Moran Wealth Management

Latest statistics and disclosures from Moran Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AVGO, PH, NVDA, TT, EOG, and represent 7.98% of Moran Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: RSP (+$41M), FTI (+$15M), CASY (+$14M), WMB (+$12M), BR (+$11M), NOW (+$7.0M), IQV (+$6.9M), VONV (+$6.8M), V (+$6.6M), ZM (+$5.7M).
  • Started 86 new stock positions in CURB, HRTG, ECG, GAP, SNDK, STOK, DBD, EIX, OPFI, PAHC.
  • Reduced shares in these 10 stocks: GRMN (-$25M), FIX (-$23M), CL (-$15M), PGR (-$12M), WRB (-$12M), TSM (-$11M), DXCM (-$10M), TEL (-$10M), PH (-$9.8M), TKO (-$8.2M).
  • Sold out of its positions in ABT, ALL, AME, ANDE, APP, ACHR, ADP, AN, AVAH, WRB.
  • Moran Wealth Management was a net seller of stock by $-20M.
  • Moran Wealth Management has $3.3B in assets under management (AUM), dropping by 0.13%.
  • Central Index Key (CIK): 0001965334

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Portfolio Holdings for Moran Wealth Management

Moran Wealth Management holds 474 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Broadcom (AVGO) 1.8 $59M -7% 189k 309.51
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Parker-Hannifin Corporation (PH) 1.7 $56M -14% 62k 895.23
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NVIDIA Corporation (NVDA) 1.7 $55M 313k 174.40
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Trane Technologies SHS (TT) 1.5 $48M -3% 115k 416.74
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EOG Resources (EOG) 1.3 $44M +4% 302k 144.57
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.3 $42M +4499% 218k 191.92
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 1.3 $42M -21% 123k 337.95
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Howmet Aerospace (HWM) 1.1 $36M -10% 158k 230.46
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Microsoft Corporation (MSFT) 1.0 $34M -5% 92k 370.17
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Caterpillar (CAT) 1.0 $34M -14% 47k 708.46
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Williams-Sonoma (WSM) 1.0 $32M -12% 173k 182.33
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Ameriprise Financial (AMP) 1.0 $31M +4% 70k 444.39
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At&t (T) 0.9 $29M 1.0M 28.99
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Zoetis Cl A (ZTS) 0.9 $29M +21% 247k 118.22
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Cadence Design Systems (CDNS) 0.9 $29M -13% 105k 277.87
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FedEx Corporation (FDX) 0.8 $27M -14% 75k 356.18
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Merck & Co (MRK) 0.8 $27M -7% 220k 120.29
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Paccar (PCAR) 0.8 $26M -6% 221k 115.50
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Visa Com Cl A (V) 0.8 $26M +34% 85k 302.24
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JPMorgan Chase & Co. (JPM) 0.8 $26M -2% 87k 294.16
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Linde SHS (LIN) 0.8 $26M -13% 51k 495.76
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Lockheed Martin Corporation (LMT) 0.8 $25M -9% 42k 604.40
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Amphenol Corp Cl A (APH) 0.8 $25M -4% 196k 126.35
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $24M -8% 83k 287.56
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NetApp (NTAP) 0.7 $23M -7% 225k 102.39
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Cme (CME) 0.7 $23M +19% 78k 295.35
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Arista Networks Com Shs (ANET) 0.7 $22M -2% 183k 122.78
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Johnson & Johnson (JNJ) 0.7 $22M +15% 91k 244.44
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Alphabet Cap Stk Cl C (GOOG) 0.7 $22M -10% 77k 286.86
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Texas Instruments Incorporated (TXN) 0.7 $22M -6% 112k 194.14
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Republic Services (RSG) 0.7 $22M -5% 98k 219.02
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Progressive Corporation (PGR) 0.7 $21M -36% 108k 198.24
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Cisco Systems (CSCO) 0.7 $21M 275k 77.59
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Quest Diagnostics Incorporated (DGX) 0.7 $21M +4% 108k 195.98
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Casey's General Stores (CASY) 0.6 $21M +183% 29k 727.88
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AFLAC Incorporated (AFL) 0.6 $21M -5% 188k 109.71
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Meta Platforms Cl A (META) 0.6 $21M +5% 36k 572.13
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McKesson Corporation (MCK) 0.6 $20M 23k 865.36
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Motorola Solutions Com New (MSI) 0.6 $20M +12% 47k 433.97
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Wal-Mart Stores (WMT) 0.6 $20M 161k 124.28
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Eaton Corp SHS (ETN) 0.6 $20M -11% 54k 357.67
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Procter & Gamble Company (PG) 0.6 $19M +7% 135k 144.44
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Amazon (AMZN) 0.6 $19M +10% 92k 208.27
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Lam Research Corp Com New (LRCX) 0.6 $19M -2% 89k 213.66
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Chevron Corporation (CVX) 0.6 $19M -4% 90k 206.90
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Kroger (KR) 0.6 $19M 257k 72.36
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AmerisourceBergen (COR) 0.6 $19M -9% 59k 314.14
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Pulte (PHM) 0.6 $19M -8% 157k 117.61
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Quanta Services (PWR) 0.6 $18M -23% 33k 549.02
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Iron Mountain (IRM) 0.5 $18M -11% 173k 102.14
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MasTec (MTZ) 0.5 $18M -15% 55k 321.74
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American Express Company (AXP) 0.5 $18M -4% 58k 302.48
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Applied Materials (AMAT) 0.5 $17M -20% 51k 341.79
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Garmin SHS (GRMN) 0.5 $17M -58% 75k 232.01
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Monolithic Power Systems (MPWR) 0.5 $17M 16k 1093.35
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Emcor (EME) 0.5 $16M -5% 22k 738.32
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $16M -3% 34k 479.20
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Penske Automotive (PAG) 0.5 $16M -28% 107k 149.52
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Lowe's Companies (LOW) 0.5 $16M +3% 67k 236.28
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Intuit (INTU) 0.5 $16M +4% 36k 432.38
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Comfort Systems USA (FIX) 0.5 $16M -59% 11k 1378.99
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Blackstone Group Inc Com Cl A (BX) 0.5 $16M -3% 136k 114.95
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Pepsi (PEP) 0.5 $15M +12% 99k 155.29
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Wabtec Corporation (WAB) 0.5 $15M -13% 61k 249.91
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Costco Wholesale Corporation (COST) 0.5 $15M +21% 15k 996.40
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Kla Corp Com New (KLAC) 0.5 $15M -14% 10k 1472.41
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Stifel Financial (SF) 0.5 $15M +49% 204k 73.92
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Technipfmc (FTI) 0.4 $15M NEW 211k 69.13
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Petroleo Brasileiro S A Sponsored Adr (PBR) 0.4 $15M +30% 700k 20.75
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Mastercard Incorporated Cl A (MA) 0.4 $14M -2% 29k 499.66
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Sba Communications Corp Cl A (SBAC) 0.4 $14M +6% 82k 172.11
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Rollins (ROL) 0.4 $14M -10% 262k 53.41
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Ss&c Technologies Holding (SSNC) 0.4 $14M -6% 206k 67.57
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Ingersoll Rand (IR) 0.4 $14M -9% 172k 80.12
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Iqvia Holdings (IQV) 0.4 $14M +100% 80k 170.53
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Ishares Msci Brazil Etf (EWZ) 0.4 $14M +12% 357k 38.39
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Spotify Technology S A SHS (SPOT) 0.4 $14M -20% 28k 484.91
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Apple (AAPL) 0.4 $13M +10% 53k 253.79
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Home Depot (HD) 0.4 $13M +10% 40k 328.89
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Cigna Corp (CI) 0.4 $13M +11% 48k 266.75
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Medtronic SHS (MDT) 0.4 $13M -3% 147k 86.65
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Exxon Mobil Corporation (XOM) 0.4 $13M -8% 75k 169.66
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $13M +42% 133k 94.24
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Toll Brothers (TOL) 0.4 $12M +12% 90k 136.47
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Williams Companies (WMB) 0.4 $12M NEW 167k 72.78
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Monster Beverage Corp (MNST) 0.4 $12M -7% 166k 72.46
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Palo Alto Networks (PANW) 0.4 $12M +11% 74k 160.32
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Itt (ITT) 0.4 $12M -6% 62k 190.53
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Global X Fds Glbx Msci Colum (COLO) 0.4 $12M +7% 295k 39.56
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T. Rowe Price (TROW) 0.4 $12M 128k 90.14
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Netflix (NFLX) 0.3 $11M -13% 119k 96.15
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SYSCO Corporation (SYY) 0.3 $11M -4% 159k 71.33
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Packaging Corporation of America (PKG) 0.3 $11M -3% 53k 212.22
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Interactive Brokers Group In Com Cl A (IBKR) 0.3 $11M +62% 166k 67.07
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Sprouts Fmrs Mkt (SFM) 0.3 $11M +11% 144k 77.13
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Broadridge Financial Solutions (BR) 0.3 $11M NEW 68k 162.48
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Bhp Billiton Sponsored Ads (BHP) 0.3 $11M +9% 152k 72.74
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Corpay Com Shs (CPAY) 0.3 $11M +77% 38k 291.00
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Rio Tinto Sponsored Adr (RIO) 0.3 $11M +8% 118k 93.29
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Barrick Mng Corp Com Shs (B) 0.3 $11M +91% 267k 40.74
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Anthem (ELV) 0.3 $11M +14% 37k 292.75
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Fortinet (FTNT) 0.3 $11M +16% 131k 81.72
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Ross Stores (ROST) 0.3 $11M +48% 49k 216.63
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Flextronics Intl Ord (FLEX) 0.3 $10M -8% 159k 65.46
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Eli Lilly & Co. (LLY) 0.3 $10M +6% 11k 919.77
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S&p Global (SPGI) 0.3 $10M -7% 24k 425.34
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Jabil Circuit (JBL) 0.3 $10M -2% 39k 265.63
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Carlisle Companies (CSL) 0.3 $10M -4% 30k 333.62
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Cintas Corporation (CTAS) 0.3 $10M -5% 59k 169.18
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Diamondback Energy (FANG) 0.3 $9.9M +5% 50k 197.79
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ResMed (RMD) 0.3 $9.8M -4% 44k 224.50
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Paypal Holdings (PYPL) 0.3 $9.8M +62% 217k 45.23
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $9.6M +48% 314k 30.68
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General Mills (GIS) 0.3 $9.6M +9% 259k 37.22
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General Dynamics Corporation (GD) 0.3 $9.4M -2% 28k 343.22
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Ishares Msci Italy Etf (EWI) 0.3 $9.4M +13% 176k 53.42
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British Amern Tob Sponsored Adr (BTI) 0.3 $9.4M +5% 161k 58.47
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Texas Roadhouse (TXRH) 0.3 $9.4M -5% 57k 165.14
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Blackrock (BLK) 0.3 $9.4M 9.8k 961.71
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Tradeweb Mkts Cl A (TW) 0.3 $9.2M +8% 78k 117.66
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SLB Com Stk (SLB) 0.3 $9.2M +29% 179k 51.39
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Autodesk (ADSK) 0.3 $9.1M 38k 239.40
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Snap-on Incorporated (SNA) 0.3 $9.0M 25k 363.20
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Ishares Msci Spain Etf (EWP) 0.3 $9.0M +18% 166k 54.31
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Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.3 $9.0M +8% 528k 16.97
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Us Foods Hldg Corp call (USFD) 0.3 $8.8M -3% 96k 92.21
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Celsius Hldgs Com New (CELH) 0.3 $8.8M +5% 248k 35.48
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Zoom Communications Cl A (ZM) 0.3 $8.7M +196% 108k 80.39
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Ambev Sa Sponsored Adr (ABEV) 0.3 $8.6M +29% 2.9M 2.92
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Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.3 $8.5M +10% 1.0M 8.38
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Otis Worldwide Corp (OTIS) 0.3 $8.5M 110k 77.08
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Royalty Pharma Shs Class A (RPRX) 0.3 $8.4M +28% 176k 47.97
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Ase Technology Hldg Sponsored Ads (ASX) 0.3 $8.4M 387k 21.68
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Universal Hlth Svcs CL B (UHS) 0.3 $8.4M -4% 47k 178.97
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Ishares Msci Belgium Etf (EWK) 0.3 $8.3M +18% 343k 24.31
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Old Dominion Freight Line (ODFL) 0.3 $8.3M +21% 43k 195.40
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Boston Scientific Corporation (BSX) 0.3 $8.3M -27% 132k 62.75
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CBOE Holdings (CBOE) 0.3 $8.2M 29k 281.07
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United Microelectronics Corp Spon Adr New (UMC) 0.3 $8.2M +14% 910k 8.98
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Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) 0.2 $8.0M +6% 405k 19.75
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Eagle Materials (EXP) 0.2 $8.0M 42k 189.45
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Fresenius Medical Care Sponsored Adr (FMS) 0.2 $7.8M +31% 348k 22.56
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Murphy Usa (MUSA) 0.2 $7.8M +19% 16k 493.98
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Carnival Corp Common Stock (CCL) 0.2 $7.7M +6% 297k 25.88
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Micron Technology (MU) 0.2 $7.6M -31% 23k 337.84
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Toyota Motor Corp Ads (TM) 0.2 $7.6M +19% 37k 206.08
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IDEXX Laboratories (IDXX) 0.2 $7.4M +4% 13k 561.88
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Oneok (OKE) 0.2 $7.3M -11% 81k 90.39
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $7.3M +3% 14k 522.73
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Fox Corp Cl A Com (FOXA) 0.2 $7.3M -2% 124k 58.40
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Brown Forman Corp CL B (BF.B) 0.2 $7.1M +51% 268k 26.44
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Servicenow (NOW) 0.2 $7.0M NEW 67k 104.55
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Applied Industrial Technologies (AIT) 0.2 $7.0M +86% 26k 265.31
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Chipotle Mexican Grill (CMG) 0.2 $6.9M -53% 217k 32.00
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Asml Hldg Nv N Y Registry Shs (ASML) 0.2 $6.9M 5.2k 1320.83
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FactSet Research Systems (FDS) 0.2 $6.9M +106% 32k 217.00
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Owens Corning (OC) 0.2 $6.9M +6% 64k 108.22
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Crowdstrike Hldgs Cl A (CRWD) 0.2 $6.9M +320% 18k 390.41
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $6.8M NEW 73k 93.74
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Unilever Spon Adr New (UL) 0.2 $6.8M +25% 119k 56.97
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Arch Cap Group Ord (ACGL) 0.2 $6.6M 69k 95.99
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Capital One Financial (COF) 0.2 $6.6M 36k 182.43
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Block Cl A (XYZ) 0.2 $6.5M +86% 108k 60.18
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Affiliated Managers (AMG) 0.2 $6.4M -2% 23k 276.70
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Cabot Oil & Gas Corporation (CTRA) 0.2 $6.3M -12% 178k 35.14
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Diageo Spon Adr New (DEO) 0.2 $6.2M +60% 83k 74.45
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Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.2 $6.2M +52% 138k 44.85
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Medpace Hldgs (MEDP) 0.2 $6.2M -4% 13k 480.19
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Ferguson Enterprises Common Stock New (FERG) 0.2 $6.0M 26k 233.26
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Booking Holdings (BKNG) 0.2 $6.0M -4% 1.4k 4210.32
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Cognizant Technology Solutio Cl A (CTSH) 0.2 $5.9M 96k 61.35
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Pilgrim's Pride Corporation (PPC) 0.2 $5.8M 155k 37.76
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General Motors Company (GM) 0.2 $5.8M -20% 78k 74.50
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Valmont Industries (VMI) 0.2 $5.8M -2% 15k 399.58
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Hartford Financial Services (HIG) 0.2 $5.8M 43k 135.23
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Advanced Micro Devices (AMD) 0.2 $5.8M +19% 28k 203.43
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Builders FirstSource (BLDR) 0.2 $5.7M +28% 70k 82.33
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Comcast Corp Cl A (CMCSA) 0.2 $5.7M +17% 198k 28.71
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Axon Enterprise (AXON) 0.2 $5.6M NEW 13k 424.75
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Alliance Data Systems Corporation (BFH) 0.2 $5.5M +93% 74k 74.89
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Smith & Nephew Spdn Adr New (SNN) 0.2 $5.5M +23% 173k 31.78
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Kinder Morgan (KMI) 0.2 $5.5M +3% 164k 33.53
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Uber Technologies (UBER) 0.2 $5.5M +19% 76k 71.93
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Acuity Brands (AYI) 0.2 $5.4M -3% 19k 280.21
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Waste Management (WM) 0.2 $5.3M 23k 229.79
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Post Holdings Inc Common (POST) 0.2 $5.2M NEW 53k 98.86
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Simpson Manufacturing (SSD) 0.2 $5.2M 31k 171.62
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Ingredion Incorporated (INGR) 0.2 $5.2M +15% 46k 112.66
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salesforce (CRM) 0.2 $5.2M -26% 28k 186.67
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Nu Hldgs Ord Shs Cl A (NU) 0.2 $5.2M +19% 360k 14.37
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TJX Companies (TJX) 0.2 $5.1M -8% 32k 159.70
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Lululemon Athletica (LULU) 0.2 $5.1M +6% 33k 153.08
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Abercrombie & Fitch Cl A (ANF) 0.2 $5.1M +45% 56k 91.37
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Ast Spacemobile Com Cl A (ASTS) 0.2 $5.1M -18% 61k 82.87
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Icici Bank Adr (IBN) 0.2 $5.0M +25% 193k 25.90
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Tempur-Pedic International (SGI) 0.2 $5.0M -21% 67k 73.92
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Fidelity National Information Services (FIS) 0.2 $5.0M +29% 106k 46.91
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Avery Dennison Corporation (AVY) 0.2 $4.9M -5% 29k 172.68
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LKQ Corporation (LKQ) 0.2 $4.9M 168k 29.37
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Hci (HCI) 0.2 $4.9M +120% 32k 154.61
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Stryker Corporation (SYK) 0.1 $4.9M -3% 15k 328.59
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Sap Se Spon Adr (SAP) 0.1 $4.8M +30% 28k 171.21
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International Business Machines (IBM) 0.1 $4.8M 20k 242.39
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U.S. Lime & Minerals (USLM) 0.1 $4.7M +312% 36k 130.62
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Enerpac Tool Group Corp Cl A Com (EPAC) 0.1 $4.7M NEW 128k 36.47
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Wheaton Precious Metals Corp (WPM) 0.1 $4.7M +18% 36k 131.01
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NiSource (NI) 0.1 $4.6M 99k 46.66
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Hamilton Lane Cl A (HLNE) 0.1 $4.6M 46k 99.40
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Prog Holdings Com Npv (PRG) 0.1 $4.6M +28% 159k 28.69
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On Hldg Namen Akt A (ONON) 0.1 $4.6M +1785% 134k 34.02
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Credo Technology Group Holdi Ordinary Shares (CRDO) 0.1 $4.5M NEW 48k 93.87
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Cameco Corporation (CCJ) 0.1 $4.5M +15% 41k 108.61
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Jones Lang LaSalle Incorporated (JLL) 0.1 $4.4M NEW 15k 304.32
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Coca-cola Europacific Partne SHS (CCEP) 0.1 $4.4M 49k 90.67
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Griffon Corporation (GFF) 0.1 $4.4M +15% 60k 72.68
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AECOM Technology Corporation (ACM) 0.1 $4.4M +34% 51k 84.82
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Veeva Sys Cl A Com (VEEV) 0.1 $4.3M +7% 25k 175.66
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Catalyst Pharmaceutical Partners (CPRX) 0.1 $4.2M +442% 169k 24.76
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AeroVironment (AVAV) 0.1 $4.2M NEW 23k 183.05
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Ies Hldgs (IESC) 0.1 $4.2M +151% 8.7k 476.47
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Hawkins (HWKN) 0.1 $4.1M +479% 27k 153.60
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Onespaworld Holdings Ltd onespaworld hold (OSW) 0.1 $4.1M +318% 180k 22.95
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Metropcs Communications (TMUS) 0.1 $4.1M 20k 210.03
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L3harris Technologies (LHX) 0.1 $4.1M 12k 345.15
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Sea Sponsord Ads (SE) 0.1 $4.1M +61% 49k 82.75
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Alcoa (AA) 0.1 $4.0M +22% 61k 66.33
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Atmos Energy Corporation (ATO) 0.1 $4.0M 22k 184.72
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OSI Systems (OSIS) 0.1 $3.9M +244% 15k 265.51
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Ligand Pharmaceuticals Com New (LGND) 0.1 $3.9M NEW 19k 199.65
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Coca-Cola Company (KO) 0.1 $3.8M +3% 51k 76.05
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Caci Intl Cl A (CACI) 0.1 $3.7M -4% 6.9k 543.88
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Occidental Petroleum Corporation (OXY) 0.1 $3.7M +45% 57k 65.00
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O'reilly Automotive (ORLY) 0.1 $3.7M -4% 40k 92.31
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Jack Henry & Associates (JKHY) 0.1 $3.7M -9% 23k 158.04
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Teledyne Technologies Incorporated (TDY) 0.1 $3.6M -3% 6.0k 605.01
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Loews Corporation (L) 0.1 $3.6M NEW 34k 106.74
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InterDigital (IDCC) 0.1 $3.6M +194% 12k 302.00
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Warrior Met Coal (HCC) 0.1 $3.6M +23% 38k 93.15
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Plexus (PLXS) 0.1 $3.6M -52% 18k 202.54
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Royal Gold (RGLD) 0.1 $3.5M +26% 14k 254.47
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Henry Schein (HSIC) 0.1 $3.5M 48k 73.70
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Ecolab (ECL) 0.1 $3.5M +5% 13k 266.02
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Vita Coco Co Inc/the (COCO) 0.1 $3.5M +219% 72k 47.91
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Freeport Mcmoran CL B (FCX) 0.1 $3.4M +25% 59k 58.78
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Range Resources (RRC) 0.1 $3.4M +41% 76k 45.18
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Duke Energy Corp Com New (DUK) 0.1 $3.4M +7% 26k 130.94
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Core Natural Resources Com Shs (CNR) 0.1 $3.4M +33% 33k 104.73
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Franco-Nevada Corporation (FNV) 0.1 $3.4M +31% 14k 247.05
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Regeneron Pharmaceuticals (REGN) 0.1 $3.4M -4% 4.4k 772.63
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CECO Environmental (CECO) 0.1 $3.4M +393% 57k 59.58
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SEI Investments Company (SEIC) 0.1 $3.4M -2% 43k 78.47
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First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.1 $3.3M +49% 53k 62.68
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Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.1 $3.3M -62% 66k 50.71
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $3.3M +53% 62k 52.64
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Prologis (PLD) 0.1 $3.3M -26% 25k 132.18
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Chesapeake Energy Corp (EXE) 0.1 $3.3M +41% 30k 109.78
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Agnico (AEM) 0.1 $3.2M +14% 16k 202.98
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Hldgs (UAL) 0.1 $3.2M NEW 35k 92.07
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Cirrus Logic (CRUS) 0.1 $3.2M -51% 22k 144.62
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Generac Holdings (GNRC) 0.1 $3.2M -9% 16k 195.32
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $3.2M 36k 88.70
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Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $3.1M +52% 63k 49.69
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Neurocrine Biosciences (NBIX) 0.1 $3.1M NEW 24k 131.74
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $3.0M +62% 99k 30.32
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Roku Com Cl A (ROKU) 0.1 $3.0M NEW 32k 94.62
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Peabody Energy (BTU) 0.1 $3.0M +22% 90k 32.95
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Dynatrace Com New (DT) 0.1 $2.9M -31% 79k 36.98
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Equinox Gold Corp equities (EQX) 0.1 $2.9M +30% 199k 14.40
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Tri Pointe Homes (TPH) 0.1 $2.8M 60k 46.73
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Alamos Gold Com Cl A (AGI) 0.1 $2.8M +26% 62k 44.35
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Topbuild (BLD) 0.1 $2.7M -7% 7.8k 351.32
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Exelixis (EXEL) 0.1 $2.7M -7% 64k 42.89
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UniFirst Corporation (UNF) 0.1 $2.7M -47% 11k 251.59
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Terex Corporation (TEX) 0.1 $2.7M +9% 46k 59.10
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Devon Energy Corporation (DVN) 0.1 $2.7M +25% 53k 50.32
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Dutch Bros Cl A (BROS) 0.1 $2.7M -2% 53k 50.66
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Newmont Mining Corporation (NEM) 0.1 $2.7M +27% 25k 108.25
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Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.1 $2.6M +296% 52k 49.37
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Sibanye Stillwater Sponsored Adr (SBSW) 0.1 $2.6M +28% 207k 12.32
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Neos Etf Trust Nasdaq 100 Hdgd (QQQH) 0.1 $2.5M +294% 50k 51.25
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Tetra Tech (TTEK) 0.1 $2.5M -49% 84k 30.12
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Antero Res (AR) 0.1 $2.5M +34% 60k 42.44
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Sanmina (SANM) 0.1 $2.5M -8% 19k 129.64
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Nutrien (NTR) 0.1 $2.5M +28% 33k 75.25
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Equinix (EQIX) 0.1 $2.4M -26% 2.5k 980.24
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Kontoor Brands (KTB) 0.1 $2.4M +13% 34k 70.29
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Ufp Industries (UFPI) 0.1 $2.4M -50% 26k 92.12
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Steven Madden (SHOO) 0.1 $2.4M -8% 69k 33.92
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Global X Fds Lithium Btry Etf (LIT) 0.1 $2.4M 32k 74.35
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Cabot Corporation (CBT) 0.1 $2.3M -36% 31k 75.31
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $2.3M -76% 16k 138.37
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Global X Fds Artificial Etf (AIQ) 0.1 $2.2M +27% 47k 46.67
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Intuitive Surgical Com New (ISRG) 0.1 $2.2M -5% 4.7k 460.99
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Enova Intl (ENVA) 0.1 $2.2M -53% 16k 135.83
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Visteon Corp Com New (VC) 0.1 $2.2M 24k 91.11
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Amplify Etf Tr Onlin Retl Etf (IBUY) 0.1 $2.2M +41% 35k 62.52
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Donnelley Finl Solutions (DFIN) 0.1 $2.1M +2% 46k 47.14
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Broadstone Net Lease (BNL) 0.1 $2.1M NEW 117k 18.27
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Ishares Tr Future Ai & Tech (ARTY) 0.1 $2.1M +22% 46k 46.53
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Korn Ferry Com New (KFY) 0.1 $2.1M NEW 34k 62.96
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Victory Cap Hldgs Inc Del Com Cl A (VCTR) 0.1 $2.1M +2% 32k 65.48
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Palomar Hldgs (PLMR) 0.1 $2.1M -3% 18k 119.50
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Apogee Enterprises (APOG) 0.1 $2.1M -25% 63k 33.54
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Mosaic (MOS) 0.1 $2.1M +65% 83k 25.50
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Global X Fds Fintech Etf (FINX) 0.1 $2.1M +71% 90k 23.10
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PC Connection (CNXN) 0.1 $2.0M +26% 35k 58.46
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Prestige Brands Holdings (PBH) 0.1 $2.0M NEW 34k 59.27
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ACI Worldwide (ACIW) 0.1 $2.0M +3% 50k 41.01
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Nmi Hldgs Inc cl a (NMIH) 0.1 $2.0M +3% 54k 37.51
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Innospec (IOSP) 0.1 $2.0M -35% 27k 73.02
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Euronet Worldwide (EEFT) 0.1 $2.0M -16% 30k 66.37
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Halozyme Therapeutics (HALO) 0.1 $2.0M -14% 31k 64.63
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Lazard Ltd Shs -a - (LAZ) 0.1 $2.0M 46k 42.48
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Vaneck Etf Trust Uranium And Nucl (NLR) 0.1 $1.9M +80% 15k 133.19
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Viavi Solutions Inc equities (VIAV) 0.1 $1.9M -10% 58k 33.28
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Etf Ser Solutions Defiance Connect (SIXG) 0.1 $1.9M +20% 28k 68.18
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Moelis & Co Cl A (MC) 0.1 $1.9M 33k 57.00
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Dex (DXCM) 0.1 $1.9M -84% 30k 62.81
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Addus Homecare Corp (ADUS) 0.1 $1.9M +10% 20k 93.65
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Artisan Partners Asset Mgmt Cl A (APAM) 0.1 $1.8M +26% 51k 36.39
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Global X Fds Internet Of Thng (SNSR) 0.1 $1.8M +5% 49k 37.27
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Zebra Technologies Corporati Cl A (ZBRA) 0.1 $1.8M +35% 8.5k 209.08
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Ishares Tr Ishares Semicdtr (SOXX) 0.1 $1.8M NEW 5.4k 328.66
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First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.1 $1.7M +36% 11k 163.58
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Simon Property (SPG) 0.1 $1.7M -29% 9.3k 186.53
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Neos Etf Trust Real Estate High (IYRI) 0.1 $1.7M +287% 36k 47.29
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Tesla Motors (TSLA) 0.1 $1.7M +32% 4.6k 371.75
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Southern Copper Corporation (SCCO) 0.1 $1.7M +22% 9.8k 172.06
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Vale S A Sponsored Ads (VALE) 0.1 $1.7M +34% 106k 15.91
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Affirm Hldgs Com Cl A (AFRM) 0.1 $1.6M NEW 36k 45.82
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Alps Etf Tr Med Breakthgh (SBIO) 0.0 $1.5M +39% 29k 52.34
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Neos Etf Trust Russell 2000 Hig (IWMI) 0.0 $1.5M +283% 32k 47.40
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Global X Fds Millennial Consu (MILN) 0.0 $1.5M 37k 40.65
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Sterling Construction Company (STRL) 0.0 $1.5M -11% 3.6k 407.27
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Universal Technical Institute (UTI) 0.0 $1.4M +49% 40k 36.10
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Adeia (ADEA) 0.0 $1.4M NEW 59k 24.03
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Exchange Traded Concepts Tru Emqq The Emergin (EMQQ) 0.0 $1.4M +54% 42k 33.08
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Amplify Etf Tr Blockchain Techn (BLOK) 0.0 $1.4M +60% 28k 49.81
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Louisiana-Pacific Corporation (LPX) 0.0 $1.3M +70% 18k 72.73
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Stoke Therapeutics (STOK) 0.0 $1.3M NEW 41k 32.56
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Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $1.3M +79% 49k 26.42
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $1.3M +9% 8.6k 148.10
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Primoris Services (PRIM) 0.0 $1.2M -23% 8.6k 143.04
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Bank of America Corporation (BAC) 0.0 $1.2M 25k 48.75
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Crispr Therapeutics Namen Akt (CRSP) 0.0 $1.2M +52% 25k 47.57
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Caretrust Reit (CTRE) 0.0 $1.2M -39% 33k 36.65
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Toast Cl A (TOST) 0.0 $1.2M NEW 45k 26.51
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Nuscale Pwr Corp Cl A Com (SMR) 0.0 $1.2M +262% 109k 10.84
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Regency Centers Corporation (REG) 0.0 $1.2M -31% 15k 75.68
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First Tr Exchange-traded Cloud Computing (SKYY) 0.0 $1.2M +17% 11k 109.36
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Knowles (KN) 0.0 $1.1M +63% 45k 25.68
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Imax Corp Cad (IMAX) 0.0 $1.1M +59% 30k 38.01
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First Industrial Realty Trust (FR) 0.0 $1.1M -33% 20k 57.85
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Inventrust Pptys Corp Com New (IVT) 0.0 $1.1M -29% 37k 30.47
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WisdomTree Investments (WT) 0.0 $1.1M +46% 76k 14.56
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Adtalem Global Ed (CVSA) 0.0 $1.1M +52% 9.6k 115.25
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Solaris Energy Infras Com Cl A (SEI) 0.0 $1.1M +65% 19k 56.51
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Essential Properties Realty reit (EPRT) 0.0 $1.1M -31% 36k 30.36
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Agree Realty Corporation (ADC) 0.0 $1.1M -28% 14k 75.38
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Public Storage (PSA) 0.0 $1.1M -32% 4.0k 270.88
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Host Hotels & Resorts (HST) 0.0 $1.1M -27% 56k 19.16
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EastGroup Properties (EGP) 0.0 $1.1M -18% 5.8k 185.09
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Global X Fds Global X Uranium (URA) 0.0 $1.1M -7% 22k 48.43
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AZZ Incorporated (AZZ) 0.0 $1.1M NEW 8.4k 125.13
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $1.0M +30% 36k 29.13
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VSE Corporation (VSEC) 0.0 $1.0M +7% 5.4k 184.40
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Terreno Realty Corporation (TRNO) 0.0 $1.0M -23% 16k 61.42
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Proshares Tr Proshares S&p (ION) 0.0 $999k NEW 18k 56.57
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Union Pacific Corporation (UNP) 0.0 $998k +4% 4.1k 242.62
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Equity Lifestyle Properties (ELS) 0.0 $994k -20% 16k 62.42
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Stag Industrial (STAG) 0.0 $977k -25% 27k 36.06
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Power Solutions Intl Com New (PSIX) 0.0 $970k +78% 16k 60.88
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Lifestance Health Group (LFST) 0.0 $953k NEW 150k 6.37
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AvalonBay Communities (AVB) 0.0 $947k -24% 5.8k 163.35
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Equity Residential Sh Ben Int (EQR) 0.0 $947k -20% 16k 59.15
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Cubesmart (CUBE) 0.0 $945k -21% 26k 36.65
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Allied Motion Technologies (ALNT) 0.0 $937k NEW 16k 59.09
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Camden Ppty Tr Sh Ben Int (CPT) 0.0 $934k -23% 9.6k 97.66
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Mid-America Apartment (MAA) 0.0 $916k -19% 7.5k 122.12
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Cavco Industries (CVCO) 0.0 $866k +3% 1.8k 484.29
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Joby Aviation Common Stock (JOBY) 0.0 $864k +137% 105k 8.26
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Cousins Pptys Com New (CUZ) 0.0 $863k -28% 38k 22.56
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $850k +138% 1.4k 597.55
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Dave Class A Com New (DAVE) 0.0 $846k +7% 4.9k 174.09
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Huron Consulting (HURN) 0.0 $823k +25% 6.5k 127.49
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Avepoint Com Cl A (AVPT) 0.0 $802k +53% 84k 9.51
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Rexford Industrial Realty Inc reit (REXR) 0.0 $747k -16% 23k 32.73
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Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $733k +66% 6.2k 118.62
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $722k +98% 19k 38.42
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Vertiv Holdings Com Cl A (VRT) 0.0 $667k NEW 2.7k 250.58
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $662k +8% 23k 29.08
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $637k NEW 6.0k 106.01
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Ge Vernova (GEV) 0.0 $594k +69% 681.00 872.90
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Palantir Technologies Cl A (PLTR) 0.0 $566k +57% 3.9k 146.28
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Analog Devices (ADI) 0.0 $534k NEW 1.7k 318.14
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Welltower Inc Com reit (WELL) 0.0 $522k -10% 2.6k 197.71
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Amentum Holdings (AMTM) 0.0 $511k NEW 20k 26.08
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Phibro Animal Health Corp Cl A Com (PAHC) 0.0 $501k NEW 9.1k 55.31
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Curbline Pptys Corp (CURB) 0.0 $494k NEW 19k 25.79
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Fiserv (FISV) 0.0 $458k -16% 8.2k 55.80
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Ishares Msci Emrg Chn (EMXC) 0.0 $445k +14% 5.7k 78.66
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Solstice Advanced Matls Com Shs (SOLS) 0.0 $412k NEW 5.4k 76.16
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Corning Incorporated (GLW) 0.0 $408k NEW 3.0k 135.97
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Everus Constr Group (ECG) 0.0 $389k NEW 3.3k 118.06
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Forum Energy Technologies In (FET) 0.0 $372k NEW 6.3k 58.66
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Synopsys (SNPS) 0.0 $362k -22% 912.00 396.48
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Keysight Technologies (KEYS) 0.0 $352k -47% 1.2k 282.37
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $349k +20% 2.4k 145.74
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Qnity Electronics Common Stock (Q) 0.0 $344k NEW 3.0k 115.38
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Ge Aerospace Com New (GE) 0.0 $337k -24% 1.2k 283.77
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Sandisk Corp (SNDK) 0.0 $333k NEW 524.00 635.34
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Entergy Corporation (ETR) 0.0 $330k -15% 2.9k 112.37
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Costamare Bulkers Hldgs Com Shs (CMDB) 0.0 $317k +74% 21k 15.47
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Digi International (DGII) 0.0 $302k NEW 6.3k 48.20
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Charles Schwab Corporation (SCHW) 0.0 $300k NEW 3.2k 93.98
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Brightspring Health Svcs (BTSG) 0.0 $295k +9% 6.9k 42.61
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Millrose Pptys Com Cl A (MRP) 0.0 $293k NEW 11k 28.00
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Heritage Ins Hldgs (HRTG) 0.0 $289k NEW 11k 26.25
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Southwest Gas Corporation (SWX) 0.0 $288k NEW 3.3k 86.90
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Concentra Group Holdings Par Common Stock (CON) 0.0 $288k NEW 13k 21.45
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $287k NEW 3.0k 97.23
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Cibc Cad (CM) 0.0 $286k -25% 3.0k 94.75
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UnitedHealth (UNH) 0.0 $286k -4% 1.1k 270.59
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Magnum Ice Cream Co Nv Ord Shs (MICC) 0.0 $283k -6% 19k 14.64
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Janus Henderson Group Ord Shs (JHG) 0.0 $282k +10% 5.5k 51.37
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Costamare SHS (CMRE) 0.0 $282k NEW 17k 16.90
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Gci Liberty Com Ser A (GLIBA) 0.0 $281k NEW 7.6k 36.86
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Pbf Energy Cl A (PBF) 0.0 $281k NEW 5.9k 47.62
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Orion Marine (ORN) 0.0 $277k NEW 25k 10.90
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Tactile Systems Technology, In (TCMD) 0.0 $276k NEW 11k 26.13
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Liberty Live Holdings Com Ser A (LLYVA) 0.0 $274k NEW 3.0k 91.64
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Western Digital (WDC) 0.0 $273k NEW 1.0k 270.48
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Constellium Se Cl A Shs (CSTM) 0.0 $271k +6% 11k 24.58
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Cbre Group Cl A (CBRE) 0.0 $269k -6% 2.0k 135.45
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Edison International (EIX) 0.0 $265k NEW 3.6k 73.18
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Samsara Com Cl A (IOT) 0.0 $263k +7% 8.3k 31.69
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Millicom Intl Cellular S A Com Stk (TIGO) 0.0 $262k NEW 3.5k 74.94
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Ubiquiti (UI) 0.0 $259k NEW 328.00 790.29
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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.0 $257k +23% 2.3k 112.11
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Dominion Resources (D) 0.0 $255k NEW 4.1k 61.82
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Century Aluminum Company (CENX) 0.0 $249k NEW 4.2k 58.69
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Ultra Clean Holdings (UCTT) 0.0 $249k NEW 4.0k 62.18
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EQT Corporation (EQT) 0.0 $248k -52% 3.9k 63.64
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Gigacloud Technology Class A Ord (GCT) 0.0 $247k NEW 5.4k 45.38
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Worthington Stl Com Shs (WS) 0.0 $244k NEW 8.0k 30.35
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Coherent Corp (COHR) 0.0 $242k NEW 1.0k 238.14
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Oracle Corporation (ORCL) 0.0 $240k -24% 1.6k 147.11
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Resolute Hldgs Mgmt (RHLD) 0.0 $238k NEW 1.5k 162.30
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Seaport Entmt Group Common Stock (SEG) 0.0 $235k NEW 11k 21.48
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Solventum Corp Com Shs (SOLV) 0.0 $233k NEW 3.6k 65.30
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DaVita (DVA) 0.0 $232k NEW 1.5k 153.69
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Ezcorp Cl A Non Vtg (EZPW) 0.0 $231k NEW 9.1k 25.38
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Angi Cl A New (ANGI) 0.0 $229k +148% 34k 6.85
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Ralliant Corp (RAL) 0.0 $227k NEW 5.5k 41.59
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Anaptysbio Inc Common (ANAB) 0.0 $225k NEW 4.1k 55.46
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Snowflake Com Shs (SNOW) 0.0 $225k 1.5k 150.82
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Benchmark Electronics (BHE) 0.0 $225k NEW 4.0k 56.06
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Danaher Corporation (DHR) 0.0 $222k -52% 1.2k 189.60
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Federated Hermes CL B (FHI) 0.0 $220k NEW 3.9k 56.71
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Mongodb Cl A (MDB) 0.0 $219k -7% 893.00 244.77
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Diebold Nixdorf Com Shs (DBD) 0.0 $218k NEW 2.9k 75.44
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Scorpio Tankers SHS (STNG) 0.0 $216k NEW 2.9k 74.66
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Graham Corporation (GHM) 0.0 $216k NEW 2.7k 78.92
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Vectrus (VVX) 0.0 $215k NEW 3.1k 68.50
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Kaiser Aluminium Corporation Com Par $0.01 (KALU) 0.0 $214k NEW 1.8k 120.51
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Inhibrx Biosciences (INBX) 0.0 $213k NEW 3.2k 67.23
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Versant Media Group Com Cl A (VSNT) 0.0 $212k NEW 5.7k 37.02
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Ringcentral Cl A (RNG) 0.0 $209k NEW 5.6k 37.19
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Carvana Cl A (CVNA) 0.0 $209k NEW 664.00 314.38
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Ralph Lauren Corp Cl A (RL) 0.0 $206k NEW 600.00 343.99
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United Fire & Casualty (UFCS) 0.0 $204k NEW 5.5k 37.06
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Gap (GAP) 0.0 $204k NEW 8.4k 24.20
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Uipath Cl A (PATH) 0.0 $160k NEW 14k 11.10
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Oppfi Com Cl A (OPFI) 0.0 $84k NEW 11k 7.71
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Past Filings by Moran Wealth Management

SEC 13F filings are viewable for Moran Wealth Management going back to 2022