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CIK: 0001965334
Total reported value
$3.7B
$3.7B
411 檔
8.2%
In Q4 2024, Moran Wealth Management, LLC's U.S. equity holdings reached a combined market value of $3.7B, distributed across 411 disclosed stock positions.
In Q4 2024, Moran Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 15 positions and completely liquidating 14 holdings to manage risk exposure.
Showing top 200 holdings (of 411 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TT | Trane Technologies plc | Stock-Industrials | 2.20% | — | +10.82% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 1.96% | +0.01% | -2.48% | |
| 3 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.85% | +0.07% | +1.50% | |
| 4 | PH | Parker Hannifin CORP | Stock-Industrials | 1.84% | -0.13% | -2.88% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.78% | — | -0.18% | |
| 6 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.63% | -0.30% | -2.59% | |
| 7 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.50% | +0.08% | -2.18% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | -0.05% | -0.37% | |
| 9 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.38% | -0.11% | +4.47% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.17% | +0.08% | -3.29% | |
| 11 | EOG | Eog Resources Inc | Stock-Energy | 1.11% | -0.37% | -0.89% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.08% | +0.04% | -1.50% | |
| 13 | BX | Blackstone Inc | Stock-Financials | 1.05% | -0.05% | -3.86% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.03% | — | +10.97% | |
| 15 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.02% | — | -13.25% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 1.01% | +0.09% | +11.19% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.00% | -0.07% | +1.09% | |
| 18 | LIN | Linde plc | Stock-Materials | 0.97% | -0.09% | -0.96% | |
| 19 | MSI | Motorola Solutions Inc | Stock-Tech | 0.95% | -0.12% | +6.07% | |
| 20 | GRMN | Garmin Ltd. | Stock-Tech | 0.89% | -0.07% | -43.70% | |
| 21 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.86% | -0.01% | -2.71% | |
| 22 | IT | Gartner Inc | Stock-Tech | 0.85% | — | -0.09% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.83% | -0.07% | +0.82% | |
| 24 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.83% | -0.03% | -1.95% | |
| 25 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.81% | — | -1.28% | |
| 26 | AFL | Aflac Inc | Stock-Financials | 0.81% | -0.62% | -0.91% | |
| 27 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.79% | — | +7.35% | |
| 28 | INTU | Intuit Inc | Stock-Tech | 0.78% | -0.48% | EXIT | |
| 29 | TXN | Texas Instruments Inc | Stock-Tech | 0.77% | +0.15% | -0.52% | |
| 30 | NTAP | Netapp Inc | Stock-Tech | 0.77% | +0.17% | -1.05% | |
| 31 | T | At&t Inc | Stock-Comm Services | 0.76% | -0.44% | +22.10% | |
| 32 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 0.76% | -0.03% | -0.01% | |
| 33 | ATO | Atmos Energy CORP | Stock-Utilities | 0.74% | -0.02% | +12.16% | |
| 34 | CB | Chubb Limited | Stock-Financials | 0.71% | +0.01% | NEW | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 0.70% | +0.01% | -2.49% | |
| 36 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.70% | +0.02% | -2.85% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.03% | +2.51% | |
| 38 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.68% | -0.02% | -6.74% | |
| 39 | PWR | Quanta Services Inc | Stock-Industrials | 0.68% | +0.06% | -4.06% | |
| 40 | AXP | American Express Co | Stock-Financials | 0.65% | -0.02% | +188.59% | |
| 41 | EVR | Evercore Inc - A | Stock-Financials | 0.64% | — | -3.00% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.64% | +0.11% | -0.58% | |
| 43 | CTAS | Cintas CORP | Stock-Industrials | 0.63% | -0.04% | -3.45% | |
| 44 | FIS | Fidelity National Info Serv | Stock-Tech | 0.62% | +0.01% | +369.21% | |
| 45 | PCAR | Paccar Inc | Stock-Industrials | 0.61% | -0.41% | -17.25% | |
| 46 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 0.60% | -0.10% | -0.56% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.04% | +1.27% | |
| 48 | PGR | Progressive CORP | Stock-Financials | 0.58% | -0.39% | -0.32% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.58% | -0.04% | +0.03% | |
| 50 | MOH | Molina Healthcare Inc | Stock-Healthcare | 0.58% | — | +1.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.5% | -2.48% | Trim |
| 2 | FIS | Fidelity National Info Serv | +0.5% | +369.21% | Add |
| 3 | GDDY | Godaddy Inc - Class A | +0.5% | NEW | New buy |
| 4 | PAG | Penske Automotive Group Inc | +0.5% | NEW | New buy |
| 5 | AXP | American Express Co | +0.5% | +188.59% | Add |
| 6 | SBAC | Sba Communications CORP | +0.4% | NEW | New buy |
| 7 | MAS | Masco CORP | +0.4% | NEW | New buy |
| 8 | CME | Cme Group Inc | +0.4% | +226.48% | Add |
| 9 | LOW | Lowe's Cos Inc | +0.4% | NEW | New buy |
| 10 | WSM | Williams-sonoma Inc | +0.4% | +1.50% | Add |
| 11 | CI | THE Cigna Group | +0.4% | +379.23% | Add |
| 12 | AMCR | Amcor plc | +0.3% | NEW | New buy |
| 13 | MCK | Mckesson CORP | +0.3% | +212.51% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.3% | -0.18% | Trim |
| 15 | DVA | Davita Inc | +0.3% | +102.18% | Add |
| 16 | AMP | Ameriprise Financial Inc | +0.3% | +4.47% | Add |
| 17 | GIS | General Mills Inc | +0.2% | NEW | New buy |
| 18 | NU | Nu Holdings Ltd. | +0.2% | +4617.59% | Add |
| 19 | CSCO | Cisco Systems Inc | +0.2% | +11.19% | Add |
| 20 | IWV | Ishares Russell 3000 ETF | +0.2% | +2515.73% | Add |
| 21 | CNH | CNH Industrial N.V. | +0.2% | NEW | New buy |
| 22 | YEAR | AB Ultra Short Income ETF | +0.2% | NEW | New buy |
| 23 | DUSB | Dimension Ultrashort Fi ETF | +0.2% | NEW | New buy |
| 24 | TTEN | Totalenergies Se -spon Adr | -0.1% | -1.28% | Trim |
| 25 | LKQ | Lkq CORP | -0.2% | EXIT | Sold out |
| 26 | MS | Morgan Stanley | -0.2% | EXIT | Sold out |
| 27 | EWY | Ishares Msci South Korea ETF | -0.2% | EXIT | Sold out |
| 28 | DECK | Deckers Outdoor CORP | -0.3% | -51.87% | Trim |
| 29 | HII | Huntington Ingalls Industrie | -0.3% | EXIT | Sold out |
| 30 | ANETEUR | Arista Networks Inc | -0.3% | EXIT | Sold out |
| 31 | TROW | T Rowe Price Group Inc | -0.3% | EXIT | Sold out |
| 32 | PHM | Pultegroup Inc | -0.3% | -2.71% | Trim |
| 33 | REGN | Regeneron Pharmaceuticals | -0.3% | -11.42% | Trim |
| 34 | MDT | Medtronic plc | -0.3% | -39.50% | Trim |
| 35 | ELV | Elevance Health Inc | -0.3% | EXIT | Sold out |
| 36 | HAS | Hasbro Inc | -0.3% | EXIT | Sold out |
| 37 | CTRA | Coterra Energy Inc | -0.3% | EXIT | Sold out |
| 38 | SNPS | Synopsys Inc | -0.3% | -88.16% | Trim |
| 39 | APPF | Appfolio Inc - A | -0.3% | EXIT | Sold out |
| 40 | DKS | Dick's Sporting Goods Inc | -0.3% | EXIT | Sold out |
| 41 | LMT | Lockheed Martin CORP | -0.3% | -2.59% | Trim |
| 42 | PEP | Pepsico Inc | -0.3% | EXIT | Sold out |
| 43 | ADBE | Adobe Inc | -0.4% | -94.52% | Trim |
| 44 | GRMN | Garmin Ltd. | -0.4% | -43.70% | Trim |
| 45 | GSK | Gsk Plc-spon Adr | -0.5% | EXIT | Sold out |
| 46 | NVO | Novo-nordisk A/s-spons Adr | -0.6% | -13.25% | Trim |
| 47 | BHP | Bhp Group Ltd-spon Adr | -0.6% | -53.55% | Trim |
| 48 | PLD | Prologis Inc | -0.6% | -75.90% | Trim |
| 49 | AVB | Avalonbay Communities Inc | -0.7% | -93.44% | Trim |
| 50 | CE | Celanese CORP | -0.9% | EXIT | Sold out |
According to official SEC Form 13F filings, Moran Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.7B across 411 disclosed positions in Q4 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, AVGO, WSM) accounted for 8.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
GDDY
市值: $14.8M
Top Position Liquidated / Trimmed
CE
前期市值: $29.6M
During Q4 2024, Moran Wealth Management, LLC's top holdings by market value included TT (2.2%)、AVGO (2.0%)、WSM (1.9%). The largest single position, TT, represented 2.2% of total portfolio value.
In Q4 2024, Moran Wealth Management, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 11 positions, trimming 15 holdings, and fully liquidating 14 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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