The Analysis of Orca Wealth Management, LLC's Holdings
Currently, Orca Wealth Management, LLC holds 68 types of securities in its portfolio with a total value $139.6M. In the most recent quarter, they have increased their positions in N/A (+22.5K shares, valued at $1.6M), ORI (+16.2K shares, valued at $649.1K), ALB (+2.2K shares, valued at $374.5K); decreased their positions in CSX (-19.7K shares, valued at $772.3K), ED (-2.5K shares, valued at $272.0K), CGDV (-1.0K shares, valued at $46.4K); initiated new positions in N/A (+22.5K shares, valued at $1.6M), ALB (+2.2K shares, valued at $374.5K), N/A (+3.6K shares, valued at $367.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC59.1K shares-0.01%2025-12-312026-02-06
ORI OLD REP INTL CORP169.3K shares10.60%2025-12-312026-02-06 RTX RTX CORPORATION32.9K shares0.40%2025-12-312026-02-06 CSCO CISCO SYS INC79.9K shares-0.10%2025-12-312026-02-06 MU MICRON TECHNOLOGY INC13.0K shares0.74%2025-12-312026-02-06 PM PHILIP MORRIS INTL INC29.3K shares6.02%2025-12-312026-02-06 BROADCOM INC BROADCOM INC16.4K shares-0.67%2025-12-312026-02-06 QCOM QUALCOMM INC32.7K shares0.36%2025-12-312026-02-06 JPM JPMORGAN CHASE & CO.14.0K shares-0.22%2025-12-312026-02-06 XOM EXXON MOBIL CORP30.0K shares0.40%2025-12-312026-02-06 BTI BRITISH AMERN TOB PLC62.2K shares8.53%2025-12-312026-02-06 ALPHABET INC ALPHABET INC10.8K shares3.94%2025-12-312026-02-06 CB CHUBB LIMITED11.7K shares0.55%2025-12-312026-02-06 PRU PRUDENTIAL FINL INC28.9K shares0.11%2025-12-312026-02-06 ALPHABET INC ALPHABET INC9.1K shares0.04%2025-12-312026-02-06 UBS UBS GROUP AG60.1K shares0.27%2025-12-312026-02-06 CMI CUMMINS INC4.5K shares0.04%2025-12-312026-02-06 CVX CHEVRON CORP NEW14.1K shares0.21%2025-12-312026-02-06 NVDA NVIDIA CORPORATION13.8K shares1.09%2025-12-312026-02-06 CGDV CAPITAL GROUP DIVIDEND VALUE53.0K shares-1.91%2025-12-312026-02-06 ABBV ABBVIE INC10.3K shares0.66%2025-12-312026-02-06 CAT CATERPILLAR INC3.3K shares-0.09%2025-12-312026-02-06 DOW DOW INC68.8K shares3.77%2025-12-312026-02-06 EXE EXPAND ENERGY CORPORATION19.6K shares3.23%2025-12-312026-02-06 BAC BANK AMERICA CORP34.9K shares0.10%2025-12-312026-02-06 FITB FIFTH THIRD BANCORP35.8K shares-0.35%2025-12-312026-02-06 CSX CSX CORP43.9K shares-30.94%2025-12-312026-02-06 HON HONEYWELL INTL INC7.3K shares-1.25%2025-12-312026-02-06 LMT LOCKHEED MARTIN CORP2.5K shares0.60%2025-12-312026-02-06 VZ VERIZON COMMUNICATIONS INC31.4K shares0.39%2025-12-312026-02-06 EOG EOG RES INC12.0K shares5.74%2025-12-312026-02-06 HD HOME DEPOT INC2.7K shares-0.04%2025-12-312026-02-06 T AT&T INC32.5K shares-0.76%2025-12-312026-02-06 MSFT MICROSOFT CORP2.1K shares1.61%2025-12-312026-02-06 SAN BANCO SANTANDER SA65.6K shares1.38%2025-12-312026-02-06 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-06 BABA ALIBABA GROUP HLDG LTD4.4K shares2.64%2025-12-312026-02-06 DHR DANAHER CORPORATION2.8K shares12.55%2025-12-312026-02-06 ED CONSOLIDATED EDISON INC5.1K shares-33.08%2025-12-312026-02-06 AMAT APPLIED MATLS INC1.6K shares-5.34%2025-12-312026-02-06 KLAC KLA CORP341 shares13.29%2025-12-312026-02-06 CGXU CAPITAL GROUP INTL FOCUS EQT14.1K shares14.28%2025-12-312026-02-06 JNJ JOHNSON & JOHNSON1.9K shares-1.33%2025-12-312026-02-06 SO SOUTHERN CO4.5K shares0.00%2025-12-312026-02-06 DIS DISNEY WALT CO3.9K shares-5.12%2025-12-312026-02-06 ALB ALBEMARLE CORP2.2K sharesnew addition2025-12-312026-02-06 FDX FEDEX CORP1.0K shares-10.49%2025-12-312026-02-06 AXP AMERICAN EXPRESS CO1.0K shares0.10%2025-12-312026-02-06 VWO VANGUARD INTL EQUITY INDEX F5.2K shares0.00%2025-12-312026-02-06 IBM INTERNATIONAL BUSINESS MACHS975 shares3.72%2025-12-312026-02-06 MO ALTRIA GROUP INC4.4K shares-1.20%2025-12-312026-02-06 ABT ABBOTT LABS2.6K shares-0.81%2025-12-312026-02-06 AMZN AMAZON COM INC1.1K shares1.33%2025-12-312026-02-06 NUV NUVEEN MUN VALUE FD INC29.5K shares11.58%2025-12-312026-02-06 CGCB CAPITAL GRP FIXED INCM ETF T9.8K shares0.00%2025-12-312026-02-06 GS GOLDMAN SACHS GROUP INC260 shares0.00%2025-12-312026-02-06 GE AEROSPACE GE AEROSPACE727 shares-5.71%2025-12-312026-02-06 PLTR PALANTIR TECHNOLOGIES INC1.4K shares-3.85%2025-12-312026-02-06 IBB ISHARES TR1.1K sharesnew addition2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available