Moran Wealth Management
Latest statistics and disclosures from Moran Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVO, TT, PH, WSM, CDNS, and represent 8.81% of Moran Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: MDT (+$19M), CI (+$17M), OKTA (+$17M), XPO (+$17M), MEDP (+$14M), LECO (+$12M), DHI (+$11M), MUSA (+$11M), PEP (+$11M), RSG (+$9.3M).
- Started 41 new stock positions in GOLD, METC, IESC, DHI, DVN, AMGN, ZBH, SA, HUBS, BLMN.
- Reduced shares in these 10 stocks: BKR (-$20M), YUM (-$17M), MDLZ (-$16M), SONY (-$14M), , DE (-$13M), WDC (-$13M), SPY (-$12M), OLLI (-$11M), HUM (-$10M).
- Sold out of its positions in AMH, ADM, BKR, BLK, BA, BYD, CIO, CRK, Cymabay Therapeutics, DO.
- Moran Wealth Management was a net seller of stock by $-2.8M.
- Moran Wealth Management has $3.1B in assets under management (AUM), dropping by 9.78%.
- Central Index Key (CIK): 0001965334
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Portfolio Holdings for Moran Wealth Management
Moran Wealth Management holds 409 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Novo-nordisk A S Adr (NVO) | 1.8 | $57M | 440k | 128.40 |
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| Trane Technologies SHS (TT) | 1.8 | $55M | -3% | 184k | 300.20 |
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| Parker-Hannifin Corporation (PH) | 1.7 | $54M | -4% | 97k | 555.79 |
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| Williams-Sonoma (WSM) | 1.7 | $54M | -5% | 169k | 317.53 |
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| Cadence Design Systems (CDNS) | 1.7 | $53M | -5% | 170k | 311.28 |
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| Merck & Co (MRK) | 1.5 | $47M | -13% | 355k | 131.95 |
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| Microsoft Corporation (MSFT) | 1.5 | $47M | 111k | 420.72 |
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| JPMorgan Chase & Co. (JPM) | 1.5 | $46M | +18% | 229k | 200.30 |
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| EOG Resources (EOG) | 1.2 | $38M | +2% | 300k | 127.84 |
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| Celanese Corporation (CE) | 1.2 | $37M | 218k | 171.86 |
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| Broadcom (AVGO) | 1.2 | $37M | +8% | 28k | 1325.41 |
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| Linde SHS (LIN) | 1.2 | $36M | -4% | 77k | 464.32 |
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| Exxon Mobil Corporation (XOM) | 1.1 | $34M | 294k | 116.24 |
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| Lockheed Martin Corporation (LMT) | 1.1 | $33M | 73k | 454.87 |
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| Totalenergies Se Sponsored Ads (TTE) | 1.1 | $33M | +20% | 480k | 68.83 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.9 | $28M | -2% | 202k | 136.05 |
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| Blackstone Group Inc Com Cl A (BX) | 0.9 | $27M | -2% | 205k | 131.37 |
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| Gartner (IT) | 0.9 | $26M | 55k | 476.67 |
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| Bhp Group Sponsored Ads (BHP) | 0.8 | $26M | 454k | 57.69 |
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| Snap-on Incorporated (SNA) | 0.8 | $26M | 88k | 296.22 |
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| Molina Healthcare (MOH) | 0.8 | $26M | -2% | 63k | 410.83 |
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| Intuit (INTU) | 0.8 | $25M | 39k | 650.00 |
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| Paccar (PCAR) | 0.8 | $25M | -2% | 203k | 123.89 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $25M | -33% | 47k | 523.07 |
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| Prologis (PLD) | 0.8 | $25M | +7% | 189k | 130.22 |
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| Ameriprise Financial (AMP) | 0.8 | $25M | -2% | 56k | 438.44 |
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| Chemed Corp Com Stk (CHE) | 0.8 | $24M | -2% | 38k | 641.93 |
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| NVIDIA Corporation (NVDA) | 0.8 | $24M | +14% | 27k | 903.56 |
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| Motorola Solutions Com New (MSI) | 0.8 | $24M | -2% | 68k | 354.98 |
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| Chubb (CB) | 0.8 | $23M | +10% | 90k | 259.13 |
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| NetApp (NTAP) | 0.8 | $23M | -3% | 223k | 104.97 |
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| Northrop Grumman Corporation (NOC) | 0.7 | $23M | +4% | 48k | 478.66 |
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| Texas Instruments Incorporated (TXN) | 0.7 | $23M | 132k | 174.21 |
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| Msci (MSCI) | 0.7 | $23M | 41k | 560.45 |
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| Eaton Corp SHS (ETN) | 0.7 | $23M | -4% | 73k | 312.68 |
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| Cisco Systems (CSCO) | 0.7 | $23M | +19% | 453k | 49.91 |
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| Garmin SHS (GRMN) | 0.7 | $22M | 147k | 148.87 |
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| Cigna Corp (CI) | 0.7 | $22M | +410% | 59k | 363.19 |
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| AvalonBay Communities (AVB) | 0.7 | $21M | -2% | 111k | 185.56 |
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| Murphy Usa (MUSA) | 0.7 | $20M | +123% | 49k | 419.20 |
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| Expeditors International of Washington (EXPD) | 0.7 | $20M | 167k | 121.57 |
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| Quanta Services (PWR) | 0.7 | $20M | 78k | 259.80 |
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| Caterpillar (CAT) | 0.7 | $20M | 55k | 366.43 |
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| Brunswick Corporation (BC) | 0.6 | $20M | 208k | 96.52 |
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| salesforce (CRM) | 0.6 | $20M | 67k | 301.18 |
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| Cdw (CDW) | 0.6 | $19M | 76k | 255.78 |
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| Regeneron Pharmaceuticals (REGN) | 0.6 | $19M | -2% | 20k | 962.49 |
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| Ingersoll Rand (IR) | 0.6 | $19M | -3% | 203k | 94.95 |
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| Medtronic SHS (MDT) | 0.6 | $19M | NEW | 213k | 87.15 |
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| Everest Re Group (EG) | 0.6 | $19M | 47k | 397.50 |
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| AmerisourceBergen (COR) | 0.6 | $18M | -2% | 73k | 242.99 |
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| Pulte (PHM) | 0.6 | $18M | +8% | 146k | 120.62 |
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| AFLAC Incorporated (AFL) | 0.6 | $18M | -2% | 204k | 85.86 |
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| Atmos Energy Corporation (ATO) | 0.6 | $17M | -14% | 146k | 118.87 |
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| Iqvia Holdings (IQV) | 0.6 | $17M | 68k | 252.89 |
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| Howmet Aerospace (HWM) | 0.6 | $17M | 250k | 68.43 |
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| Hershey Company (HSY) | 0.5 | $17M | 87k | 194.50 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $17M | 35k | 481.57 |
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| Owens Corning (OC) | 0.5 | $17M | +33% | 100k | 166.80 |
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| General Dynamics Corporation (GD) | 0.5 | $17M | +17% | 59k | 282.49 |
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| Okta Cl A (OKTA) | 0.5 | $17M | NEW | 159k | 104.62 |
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| FedEx Corporation (FDX) | 0.5 | $17M | 57k | 289.74 |
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| Xpo Logistics Inc equity (XPO) | 0.5 | $17M | NEW | 135k | 122.03 |
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| Republic Services (RSG) | 0.5 | $16M | +131% | 85k | 191.44 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $16M | +6% | 107k | 152.26 |
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| Carlisle Companies (CSL) | 0.5 | $16M | 41k | 391.85 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $16M | +43% | 47k | 346.61 |
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| Packaging Corporation of America (PKG) | 0.5 | $16M | 83k | 189.78 |
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| GSK Sponsored Adr (GSK) | 0.5 | $15M | +64% | 356k | 42.87 |
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| Ubs Group SHS (UBS) | 0.5 | $15M | +74% | 496k | 30.72 |
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| Stellantis SHS (STLA) | 0.5 | $15M | -3% | 524k | 28.30 |
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| Lincoln Electric Holdings (LECO) | 0.5 | $15M | +428% | 57k | 255.44 |
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| Pepsi (PEP) | 0.5 | $15M | +288% | 83k | 175.01 |
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| UnitedHealth (UNH) | 0.5 | $14M | +8% | 29k | 494.70 |
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| Comfort Systems USA (FIX) | 0.5 | $14M | -3% | 45k | 317.71 |
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| Meta Platforms Cl A (META) | 0.5 | $14M | 29k | 485.58 |
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| Ptc (PTC) | 0.4 | $14M | 73k | 188.94 |
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| Medpace Hldgs (MEDP) | 0.4 | $14M | NEW | 34k | 404.15 |
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| Johnson & Johnson (JNJ) | 0.4 | $14M | 87k | 158.19 |
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| Rio Tinto Sponsored Adr (RIO) | 0.4 | $14M | 214k | 63.74 |
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| Veeva Sys Cl A Com (VEEV) | 0.4 | $13M | 58k | 231.69 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $13M | +3% | 89k | 150.93 |
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| Sprouts Fmrs Mkt (SFM) | 0.4 | $13M | -2% | 205k | 64.48 |
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| AutoZone (AZO) | 0.4 | $13M | 4.1k | 3151.65 |
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| Schlumberger Com Stk (SLB) | 0.4 | $13M | 236k | 54.81 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $13M | +10% | 26k | 504.60 |
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| Netflix (NFLX) | 0.4 | $13M | +11% | 21k | 607.33 |
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| Ametek (AME) | 0.4 | $13M | 69k | 182.90 |
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| Itt (ITT) | 0.4 | $12M | 87k | 136.03 |
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| S&p Global (SPGI) | 0.4 | $12M | +2% | 28k | 425.45 |
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| Westlake Chemical Corporation (WLK) | 0.4 | $12M | 76k | 152.80 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $11M | 27k | 418.01 |
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| Eagle Materials (EXP) | 0.4 | $11M | -3% | 42k | 271.75 |
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| Monster Beverage Corp (MNST) | 0.4 | $11M | 192k | 59.28 |
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| D.R. Horton (DHI) | 0.4 | $11M | NEW | 69k | 164.55 |
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| Public Storage (PSA) | 0.4 | $11M | -23% | 39k | 290.06 |
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| Dick's Sporting Goods (DKS) | 0.4 | $11M | 50k | 224.86 |
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| Zoetis Cl A (ZTS) | 0.4 | $11M | 66k | 169.21 |
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| At&t (T) | 0.4 | $11M | +21% | 624k | 17.60 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.4 | $11M | -6% | 388k | 27.88 |
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| Intel Corporation (INTC) | 0.4 | $11M | 245k | 44.17 |
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| FactSet Research Systems (FDS) | 0.3 | $11M | 23k | 454.39 |
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| Mueller Industries (MLI) | 0.3 | $11M | 195k | 53.93 |
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| Monolithic Power Systems (MPWR) | 0.3 | $10M | 15k | 677.42 |
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| Wal-Mart Stores (WMT) | 0.3 | $10M | +194% | 166k | 60.17 |
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| Chord Energy Corporation Com New (CHRD) | 0.3 | $9.8M | +47% | 55k | 178.24 |
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| AGCO Corporation (AGCO) | 0.3 | $9.7M | +150% | 79k | 123.02 |
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| Oneok (OKE) | 0.3 | $9.4M | -5% | 117k | 80.17 |
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| Lennar Corp Cl A (LEN) | 0.3 | $9.4M | -27% | 55k | 171.98 |
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| Darden Restaurants (DRI) | 0.3 | $9.3M | -3% | 56k | 167.15 |
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| Suzano S A Spon Ads (SUZ) | 0.3 | $9.2M | +118% | 722k | 12.78 |
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| T. Rowe Price (TROW) | 0.3 | $9.2M | +2% | 75k | 121.92 |
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| Dillards Cl A (DDS) | 0.3 | $9.1M | -3% | 19k | 471.64 |
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| Huntington Ingalls Inds (HII) | 0.3 | $9.0M | +4% | 31k | 291.47 |
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| Deckers Outdoor Corporation (DECK) | 0.3 | $9.0M | NEW | 9.5k | 941.26 |
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| Cintas Corporation (CTAS) | 0.3 | $8.9M | -5% | 13k | 687.03 |
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| Steel Dynamics (STLD) | 0.3 | $8.9M | +42% | 60k | 148.23 |
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| Appfolio Com Cl A (APPF) | 0.3 | $8.9M | NEW | 36k | 246.74 |
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| Deere & Company (DE) | 0.3 | $8.7M | -60% | 21k | 410.74 |
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| Ishares Msci Italy Etf (EWI) | 0.3 | $8.7M | -2% | 229k | 37.72 |
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| MasTec (MTZ) | 0.3 | $8.6M | 92k | 93.25 |
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| Meritage Homes Corporation (MTH) | 0.3 | $8.5M | 49k | 175.46 |
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| Rli (RLI) | 0.3 | $8.5M | +3% | 57k | 148.47 |
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| Tetra Tech (TTEK) | 0.3 | $8.4M | 46k | 184.71 |
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| Anthem (ELV) | 0.3 | $8.4M | -5% | 16k | 518.54 |
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| Ufp Industries (UFPI) | 0.3 | $8.4M | 68k | 123.01 |
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| CVS Caremark Corporation (CVS) | 0.3 | $8.3M | +363% | 105k | 79.76 |
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| Topbuild (BLD) | 0.3 | $8.3M | -2% | 19k | 440.73 |
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| AutoNation (AN) | 0.3 | $8.3M | +2% | 50k | 165.58 |
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| BP Sponsored Adr (BP) | 0.3 | $8.2M | 218k | 37.68 |
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| Texas Roadhouse (TXRH) | 0.3 | $8.1M | 53k | 154.47 |
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| Ishares Msci Sth Kor Etf (EWY) | 0.3 | $8.1M | NEW | 121k | 67.11 |
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| Costco Wholesale Corporation (COST) | 0.3 | $7.9M | -7% | 11k | 732.63 |
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| Synopsys (SNPS) | 0.3 | $7.8M | +1440% | 14k | 571.50 |
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| Zimmer Holdings (ZBH) | 0.2 | $7.3M | NEW | 55k | 131.98 |
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| Acuity Brands (AYI) | 0.2 | $7.2M | -7% | 27k | 268.73 |
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| Netease Sponsored Ads (NTES) | 0.2 | $7.1M | +2% | 68k | 103.47 |
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| Discover Financial Services (DFS) | 0.2 | $6.8M | +4% | 52k | 131.09 |
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| Lithia Motors (LAD) | 0.2 | $6.8M | 23k | 300.86 |
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| LKQ Corporation (LKQ) | 0.2 | $6.7M | -6% | 126k | 53.41 |
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| Encore Wire Corporation (WIRE) | 0.2 | $6.5M | 25k | 262.78 |
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| Eli Lilly & Co. (LLY) | 0.2 | $6.4M | -2% | 8.2k | 777.96 |
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| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.2 | $6.3M | 415k | 15.21 |
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| Myr (MYRG) | 0.2 | $6.3M | +55% | 36k | 176.75 |
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| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.2 | $6.2M | 528k | 11.77 |
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| CBOE Holdings (CBOE) | 0.2 | $6.1M | +5% | 33k | 183.73 |
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| Innospec (IOSP) | 0.2 | $6.1M | 47k | 128.94 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.2 | $6.0M | -4% | 542k | 10.99 |
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| Arista Networks (ANET) | 0.2 | $6.0M | +97% | 21k | 289.98 |
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| United Microelectronics Corp Spon Adr New (UMC) | 0.2 | $5.9M | -2% | 732k | 8.09 |
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| Simpson Manufacturing (SSD) | 0.2 | $5.9M | +94% | 29k | 205.18 |
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| Dollar General (DG) | 0.2 | $5.8M | -62% | 37k | 156.06 |
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| Apogee Enterprises (APOG) | 0.2 | $5.8M | 98k | 59.20 |
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| Cabot Corporation (CBT) | 0.2 | $5.7M | +54% | 61k | 92.20 |
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| Diageo Spon Adr New (DEO) | 0.2 | $5.6M | +6% | 38k | 148.74 |
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| Ishares Msci Mexico Etf (EWW) | 0.2 | $5.6M | +9% | 81k | 69.31 |
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| Amgen (AMGN) | 0.2 | $5.5M | NEW | 20k | 284.32 |
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| Centene Corporation (CNC) | 0.2 | $5.5M | NEW | 70k | 78.48 |
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| Willis Towers Watson SHS (WTW) | 0.2 | $5.5M | 20k | 275.00 |
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| Masimo Corporation (MASI) | 0.2 | $5.5M | +4% | 37k | 146.85 |
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| Cirrus Logic (CRUS) | 0.2 | $5.5M | +2% | 59k | 92.56 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $5.5M | -3% | 13k | 420.52 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.2 | $5.4M | 76k | 71.35 |
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| Unilever Spon Adr New (UL) | 0.2 | $5.3M | 106k | 50.19 |
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| Apple (AAPL) | 0.2 | $5.3M | +6% | 31k | 171.48 |
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| Builders FirstSource (BLDR) | 0.2 | $5.3M | +51% | 26k | 208.55 |
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| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.2 | $5.3M | -2% | 761k | 6.93 |
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| British Amern Tob Sponsored Adr (BTI) | 0.2 | $5.2M | 172k | 30.50 |
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| Diamondback Energy (FANG) | 0.2 | $5.2M | +27% | 26k | 198.17 |
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| Civitas Resources Com New (CIVI) | 0.2 | $5.2M | 69k | 75.91 |
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| Global X Fds Gb Msci Ar Etf (ARGT) | 0.2 | $5.1M | 94k | 53.79 |
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| Abercrombie & Fitch Cl A (ANF) | 0.2 | $5.0M | -4% | 40k | 125.33 |
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| M.D.C. Holdings (MDC) | 0.2 | $5.0M | 80k | 62.91 |
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| Progressive Corporation (PGR) | 0.2 | $4.9M | -12% | 24k | 206.82 |
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| Hibbett Sports (HIBB) | 0.2 | $4.9M | +3% | 64k | 76.81 |
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| Brady Corp Cl A (BRC) | 0.2 | $4.9M | 82k | 59.28 |
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| Smith & Nephew Spdn Adr New (SNN) | 0.2 | $4.9M | 192k | 25.36 |
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| Waste Management (WM) | 0.2 | $4.8M | -8% | 22k | 213.15 |
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| Plexus (PLXS) | 0.2 | $4.7M | +2% | 50k | 94.82 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $4.7M | 4.9k | 970.47 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $4.7M | -3% | 9.0k | 522.88 |
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| Globus Med Cl A (GMED) | 0.1 | $4.6M | +3% | 86k | 53.64 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $4.5M | -35% | 66k | 68.80 |
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| Humana (HUM) | 0.1 | $4.5M | -69% | 13k | 346.72 |
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| Valmont Industries (VMI) | 0.1 | $4.5M | +3% | 20k | 228.28 |
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| Ambev Sa Sponsored Adr (ABEV) | 0.1 | $4.5M | +2% | 1.8M | 2.48 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $4.4M | -35% | 136k | 32.23 |
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| Emcor (EME) | 0.1 | $4.3M | -10% | 12k | 350.20 |
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| Boise Cascade (BCC) | 0.1 | $4.2M | 27k | 153.37 |
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| Pinnacle West Capital Corporation (PNW) | 0.1 | $4.1M | -60% | 55k | 74.73 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $4.1M | -15% | 16k | 251.68 |
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| McKesson Corporation (MCK) | 0.1 | $4.0M | -12% | 7.5k | 536.85 |
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| UniFirst Corporation (UNF) | 0.1 | $3.9M | +4% | 22k | 173.43 |
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| Halliburton Company (HAL) | 0.1 | $3.9M | 98k | 39.42 |
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| Sap Se Spon Adr (SAP) | 0.1 | $3.9M | -4% | 20k | 195.03 |
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| Corpay Com Shs | 0.1 | $3.8M | NEW | 12k | 308.54 |
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| Fidelity National Information Services (FIS) | 0.1 | $3.8M | +78% | 51k | 74.18 |
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| Cme (CME) | 0.1 | $3.7M | +41% | 17k | 215.29 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $3.7M | -38% | 361k | 10.23 |
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| Equinix (EQIX) | 0.1 | $3.7M | +23% | 4.5k | 825.33 |
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| Toll Brothers (TOL) | 0.1 | $3.6M | +64% | 28k | 129.37 |
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| Nutrien (NTR) | 0.1 | $3.6M | -51% | 67k | 54.31 |
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| Icici Bank Adr (IBN) | 0.1 | $3.5M | 134k | 26.41 |
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| Dollar Tree (DLTR) | 0.1 | $3.5M | -59% | 26k | 133.15 |
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| Cardinal Health (CAH) | 0.1 | $3.5M | -3% | 31k | 111.90 |
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| Capri Holdings SHS (CPRI) | 0.1 | $3.5M | +79% | 77k | 45.30 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $3.5M | +3% | 51k | 67.75 |
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| Cummins (CMI) | 0.1 | $3.5M | 12k | 294.65 |
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| Federal Signal Corporation (FSS) | 0.1 | $3.4M | -8% | 40k | 84.87 |
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| Moelis & Co Cl A (MC) | 0.1 | $3.4M | 60k | 56.77 |
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| International Business Machines (IBM) | 0.1 | $3.4M | NEW | 18k | 190.96 |
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| Cameco Corporation (CCJ) | 0.1 | $3.3M | +2% | 77k | 43.32 |
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| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.1 | $3.3M | 26k | 130.27 |
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| Stryker Corporation (SYK) | 0.1 | $3.2M | 8.9k | 357.87 |
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| Arch Cap Group Ord (ACGL) | 0.1 | $3.2M | 34k | 92.44 |
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| Dynatrace Com New (DT) | 0.1 | $3.1M | -64% | 67k | 46.44 |
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| Casey's General Stores (CASY) | 0.1 | $3.1M | 9.7k | 318.45 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $3.1M | -34% | 38k | 80.63 |
|
| Verizon Communications (VZ) | 0.1 | $3.1M | +51% | 73k | 41.96 |
|
| Infosys Sponsored Adr (INFY) | 0.1 | $3.0M | 170k | 17.93 |
|
|
| Barrick Gold Corp (GOLD) | 0.1 | $3.0M | NEW | 180k | 16.64 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $3.0M | -35% | 77k | 38.88 |
|
| Buckle (BKE) | 0.1 | $3.0M | +3% | 74k | 40.27 |
|
| Fresenius Medical Care Sponsored Adr (FMS) | 0.1 | $3.0M | 154k | 19.28 |
|
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $3.0M | -8% | 42k | 69.95 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.1 | $2.9M | -55% | 37k | 78.23 |
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $2.9M | +2% | 13k | 218.46 |
|
| Expedia Group Com New (EXPE) | 0.1 | $2.9M | +75% | 21k | 137.75 |
|
| Roper Industries (ROP) | 0.1 | $2.9M | -60% | 5.1k | 560.84 |
|
| American Water Works (AWK) | 0.1 | $2.8M | -7% | 23k | 122.21 |
|
| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $2.8M | 65k | 43.24 |
|
|
| Terex Corporation (TEX) | 0.1 | $2.8M | 43k | 64.40 |
|
|
| Helmerich & Payne (HP) | 0.1 | $2.7M | +7% | 65k | 42.06 |
|
| Insight Enterprises (NSIT) | 0.1 | $2.7M | -6% | 15k | 185.52 |
|
| Booking Holdings (BKNG) | 0.1 | $2.7M | +5% | 741.00 | 3627.88 |
|
| Wabash National Corporation (WNC) | 0.1 | $2.7M | NEW | 89k | 29.94 |
|
| Copart (CPRT) | 0.1 | $2.7M | +7% | 46k | 57.92 |
|
| Cogent Communications Hldgs Com New (CCOI) | 0.1 | $2.7M | +2% | 41k | 65.33 |
|
| Generac Holdings (GNRC) | 0.1 | $2.7M | +56% | 21k | 126.14 |
|
| Oxford Industries (OXM) | 0.1 | $2.6M | 23k | 112.40 |
|
|
| Artisan Partners Asset Mgmt Cl A (APAM) | 0.1 | $2.6M | +62% | 57k | 45.77 |
|
| Consol Energy (CEIX) | 0.1 | $2.6M | NEW | 31k | 83.76 |
|
| Bloomin Brands (BLMN) | 0.1 | $2.6M | NEW | 90k | 28.68 |
|
| Liberty Energy Com Cl A (LBRT) | 0.1 | $2.6M | +8% | 124k | 20.72 |
|
| Federated Hermes CL B (FHI) | 0.1 | $2.4M | +5% | 67k | 36.12 |
|
| Diodes Incorporated (DIOD) | 0.1 | $2.3M | +6% | 33k | 70.50 |
|
| Uber Technologies (UBER) | 0.1 | $2.3M | +21% | 29k | 76.99 |
|
| Amazon (AMZN) | 0.1 | $2.3M | +35% | 13k | 180.38 |
|
| Coca-Cola Company (KO) | 0.1 | $2.2M | -7% | 37k | 61.18 |
|
| ON Semiconductor (ON) | 0.1 | $2.2M | +54% | 30k | 73.55 |
|
| Altria (MO) | 0.1 | $2.2M | +57% | 51k | 43.62 |
|
| Celsius Hldgs Com New (CELH) | 0.1 | $2.2M | +7% | 26k | 82.92 |
|
| Simon Property (SPG) | 0.1 | $2.2M | +27% | 14k | 156.49 |
|
| Werner Enterprises (WERN) | 0.1 | $2.1M | +6% | 55k | 39.12 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $2.1M | +17% | 23k | 93.44 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $2.0M | -67% | 6.7k | 300.08 |
|
| Advanced Micro Devices (AMD) | 0.1 | $1.8M | +15% | 10k | 180.49 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.8M | +17% | 5.5k | 320.59 |
|
| Equinox Gold Corp equities (EQX) | 0.1 | $1.7M | -10% | 289k | 6.02 |
|
| Gaming & Leisure Pptys (GLPI) | 0.1 | $1.7M | -77% | 37k | 46.07 |
|
| Essential Properties Realty reit (EPRT) | 0.1 | $1.7M | -2% | 62k | 26.66 |
|
| Warrior Met Coal (HCC) | 0.1 | $1.6M | -12% | 27k | 60.70 |
|
| Draftkings Com Cl A (DKNG) | 0.1 | $1.6M | +20% | 35k | 45.41 |
|
| Tko Group Holdings Cl A (TKO) | 0.1 | $1.6M | +4% | 18k | 86.41 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $1.5M | -38% | 32k | 47.46 |
|
| Host Hotels & Resorts (HST) | 0.0 | $1.5M | NEW | 74k | 20.68 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $1.5M | NEW | 11k | 142.58 |
|
| Caretrust Reit (CTRE) | 0.0 | $1.5M | NEW | 62k | 24.37 |
|
| Regency Centers Corporation (REG) | 0.0 | $1.5M | -3% | 25k | 60.56 |
|
| Stag Industrial (STAG) | 0.0 | $1.5M | 39k | 38.44 |
|
|
| Cubesmart (CUBE) | 0.0 | $1.5M | -3% | 33k | 45.22 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $1.5M | +546% | 17k | 86.48 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $1.4M | -9% | 22k | 64.99 |
|
| Qualcomm (QCOM) | 0.0 | $1.4M | -87% | 8.3k | 169.30 |
|
| Alamos Gold Com Cl A (AGI) | 0.0 | $1.4M | -12% | 94k | 14.75 |
|
| Block Cl A (SQ) | 0.0 | $1.4M | +37% | 16k | 84.58 |
|
| Innovative Industria A (IIPR) | 0.0 | $1.4M | -5% | 13k | 103.54 |
|
| Terreno Realty Corporation (TRNO) | 0.0 | $1.3M | 20k | 66.40 |
|
|
| Cousins Pptys Com New (CUZ) | 0.0 | $1.3M | 53k | 24.04 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $1.2M | -11% | 26k | 47.02 |
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $1.2M | +4% | 19k | 63.11 |
|
| EastGroup Properties (EGP) | 0.0 | $1.2M | -11% | 6.6k | 179.77 |
|
| Equity Lifestyle Properties (ELS) | 0.0 | $1.2M | 18k | 64.40 |
|
|
| Pbf Energy Cl A (PBF) | 0.0 | $1.2M | +27% | 20k | 57.57 |
|
| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $1.2M | -6% | 23k | 50.30 |
|
| Agree Realty Corporation (ADC) | 0.0 | $1.2M | 20k | 57.12 |
|
|
| Mid-America Apartment (MAA) | 0.0 | $1.2M | +7% | 8.8k | 131.58 |
|
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $1.2M | +6% | 12k | 98.40 |
|
| Agnico (AEM) | 0.0 | $1.1M | -11% | 19k | 59.65 |
|
| Arch Resources Cl A (ARCH) | 0.0 | $1.1M | -11% | 6.6k | 160.79 |
|
| Franco-Nevada Corporation (FNV) | 0.0 | $1.1M | -3% | 8.9k | 119.16 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $1.0M | -6% | 29k | 35.84 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $1.0M | -10% | 22k | 47.13 |
|
| Royal Gold (RGLD) | 0.0 | $1.0M | -9% | 8.4k | 121.81 |
|
| Arcadium Lithium Com Shs (ALTM) | 0.0 | $1.0M | NEW | 238k | 4.31 |
|
| Albemarle Corporation (ALB) | 0.0 | $994k | -2% | 7.5k | 131.74 |
|
| Peabody Energy (BTU) | 0.0 | $926k | -10% | 38k | 24.26 |
|
| Hess (HES) | 0.0 | $920k | -10% | 6.0k | 152.64 |
|
| Woodside Energy Group Sponsored Adr (WDS) | 0.0 | $893k | -15% | 45k | 19.97 |
|
| News Corp Cl A (NWSA) | 0.0 | $890k | 34k | 26.18 |
|
|
| Reliance Steel & Aluminum (RS) | 0.0 | $881k | 2.6k | 334.18 |
|
|
| Wk Kellogg Com Shs (KLG) | 0.0 | $861k | +13% | 46k | 18.80 |
|
| Steven Madden (SHOO) | 0.0 | $856k | 20k | 42.28 |
|
|
| Nucor Corporation (NUE) | 0.0 | $855k | 4.3k | 197.90 |
|
|
| Servicenow (NOW) | 0.0 | $835k | +50% | 1.1k | 762.40 |
|
| Acushnet Holdings Corp (GOLF) | 0.0 | $834k | 13k | 65.95 |
|
|
| ConocoPhillips (COP) | 0.0 | $813k | 6.4k | 127.28 |
|
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $779k | -11% | 22k | 35.91 |
|
| Valero Energy Corporation (VLO) | 0.0 | $758k | 4.4k | 170.69 |
|
|
| Bio Rad Labs Cl A (BIO) | 0.0 | $754k | NEW | 2.2k | 345.87 |
|
| Commercial Metals Company (CMC) | 0.0 | $749k | 13k | 58.77 |
|
|
| Analog Devices (ADI) | 0.0 | $743k | 3.8k | 197.79 |
|
|
| Louisiana-Pacific Corporation (LPX) | 0.0 | $734k | -13% | 8.7k | 83.91 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $690k | +32% | 19k | 35.80 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $683k | +32% | 5.8k | 116.84 |
|
| Dolby Laboratories Com Cl A (DLB) | 0.0 | $683k | 8.2k | 83.77 |
|
|
| Manpower (MAN) | 0.0 | $652k | 8.4k | 77.64 |
|
|
| Unum (UNM) | 0.0 | $633k | +8% | 12k | 53.66 |
|
| Amdocs SHS (DOX) | 0.0 | $623k | +2% | 6.9k | 90.37 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $617k | +8% | 6.3k | 97.53 |
|
| Elf Beauty (ELF) | 0.0 | $567k | +2% | 2.9k | 196.03 |
|
| UFP Technologies (UFPT) | 0.0 | $565k | +3% | 2.2k | 252.20 |
|
| Schneider National CL B (SNDR) | 0.0 | $549k | +3% | 24k | 22.64 |
|
| BorgWarner (BWA) | 0.0 | $525k | -12% | 15k | 34.74 |
|
| Biogen Idec (BIIB) | 0.0 | $487k | +7% | 2.3k | 215.63 |
|
| Intercontinental Exchange (ICE) | 0.0 | $477k | +42% | 3.5k | 137.43 |
|
| Domino's Pizza (DPZ) | 0.0 | $471k | +80% | 948.00 | 496.88 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $471k | +82% | 162.00 | 2906.77 |
|
| Dream Finders Homes Com Cl A (DFH) | 0.0 | $462k | +5% | 11k | 43.73 |
|
| Palo Alto Networks (PANW) | 0.0 | $454k | +40% | 1.6k | 284.13 |
|
| Lam Research Corporation (LRCX) | 0.0 | $450k | +47% | 463.00 | 971.57 |
|
| Weatherford Intl Ord Shs (WFRD) | 0.0 | $448k | +6% | 3.9k | 115.42 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $445k | +31% | 8.7k | 50.86 |
|
| Xylem (XYL) | 0.0 | $441k | +5% | 3.4k | 129.24 |
|
| AeroVironment (AVAV) | 0.0 | $432k | +6% | 2.8k | 153.28 |
|
| Entegris (ENTG) | 0.0 | $432k | +50% | 3.1k | 140.54 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $430k | +48% | 4.4k | 96.83 |
|
| Cbiz (CBZ) | 0.0 | $422k | +5% | 5.4k | 78.50 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $420k | -12% | 3.9k | 106.52 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $416k | +43% | 1.0k | 399.09 |
|
| Stride (LRN) | 0.0 | $414k | +5% | 6.6k | 63.05 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $411k | +57% | 2.5k | 164.96 |
|
| CoStar (CSGP) | 0.0 | $407k | +64% | 4.2k | 96.60 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $406k | +53% | 1.6k | 252.31 |
|
| Manhattan Associates (MANH) | 0.0 | $401k | +56% | 1.6k | 250.23 |
|
| Teekay Tankers Cl A (TNK) | 0.0 | $396k | -5% | 6.8k | 58.41 |
|
| Autodesk (ADSK) | 0.0 | $394k | +55% | 1.5k | 260.42 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $392k | +58% | 674.00 | 581.21 |
|
| TJX Companies (TJX) | 0.0 | $391k | +50% | 3.9k | 101.42 |
|
| Ansys (ANSS) | 0.0 | $390k | +56% | 1.1k | 347.16 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $388k | +224% | 1.8k | 219.31 |
|
| Danaher Corporation (DHR) | 0.0 | $384k | +42% | 1.5k | 249.72 |
|
| Cimpress Shs Euro (CMPR) | 0.0 | $383k | +5% | 4.3k | 88.51 |
|
| Cavco Industries (CVCO) | 0.0 | $381k | +6% | 954.00 | 399.06 |
|
| Jack Henry & Associates (JKHY) | 0.0 | $380k | +59% | 2.2k | 173.73 |
|
| HEICO Corporation (HEI) | 0.0 | $379k | +60% | 2.0k | 191.00 |
|
| Verra Mobility Corp Cl A Com Stk (VRRM) | 0.0 | $374k | +9% | 15k | 24.97 |
|
| Automatic Data Processing (ADP) | 0.0 | $371k | +63% | 1.5k | 249.74 |
|
| Tyler Technologies (TYL) | 0.0 | $370k | +61% | 870.00 | 425.01 |
|
| Casella Waste Sys Cl A (CWST) | 0.0 | $363k | +7% | 3.7k | 98.87 |
|
| U.S. Lime & Minerals (USLM) | 0.0 | $362k | NEW | 1.2k | 298.14 |
|
| RadNet (RDNT) | 0.0 | $361k | +9% | 7.4k | 48.66 |
|
| Rockwell Automation (ROK) | 0.0 | $360k | +69% | 1.2k | 291.33 |
|
| Electronic Arts (EA) | 0.0 | $359k | NEW | 2.7k | 132.67 |
|
| SPS Commerce (SPSC) | 0.0 | $351k | +6% | 1.9k | 184.90 |
|
| Teck Resources CL B (TECK) | 0.0 | $349k | -9% | 7.6k | 45.78 |
|
| BioMarin Pharmaceutical (BMRN) | 0.0 | $348k | +69% | 4.0k | 87.34 |
|
| Novanta (NOVT) | 0.0 | $341k | +7% | 2.0k | 174.77 |
|
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.0 | $323k | +9% | 24k | 13.23 |
|
| Dex (DXCM) | 0.0 | $320k | NEW | 2.3k | 138.70 |
|
| Hubspot (HUBS) | 0.0 | $319k | NEW | 509.00 | 626.56 |
|
| Lululemon Athletica (LULU) | 0.0 | $314k | +61% | 804.00 | 390.65 |
|
| Snowflake Cl A (SNOW) | 0.0 | $314k | +60% | 1.9k | 161.60 |
|
| Docusign (DOCU) | 0.0 | $312k | NEW | 5.2k | 59.55 |
|
| CF Industries Holdings (CF) | 0.0 | $312k | -11% | 3.7k | 83.21 |
|
| Protagonist Therapeutics (PTGX) | 0.0 | $311k | NEW | 11k | 28.93 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $310k | NEW | 3.4k | 90.05 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $309k | NEW | 1.2k | 264.20 |
|
| Rollins (ROL) | 0.0 | $308k | NEW | 6.7k | 46.27 |
|
| Camtek Ord (CAMT) | 0.0 | $306k | +10% | 3.7k | 83.77 |
|
| Inter Parfums (IPAR) | 0.0 | $301k | +14% | 2.1k | 140.51 |
|
| Tecnoglass Ord Shs (TGLS) | 0.0 | $299k | -35% | 5.8k | 52.03 |
|
| Q2 Holdings (QTWO) | 0.0 | $298k | NEW | 5.7k | 52.56 |
|
| Atlanta Braves Hldgs Com Ser C (BATRK) | 0.0 | $295k | +18% | 7.6k | 39.06 |
|
| Ies Hldgs (IESC) | 0.0 | $294k | NEW | 2.4k | 121.64 |
|
| Vale S A Sponsored Ads (VALE) | 0.0 | $293k | -11% | 24k | 12.19 |
|
| FormFactor (FORM) | 0.0 | $285k | +12% | 6.2k | 45.63 |
|
| Vita Coco Co Inc/the (COCO) | 0.0 | $283k | +22% | 12k | 24.43 |
|
| Exelixis (EXEL) | 0.0 | $281k | NEW | 12k | 23.73 |
|
| MercadoLibre (MELI) | 0.0 | $278k | NEW | 184.00 | 1511.96 |
|
| InterDigital (IDCC) | 0.0 | $273k | +12% | 2.6k | 106.46 |
|
| NOVA MEASURING Instruments L (NVMI) | 0.0 | $257k | NEW | 1.5k | 177.38 |
|
| Avepoint Com Cl A (AVPT) | 0.0 | $253k | +22% | 32k | 7.92 |
|
| Fortrea Hldgs Common Stock (FTRE) | 0.0 | $240k | -35% | 6.0k | 40.14 |
|
| Sfl Corporation SHS (SFL) | 0.0 | $233k | +10% | 18k | 13.18 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $230k | -70% | 1.3k | 179.11 |
|
| Devon Energy Corporation (DVN) | 0.0 | $227k | NEW | 4.5k | 50.18 |
|
| Seabridge Gold (SA) | 0.0 | $222k | NEW | 15k | 15.12 |
|
| Euronav Nv SHS (EURN) | 0.0 | $220k | +5% | 13k | 16.63 |
|
| Coursera (COUR) | 0.0 | $210k | +39% | 15k | 14.02 |
|
| Sapiens Intl Corp N V SHS (SPNS) | 0.0 | $209k | NEW | 6.5k | 32.16 |
|
| Criteo S A Spons Ads (CRTO) | 0.0 | $205k | NEW | 5.9k | 35.07 |
|
| Extreme Networks (EXTR) | 0.0 | $202k | +34% | 18k | 11.54 |
|
| Ramaco Res Com Cl A (METC) | 0.0 | $190k | NEW | 11k | 16.84 |
|
| China Yuchai Intl (CYD) | 0.0 | $161k | +38% | 19k | 8.53 |
|
| Gilat Satellite Networks Shs New (GILT) | 0.0 | $153k | +43% | 28k | 5.43 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $143k | +3% | 12k | 11.93 |
|
| Bioventus Com Cl A (BVS) | 0.0 | $124k | 24k | 5.20 |
|
|
| Magnachip Semiconductor Corp (MX) | 0.0 | $113k | +71% | 20k | 5.58 |
|
Past Filings by Moran Wealth Management
SEC 13F filings are viewable for Moran Wealth Management going back to 2022
- Moran Wealth Management 2024 Q1 filed May 15, 2024
- Moran Wealth Management 2023 Q4 filed Feb. 8, 2024
- Moran Wealth Management 2023 Q3 filed Nov. 13, 2023
- Moran Wealth Management 2023 Q2 filed Aug. 10, 2023
- Moran Wealth Management 2023 Q1 filed May 10, 2023
- Moran Wealth Management 2022 Q4 filed Feb. 13, 2023