Orca Wealth Management, LLC

Q4 2024 13F Detailed Holdings

Location
New Port Richey, FL
Holdings as of
12/31/2024
Value ($000)
$111,120
Num holdings
90
Date filed
1/22/2025
Form type
13F-HR
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Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Atria Investments, Inc 028-14921