$2.63 Billion is the total value of Moran Wealth Management, LLC's 339 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPLG | New | SPDR SER TRportfolio s&p500 | $111,065,740 | – | 2,469,225 | +100.0% | 4.22% | – |
| URTH | New | ISHARES INCmsci world etf | $94,315,634 | – | 863,301 | +100.0% | 3.58% | – |
| VTHR | New | VANGUARD SCOTTSDALE FDSvng rus3000idx | $55,250,945 | – | 321,694 | +100.0% | 2.10% | – |
| EOG | New | EOG RES INC | $41,461,813 | – | 320,119 | +100.0% | 1.57% | – |
| HSY | New | HERSHEY CO | $40,358,135 | – | 174,281 | +100.0% | 1.53% | – |
| LMT | New | LOCKHEED MARTIN CORP | $40,079,479 | – | 82,385 | +100.0% | 1.52% | – |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $38,698,032 | – | 605,603 | +100.0% | 1.47% | – |
| TT | New | TRANE TECHNOLOGIES PLC | $34,773,030 | – | 206,872 | +100.0% | 1.32% | – |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $33,798,013 | – | 210,396 | +100.0% | 1.28% | – |
| NVO | New | NOVO-NORDISK A Sadr | $33,484,469 | – | 247,410 | +100.0% | 1.27% | – |
| XOM | New | EXXON MOBIL CORP | $33,474,671 | – | 303,488 | +100.0% | 1.27% | – |
| TTE | New | TOTALENERGIES SEsponsored ads | $32,467,312 | – | 522,992 | +100.0% | 1.23% | – |
| MRK | New | MERCK & CO INC | $31,584,358 | – | 284,672 | +100.0% | 1.20% | – |
| PH | New | PARKER-HANNIFIN CORP | $30,887,904 | – | 106,144 | +100.0% | 1.17% | – |
| JNJ | New | JOHNSON & JOHNSON | $30,341,404 | – | 171,760 | +100.0% | 1.15% | – |
| GIS | New | GENERAL MLS INC | $29,508,324 | – | 351,918 | +100.0% | 1.12% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $29,354,091 | – | 53,801 | +100.0% | 1.11% | – |
| DG | New | DOLLAR GEN CORP NEW | $28,373,294 | – | 115,222 | +100.0% | 1.08% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $25,951,251 | – | 48,948 | +100.0% | 0.98% | – |
| LIN | New | LINDE PLC | $25,639,053 | – | 78,604 | +100.0% | 0.97% | – |
| LLY | New | LILLY ELI & CO | $24,919,557 | – | 68,116 | +100.0% | 0.95% | – |
| DE | New | DEERE & CO | $24,651,985 | – | 57,496 | +100.0% | 0.94% | – |
| MCK | New | MCKESSON CORP | $23,123,522 | – | 61,643 | +100.0% | 0.88% | – |
| TXN | New | TEXAS INSTRS INC | $22,382,766 | – | 135,473 | +100.0% | 0.85% | – |
| MSFT | New | MICROSOFT CORP | $22,374,487 | – | 93,297 | +100.0% | 0.85% | – |
| MOH | New | MOLINA HEALTHCARE INC | $22,105,587 | – | 66,942 | +100.0% | 0.84% | – |
| ATO | New | ATMOS ENERGY CORP | $22,065,294 | – | 196,889 | +100.0% | 0.84% | – |
| ABBV | New | ABBVIE INC | $21,640,064 | – | 133,903 | +100.0% | 0.82% | – |
| DGX | New | QUEST DIAGNOSTICS INC | $20,953,104 | – | 133,937 | +100.0% | 0.80% | – |
| WSM | New | WILLIAMS SONOMA INC | $20,313,202 | – | 176,760 | +100.0% | 0.77% | – |
| BHP | New | BHP GROUP LTDsponsored ads | $20,039,358 | – | 322,955 | +100.0% | 0.76% | – |
| CSL | New | CARLISLE COS INC | $19,934,930 | – | 84,596 | +100.0% | 0.76% | – |
| KO | New | COCA COLA CO | $19,875,708 | – | 312,462 | +100.0% | 0.76% | – |
| MSI | New | MOTOROLA SOLUTIONS INC | $19,577,456 | – | 75,967 | +100.0% | 0.74% | – |
| EWBC | New | EAST WEST BANCORP INC | $18,900,713 | – | 286,809 | +100.0% | 0.72% | – |
| FTNT | New | FORTINET INC | $18,791,800 | – | 384,369 | +100.0% | 0.71% | – |
| USMV | New | ISHARES TRmsci usa min vol | $18,720,116 | – | 259,641 | +100.0% | 0.71% | – |
| AMP | New | AMERIPRISE FINL INC | $18,227,288 | – | 58,539 | +100.0% | 0.69% | – |
| CHE | New | CHEMED CORP NEW | $17,979,386 | – | 35,224 | +100.0% | 0.68% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $17,752,528 | – | 343,243 | +100.0% | 0.67% | – |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $17,724,372 | – | 537,754 | +100.0% | 0.67% | – |
| BKR | New | BAKER HUGHES COMPANYcl a | $17,201,461 | – | 582,508 | +100.0% | 0.65% | – |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $17,180,237 | – | 578,654 | +100.0% | 0.65% | – |
| CB | New | CHUBB LIMITED | $17,116,023 | – | 77,589 | +100.0% | 0.65% | – |
| GD | New | GENERAL DYNAMICS CORP | $16,406,274 | – | 66,125 | +100.0% | 0.62% | – |
| BP | New | BP PLCsponsored adr | $16,339,922 | – | 467,791 | +100.0% | 0.62% | – |
| VONV | New | VANGUARD SCOTTSDALE FDSvng rus1000val | $15,989,853 | – | 240,160 | +100.0% | 0.61% | – |
| HLT | New | HILTON WORLDWIDE HLDGS INC | $15,880,040 | – | 125,673 | +100.0% | 0.60% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $15,862,679 | – | 21,986 | +100.0% | 0.60% | – |
| MRO | New | MARATHON OIL CORP | $15,796,996 | – | 583,561 | +100.0% | 0.60% | – |
| AFL | New | AFLAC INC | $15,683,675 | – | 218,011 | +100.0% | 0.60% | – |
| CVX | New | CHEVRON CORP NEW | $15,614,284 | – | 86,993 | +100.0% | 0.59% | – |
| SLB | New | SCHLUMBERGER LTD | $15,466,887 | – | 289,317 | +100.0% | 0.59% | – |
| PLD | New | PROLOGIS INC. | $15,314,540 | – | 135,852 | +100.0% | 0.58% | – |
| PGR | New | PROGRESSIVE CORP | $14,934,745 | – | 115,140 | +100.0% | 0.57% | – |
| INTU | New | INTUIT | $14,898,563 | – | 38,278 | +100.0% | 0.57% | – |
| BX | New | BLACKSTONE INC | $14,731,352 | – | 198,563 | +100.0% | 0.56% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $14,734,263 | – | 38,528 | +100.0% | 0.56% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC | $14,031,155 | – | 16,624 | +100.0% | 0.53% | – |
| SO | New | SOUTHERN CO | $13,816,228 | – | 193,478 | +100.0% | 0.52% | – |
| ANTM | New | ELEVANCE HEALTH INC | $13,757,855 | – | 26,820 | +100.0% | 0.52% | – |
| CAT | New | CATERPILLAR INC | $13,684,146 | – | 57,122 | +100.0% | 0.52% | – |
| DOV | New | DOVER CORP | $13,665,577 | – | 100,920 | +100.0% | 0.52% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $13,639,437 | – | 222,612 | +100.0% | 0.52% | – |
| CSCO | New | CISCO SYS INC | $13,602,697 | – | 285,531 | +100.0% | 0.52% | – |
| PWR | New | QUANTA SVCS INC | $13,412,955 | – | 94,126 | +100.0% | 0.51% | – |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $13,276,910 | – | 51,780 | +100.0% | 0.50% | – |
| K | New | KELLOGG CO | $13,141,607 | – | 184,470 | +100.0% | 0.50% | – |
| IQV | New | IQVIA HLDGS INC | $13,042,478 | – | 63,656 | +100.0% | 0.50% | – |
| MOS | New | MOSAIC CO NEW | $12,724,801 | – | 290,057 | +100.0% | 0.48% | – |
| PCAR | New | PACCAR INC | $12,661,529 | – | 127,933 | +100.0% | 0.48% | – |
| BC | New | BRUNSWICK CORP | $12,444,288 | – | 172,646 | +100.0% | 0.47% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $12,305,469 | – | 35,388 | +100.0% | 0.47% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $11,559,507 | – | 155,182 | +100.0% | 0.44% | – |
| ROL | New | ROLLINS INC | $11,266,196 | – | 308,325 | +100.0% | 0.43% | – |
| GLPI | New | GAMING & LEISURE PPTYS INC | $11,254,097 | – | 216,051 | +100.0% | 0.43% | – |
| UNP | New | UNION PAC CORP | $11,026,478 | – | 53,250 | +100.0% | 0.42% | – |
| MNST | New | MONSTER BEVERAGE CORP NEW | $11,040,372 | – | 108,740 | +100.0% | 0.42% | – |
| WAB | New | WABTEC | $10,971,215 | – | 109,921 | +100.0% | 0.42% | – |
| ALL | New | ALLSTATE CORP | $10,723,655 | – | 79,083 | +100.0% | 0.41% | – |
| ADM | New | ARCHER DANIELS MIDLAND CO | $10,666,237 | – | 114,876 | +100.0% | 0.40% | – |
| WAFD | New | WASHINGTON FED INC | $10,585,293 | – | 315,508 | +100.0% | 0.40% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $10,384,145 | – | 139,179 | +100.0% | 0.39% | – |
| SONY | New | SONY GROUP CORPORATIONsponsored adr | $10,124,416 | – | 132,727 | +100.0% | 0.38% | – |
| L | New | LOEWS CORP | $10,007,270 | – | 171,563 | +100.0% | 0.38% | – |
| GRMN | New | GARMIN LTD | $9,897,180 | – | 107,240 | +100.0% | 0.38% | – |
| CL | New | COLGATE PALMOLIVE CO | $9,911,703 | – | 125,799 | +100.0% | 0.38% | – |
| DLTR | New | DOLLAR TREE INC | $9,841,820 | – | 69,583 | +100.0% | 0.37% | – |
| PRU | New | PRUDENTIAL FINL INC | $9,835,699 | – | 98,891 | +100.0% | 0.37% | – |
| FDS | New | FACTSET RESH SYS INC | $9,654,316 | – | 24,063 | +100.0% | 0.37% | – |
| INCY | New | INCYTE CORP | $9,636,151 | – | 119,972 | +100.0% | 0.37% | – |
| GNR | New | SPDR INDEX SHS FDSglb nat resrce | $9,616,252 | – | 168,647 | +100.0% | 0.36% | – |
| CI | New | CIGNA CORP NEW | $9,588,980 | – | 28,940 | +100.0% | 0.36% | – |
| WMT | New | WALMART INC | $9,393,517 | – | 66,250 | +100.0% | 0.36% | – |
| RIO | New | RIO TINTO PLCsponsored adr | $9,184,195 | – | 128,992 | +100.0% | 0.35% | – |
| PKI | New | PERKINELMER INC | $9,046,434 | – | 64,516 | +100.0% | 0.34% | – |
| ZTS | New | ZOETIS INCcl a | $9,027,333 | – | 61,599 | +100.0% | 0.34% | – |
| TGT | New | TARGET CORP | $9,031,600 | – | 60,599 | +100.0% | 0.34% | – |
| MAA | New | MID-AMER APT CMNTYS INC | $8,983,910 | – | 57,226 | +100.0% | 0.34% | – |
| TTD | New | THE TRADE DESK INC | $8,791,746 | – | 196,113 | +100.0% | 0.33% | – |
| VIGI | New | VANGUARD WHITEHALL FDSintl dvd etf | $8,791,693 | – | 126,263 | +100.0% | 0.33% | – |
| MTZ | New | MASTEC INC | $8,804,520 | – | 103,182 | +100.0% | 0.33% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $8,420,161 | – | 126,334 | +100.0% | 0.32% | – |
| COG | New | COTERRA ENERGY INC | $8,296,208 | – | 337,656 | +100.0% | 0.32% | – |
| WAT | New | WATERS CORP | $8,266,113 | – | 24,129 | +100.0% | 0.31% | – |
| SNA | New | SNAP ON INC | $7,876,850 | – | 34,474 | +100.0% | 0.30% | – |
| ES | New | EVERSOURCE ENERGY | $7,838,369 | – | 93,492 | +100.0% | 0.30% | – |
| IYR | New | ISHARES TRu.s. real es etf | $7,832,785 | – | 93,037 | +100.0% | 0.30% | – |
| LKQ | New | LKQ CORP | $7,803,148 | – | 146,099 | +100.0% | 0.30% | – |
| RF | New | REGIONS FINANCIAL CORP NEW | $7,662,456 | – | 355,402 | +100.0% | 0.29% | – |
| OKE | New | ONEOK INC NEW | $7,651,553 | – | 116,462 | +100.0% | 0.29% | – |
| IWV | New | ISHARES TRrussell 3000 etf | $7,579,917 | – | 34,348 | +100.0% | 0.29% | – |
| CE | New | CELANESE CORP DEL | $7,528,238 | – | 73,633 | +100.0% | 0.29% | – |
| NEE | New | NEXTERA ENERGY INC | $7,525,839 | – | 90,022 | +100.0% | 0.29% | – |
| HWM | New | HOWMET AEROSPACE INC | $7,512,689 | – | 190,629 | +100.0% | 0.28% | – |
| HII | New | HUNTINGTON INGALLS INDS INC | $7,457,308 | – | 32,328 | +100.0% | 0.28% | – |
| DRI | New | DARDEN RESTAURANTS INC | $7,045,977 | – | 50,936 | +100.0% | 0.27% | – |
| HUM | New | HUMANA INC | $6,783,444 | – | 13,244 | +100.0% | 0.26% | – |
| KR | New | KROGER CO | $6,744,374 | – | 151,287 | +100.0% | 0.26% | – |
| PEP | New | PEPSICO INC | $6,620,557 | – | 36,647 | +100.0% | 0.25% | – |
| TTEK | New | TETRA TECH INC NEW | $6,513,804 | – | 44,864 | +100.0% | 0.25% | – |
| WM | New | WASTE MGMT INC DEL | $6,501,813 | – | 41,445 | +100.0% | 0.25% | – |
| AAPL | New | APPLE INC | $6,414,774 | – | 49,371 | +100.0% | 0.24% | – |
| RSG | New | REPUBLIC SVCS INC | $6,327,862 | – | 49,057 | +100.0% | 0.24% | – |
| ITT | New | ITT INC | $6,292,873 | – | 77,594 | +100.0% | 0.24% | – |
| VALE | New | VALE S Asponsored ads | $6,238,138 | – | 367,598 | +100.0% | 0.24% | – |
| PHM | New | PULTE GROUP INC | $6,091,368 | – | 133,788 | +100.0% | 0.23% | – |
| BBY | New | BEST BUY INC | $6,056,497 | – | 75,508 | +100.0% | 0.23% | – |
| EXP | New | EAGLE MATLS INC | $6,042,018 | – | 45,480 | +100.0% | 0.23% | – |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $5,863,750 | – | 38,471 | +100.0% | 0.22% | – |
| SEDG | New | SOLAREDGE TECHNOLOGIES INC | $5,873,603 | – | 20,735 | +100.0% | 0.22% | – |
| SANM | New | SANMINA CORPORATION | $5,751,973 | – | 100,401 | +100.0% | 0.22% | – |
| VMI | New | VALMONT INDS INC | $5,676,943 | – | 17,168 | +100.0% | 0.22% | – |
| QCOM | New | QUALCOMM INC | $5,688,680 | – | 51,744 | +100.0% | 0.22% | – |
| TROW | New | PRICE T ROWE GROUP INC | $5,650,453 | – | 51,811 | +100.0% | 0.22% | – |
| GMED | New | GLOBUS MED INCcl a | $5,643,183 | – | 75,982 | +100.0% | 0.21% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $5,592,310 | – | 23,413 | +100.0% | 0.21% | – |
| FIX | New | COMFORT SYS USA INC | $5,545,935 | – | 48,192 | +100.0% | 0.21% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $5,452,932 | – | 9,902 | +100.0% | 0.21% | – |
| WLTW | New | WILLIS TOWERS WATSON PLC LTD | $5,339,915 | – | 21,833 | +100.0% | 0.20% | – |
| CTAS | New | CINTAS CORP | $5,345,374 | – | 11,836 | +100.0% | 0.20% | – |
| COST | New | COSTCO WHSL CORP NEW | $5,337,855 | – | 11,693 | +100.0% | 0.20% | – |
| AVB | New | AVALONBAY CMNTYS INC | $5,314,008 | – | 32,900 | +100.0% | 0.20% | – |
| LHCG | New | LHC GROUP INC | $5,261,069 | – | 32,538 | +100.0% | 0.20% | – |
| UFPI | New | UFP INDUSTRIES INC | $5,240,961 | – | 66,132 | +100.0% | 0.20% | – |
| AON | New | AON PLC | $5,137,196 | – | 17,116 | +100.0% | 0.20% | – |
| VTWV | New | VANGUARD SCOTTSDALE FDSvng rus2000val | $5,061,614 | – | 41,567 | +100.0% | 0.19% | – |
| WMB | New | WILLIAMS COS INC | $5,043,471 | – | 153,297 | +100.0% | 0.19% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $4,980,089 | – | 18,768 | +100.0% | 0.19% | – |
| AYI | New | ACUITY BRANDS INC | $4,947,433 | – | 29,874 | +100.0% | 0.19% | – |
| MUSA | New | MURPHY USA INC | $4,909,841 | – | 17,564 | +100.0% | 0.19% | – |
| SFM | New | SPROUTS FMRS MKT INC | $4,862,071 | – | 150,203 | +100.0% | 0.18% | – |
| DKS | New | DICKS SPORTING GOODS INC | $4,865,370 | – | 40,447 | +100.0% | 0.18% | – |
| CSX | New | CSX CORP | $4,842,019 | – | 156,295 | +100.0% | 0.18% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $4,835,830 | – | 15,655 | +100.0% | 0.18% | – |
| TXRH | New | TEXAS ROADHOUSE INC | $4,759,323 | – | 52,329 | +100.0% | 0.18% | – |
| PLXS | New | PLEXUS CORP | $4,727,884 | – | 45,933 | +100.0% | 0.18% | – |
| ABC | New | AMERISOURCEBERGEN CORP | $4,688,847 | – | 28,296 | +100.0% | 0.18% | – |
| IR | New | INGERSOLL RAND INC | $4,655,736 | – | 89,105 | +100.0% | 0.18% | – |
| DHR | New | DANAHER CORPORATION | $4,538,151 | – | 17,098 | +100.0% | 0.17% | – |
| VEEV | New | VEEVA SYS INC | $4,497,822 | – | 27,871 | +100.0% | 0.17% | – |
| HDG | New | PROSHARES TRhd replication | $4,498,472 | – | 95,656 | +100.0% | 0.17% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $4,455,875 | – | 15,430 | +100.0% | 0.17% | – |
| MTH | New | MERITAGE HOMES CORP | $4,458,515 | – | 48,357 | +100.0% | 0.17% | – |
| CHD | New | CHURCH & DWIGHT CO INC | $4,359,792 | – | 54,085 | +100.0% | 0.17% | – |
| MASI | New | MASIMO CORP | $4,362,602 | – | 29,487 | +100.0% | 0.17% | – |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $4,378,336 | – | 42,678 | +100.0% | 0.17% | – |
| IOSP | New | INNOSPEC INC | $4,271,262 | – | 41,525 | +100.0% | 0.16% | – |
| HAL | New | HALLIBURTON CO | $4,223,317 | – | 107,327 | +100.0% | 0.16% | – |
| QAI | New | INDEXIQ ETF TRhedge mlti etf | $4,121,805 | – | 144,828 | +100.0% | 0.16% | – |
| STE | New | STERIS PLC | $4,081,834 | – | 22,101 | +100.0% | 0.16% | – |
| DDS | New | DILLARDS INCcl a | $3,968,250 | – | 12,278 | +100.0% | 0.15% | – |
| LAD | New | LITHIA MTRS INC | $3,929,165 | – | 19,191 | +100.0% | 0.15% | – |
| New | CIVITAS RESOURCES INC | $3,908,421 | – | 67,468 | +100.0% | 0.15% | – | |
| APOG | New | APOGEE ENTERPRISES INC | $3,909,012 | – | 87,922 | +100.0% | 0.15% | – |
| WRB | New | BERKLEY W R CORP | $3,856,043 | – | 53,136 | +100.0% | 0.15% | – |
| BTAL | New | AGF INVTS TRagfiq us mk anti | $3,745,792 | – | 176,605 | +100.0% | 0.14% | – |
| CRUS | New | CIRRUS LOGIC INC | $3,735,172 | – | 50,150 | +100.0% | 0.14% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $3,502,883 | – | 39,478 | +100.0% | 0.13% | – |
| CPRI | New | CAPRI HOLDINGS LIMITED | $3,339,177 | – | 58,255 | +100.0% | 0.13% | – |
| UNF | New | UNIFIRST CORP MASS | $3,325,218 | – | 17,230 | +100.0% | 0.13% | – |
| CIEN | New | CIENA CORP | $3,233,865 | – | 63,434 | +100.0% | 0.12% | – |
| ARCH | New | ARCH RESOURCES INCcl a | $3,155,945 | – | 22,102 | +100.0% | 0.12% | – |
| INKM | New | SSGA ACTIVE ETF TR | $3,123,098 | – | 105,890 | +100.0% | 0.12% | – |
| ENB | New | ENBRIDGE INC | $3,110,396 | – | 79,629 | +100.0% | 0.12% | – |
| EXPD | New | EXPEDITORS INTL WASH INC | $3,029,164 | – | 29,149 | +100.0% | 0.12% | – |
| BRC | New | BRADY CORPcl a | $2,914,077 | – | 61,870 | +100.0% | 0.11% | – |
| MPWR | New | MONOLITHIC PWR SYS INC | $2,850,804 | – | 8,062 | +100.0% | 0.11% | – |
| WOPEY | New | WOODSIDE ENERGY GROUP LTDsponsored adr | $2,782,092 | – | 114,915 | +100.0% | 0.11% | – |
| DBEF | New | DBX ETF TRxtrack msci eafe | $2,800,626 | – | 86,895 | +100.0% | 0.11% | – |
| BLD | New | TOPBUILD CORP | $2,726,212 | – | 17,421 | +100.0% | 0.10% | – |
| VICI | New | VICI PPTYS INC | $2,657,124 | – | 82,010 | +100.0% | 0.10% | – |
| STOR | New | STORE CAP CORP | $2,661,782 | – | 83,025 | +100.0% | 0.10% | – |
| ROP | New | ROPER TECHNOLOGIES INC | $2,591,676 | – | 5,998 | +100.0% | 0.10% | – |
| ARGX | New | ARGENX SEsponsored adr | $2,564,679 | – | 6,770 | +100.0% | 0.10% | – |
| ENS | New | ENERSYS | $2,524,073 | – | 34,183 | +100.0% | 0.10% | – |
| CMI | New | CUMMINS INC | $2,519,816 | – | 10,400 | +100.0% | 0.10% | – |
| OXM | New | OXFORD INDS INC | $2,504,585 | – | 26,879 | +100.0% | 0.10% | – |
| HIBB | New | HIBBETT INC | $2,469,018 | – | 36,192 | +100.0% | 0.09% | – |
| ACWI | New | ISHARES TRmsci acwi etf | $2,464,661 | – | 29,037 | +100.0% | 0.09% | – |
| RLY | New | SSGA ACTIVE ETF TRmult ass rlrtn | $2,483,309 | – | 90,171 | +100.0% | 0.09% | – |
| AN | New | AUTONATION INC | $2,395,580 | – | 22,326 | +100.0% | 0.09% | – |
| DFS | New | DISCOVER FINL SVCS | $2,293,918 | – | 23,448 | +100.0% | 0.09% | – |
| New | SHELL PLCspon ads | $2,256,359 | – | 39,620 | +100.0% | 0.09% | – | |
| COP | New | CONOCOPHILLIPS | $2,203,768 | – | 18,676 | +100.0% | 0.08% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $2,193,466 | – | 32,352 | +100.0% | 0.08% | – |
| CBT | New | CABOT CORP | $2,120,633 | – | 31,727 | +100.0% | 0.08% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,124,582 | – | 42,373 | +100.0% | 0.08% | – |
| SYK | New | STRYKER CORPORATION | $2,074,009 | – | 8,483 | +100.0% | 0.08% | – |
| KT | New | KT CORPsponsored adr | $2,026,971 | – | 150,146 | +100.0% | 0.08% | – |
| AAWW | New | ATLAS AIR WORLDWIDE HLDGS IN | $1,993,824 | – | 19,780 | +100.0% | 0.08% | – |
| New | QUIDELORTHO CORP | $1,991,313 | – | 23,244 | +100.0% | 0.08% | – | |
| IBN | New | ICICI BANK LIMITEDadr | $1,988,170 | – | 90,826 | +100.0% | 0.08% | – |
| COLD | New | AMERICOLD REALTY TRUST INC | $1,972,981 | – | 69,692 | +100.0% | 0.08% | – |
| HP | New | HELMERICH & PAYNE INC | $1,962,179 | – | 39,584 | +100.0% | 0.07% | – |
| LANC | New | LANCASTER COLONY CORP | $1,912,034 | – | 9,691 | +100.0% | 0.07% | – |
| IRWD | New | IRONWOOD PHARMACEUTICALS INC | $1,878,250 | – | 151,594 | +100.0% | 0.07% | – |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $1,832,666 | – | 95,006 | +100.0% | 0.07% | – |
| DIOD | New | DIODES INC | $1,739,494 | – | 22,846 | +100.0% | 0.07% | – |
| OHI | New | OMEGA HEALTHCARE INVS INC | $1,710,792 | – | 61,209 | +100.0% | 0.06% | – |
| FHI | New | FEDERATED HERMES INCcl b | $1,686,781 | – | 46,455 | +100.0% | 0.06% | – |
| SITC | New | SITE CTRS CORP | $1,685,214 | – | 123,369 | +100.0% | 0.06% | – |
| WIRE | New | ENCORE WIRE CORP | $1,653,059 | – | 12,017 | +100.0% | 0.06% | – |
| SVC | New | SERVICE PPTYS TR | $1,672,209 | – | 229,384 | +100.0% | 0.06% | – |
| FMF | New | FIRST TR EXCHANGE-TRADED FDmngd futrs strgy | $1,646,389 | – | 34,588 | +100.0% | 0.06% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $1,627,803 | – | 15,043 | +100.0% | 0.06% | – |
| MAC | New | MACERICH CO | $1,553,407 | – | 137,958 | +100.0% | 0.06% | – |
| OAS | New | CHORD ENERGY CORPORATION | $1,546,090 | – | 11,301 | +100.0% | 0.06% | – |
| VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000idx | $1,517,881 | – | 21,570 | +100.0% | 0.06% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $1,523,552 | – | 17,418 | +100.0% | 0.06% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $1,518,426 | – | 12,520 | +100.0% | 0.06% | – |
| ADC | New | AGREE RLTY CORP | $1,516,980 | – | 21,387 | +100.0% | 0.06% | – |
| WERN | New | WERNER ENTERPRISES INC | $1,540,066 | – | 38,253 | +100.0% | 0.06% | – |
| IGE | New | ISHARES TRnorth amern nat | $1,508,242 | – | 37,094 | +100.0% | 0.06% | – |
| PKG | New | PACKAGING CORP AMER | $1,512,536 | – | 11,825 | +100.0% | 0.06% | – |
| ULTA | New | ULTA BEAUTY INC | $1,466,782 | – | 3,127 | +100.0% | 0.06% | – |
| New | LITMAN GREGORY FDS TRimgp dbi managed | $1,486,357 | – | 51,060 | +100.0% | 0.06% | – | |
| LH | New | LABORATORY CORP AMER HLDGS | $1,416,883 | – | 6,017 | +100.0% | 0.05% | – |
| EGP | New | EASTGROUP PPTYS INC | $1,333,280 | – | 9,005 | +100.0% | 0.05% | – |
| AEM | New | AGNICO EAGLE MINES LTD | $1,255,818 | – | 24,155 | +100.0% | 0.05% | – |
| MC | New | MOELIS & COcl a | $1,275,918 | – | 33,253 | +100.0% | 0.05% | – |
| SAIC | New | SCIENCE APPLICATIONS INTL CO | $1,251,512 | – | 11,282 | +100.0% | 0.05% | – |
| LTC | New | LTC PPTYS INC | $1,273,218 | – | 35,835 | +100.0% | 0.05% | – |
| PBR | New | PETROLEO BRASILEIRO SA PETROsponsored adr | $1,202,705 | – | 112,930 | +100.0% | 0.05% | – |
| TEX | New | TEREX CORP NEW | $1,188,556 | – | 27,822 | +100.0% | 0.04% | – |
| INT | New | WORLD FUEL SVCS CORP | $1,150,046 | – | 42,080 | +100.0% | 0.04% | – |
| SUI | New | SUN CMNTYS INC | $1,171,170 | – | 8,190 | +100.0% | 0.04% | – |
| CF | New | CF INDS HLDGS INC | $1,164,130 | – | 13,664 | +100.0% | 0.04% | – |
| GTY | New | GETTY RLTY CORP NEW | $1,128,424 | – | 33,336 | +100.0% | 0.04% | – |
| PXD | New | PIONEER NAT RES CO | $1,131,672 | – | 4,955 | +100.0% | 0.04% | – |
| BCC | New | BOISE CASCADE CO DEL | $1,098,033 | – | 15,990 | +100.0% | 0.04% | – |
| GUNR | New | FLEXSHARES TRmornstar upstr | $1,086,098 | – | 24,985 | +100.0% | 0.04% | – |
| WWE | New | WORLD WRESTLING ENTMT INCcl a | $1,088,166 | – | 15,881 | +100.0% | 0.04% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $1,062,157 | – | 7,004 | +100.0% | 0.04% | – |
| RS | New | RELIANCE STEEL & ALUMINUM CO | $1,064,227 | – | 5,257 | +100.0% | 0.04% | – |
| NUE | New | NUCOR CORP | $939,542 | – | 7,128 | +100.0% | 0.04% | – |
| PFSI | New | PENNYMAC FINL SVCS INC NEW | $936,760 | – | 16,533 | +100.0% | 0.04% | – |
| MTDR | New | MATADOR RES CO | $938,564 | – | 16,397 | +100.0% | 0.04% | – |
| CMC | New | COMMERCIAL METALS CO | $920,501 | – | 19,058 | +100.0% | 0.04% | – |
| IMO | New | IMPERIAL OIL LTD | $874,542 | – | 17,943 | +100.0% | 0.03% | – |
| MTRN | New | MATERION CORP | $875,800 | – | 10,008 | +100.0% | 0.03% | – |
| CNC | New | CENTENE CORP DEL | $836,502 | – | 10,200 | +100.0% | 0.03% | – |
| SLX | New | VANECK ETF TRUSTsteel etf | $853,545 | – | 14,757 | +100.0% | 0.03% | – |
| BWA | New | BORGWARNER INC | $818,766 | – | 20,342 | +100.0% | 0.03% | – |
| MGA | New | MAGNA INTL INC | $816,295 | – | 14,530 | +100.0% | 0.03% | – |
| NWSA | New | NEWS CORP NEWcl a | $782,855 | – | 43,014 | +100.0% | 0.03% | – |
| FNDC | New | SCHWAB STRATEGIC TRschwb fdt int sc | $776,123 | – | 24,828 | +100.0% | 0.03% | – |
| HI | New | HILLENBRAND INC | $776,807 | – | 18,205 | +100.0% | 0.03% | – |
| PICK | New | ISHARES INCmsci gbl etf new | $729,841 | – | 17,801 | +100.0% | 0.03% | – |
| RGLD | New | ROYAL GOLD INC | $733,920 | – | 6,511 | +100.0% | 0.03% | – |
| LECO | New | LINCOLN ELEC HLDGS INC | $744,268 | – | 5,151 | +100.0% | 0.03% | – |
| JNPR | New | JUNIPER NETWORKS INC | $684,136 | – | 21,406 | +100.0% | 0.03% | – |
| EQNR | New | EQUINOR ASAsponsored adr | $674,052 | – | 18,823 | +100.0% | 0.03% | – |
| TMUS | New | T-MOBILE US INC | $685,720 | – | 4,898 | +100.0% | 0.03% | – |
| OSK | New | OSHKOSH CORP | $681,003 | – | 7,722 | +100.0% | 0.03% | – |
| SPYV | New | SPDR SER TRprtflo s&p500 vl | $648,296 | – | 16,670 | +100.0% | 0.02% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $664,962 | – | 6,589 | +100.0% | 0.02% | – |
| STLD | New | STEEL DYNAMICS INC | $664,751 | – | 6,804 | +100.0% | 0.02% | – |
| DOX | New | AMDOCS LTD | $620,756 | – | 6,829 | +100.0% | 0.02% | – |
| MAN | New | MANPOWERGROUP INC WIS | $624,491 | – | 7,505 | +100.0% | 0.02% | – |
| PHO | New | INVESCO EXCHANGE TRADED FD Twater res etf | $596,318 | – | 11,570 | +100.0% | 0.02% | – |
| CME | New | CME GROUP INC | $601,172 | – | 3,575 | +100.0% | 0.02% | – |
| TJX | New | TJX COS INC NEW | $595,567 | – | 7,482 | +100.0% | 0.02% | – |
| LIT | New | GLOBAL X FDSlithium btry etf | $612,592 | – | 10,452 | +100.0% | 0.02% | – |
| LPX | New | LOUISIANA PAC CORP | $603,662 | – | 10,197 | +100.0% | 0.02% | – |
| FCX | New | FREEPORT-MCMORAN INCcl b | $615,676 | – | 16,202 | +100.0% | 0.02% | – |
| RXDX | New | PROMETHEUS BIOSCIENCES INC | $582,120 | – | 5,292 | +100.0% | 0.02% | – |
| DLB | New | DOLBY LABORATORIES INC | $570,034 | – | 8,081 | +100.0% | 0.02% | – |
| SNDR | New | SCHNEIDER NATIONAL INCcl b | $574,306 | – | 24,543 | +100.0% | 0.02% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $577,939 | – | 7,440 | +100.0% | 0.02% | – |
| SWKS | New | SKYWORKS SOLUTIONS INC | $583,779 | – | 6,406 | +100.0% | 0.02% | – |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $575,787 | – | 3,383 | +100.0% | 0.02% | – |
| AA | New | ALCOA CORP | $552,279 | – | 12,146 | +100.0% | 0.02% | – |
| MCD | New | MCDONALDS CORP | $523,898 | – | 1,988 | +100.0% | 0.02% | – |
| FNV | New | FRANCO NEV CORP | $518,488 | – | 3,799 | +100.0% | 0.02% | – |
| AMGN | New | AMGEN INC | $535,523 | – | 2,039 | +100.0% | 0.02% | – |
| BYD | New | BOYD GAMING CORP | $506,638 | – | 9,291 | +100.0% | 0.02% | – |
| GOLF | New | ACUSHNET HLDGS CORP | $511,176 | – | 12,039 | +100.0% | 0.02% | – |
| GILD | New | GILEAD SCIENCES INC | $464,363 | – | 5,409 | +100.0% | 0.02% | – |
| LPLA | New | LPL FINL HLDGS INC | $472,980 | – | 2,188 | +100.0% | 0.02% | – |
| MOO | New | VANECK ETF TRUSTagribusiness etf | $465,510 | – | 5,423 | +100.0% | 0.02% | – |
| NGVT | New | INGEVITY CORP | $485,966 | – | 6,899 | +100.0% | 0.02% | – |
| METC | New | RAMACO RES INC | $439,720 | – | 50,025 | +100.0% | 0.02% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $441,737 | – | 6,140 | +100.0% | 0.02% | – |
| VONG | New | VANGUARD SCOTTSDALE FDSvng rus1000grw | $436,771 | – | 7,924 | +100.0% | 0.02% | – |
| CWST | New | CASELLA WASTE SYS INCcl a | $439,853 | – | 5,546 | +100.0% | 0.02% | – |
| FISV | New | FISERV INC | $451,176 | – | 4,464 | +100.0% | 0.02% | – |
| JCI | New | JOHNSON CTLS INTL PLC | $454,464 | – | 7,101 | +100.0% | 0.02% | – |
| INSP | New | INSPIRE MED SYS INC | $459,429 | – | 1,824 | +100.0% | 0.02% | – |
| MLI | New | MUELLER INDS INC | $414,475 | – | 7,025 | +100.0% | 0.02% | – |
| HRMY | New | HARMONY BIOSCIENCES HLDGS IN | $411,928 | – | 7,476 | +100.0% | 0.02% | – |
| APD | New | AIR PRODS & CHEMS INC | $408,753 | – | 1,326 | +100.0% | 0.02% | – |
| BCOR | New | BLUCORA INC | $392,345 | – | 15,368 | +100.0% | 0.02% | – |
| SLY | New | SPDR SER TRs&p 600 sml cap | $357,367 | – | 4,347 | +100.0% | 0.01% | – |
| NEM | New | NEWMONT CORP | $358,201 | – | 7,589 | +100.0% | 0.01% | – |
| NVDA | New | NVIDIA CORPORATION | $333,345 | – | 2,281 | +100.0% | 0.01% | – |
| TMDX | New | TRANSMEDICS GROUP INC | $350,384 | – | 5,677 | +100.0% | 0.01% | – |
| PCH | New | POTLATCHDELTIC CORPORATION | $334,324 | – | 7,600 | +100.0% | 0.01% | – |
| NOVT | New | NOVANTA INC | $308,153 | – | 2,268 | +100.0% | 0.01% | – |
| New | CRANE HLDGS CO | $326,965 | – | 3,255 | +100.0% | 0.01% | – | |
| HD | New | HOME DEPOT INC | $307,648 | – | 974 | +100.0% | 0.01% | – |
| PFE | New | PFIZER INC | $287,098 | – | 5,603 | +100.0% | 0.01% | – |
| OXY | New | OCCIDENTAL PETE CORP | $294,069 | – | 4,669 | +100.0% | 0.01% | – |
| AMRC | New | AMERESCO INCcl a | $260,844 | – | 4,565 | +100.0% | 0.01% | – |
| CBZ | New | CBIZ INC | $275,853 | – | 5,888 | +100.0% | 0.01% | – |
| VTWG | New | VANGUARD SCOTTSDALE FDSvng rus2000grw | $267,977 | – | 1,721 | +100.0% | 0.01% | – |
| VIVO | New | MERIDIAN BIOSCIENCE INC | $268,503 | – | 8,085 | +100.0% | 0.01% | – |
| WFRD | New | WEATHERFORD INTL PLC | $267,075 | – | 5,245 | +100.0% | 0.01% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $228,869 | – | 2,594 | +100.0% | 0.01% | – |
| HRL | New | HORMEL FOODS CORP | $232,988 | – | 5,115 | +100.0% | 0.01% | – |
| GVA | New | GRANITE CONSTR INC | $240,089 | – | 6,846 | +100.0% | 0.01% | – |
| V | New | VISA INC | $231,652 | – | 1,115 | +100.0% | 0.01% | – |
| CELH | New | CELSIUS HLDGS INC | $226,599 | – | 2,178 | +100.0% | 0.01% | – |
| JPM | New | JPMORGAN CHASE & CO | $208,257 | – | 1,553 | +100.0% | 0.01% | – |
| MGPI | New | MGP INGREDIENTS INC NEW | $220,100 | – | 2,069 | +100.0% | 0.01% | – |
| New | HALEON PLCspon ads | $223,480 | – | 27,935 | +100.0% | 0.01% | – | |
| AMD | New | ADVANCED MICRO DEVICES INC | $205,256 | – | 3,169 | +100.0% | 0.01% | – |
| LXP | New | LXP INDUSTRIAL TRUST | $164,579 | – | 16,425 | +100.0% | 0.01% | – |
| TMDI | New | TITAN MED INC | $33,030 | – | 50,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CADENCE DESIGN SYSTEM INC | 7 | Q2 2024 | 1.7% |
| NOVO-NORDISK A S | 7 | Q2 2024 | 2.0% |
| TRANE TECHNOLOGIES PLC | 7 | Q2 2024 | 1.9% |
| PARKER-HANNIFIN CORP | 7 | Q2 2024 | 1.7% |
| MERCK & CO INC | 7 | Q2 2024 | 1.6% |
| EOG RES INC | 7 | Q2 2024 | 1.6% |
| LOCKHEED MARTIN CORP | 7 | Q2 2024 | 1.6% |
| MICROSOFT CORP | 7 | Q2 2024 | 1.6% |
| EXXON MOBIL CORP | 7 | Q2 2024 | 1.5% |
| WILLIAMS SONOMA INC | 7 | Q2 2024 | 1.7% |
View Moran Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-13 |
| N-PX | 2024-08-13 |
| 13F-HR | 2024-05-15 |
| 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.