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

Page 14 of 22

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InterDigital, Inc.

IDCC|45867G101

Shares:3.9K

Value:$808.0K

% of Portfolio:0.0% ($808.0K/$2.1B)

ROLLINS INC

ROL|775711104

Shares:14.8K

Value:$798.4K

% of Portfolio:0.0% ($798.4K/$2.1B)

MOSAIC CO

MOS|61945C103

Shares:29.5K

Value:$797.7K

% of Portfolio:0.0% ($797.7K/$2.1B)

ADMA BIOLOGICS, INC.

ADMA|000899104

Shares:40.1K

Value:$794.7K

% of Portfolio:0.0% ($794.7K/$2.1B)

MERCADOLIBRE INC

MELI|58733R102

Shares:399

Value:$778.4K

% of Portfolio:0.0% ($778.4K/$2.1B)

PEABODY ENERGY CORP

BTU|704551100

Shares:57.3K

Value:$776.8K

% of Portfolio:0.0% ($776.8K/$2.1B)

DOMINOS PIZZA INC

DPZ|25754A201

Shares:1.7K

Value:$775.6K

% of Portfolio:0.0% ($775.6K/$2.1B)

Protagonist Therapeutics, Inc

PTGX|74366E102

Shares:15.9K

Value:$768.7K

% of Portfolio:0.0% ($768.7K/$2.1B)

CATALYST PHARMACEUTICALS, INC.

CPRX|14888U101

Shares:31.2K

Value:$756.8K

% of Portfolio:0.0% ($756.8K/$2.1B)

CAVCO INDUSTRIES INC.

CVCO|149568107

Shares:1.4K

Value:$742.6K

% of Portfolio:0.0% ($742.6K/$2.1B)

NOV Inc.

NOV|62955J103

Shares:47.3K

Value:$719.2K

% of Portfolio:0.0% ($719.2K/$2.1B)

MSCI Inc.

MSCI|55354G100

Shares:1.3K

Value:$711.4K

% of Portfolio:0.0% ($711.4K/$2.1B)

165167735

Shares:6.3K

Value:$704.4K

% of Portfolio:0.0% ($704.4K/$2.1B)

COLGATE PALMOLIVE CO

CL|194162103

Shares:7.5K

Value:$704.3K

% of Portfolio:0.0% ($704.3K/$2.1B)

Dolby Laboratories, Inc.

DLB|25659T107

Shares:8.6K

Value:$694.5K

% of Portfolio:0.0% ($694.5K/$2.1B)

CONOCOPHILLIPS

COP|20825C104

Shares:6.6K

Value:$691.9K

% of Portfolio:0.0% ($691.9K/$2.1B)

UNITED STATES LIME & MINERALS INC

USLM|911922102

Shares:7.8K

Value:$691.8K

% of Portfolio:0.0% ($691.8K/$2.1B)

AvePoint, Inc.

AVPT|053604104

Shares:47.6K

Value:$687.8K

% of Portfolio:0.0% ($687.8K/$2.1B)

HUBSPOT INC

HUBS|443573100

Shares:1.2K

Value:$685.5K

% of Portfolio:0.0% ($685.5K/$2.1B)

ALBEMARLE CORP

ALB|012653101

Shares:9.3K

Value:$672.2K

% of Portfolio:0.0% ($672.2K/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
InterDigital, Inc.(IDCCcusip45867G101)	3.9K	QoQ -4.35% (-178) YoY +52.23% (+1.3K)	All Managers (Combined)	$808.0K	0.0% ($808.0K/$2.1B)	QoQ +2.07% (-$16.4K) YoY +195.65% (+$534.7K)
ROLLINS INC(ROLcusip775711104)	14.8K	QoQ -3.04% (-464) YoY +122.21% (+8.1K)	All Managers (Combined)	$798.4K	0.0% ($798.4K/$2.1B)	QoQ +13.02% (-$92.0K) YoY +159.47% (+$490.7K)
MOSAIC CO(MOScusip61945C103)	29.5K	QoQ NEW(+29.5K) YoY NEW(+29.5K)	All Managers (Combined)	$797.7K	0.0% ($797.7K/$2.1B)	QoQ NEW(+$797.7K) YoY NEW(+$797.7K)
ADMA BIOLOGICS, INC.(ADMAcusip000899104)	40.1K	QoQ NEW(+40.1K) YoY NEW(+40.1K)	All Managers (Combined)	$794.7K	0.0% ($794.7K/$2.1B)	QoQ NEW(+$794.7K) YoY NEW(+$794.7K)
MERCADOLIBRE INC(MELIcusip58733R102)	399	QoQ -3.38% (-14) YoY +116.84% (+215)	All Managers (Combined)	$778.4K	0.0% ($778.4K/$2.1B)	QoQ +10.83% (-$76.1K) YoY +179.79% (+$500.2K)
PEABODY ENERGY CORP(BTUcusip704551100)	57.3K	QoQ +12.31% (-6.3K) YoY +50.19% (-19.2K)	All Managers (Combined)	$776.8K	0.0% ($776.8K/$2.1B)	QoQ -27.31% (-$292.0K) YoY -16.11% (-$149.2K)
DOMINOS PIZZA INC(DPZcusip25754A201)	1.7K	QoQ -1.68% (-29) YoY +78.05% (+740)	All Managers (Combined)	$775.6K	0.0% ($775.6K/$2.1B)	QoQ +7.60% (-$54.8K) YoY +64.64% (+$304.5K)
Protagonist Therapeutics, Inc(PTGXcusip74366E102)	15.9K	QoQ -0.41% (-66) YoY +48.05% (+5.2K)	All Managers (Combined)	$768.7K	0.0% ($768.7K/$2.1B)	QoQ +24.76% (-$152.6K) YoY +147.48% (+$458.1K)
CATALYST PHARMACEUTICALS, INC.(CPRXcusip14888U101)	31.2K	QoQ +209.77% (+21.1K) YoY NEW(+31.2K)	All Managers (Combined)	$756.8K	0.0% ($756.8K/$2.1B)	QoQ +259.94% (+$546.6K) YoY NEW(+$756.8K)
CAVCO INDUSTRIES INC.(CVCOcusip149568107)	1.4K	QoQ -1.65% (-24) YoY +49.79% (+475)	All Managers (Combined)	$742.6K	0.0% ($742.6K/$2.1B)	QoQ +14.52% (-$94.2K) YoY +95.04% (+$361.8K)
NOV Inc.(NOVcusip62955J103)	47.3K	QoQ NEW(+47.3K) YoY NEW(+47.3K)	All Managers (Combined)	$719.2K	0.0% ($719.2K/$2.1B)	QoQ NEW(+$719.2K) YoY NEW(+$719.2K)
MSCI Inc.(MSCIcusip55354G100)	1.3K	QoQ -93.88% (-19.3K) YoY -96.91% (-39.5K)	All Managers (Combined)	$711.4K	0.0% ($711.4K/$2.1B)	QoQ -94.23% (-$11.6M) YoY -96.88% (-$22.1M)
(cusip165167735)✕	6.3K	QoQ -41.04% (-4.4K) YoY NEW(+6.3K)	All Managers (Combined)	$704.4K	0.0% ($704.4K/$2.1B)	QoQ -34.07% (-$364.0K) YoY NEW(+$704.4K)
COLGATE PALMOLIVE CO(CLcusip194162103)	7.5K	QoQ -1.59% (-122) YoY +118.64% (+4.1K)	All Managers (Combined)	$704.3K	0.0% ($704.3K/$2.1B)	QoQ +1.42% (-$9.9K) YoY +127.50% (+$394.8K)
Dolby Laboratories, Inc.(DLBcusip25659T107)	8.6K	QoQ -5.83% (-536) YoY +6.08% (+496)	All Managers (Combined)	$694.5K	0.0% ($694.5K/$2.1B)	QoQ -3.17% (-$22.7K) YoY +1.70% (+$11.6K)
CONOCOPHILLIPS(COPcusip20825C104)	6.6K	QoQ -5.07% (-352) YoY +3.09% (-198)	All Managers (Combined)	$691.9K	0.0% ($691.9K/$2.1B)	QoQ +0.52% (-$3.6K) YoY -14.93% (-$121.4K)
UNITED STATES LIME & MINERALS INC(USLMcusip911922102)	7.8K	QoQ -1.58% (-126) YoY +544.81% (+6.6K)	All Managers (Combined)	$691.8K	0.0% ($691.8K/$2.1B)	QoQ -34.47% (-$364.0K) YoY +91.14% (+$329.9K)
AvePoint, Inc.(AVPTcusip053604104)	47.6K	QoQ -3.91% (-1.9K) YoY +49.41% (+15.8K)	All Managers (Combined)	$687.8K	0.0% ($687.8K/$2.1B)	QoQ -15.96% (-$130.6K) YoY +172.42% (+$435.3K)
HUBSPOT INC(HUBScusip443573100)	1.2K	QoQ -3.22% (-40) YoY +135.75% (+691)	All Managers (Combined)	$685.5K	0.0% ($685.5K/$2.1B)	QoQ -20.65% (-$178.4K) YoY +114.95% (+$366.6K)
ALBEMARLE CORP(ALBcusip012653101)	9.3K	QoQ +21.71% (+1.7K) YoY +23.69% (-1.8K)	All Managers (Combined)	$672.2K	0.0% ($672.2K/$2.1B)	QoQ +1.83% (+$12.1K) YoY -32.37% (-$321.9K)