Orca Wealth Management, LLC
- SEC CIK
- 0002043765
- 最新申報
- 2026/7/22
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/22 申報。只含多頭部位。
- 持股檔數
- 63
- 2024 年第 3 季沒有申報
- 總值
- $1.11 億
- 2024 年第 3 季沒有申報
Orca Wealth Management, LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 58,457 | $1,464 萬 | 13.2% | – | – | 歷史 |
| ORIOld Republic International Corp | COM | 143,936 | $520.9 萬 | 4.7% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 33,449 | $513.8 萬 | 4.6% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 79,321 | $469.6 萬 | 4.2% | – | – | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 69,166 | $453.2 萬 | 4.1% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 17,099 | $396.4 萬 | 3.6% | – | – | 歷史 |
| RTXRTX Corp | Stock | 33,009 | $382.0 萬 | 3.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 14,349 | $344.0 萬 | 3.1% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 28,885 | $342.4 萬 | 3.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 30,966 | $333.1 萬 | 3.0% | – | – | 歷史 |
| CBChubb Ltd | Stock | 11,707 | $323.5 萬 | 2.9% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 26,173 | $315.0 萬 | 2.8% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 17,280 | $297.9 萬 | 2.7% | – | – | 歷史 |
| DOWDow Inc. | Stock | 63,204 | $253.6 萬 | 2.3% | – | – | 歷史 |
| CVXChevron Corp | Stock | 14,245 | $206.3 萬 | 1.9% | – | – | 歷史 |
| CSXCSX Corp | Stock | 63,785 | $205.8 萬 | 1.9% | – | – | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 53,781 | $189.6 萬 | 1.7% | – | – | – |
| EXEExpand Energy Corp | COM | 18,960 | $188.7 萬 | 1.7% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,831 | $187.2 萬 | 1.7% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,447 | $185.6 萬 | 1.7% | – | – | 歷史 |
| UBSUBS Group AG | Stock | 60,208 | $182.6 萬 | 1.6% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 7,432 | $167.9 萬 | 1.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 8,714 | $165.0 萬 | 1.5% | – | – | 歷史 |
| CMICummins Inc | Stock | 4,574 | $159.5 萬 | 1.4% | – | – | 歷史 |
| BACBank of America Corp | Stock | 34,963 | $153.7 萬 | 1.4% | – | – | 歷史 |
| FITBFifth Third Bancorp | COM | 35,002 | $148.0 萬 | 1.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,071 | $139.2 萬 | 1.3% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 12,137 | $138.3 萬 | 1.2% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 12,534 | $135.0 萬 | 1.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 66,305 | $132.9 萬 | 1.2% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,613 | $127.0 萬 | 1.1% | – | – | 歷史 |
| BGBunge Global SA | COM SHS | 15,926 | $123.8 萬 | 1.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 30,522 | $122.1 萬 | 1.1% | – | – | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 22,195 | $121.0 萬 | 1.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 3,280 | $119.0 萬 | 1.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,660 | $103.5 萬 | 0.9% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 7,122 | $95.6 萬 | 0.9% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 3,394 | $89.4 萬 | 0.8% | – | – | 歷史 |
| BNSBank of Nova Scotia | COM | 16,532 | $88.8 萬 | 0.8% | – | – | 歷史 |
| IPInternational Paper Co | COM | 16,252 | $87.5 萬 | 0.8% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,965 | $82.8 萬 | 0.7% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,626 | $75.9 萬 | 0.7% | – | – | 歷史 |
| TAT&T Inc. | Stock | 32,142 | $73.2 萬 | 0.7% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 8,356 | $70.3 萬 | 0.6% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $68.1 萬 | 0.6% | – | – | 歷史 |
| EDConsolidated Edison Inc | Stock | 7,628 | $68.1 萬 | 0.6% | – | – | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 7,469 | $56.9 萬 | 0.5% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 4,132 | $46.0 萬 | 0.4% | – | – | 歷史 |
| SOSouthern Co | Stock | 4,478 | $36.9 萬 | 0.3% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 1,151 | $32.4 萬 | 0.3% | – | – | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 34,527 | $32.2 萬 | 0.3% | – | – | 歷史 |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 11,992 | $29.6 萬 | 0.3% | – | – | – |
| SANBanco Santander, S.A. | ADR | 63,955 | $29.2 萬 | 0.3% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 2,548 | $28.8 萬 | 0.3% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 1,771 | $28.8 萬 | 0.3% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,906 | $27.6 萬 | 0.2% | – | – | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 9,623 | $24.8 萬 | 0.2% | – | – | – |
| KHCKraft Heinz Co | Stock | 7,733 | $23.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,157 | $22.7 萬 | 0.2% | – | – | – |
| MOAltria Group, Inc. | Stock | 4,339 | $22.7 萬 | 0.2% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 985 | $21.6 萬 | 0.2% | – | – | 歷史 |
| KLACKLA Corp | COM NEW | 322 | $20.3 萬 | 0.2% | – | – | 歷史 |
| NUVNuveen Municipal Value Fund Inc | COM | 19,997 | $17.2 萬 | 0.2% | – | – | 歷史 |