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CIK: 0001965334
Total reported value
$3.7B
$3.7B
409 檔
7.4%
In Q1 2024, Moran Wealth Management, LLC's U.S. equity holdings reached a combined market value of $3.7B, distributed across 409 disclosed stock positions.
During Q1 2024, Moran Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 409 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.83% | — | -1.77% | |
| 2 | TT | Trane Technologies plc | Stock-Industrials | 1.79% | — | -3.06% | |
| 3 | PH | Parker Hannifin CORP | Stock-Industrials | 1.75% | -0.13% | -4.29% | |
| 4 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.74% | +0.07% | -5.74% | |
| 5 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.71% | +0.08% | -5.13% | |
| 6 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.52% | -0.07% | -13.05% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | -0.05% | -1.19% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.49% | — | +18.68% | |
| 9 | EOG | Eog Resources Inc | Stock-Energy | 1.24% | -0.37% | +2.69% | |
| 10 | CE | Celanese CORP | Stock-Materials | 1.21% | — | -0.13% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.21% | +0.01% | +8.37% | |
| 12 | LIN | Linde plc | Stock-Materials | 1.16% | -0.09% | -4.14% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.11% | -0.14% | -1.44% | |
| 14 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.08% | -0.30% | -0.65% | |
| 15 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 1.07% | — | +20.10% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.89% | +0.08% | -2.89% | |
| 17 | BX | Blackstone Inc | Stock-Financials | 0.87% | -0.05% | -2.76% | |
| 18 | IT | Gartner Inc | Stock-Tech | 0.85% | — | -0.89% | |
| 19 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.85% | -0.02% | +0.93% | |
| 20 | SNA | Snap-on Inc | Stock-Industrials | 0.85% | +0.10% | -0.44% | |
| 21 | MOH | Molina Healthcare Inc | Stock-Healthcare | 0.84% | — | -2.10% | |
| 22 | INTU | Intuit Inc | Stock-Tech | 0.82% | -0.48% | EXIT | |
| 23 | PCAR | Paccar Inc | Stock-Industrials | 0.81% | -0.41% | -2.59% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.80% | — | -33.42% | |
| 25 | PLD | Prologis Inc | Stock-Real Estate | 0.80% | -0.01% | +7.58% | |
| 26 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.80% | -0.11% | -2.06% | |
| 27 | CHE | Chemed CORP | Stock-Healthcare | 0.79% | — | -2.48% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.79% | +0.04% | +14.46% | |
| 29 | MSI | Motorola Solutions Inc | Stock-Tech | 0.78% | -0.12% | -2.06% | |
| 30 | CB | Chubb Limited | Stock-Financials | 0.76% | +0.01% | NEW | |
| 31 | NTAP | Netapp Inc | Stock-Tech | 0.76% | +0.17% | -3.34% | |
| 32 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.75% | — | +4.80% | |
| 33 | TXN | Texas Instruments Inc | Stock-Tech | 0.75% | +0.15% | +0.00% | |
| 34 | MSCI | Msci Inc | Stock-Financials | 0.74% | — | +1.04% | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 0.74% | +0.01% | -4.43% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.73% | +0.09% | +19.09% | |
| 37 | GRMN | Garmin Ltd. | Stock-Tech | 0.71% | -0.07% | -1.70% | |
| 38 | CI | THE Cigna Group | Stock-Healthcare | 0.70% | -0.04% | +410.24% | |
| 39 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.67% | — | -2.66% | |
| 40 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 0.66% | -0.03% | +123.14% | |
| 41 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.66% | — | +1.48% | |
| 42 | PWR | Quanta Services Inc | Stock-Industrials | 0.65% | +0.06% | -0.75% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.65% | +0.11% | +0.24% | |
| 44 | BC | Brunswick CORP | Stock-Consumer Disc | 0.65% | — | +0.24% | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.65% | -0.04% | -0.28% | |
| 46 | CDW | Cdw Corp/de | Stock-Tech | 0.63% | — | -0.84% | |
| 47 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.63% | -0.03% | -2.08% | |
| 48 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.62% | -0.06% | -3.42% | |
| 49 | MDT | Medtronic plc | Stock-Healthcare | 0.60% | -0.07% | — | |
| 50 | EG | Everest Group, Ltd. | Stock-Financials | 0.60% | — | -0.86% |
According to official SEC Form 13F filings, Moran Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.7B across 409 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVO, TT, PH) accounted for 7.4% of total reported equity market value during Q1 2024.
During Q1 2024, Moran Wealth Management, LLC's top holdings by market value included NVO (1.8%)、TT (1.8%)、PH (1.8%). The largest single position, NVO, represented 1.8% of total portfolio value.
In Q1 2024, Moran Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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