Moran Wealth Management
Latest statistics and disclosures from Moran Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CDNS, PH, NVO, TT, MRK, and represent 8.27% of Moran Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SNA (+$17M), EG (+$14M), SPY (+$14M), IT (+$13M), INTC (+$12M), SPGI (+$12M), COR (+$11M), OLLI (+$11M), NVDA (+$11M), AZO (+$11M).
- Started 97 new stock positions in ADP, Cymabay Therapeutics, SPG, NOW, LRCX, OLLI, DEO, T, WELL, FORM.
- Reduced shares in these 10 stocks: , VXUS (-$23M), , HSY (-$20M), REG (-$20M), USMV (-$19M), CSCO (-$17M), DOV (-$16M), , .
- Sold out of its positions in POWW, AEHR, ARGX, AUPH, ACLS, COF, CTRE, CHK, CVX, CHCT.
- Moran Wealth Management was a net seller of stock by $-36M.
- Moran Wealth Management has $2.8B in assets under management (AUM), dropping by 8.82%.
- Central Index Key (CIK): 0001965334
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Portfolio Holdings for Moran Wealth Management
Moran Wealth Management holds 415 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Cadence Design Systems (CDNS) | 1.7 | $49M | -3% | 179k | 272.37 |
|
| Parker-Hannifin Corporation (PH) | 1.7 | $47M | -3% | 101k | 460.70 |
|
| Novo-nordisk A S Adr (NVO) | 1.6 | $46M | 448k | 103.45 |
|
|
| Trane Technologies SHS (TT) | 1.6 | $46M | -3% | 190k | 243.90 |
|
| Merck & Co (MRK) | 1.6 | $45M | +3% | 408k | 109.02 |
|
| Microsoft Corporation (MSFT) | 1.5 | $42M | 112k | 376.04 |
|
|
| Williams-Sonoma (WSM) | 1.3 | $36M | -6% | 179k | 201.78 |
|
| EOG Resources (EOG) | 1.3 | $35M | +5% | 292k | 120.95 |
|
| Celanese Corporation (CE) | 1.2 | $34M | -2% | 218k | 155.37 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $34M | +69% | 71k | 475.31 |
|
| Lockheed Martin Corporation (LMT) | 1.2 | $33M | -2% | 74k | 453.24 |
|
| Linde SHS (LIN) | 1.2 | $33M | +3% | 81k | 410.71 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $33M | +32% | 193k | 170.10 |
|
| Bhp Group Sponsored Ads (BHP) | 1.1 | $31M | +10% | 450k | 68.31 |
|
| Exxon Mobil Corporation (XOM) | 1.1 | $30M | -8% | 299k | 99.98 |
|
| Broadcom (AVGO) | 1.0 | $29M | +32% | 26k | 1116.25 |
|
| Blackstone Group Inc Com Cl A (BX) | 1.0 | $28M | -4% | 211k | 130.92 |
|
| Totalenergies Se Sponsored Ads (TTE) | 1.0 | $27M | -20% | 399k | 67.38 |
|
| Snap-on Incorporated (SNA) | 0.9 | $26M | +183% | 89k | 288.84 |
|
| Gartner (IT) | 0.9 | $25M | +98% | 56k | 451.11 |
|
| Intuit (INTU) | 0.9 | $25M | 39k | 625.03 |
|
|
| Prologis (PLD) | 0.8 | $23M | +7% | 175k | 133.30 |
|
| Molina Healthcare (MOH) | 0.8 | $23M | 64k | 361.31 |
|
|
| Msci (MSCI) | 0.8 | $23M | 40k | 565.65 |
|
|
| Chemed Corp Com Stk (CHE) | 0.8 | $23M | +13% | 39k | 584.75 |
|
| Texas Instruments Incorporated (TXN) | 0.8 | $23M | -4% | 132k | 170.46 |
|
| Ameriprise Financial (AMP) | 0.8 | $22M | -3% | 57k | 379.83 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $22M | +13% | 208k | 104.00 |
|
| Motorola Solutions Com New (MSI) | 0.8 | $22M | -3% | 69k | 313.09 |
|
| Northrop Grumman Corporation (NOC) | 0.8 | $22M | -4% | 46k | 468.14 |
|
| Deere & Company (DE) | 0.8 | $21M | -3% | 54k | 399.87 |
|
| AvalonBay Communities (AVB) | 0.8 | $21M | -5% | 114k | 187.22 |
|
| Expeditors International of Washington (EXPD) | 0.7 | $21M | 165k | 127.20 |
|
|
| Paccar (PCAR) | 0.7 | $20M | -3% | 208k | 97.65 |
|
| NetApp (NTAP) | 0.7 | $20M | -4% | 230k | 88.16 |
|
| Baker Hughes Company Cl A (BKR) | 0.7 | $20M | -5% | 591k | 34.18 |
|
| Brunswick Corporation (BC) | 0.7 | $20M | -4% | 207k | 96.75 |
|
| Atmos Energy Corporation (ATO) | 0.7 | $20M | -14% | 171k | 115.90 |
|
| Humana (HUM) | 0.7 | $20M | -3% | 43k | 457.81 |
|
| Cisco Systems (CSCO) | 0.7 | $19M | -46% | 381k | 50.52 |
|
| Garmin SHS (GRMN) | 0.7 | $19M | -3% | 149k | 128.54 |
|
| Chubb (CB) | 0.7 | $19M | -3% | 82k | 226.00 |
|
| Eaton Corp SHS (ETN) | 0.7 | $18M | -3% | 76k | 240.82 |
|
| Regeneron Pharmaceuticals (REGN) | 0.6 | $18M | 21k | 878.29 |
|
|
| salesforce (CRM) | 0.6 | $18M | -5% | 67k | 263.14 |
|
| Cdw (CDW) | 0.6 | $17M | +18% | 77k | 227.32 |
|
| AFLAC Incorporated (AFL) | 0.6 | $17M | -4% | 208k | 82.50 |
|
| Yum! Brands (YUM) | 0.6 | $17M | -20% | 130k | 130.66 |
|
| Quanta Services (PWR) | 0.6 | $17M | -5% | 78k | 215.80 |
|
| Everest Re Group (EG) | 0.6 | $17M | +491% | 47k | 353.58 |
|
| Mondelez Intl Cl A (MDLZ) | 0.6 | $16M | -6% | 225k | 72.43 |
|
| Ingersoll Rand (IR) | 0.6 | $16M | -5% | 210k | 77.34 |
|
| Hershey Company (HSY) | 0.6 | $16M | -54% | 87k | 186.44 |
|
| Caterpillar (CAT) | 0.6 | $16M | -2% | 55k | 295.67 |
|
| Iqvia Holdings (IQV) | 0.6 | $16M | -2% | 69k | 231.38 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.6 | $16M | +40% | 211k | 74.46 |
|
| Public Storage (PSA) | 0.6 | $16M | -37% | 51k | 305.00 |
|
| AmerisourceBergen (COR) | 0.5 | $15M | +285% | 75k | 205.38 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $15M | 35k | 426.51 |
|
|
| FedEx Corporation (FDX) | 0.5 | $15M | -3% | 57k | 252.97 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $14M | +128% | 101k | 140.93 |
|
| UnitedHealth (UNH) | 0.5 | $14M | -3% | 27k | 526.47 |
|
| Pulte (PHM) | 0.5 | $14M | -4% | 135k | 103.22 |
|
| Packaging Corporation of America (PKG) | 0.5 | $14M | -4% | 85k | 162.91 |
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| Howmet Aerospace (HWM) | 0.5 | $14M | 253k | 54.12 |
|
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| Adobe Systems Incorporated (ADBE) | 0.5 | $14M | -2% | 23k | 596.60 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.5 | $14M | 144k | 94.69 |
|
|
| Johnson & Johnson (JNJ) | 0.5 | $14M | -5% | 87k | 156.74 |
|
| O'reilly Automotive (ORLY) | 0.5 | $14M | -2% | 14k | 950.08 |
|
| Dollar General (DG) | 0.5 | $13M | -16% | 98k | 135.95 |
|
| Carlisle Companies (CSL) | 0.5 | $13M | -3% | 42k | 312.43 |
|
| Western Digital (WDC) | 0.5 | $13M | -5% | 249k | 52.37 |
|
| General Dynamics Corporation (GD) | 0.5 | $13M | -2% | 50k | 259.67 |
|
| Zoetis Cl A (ZTS) | 0.5 | $13M | +3% | 66k | 197.37 |
|
| Ptc (PTC) | 0.5 | $13M | -4% | 74k | 174.96 |
|
| Stellantis SHS (STLA) | 0.5 | $13M | -4% | 542k | 23.36 |
|
| Schlumberger Com Stk (SLB) | 0.4 | $13M | -4% | 240k | 52.04 |
|
| Intel Corporation (INTC) | 0.4 | $12M | NEW | 243k | 50.25 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $12M | 86k | 139.69 |
|
|
| S&p Global (SPGI) | 0.4 | $12M | NEW | 27k | 440.52 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $12M | +937% | 24k | 495.22 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $11M | -4% | 33k | 350.91 |
|
| Ametek (AME) | 0.4 | $11M | -2% | 69k | 164.89 |
|
| Lennar Corp Cl A (LEN) | 0.4 | $11M | -15% | 76k | 149.04 |
|
| FactSet Research Systems (FDS) | 0.4 | $11M | 23k | 477.05 |
|
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| Monster Beverage Corp (MNST) | 0.4 | $11M | 194k | 57.61 |
|
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| Veeva Sys Cl A Com (VEEV) | 0.4 | $11M | +2% | 58k | 192.52 |
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| Owens Corning (OC) | 0.4 | $11M | -4% | 75k | 148.23 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $11M | +7% | 27k | 406.89 |
|
| Westlake Chemical Corporation (WLK) | 0.4 | $11M | -4% | 77k | 139.96 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.4 | $11M | NEW | 141k | 75.89 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.4 | $11M | 416k | 25.52 |
|
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| AutoZone (AZO) | 0.4 | $11M | NEW | 4.1k | 2585.61 |
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| Meta Platforms Cl A (META) | 0.4 | $10M | +4% | 29k | 353.96 |
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| Itt (ITT) | 0.4 | $10M | -3% | 87k | 119.32 |
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| Dynatrace Com New (DT) | 0.4 | $10M | NEW | 187k | 54.69 |
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| Pinnacle West Capital Corporation (PNW) | 0.4 | $10M | -7% | 142k | 71.84 |
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| Sprouts Fmrs Mkt (SFM) | 0.4 | $10M | -2% | 210k | 48.11 |
|
| Monolithic Power Systems (MPWR) | 0.3 | $9.7M | +2% | 15k | 630.78 |
|
| Comfort Systems USA (FIX) | 0.3 | $9.7M | -2% | 47k | 205.67 |
|
| Darden Restaurants (DRI) | 0.3 | $9.4M | -4% | 57k | 164.30 |
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| Qualcomm (QCOM) | 0.3 | $9.4M | -52% | 65k | 144.63 |
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| Dollar Tree (DLTR) | 0.3 | $9.4M | 66k | 142.05 |
|
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| Netflix (NFLX) | 0.3 | $9.2M | NEW | 19k | 486.88 |
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| Mueller Industries (MLI) | 0.3 | $9.1M | +115% | 194k | 47.15 |
|
| Wal-Mart Stores (WMT) | 0.3 | $8.9M | -2% | 56k | 157.65 |
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| Ubs Group SHS (UBS) | 0.3 | $8.8M | NEW | 284k | 30.90 |
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| Eagle Materials (EXP) | 0.3 | $8.8M | -3% | 43k | 202.84 |
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| Oneok (OKE) | 0.3 | $8.7M | -5% | 124k | 70.22 |
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| Ufp Industries (UFPI) | 0.3 | $8.6M | -2% | 69k | 125.55 |
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| Meritage Homes Corporation (MTH) | 0.3 | $8.6M | 49k | 174.20 |
|
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| At&t (T) | 0.3 | $8.6M | NEW | 512k | 16.78 |
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| BlackRock (BLK) | 0.3 | $8.3M | -54% | 10k | 811.80 |
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| Cintas Corporation (CTAS) | 0.3 | $8.3M | -3% | 14k | 602.66 |
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| Gaming & Leisure Pptys (GLPI) | 0.3 | $8.2M | +15% | 167k | 49.35 |
|
| Dillards Cl A (DDS) | 0.3 | $8.1M | -4% | 20k | 403.65 |
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| Anthem (ELV) | 0.3 | $8.1M | -49% | 17k | 471.56 |
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| GSK Sponsored Adr (GSK) | 0.3 | $8.0M | NEW | 217k | 37.06 |
|
| Ishares Tr Msci Indonia Etf (EIDO) | 0.3 | $8.0M | NEW | 359k | 22.32 |
|
| Ishares Msci Italy Etf (EWI) | 0.3 | $8.0M | NEW | 235k | 33.93 |
|
| T. Rowe Price (TROW) | 0.3 | $7.9M | -8% | 73k | 107.69 |
|
| Murphy Usa (MUSA) | 0.3 | $7.8M | +49% | 22k | 356.56 |
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| BP Sponsored Adr (BP) | 0.3 | $7.8M | -60% | 219k | 35.40 |
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| Nutrien (NTR) | 0.3 | $7.7M | +469% | 137k | 56.62 |
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| Huntington Ingalls Inds (HII) | 0.3 | $7.7M | -3% | 30k | 259.64 |
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| Costco Wholesale Corporation (COST) | 0.3 | $7.7M | -5% | 12k | 660.08 |
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| Tetra Tech (TTEK) | 0.3 | $7.6M | 45k | 166.93 |
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| Lithia Motors (LAD) | 0.3 | $7.4M | 23k | 329.28 |
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| Rli (RLI) | 0.3 | $7.4M | 56k | 133.12 |
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| AutoNation (AN) | 0.3 | $7.3M | -4% | 49k | 150.18 |
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| Dick's Sporting Goods (DKS) | 0.3 | $7.3M | -2% | 50k | 146.95 |
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| Topbuild (BLD) | 0.3 | $7.2M | 19k | 374.26 |
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| Roper Industries (ROP) | 0.3 | $7.1M | +74% | 13k | 545.17 |
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| MasTec (MTZ) | 0.2 | $7.0M | 92k | 75.72 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.2 | $6.7M | -11% | 84k | 80.15 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $6.7M | -10% | 101k | 66.49 |
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| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.2 | $6.7M | +26% | 420k | 15.97 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $6.5M | -10% | 210k | 31.19 |
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| Texas Roadhouse (TXRH) | 0.2 | $6.5M | 53k | 122.23 |
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| LKQ Corporation (LKQ) | 0.2 | $6.4M | -8% | 134k | 47.79 |
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| United Microelectronics Corp Spon Adr New (UMC) | 0.2 | $6.4M | -6% | 752k | 8.46 |
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| Netease Sponsored Ads (NTES) | 0.2 | $6.2M | NEW | 67k | 93.16 |
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| Chord Energy Corporation Com New (CHRD) | 0.2 | $6.2M | 37k | 166.23 |
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| Republic Services (RSG) | 0.2 | $6.1M | +2% | 37k | 164.91 |
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| Acuity Brands (AYI) | 0.2 | $6.0M | -3% | 29k | 204.83 |
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| Innospec (IOSP) | 0.2 | $5.8M | 47k | 123.24 |
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| Sempra Energy (SRE) | 0.2 | $5.6M | -67% | 76k | 74.73 |
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| CBOE Holdings (CBOE) | 0.2 | $5.6M | +12% | 32k | 178.56 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $5.6M | +141% | 21k | 273.74 |
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| Apple (AAPL) | 0.2 | $5.6M | +5% | 29k | 192.53 |
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| Discover Financial Services (DFS) | 0.2 | $5.6M | -8% | 50k | 112.40 |
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| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.2 | $5.4M | NEW | 777k | 6.94 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.2 | $5.3M | NEW | 568k | 9.41 |
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| Plexus (PLXS) | 0.2 | $5.3M | 49k | 108.13 |
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| Encore Wire Corporation (WIRE) | 0.2 | $5.2M | 25k | 213.60 |
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| Kellogg Company (K) | 0.2 | $5.2M | -51% | 93k | 55.91 |
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| Smith & Nephew Spdn Adr New (SNN) | 0.2 | $5.2M | NEW | 190k | 27.28 |
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| Diageo Spon Adr New (DEO) | 0.2 | $5.2M | NEW | 36k | 145.66 |
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| Apogee Enterprises (APOG) | 0.2 | $5.1M | 96k | 53.41 |
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| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.2 | $5.1M | NEW | 527k | 9.68 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.2 | $5.1M | NEW | 589k | 8.61 |
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| Unilever Spon Adr New (UL) | 0.2 | $5.1M | NEW | 104k | 48.48 |
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| British Amern Tob Sponsored Adr (BTI) | 0.2 | $5.0M | NEW | 171k | 29.29 |
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| Steel Dynamics (STLD) | 0.2 | $5.0M | +526% | 42k | 118.10 |
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| Southern Company (SO) | 0.2 | $5.0M | -69% | 71k | 70.12 |
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| Ishares Msci Mexico Etf (EWW) | 0.2 | $5.0M | NEW | 73k | 67.85 |
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| Eli Lilly & Co. (LLY) | 0.2 | $4.9M | -2% | 8.5k | 582.92 |
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| Willis Towers Watson SHS (WTW) | 0.2 | $4.9M | -3% | 20k | 241.20 |
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| Ambev Sa Sponsored Adr (ABEV) | 0.2 | $4.9M | NEW | 1.8M | 2.80 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.2 | $4.9M | NEW | 76k | 64.14 |
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| Equinor Asa Sponsored Adr (EQNR) | 0.2 | $4.9M | NEW | 154k | 31.64 |
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| Cirrus Logic (CRUS) | 0.2 | $4.8M | 58k | 83.19 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $4.8M | +9% | 13k | 356.66 |
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| Global X Fds Gb Msci Ar Etf (ARGT) | 0.2 | $4.8M | NEW | 93k | 51.34 |
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| Brady Corp Cl A (BRC) | 0.2 | $4.7M | 81k | 58.69 |
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| Civitas Resources Com New (CIVI) | 0.2 | $4.6M | 68k | 68.38 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $4.6M | -6% | 9.3k | 489.99 |
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| Incyte Corporation (INCY) | 0.2 | $4.5M | -44% | 72k | 62.79 |
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| M.D.C. Holdings (MDC) | 0.2 | $4.4M | +420% | 81k | 55.25 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $4.4M | -10% | 58k | 76.13 |
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| Globus Med Cl A (GMED) | 0.2 | $4.4M | 83k | 53.29 |
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| Valmont Industries (VMI) | 0.2 | $4.4M | 19k | 233.51 |
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| Hibbett Sports (HIBB) | 0.2 | $4.4M | 61k | 72.02 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.2 | $4.4M | -9% | 120k | 36.55 |
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| Waste Management (WM) | 0.2 | $4.4M | -6% | 24k | 179.10 |
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| Progressive Corporation (PGR) | 0.2 | $4.4M | -10% | 27k | 159.28 |
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| Masimo Corporation (MASI) | 0.1 | $4.2M | +2% | 36k | 117.21 |
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| McKesson Corporation (MCK) | 0.1 | $4.0M | -10% | 8.6k | 462.98 |
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| UniFirst Corporation (UNF) | 0.1 | $3.9M | 21k | 182.91 |
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| AGCO Corporation (AGCO) | 0.1 | $3.8M | NEW | 32k | 121.41 |
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| Suzano S A Spon Ads (SUZ) | 0.1 | $3.8M | NEW | 331k | 11.36 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $3.7M | +1111% | 4.9k | 756.92 |
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| Abercrombie & Fitch Cl A (ANF) | 0.1 | $3.7M | NEW | 42k | 88.22 |
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| Pepsi (PEP) | 0.1 | $3.6M | -9% | 21k | 169.84 |
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| Boise Cascade (BCC) | 0.1 | $3.6M | +2% | 28k | 129.36 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $3.6M | NEW | 20k | 183.38 |
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| Edwards Lifesciences (EW) | 0.1 | $3.5M | -73% | 46k | 76.25 |
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| Cigna Corp (CI) | 0.1 | $3.5M | NEW | 12k | 299.45 |
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| Halliburton Company (HAL) | 0.1 | $3.5M | -3% | 96k | 36.15 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $3.5M | -84% | 44k | 78.03 |
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| Buckle (BKE) | 0.1 | $3.4M | NEW | 72k | 47.52 |
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| Federal Signal Corporation (FSS) | 0.1 | $3.4M | NEW | 44k | 76.74 |
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| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.1 | $3.4M | NEW | 144k | 23.33 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $3.3M | +57% | 50k | 67.35 |
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| Cabot Corporation (CBT) | 0.1 | $3.3M | 40k | 83.50 |
|
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| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.1 | $3.3M | NEW | 26k | 130.35 |
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| Myr (MYRG) | 0.1 | $3.3M | 23k | 144.63 |
|
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| American Water Works (AWK) | 0.1 | $3.3M | -10% | 25k | 131.99 |
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| Moelis & Co Cl A (MC) | 0.1 | $3.3M | +2% | 58k | 56.13 |
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| Cameco Corporation (CCJ) | 0.1 | $3.3M | -2% | 76k | 43.10 |
|
| Fresenius Medical Care Sponsored Adr (FMS) | 0.1 | $3.2M | NEW | 156k | 20.83 |
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| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $3.2M | -67% | 65k | 50.13 |
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| Cardinal Health (CAH) | 0.1 | $3.2M | -6% | 32k | 100.80 |
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| Icici Bank Adr (IBN) | 0.1 | $3.2M | +85% | 135k | 23.84 |
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| Sap Se Spon Adr (SAP) | 0.1 | $3.2M | NEW | 21k | 154.59 |
|
| Diamondback Energy (FANG) | 0.1 | $3.2M | +18% | 21k | 155.08 |
|
| Infosys Sponsored Adr (INFY) | 0.1 | $3.1M | NEW | 168k | 18.38 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $3.1M | NEW | 46k | 66.74 |
|
| Cogent Communications Hldgs Com New (CCOI) | 0.1 | $3.0M | NEW | 40k | 76.06 |
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $2.9M | 13k | 227.29 |
|
|
| Equinix (EQIX) | 0.1 | $2.9M | NEW | 3.6k | 805.39 |
|
| Emcor (EME) | 0.1 | $2.9M | NEW | 14k | 215.43 |
|
| Simpson Manufacturing (SSD) | 0.1 | $2.9M | 15k | 197.98 |
|
|
| Builders FirstSource (BLDR) | 0.1 | $2.8M | +167% | 17k | 166.94 |
|
| Cummins (CMI) | 0.1 | $2.8M | -3% | 12k | 239.57 |
|
| Insight Enterprises (NSIT) | 0.1 | $2.8M | NEW | 16k | 177.19 |
|
| Stryker Corporation (SYK) | 0.1 | $2.7M | 9.0k | 299.46 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $2.7M | +691% | 26k | 101.77 |
|
| Casey's General Stores (CASY) | 0.1 | $2.7M | NEW | 9.7k | 274.74 |
|
| Travelers Companies (TRV) | 0.1 | $2.7M | -10% | 14k | 190.49 |
|
| General Mills (GIS) | 0.1 | $2.6M | -64% | 40k | 65.14 |
|
| Cme (CME) | 0.1 | $2.6M | +59% | 12k | 210.60 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $2.5M | -10% | 34k | 74.27 |
|
| Terex Corporation (TEX) | 0.1 | $2.5M | +5% | 43k | 57.46 |
|
| Booking Holdings (BKNG) | 0.1 | $2.5M | NEW | 701.00 | 3547.22 |
|
| Diodes Incorporated (DIOD) | 0.1 | $2.5M | +2% | 31k | 80.52 |
|
| Arista Networks (ANET) | 0.1 | $2.4M | NEW | 10k | 235.51 |
|
| Lincoln Electric Holdings (LECO) | 0.1 | $2.4M | +9% | 11k | 217.46 |
|
| Coca-Cola Company (KO) | 0.1 | $2.3M | -32% | 40k | 58.93 |
|
| FleetCor Technologies | 0.1 | $2.3M | +111% | 8.1k | 282.61 |
|
| Oxford Industries (OXM) | 0.1 | $2.3M | -43% | 23k | 100.00 |
|
| Ironwood Pharmaceuticals Com Cl A (IRWD) | 0.1 | $2.3M | 200k | 11.44 |
|
|
| Boyd Gaming Corporation (BYD) | 0.1 | $2.3M | -6% | 37k | 62.61 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $2.2M | -9% | 52k | 42.52 |
|
| Helmerich & Payne (HP) | 0.1 | $2.2M | +2% | 60k | 36.22 |
|
| Werner Enterprises (WERN) | 0.1 | $2.2M | +3% | 51k | 42.37 |
|
| Federated Hermes CL B (FHI) | 0.1 | $2.1M | +4% | 63k | 33.86 |
|
| Capri Holdings SHS (CPRI) | 0.1 | $2.1M | +121% | 43k | 50.24 |
|
| Solaredge Technologies (SEDG) | 0.1 | $2.1M | +7% | 23k | 93.60 |
|
| Copart (CPRT) | 0.1 | $2.1M | NEW | 43k | 49.00 |
|
| Liberty Energy Com Cl A (LBRT) | 0.1 | $2.1M | NEW | 115k | 18.14 |
|
| Warrior Met Coal (HCC) | 0.1 | $1.9M | -31% | 31k | 60.97 |
|
| Verizon Communications (VZ) | 0.1 | $1.8M | +119% | 48k | 37.70 |
|
| Expedia Group Com New (EXPE) | 0.1 | $1.8M | +77% | 12k | 151.79 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $1.8M | +109% | 23k | 78.96 |
|
| Toll Brothers (TOL) | 0.1 | $1.8M | +122% | 17k | 102.79 |
|
| Generac Holdings (GNRC) | 0.1 | $1.7M | +159% | 14k | 129.24 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $1.7M | NEW | 19k | 90.17 |
|
| Regency Centers Corporation (REG) | 0.1 | $1.7M | -91% | 26k | 67.00 |
|
| Fidelity National Information Services (FIS) | 0.1 | $1.7M | +159% | 28k | 60.07 |
|
| EnerSys (ENS) | 0.1 | $1.7M | -62% | 16k | 100.96 |
|
| ON Semiconductor (ON) | 0.1 | $1.6M | NEW | 20k | 83.53 |
|
| Essential Properties Realty reit (EPRT) | 0.1 | $1.6M | NEW | 63k | 25.56 |
|
| Getty Realty (GTY) | 0.1 | $1.6M | -50% | 54k | 29.22 |
|
| Progress Software Corporation (PRGS) | 0.1 | $1.6M | -63% | 29k | 54.30 |
|
| Equinox Gold Corp equities (EQX) | 0.1 | $1.6M | +32% | 322k | 4.88 |
|
| Cubesmart (CUBE) | 0.1 | $1.6M | -6% | 34k | 46.35 |
|
| Simon Property (SPG) | 0.1 | $1.5M | NEW | 11k | 142.64 |
|
| Artisan Partners Asset Mgmt Cl A (APAM) | 0.1 | $1.5M | +64% | 35k | 44.18 |
|
| Stag Industrial (STAG) | 0.1 | $1.5M | NEW | 39k | 39.26 |
|
| Uber Technologies (UBER) | 0.1 | $1.5M | +30% | 24k | 61.57 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $1.5M | +20% | 25k | 59.71 |
|
| Alamos Gold Com Cl A (AGI) | 0.1 | $1.4M | -18% | 107k | 13.47 |
|
| Tko Group Holdings Cl A (TKO) | 0.1 | $1.4M | 18k | 81.58 |
|
|
| Innovative Industria A (IIPR) | 0.1 | $1.4M | -2% | 14k | 100.82 |
|
| Amazon (AMZN) | 0.0 | $1.4M | +41% | 9.2k | 151.94 |
|
| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $1.4M | -2% | 25k | 56.10 |
|
| EastGroup Properties (EGP) | 0.0 | $1.4M | -3% | 7.5k | 183.54 |
|
| Celsius Hldgs Com New (CELH) | 0.0 | $1.3M | +253% | 25k | 54.52 |
|
| Cousins Pptys Com New (CUZ) | 0.0 | $1.3M | 54k | 24.35 |
|
|
| Essex Property Trust (ESS) | 0.0 | $1.3M | -2% | 5.3k | 247.94 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $1.3M | -22% | 31k | 41.39 |
|
| Altria (MO) | 0.0 | $1.3M | +119% | 32k | 40.34 |
|
| Agree Realty Corporation (ADC) | 0.0 | $1.3M | -2% | 20k | 62.95 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $1.3M | -35% | 30k | 42.57 |
|
| Equity Lifestyle Properties (ELS) | 0.0 | $1.3M | 18k | 70.54 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $1.3M | +19% | 8.6k | 147.41 |
|
| Arch Resources Cl A (ARCH) | 0.0 | $1.2M | -31% | 7.5k | 165.94 |
|
| Terreno Realty Corporation (TRNO) | 0.0 | $1.2M | -3% | 20k | 62.67 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $1.2M | +27% | 25k | 49.34 |
|
| Agnico (AEM) | 0.0 | $1.2M | +192% | 22k | 54.85 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $1.2M | NEW | 4.7k | 255.32 |
|
| American Homes 4 Rent Cl A (AMH) | 0.0 | $1.2M | -3% | 33k | 35.96 |
|
| Livent Corp | 0.0 | $1.2M | -30% | 66k | 17.98 |
|
| Royal Gold (RGLD) | 0.0 | $1.1M | +79% | 9.3k | 120.96 |
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $1.1M | -6% | 18k | 61.16 |
|
| Albemarle Corporation (ALB) | 0.0 | $1.1M | -17% | 7.7k | 144.48 |
|
| Woodside Energy Group Sponsored Adr (WDS) | 0.0 | $1.1M | -10% | 53k | 21.09 |
|
| Mid-America Apartment (MAA) | 0.0 | $1.1M | -8% | 8.3k | 134.46 |
|
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $1.1M | -6% | 11k | 99.29 |
|
| Peabody Energy (BTU) | 0.0 | $1.0M | -30% | 43k | 24.32 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $1.0M | +25% | 29k | 35.25 |
|
| Franco-Nevada Corporation (FNV) | 0.0 | $1.0M | -22% | 9.2k | 110.81 |
|
| Boeing Company (BA) | 0.0 | $986k | +9% | 3.8k | 260.66 |
|
| Hess (HES) | 0.0 | $968k | -26% | 6.7k | 144.16 |
|
| Goldman Sachs (GS) | 0.0 | $945k | +32% | 2.5k | 385.77 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $943k | NEW | 6.0k | 157.80 |
|
| Block Cl A (SQ) | 0.0 | $923k | NEW | 12k | 77.35 |
|
| Nike CL B (NKE) | 0.0 | $894k | +29% | 8.2k | 108.57 |
|
| Steven Madden (SHOO) | 0.0 | $852k | -8% | 20k | 42.00 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $850k | -43% | 25k | 34.77 |
|
| News Corp Cl A (NWSA) | 0.0 | $838k | -7% | 34k | 24.55 |
|
| Acushnet Holdings Corp (GOLF) | 0.0 | $797k | -6% | 13k | 63.17 |
|
| ConocoPhillips (COP) | 0.0 | $751k | -9% | 6.5k | 116.07 |
|
| Nucor Corporation (NUE) | 0.0 | $746k | -6% | 4.3k | 174.04 |
|
| Analog Devices (ADI) | 0.0 | $732k | -9% | 3.7k | 198.56 |
|
| Reliance Steel & Aluminum (RS) | 0.0 | $729k | -5% | 2.6k | 279.68 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $723k | NEW | 4.4k | 165.25 |
|
| Louisiana-Pacific Corporation (LPX) | 0.0 | $720k | -14% | 10k | 70.83 |
|
| Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 0.0 | $711k | 20k | 34.86 |
|
|
| Pbf Energy Cl A (PBF) | 0.0 | $705k | -9% | 16k | 43.96 |
|
| Dolby Laboratories Com Cl A (DLB) | 0.0 | $692k | -6% | 8.0k | 86.18 |
|
| Manpower (MAN) | 0.0 | $667k | -6% | 8.4k | 79.47 |
|
| Juniper Networks (JNPR) | 0.0 | $643k | -6% | 22k | 29.48 |
|
| Commercial Metals Company (CMC) | 0.0 | $628k | -6% | 13k | 50.04 |
|
| Comstock Resources (CRK) | 0.0 | $623k | +75% | 70k | 8.85 |
|
| BorgWarner (BWA) | 0.0 | $620k | -6% | 17k | 35.85 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $609k | -59% | 8.4k | 72.22 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $603k | NEW | 3.9k | 155.33 |
|
| Schneider National CL B (SNDR) | 0.0 | $597k | -7% | 24k | 25.45 |
|
| Amdocs SHS (DOX) | 0.0 | $592k | -7% | 6.7k | 87.89 |
|
| Valero Energy Corporation (VLO) | 0.0 | $567k | NEW | 4.4k | 130.00 |
|
| Biogen Idec (BIIB) | 0.0 | $544k | NEW | 2.1k | 258.77 |
|
| Wk Kellogg Com Shs (KLG) | 0.0 | $530k | NEW | 40k | 13.14 |
|
| Cymabay Therapeutics | 0.0 | $526k | NEW | 22k | 23.62 |
|
| Servicenow (NOW) | 0.0 | $513k | NEW | 726.00 | 706.49 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $509k | +7% | 4.4k | 115.03 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $508k | +7% | 15k | 34.89 |
|
| Unum (UNM) | 0.0 | $491k | NEW | 11k | 45.22 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $491k | -20% | 5.8k | 84.14 |
|
| Synopsys (SNPS) | 0.0 | $456k | +66% | 886.00 | 514.91 |
|
| Vale S A Sponsored Ads (VALE) | 0.0 | $429k | -74% | 27k | 15.86 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $412k | NEW | 3.5k | 117.22 |
|
| Tecnoglass Ord Shs (TGLS) | 0.0 | $408k | +5% | 8.9k | 45.71 |
|
| Elf Beauty (ELF) | 0.0 | $406k | 2.8k | 144.34 |
|
|
| Southern Copper Corporation (SCCO) | 0.0 | $386k | -35% | 4.5k | 86.07 |
|
| UFP Technologies (UFPT) | 0.0 | $373k | +3% | 2.2k | 172.04 |
|
| Xylem (XYL) | 0.0 | $371k | +3% | 3.2k | 114.36 |
|
| Stride (LRN) | 0.0 | $369k | 6.2k | 59.37 |
|
|
| Weatherford Intl Ord Shs (WFRD) | 0.0 | $358k | 3.7k | 97.83 |
|
|
| Teekay Tankers Cl A (TNK) | 0.0 | $358k | 7.2k | 49.97 |
|
|
| Teck Resources CL B (TECK) | 0.0 | $356k | -20% | 8.4k | 42.27 |
|
| Dream Finders Homes Com Cl A (DFH) | 0.0 | $355k | 10k | 35.53 |
|
|
| SPS Commerce (SPSC) | 0.0 | $345k | -5% | 1.8k | 193.84 |
|
| Palo Alto Networks (PANW) | 0.0 | $336k | NEW | 1.1k | 294.88 |
|
| CF Industries Holdings (CF) | 0.0 | $335k | -29% | 4.2k | 79.50 |
|
| AeroVironment (AVAV) | 0.0 | $335k | 2.7k | 126.04 |
|
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $331k | +6% | 6.6k | 49.92 |
|
| Cimpress Shs Euro (CMPR) | 0.0 | $327k | 4.1k | 80.05 |
|
|
| Fortrea Hldgs Common Stock (FTRE) | 0.0 | $325k | -21% | 9.3k | 34.90 |
|
| Cbiz (CBZ) | 0.0 | $319k | +3% | 5.1k | 62.59 |
|
| Verra Mobility Corp Cl A Com Stk (VRRM) | 0.0 | $317k | 14k | 23.03 |
|
|
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.0 | $314k | +5% | 22k | 14.10 |
|
| Intercontinental Exchange (ICE) | 0.0 | $313k | NEW | 2.4k | 128.43 |
|
| Cavco Industries (CVCO) | 0.0 | $310k | +5% | 893.00 | 346.62 |
|
| Novanta (NOVT) | 0.0 | $304k | -3% | 1.8k | 168.41 |
|
| Casella Waste Sys Cl A (CWST) | 0.0 | $292k | 3.4k | 85.46 |
|
|
| Inter Parfums (IPAR) | 0.0 | $271k | 1.9k | 144.01 |
|
|
| Ansys (ANSS) | 0.0 | $260k | NEW | 717.00 | 362.88 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $257k | NEW | 5.0k | 51.04 |
|
| Lululemon Athletica (LULU) | 0.0 | $254k | NEW | 497.00 | 511.29 |
|
| Atlanta Braves Hldgs Com Ser C (BATRK) | 0.0 | $253k | +4% | 6.4k | 39.58 |
|
| Danaher Corporation (DHR) | 0.0 | $250k | NEW | 1.1k | 231.34 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $250k | NEW | 3.0k | 83.26 |
|
| InterDigital (IDCC) | 0.0 | $247k | NEW | 2.3k | 108.54 |
|
| Lam Research Corporation (LRCX) | 0.0 | $246k | NEW | 314.00 | 783.26 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $245k | NEW | 726.00 | 337.36 |
|
| Entegris (ENTG) | 0.0 | $244k | NEW | 2.0k | 119.82 |
|
| Vita Coco Co Inc/the (COCO) | 0.0 | $243k | +6% | 9.5k | 25.65 |
|
| Diamond Offshore Drilli (DO) | 0.0 | $242k | +3% | 19k | 13.00 |
|
| Snowflake Cl A (SNOW) | 0.0 | $241k | NEW | 1.2k | 199.00 |
|
| TJX Companies (TJX) | 0.0 | $241k | NEW | 2.6k | 93.81 |
|
| Autodesk (ADSK) | 0.0 | $237k | NEW | 974.00 | 243.48 |
|
| RadNet (RDNT) | 0.0 | $236k | NEW | 6.8k | 34.77 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $236k | NEW | 1.0k | 225.51 |
|
| FormFactor (FORM) | 0.0 | $231k | NEW | 5.5k | 41.71 |
|
| Camtek Ord (CAMT) | 0.0 | $231k | -2% | 3.3k | 69.38 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $230k | -86% | 2.6k | 88.36 |
|
| Extreme Networks (EXTR) | 0.0 | $229k | -23% | 13k | 17.64 |
|
| Rockwell Automation (ROK) | 0.0 | $227k | NEW | 731.00 | 310.48 |
|
| BioMarin Pharmaceutical (BMRN) | 0.0 | $227k | NEW | 2.4k | 96.42 |
|
| Tyler Technologies (TYL) | 0.0 | $226k | NEW | 540.00 | 418.12 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $226k | NEW | 425.00 | 530.79 |
|
| CoStar (CSGP) | 0.0 | $224k | NEW | 2.6k | 87.39 |
|
| Jack Henry & Associates (JKHY) | 0.0 | $224k | NEW | 1.4k | 163.41 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $221k | NEW | 545.00 | 405.33 |
|
| HEICO Corporation (HEI) | 0.0 | $221k | NEW | 1.2k | 178.87 |
|
| Manhattan Associates (MANH) | 0.0 | $221k | NEW | 1.0k | 215.32 |
|
| Euronav Nv SHS (EURN) | 0.0 | $220k | +4% | 13k | 17.59 |
|
| Domino's Pizza (DPZ) | 0.0 | $216k | NEW | 524.00 | 412.23 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $215k | NEW | 1.6k | 136.14 |
|
| Avepoint Com Cl A (AVPT) | 0.0 | $213k | NEW | 26k | 8.21 |
|
| Automatic Data Processing (ADP) | 0.0 | $212k | NEW | 908.00 | 232.97 |
|
| Coursera (COUR) | 0.0 | $208k | NEW | 11k | 19.37 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $204k | NEW | 89.00 | 2286.96 |
|
| Sfl Corporation SHS (SFL) | 0.0 | $180k | +3% | 16k | 11.28 |
|
| Montauk Renewables (MNTK) | 0.0 | $170k | NEW | 19k | 8.91 |
|
| Rithm Capital Corp Com New (RITM) | 0.0 | $167k | +16% | 16k | 10.68 |
|
| Sirius Xm Holdings (SIRI) | 0.0 | $164k | +39% | 30k | 5.47 |
|
| City Office Reit (CIO) | 0.0 | $134k | 22k | 6.11 |
|
|
| Bioventus Com Cl A (BVS) | 0.0 | $128k | -8% | 24k | 5.27 |
|
| Gilat Satellite Networks Shs New (GILT) | 0.0 | $120k | +6% | 20k | 6.11 |
|
| China Yuchai Intl (CYD) | 0.0 | $115k | +8% | 14k | 8.38 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $96k | -12% | 12k | 8.33 |
|
| Magnachip Semiconductor Corp (MX) | 0.0 | $89k | +14% | 12k | 7.50 |
|
Past Filings by Moran Wealth Management
SEC 13F filings are viewable for Moran Wealth Management going back to 2022
- 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