Moran-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SE",
  "AX",
  "FLEX",
  "MPWR",
  "IOSP",
  "RDNT",
  "KTOS",
  "PLMR",
  "PLXS",
  "NTR",
  "TROW",
  "AGI.TO",
  "ITUB",
  "RJF",
  "MOS",
  "STRL",
  "ENTG",
  "QTWO",
  null,
  "FLO",
  "ATR",
  "MU",
  "BTU",
  "ITT",
  "ABT",
  "ADBE",
  "SCSC",
  "SHOO",
  "NMIH",
  "KTB",
  "GOOGL",
  "AVT",
  "ATGE",
  null,
  "AXP",
  "VC",
  "ADMA",
  "APOG",
  "AMG",
  "APAM",
  "BATRK",
  "ASML",
  "T",
  "GOLF",
  "ASX",
  "AYI",
  null,
  "AROC",
  "CAT",
  "AVGO",
  null,
  "ANDE",
  "LOW",
  "BRO",
  "FMS",
  "BSX",
  "HRB",
  null,
  "LMB",
  null,
  "COOP",
  "DT",
  "PRIM",
  "EOG",
  "EXPE",
  "EXPD",
  "UNF",
  "OSW",
  "FERG",
  "FCX",
  "FITB",
  "GD",
  "GIS",
  "ARIS",
  "IBN",
  "INTU",
  "FNV",
  "SNN",
  "GLPI",
  "FFWM",
  "SCCO",
  "ISRG",
  null,
  null,
  "HUBS",
  null,
  "HWM",
  "LEN",
  "INGR",
  "BKNG",
  "ICE",
  "META",
  "KNSL",
  "KMI",
  null,
  "LRCX",
  "LIN",
  "MMC",
  "PWR",
  "MA",
  "EXEL",
  "PODD",
  "MDT",
  "MSFT",
  "MAA",
  "MDLZ",
  "MUFG",
  "CNR",
  "TMUS",
  "DOCS",
  "ELF",
  "EQIX",
  "EVR",
  "FSS",
  "FICO",
  null,
  "FIS",
  "GE",
  null,
  null,
  "NI",
  "HEI",
  "HES",
  "NU",
  "OXY",
  "OMC",
  "ODFL",
  "ORLY",
  "EMN",
  "PCAR",
  "BX",
  "HSY",
  "AMP",
  "ANET",
  "KKR",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  "DASH",
  null,
  "REG",
  "PANW",
  "PYPL",
  "IRM",
  "PGR",
  "PBR",
  "PHM",
  "AAPL",
  "SPY",
  "NVDA",
  "LDOS",
  "LMT",
  "MRK",
  "VZ",
  "LPLA",
  "MAS",
  "PKG",
  "PPG",
  "REGN",
  "ROK",
  "SPGI",
  "NOW",
  "SLB",
  "RS",
  "SPG",
  "SNA",
  "RIO",
  "RTX",
  "SAP",
  "RSG",
  "IBM",
  "SSNC",
  "SYK",
  "SMFG",
  "SNPS",
  "TEL",
  "CI",
  "TKO",
  "TXN",
  "TXRH",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TW",
  "TYL",
  "UBER",
  "UL",
  "UNM",
  "NEM",
  "PTGX",
  "VSEC",
  "RCL",
  "ASTS",
  "PPC",
  "OSIS",
  "PAG",
  "SEM",
  "EQX",
  "SCS",
  null,
  "STAG",
  "LKQ",
  "JBL",
  "SBAC",
  "LPX",
  "USLM",
  "LBRDA",
  "EXP",
  "EPRT",
  "EME",
  "TTE",
  "TRGP",
  "TXT",
  "ULTA",
  "GMED",
  null,
  "GDDY",
  "PRG",
  "TSM",
  "IT",
  "LRN",
  "RMD",
  "VYM",
  "GEF",
  null,
  "VRTX",
  null,
  "EA",
  "TT",
  "ANF",
  "MEDP",
  "RRC",
  "LECO",
  "RGLD",
  "MUSA",
  "MLI",
  "ATO",
  "ADSK",
  "AMCR",
  "SFM",
  "GM",
  "SF",
  "BLD",
  "TEX",
  "TOL",
  "USFD",
  "ALB",
  "SNX",
  "AFL",
  "AMD",
  "AVB",
  "FI",
  "EPAM",
  "CPAY",
  "WAB",
  "GNRC",
  "DECK",
  "EQR",
  "DEO",
  "AJG",
  "WM",
  "FTNT",
  "HSIC",
  "IR",
  "ENVA",
  "IESC",
  "TILE",
  "IDCC",
  "IPG",
  null,
  null,
  "EEFT",
  "PJT",
  "RACE",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "ACIW",
  "REXR",
  "TPL",
  "DOX",
  "ELS",
  "EGP",
  "NWSA",
  "ABEV",
  "USB",
  "VLO",
  null,
  "VYMI",
  "VALE",
  "VMI",
  "VCEL",
  "VEEV",
  "DSP",
  "VCTR",
  "VIRT",
  "VICI",
  "COCO",
  "HCC",
  "WMT",
  "WELL",
  "WSM",
  "WPM",
  "WTW",
  "WDS",
  "WKC",
  "ZBRA",
  "YELP",
  "ADC",
  "UMC",
  "OC",
  "GRMN",
  "ONTO",
  null,
  "FOXA",
  "AEM",
  "SCHD",
  "MSCI",
  "MTZ",
  "JKHY",
  "MHK",
  "INFY",
  "HST",
  "MOH",
  "NOV",
  "TTD",
  "ON",
  "UFPI",
  "PFGC",
  "TGNA",
  null,
  "SSD",
  "ROL",
  "CRM",
  "RNR",
  "RPRX",
  "SANM",
  "SYY",
  "SKWD",
  "SPOT",
  "MANH",
  "HBI",
  null,
  "UHS",
  "CHWY",
  "MELI",
  "ZM",
  "MCK",
  "NTAP",
  "PSA",
  "NUE",
  "NRG",
  "FDX",
  "ADP",
  "AVPT",
  "AXS",
  null,
  "BRK-B",
  "BHP",
  "BIO",
  "BBY",
  "BCC",
  null,
  "EAT",
  "BWA",
  "BTI",
  "BLDR",
  "CACI",
  "CBT",
  "CCJ",
  "CDNS",
  "CPT",
  "CWST",
  "CCL",
  "CTRE",
  "CSL",
  "CBOE",
  "CVCO",
  "CDW",
  "CPRX",
  "CASY",
  "CELH",
  "CAKE",
  "CRUS",
  "CMG",
  "CTAS",
  "CSCO",
  "CME",
  "KO",
  "CCEP",
  "FIX",
  "CTSH",
  "CL",
  "CMC",
  "COP",
  "CNMD",
  "COMP",
  "CPRT",
  "COST",
  "CSGP",
  "CROX",
  "CUZ",
  "CRH",
  "CRWD",
  "CUBE",
  "DHR",
  "DVA",
  "FANG",
  "DAL",
  "DFS",
  "DLB",
  "DOCU",
  "DFIN",
  "DPZ",
  "RSP",
  null,
  "TRNO",
  "TTEK",
  "MAR",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PLD",
  "NFLX",
  "PH",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 433
Total Value: 2127878595
Accession Number: 0001667731-25-000498
Form Type: 13F-HR
CIK: moran-wealth-management
Manager Name: Moran-Wealth-Management

Data Enrichment

94% identified

406 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

433 positions • $2.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:13.1K

Value:$3.2M

% of Portfolio:0.2% ($3.2M/$2.1B)

TKO Group Holdings, Inc.

TKO|87256C101

Shares:20.4K

Value:$3.1M

% of Portfolio:0.1% ($3.1M/$2.1B)

Liberty Broadband Corp

LBRDA|530307107

Shares:36.7K

Value:$3.1M

% of Portfolio:0.1% ($3.1M/$2.1B)

703395103

Shares:99.0K

Value:$3.1M

% of Portfolio:0.1% ($3.1M/$2.1B)

GENERAC HOLDINGS INC.

GNRC|368736104

Shares:24.4K

Value:$3.1M

% of Portfolio:0.1% ($3.1M/$2.1B)

Infosys Ltd

INFY|456788108

Shares:163.1K

Value:$3.0M

% of Portfolio:0.1% ($3.0M/$2.1B)

TOYOTA MOTOR CORP/

TM|892331307

Shares:16.8K

Value:$3.0M

% of Portfolio:0.1% ($3.0M/$2.1B)

Celsius Holdings, Inc.

CELH|15118V207

Shares:82.3K

Value:$2.9M

% of Portfolio:0.1% ($2.9M/$2.1B)

STEELCASE INC

SCS|858155203

Shares:265.5K

Value:$2.9M

% of Portfolio:0.1% ($2.9M/$2.1B)

032108409

Shares:69.6K

Value:$2.8M

% of Portfolio:0.1% ($2.8M/$2.1B)

AFFILIATED MANAGERS GROUP, INC.

AMG|008252108

Shares:16.6K

Value:$2.8M

% of Portfolio:0.1% ($2.8M/$2.1B)

Royalty Pharma plc

RPRX|G7709Q104

Shares:89.0K

Value:$2.8M

% of Portfolio:0.1% ($2.8M/$2.1B)

CACI INTERNATIONAL INC /DE/

CACI|127190304

Shares:7.5K

Value:$2.7M

% of Portfolio:0.1% ($2.7M/$2.1B)

92206C813

Shares:35.9K

Value:$2.7M

% of Portfolio:0.1% ($2.7M/$2.1B)

Kontoor Brands, Inc.

KTB|50050N103

Shares:41.9K

Value:$2.7M

% of Portfolio:0.1% ($2.7M/$2.1B)

464288687

Shares:87.3K

Value:$2.7M

% of Portfolio:0.1% ($2.7M/$2.1B)

Donnelley Financial Solutions, Inc.

DFIN|25787G100

Shares:60.3K

Value:$2.6M

% of Portfolio:0.1% ($2.6M/$2.1B)

Victory Capital Holdings, Inc.

VCTR|92645B103

Shares:45.5K

Value:$2.6M

% of Portfolio:0.1% ($2.6M/$2.1B)

Zoom Communications, Inc.

ZM|98980L101

Shares:34.4K

Value:$2.5M

% of Portfolio:0.1% ($2.5M/$2.1B)

VISTEON CORP

VC|92839U206

Shares:32.5K

Value:$2.5M

% of Portfolio:0.1% ($2.5M/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	13.1K	QoQ +12.54% (+1.5K) YoY NEW(+13.1K)	All Managers (Combined)	$3.2M	0.2% ($3.2M/$2.1B)	QoQ +29.30% (+$723.7K) YoY NEW(+$3.2M)
TKO Group Holdings, Inc.(TKOcusip87256C101)	20.4K	QoQ +5.13% (+999) YoY +11.62% (+2.1K)	All Managers (Combined)	$3.1M	0.1% ($3.1M/$2.1B)	QoQ +13.05% (+$360.7K) YoY +97.39% (+$1.5M)
Liberty Broadband Corp(LBRDAcusip530307107)	36.7K	QoQ +11.47% (+3.8K) YoY NEW(+36.7K)	All Managers (Combined)	$3.1M	0.1% ($3.1M/$2.1B)	QoQ +27.42% (+$671.1K) YoY NEW(+$3.1M)
(cusip703395103)✕	99.0K	QoQ -13.54% (-15.5K) YoY NEW(+99.0K)	All Managers (Combined)	$3.1M	0.1% ($3.1M/$2.1B)	QoQ -12.48% (-$441.3K) YoY NEW(+$3.1M)
GENERAC HOLDINGS INC.(GNRCcusip368736104)	24.4K	QoQ -4.96% (-1.3K) YoY +15.89% (+3.4K)	All Managers (Combined)	$3.1M	0.1% ($3.1M/$2.1B)	QoQ -22.37% (-$891.5K) YoY +16.36% (+$435.0K)
Infosys Ltd(INFYcusip456788108)	163.1K	QoQ -1.92% (-3.2K) YoY -3.89% (-6.6K)	All Managers (Combined)	$3.0M	0.1% ($3.0M/$2.1B)	QoQ -18.34% (-$668.4K) YoY -2.18% (-$66.3K)
TOYOTA MOTOR CORP/(TMcusip892331307)	16.8K	QoQ -1.27% (-217) YoY +2.37% (-389)	All Managers (Combined)	$3.0M	0.1% ($3.0M/$2.1B)	QoQ -10.44% (-$345.7K) YoY -28.19% (-$1.2M)
Celsius Holdings, Inc.(CELHcusip15118V207)	82.3K	QoQ +4.67% (+3.7K) YoY +212.57% (+56.0K)	All Managers (Combined)	$2.9M	0.1% ($2.9M/$2.1B)	QoQ +41.55% (+$860.9K) YoY +34.27% (+$748.5K)
STEELCASE INC(SCScusip858155203)	265.5K	QoQ NEW(+265.5K) YoY NEW(+265.5K)	All Managers (Combined)	$2.9M	0.1% ($2.9M/$2.1B)	QoQ NEW(+$2.9M) YoY NEW(+$2.9M)
(cusip032108409)✕	69.6K	QoQ -2.37% (-1.7K) YoY -9.50% (-7.3K)	All Managers (Combined)	$2.8M	0.1% ($2.8M/$2.1B)	QoQ -1.67% (-$48.3K) YoY -5.10% (-$152.8K)
AFFILIATED MANAGERS GROUP, INC.(AMGcusip008252108)	16.6K	QoQ NEW(+16.6K) YoY NEW(+16.6K)	All Managers (Combined)	$2.8M	0.1% ($2.8M/$2.1B)	QoQ NEW(+$2.8M) YoY NEW(+$2.8M)
Royalty Pharma plc(RPRXcusipG7709Q104)	89.0K	QoQ NEW(+89.0K) YoY NEW(+89.0K)	All Managers (Combined)	$2.8M	0.1% ($2.8M/$2.1B)	QoQ NEW(+$2.8M) YoY NEW(+$2.8M)
CACI INTERNATIONAL INC /DE/(CACIcusip127190304)	7.5K	QoQ NEW(+7.5K) YoY NEW(+7.5K)	All Managers (Combined)	$2.7M	0.1% ($2.7M/$2.1B)	QoQ NEW(+$2.7M) YoY NEW(+$2.7M)
(cusip92206C813)✕	35.9K	QoQ +2.64% (+925) YoY -3.30% (-1.2K)	All Managers (Combined)	$2.7M	0.1% ($2.7M/$2.1B)	QoQ +4.19% (+$109.7K) YoY -6.17% (-$179.0K)
Kontoor Brands, Inc.(KTBcusip50050N103)	41.9K	QoQ NEW(+41.9K) YoY NEW(+41.9K)	All Managers (Combined)	$2.7M	0.1% ($2.7M/$2.1B)	QoQ NEW(+$2.7M) YoY NEW(+$2.7M)
(cusip464288687)✕	87.3K	QoQ -0.36% (-321) YoY -35.54% (-48.2K)	All Managers (Combined)	$2.7M	0.1% ($2.7M/$2.1B)	QoQ -2.61% (-$72.1K) YoY -38.54% (-$1.7M)
Donnelley Financial Solutions, Inc.(DFINcusip25787G100)	60.3K	QoQ NEW(+60.3K) YoY NEW(+60.3K)	All Managers (Combined)	$2.6M	0.1% ($2.6M/$2.1B)	QoQ NEW(+$2.6M) YoY NEW(+$2.6M)
Victory Capital Holdings, Inc.(VCTRcusip92645B103)	45.5K	QoQ -6.63% (-3.2K) YoY NEW(+45.5K)	All Managers (Combined)	$2.6M	0.1% ($2.6M/$2.1B)	QoQ -17.46% (-$556.9K) YoY NEW(+$2.6M)
Zoom Communications, Inc.(ZMcusip98980L101)	34.4K	QoQ NEW(+34.4K) YoY NEW(+34.4K)	All Managers (Combined)	$2.5M	0.1% ($2.5M/$2.1B)	QoQ NEW(+$2.5M) YoY NEW(+$2.5M)
VISTEON CORP(VCcusip92839U206)	32.5K	QoQ NEW(+32.5K) YoY NEW(+32.5K)	All Managers (Combined)	$2.5M	0.1% ($2.5M/$2.1B)	QoQ NEW(+$2.5M) YoY NEW(+$2.5M)