ORCA WEALTH MANAGEMENT, LLC 13F Portfolio
ORCA WEALTH MANAGEMENT, LLC runs ORCA WEALTH MANAGEMENT, LLC and currently holds 83 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $166.65M. Their top holdings are AAPL, MU, CSCO, ORI, AZN. The top five represent 32.7% of reported portfolio weight. ORCA WEALTH MANAGEMENT, LLC ranks #707 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ORCA WEALTH MANAGEMENT, LLC initiated 16 new positions. They added to 21 existing positions. They trimmed 32 positions. Their current best-performing preview position is MU with returns of +241.67%.
Portfolio Value
$166.65M
Alpha Score
39.0
#707 of 1000
Holdings
83
ORCA WEALTH MANAGEMENT, LLC Current 13F Holdings
Reported holdings from ORCA WEALTH MANAGEMENT, LLC's latest SEC 13F filing, ranked by portfolio weight.
83 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 9.99% | $250.11 | $336.68 | +34.61% | Trimmed -2.21% |
 MU MICRON TECHNOLOGY INC | 8.96% | $99.09 | $1,029.00 | +938.45% | Trimmed -0.61% |
 CSCO CISCO SYSTEMS INC | 5.62% | $59.27 | $118.39 | +99.75% | Trimmed -0.00% |
 ORI OLD REPUBLIC INTL CORP | 4.22% | $37.33 | $38.18 | +2.26% | Added +1.33% |
 AZN ASTRAZENECA PLC | 3.95% | $197.20 | $159.18 | -19.28% | Added +0.21% |
 RTX RTX CORP | 3.75% | $116.01 | $185.96 | +60.29% | Held |
 QCOM QUALCOMM INC | 3.61% | $153.56 | $175.50 | +14.29% | Trimmed -0.70% |
 AVGO BROADCOM INC | 3.61% | $231.84 | $361.54 | +55.94% | Trimmed -1.84% |
 PM PHILIP MORRIS INTERNATIONAL INC | 3.52% | $129.18 | $201.19 | +55.74% | Added +3.75% |
 JPM JPMORGAN CHASE & CO | 2.68% | $239.72 | $333.01 | +38.92% | Trimmed -1.44% |
Showing 1-10 of 83