN ASTRAZENECA PLC69.0K shares-0.92%2025-09-302025-11-13 PM PHILIP MORRIS INTL INC27.6K shares0.34%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.14.1K shares-0.59%2025-09-302025-11-13 XOM EXXON MOBIL CORP29.9K shares-4.28%2025-09-302025-11-13 CB CHUBB LIMITED11.6K shares-0.52%2025-09-302025-11-13 BTI BRITISH AMERN TOB PLC57.3K shares1.84%2025-09-302025-11-13 PRU PRUDENTIAL FINL INC28.8K shares-0.50%2025-09-302025-11-13 BX BLACKSTONE INC16.8K shares-0.32%2025-09-302025-11-13 NVDA NVIDIA CORPORATION13.6K shares3.41%2025-09-302025-11-13 GOOG ALPHABET INC10.3K shares0.02%2025-09-302025-11-13 UBS UBS GROUP AG60.0K shares-1.86%2025-09-302025-11-13 ABBV ABBVIE INC10.2K shares0.22%2025-09-302025-11-13 CGDV CAPITAL GROUP DIVIDEND VALUE54.1K shares0.22%2025-09-302025-11-13 CSX CSX CORP63.6K shares-0.87%2025-09-302025-11-13 GOOGL ALPHABET INC9.1K shares0.75%2025-09-302025-11-13 CVX CHEVRON CORP NEW14.1K shares-0.54%2025-09-302025-11-13 MU MICRON TECHNOLOGY INC12.9K shares-0.45%2025-09-302025-11-13 EXE EXPAND ENERGY CORPORATION19.0K shares0.27%2025-09-302025-11-13 CMI CUMMINS INC4.5K shares-1.61%2025-09-302025-11-13 BAC BANK AMERICA CORP34.8K shares-1.40%2025-09-302025-11-13 FITB FIFTH THIRD BANCORP36.0K shares0.85%2025-09-302025-11-13 CAT CATERPILLAR INC3.3K shares0.33%2025-09-302025-11-13 DUK DUKE ENERGY CORP NEW12.6K shares-0.41%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL3.1K shares1.58%2025-09-302025-11-13 HON HONEYWELL INTL INC7.4K shares-0.93%2025-09-302025-11-13 DOW DOW INC66.3K shares0.14%2025-09-302025-11-13 VZ VERIZON COMMUNICATIONS INC31.3K shares0.70%2025-09-302025-11-13 TTE TOTALENERGIES SE22.6K shares0.38%2025-09-302025-11-13 BG BUNGE GLOBAL SA15.8K shares-1.00%2025-09-302025-11-13 EOG EOG RES INC11.3K shares2.70%2025-09-302025-11-13 LMT LOCKHEED MARTIN CORP2.5K shares-4.11%2025-09-302025-11-13 GD GENERAL DYNAMICS CORP3.4K shares0.00%2025-09-302025-11-13 HD HOME DEPOT INC2.7K shares2.47%2025-09-302025-11-13 BNS BANK NOVA SCOTIA HALIFAX16.8K shares-0.42%2025-09-302025-11-13 MSFT MICROSOFT CORP2.0K shares-1.78%2025-09-302025-11-13 T AT&T INC32.8K shares0.77%2025-09-302025-11-13 ED CONSOLIDATED EDISON INC7.7K shares0.00%2025-09-302025-11-13 BABA ALIBABA GROUP HLDG LTD4.3K sharesnew addition2025-09-302025-11-13 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-13 SAN BANCO SANTANDER S.A.64.7K shares0.00%2025-09-302025-11-13 MRK MERCK & CO INC7.9K shares0.92%2025-09-302025-11-13 DD DUPONT DE NEMOURS INC7.3K shares-0.50%2025-09-302025-11-13 SBCF SEACOAST BKG CORP FLA17.3K sharesnew addition2025-09-302025-11-13 DHR DANAHER CORPORATION2.5K shares-0.65%2025-09-302025-11-13 DIS DISNEY WALT CO4.1K shares-3.20%2025-09-302025-11-13 SO SOUTHERN CO4.5K shares0.00%2025-09-302025-11-13 CGXU CAPITAL GROUP INTL FOCUS EQT12.3K shares-0.87%2025-09-302025-11-13 ABT ABBOTT LABS2.6K shares-0.34%2025-09-302025-11-13 JNJ JOHNSON & JOHNSON1.9K shares0.00%2025-09-302025-11-13 AMAT APPLIED MATLS INC1.7K shares-5.01%2025-09-302025-11-13 AXP AMERICAN EXPRESS CO1.0K shares12.05%2025-09-302025-11-13 KLAC KLA CORP301 shares7.12%2025-09-302025-11-13 MO ALTRIA GROUP INC4.4K shares-1.87%2025-09-302025-11-13 VWO VANGUARD INTL EQUITY INDEX F5.2K shares0.00%2025-09-302025-11-13 FDX FEDEX CORP1.1K shares-0.79%2025-09-302025-11-13 IBM INTERNATIONAL BUSINESS MACHS940 shares0.00%2025-09-302025-11-13 CGCB CAPITAL GRP FIXED INCM ETF T9.8K shares0.32%2025-09-302025-11-13 PLTR PALANTIR TECHNOLOGIES INC1.4K sharesnew addition2025-09-302025-11-13 AMZN AMAZON COM INC1.1K sharesnew addition2025-09-302025-11-13 NUV NUVEEN MUN VALUE FD INC26.4K shares30.36%2025-09-302025-11-13 GE GE AEROSPACE771 shares-18.59%2025-09-302025-11-13 GS GOLDMAN SACHS GROUP INC260 sharesnew addition2025-09-302025-11-13 ETN EATON CORP PLC546 sharesnew addition2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available