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
Manager:
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Page 17 of 22
33734X846
Shares:6.0K
Value:$379.7K
37954Y632
Shares:10.3K
Value:$374.5K
46435U135
Shares:6.0K
Value:$280.3K
37954Y764
Shares:6.5K
Value:$280.0K
37954Y855
Shares:7.1K
Value:$275.6K
37954Y780
Shares:8.4K
Value:$275.1K
032108102
Shares:4.5K
Value:$273.5K
26922A289
Shares:6.3K
Value:$268.6K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.4K | All Managers (Combined) | $419.1K | |||
ENTEGRIS INC(ENTGcusip29362U104) | 4.6K | All Managers (Combined) | $405.3K | ||
6.2K | YoY NEW(+6.2K) | All Managers (Combined) | $399.7K | YoY NEW(+$399.7K) | |
(cusip33734X846)✕ | 6.0K | QoQ NEW(+6.0K) YoY NEW(+6.0K) | All Managers (Combined) | $379.7K | QoQ NEW(+$379.7K) YoY NEW(+$379.7K) |
WELLTOWER INC.(WELLcusip95040Q104) | 2.4K | QoQ NEW(+2.4K) | All Managers (Combined) | $375.2K | QoQ NEW(+$375.2K) |
(cusip37954Y632)✕ | 10.3K | QoQ NEW(+10.3K) YoY NEW(+10.3K) | All Managers (Combined) | $374.5K | QoQ NEW(+$374.5K) YoY NEW(+$374.5K) |
29.5K | QoQ NEW(+29.5K) YoY NEW(+29.5K) | All Managers (Combined) | $366.6K | QoQ NEW(+$366.6K) YoY NEW(+$366.6K) | |
5.3K | All Managers (Combined) | $330.8K | |||
1.5K | QoQ +9.85% (+134)YoY NEW(+1.5K) | All Managers (Combined) | $299.0K | YoY NEW(+$299.0K) | |
818 | QoQ NEW(+818) | All Managers (Combined) | $288.4K | QoQ NEW(+$288.4K) | |
1.9K | QoQ -6.87% (-140)YoY NEW(+1.9K) | All Managers (Combined) | $282.7K | YoY NEW(+$282.7K) | |
2.3K | QoQ -8.21% (-210)YoY NEW(+2.3K) | All Managers (Combined) | $280.7K | YoY NEW(+$280.7K) | |
(cusip46435U135)✕ | 6.0K | QoQ NEW(+6.0K) YoY NEW(+6.0K) | All Managers (Combined) | $280.3K | QoQ NEW(+$280.3K) YoY NEW(+$280.3K) |
(cusip37954Y764)✕ | 6.5K | QoQ NEW(+6.5K) YoY NEW(+6.5K) | All Managers (Combined) | $280.0K | QoQ NEW(+$280.0K) YoY NEW(+$280.0K) |
1.6K | QoQ NEW(+1.6K) YoY +1.12% (-18) | All Managers (Combined) | $275.9K | QoQ NEW(+$275.9K) | |
(cusip37954Y855)✕ | 7.1K | QoQ NEW(+7.1K) YoY NEW(+7.1K) | All Managers (Combined) | $275.6K | QoQ NEW(+$275.6K) YoY NEW(+$275.6K) |
(cusip37954Y780)✕ | 8.4K | QoQ NEW(+8.4K) YoY NEW(+8.4K) | All Managers (Combined) | $275.1K | QoQ NEW(+$275.1K) YoY NEW(+$275.1K) |
(cusip032108102)✕ | 4.5K | QoQ NEW(+4.5K) YoY NEW(+4.5K) | All Managers (Combined) | $273.5K | QoQ NEW(+$273.5K) YoY NEW(+$273.5K) |
788 | QoQ +10.98% (+78)YoY NEW(+788) | All Managers (Combined) | $272.0K | YoY NEW(+$272.0K) | |
(cusip26922A289)✕ | 6.3K | QoQ NEW(+6.3K) YoY NEW(+6.3K) | All Managers (Combined) | $268.6K | QoQ NEW(+$268.6K) YoY NEW(+$268.6K) |