| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CADENCE DESIGN SYSTEM INC | 4 | Q3 2023 | 1.7% |
| HERSHEY CO | 4 | Q3 2023 | 1.7% |
| NOVO-NORDISK A S | 4 | Q3 2023 | 1.6% |
| PARKER-HANNIFIN CORP | 4 | Q3 2023 | 1.6% |
| TRANE TECHNOLOGIES PLC | 4 | Q3 2023 | 1.5% |
| EOG RES INC | 4 | Q3 2023 | 1.6% |
| EXXON MOBIL CORP | 4 | Q3 2023 | 1.5% |
| LOCKHEED MARTIN CORP | 4 | Q3 2023 | 1.5% |
| MERCK & CO INC | 4 | Q3 2023 | 1.6% |
| TOTALENERGIES SE | 4 | Q3 2023 | 1.3% |
View Moran Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-13 |
View Moran Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.