Moran Wealth Management
Latest statistics and disclosures from Moran Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TT, AVGO, WSM, PH, JPM, and represent 9.63% of Moran Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: FIS (+$15M), GDDY (+$15M), PAG (+$14M), SBAC (+$14M), AXP (+$13M), MAS (+$12M), LOW (+$12M), CI (+$12M), CME (+$12M), AMCR (+$10M).
- Started 63 new stock positions in WKC, VTHR, INGR, NRG, AMCR, VIRT, IWD, MAS, GEF, MATX.
- Reduced shares in these 10 stocks: CE (-$30M), AVB (-$23M), GRMN (-$22M), GSK (-$17M), PLD (-$15M), DECK (-$15M), BHP (-$12M), PEP (-$11M), ADBE (-$10M), DKS (-$9.8M).
- Sold out of its positions in AGCO, ELV, APPF, ARCH, Arista Networks, ARW, BP, BIIB, CBZ, CVS.
- Moran Wealth Management was a net seller of stock by $-45M.
- Moran Wealth Management has $3.1B in assets under management (AUM), dropping by -3.56%.
- Central Index Key (CIK): 0001965334
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Portfolio Holdings for Moran Wealth Management
Moran Wealth Management holds 411 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Trane Technologies SHS (TT) | 2.2 | $69M | +10% | 187k | 369.35 |
|
| Broadcom (AVGO) | 2.0 | $61M | -2% | 265k | 231.84 |
|
| Williams-Sonoma (WSM) | 1.8 | $58M | 313k | 185.18 |
|
|
| Parker-Hannifin Corporation (PH) | 1.8 | $58M | -2% | 91k | 636.03 |
|
| JPMorgan Chase & Co. (JPM) | 1.8 | $56M | 233k | 239.71 |
|
|
| Lockheed Martin Corporation (LMT) | 1.6 | $51M | -2% | 105k | 485.94 |
|
| Cadence Design Systems (CDNS) | 1.5 | $47M | -2% | 157k | 300.46 |
|
| Microsoft Corporation (MSFT) | 1.4 | $45M | 107k | 421.50 |
|
|
| Ameriprise Financial (AMP) | 1.4 | $43M | +4% | 81k | 532.43 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.2 | $37M | -3% | 186k | 197.49 |
|
| EOG Resources (EOG) | 1.1 | $35M | 283k | 122.58 |
|
|
| NVIDIA Corporation (NVDA) | 1.1 | $34M | 253k | 134.29 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 1.1 | $33M | -3% | 192k | 172.42 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $32M | +10% | 55k | 586.08 |
|
| Novo-nordisk A S Adr (NVO) | 1.0 | $32M | -13% | 373k | 86.02 |
|
| Cisco Systems (CSCO) | 1.0 | $32M | +11% | 533k | 59.20 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.0 | $32M | 180k | 175.23 |
|
|
| Linde SHS (LIN) | 1.0 | $30M | 73k | 418.67 |
|
|
| Motorola Solutions Com New (MSI) | 0.9 | $30M | +6% | 64k | 462.23 |
|
| Garmin SHS (GRMN) | 0.9 | $28M | -43% | 135k | 206.26 |
|
| Pulte (PHM) | 0.9 | $27M | -2% | 248k | 108.90 |
|
| Gartner (IT) | 0.9 | $27M | 55k | 484.47 |
|
|
| Merck & Co (MRK) | 0.8 | $26M | 262k | 99.48 |
|
|
| Howmet Aerospace (HWM) | 0.8 | $26M | 237k | 109.37 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.8 | $26M | 469k | 54.50 |
|
|
| AFLAC Incorporated (AFL) | 0.8 | $26M | 246k | 103.44 |
|
|
| Northrop Grumman Corporation (NOC) | 0.8 | $25M | +7% | 53k | 469.29 |
|
| Intuit (INTU) | 0.8 | $25M | 39k | 628.50 |
|
|
| Texas Instruments Incorporated (TXN) | 0.8 | $24M | 129k | 187.51 |
|
|
| NetApp (NTAP) | 0.8 | $24M | 207k | 116.08 |
|
|
| At&t (T) | 0.8 | $24M | +22% | 1.1M | 22.77 |
|
| Murphy Usa (MUSA) | 0.8 | $24M | 47k | 501.75 |
|
|
| Atmos Energy Corporation (ATO) | 0.7 | $23M | +12% | 166k | 139.27 |
|
| Chubb (CB) | 0.7 | $22M | 81k | 276.30 |
|
|
| Eaton Corp SHS (ETN) | 0.7 | $22M | -2% | 67k | 331.87 |
|
| Iron Mountain (IRM) | 0.7 | $22M | -2% | 209k | 105.11 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $22M | +2% | 114k | 190.44 |
|
| Sprouts Fmrs Mkt (SFM) | 0.7 | $21M | -6% | 169k | 127.07 |
|
| Quanta Services (PWR) | 0.7 | $21M | -4% | 68k | 316.05 |
|
| American Express Company (AXP) | 0.7 | $20M | +188% | 69k | 296.79 |
|
| Evercore Class A (EVR) | 0.6 | $20M | -3% | 73k | 277.19 |
|
| Caterpillar (CAT) | 0.6 | $20M | 55k | 362.76 |
|
|
| Cintas Corporation (CTAS) | 0.6 | $20M | -3% | 109k | 182.70 |
|
| Fidelity National Information Services (FIS) | 0.6 | $19M | +369% | 239k | 80.77 |
|
| Paccar (PCAR) | 0.6 | $19M | -17% | 183k | 104.02 |
|
| Ss&c Technologies Holding (SSNC) | 0.6 | $19M | 249k | 75.78 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $19M | 41k | 453.28 |
|
|
| Progressive Corporation (PGR) | 0.6 | $18M | 77k | 239.61 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $18M | 35k | 526.57 |
|
|
| Molina Healthcare (MOH) | 0.6 | $18M | 63k | 291.05 |
|
|
| Owens Corning (OC) | 0.6 | $18M | 107k | 170.32 |
|
|
| Chemed Corp Com Stk (CHE) | 0.6 | $18M | 34k | 529.80 |
|
|
| Meta Platforms Cl A (META) | 0.6 | $18M | +2% | 31k | 585.51 |
|
| Boston Scientific Corporation (BSX) | 0.6 | $18M | 200k | 89.32 |
|
|
| Packaging Corporation of America (PKG) | 0.6 | $18M | -2% | 79k | 225.13 |
|
| Spotify Technology S A SHS (SPOT) | 0.6 | $18M | +9% | 39k | 447.38 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $18M | 93k | 189.30 |
|
|
| Republic Services (RSG) | 0.6 | $18M | 87k | 201.18 |
|
|
| D.R. Horton (DHI) | 0.6 | $18M | +80% | 125k | 139.82 |
|
| AmerisourceBergen (COR) | 0.6 | $17M | 77k | 224.68 |
|
|
| Ingersoll Rand (IR) | 0.5 | $17M | -2% | 187k | 90.46 |
|
| Cme (CME) | 0.5 | $17M | +226% | 72k | 232.23 |
|
| H&R Block (HRB) | 0.5 | $17M | 313k | 52.84 |
|
|
| DaVita (DVA) | 0.5 | $17M | +102% | 110k | 149.55 |
|
| Comfort Systems USA (FIX) | 0.5 | $16M | -6% | 39k | 424.06 |
|
| Fair Isaac Corporation (FICO) | 0.5 | $16M | -3% | 7.9k | 1990.93 |
|
| FedEx Corporation (FDX) | 0.5 | $15M | 55k | 281.33 |
|
|
| General Dynamics Corporation (GD) | 0.5 | $15M | 58k | 263.49 |
|
|
| Wabtec Corporation (WAB) | 0.5 | $15M | -2% | 79k | 189.59 |
|
| Mueller Industries (MLI) | 0.5 | $15M | -2% | 189k | 79.36 |
|
| Ubs Group SHS (UBS) | 0.5 | $15M | 491k | 30.32 |
|
|
| Godaddy Cl A (GDDY) | 0.5 | $15M | NEW | 75k | 197.37 |
|
| Cigna Corp (CI) | 0.5 | $15M | +379% | 53k | 276.14 |
|
| Discover Financial Services (DFS) | 0.5 | $15M | -2% | 85k | 173.23 |
|
| Wal-Mart Stores (WMT) | 0.5 | $15M | 161k | 90.35 |
|
|
| Hershey Company (HSY) | 0.5 | $14M | -3% | 85k | 169.35 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $14M | +14% | 134k | 107.57 |
|
| UnitedHealth (UNH) | 0.5 | $14M | 28k | 505.86 |
|
|
| Penske Automotive (PAG) | 0.5 | $14M | NEW | 93k | 152.44 |
|
| Regeneron Pharmaceuticals (REGN) | 0.4 | $14M | -11% | 20k | 712.33 |
|
| S&p Global (SPGI) | 0.4 | $14M | 28k | 498.03 |
|
|
| Sba Communications Corp Cl A (SBAC) | 0.4 | $14M | NEW | 67k | 203.80 |
|
| Veeva Sys Cl A Com (VEEV) | 0.4 | $14M | +3% | 65k | 210.25 |
|
| Deckers Outdoor Corporation (DECK) | 0.4 | $14M | -51% | 67k | 203.09 |
|
| McKesson Corporation (MCK) | 0.4 | $13M | +212% | 24k | 569.91 |
|
| Carlisle Companies (CSL) | 0.4 | $13M | -2% | 36k | 368.84 |
|
| Msci (MSCI) | 0.4 | $12M | +2% | 21k | 600.01 |
|
| Johnson & Johnson (JNJ) | 0.4 | $12M | -2% | 85k | 144.62 |
|
| Eagle Materials (EXP) | 0.4 | $12M | 49k | 246.76 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $12M | +2% | 30k | 402.70 |
|
| MasTec (MTZ) | 0.4 | $12M | -2% | 87k | 136.14 |
|
| Masco Corporation (MAS) | 0.4 | $12M | NEW | 164k | 72.57 |
|
| Itt (ITT) | 0.4 | $12M | 83k | 142.88 |
|
|
| Lowe's Companies (LOW) | 0.4 | $12M | NEW | 48k | 246.80 |
|
| Schlumberger Com Stk (SLB) | 0.4 | $12M | 307k | 38.34 |
|
|
| FactSet Research Systems (FDS) | 0.4 | $12M | +2% | 25k | 480.28 |
|
| Public Storage (PSA) | 0.4 | $11M | 38k | 299.44 |
|
|
| Equifax (EFX) | 0.4 | $11M | +2% | 44k | 254.85 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $11M | +18% | 12k | 916.27 |
|
| Snap-on Incorporated (SNA) | 0.3 | $11M | -2% | 32k | 339.48 |
|
| Zoetis Cl A (ZTS) | 0.3 | $11M | +2% | 67k | 162.93 |
|
| Medtronic SHS (MDT) | 0.3 | $11M | -39% | 134k | 79.88 |
|
| Oneok (OKE) | 0.3 | $11M | -2% | 105k | 100.40 |
|
| Bhp Group Sponsored Ads (BHP) | 0.3 | $10M | -53% | 213k | 48.83 |
|
| Rli (RLI) | 0.3 | $10M | +3% | 63k | 164.83 |
|
| Amcor Ord (AMCR) | 0.3 | $10M | NEW | 1.1M | 9.41 |
|
| Leidos Holdings (LDOS) | 0.3 | $10M | +33% | 70k | 144.06 |
|
| Monolithic Power Systems (MPWR) | 0.3 | $9.3M | +3% | 16k | 591.70 |
|
| Texas Roadhouse (TXRH) | 0.3 | $9.1M | -3% | 50k | 180.43 |
|
| Tetra Tech (TTEK) | 0.3 | $8.6M | -2% | 215k | 39.84 |
|
| Apple (AAPL) | 0.3 | $8.5M | +3% | 34k | 250.42 |
|
| AutoNation (AN) | 0.3 | $8.3M | 49k | 169.84 |
|
|
| Steel Dynamics (STLD) | 0.3 | $8.1M | 71k | 114.07 |
|
|
| Ishares Msci Italy Etf (EWI) | 0.3 | $8.1M | 225k | 35.97 |
|
|
| Plexus (PLXS) | 0.3 | $8.0M | -2% | 51k | 156.48 |
|
| Lithia Motors (LAD) | 0.3 | $8.0M | -2% | 22k | 357.43 |
|
| Performance Food (PFGC) | 0.3 | $7.9M | +73% | 94k | 84.55 |
|
| Westlake Chemical Corporation (WLK) | 0.3 | $7.9M | -5% | 69k | 114.65 |
|
| Brunswick Corporation (BC) | 0.2 | $7.8M | -6% | 121k | 64.68 |
|
| salesforce (CRM) | 0.2 | $7.8M | 23k | 334.33 |
|
|
| Booking Holdings (BKNG) | 0.2 | $7.7M | 1.6k | 4968.42 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.2 | $7.7M | +4617% | 739k | 10.36 |
|
| Lennar Corp Cl A (LEN) | 0.2 | $7.5M | 55k | 136.37 |
|
|
| General Mills (GIS) | 0.2 | $7.5M | NEW | 117k | 63.77 |
|
| Ufp Industries (UFPI) | 0.2 | $7.4M | 66k | 112.65 |
|
|
| Abercrombie & Fitch Cl A (ANF) | 0.2 | $7.4M | +24% | 49k | 149.47 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $7.3M | +2515% | 22k | 334.25 |
|
| Acuity Brands (AYI) | 0.2 | $7.3M | 25k | 292.13 |
|
|
| Global X Fds Gb Msci Ar Etf (ARGT) | 0.2 | $7.3M | -7% | 88k | 82.67 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $7.2M | +5% | 9.3k | 772.00 |
|
| Ishares Msci Spain Etf (EWP) | 0.2 | $7.1M | -4% | 230k | 31.05 |
|
| Meritage Homes Corporation (MTH) | 0.2 | $7.1M | 46k | 153.82 |
|
|
| Target Corporation (TGT) | 0.2 | $7.1M | +27% | 52k | 135.18 |
|
| Best Buy (BBY) | 0.2 | $6.9M | +29% | 81k | 85.80 |
|
| Apogee Enterprises (APOG) | 0.2 | $6.9M | -2% | 96k | 71.41 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $6.5M | +4% | 15k | 434.93 |
|
| CBOE Holdings (CBOE) | 0.2 | $6.4M | -8% | 33k | 195.40 |
|
| Expeditors International of Washington (EXPD) | 0.2 | $6.3M | 57k | 110.77 |
|
|
| Valmont Industries (VMI) | 0.2 | $6.2M | 20k | 306.67 |
|
|
| Copart (CPRT) | 0.2 | $6.2M | 108k | 57.39 |
|
|
| Amgen (AMGN) | 0.2 | $6.2M | -11% | 24k | 260.64 |
|
| Brady Corp Cl A (BRC) | 0.2 | $6.1M | 83k | 73.85 |
|
|
| SYSCO Corporation (SYY) | 0.2 | $6.1M | 80k | 76.46 |
|
|
| Hanesbrands (HBI) | 0.2 | $6.1M | 750k | 8.14 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.2 | $6.0M | -2% | 166k | 36.32 |
|
| Willis Towers Watson SHS (WTW) | 0.2 | $6.0M | 19k | 313.24 |
|
|
| Cummins (CMI) | 0.2 | $5.9M | 17k | 348.60 |
|
|
| Centene Corporation (CNC) | 0.2 | $5.9M | -11% | 97k | 60.58 |
|
| Cirrus Logic (CRUS) | 0.2 | $5.8M | 58k | 99.58 |
|
|
| Fresenius Medical Care Sponsored Adr (FMS) | 0.2 | $5.8M | +9% | 255k | 22.64 |
|
| Cnh Indl N V SHS (CNH) | 0.2 | $5.8M | NEW | 508k | 11.33 |
|
| Unilever Spon Adr New (UL) | 0.2 | $5.7M | -3% | 101k | 56.70 |
|
| Cabot Corporation (CBT) | 0.2 | $5.7M | 62k | 91.31 |
|
|
| Universal Hlth Svcs CL B (UHS) | 0.2 | $5.7M | +82% | 32k | 179.42 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.2 | $5.7M | -18% | 96k | 58.81 |
|
| Topbuild (BLD) | 0.2 | $5.5M | 18k | 311.34 |
|
|
| Emcor (EME) | 0.2 | $5.4M | 12k | 453.90 |
|
|
| Ishares Tr Msci India Etf (INDA) | 0.2 | $5.4M | -2% | 102k | 52.64 |
|
| Ab Active Etfs Ultra Short Incm (YEAR) | 0.2 | $5.3M | NEW | 106k | 50.35 |
|
| Innospec (IOSP) | 0.2 | $5.3M | 48k | 110.06 |
|
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.2 | $5.3M | +49% | 522k | 10.07 |
|
| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 0.2 | $5.2M | NEW | 104k | 50.59 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.2 | $5.2M | +7% | 359k | 14.49 |
|
| Raymond James Financial (RJF) | 0.2 | $5.1M | NEW | 33k | 155.33 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $5.1M | NEW | 84k | 60.50 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.2 | $5.1M | -4% | 393k | 12.86 |
|
| PPG Industries (PPG) | 0.2 | $5.0M | NEW | 42k | 119.45 |
|
| Eastman Chemical Company (EMN) | 0.2 | $5.0M | NEW | 54k | 91.32 |
|
| Corpay Com Shs (CPAY) | 0.2 | $4.9M | +4% | 15k | 338.42 |
|
| Sap Se Spon Adr (SAP) | 0.2 | $4.9M | -4% | 20k | 246.21 |
|
| Simpson Manufacturing (SSD) | 0.2 | $4.8M | -2% | 29k | 165.83 |
|
| Prologis (PLD) | 0.2 | $4.8M | -75% | 46k | 105.70 |
|
| Expedia Group Com New (EXPE) | 0.2 | $4.8M | -11% | 26k | 186.33 |
|
| Diageo Spon Adr New (DEO) | 0.2 | $4.8M | -5% | 37k | 127.13 |
|
| Cdw (CDW) | 0.2 | $4.7M | -3% | 27k | 174.04 |
|
| Boise Cascade (BCC) | 0.1 | $4.7M | +47% | 39k | 118.86 |
|
| Waste Management (WM) | 0.1 | $4.6M | +2% | 23k | 201.79 |
|
| SYNNEX Corporation (SNX) | 0.1 | $4.5M | +6% | 38k | 117.28 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $4.4M | NEW | 38k | 117.50 |
|
| Toll Brothers (TOL) | 0.1 | $4.4M | +5% | 35k | 125.95 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $4.3M | NEW | 24k | 185.13 |
|
| Amazon (AMZN) | 0.1 | $4.3M | +6% | 20k | 219.39 |
|
| Diamondback Energy (FANG) | 0.1 | $4.3M | 26k | 163.83 |
|
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $4.2M | -2% | 363k | 11.72 |
|
| Casey's General Stores (CASY) | 0.1 | $4.2M | +3% | 11k | 396.23 |
|
| International Business Machines (IBM) | 0.1 | $4.2M | +2% | 19k | 219.83 |
|
| Kinder Morgan (KMI) | 0.1 | $4.1M | 151k | 27.40 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $4.1M | 61k | 67.88 |
|
|
| Federal Signal Corporation (FSS) | 0.1 | $4.1M | +3% | 45k | 92.39 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $4.1M | +326% | 151k | 27.32 |
|
| UniFirst Corporation (UNF) | 0.1 | $4.1M | 24k | 171.09 |
|
|
| Builders FirstSource (BLDR) | 0.1 | $4.1M | 29k | 142.93 |
|
|
| Metropcs Communications (TMUS) | 0.1 | $4.1M | 19k | 220.73 |
|
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.1 | $4.0M | -12% | 617k | 6.49 |
|
| Generac Holdings (GNRC) | 0.1 | $4.0M | +5% | 26k | 155.05 |
|
| Interpublic Group of Companies (IPG) | 0.1 | $4.0M | NEW | 142k | 28.02 |
|
| Icici Bank Adr (IBN) | 0.1 | $3.9M | -3% | 132k | 29.86 |
|
| Flowers Foods (FLO) | 0.1 | $3.9M | NEW | 191k | 20.66 |
|
| Micron Technology (MU) | 0.1 | $3.9M | +258% | 47k | 84.16 |
|
| Buckle (BKE) | 0.1 | $3.9M | 77k | 50.81 |
|
|
| Ishares Msci Sth Afr Etf (EZA) | 0.1 | $3.9M | NEW | 93k | 41.91 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $3.9M | 5.6k | 693.08 |
|
|
| Bunge Global Sa Com Shs (BG) | 0.1 | $3.7M | +571% | 48k | 77.76 |
|
| Infosys Sponsored Adr (INFY) | 0.1 | $3.6M | -4% | 166k | 21.92 |
|
| Flex Ord (FLEX) | 0.1 | $3.6M | NEW | 94k | 38.39 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $3.5M | +4% | 46k | 76.81 |
|
| Patterson Companies (PDCO) | 0.1 | $3.5M | +4% | 115k | 30.86 |
|
| Merchants Bancorp Ind (MBIN) | 0.1 | $3.5M | NEW | 97k | 36.47 |
|
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.1 | $3.5M | -6% | 710k | 4.96 |
|
| Aptar (ATR) | 0.1 | $3.5M | +3% | 22k | 157.10 |
|
| Consol Energy (CEIX) | 0.1 | $3.5M | 32k | 106.68 |
|
|
| NiSource (NI) | 0.1 | $3.4M | +4% | 93k | 36.76 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $3.3M | +5% | 36k | 92.35 |
|
| Barrick Gold Corp (GOLD) | 0.1 | $3.3M | 215k | 15.50 |
|
|
| Cogent Communications Hldgs Com New (CCOI) | 0.1 | $3.3M | 43k | 77.07 |
|
|
| Endeavor Group Hldgs Cl A Com (EDR) | 0.1 | $3.3M | +5% | 106k | 31.29 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $3.3M | -38% | 17k | 194.61 |
|
| Verizon Communications (VZ) | 0.1 | $3.3M | 83k | 39.99 |
|
|
| Doximity Cl A (DOCS) | 0.1 | $3.3M | NEW | 62k | 53.39 |
|
| Pilgrim's Pride Corporation (PPC) | 0.1 | $3.3M | +1259% | 73k | 45.39 |
|
| Stryker Corporation (SYK) | 0.1 | $3.3M | 9.1k | 360.05 |
|
|
| Jabil Circuit (JBL) | 0.1 | $3.2M | NEW | 22k | 143.90 |
|
| Victory Cap Hldgs Com Cl A (VCTR) | 0.1 | $3.2M | NEW | 49k | 65.46 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.1 | $3.2M | -5% | 1.7M | 1.85 |
|
| Kinsale Cap Group (KNSL) | 0.1 | $3.1M | NEW | 6.6k | 465.13 |
|
| Euronet Worldwide (EEFT) | 0.1 | $3.0M | NEW | 29k | 102.84 |
|
| Federated Hermes CL B (FHI) | 0.1 | $3.0M | +2% | 72k | 41.11 |
|
| Brown & Brown (BRO) | 0.1 | $3.0M | +5% | 29k | 102.02 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $2.9M | 71k | 40.48 |
|
|
| ON Semiconductor (ON) | 0.1 | $2.9M | +30% | 46k | 63.05 |
|
| Smith & Nephew Spdn Adr New (SNN) | 0.1 | $2.8M | -39% | 116k | 24.58 |
|
| Tko Group Holdings Cl A (TKO) | 0.1 | $2.8M | 19k | 142.11 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $2.8M | -33% | 88k | 31.44 |
|
| Prog Holdings Com Npv (PRG) | 0.1 | $2.6M | 63k | 42.26 |
|
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.1 | $2.6M | -4% | 35k | 74.78 |
|
| Coca-Cola Company (KO) | 0.1 | $2.6M | +6% | 42k | 62.26 |
|
| Greif Cl A (GEF) | 0.1 | $2.6M | NEW | 42k | 61.12 |
|
| Avnet (AVT) | 0.1 | $2.5M | NEW | 49k | 52.32 |
|
| Netflix (NFLX) | 0.1 | $2.5M | +6% | 2.9k | 891.32 |
|
| Artisan Partners Asset Mgmt Cl A (APAM) | 0.1 | $2.5M | -2% | 58k | 43.05 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $2.5M | NEW | 12k | 212.41 |
|
| Lincoln Electric Holdings (LECO) | 0.1 | $2.5M | 13k | 187.47 |
|
|
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.1 | $2.4M | NEW | 33k | 74.36 |
|
| Cushman Wakefield SHS (CWK) | 0.1 | $2.4M | -2% | 180k | 13.08 |
|
| World Fuel Services Corporation (WKC) | 0.1 | $2.3M | NEW | 83k | 27.51 |
|
| Simon Property (SPG) | 0.1 | $2.3M | 13k | 172.21 |
|
|
| Radian (RDN) | 0.1 | $2.3M | -5% | 72k | 31.72 |
|
| Dxc Technology (DXC) | 0.1 | $2.3M | -3% | 113k | 19.98 |
|
| Cameco Corporation (CCJ) | 0.1 | $2.2M | -3% | 44k | 51.39 |
|
| Grocery Outlet Hldg Corp (GO) | 0.1 | $2.2M | -3% | 142k | 15.61 |
|
| Select Medical Holdings Corporation (SEM) | 0.1 | $2.2M | NEW | 117k | 18.85 |
|
| Terex Corporation (TEX) | 0.1 | $2.2M | +3% | 47k | 46.22 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $2.1M | +896% | 13k | 164.17 |
|
| Celsius Hldgs Com New (CELH) | 0.1 | $2.1M | +631% | 79k | 26.34 |
|
| Oracle Corporation (ORCL) | 0.1 | $2.1M | +11% | 12k | 166.64 |
|
| Uber Technologies (UBER) | 0.1 | $2.0M | +20% | 34k | 60.32 |
|
| Suncoke Energy (SXC) | 0.1 | $1.9M | NEW | 175k | 10.70 |
|
| Tesla Motors (TSLA) | 0.1 | $1.8M | NEW | 4.5k | 403.84 |
|
| Western Union Company (WU) | 0.1 | $1.8M | -20% | 169k | 10.60 |
|
| Regency Centers Corporation (REG) | 0.1 | $1.8M | 24k | 73.93 |
|
|
| Essential Properties Realty reit (EPRT) | 0.1 | $1.7M | -7% | 56k | 31.28 |
|
| Advanced Micro Devices (AMD) | 0.1 | $1.6M | +20% | 13k | 120.79 |
|
| Caretrust Reit (CTRE) | 0.1 | $1.6M | 59k | 27.05 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.1 | $1.6M | +39% | 28k | 56.24 |
|
| AvalonBay Communities (AVB) | 0.1 | $1.6M | -93% | 7.3k | 219.97 |
|
| Cousins Pptys Com New (CUZ) | 0.0 | $1.6M | 51k | 30.64 |
|
|
| Gaming & Leisure Pptys (GLPI) | 0.0 | $1.5M | 30k | 48.16 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $1.4M | 30k | 48.16 |
|
|
| Agree Realty Corporation (ADC) | 0.0 | $1.4M | 20k | 70.45 |
|
|
| Alamos Gold Com Cl A (AGI) | 0.0 | $1.4M | -9% | 73k | 18.44 |
|
| Cubesmart (CUBE) | 0.0 | $1.3M | 31k | 42.85 |
|
|
| Docusign (DOCU) | 0.0 | $1.3M | +16% | 15k | 89.94 |
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $1.3M | 19k | 71.76 |
|
|
| Mid-America Apartment (MAA) | 0.0 | $1.3M | 8.6k | 154.57 |
|
|
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $1.3M | 11k | 116.04 |
|
|
| Century Communities (CCS) | 0.0 | $1.3M | NEW | 17k | 73.36 |
|
| Agnico (AEM) | 0.0 | $1.3M | -8% | 16k | 78.21 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $1.2M | NEW | 24k | 52.16 |
|
| Equinox Gold Corp equities (EQX) | 0.0 | $1.2M | -6% | 246k | 5.03 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $1.2M | -6% | 33k | 38.08 |
|
| Synopsys (SNPS) | 0.0 | $1.2M | -88% | 2.5k | 485.36 |
|
| Stag Industrial (STAG) | 0.0 | $1.2M | -3% | 36k | 33.82 |
|
| Host Hotels & Resorts (HST) | 0.0 | $1.2M | -3% | 70k | 17.52 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $1.2M | +70% | 4.4k | 278.94 |
|
| Warrior Met Coal (HCC) | 0.0 | $1.2M | -6% | 22k | 54.24 |
|
| Unum (UNM) | 0.0 | $1.2M | +25% | 16k | 73.03 |
|
| Servicenow (NOW) | 0.0 | $1.2M | -4% | 1.1k | 1060.12 |
|
| Equity Lifestyle Properties (ELS) | 0.0 | $1.2M | 18k | 66.60 |
|
|
| Vici Pptys (VICI) | 0.0 | $1.2M | NEW | 40k | 29.21 |
|
| Globus Med Cl A (GMED) | 0.0 | $1.1M | 14k | 82.71 |
|
|
| Terreno Realty Corporation (TRNO) | 0.0 | $1.1M | 19k | 59.14 |
|
|
| Peabody Energy (BTU) | 0.0 | $1.1M | +30% | 51k | 20.94 |
|
| Chesapeake Energy Corp (EXE) | 0.0 | $1.1M | NEW | 11k | 99.55 |
|
| U.S. Lime & Minerals (USLM) | 0.0 | $1.1M | 8.0k | 132.74 |
|
|
| EastGroup Properties (EGP) | 0.0 | $1.0M | 6.4k | 160.49 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $990k | -9% | 20k | 49.41 |
|
| Franco-Nevada Corporation (FNV) | 0.0 | $980k | -9% | 8.3k | 117.59 |
|
| News Corp Cl A (NWSA) | 0.0 | $949k | 35k | 27.54 |
|
|
| Royal Gold (RGLD) | 0.0 | $948k | -8% | 7.2k | 131.85 |
|
| Acushnet Holdings Corp (GOLF) | 0.0 | $944k | 13k | 71.08 |
|
|
| Exelixis (EXEL) | 0.0 | $935k | -6% | 28k | 33.30 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $930k | NEW | 14k | 68.94 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $930k | -12% | 25k | 37.22 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $928k | 1.8k | 521.96 |
|
|
| Stride (LRN) | 0.0 | $917k | +2% | 8.8k | 103.93 |
|
| Steven Madden (SHOO) | 0.0 | $898k | 21k | 42.52 |
|
|
| Lpl Financial Holdings (LPLA) | 0.0 | $889k | -3% | 2.7k | 326.51 |
|
| Analog Devices (ADI) | 0.0 | $879k | +2% | 4.1k | 212.46 |
|
| Hubspot (HUBS) | 0.0 | $864k | -3% | 1.2k | 696.77 |
|
| Range Resources (RRC) | 0.0 | $856k | -7% | 24k | 35.98 |
|
| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $841k | -4% | 22k | 38.66 |
|
| Avepoint Com Cl A (AVPT) | 0.0 | $818k | +2% | 50k | 16.51 |
|
| Q2 Holdings (QTWO) | 0.0 | $817k | +2% | 8.1k | 100.65 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $812k | +2% | 7.0k | 115.72 |
|
| Bio Rad Labs Cl A (BIO) | 0.0 | $798k | +3% | 2.4k | 328.51 |
|
| InterDigital (IDCC) | 0.0 | $792k | +3% | 4.1k | 193.72 |
|
| UFP Technologies (UFPT) | 0.0 | $784k | +10% | 3.2k | 244.51 |
|
| Autodesk (ADSK) | 0.0 | $771k | 2.6k | 295.57 |
|
|
| Reliance Steel & Aluminum (RS) | 0.0 | $768k | +2% | 2.9k | 269.26 |
|
| Intercontinental Exchange (ICE) | 0.0 | $767k | +2% | 5.1k | 149.01 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $758k | 13k | 60.30 |
|
|
| Electronic Arts (EA) | 0.0 | $751k | 5.1k | 146.30 |
|
|
| Hess (HES) | 0.0 | $748k | -4% | 5.6k | 133.01 |
|
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.0 | $736k | +5% | 37k | 19.90 |
|
| RadNet (RDNT) | 0.0 | $728k | +4% | 10k | 69.84 |
|
| Automatic Data Processing (ADP) | 0.0 | $725k | 2.5k | 292.73 |
|
|
| Tyler Technologies (TYL) | 0.0 | $721k | 1.3k | 576.64 |
|
|
| Domino's Pizza (DPZ) | 0.0 | $721k | -3% | 1.7k | 419.76 |
|
| Dolby Laboratories Com Cl A (DLB) | 0.0 | $717k | +4% | 9.2k | 78.10 |
|
| Rollins (ROL) | 0.0 | $706k | 15k | 46.35 |
|
|
| Vita Coco Co Inc/the (COCO) | 0.0 | $704k | +4% | 19k | 36.91 |
|
| MercadoLibre (MELI) | 0.0 | $702k | 413.00 | 1700.44 |
|
|
| Manhattan Associates (MANH) | 0.0 | $701k | 2.6k | 270.24 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $695k | 7.6k | 90.91 |
|
|
| TJX Companies (TJX) | 0.0 | $693k | +2% | 5.7k | 120.81 |
|
| Commercial Metals Company (CMC) | 0.0 | $693k | -76% | 14k | 49.60 |
|
| Rockwell Automation (ROK) | 0.0 | $689k | +2% | 2.4k | 285.79 |
|
| ConocoPhillips (COP) | 0.0 | $688k | +3% | 6.9k | 99.17 |
|
| Ies Hldgs (IESC) | 0.0 | $684k | 3.4k | 200.96 |
|
|
| Jack Henry & Associates (JKHY) | 0.0 | $679k | +2% | 3.9k | 175.30 |
|
| Amdocs SHS (DOX) | 0.0 | $666k | +3% | 7.8k | 85.14 |
|
| Albemarle Corporation (ALB) | 0.0 | $660k | -14% | 7.7k | 86.08 |
|
| Palomar Hldgs (PLMR) | 0.0 | $650k | +6% | 6.2k | 105.59 |
|
| Cavco Industries (CVCO) | 0.0 | $648k | +4% | 1.5k | 446.23 |
|
| HEICO Corporation (HEI) | 0.0 | $639k | 2.7k | 237.74 |
|
|
| Archrock (AROC) | 0.0 | $638k | +6% | 26k | 24.89 |
|
| Louisiana-Pacific Corporation (LPX) | 0.0 | $638k | -11% | 6.2k | 103.55 |
|
| CF Industries Holdings (CF) | 0.0 | $636k | +97% | 7.5k | 85.32 |
|
| Vericel (VCEL) | 0.0 | $634k | +7% | 12k | 54.91 |
|
| Crocs (CROX) | 0.0 | $629k | 5.7k | 109.53 |
|
|
| Protagonist Therapeutics (PTGX) | 0.0 | $616k | +6% | 16k | 38.60 |
|
| Nutrien (NTR) | 0.0 | $614k | -22% | 14k | 44.73 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $611k | 3.5k | 176.40 |
|
|
| Casella Waste Sys Cl A (CWST) | 0.0 | $610k | +6% | 5.8k | 105.81 |
|
| Valero Energy Corporation (VLO) | 0.0 | $600k | +2% | 4.9k | 122.59 |
|
| AeroVironment (AVAV) | 0.0 | $592k | +5% | 3.8k | 153.89 |
|
| CoStar (CSGP) | 0.0 | $588k | +2% | 8.2k | 71.59 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $585k | -94% | 1.3k | 444.68 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $584k | NEW | 12k | 47.83 |
|
| Elf Beauty (ELF) | 0.0 | $573k | +11% | 4.6k | 125.55 |
|
| Nmi Hldgs Inc cl a (NMIH) | 0.0 | $570k | +8% | 16k | 36.76 |
|
| Verra Mobility Corp Cl A Com Stk (VRRM) | 0.0 | $569k | +11% | 24k | 24.18 |
|
| BorgWarner (BWA) | 0.0 | $568k | +5% | 18k | 31.79 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $567k | +2% | 1.1k | 520.23 |
|
| Nucor Corporation (NUE) | 0.0 | $556k | +3% | 4.8k | 116.71 |
|
| Danaher Corporation (DHR) | 0.0 | $554k | +2% | 2.4k | 229.55 |
|
| SPS Commerce (SPSC) | 0.0 | $552k | +6% | 3.0k | 183.99 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $523k | -4% | 5.7k | 91.13 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $523k | -10% | 19k | 28.15 |
|
| Woodside Energy Group Sponsored Adr (WDS) | 0.0 | $520k | -8% | 33k | 15.60 |
|
| Cimpress Shs Euro (CMPR) | 0.0 | $509k | +12% | 7.1k | 71.72 |
|
| FormFactor (FORM) | 0.0 | $498k | +13% | 11k | 44.00 |
|
| Novanta (NOVT) | 0.0 | $495k | +9% | 3.2k | 152.77 |
|
| Atlanta Braves Hldgs Com Ser C (BATRK) | 0.0 | $495k | +8% | 13k | 38.26 |
|
| Entegris (ENTG) | 0.0 | $485k | +5% | 4.9k | 99.06 |
|
| Skyward Specialty Insurance Gr (SKWD) | 0.0 | $478k | NEW | 9.4k | 50.54 |
|
| Weatherford Intl Ord Shs (WFRD) | 0.0 | $448k | +11% | 6.3k | 71.63 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $447k | NEW | 17k | 26.38 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $429k | NEW | 4.8k | 88.79 |
|
| Sterling Construction Company (STRL) | 0.0 | $429k | NEW | 2.5k | 168.45 |
|
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.0 | $424k | NEW | 1.6k | 259.74 |
|
| Bofi Holding (AX) | 0.0 | $387k | NEW | 5.5k | 69.85 |
|
| Turning Pt Brands (TPB) | 0.0 | $383k | +16% | 6.4k | 60.10 |
|
| Tenet Healthcare Corp Com New (THC) | 0.0 | $308k | +18% | 2.4k | 126.23 |
|
| L3harris Technologies (LHX) | 0.0 | $298k | -93% | 1.4k | 210.28 |
|
| Interface (TILE) | 0.0 | $272k | NEW | 11k | 24.35 |
|
| Brinker International (EAT) | 0.0 | $270k | NEW | 2.0k | 132.29 |
|
| Teck Resources CL B (TECK) | 0.0 | $267k | -6% | 6.6k | 40.53 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $261k | +19% | 2.5k | 103.32 |
|
| Pjt Partners Com Cl A (PJT) | 0.0 | $260k | NEW | 1.6k | 157.81 |
|
| Bioventus Com Cl A (BVS) | 0.0 | $251k | 24k | 10.50 |
|
|
| Astrana Health Com New (ASTH) | 0.0 | $251k | +21% | 7.9k | 31.53 |
|
| Mr Cooper Group (COOP) | 0.0 | $246k | +17% | 2.6k | 96.01 |
|
| Virtu Finl Cl A (VIRT) | 0.0 | $245k | NEW | 6.9k | 35.68 |
|
| Axis Cap Hldgs SHS (AXS) | 0.0 | $233k | NEW | 2.6k | 88.62 |
|
| Nrg Energy Com New (NRG) | 0.0 | $228k | NEW | 2.5k | 90.22 |
|
| Ge Aerospace Com New (GE) | 0.0 | $227k | +5% | 1.4k | 166.79 |
|
| Equinix (EQIX) | 0.0 | $220k | -94% | 233.00 | 942.89 |
|
| ACI Worldwide (ACIW) | 0.0 | $214k | NEW | 4.1k | 51.91 |
|
| Matson (MATX) | 0.0 | $212k | NEW | 1.6k | 134.84 |
|
| Bk Nova Cad (BNS) | 0.0 | $211k | +6% | 3.9k | 53.72 |
|
| Catalyst Pharmaceutical Partners (CPRX) | 0.0 | $210k | NEW | 10k | 20.87 |
|
| Kkr & Co (KKR) | 0.0 | $208k | NEW | 1.4k | 147.91 |
|
| Cheesecake Factory Incorporated (CAKE) | 0.0 | $208k | NEW | 4.4k | 47.44 |
|
| Ingredion Incorporated (INGR) | 0.0 | $208k | NEW | 1.5k | 137.56 |
|
| CRH Ord (CRH) | 0.0 | $206k | NEW | 2.2k | 92.52 |
|
| O'reilly Automotive (ORLY) | 0.0 | $202k | NEW | 170.00 | 1185.80 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $202k | NEW | 710.00 | 283.85 |
|
| Willdan (WLDN) | 0.0 | $201k | NEW | 5.3k | 38.09 |
|
| Cactus Cl A (WHD) | 0.0 | $201k | NEW | 3.4k | 58.36 |
|
| Vale S A Sponsored Ads (VALE) | 0.0 | $194k | -7% | 22k | 8.87 |
|
Past Filings by Moran Wealth Management
SEC 13F filings are viewable for Moran Wealth Management going back to 2022
- Moran Wealth Management 2024 Q4 filed Feb. 7, 2025
- 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