• 13F History

Orca Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$111M
Signature - Title
Kenneth Donald Ouellette - Chief Compliance Officer
Location
New Port Richey, FL
Summary
This page shows a list of all the recent 13F filings made by Orca Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Orca Wealth Management, LLC reported 63 stock holdings with total value $111M as of Q4 2024. Top holdings included AAPL, ORI, QCOM, CSCO, and AZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 63 $111M $0 $0 AAPL, ORI, QCOM, CSCO, AZN 13F-HR 1/22/2025, 04:50 PM