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CIK: 0001965334
Total reported value
$3.7B
$3.7B
387 檔
7.3%
During the Q2 2024 filing period, Moran Wealth Management, LLC (CIK: 0001965334) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.7B across 387 reported positions.
During Q2 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 387 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.04% | — | -1.21% | |
| 2 | TT | Trane Technologies plc | Stock-Industrials | 1.89% | — | -4.70% | |
| 3 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.67% | +0.08% | -2.73% | |
| 4 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.64% | -0.30% | +45.75% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.62% | -0.05% | -0.92% | |
| 6 | PH | Parker Hannifin CORP | Stock-Industrials | 1.58% | -0.13% | -2.03% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.56% | — | +2.01% | |
| 8 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.49% | +0.07% | -4.83% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.47% | +0.01% | -1.08% | |
| 10 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.44% | -0.07% | -0.25% | |
| 11 | EOG | Eog Resources Inc | Stock-Energy | 1.24% | -0.37% | +0.08% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.13% | +0.08% | -1.91% | |
| 13 | LIN | Linde plc | Stock-Materials | 1.09% | -0.09% | -2.36% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.08% | +0.04% | +887.47% | |
| 15 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 1.05% | — | -0.63% | |
| 16 | PCAR | Paccar Inc | Stock-Industrials | 1.00% | -0.41% | +45.42% | |
| 17 | CE | Celanese CORP | Stock-Materials | 0.97% | — | -0.09% | |
| 18 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.95% | -0.01% | +78.56% | |
| 19 | NTAP | Netapp Inc | Stock-Tech | 0.92% | +0.17% | -1.96% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.89% | — | +5.23% | |
| 21 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.86% | -0.02% | +0.77% | |
| 22 | TXN | Texas Instruments Inc | Stock-Tech | 0.84% | +0.15% | -0.77% | |
| 23 | INTU | Intuit Inc | Stock-Tech | 0.84% | -0.48% | EXIT | |
| 24 | BX | Blackstone Inc | Stock-Financials | 0.83% | -0.05% | -0.97% | |
| 25 | MSI | Motorola Solutions Inc | Stock-Tech | 0.82% | -0.12% | -4.81% | |
| 26 | IT | Gartner Inc | Stock-Tech | 0.82% | — | -0.05% | |
| 27 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.79% | -0.11% | -0.28% | |
| 28 | SNA | Snap-on Inc | Stock-Industrials | 0.78% | +0.10% | +2.88% | |
| 29 | GRMN | Garmin Ltd. | Stock-Tech | 0.78% | -0.07% | -1.04% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | -0.14% | -31.66% | |
| 31 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.76% | — | +0.12% | |
| 32 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 0.74% | -0.03% | -1.27% | |
| 33 | AFL | Aflac Inc | Stock-Financials | 0.74% | -0.62% | +23.93% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.72% | +0.09% | +2.29% | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 0.72% | +0.01% | -3.64% | |
| 36 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.70% | — | +1.86% | |
| 37 | PLD | Prologis Inc | Stock-Real Estate | 0.70% | -0.01% | +0.49% | |
| 38 | CB | Chubb Limited | Stock-Financials | 0.68% | +0.01% | NEW | |
| 39 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.68% | -0.03% | -2.24% | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.67% | -0.04% | +19.13% | |
| 41 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.66% | +0.02% | — | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | +0.03% | +2.19% | |
| 43 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.62% | -0.03% | -2.21% | |
| 44 | PWR | Quanta Services Inc | Stock-Industrials | 0.62% | +0.06% | -4.76% | |
| 45 | MOH | Molina Healthcare Inc | Stock-Healthcare | 0.61% | — | -0.48% | |
| 46 | CHE | Chemed CORP | Stock-Healthcare | 0.61% | — | -10.65% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.61% | +0.11% | +0.97% | |
| 48 | OC | Owens Corning | Stock-Industrials | 0.61% | -0.21% | EXIT | |
| 49 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.59% | -0.06% | -1.79% | |
| 50 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.59% | — | +93.99% |
According to official SEC Form 13F filings, Moran Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.7B across 387 disclosed positions in Q2 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, CDNS) accounted for 7.3% of total reported equity market value during Q2 2024.
During Q2 2024, Moran Wealth Management, LLC's top holdings by market value included NVO (2.0%)、TT (1.9%)、CDNS (1.7%). The largest single position, NVO, represented 2.0% of total portfolio value.
In Q2 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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