Moran Wealth Management
Latest statistics and disclosures from Moran Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TT, LMT, PH, NVO, JPM, and represent 8.86% of Moran Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$42M), WSM (+$23M), CTAS (+$21M), DECK (+$19M), GRMN (+$17M), RSP (+$14M), PGR (+$14M), BSX (+$13M), SPOT (+$13M), AMP (+$10M).
- Started 38 new stock positions in HAS, REVG, GSL, SYY, WU, BRO, EDR, SMMD, PPC, LNC.
- Reduced shares in these 10 stocks: SNA (-$17M), CRM (-$15M), , AME (-$12M), CDW (-$11M), MRK (-$11M), XOM (-$9.9M), PTC (-$9.5M), CVS (-$8.1M), PCAR (-$7.3M).
- Sold out of its positions in MO, AME, AMAT, AZO, BLMN, CAH, CRWD, DXCM, DIOD, DKNG. DFH, WIRE, HP, MEDP, OBDC, PBF, PUMP, SCHC, SQ, VSS, WNC, ACN, EG.
- Moran Wealth Management was a net buyer of stock by $91M.
- Moran Wealth Management has $3.3B in assets under management (AUM), dropping by 6.96%.
- Central Index Key (CIK): 0001965334
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Portfolio Holdings for Moran Wealth Management
Moran Wealth Management holds 402 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Trane Technologies SHS (TT) | 2.0 | $66M | -3% | 169k | 388.73 |
|
| Lockheed Martin Corporation (LMT) | 1.9 | $63M | 108k | 584.56 |
|
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| Parker-Hannifin Corporation (PH) | 1.8 | $59M | 93k | 631.82 |
|
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| Novo-nordisk A S Adr (NVO) | 1.6 | $51M | 430k | 119.07 |
|
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| JPMorgan Chase & Co. (JPM) | 1.5 | $49M | 233k | 210.86 |
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| Williams-Sonoma (WSM) | 1.5 | $48M | +91% | 308k | 154.92 |
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| Broadcom (AVGO) | 1.4 | $47M | +876% | 272k | 172.50 |
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| Microsoft Corporation (MSFT) | 1.4 | $46M | -2% | 107k | 430.30 |
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| Cadence Design Systems (CDNS) | 1.3 | $44M | -2% | 160k | 271.03 |
|
| Garmin SHS (GRMN) | 1.3 | $42M | +64% | 239k | 176.03 |
|
| Ameriprise Financial (AMP) | 1.1 | $37M | +39% | 78k | 469.81 |
|
| Pulte (PHM) | 1.1 | $37M | -2% | 255k | 143.53 |
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| EOG Resources (EOG) | 1.1 | $35M | -4% | 286k | 122.93 |
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| Linde SHS (LIN) | 1.1 | $35M | -3% | 73k | 476.86 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $33M | -3% | 192k | 173.67 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.0 | $32M | +78% | 178k | 179.16 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $31M | -3% | 257k | 121.44 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.9 | $31M | 475k | 64.62 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.9 | $31M | -2% | 199k | 153.13 |
|
| Celanese Corporation (CE) | 0.9 | $30M | 218k | 135.96 |
|
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| Merck & Co (MRK) | 0.9 | $30M | -26% | 260k | 113.56 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $29M | 50k | 573.76 |
|
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| Bhp Group Sponsored Ads (BHP) | 0.9 | $29M | 459k | 62.11 |
|
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| Gartner (IT) | 0.9 | $28M | 55k | 506.76 |
|
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| AFLAC Incorporated (AFL) | 0.9 | $28M | 249k | 111.80 |
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| Motorola Solutions Com New (MSI) | 0.8 | $27M | -5% | 61k | 449.63 |
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| Texas Instruments Incorporated (TXN) | 0.8 | $27M | 129k | 206.57 |
|
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| Northrop Grumman Corporation (NOC) | 0.8 | $26M | 49k | 528.06 |
|
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| NetApp (NTAP) | 0.8 | $26M | -4% | 209k | 123.51 |
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| Iron Mountain (IRM) | 0.8 | $26M | -4% | 215k | 118.83 |
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| Cisco Systems (CSCO) | 0.8 | $26M | +3% | 479k | 53.22 |
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| AvalonBay Communities (AVB) | 0.8 | $25M | 111k | 225.25 |
|
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| Intuit (INTU) | 0.7 | $24M | 39k | 621.00 |
|
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| Howmet Aerospace (HWM) | 0.7 | $24M | 242k | 100.25 |
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| Prologis (PLD) | 0.7 | $24M | 189k | 126.28 |
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| Regeneron Pharmaceuticals (REGN) | 0.7 | $23M | +13% | 22k | 1051.24 |
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| Murphy Usa (MUSA) | 0.7 | $23M | 47k | 492.87 |
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| Chubb (CB) | 0.7 | $23M | 81k | 288.39 |
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| Cintas Corporation (CTAS) | 0.7 | $23M | +783% | 113k | 205.88 |
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| Eaton Corp SHS (ETN) | 0.7 | $23M | -2% | 68k | 331.44 |
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| Deckers Outdoor Corporation (DECK) | 0.7 | $22M | +647% | 138k | 159.45 |
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| Paccar (PCAR) | 0.7 | $22M | -25% | 221k | 98.68 |
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| Caterpillar (CAT) | 0.7 | $22M | 55k | 391.12 |
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| Molina Healthcare (MOH) | 0.7 | $21M | 62k | 344.56 |
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| Quanta Services (PWR) | 0.6 | $21M | -4% | 70k | 298.15 |
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| Atmos Energy Corporation (ATO) | 0.6 | $21M | 148k | 138.71 |
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| Chemed Corp Com Stk (CHE) | 0.6 | $20M | 34k | 600.97 |
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| Medtronic SHS (MDT) | 0.6 | $20M | 222k | 90.03 |
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| H&R Block (HRB) | 0.6 | $20M | 314k | 63.55 |
|
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| Sprouts Fmrs Mkt (SFM) | 0.6 | $20M | -6% | 181k | 110.41 |
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| Progressive Corporation (PGR) | 0.6 | $20M | +225% | 77k | 253.76 |
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| Evercore Class A (EVR) | 0.6 | $19M | +36% | 75k | 253.34 |
|
| At&t (T) | 0.6 | $19M | +9% | 861k | 22.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $19M | 41k | 460.26 |
|
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| Owens Corning (OC) | 0.6 | $19M | 107k | 176.52 |
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| Ingersoll Rand (IR) | 0.6 | $19M | -3% | 192k | 98.16 |
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| Ss&c Technologies Holding (SSNC) | 0.6 | $19M | +42% | 250k | 74.21 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $19M | 111k | 167.19 |
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| General Dynamics Corporation (GD) | 0.5 | $18M | 58k | 302.20 |
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| Packaging Corporation of America (PKG) | 0.5 | $17M | -2% | 81k | 215.40 |
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| GSK Sponsored Adr (GSK) | 0.5 | $17M | 426k | 40.88 |
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| Republic Services (RSG) | 0.5 | $17M | 87k | 200.84 |
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| AmerisourceBergen (COR) | 0.5 | $17M | +4% | 77k | 225.08 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $17M | 35k | 493.80 |
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| Meta Platforms Cl A (META) | 0.5 | $17M | 30k | 572.44 |
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| Hershey Company (HSY) | 0.5 | $17M | 89k | 191.78 |
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| UnitedHealth (UNH) | 0.5 | $17M | 29k | 584.68 |
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| Carlisle Companies (CSL) | 0.5 | $17M | -5% | 37k | 449.75 |
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| Boston Scientific Corporation (BSX) | 0.5 | $17M | +414% | 199k | 83.80 |
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| Comfort Systems USA (FIX) | 0.5 | $16M | -4% | 41k | 390.35 |
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| Fair Isaac Corporation (FICO) | 0.5 | $16M | +38% | 8.2k | 1943.52 |
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| Ubs Group SHS (UBS) | 0.5 | $16M | 500k | 30.91 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $15M | 92k | 165.85 |
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| FedEx Corporation (FDX) | 0.5 | $15M | -2% | 55k | 273.68 |
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| Wabtec Corporation (WAB) | 0.5 | $15M | 81k | 181.77 |
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| S&p Global (SPGI) | 0.4 | $15M | 28k | 516.62 |
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| Mueller Industries (MLI) | 0.4 | $14M | 194k | 74.10 |
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| Eagle Materials (EXP) | 0.4 | $14M | -2% | 50k | 287.65 |
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| Johnson & Johnson (JNJ) | 0.4 | $14M | 88k | 162.06 |
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| Monolithic Power Systems (MPWR) | 0.4 | $14M | 15k | 924.50 |
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| Public Storage (PSA) | 0.4 | $14M | 38k | 363.87 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $14M | -42% | 116k | 117.22 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $14M | 29k | 465.08 |
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| Spotify Technology S A SHS (SPOT) | 0.4 | $13M | NEW | 36k | 368.53 |
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| D.R. Horton (DHI) | 0.4 | $13M | 69k | 190.77 |
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| Veeva Sys Cl A Com (VEEV) | 0.4 | $13M | +3% | 63k | 209.87 |
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| Wal-Mart Stores (WMT) | 0.4 | $13M | -3% | 161k | 80.75 |
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| Schlumberger Com Stk (SLB) | 0.4 | $13M | +31% | 309k | 41.95 |
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| Zoetis Cl A (ZTS) | 0.4 | $13M | 65k | 195.38 |
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| Itt (ITT) | 0.4 | $13M | 84k | 149.51 |
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| Equifax (EFX) | 0.4 | $13M | 43k | 293.86 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $12M | +2% | 24k | 517.78 |
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| Discover Financial Services (DFS) | 0.4 | $12M | 87k | 140.29 |
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| Msci (MSCI) | 0.4 | $12M | 20k | 582.93 |
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| Pepsi (PEP) | 0.3 | $11M | 66k | 170.05 |
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| MasTec (MTZ) | 0.3 | $11M | -2% | 89k | 123.10 |
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| FactSet Research Systems (FDS) | 0.3 | $11M | 24k | 459.85 |
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| Westlake Chemical Corporation (WLK) | 0.3 | $11M | 73k | 150.29 |
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| Synopsys (SNPS) | 0.3 | $11M | +5% | 21k | 506.39 |
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| Brunswick Corporation (BC) | 0.3 | $11M | -38% | 129k | 83.82 |
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| Tetra Tech (TTEK) | 0.3 | $10M | +386% | 221k | 47.16 |
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| Lennar Corp Cl A (LEN) | 0.3 | $10M | -2% | 55k | 187.48 |
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| Dick's Sporting Goods (DKS) | 0.3 | $9.8M | -3% | 47k | 208.70 |
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| Oneok (OKE) | 0.3 | $9.8M | -4% | 108k | 91.13 |
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| Meritage Homes Corporation (MTH) | 0.3 | $9.6M | -3% | 47k | 205.07 |
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| Snap-on Incorporated (SNA) | 0.3 | $9.6M | -63% | 33k | 289.71 |
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| Appfolio Com Cl A (APPF) | 0.3 | $9.5M | +2% | 40k | 235.40 |
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| Rli (RLI) | 0.3 | $9.5M | +2% | 61k | 154.98 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.3 | $9.2M | 383k | 23.95 |
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| Texas Roadhouse (TXRH) | 0.3 | $9.2M | 52k | 176.60 |
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| Costco Wholesale Corporation (COST) | 0.3 | $9.1M | -2% | 10k | 886.52 |
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| Steel Dynamics (STLD) | 0.3 | $9.1M | -2% | 72k | 126.08 |
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| DaVita (DVA) | 0.3 | $8.9M | +3487% | 55k | 163.93 |
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| Ishares Msci Italy Etf (EWI) | 0.3 | $8.9M | 229k | 38.96 |
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| Anthem (ELV) | 0.3 | $8.9M | +2% | 17k | 520.00 |
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| Hasbro (HAS) | 0.3 | $8.9M | NEW | 123k | 72.32 |
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| Ufp Industries (UFPI) | 0.3 | $8.8M | 67k | 131.21 |
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| AutoNation (AN) | 0.3 | $8.7M | -4% | 49k | 178.92 |
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| Amgen (AMGN) | 0.3 | $8.6M | -2% | 27k | 322.21 |
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| Leidos Holdings (LDOS) | 0.3 | $8.5M | NEW | 52k | 163.00 |
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| Ishares Msci Spain Etf (EWP) | 0.3 | $8.4M | 239k | 35.29 |
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| Rio Tinto Sponsored Adr (RIO) | 0.3 | $8.4M | -44% | 118k | 71.17 |
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| Huntington Ingalls Inds (HII) | 0.3 | $8.2M | 31k | 264.38 |
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| Centene Corporation (CNC) | 0.3 | $8.2M | -2% | 109k | 75.28 |
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| Arista Networks (ANET) | 0.3 | $8.2M | 21k | 383.82 |
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| T. Rowe Price (TROW) | 0.3 | $8.2M | 75k | 108.93 |
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| Eli Lilly & Co. (LLY) | 0.2 | $7.8M | +2% | 8.8k | 885.94 |
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| Ishares Msci Sth Kor Etf (EWY) | 0.2 | $7.6M | 120k | 63.96 |
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| Apple (AAPL) | 0.2 | $7.6M | 33k | 233.00 |
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| Expeditors International of Washington (EXPD) | 0.2 | $7.4M | 57k | 131.40 |
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| CBOE Holdings (CBOE) | 0.2 | $7.4M | 36k | 204.87 |
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| Topbuild (BLD) | 0.2 | $7.3M | -3% | 18k | 406.81 |
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| Lithia Motors (LAD) | 0.2 | $7.3M | 23k | 317.64 |
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| Cirrus Logic (CRUS) | 0.2 | $7.2M | 58k | 124.21 |
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| Plexus (PLXS) | 0.2 | $7.2M | +3% | 52k | 136.71 |
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| Acuity Brands (AYI) | 0.2 | $6.9M | -4% | 25k | 275.39 |
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| Cabot Corporation (CBT) | 0.2 | $6.9M | 62k | 111.77 |
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| Apogee Enterprises (APOG) | 0.2 | $6.9M | 98k | 70.02 |
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| Unilever Spon Adr New (UL) | 0.2 | $6.8M | 105k | 64.96 |
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| Booking Holdings (BKNG) | 0.2 | $6.6M | 1.6k | 4212.12 |
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| American Express Company (AXP) | 0.2 | $6.5M | NEW | 24k | 271.20 |
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| Best Buy (BBY) | 0.2 | $6.4M | NEW | 62k | 103.30 |
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| salesforce (CRM) | 0.2 | $6.4M | -70% | 24k | 273.71 |
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| Cdw (CDW) | 0.2 | $6.4M | -63% | 28k | 226.30 |
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| Brady Corp Cl A (BRC) | 0.2 | $6.4M | 83k | 76.63 |
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| Target Corporation (TGT) | 0.2 | $6.4M | NEW | 41k | 155.86 |
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| SYSCO Corporation (SYY) | 0.2 | $6.3M | NEW | 81k | 78.06 |
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| Global X Fds Gb Msci Ar Etf (ARGT) | 0.2 | $6.3M | 95k | 66.30 |
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| British Amern Tob Sponsored Adr (BTI) | 0.2 | $6.2M | 170k | 36.58 |
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| Ishares Tr Msci India Etf (INDA) | 0.2 | $6.1M | 104k | 58.53 |
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| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.2 | $6.0M | 413k | 14.41 |
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| Smith & Nephew Spdn Adr New (SNN) | 0.2 | $5.9M | 191k | 31.14 |
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| United Microelectronics Corp Spon Adr New (UMC) | 0.2 | $5.9M | -2% | 702k | 8.42 |
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| Valmont Industries (VMI) | 0.2 | $5.9M | 20k | 289.95 |
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| Simpson Manufacturing (SSD) | 0.2 | $5.7M | 30k | 191.27 |
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| Copart (CPRT) | 0.2 | $5.7M | 108k | 52.40 |
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| Hanesbrands (HBI) | 0.2 | $5.6M | 765k | 7.35 |
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| Willis Towers Watson SHS (WTW) | 0.2 | $5.6M | -4% | 19k | 294.53 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $5.6M | +18% | 14k | 389.12 |
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| Diageo Spon Adr New (DEO) | 0.2 | $5.6M | 40k | 140.34 |
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| Abercrombie & Fitch Cl A (ANF) | 0.2 | $5.6M | 40k | 139.90 |
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| Cummins (CMI) | 0.2 | $5.5M | -15% | 17k | 323.79 |
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| Morgan Stanley Com New (MS) | 0.2 | $5.5M | 53k | 104.24 |
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| Builders FirstSource (BLDR) | 0.2 | $5.5M | 28k | 193.86 |
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| Innospec (IOSP) | 0.2 | $5.4M | 48k | 113.09 |
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| LKQ Corporation (LKQ) | 0.2 | $5.2M | 131k | 39.92 |
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| Emcor (EME) | 0.2 | $5.2M | 12k | 430.53 |
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| Toll Brothers (TOL) | 0.2 | $5.1M | 33k | 154.49 |
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| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.2 | $5.0M | 759k | 6.65 |
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| Fresenius Medical Care Sponsored Adr (FMS) | 0.2 | $5.0M | +47% | 233k | 21.30 |
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| Toyota Motor Corp Ads (TM) | 0.2 | $4.9M | +62% | 27k | 178.57 |
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| L3harris Technologies (LHX) | 0.1 | $4.9M | 21k | 237.87 |
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| Cme (CME) | 0.1 | $4.8M | -46% | 22k | 220.65 |
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| Sap Se Spon Adr (SAP) | 0.1 | $4.8M | 21k | 229.10 |
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| Chord Energy Corporation Com New (CHRD) | 0.1 | $4.8M | -34% | 37k | 130.23 |
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| UniFirst Corporation (UNF) | 0.1 | $4.7M | +2% | 24k | 198.65 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $4.7M | +7% | 5.6k | 833.25 |
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| Waste Management (WM) | 0.1 | $4.6M | 22k | 207.60 |
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| AGCO Corporation (AGCO) | 0.1 | $4.6M | -40% | 47k | 97.86 |
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| Dorian Lpg Shs Usd (LPG) | 0.1 | $4.6M | 132k | 34.42 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $4.5M | -2% | 61k | 73.42 |
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| Diamondback Energy (FANG) | 0.1 | $4.4M | -12% | 26k | 172.40 |
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| Ambev Sa Sponsored Adr (ABEV) | 0.1 | $4.4M | 1.8M | 2.44 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $4.4M | 133k | 33.23 |
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| Corpay Com Shs (CPAY) | 0.1 | $4.4M | -3% | 14k | 312.76 |
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| Expedia Group Com New (EXPE) | 0.1 | $4.3M | 29k | 148.02 |
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| SYNNEX Corporation (SNX) | 0.1 | $4.3M | NEW | 36k | 120.08 |
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| Fidelity National Information Services (FIS) | 0.1 | $4.3M | -14% | 51k | 83.75 |
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| Performance Food (PFGC) | 0.1 | $4.2M | NEW | 54k | 78.37 |
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| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $4.2M | -26% | 333k | 12.63 |
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| Arrow Electronics (ARW) | 0.1 | $4.2M | NEW | 32k | 132.83 |
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| Barrick Gold Corp (GOLD) | 0.1 | $4.2M | 211k | 19.89 |
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| Icici Bank Adr (IBN) | 0.1 | $4.1M | 137k | 29.85 |
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| International Business Machines (IBM) | 0.1 | $4.1M | 18k | 221.08 |
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| Federal Signal Corporation (FSS) | 0.1 | $4.0M | +4% | 43k | 93.46 |
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| Universal Hlth Svcs CL B (UHS) | 0.1 | $4.0M | NEW | 17k | 229.01 |
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| Capri Holdings SHS (CPRI) | 0.1 | $3.9M | 92k | 42.44 |
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| Generac Holdings (GNRC) | 0.1 | $3.9M | 24k | 158.88 |
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| Infosys Sponsored Adr (INFY) | 0.1 | $3.9M | 174k | 22.27 |
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| Cigna Corp (CI) | 0.1 | $3.9M | 11k | 346.44 |
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| Arch Cap Group Ord (ACGL) | 0.1 | $3.8M | -3% | 34k | 111.88 |
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| Casey's General Stores (CASY) | 0.1 | $3.8M | 10k | 375.71 |
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| Equinix (EQIX) | 0.1 | $3.8M | 4.3k | 887.63 |
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| Metropcs Communications (TMUS) | 0.1 | $3.8M | 18k | 206.36 |
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| Ptc (PTC) | 0.1 | $3.8M | -71% | 21k | 180.66 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $3.8M | 370k | 10.18 |
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| Boise Cascade (BCC) | 0.1 | $3.8M | -2% | 27k | 140.98 |
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| McKesson Corporation (MCK) | 0.1 | $3.7M | 7.5k | 494.42 |
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| Verizon Communications (VZ) | 0.1 | $3.7M | 81k | 44.91 |
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| Civitas Resources Com New (CIVI) | 0.1 | $3.6M | +2% | 71k | 50.67 |
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| Lam Research Corporation (LRCX) | 0.1 | $3.5M | -67% | 4.3k | 816.08 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $3.5M | 44k | 78.75 |
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| Aptar (ATR) | 0.1 | $3.4M | 21k | 160.19 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $3.4M | 348k | 9.76 |
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| Amazon (AMZN) | 0.1 | $3.4M | +18% | 18k | 186.33 |
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| Buckle (BKE) | 0.1 | $3.4M | 76k | 43.97 |
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| Consol Energy (CEIX) | 0.1 | $3.3M | 32k | 104.65 |
|
|
| Commercial Metals Company (CMC) | 0.1 | $3.3M | +336% | 60k | 54.96 |
|
| Kinder Morgan (KMI) | 0.1 | $3.3M | 150k | 22.09 |
|
|
| Insight Enterprises (NSIT) | 0.1 | $3.3M | -4% | 15k | 215.39 |
|
| Stryker Corporation (SYK) | 0.1 | $3.3M | 9.0k | 361.26 |
|
|
| Cogent Communications Hldgs Com New (CCOI) | 0.1 | $3.2M | +2% | 42k | 75.92 |
|
| Caleres (CAL) | 0.1 | $3.1M | 94k | 33.05 |
|
|
| Prog Holdings Com Npv (PRG) | 0.1 | $3.1M | NEW | 64k | 48.49 |
|
| NiSource (NI) | 0.1 | $3.1M | NEW | 89k | 34.65 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $3.0M | -3% | 35k | 84.53 |
|
| Roper Industries (ROP) | 0.1 | $3.0M | 5.4k | 556.44 |
|
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.1 | $3.0M | -2% | 37k | 81.23 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $3.0M | -2% | 72k | 41.19 |
|
| Global Ship Lease Com Cl A (GSL) | 0.1 | $2.9M | NEW | 109k | 26.65 |
|
| Endeavor Group Hldgs Cl A Com (EDR) | 0.1 | $2.9M | NEW | 101k | 28.56 |
|
| Labcorp Holdings Com Shs (LH) | 0.1 | $2.9M | -3% | 13k | 223.48 |
|
| Brown & Brown (BRO) | 0.1 | $2.8M | NEW | 28k | 103.60 |
|
| Coca-Cola Company (KO) | 0.1 | $2.8M | 39k | 71.86 |
|
|
| Rev (REVG) | 0.1 | $2.8M | NEW | 100k | 28.06 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $2.8M | 22k | 128.03 |
|
|
| Halliburton Company (HAL) | 0.1 | $2.7M | -49% | 93k | 29.05 |
|
| Radian (RDN) | 0.1 | $2.7M | NEW | 76k | 34.69 |
|
| Lincoln National Corporation (LNC) | 0.1 | $2.6M | NEW | 84k | 31.51 |
|
| Federated Hermes CL B (FHI) | 0.1 | $2.6M | +3% | 71k | 36.77 |
|
| Grocery Outlet Hldg Corp (GO) | 0.1 | $2.6M | NEW | 147k | 17.55 |
|
| Artisan Partners Asset Mgmt Cl A (APAM) | 0.1 | $2.6M | +2% | 59k | 43.32 |
|
| ON Semiconductor (ON) | 0.1 | $2.5M | 35k | 72.61 |
|
|
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.1 | $2.5M | 26k | 98.71 |
|
|
| Western Union Company (WU) | 0.1 | $2.5M | NEW | 213k | 11.93 |
|
| Cushman Wakefield SHS (CWK) | 0.1 | $2.5M | NEW | 185k | 13.63 |
|
| Lincoln Electric Holdings (LECO) | 0.1 | $2.5M | 13k | 192.02 |
|
|
| Dxc Technology (DXC) | 0.1 | $2.4M | NEW | 116k | 20.75 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $2.4M | -77% | 38k | 62.88 |
|
| Terex Corporation (TEX) | 0.1 | $2.4M | +2% | 45k | 52.91 |
|
| Patterson Companies (PDCO) | 0.1 | $2.4M | NEW | 109k | 21.84 |
|
| Tko Group Holdings Cl A (TKO) | 0.1 | $2.4M | 19k | 123.71 |
|
|
| Simon Property (SPG) | 0.1 | $2.3M | 13k | 169.02 |
|
|
| Cameco Corporation (CCJ) | 0.1 | $2.2M | -4% | 45k | 47.76 |
|
| Uber Technologies (UBER) | 0.1 | $2.1M | +3% | 28k | 75.16 |
|
| Essential Properties Realty reit (EPRT) | 0.1 | $2.1M | 60k | 34.15 |
|
|
| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $2.0M | 69k | 29.73 |
|
|
| Werner Enterprises (WERN) | 0.1 | $2.0M | -9% | 51k | 38.59 |
|
| Netflix (NFLX) | 0.1 | $1.9M | +3% | 2.7k | 709.27 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.9M | NEW | 11k | 170.40 |
|
| Caretrust Reit (CTRE) | 0.1 | $1.8M | 60k | 30.86 |
|
|
| Oxford Industries (OXM) | 0.1 | $1.8M | -10% | 21k | 86.76 |
|
| Advanced Micro Devices (AMD) | 0.1 | $1.8M | -5% | 11k | 164.08 |
|
| Stellantis SHS (STLA) | 0.1 | $1.8M | -75% | 128k | 13.85 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $1.7M | -5% | 35k | 49.92 |
|
| Regency Centers Corporation (REG) | 0.1 | $1.7M | 24k | 72.23 |
|
|
| Cubesmart (CUBE) | 0.1 | $1.7M | 32k | 53.83 |
|
|
| Liberty Energy Com Cl A (LBRT) | 0.1 | $1.7M | -58% | 88k | 19.09 |
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $1.7M | -4% | 9.5k | 174.05 |
|
| Qualcomm (QCOM) | 0.1 | $1.6M | +8% | 9.6k | 170.05 |
|
| Alamos Gold Com Cl A (AGI) | 0.0 | $1.6M | -5% | 81k | 19.95 |
|
| Equinox Gold Corp equities (EQX) | 0.0 | $1.6M | -5% | 264k | 6.11 |
|
| Innovative Industria A (IIPR) | 0.0 | $1.6M | -7% | 12k | 134.60 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $1.6M | -5% | 16k | 97.42 |
|
| Gaming & Leisure Pptys (GLPI) | 0.0 | $1.6M | 31k | 51.45 |
|
|
| Warrior Met Coal (HCC) | 0.0 | $1.5M | -4% | 24k | 63.90 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $1.5M | -7% | 29k | 53.45 |
|
| Cousins Pptys Com New (CUZ) | 0.0 | $1.5M | 51k | 29.48 |
|
|
| Agree Realty Corporation (ADC) | 0.0 | $1.5M | 20k | 75.33 |
|
|
| Stag Industrial (STAG) | 0.0 | $1.5M | 38k | 39.09 |
|
|
| Agnico (AEM) | 0.0 | $1.4M | -5% | 18k | 80.56 |
|
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $1.4M | 11k | 123.53 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $1.4M | -2% | 29k | 47.13 |
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $1.4M | 19k | 74.46 |
|
|
| Mid-America Apartment (MAA) | 0.0 | $1.4M | 8.6k | 158.90 |
|
|
| Micron Technology (MU) | 0.0 | $1.3M | +14% | 13k | 103.71 |
|
| Myr (MYRG) | 0.0 | $1.3M | -63% | 13k | 102.23 |
|
| Terreno Realty Corporation (TRNO) | 0.0 | $1.3M | 19k | 66.83 |
|
|
| Host Hotels & Resorts (HST) | 0.0 | $1.3M | 72k | 17.60 |
|
|
| Equity Lifestyle Properties (ELS) | 0.0 | $1.3M | 18k | 71.34 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $1.2M | -5% | 20k | 61.08 |
|
| EastGroup Properties (EGP) | 0.0 | $1.2M | 6.5k | 186.82 |
|
|
| Franco-Nevada Corporation (FNV) | 0.0 | $1.1M | -6% | 9.2k | 124.25 |
|
| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $1.1M | 23k | 50.31 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $1.1M | -5% | 22k | 51.54 |
|
| Royal Gold (RGLD) | 0.0 | $1.1M | -5% | 7.8k | 140.30 |
|
| Servicenow (NOW) | 0.0 | $1.1M | +36% | 1.2k | 894.39 |
|
| Peabody Energy (BTU) | 0.0 | $1.0M | -6% | 39k | 26.54 |
|
| Steven Madden (SHOO) | 0.0 | $1.0M | -2% | 21k | 48.99 |
|
| Globus Med Cl A (GMED) | 0.0 | $980k | -6% | 14k | 71.54 |
|
| Analog Devices (ADI) | 0.0 | $924k | 4.0k | 230.17 |
|
|
| UFP Technologies (UFPT) | 0.0 | $921k | +19% | 2.9k | 316.70 |
|
| News Corp Cl A (NWSA) | 0.0 | $911k | -3% | 34k | 26.63 |
|
| Arch Resources Cl A (ARCH) | 0.0 | $888k | -4% | 6.4k | 138.16 |
|
| MercadoLibre (MELI) | 0.0 | $860k | +50% | 419.00 | 2051.96 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $859k | +24% | 1.7k | 491.27 |
|
| Albemarle Corporation (ALB) | 0.0 | $853k | -6% | 9.0k | 94.71 |
|
| Nutrien (NTR) | 0.0 | $851k | -5% | 18k | 48.11 |
|
| Crocs (CROX) | 0.0 | $845k | NEW | 5.8k | 144.81 |
|
| Acushnet Holdings Corp (GOLF) | 0.0 | $843k | 13k | 63.75 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $827k | 6.8k | 121.16 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $808k | 5.0k | 160.64 |
|
|
| Reliance Steel & Aluminum (RS) | 0.0 | $807k | 2.8k | 289.21 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $803k | +53% | 7.7k | 103.81 |
|
| Hess (HES) | 0.0 | $801k | -5% | 5.9k | 135.80 |
|
| Arcadium Lithium Com Shs (ALTM) | 0.0 | $791k | -4% | 278k | 2.85 |
|
| Range Resources (RRC) | 0.0 | $789k | -5% | 26k | 30.76 |
|
| Docusign (DOCU) | 0.0 | $787k | +58% | 13k | 62.09 |
|
| Bio Rad Labs Cl A (BIO) | 0.0 | $786k | -2% | 2.3k | 334.58 |
|
| U.S. Lime & Minerals (USLM) | 0.0 | $784k | +528% | 8.0k | 97.66 |
|
| Rollins (ROL) | 0.0 | $784k | +56% | 16k | 50.58 |
|
| Exelixis (EXEL) | 0.0 | $777k | +59% | 30k | 25.95 |
|
| Unum (UNM) | 0.0 | $767k | 13k | 59.44 |
|
|
| Domino's Pizza (DPZ) | 0.0 | $764k | +34% | 1.8k | 430.14 |
|
| Electronic Arts (EA) | 0.0 | $750k | +23% | 5.2k | 143.44 |
|
| Louisiana-Pacific Corporation (LPX) | 0.0 | $745k | -6% | 6.9k | 107.46 |
|
| Stride (LRN) | 0.0 | $737k | +25% | 8.6k | 85.31 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $736k | +14% | 13k | 57.62 |
|
| AeroVironment (AVAV) | 0.0 | $732k | +25% | 3.7k | 200.50 |
|
| Tyler Technologies (TYL) | 0.0 | $727k | -2% | 1.2k | 583.72 |
|
| Manhattan Associates (MANH) | 0.0 | $724k | 2.6k | 281.38 |
|
|
| Autodesk (ADSK) | 0.0 | $722k | 2.6k | 275.48 |
|
|
| ConocoPhillips (COP) | 0.0 | $706k | 6.7k | 105.28 |
|
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $706k | -6% | 21k | 33.86 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $699k | -4% | 6.0k | 115.67 |
|
| RadNet (RDNT) | 0.0 | $693k | +27% | 10k | 69.39 |
|
| Nucor Corporation (NUE) | 0.0 | $690k | 4.6k | 150.34 |
|
|
| HEICO Corporation (HEI) | 0.0 | $689k | 2.6k | 261.48 |
|
|
| Bunge Global Sa Com Shs (BG) | 0.0 | $687k | -5% | 7.1k | 96.64 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $686k | 3.5k | 198.64 |
|
|
| Hubspot (HUBS) | 0.0 | $683k | +70% | 1.3k | 531.60 |
|
| Automatic Data Processing (ADP) | 0.0 | $680k | 2.5k | 276.73 |
|
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.0 | $680k | NEW | 10k | 67.73 |
|
| Protagonist Therapeutics (PTGX) | 0.0 | $676k | +27% | 15k | 45.00 |
|
| Dolby Laboratories Com Cl A (DLB) | 0.0 | $673k | 8.8k | 76.53 |
|
|
| Jack Henry & Associates (JKHY) | 0.0 | $668k | 3.8k | 176.54 |
|
|
| Ies Hldgs (IESC) | 0.0 | $667k | +30% | 3.3k | 199.62 |
|
| Amdocs SHS (DOX) | 0.0 | $660k | 7.5k | 87.48 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $658k | 1.1k | 618.57 |
|
|
| TJX Companies (TJX) | 0.0 | $656k | 5.6k | 117.54 |
|
|
| Danaher Corporation (DHR) | 0.0 | $655k | 2.4k | 278.02 |
|
|
| Lpl Financial Holdings (LPLA) | 0.0 | $653k | +63% | 2.8k | 232.63 |
|
| Valero Energy Corporation (VLO) | 0.0 | $646k | 4.8k | 135.03 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $637k | +2% | 2.6k | 248.60 |
|
| Woodside Energy Group Sponsored Adr (WDS) | 0.0 | $631k | -4% | 37k | 17.24 |
|
| Q2 Holdings (QTWO) | 0.0 | $630k | +31% | 7.9k | 79.77 |
|
| Rockwell Automation (ROK) | 0.0 | $629k | +2% | 2.3k | 268.46 |
|
| BorgWarner (BWA) | 0.0 | $615k | 17k | 36.29 |
|
|
| Oil-Dri Corporation of America (ODC) | 0.0 | $606k | NEW | 8.8k | 68.99 |
|
| CoStar (CSGP) | 0.0 | $606k | +2% | 8.0k | 75.44 |
|
| Cavco Industries (CVCO) | 0.0 | $594k | +35% | 1.4k | 428.24 |
|
| Nmi Hldgs Inc cl a (NMIH) | 0.0 | $587k | +33% | 14k | 41.19 |
|
| Verra Mobility Corp Cl A Com Stk (VRRM) | 0.0 | $584k | +32% | 21k | 27.81 |
|
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.0 | $582k | +34% | 35k | 16.51 |
|
| Avepoint Com Cl A (AVPT) | 0.0 | $571k | +35% | 49k | 11.77 |
|
| InterDigital (IDCC) | 0.0 | $560k | +37% | 4.0k | 141.63 |
|
| Palomar Hldgs (PLMR) | 0.0 | $547k | NEW | 5.8k | 94.67 |
|
| SPS Commerce (SPSC) | 0.0 | $544k | +38% | 2.8k | 194.17 |
|
| Casella Waste Sys Cl A (CWST) | 0.0 | $538k | +37% | 5.4k | 99.49 |
|
| Novanta (NOVT) | 0.0 | $530k | +40% | 3.0k | 178.92 |
|
| Entegris (ENTG) | 0.0 | $524k | +5% | 4.7k | 112.53 |
|
| Cbiz (CBZ) | 0.0 | $521k | +35% | 7.7k | 67.29 |
|
| Cimpress Shs Euro (CMPR) | 0.0 | $516k | +35% | 6.3k | 81.92 |
|
| Vita Coco Co Inc/the (COCO) | 0.0 | $515k | +43% | 18k | 28.31 |
|
| Biogen Idec (BIIB) | 0.0 | $502k | 2.6k | 193.84 |
|
|
| Archrock (AROC) | 0.0 | $487k | +45% | 24k | 20.24 |
|
| Weatherford Intl Ord Shs (WFRD) | 0.0 | $476k | +38% | 5.6k | 84.92 |
|
| Atlanta Braves Hldgs Com Ser C (BATRK) | 0.0 | $476k | +44% | 12k | 39.80 |
|
| Transcat (TRNS) | 0.0 | $458k | +50% | 3.8k | 120.77 |
|
| FormFactor (FORM) | 0.0 | $458k | +46% | 10k | 46.00 |
|
| Vericel (VCEL) | 0.0 | $454k | +42% | 11k | 42.25 |
|
| Elf Beauty (ELF) | 0.0 | $448k | +36% | 4.1k | 109.03 |
|
| Astrana Health Com New (ASTH) | 0.0 | $379k | NEW | 6.5k | 57.94 |
|
| Teck Resources CL B (TECK) | 0.0 | $367k | -5% | 7.0k | 52.24 |
|
| Tenet Healthcare Corp Com New (THC) | 0.0 | $343k | +7% | 2.1k | 166.20 |
|
| Celsius Hldgs Com New (CELH) | 0.0 | $337k | +68% | 11k | 31.36 |
|
| CF Industries Holdings (CF) | 0.0 | $324k | -6% | 3.8k | 85.80 |
|
| Zimmer Holdings (ZBH) | 0.0 | $310k | -95% | 2.9k | 107.95 |
|
| BP Sponsored Adr (BP) | 0.0 | $309k | -95% | 9.9k | 31.39 |
|
| Netease Sponsored Ads (NTES) | 0.0 | $305k | -95% | 3.3k | 93.51 |
|
| Bioventus Com Cl A (BVS) | 0.0 | $286k | 24k | 11.95 |
|
|
| Vale S A Sponsored Ads (VALE) | 0.0 | $277k | -6% | 24k | 11.68 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $274k | 839.00 | 326.73 |
|
|
| Rithm Capital Corp Com New (RITM) | 0.0 | $266k | NEW | 23k | 11.35 |
|
| Pilgrim's Pride Corporation (PPC) | 0.0 | $247k | NEW | 5.4k | 46.05 |
|
| Ge Aerospace Com New (GE) | 0.0 | $243k | NEW | 1.3k | 188.58 |
|
| Turning Pt Brands (TPB) | 0.0 | $236k | NEW | 5.5k | 43.15 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $233k | NEW | 2.1k | 110.37 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $219k | NEW | 1.3k | 166.82 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $214k | 16k | 13.65 |
|
|
| Bk Nova Cad (BNS) | 0.0 | $201k | NEW | 3.7k | 54.49 |
|
| Mr Cooper Group (COOP) | 0.0 | $201k | NEW | 2.2k | 92.18 |
|
Past Filings by Moran Wealth Management
SEC 13F filings are viewable for Moran Wealth Management going back to 2022
- Moran Wealth Management 2024 Q3 filed Nov. 8, 2024
- Moran Wealth Management 2024 Q2 filed Aug. 13, 2024
- Moran Wealth Management 2024 Q1 filed May 15, 2024
- Moran Wealth Management 2023 Q4 filed Feb. 8, 2024
- Moran Wealth Management 2023 Q3 filed Nov. 13, 2023
- Moran Wealth Management 2023 Q2 filed Aug. 10, 2023
- Moran Wealth Management 2023 Q1 filed May 10, 2023
- Moran Wealth Management 2022 Q4 filed Feb. 13, 2023