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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Moran-Wealth-Management
Data Enrichment
94% identified406 identified27 unidentified
Holdings
433 positions • $2.1B total value
Manager:
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Page 12 of 22
Shares:55.0K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$2.1B)
Shares:30.1K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.1B)
00162Q452
Shares:28.4K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.1B)
Shares:8.5K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 55.0K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$2.1B) | |||
| 16.3K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$2.1B) | |||
Chewy, Inc.(CHWYcusip16679L109) | 53.4K | QoQ NEW(+53.4K) YoY NEW(+53.4K) | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$2.1B) | QoQ NEW(+$1.7M) YoY NEW(+$1.7M) |
| 23.4K | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$2.1B) | |||
| 58.9K | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$2.1B) | |||
| 236.6K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$2.1B) | |||
| 7.2K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.1B) | |||
| 30.1K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.1B) | |||
| 19.3K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.1B) | |||
| 50.3K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.1B) | |||
(cusip00162Q452)✕ | 28.4K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.1B) | ||
| 8.5K | QoQ -0.53% (-46)YoY -3.65% (-323) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.1B) | ||
| 11.4K | QoQ -0.22% (-26)YoY -3.58% (-423) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.1B) | ||
ROYAL GOLD INC(RGLDcusip780287108) | 8.3K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.1B) | ||
| 35.5K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$2.1B) | |||
| 31.3K | QoQ +0.18% (-58) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$2.1B) | ||
| 36.8K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$2.1B) | |||
| 18.5K | QoQ -0.09% (-18)YoY -3.33% (-639) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$2.1B) | ||
| 40.6K | QoQ +0.89% (+360)YoY NEW(+40.6K) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$2.1B) | YoY NEW(+$1.3M) | |
| 8.0K | QoQ -3.91% (-326)YoY -9.99% (-889) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$2.1B) |