Moran Wealth Management

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

  • Top 5 stock holdings are TT, PH, AVGO, WSM, MSFT, and represent 8.38% of Moran Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: PGR (+$19M), ANET (+$15M), KR (+$14M), RS (+$12M), MDLZ (+$11M), RMD (+$11M), BRO (+$10M), SF (+$10M), TW (+$10M), FDX (+$10M).
  • Started 90 new stock positions in LMB, EPAM, GM, MHK, IHAK, CACI, KR, LIT, SANM, ZM.
  • Reduced shares in these 10 stocks: TTE (-$24M), ATO (-$22M), CB (-$22M), JPM (-$22M), , UBS (-$15M), , VRTX (-$14M), CSCO (-$13M), MRK (-$13M).
  • Sold out of its positions in YEAR, AVAV, AMGN, ADI, ASTH, AN, BNS, BVS, BRC, BC.
  • Moran Wealth Management was a net seller of stock by $-59M.
  • Moran Wealth Management has $3.0B in assets under management (AUM), dropping by -5.11%.
  • Central Index Key (CIK): 0001965334

Tip: Access up to 7 years of quarterly data

Positions held by Moran Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Moran Wealth Management

Moran Wealth Management holds 433 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Trane Technologies SHS (TT) 2.1 $62M -2% 183k 337.00
 View chart
Parker-Hannifin Corporation (PH) 1.8 $53M -3% 87k 608.00
 View chart
Broadcom (AVGO) 1.6 $48M +7% 286k 167.43
 View chart
Williams-Sonoma (WSM) 1.5 $45M -8% 285k 158.10
 View chart
Microsoft Corporation (MSFT) 1.4 $41M +3% 110k 375.40
 View chart
Progressive Corporation (PGR) 1.4 $41M +88% 144k 283.00
 View chart
Ameriprise Financial (AMP) 1.3 $39M 81k 484.11
 View chart
Cadence Design Systems (CDNS) 1.3 $39M -3% 151k 254.33
 View chart
Lockheed Martin Corporation (LMT) 1.2 $37M -21% 83k 446.71
 View chart
EOG Resources (EOG) 1.2 $36M 282k 128.20
 View chart
JPMorgan Chase & Co. (JPM) 1.2 $35M -38% 144k 245.30
 View chart
NVIDIA Corporation (NVDA) 1.1 $33M +21% 309k 108.38
 View chart
Linde SHS (LIN) 1.1 $33M 71k 465.64
 View chart
Howmet Aerospace (HWM) 1.1 $33M +5% 251k 129.75
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.1 $32M +4% 194k 166.00
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.0 $30M -2% 176k 173.23
 View chart
At&t (T) 1.0 $29M -2% 1.0M 28.28
 View chart
Garmin SHS (GRMN) 1.0 $29M -2% 131k 217.13
 View chart
Motorola Solutions Com New (MSI) 0.9 $28M -2% 63k 437.81
 View chart
AFLAC Incorporated (AFL) 0.9 $27M 242k 111.19
 View chart
Blackstone Group Inc Com Cl A (BX) 0.9 $26M -2% 187k 139.71
 View chart
Sprouts Fmrs Mkt (SFM) 0.8 $24M -5% 160k 152.64
 View chart
Intuit (INTU) 0.8 $24M 38k 614.00
 View chart
FedEx Corporation (FDX) 0.8 $23M +75% 96k 243.78
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $23M -25% 41k 559.39
 View chart
Paccar (PCAR) 0.8 $23M +28% 235k 97.33
 View chart
Texas Instruments Incorporated (TXN) 0.8 $23M 127k 179.70
 View chart
Penske Automotive (PAG) 0.7 $22M +65% 154k 143.98
 View chart
Cme (CME) 0.7 $22M +16% 83k 265.33
 View chart
Murphy Usa (MUSA) 0.7 $22M -3% 46k 469.81
 View chart
AmerisourceBergen (COR) 0.7 $21M 76k 278.09
 View chart
Republic Services (RSG) 0.7 $21M 86k 242.16
 View chart
Molina Healthcare (MOH) 0.7 $21M 62k 329.39
 View chart
Spotify Technology S A SHS (SPOT) 0.7 $20M -6% 37k 550.03
 View chart
Caterpillar (CAT) 0.7 $20M +11% 61k 329.80
 View chart
Ss&c Technologies Holding (SSNC) 0.7 $20M -2% 242k 83.53
 View chart
Owens Corning (OC) 0.7 $20M +31% 141k 142.82
 View chart
Cisco Systems (CSCO) 0.7 $20M -39% 322k 61.71
 View chart
Boston Scientific Corporation (BSX) 0.7 $20M 196k 100.92
 View chart
Pulte (PHM) 0.7 $20M -23% 191k 102.80
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $19M -12% 36k 532.58
 View chart
Fidelity National Information Services (FIS) 0.6 $19M +6% 254k 74.68
 View chart
Northrop Grumman Corporation (NOC) 0.6 $19M -30% 37k 512.00
 View chart
Mastercard Incorporated Cl A (MA) 0.6 $18M -3% 34k 548.14
 View chart
American Express Company (AXP) 0.6 $18M 68k 269.05
 View chart
DaVita (DVA) 0.6 $18M +6% 117k 152.97
 View chart
NetApp (NTAP) 0.6 $18M 203k 87.84
 View chart
Eaton Corp SHS (ETN) 0.6 $18M 66k 271.75
 View chart
Iron Mountain (IRM) 0.6 $18M 206k 86.04
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.6 $17M -2% 111k 156.23
 View chart
Meta Platforms Cl A (META) 0.6 $17M 30k 576.36
 View chart
Amcor Ord (AMCR) 0.6 $17M +67% 1.8M 9.70
 View chart
H&R Block (HRB) 0.6 $17M 310k 54.91
 View chart
Johnson & Johnson (JNJ) 0.6 $17M +18% 101k 165.84
 View chart
Quanta Services (PWR) 0.6 $16M -4% 65k 254.18
 View chart
Cigna Corp (CI) 0.6 $16M -6% 50k 329.00
 View chart
McKesson Corporation (MCK) 0.5 $16M 24k 672.99
 View chart
Sba Communications Corp Cl A (SBAC) 0.5 $16M +4% 71k 220.00
 View chart
Hershey Company (HSY) 0.5 $15M +5% 90k 171.03
 View chart
Arista Networks Com Shs (ANET) 0.5 $15M NEW 195k 77.48
 View chart
Ingersoll Rand (IR) 0.5 $15M 184k 80.00
 View chart
Discover Financial Services (DFS) 0.5 $15M 85k 170.70
 View chart
Fair Isaac Corporation (FICO) 0.5 $15M 7.8k 1844.04
 View chart
Evercore Class A (EVR) 0.5 $14M 72k 199.72
 View chart
Medtronic SHS (MDT) 0.5 $14M +19% 160k 89.83
 View chart
Novo-nordisk A S Adr (NVO) 0.5 $14M -44% 206k 69.44
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.5 $14M 92k 154.64
 View chart
Wal-Mart Stores (WMT) 0.5 $14M 161k 87.80
 View chart
Wabtec Corporation (WAB) 0.5 $14M -2% 77k 181.35
 View chart
Kroger (KR) 0.5 $14M NEW 206k 67.67
 View chart
Brown & Brown (BRO) 0.5 $14M +282% 111k 124.40
 View chart
S&p Global (SPGI) 0.5 $14M -2% 27k 508.10
 View chart
Lowe's Companies (LOW) 0.5 $14M +23% 59k 233.23
 View chart
Cintas Corporation (CTAS) 0.5 $14M -39% 66k 205.53
 View chart
Godaddy Cl A (GDDY) 0.4 $13M -2% 73k 180.14
 View chart
Amazon (AMZN) 0.4 $13M +254% 69k 190.26
 View chart
Reliance Steel & Aluminum (RS) 0.4 $13M +1434% 44k 288.75
 View chart
Regeneron Pharmaceuticals (REGN) 0.4 $13M 20k 634.23
 View chart
Packaging Corporation of America (PKG) 0.4 $12M -20% 62k 198.02
 View chart
Carlisle Companies (CSL) 0.4 $12M 36k 340.50
 View chart
Masco Corporation (MAS) 0.4 $12M +4% 171k 69.54
 View chart
Gartner (IT) 0.4 $11M -50% 27k 420.00
 View chart
Mondelez Intl Cl A (MDLZ) 0.4 $11M NEW 163k 67.85
 View chart
Costco Wholesale Corporation (COST) 0.4 $11M -5% 12k 945.75
 View chart
Zoetis Cl A (ZTS) 0.4 $11M 66k 164.65
 View chart
Texas Roadhouse (TXRH) 0.4 $11M +26% 64k 166.63
 View chart
Merck & Co (MRK) 0.4 $11M -54% 118k 89.76
 View chart
Snap-on Incorporated (SNA) 0.4 $11M -2% 31k 337.01
 View chart
Eagle Materials (EXP) 0.4 $11M -2% 48k 221.93
 View chart
ResMed (RMD) 0.4 $11M NEW 47k 224.00
 View chart
Exxon Mobil Corporation (XOM) 0.4 $11M -33% 89k 118.92
 View chart
Chipotle Mexican Grill (CMG) 0.4 $11M +1558% 209k 50.25
 View chart
Oneok (OKE) 0.3 $10M 104k 99.22
 View chart
Stifel Financial (SF) 0.3 $10M NEW 108k 94.26
 View chart
Autodesk (ADSK) 0.3 $10M +1375% 39k 261.80
 View chart
Tradeweb Mkts Cl A (TW) 0.3 $10M NEW 68k 148.46
 View chart
Abbott Laboratories (ABT) 0.3 $10M NEW 76k 132.65
 View chart
D.R. Horton (DHI) 0.3 $9.9M -37% 78k 127.13
 View chart
Comfort Systems USA (FIX) 0.3 $9.8M -21% 30k 322.33
 View chart
Universal Hlth Svcs CL B (UHS) 0.3 $9.8M +64% 52k 187.90
 View chart
Itt (ITT) 0.3 $9.8M -8% 76k 129.16
 View chart
MasTec (MTZ) 0.3 $9.7M -4% 83k 116.71
 View chart
Leidos Holdings (LDOS) 0.3 $9.6M +2% 71k 134.94
 View chart
Fiserv (FI) 0.3 $9.6M NEW 43k 220.83
 View chart
SYSCO Corporation (SYY) 0.3 $9.5M +57% 127k 75.04
 View chart
Fortinet (FTNT) 0.3 $9.4M NEW 98k 96.20
 View chart
Ishares Msci Italy Etf (EWI) 0.3 $9.2M -3% 219k 42.32
 View chart
Monolithic Power Systems (MPWR) 0.3 $9.2M 16k 579.98
 View chart
Paypal Holdings (PYPL) 0.3 $9.1M NEW 139k 65.30
 View chart
General Dynamics Corporation (GD) 0.3 $8.9M -43% 33k 272.67
 View chart
Axis Cap Hldgs SHS (AXS) 0.3 $8.8M +3244% 88k 100.24
 View chart
Eastman Chemical Company (EMN) 0.3 $8.2M +72% 94k 88.11
 View chart
Ishares Msci Singpor Etf (EWS) 0.3 $8.2M NEW 347k 23.76
 View chart
Pilgrim's Pride Corporation (PPC) 0.3 $8.1M +105% 149k 54.51
 View chart
Nu Hldgs Ord Shs Cl A (NU) 0.3 $8.1M +7% 794k 10.24
 View chart
T. Rowe Price (TROW) 0.3 $8.1M NEW 88k 91.80
 View chart
Fox Corp Cl A Com (FOXA) 0.3 $7.8M NEW 139k 56.60
 View chart
Ishares Tr Msci Uae Etf (UAE) 0.3 $7.8M NEW 462k 16.97
 View chart
Eli Lilly & Co. (LLY) 0.3 $7.8M 9.5k 825.86
 View chart
Emcor (EME) 0.3 $7.6M +72% 21k 369.63
 View chart
Apple (AAPL) 0.3 $7.6M 34k 222.13
 View chart
Textron (TXT) 0.3 $7.6M NEW 105k 72.25
 View chart
Amdocs SHS (DOX) 0.3 $7.5M +946% 82k 91.50
 View chart
Deckers Outdoor Corporation (DECK) 0.3 $7.5M 67k 111.81
 View chart
Cognizant Technology Solutio Cl A (CTSH) 0.3 $7.5M NEW 98k 76.50
 View chart
Performance Food (PFGC) 0.3 $7.4M 95k 78.63
 View chart
LKQ Corporation (LKQ) 0.2 $7.4M NEW 174k 42.54
 View chart
General Mills (GIS) 0.2 $7.3M +4% 122k 59.79
 View chart
Delta Air Lines Inc Del Com New (DAL) 0.2 $7.2M +97% 165k 43.60
 View chart
Booking Holdings (BKNG) 0.2 $7.2M 1.6k 4606.91
 View chart
Global X Fds Glbx Msci Colum (GXG) 0.2 $7.2M NEW 261k 27.50
 View chart
Te Connectivity Ord Shs (TEL) 0.2 $7.1M NEW 51k 141.32
 View chart
Us Foods Hldg Corp call (USFD) 0.2 $6.9M NEW 105k 65.46
 View chart
Flex Ord (FLEX) 0.2 $6.7M +114% 202k 33.08
 View chart
CBOE Holdings (CBOE) 0.2 $6.6M -11% 29k 226.29
 View chart
British Amern Tob Sponsored Adr (BTI) 0.2 $6.6M -3% 159k 41.37
 View chart
Ingredion Incorporated (INGR) 0.2 $6.6M +3117% 49k 135.21
 View chart
Best Buy (BBY) 0.2 $6.6M +10% 89k 73.61
 View chart
Ufp Industries (UFPI) 0.2 $6.5M -7% 61k 107.04
 View chart
Global X Fds Gb Msci Ar Etf (ARGT) 0.2 $6.5M -8% 80k 80.77
 View chart
Willis Towers Watson SHS (WTW) 0.2 $6.5M 19k 337.95
 View chart
Acuity Brands (AYI) 0.2 $6.5M 25k 263.35
 View chart
Omni (OMC) 0.2 $6.3M NEW 76k 83.00
 View chart
salesforce (CRM) 0.2 $6.3M 23k 268.36
 View chart
Copart (CPRT) 0.2 $6.2M 109k 56.62
 View chart
The Trade Desk Com Cl A (TTD) 0.2 $6.2M NEW 113k 54.72
 View chart
Totalenergies Se Sponsored Ads (TTE) 0.2 $6.1M -79% 95k 64.69
 View chart
Stryker Corporation (SYK) 0.2 $6.0M +79% 16k 372.33
 View chart
Target Corporation (TGT) 0.2 $6.0M +10% 58k 104.40
 View chart
Plexus (PLXS) 0.2 $6.0M -8% 47k 128.13
 View chart
Insulet Corporation (PODD) 0.2 $6.0M NEW 23k 262.61
 View chart
Bhp Group Sponsored Ads (BHP) 0.2 $6.0M -42% 123k 48.54
 View chart
Jabil Circuit (JBL) 0.2 $5.9M +94% 44k 136.07
 View chart
Tetra Tech (TTEK) 0.2 $5.8M -7% 199k 29.25
 View chart
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.2 $5.8M +3% 406k 14.34
 View chart
Dynatrace Com New (DT) 0.2 $5.8M NEW 122k 47.15
 View chart
Rio Tinto Sponsored Adr (RIO) 0.2 $5.7M 96k 60.08
 View chart
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $5.6M +2% 15k 367.00
 View chart
Tempur-Pedic International (SGI) 0.2 $5.5M NEW 93k 59.88
 View chart
Mueller Industries (MLI) 0.2 $5.5M -61% 72k 76.14
 View chart
Waste Management (WM) 0.2 $5.4M +3% 24k 231.51
 View chart
Cirrus Logic (CRUS) 0.2 $5.4M -6% 54k 99.66
 View chart
PPG Industries (PPG) 0.2 $5.4M +16% 49k 109.35
 View chart
Core Natural Resources Com Shs (CNR) 0.2 $5.3M NEW 69k 77.10
 View chart
Valmont Industries (VMI) 0.2 $5.3M -8% 19k 285.37
 View chart
Medpace Hldgs (MEDP) 0.2 $5.2M NEW 17k 304.69
 View chart
Veeva Sys Cl A Com (VEEV) 0.2 $5.2M -65% 22k 231.63
 View chart
Ye Cl A (YELP) 0.2 $5.1M NEW 139k 37.03
 View chart
Raymond James Financial (RJF) 0.2 $5.1M +12% 37k 138.91
 View chart
Metropcs Communications (TMUS) 0.2 $5.1M +3% 19k 266.75
 View chart
Prologis (PLD) 0.2 $5.1M 46k 111.79
 View chart
Cabot Corporation (CBT) 0.2 $5.0M -2% 61k 83.14
 View chart
CONMED Corporation (CNMD) 0.2 $5.0M NEW 83k 60.39
 View chart
Sap Se Spon Adr (SAP) 0.2 $5.0M -6% 19k 268.44
 View chart
Cdw (CDW) 0.2 $5.0M +14% 31k 160.26
 View chart
General Motors Company (GM) 0.2 $4.9M NEW 105k 47.03
 View chart
Interpublic Group of Companies (IPG) 0.2 $4.9M +26% 179k 27.16
 View chart
International Business Machines (IBM) 0.2 $4.8M +2% 20k 248.66
 View chart
Andersons (ANDE) 0.2 $4.8M NEW 113k 42.93
 View chart
Casey's General Stores (CASY) 0.2 $4.8M +3% 11k 434.04
 View chart
Simpson Manufacturing (SSD) 0.2 $4.7M +3% 30k 157.08
 View chart
United Microelectronics Corp Spon Adr New (UMC) 0.2 $4.7M +7% 661k 7.15
 View chart
Ase Technology Hldg Sponsored Ads (ASX) 0.2 $4.7M +3% 540k 8.76
 View chart
Euronet Worldwide (EEFT) 0.2 $4.7M +51% 44k 106.85
 View chart
Diamondback Energy (FANG) 0.2 $4.7M +12% 29k 159.88
 View chart
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.2 $4.7M -15% 302k 15.46
 View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.2 $4.6M -6% 340k 13.63
 View chart
Coca-Cola Company (KO) 0.2 $4.6M +54% 65k 71.62
 View chart
Unilever Spon Adr New (UL) 0.2 $4.6M -23% 77k 59.55
 View chart
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.2 $4.5M +15% 824k 5.50
 View chart
Ferguson Enterprises Common Stock New (FERG) 0.2 $4.5M NEW 28k 160.23
 View chart
Kinder Morgan (KMI) 0.2 $4.5M +3% 157k 28.53
 View chart
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $4.4M 60k 73.69
 View chart
Apogee Enterprises (APOG) 0.1 $4.4M 95k 46.33
 View chart
Topbuild (BLD) 0.1 $4.4M -19% 14k 304.95
 View chart
Ambev Sa Sponsored Adr (ABEV) 0.1 $4.3M +9% 1.9M 2.33
 View chart
Innospec (IOSP) 0.1 $4.3M -6% 45k 94.75
 View chart
Coca-cola Europacific Partne SHS (CCEP) 0.1 $4.2M +5% 49k 87.03
 View chart
Barrick Gold Corp (GOLD) 0.1 $4.2M 216k 19.44
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $4.2M 150k 27.96
 View chart
Diageo Spon Adr New (DEO) 0.1 $4.1M +5% 39k 104.79
 View chart
Icici Bank Adr (IBN) 0.1 $4.1M -2% 129k 31.52
 View chart
Automatic Data Processing (ADP) 0.1 $4.1M +435% 13k 305.53
 View chart
Mohawk Industries (MHK) 0.1 $4.0M NEW 35k 114.18
 View chart
UniFirst Corporation (UNF) 0.1 $4.0M -3% 23k 174.00
 View chart
SYNNEX Corporation (SNX) 0.1 $4.0M 38k 103.96
 View chart
Henry Schein (HSIC) 0.1 $4.0M NEW 58k 68.49
 View chart
NiSource (NI) 0.1 $3.9M +5% 98k 40.09
 View chart
Select Medical Holdings Corporation (SEM) 0.1 $3.9M +98% 233k 16.70
 View chart
O'reilly Automotive (ORLY) 0.1 $3.9M +1482% 2.7k 1432.58
 View chart
Enova Intl (ENVA) 0.1 $3.8M NEW 40k 96.56
 View chart
Builders FirstSource (BLDR) 0.1 $3.8M +6% 31k 125.00
 View chart
Toll Brothers (TOL) 0.1 $3.8M +3% 36k 105.59
 View chart
Asml Holding N V N Y Registry Shs (ASML) 0.1 $3.7M 5.6k 662.63
 View chart
Boise Cascade (BCC) 0.1 $3.7M -4% 38k 98.09
 View chart
Verizon Communications (VZ) 0.1 $3.7M 82k 45.37
 View chart
Expedia Group Com New (EXPE) 0.1 $3.7M -15% 22k 168.10
 View chart
Fresenius Medical Care Sponsored Adr (FMS) 0.1 $3.7M -42% 148k 24.90
 View chart
Hanesbrands (HBI) 0.1 $3.7M -15% 634k 5.77
 View chart
Flowers Foods (FLO) 0.1 $3.6M 191k 19.01
 View chart
Corpay Com Shs (CPAY) 0.1 $3.6M -29% 10k 349.00
 View chart
Doximity Cl A (DOCS) 0.1 $3.6M 61k 58.03
 View chart
Aptar (ATR) 0.1 $3.5M +7% 24k 148.38
 View chart
Abercrombie & Fitch Cl A (ANF) 0.1 $3.5M -7% 46k 76.37
 View chart
Federal Signal Corporation (FSS) 0.1 $3.5M +5% 47k 73.55
 View chart
Exelixis (EXEL) 0.1 $3.4M +232% 93k 36.92
 View chart
Kinsale Cap Group (KNSL) 0.1 $3.4M +5% 6.9k 486.71
 View chart
Smith & Nephew Spdn Adr New (SNN) 0.1 $3.3M 117k 28.37
 View chart
Steven Madden (SHOO) 0.1 $3.3M +485% 124k 26.64
 View chart
Atmos Energy Corporation (ATO) 0.1 $3.3M -87% 21k 154.58
 View chart
Schlumberger Com Stk (SLB) 0.1 $3.3M -74% 79k 41.78
 View chart
Marsh & McLennan Companies (MMC) 0.1 $3.2M +12% 13k 244.00
 View chart
Tko Group Holdings Cl A (TKO) 0.1 $3.1M +5% 20k 152.81
 View chart
Liberty Broadband Corp Com Ser A (LBRDA) 0.1 $3.1M +11% 37k 85.00
 View chart
Patterson Companies (PDCO) 0.1 $3.1M -13% 99k 31.24
 View chart
Generac Holdings (GNRC) 0.1 $3.1M -4% 24k 126.65
 View chart
Infosys Sponsored Adr (INFY) 0.1 $3.0M 163k 18.25
 View chart
Toyota Motor Corp Ads (TM) 0.1 $3.0M 17k 176.53
 View chart
Celsius Hldgs Com New (CELH) 0.1 $2.9M +4% 82k 35.62
 View chart
Steelcase Cl A (SCS) 0.1 $2.9M NEW 266k 10.96
 View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $2.8M -2% 70k 40.77
 View chart
Affiliated Managers (AMG) 0.1 $2.8M NEW 17k 168.03
 View chart
Royalty Pharma Shs Class A (RPRX) 0.1 $2.8M NEW 89k 31.13
 View chart
Caci Intl Cl A (CACI) 0.1 $2.7M NEW 7.5k 366.92
 View chart
Micron Technology (MU) 0.1 $2.7M -32% 32k 86.89
 View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $2.7M +2% 36k 75.91
 View chart
Kontoor Brands (KTB) 0.1 $2.7M NEW 42k 64.13
 View chart
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $2.7M 87k 30.73
 View chart
Donnelley Finl Solutions (DFIN) 0.1 $2.6M NEW 60k 43.71
 View chart
Victory Cap Hldgs Com Cl A (VCTR) 0.1 $2.6M -6% 46k 57.87
 View chart
Netflix (NFLX) 0.1 $2.6M -3% 2.7k 932.53
 View chart
Zoom Communications Cl A (ZM) 0.1 $2.5M NEW 34k 73.77
 View chart
Visteon Corp Com New (VC) 0.1 $2.5M NEW 33k 77.62
 View chart
ON Semiconductor (ON) 0.1 $2.5M +35% 62k 40.69
 View chart
Uber Technologies (UBER) 0.1 $2.4M 33k 72.84
 View chart
Tegna (TGNA) 0.1 $2.4M NEW 132k 18.22
 View chart
Block Cl A (XYZ) 0.1 $2.4M NEW 44k 54.33
 View chart
Renaissance Re Holdings Ltd Cmn (RNR) 0.1 $2.3M NEW 9.6k 240.00
 View chart
World Fuel Services Corporation (WKC) 0.1 $2.3M -4% 80k 28.36
 View chart
Avnet (AVT) 0.1 $2.2M -5% 46k 48.09
 View chart
Greif Cl A (GEF) 0.1 $2.2M -5% 40k 54.99
 View chart
Sanmina (SANM) 0.1 $2.2M NEW 29k 76.18
 View chart
Simon Property (SPG) 0.1 $2.2M 13k 166.00
 View chart
Artisan Partners Asset Mgmt Cl A (APAM) 0.1 $2.2M -4% 55k 39.10
 View chart
Onto Innovation (ONTO) 0.1 $2.1M NEW 18k 121.34
 View chart
Wheaton Precious Metals Corp (WPM) 0.1 $2.1M -3% 27k 77.63
 View chart
Cameco Corporation (CCJ) 0.1 $2.0M +11% 49k 41.16
 View chart
Public Storage (PSA) 0.1 $2.0M -82% 6.6k 299.50
 View chart
Terex Corporation (TEX) 0.1 $2.0M +11% 52k 37.78
 View chart
Carnival Corp Unit 99/99/9999 (CCL) 0.1 $1.9M NEW 98k 19.53
 View chart
ScanSource (SCSC) 0.1 $1.9M NEW 56k 34.01
 View chart
Prog Holdings Com Npv (PRG) 0.1 $1.9M +13% 71k 26.60
 View chart
Alamos Gold Com Cl A (AGI) 0.1 $1.9M -5% 69k 26.72
 View chart
Essential Properties Realty reit (EPRT) 0.1 $1.8M 55k 32.64
 View chart
Agnico (AEM) 0.1 $1.8M 16k 108.41
 View chart
Chewy Cl A (CHWY) 0.1 $1.7M NEW 53k 32.51
 View chart
Regency Centers Corporation (REG) 0.1 $1.7M 24k 73.76
 View chart
Caretrust Reit (CTRE) 0.1 $1.7M 59k 28.58
 View chart
Oracle Corporation (ORCL) 0.1 $1.7M -2% 12k 139.81
 View chart
Equinox Gold Corp equities (EQX) 0.1 $1.6M -3% 237k 6.87
 View chart
AvalonBay Communities (AVB) 0.1 $1.5M 7.2k 214.62
 View chart
Gaming & Leisure Pptys (GLPI) 0.1 $1.5M 30k 50.90
 View chart
Agree Realty Corporation (ADC) 0.1 $1.5M 19k 77.19
 View chart
Cousins Pptys Com New (CUZ) 0.0 $1.5M 50k 29.50
 View chart
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $1.5M -4% 28k 51.94
 View chart
Mid-America Apartment (MAA) 0.0 $1.4M 8.5k 167.58
 View chart
Advanced Micro Devices (AMD) 0.0 $1.4M +2% 14k 102.74
 View chart
Camden Ppty Tr Sh Ben Int (CPT) 0.0 $1.4M 11k 122.30
 View chart
Royal Gold (RGLD) 0.0 $1.4M +15% 8.3k 163.51
 View chart
Freeport-mcmoran CL B (FCX) 0.0 $1.3M +9% 36k 37.86
 View chart
Cubesmart (CUBE) 0.0 $1.3M 31k 42.71
 View chart
Stag Industrial (STAG) 0.0 $1.3M 37k 36.12
 View chart
Equity Residential Sh Ben Int (EQR) 0.0 $1.3M 19k 71.58
 View chart
Vici Pptys (VICI) 0.0 $1.3M 41k 32.62
 View chart
Newmont Mining Corporation (NEM) 0.0 $1.3M +5% 26k 48.28
 View chart
Franco-Nevada Corporation (FNV) 0.0 $1.3M -3% 8.0k 157.56
 View chart
Terreno Realty Corporation (TRNO) 0.0 $1.2M 19k 63.22
 View chart
Equity Lifestyle Properties (ELS) 0.0 $1.2M 18k 66.70
 View chart
Unum (UNM) 0.0 $1.2M -11% 14k 81.46
 View chart
Warrior Met Coal (HCC) 0.0 $1.2M +9% 24k 47.72
 View chart
EastGroup Properties (EGP) 0.0 $1.1M 6.5k 176.15
 View chart
Docusign (DOCU) 0.0 $1.1M -6% 14k 81.40
 View chart
Occidental Petroleum Corporation (OXY) 0.0 $1.1M +10% 22k 49.36
 View chart
Synopsys (SNPS) 0.0 $1.1M -2% 2.5k 429.00
 View chart
Stride (LRN) 0.0 $1.0M -7% 8.2k 126.50
 View chart
Host Hotels & Resorts (HST) 0.0 $1.0M 71k 14.21
 View chart
Marriott Intl Cl A (MAR) 0.0 $991k -4% 4.2k 238.20
 View chart
Ast Spacemobile Com Cl A (ASTS) 0.0 $956k NEW 42k 22.74
 View chart
Servicenow (NOW) 0.0 $936k +5% 1.2k 796.00
 View chart
Nutrien (NTR) 0.0 $930k +36% 19k 49.63
 View chart
Hess (HES) 0.0 $899k 5.6k 159.73
 View chart
Globus Med Cl A (GMED) 0.0 $894k -10% 12k 73.20
 View chart
Rexford Industrial Realty Inc reit (REXR) 0.0 $886k +3% 23k 39.15
 View chart
Raytheon Technologies Corp (RTX) 0.0 $856k -7% 6.5k 132.45
 View chart
Lpl Financial Holdings (LPLA) 0.0 $854k -4% 2.6k 327.14
 View chart
Intuitive Surgical Com New (ISRG) 0.0 $851k -3% 1.7k 495.27
 View chart
News Corp Cl A (NWSA) 0.0 $850k -9% 31k 27.22
 View chart
Acushnet Holdings Corp (GOLF) 0.0 $842k -7% 12k 68.66
 View chart
Palomar Hldgs (PLMR) 0.0 $830k 6.1k 137.08
 View chart
Intercontinental Exchange (ICE) 0.0 $817k -8% 4.7k 172.60
 View chart
InterDigital (IDCC) 0.0 $808k -4% 3.9k 206.75
 View chart
Rollins (ROL) 0.0 $798k -3% 15k 54.03
 View chart
Mosaic (MOS) 0.0 $798k NEW 30k 27.01
 View chart
Adma Biologics (ADMA) 0.0 $795k NEW 40k 19.84
 View chart
MercadoLibre (MELI) 0.0 $778k -3% 399.00 1950.87
 View chart
Peabody Energy (BTU) 0.0 $777k +12% 57k 13.55
 View chart
Domino's Pizza (DPZ) 0.0 $776k 1.7k 459.45
 View chart
Protagonist Therapeutics (PTGX) 0.0 $769k 16k 48.36
 View chart
Catalyst Pharmaceutical Partners (CPRX) 0.0 $757k +209% 31k 24.25
 View chart
Cavco Industries (CVCO) 0.0 $743k 1.4k 519.63
 View chart
Electronic Arts (EA) 0.0 $730k 5.1k 144.52
 View chart
Nov (NOV) 0.0 $719k NEW 47k 15.22
 View chart
Msci (MSCI) 0.0 $713k -93% 1.3k 566.00
 View chart
Colgate-Palmolive Company (CL) 0.0 $705k 7.5k 93.67
 View chart
Chesapeake Energy Corp (EXE) 0.0 $704k -41% 6.3k 111.32
 View chart
Dolby Laboratories Com Cl A (DLB) 0.0 $695k -5% 8.6k 80.31
 View chart
ConocoPhillips (COP) 0.0 $693k -4% 6.6k 105.00
 View chart
U.S. Lime & Minerals (USLM) 0.0 $692k 7.8k 88.38
 View chart
Avepoint Com Cl A (AVPT) 0.0 $688k -3% 48k 14.44
 View chart
Hubspot (HUBS) 0.0 $686k -3% 1.2k 571.29
 View chart
Albemarle Corporation (ALB) 0.0 $672k +21% 9.3k 72.02
 View chart
Fifth Third Ban (FITB) 0.0 $672k NEW 17k 39.20
 View chart
Range Resources (RRC) 0.0 $672k -29% 17k 39.93
 View chart
Tyler Technologies (TYL) 0.0 $662k -8% 1.1k 581.39
 View chart
HEICO Corporation (HEI) 0.0 $662k -7% 2.5k 267.19
 View chart
Archrock (AROC) 0.0 $658k -2% 25k 26.24
 View chart
Jack Henry & Associates (JKHY) 0.0 $651k -7% 3.6k 182.60
 View chart
TJX Companies (TJX) 0.0 $644k -7% 5.3k 121.80
 View chart
Casella Waste Sys Cl A (CWST) 0.0 $641k 5.7k 111.51
 View chart
Q2 Holdings (QTWO) 0.0 $636k -2% 8.0k 80.01
 View chart
Aris Water Solutions Class A Com (ARIS) 0.0 $629k NEW 20k 32.04
 View chart
Valero Energy Corporation (VLO) 0.0 $624k -3% 4.7k 132.07
 View chart
Commercial Metals Company (CMC) 0.0 $614k -4% 13k 46.01
 View chart
Onespaworld Holdings Ltd onespaworld hold (OSW) 0.0 $613k 37k 16.79
 View chart
CoStar (CSGP) 0.0 $608k -6% 7.7k 79.17
 View chart
Lennar Corp Cl A (LEN) 0.0 $602k -90% 5.2k 114.80
 View chart
Louisiana-Pacific Corporation (LPX) 0.0 $593k +4% 6.4k 91.98
 View chart
Expeditors International of Washington (EXPD) 0.0 $589k -91% 4.9k 120.25
 View chart
Lincoln Electric Holdings (LECO) 0.0 $585k -76% 3.1k 189.16
 View chart
Crocs (CROX) 0.0 $582k -4% 5.5k 106.20
 View chart
VSE Corporation (VSEC) 0.0 $581k NEW 4.8k 119.99
 View chart
Rockwell Automation (ROK) 0.0 $573k -7% 2.2k 258.38
 View chart
Nmi Hldgs Inc cl a (NMIH) 0.0 $572k +2% 16k 36.05
 View chart
Vale S A Sponsored Ads (VALE) 0.0 $572k +161% 57k 9.98
 View chart
Vita Coco Co Inc/the (COCO) 0.0 $572k -2% 19k 30.65
 View chart
Southern Copper Corporation (SCCO) 0.0 $571k +6% 6.1k 93.46
 View chart
Nucor Corporation (NUE) 0.0 $569k 4.7k 120.34
 View chart
Ies Hldgs (IESC) 0.0 $557k 3.4k 165.11
 View chart
Bio Rad Labs Cl A (BIO) 0.0 $555k -6% 2.3k 243.56
 View chart
Primoris Services (PRIM) 0.0 $555k NEW 9.7k 57.41
 View chart
OSI Systems (OSIS) 0.0 $541k NEW 2.8k 194.34
 View chart
Us Bancorp Del Com New (USB) 0.0 $541k +4% 13k 42.22
 View chart
Adobe Systems Incorporated (ADBE) 0.0 $538k +6% 1.4k 383.50
 View chart
Atlanta Braves Hldgs Com Ser C (BATRK) 0.0 $536k +3% 13k 40.01
 View chart
Epam Systems (EPAM) 0.0 $532k NEW 3.2k 168.84
 View chart
Skyward Specialty Insurance Gr (SKWD) 0.0 $531k +6% 10k 52.92
 View chart
Old Dominion Freight Line (ODFL) 0.0 $530k -7% 3.2k 165.45
 View chart
RadNet (RDNT) 0.0 $529k +2% 11k 49.72
 View chart
BorgWarner (BWA) 0.0 $528k +3% 18k 28.65
 View chart
Adtalem Global Ed (ATGE) 0.0 $522k NEW 5.2k 100.64
 View chart
Kratos Defense & Sec Solutio Com New (KTOS) 0.0 $518k +2% 17k 29.69
 View chart
Vericel (VCEL) 0.0 $517k 12k 44.62
 View chart
Limbach Hldgs (LMB) 0.0 $510k NEW 6.8k 74.47
 View chart
Thermo Fisher Scientific (TMO) 0.0 $510k -5% 1.0k 497.60
 View chart
Lam Research Corp Com New (LRCX) 0.0 $490k NEW 6.7k 72.70
 View chart
Danaher Corporation (DHR) 0.0 $468k -5% 2.3k 205.00
 View chart
Sterling Construction Company (STRL) 0.0 $457k +58% 4.0k 113.21
 View chart
Woodside Energy Group Sponsored Adr (WDS) 0.0 $437k -9% 30k 14.49
 View chart
Manhattan Associates (MANH) 0.0 $419k -6% 2.4k 173.04
 View chart
Entegris (ENTG) 0.0 $405k -5% 4.6k 87.48
 View chart
Bofi Holding (AX) 0.0 $400k +11% 6.2k 64.52
 View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $380k NEW 6.0k 63.00
 View chart
Welltower Inc Com reit (WELL) 0.0 $376k NEW 2.5k 153.20
 View chart
Global X Fds Artificial Etf (AIQ) 0.0 $375k NEW 10k 36.38
 View chart
Viant Technology Com Cl A (DSP) 0.0 $367k NEW 30k 12.41
 View chart
Elf Beauty (ELF) 0.0 $331k +15% 5.3k 62.79
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $312k -97% 644.00 484.82
 View chart
Ge Aerospace Com New (GE) 0.0 $301k +10% 1.5k 200.11
 View chart
Crowdstrike Hldgs Cl A (CRWD) 0.0 $289k NEW 820.00 352.50
 View chart
Brinker International (EAT) 0.0 $283k -6% 1.9k 149.05
 View chart
Mr Cooper Group (COOP) 0.0 $281k -8% 2.3k 119.60
 View chart
Ishares Tr Cybersecurity (IHAK) 0.0 $280k NEW 6.0k 46.98
 View chart
Global X Fds Millennial Consu (MILN) 0.0 $280k NEW 6.5k 43.11
 View chart
Palo Alto Networks (PANW) 0.0 $277k NEW 1.6k 170.60
 View chart
Global X Fds Lithium Btry Etf (LIT) 0.0 $276k NEW 7.1k 38.80
 View chart
Global X Fds Internet Of Thng (SNSR) 0.0 $275k NEW 8.4k 32.94
 View chart
Amplify Etf Tr Onlin Retl Etf (IBUY) 0.0 $274k NEW 4.5k 60.15
 View chart
Arthur J. Gallagher & Co. (AJG) 0.0 $273k +11% 790.00 345.00
 View chart
Etf Ser Solutions Defiance Connect (SIXG) 0.0 $269k NEW 6.3k 42.50
 View chart
Global X Fds Fintech Etf (FINX) 0.0 $266k NEW 9.6k 27.56
 View chart
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $259k NEW 918.00 282.56
 View chart
Compass Cl A (COMP) 0.0 $257k NEW 29k 8.73
 View chart
Ishares Tr Future Ai & Tech (ARTY) 0.0 $256k NEW 8.1k 31.45
 View chart
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $246k -94% 2.1k 116.39
 View chart
Virtu Finl Cl A (VIRT) 0.0 $243k -7% 6.4k 38.12
 View chart
Targa Res Corp (TRGP) 0.0 $231k NEW 1.2k 200.50
 View chart
Doordash Cl A (DASH) 0.0 $231k NEW 1.3k 182.77
 View chart
Nrg Energy Com New (NRG) 0.0 $228k -5% 2.4k 95.50
 View chart
CRH Ord (CRH) 0.0 $227k +16% 2.6k 87.97
 View chart
Ferrari Nv Ord (RACE) 0.0 $226k NEW 534.00 423.62
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $225k NEW 1.7k 128.96
 View chart
TransDigm Group Incorporated (TDG) 0.0 $221k NEW 160.00 1383.29
 View chart
Texas Pacific Land Corp (TPL) 0.0 $217k NEW 164.00 1324.99
 View chart
Sea Sponsord Ads (SE) 0.0 $216k NEW 1.7k 130.49
 View chart
Equinix (EQIX) 0.0 $216k +13% 265.00 815.00
 View chart
Kkr & Co (KKR) 0.0 $209k +27% 1.8k 115.67
 View chart
Cheesecake Factory Incorporated (CAKE) 0.0 $208k -2% 4.3k 48.66
 View chart
ACI Worldwide (ACIW) 0.0 $207k -8% 3.8k 54.71
 View chart
Pjt Partners Com Cl A (PJT) 0.0 $206k -9% 1.5k 137.88
 View chart
Interface (TILE) 0.0 $204k -7% 10k 19.84
 View chart
Royal Caribbean Cruises (RCL) 0.0 $202k NEW 982.00 205.50
 View chart
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $194k NEW 17k 11.42
 View chart
First Fndtn (FFWM) 0.0 $55k NEW 11k 5.19
 View chart

Past Filings by Moran Wealth Management

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