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Home > Institutional Investor > Orca Wealth Management, Llc > Profile

Instuitional Investor - Orca Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Orca Wealth Management, Llc
Portfolio Value $111,120,416
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 58,457 $14,638,769 13.17%
2.
Old Republic International Corp
 ORI 143,936 $5,209,037 4.68%
3.
Qualcomm Inc
 QCOM 33,449 $5,138,480 4.62%
4.
Cisco Systems Inc.
 CSCO 79,321 $4,695,798 4.22%
5.
Astrazeneca Plc
 AZN 69,166 $4,531,731 4.07%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)