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CIK: 0001965334
Total reported value
$3.7B
$3.7B
402 檔
7.9%
At the close of Q3 2024, Moran Wealth Management, LLC disclosed equity holdings valued at approximately $3.7B, spread across 402 reported holdings.
Moran Wealth Management, LLC executed strategic sector rebalancing during Q3 2024, establishing 9 new positions while fully exiting 4 holdings and trimming 25 positions.
Showing top 200 holdings (of 402 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TT | Trane Technologies plc | Stock-Industrials | 2.02% | — | -3.55% | |
| 2 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.94% | -0.30% | +1.25% | |
| 3 | PH | Parker Hannifin CORP | Stock-Industrials | 1.81% | -0.13% | -1.77% | |
| 4 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.57% | — | -1.19% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.51% | — | -0.21% | |
| 6 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.47% | +0.07% | +91.79% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.44% | +0.01% | +876.95% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | -0.05% | -2.64% | |
| 9 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.34% | +0.08% | -2.71% | |
| 10 | GRMN | Garmin Ltd. | Stock-Tech | 1.29% | -0.07% | +64.93% | |
| 11 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.13% | -0.11% | +39.53% | |
| 12 | PHM | Pultegroup Inc | Stock-Consumer Disc | 1.13% | -0.01% | -2.38% | |
| 13 | EOG | Eog Resources Inc | Stock-Energy | 1.08% | -0.37% | -4.62% | |
| 14 | LIN | Linde plc | Stock-Materials | 1.07% | -0.09% | -3.15% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.03% | +0.08% | -3.10% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.98% | -0.07% | +78.50% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | +0.04% | -3.05% | |
| 18 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.94% | — | -0.40% | |
| 19 | BX | Blackstone Inc | Stock-Financials | 0.94% | -0.05% | -2.06% | |
| 20 | CE | Celanese CORP | Stock-Materials | 0.91% | — | +0.05% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.91% | -0.07% | -26.44% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.88% | — | +0.19% | |
| 23 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.88% | -0.02% | +0.27% | |
| 24 | IT | Gartner Inc | Stock-Tech | 0.86% | — | -0.27% | |
| 25 | AFL | Aflac Inc | Stock-Financials | 0.86% | -0.62% | -1.47% | |
| 26 | MSI | Motorola Solutions Inc | Stock-Tech | 0.84% | -0.12% | -5.86% | |
| 27 | TXN | Texas Instruments Inc | Stock-Tech | 0.82% | +0.15% | -1.50% | |
| 28 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.80% | — | +0.59% | |
| 29 | NTAP | Netapp Inc | Stock-Tech | 0.79% | +0.17% | -4.11% | |
| 30 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.79% | +0.02% | -4.21% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.78% | +0.09% | +3.32% | |
| 32 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.77% | — | -0.35% | |
| 33 | INTU | Intuit Inc | Stock-Tech | 0.75% | -0.48% | EXIT | |
| 34 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.75% | -0.03% | -1.03% | |
| 35 | PLD | Prologis Inc | Stock-Real Estate | 0.74% | -0.01% | -0.09% | |
| 36 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.72% | -0.03% | +13.09% | |
| 37 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 0.72% | -0.03% | -1.63% | |
| 38 | CB | Chubb Limited | Stock-Financials | 0.72% | +0.01% | NEW | |
| 39 | CTAS | Cintas CORP | Stock-Industrials | 0.71% | -0.04% | +783.54% | |
| 40 | ETN | Eaton Corporation plc | Stock-Industrials | 0.70% | +0.01% | -2.46% | |
| 41 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.68% | — | +647.53% | |
| 42 | PCAR | Paccar Inc | Stock-Industrials | 0.67% | -0.41% | -25.22% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.66% | +0.11% | -0.20% | |
| 44 | MOH | Molina Healthcare Inc | Stock-Healthcare | 0.66% | — | -0.45% | |
| 45 | PWR | Quanta Services Inc | Stock-Industrials | 0.65% | +0.06% | -4.87% | |
| 46 | ATO | Atmos Energy CORP | Stock-Utilities | 0.63% | -0.02% | +0.21% | |
| 47 | CHE | Chemed CORP | Stock-Healthcare | 0.63% | — | +0.19% | |
| 48 | MDT | Medtronic plc | Stock-Healthcare | 0.61% | -0.07% | -0.43% | |
| 49 | HRB | H&r Block Inc | Stock-Consumer Disc | 0.61% | — | -1.80% | |
| 50 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.61% | -0.02% | -6.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GRMN | Garmin Ltd. | +0.5% | +64.93% | Add |
| 2 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +78.50% | Add |
| 3 | PGR | Progressive CORP | +0.4% | +225.48% | Add |
| 4 | CTAS | Cintas CORP | +0.4% | +783.54% | Add |
| 5 | BSX | Boston Scientific CORP | +0.4% | +414.35% | Add |
| 6 | SPOT | Spotify Technology S.A. | +0.4% | NEW | New buy |
| 7 | AMP | Ameriprise Financial Inc | +0.3% | +39.53% | Add |
| 8 | LMT | Lockheed Martin CORP | +0.3% | +1.25% | Add |
| 9 | HAS | Hasbro Inc | +0.3% | NEW | New buy |
| 10 | DVA | Davita Inc | +0.3% | +3487.51% | Add |
| 11 | LDOS | Leidos Holdings Inc | +0.3% | NEW | New buy |
| 12 | PH | Parker Hannifin CORP | +0.2% | -1.77% | Trim |
| 13 | SSNC | Ss&c Technologies Holdings | +0.2% | +42.74% | Add |
| 14 | EVR | Evercore Inc - A | +0.2% | +36.20% | Add |
| 15 | FICO | Fair Isaac CORP | +0.2% | +38.58% | Add |
| 16 | AXP | American Express Co | +0.2% | NEW | New buy |
| 17 | BBY | Best Buy Co Inc | +0.2% | NEW | New buy |
| 18 | TGT | Target CORP | +0.2% | NEW | New buy |
| 19 | SYY | Sysco CORP | +0.2% | NEW | New buy |
| 20 | PHM | Pultegroup Inc | +0.2% | -2.38% | Trim |
| 21 | TT | Trane Technologies plc | +0.1% | -3.55% | Trim |
| 22 | IRM | Iron Mountain Inc | +0.1% | -4.21% | Trim |
| 23 | HWM | Howmet Aerospace Inc | +0.1% | -1.03% | Trim |
| 24 | SNX | TD Synnex CORP | +0.1% | NEW | New buy |
| 25 | PFGC | Performance Food Group Co | +0.1% | NEW | New buy |
| 26 | AFL | Aflac Inc | +0.1% | -1.47% | Trim |
| 27 | BX | Blackstone Inc | +0.1% | -2.06% | Trim |
| 28 | NOC | Northrop Grumman CORP | +0.1% | +0.59% | Add |
| 29 | CHRD | Chord Energy CORP | -0.2% | -34.47% | Trim |
| 30 | BC | Brunswick CORP | -0.2% | -38.26% | Trim |
| 31 | ZBH | Zimmer Biomet Holdings Inc | -0.2% | -95.12% | Trim |
| 32 | RIO | Rio Tinto Plc-spon Adr | -0.2% | -44.85% | Trim |
| 33 | NTES | Netease Inc-adr | -0.2% | -95.38% | Trim |
| 34 | WIREEUR | Encore Wire CORP | -0.2% | EXIT | Sold out |
| 35 | ACN | Accenture plc | -0.2% | EXIT | Sold out |
| 36 | BP | Bp Plc-spons Adr | -0.3% | -95.51% | Trim |
| 37 | CVS | Cvs Health CORP | -0.3% | -77.14% | Trim |
| 38 | STLA | Stellantis N.V. | -0.3% | -75.50% | Trim |
| 39 | PTC | Ptc Inc | -0.3% | -71.56% | Trim |
| 40 | PCAR | Paccar Inc | -0.3% | -25.22% | Trim |
| 41 | CDNS | Cadence Design Sys Inc | -0.3% | -2.71% | Trim |
| 42 | XOM | Exxon Mobil CORP | -0.3% | -42.09% | Trim |
| 43 | LRCXEUR | Lam Research CORP | -0.4% | -67.27% | Trim |
| 44 | CDW | Cdw Corp/de | -0.4% | -63.26% | Trim |
| 45 | EG | Everest Group, Ltd. | -0.4% | EXIT | Sold out |
| 46 | AME | Ametek Inc | -0.4% | EXIT | Sold out |
| 47 | CRM | Salesforce Inc | -0.5% | -70.29% | Trim |
| 48 | NVO | Novo-nordisk A/s-spons Adr | -0.5% | -1.19% | Trim |
| 49 | SNA | Snap-on Inc | -0.5% | -63.62% | Trim |
| 50 | MRK | Merck & Co. Inc. | -0.5% | -26.44% | Trim |
According to official SEC Form 13F filings, Moran Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.7B across 402 disclosed positions in Q3 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 TT, LMT, PH) accounted for 7.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
SPOT
市值: $13.2M
Top Position Liquidated / Trimmed
EG
前期市值: $11.6M
During Q3 2024, Moran Wealth Management, LLC's top holdings by market value included TT (2.0%)、LMT (1.9%)、PH (1.8%). The largest single position, TT, represented 2.0% of total portfolio value.
In Q3 2024, Moran Wealth Management, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 12 positions, trimming 25 holdings, and fully liquidating 4 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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