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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464288224

Shares:17.0K

Value:$194.1K

% of Portfolio:0.0% ($194.1K/$2.1B)

First Foundation Inc.

FFWM|32026V104

Shares:10.7K

Value:$55.4K

% of Portfolio:0.0% ($55.4K/$2.1B)

Apple Inc.

AAPL|037833100

Shares:166

Value:$36.9K

% of Portfolio:0.0% ($36.9K/$2.1B)

AMAZON COM INC

AMZN|023135106

Shares:80

Value:$15.2K

% of Portfolio:0.0% ($15.2K/$2.1B)

Alphabet Inc.

GOOGL|02079K305

Shares:89

Value:$13.8K

% of Portfolio:0.0% ($13.8K/$2.1B)

Meta Platforms, Inc.

META|30303M102

Shares:19

Value:$11.0K

% of Portfolio:0.0% ($11.0K/$2.1B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:15

Value:$8.0K

% of Portfolio:0.0% ($8.0K/$2.1B)

Broadcom Inc.

AVGO|11135F101

Shares:40

Value:$6.7K

% of Portfolio:0.0% ($6.7K/$2.1B)

NETFLIX INC

NFLX|64110L106

Shares:4

Value:$3.7K

% of Portfolio:0.0% ($3.7K/$2.1B)

COCA COLA CO

KO|191216100

Shares:30

Value:$2.1K

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

Salesforce, Inc.

CRM|79466L302

Shares:8

Value:$2.1K

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

Merck & Co., Inc.

MRK|58933Y105

Shares:23

Value:$2.1K

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

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:4

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$2.1B)

ABBOTT LABORATORIES

ABT|002824100

Shares:15

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$2.1B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:8

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$2.1B)

ORACLE CORP

ORCL|68389X105

Shares:14

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$2.1B)

LINDE PLC

LIN|G54950103

Shares:4

Value:$1.9K

% of Portfolio:0.0% ($1.9K/$2.1B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:28

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$2.1B)

AT&T INC.

T|00206R102

Shares:61

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$2.1B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:3

Value:$1.5K

% of Portfolio:0.0% ($1.5K/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288224)✕	17.0K	QoQ NEW(+17.0K) YoY NEW(+17.0K)	All Managers (Combined)	$194.1K	0.0% ($194.1K/$2.1B)	QoQ NEW(+$194.1K) YoY NEW(+$194.1K)
First Foundation Inc.(FFWMcusip32026V104)	10.7K	QoQ NEW(+10.7K) YoY NEW(+10.7K)	All Managers (Combined)	$55.4K	0.0% ($55.4K/$2.1B)	QoQ NEW(+$55.4K) YoY NEW(+$55.4K)
Apple Inc.(AAPLcusip037833100)	166	QoQ -99.50% (-33.7K) YoY -99.46% (-30.9K)	All Managers (Combined)	$36.9K	0.0% ($36.9K/$2.1B)	QoQ -99.56% (-$8.4M) YoY -99.30% (-$5.3M)
AMAZON COM INC(AMZNcusip023135106)	80	QoQ -99.58% (-19.4K) YoY -99.36% (-12.4K)	All Managers (Combined)	$15.2K	0.0% ($15.2K/$2.1B)	QoQ -99.64% (-$4.3M) YoY -99.32% (-$2.2M)
Alphabet Inc.(GOOGLcusip02079K305)	89	QoQ -99.90% (-92.8K) YoY -99.89% (-88.8K)	All Managers (Combined)	$13.8K	0.0% ($13.8K/$2.1B)	QoQ -99.92% (-$17.6M) YoY -99.89% (-$13.4M)
Meta Platforms, Inc.(METAcusip30303M102)	19	QoQ -99.93% (-30.5K) YoY -99.93% (-29.4K)	All Managers (Combined)	$11.0K	0.0% ($11.0K/$2.1B)	QoQ -99.93% (-$17.9M) YoY -99.92% (-$14.3M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	15	QoQ -99.96% (-41.4K) YoY -99.88% (-13.0K)	All Managers (Combined)	$8.0K	0.0% ($8.0K/$2.1B)	QoQ -99.95% (-$18.8M) YoY -99.85% (-$5.4M)
Broadcom Inc.(AVGOcusip11135F101)	40	QoQ -99.98% (-264.9K) YoY -99.85% (-28.1K)	All Managers (Combined)	$6.7K	0.0% ($6.7K/$2.1B)	QoQ -99.98% (-$61.4M) YoY -99.98% (-$37.3M)
NETFLIX INC(NFLXcusip64110L106)	4	QoQ -99.85% (-2.8K) YoY -99.98% (-21.1K)	All Managers (Combined)	$3.7K	0.0% ($3.7K/$2.1B)	QoQ -99.85% (-$2.5M) YoY -99.97% (-$12.8M)
COCA COLA CO(KOcusip191216100)	30	QoQ -99.92% (-41.8K) YoY -99.91% (-36.7K)	All Managers (Combined)	$2.1K	0.0% ($2.1K/$2.1B)	QoQ -99.91% (-$2.6M) YoY -99.90% (-$2.2M)
Salesforce, Inc.(CRMcusip79466L302)	8	QoQ -99.96% (-23.3K) YoY -99.98% (-66.5K)	All Managers (Combined)	$2.1K	0.0% ($2.1K/$2.1B)	QoQ -99.97% (-$7.8M) YoY -99.98% (-$20.0M)
Merck & Co., Inc.(MRKcusip58933Y105)	23	QoQ -99.99% (-262.3K) YoY -99.99% (-354.7K)	All Managers (Combined)	$2.1K	0.0% ($2.1K/$2.1B)	QoQ -99.99% (-$26.1M) YoY -99.99% (-$46.8M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	4	QoQ -99.63% (-1.1K) YoY -99.40% (-670)	All Managers (Combined)	$2.0K	0.0% ($2.0K/$2.1B)	QoQ -99.64% (-$564.5K) YoY -99.49% (-$389.7K)
ABBOTT LABORATORIES(ABTcusip002824100)	15	QoQ NEW(+15) YoY NEW(+15)	All Managers (Combined)	$2.0K	0.0% ($2.0K/$2.1B)	QoQ NEW(+$2.0K) YoY NEW(+$2.0K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	8	QoQ -99.95% (-18.9K) YoY -99.95% (-17.6K)	All Managers (Combined)	$2.0K	0.0% ($2.0K/$2.1B)	QoQ -99.95% (-$4.2M) YoY -99.94% (-$3.4M)
ORACLE CORP(ORCLcusip68389X105)	14	QoQ -99.88% (-12.3K) YoY NEW(+14)	All Managers (Combined)	$2.0K	0.0% ($2.0K/$2.1B)	QoQ -99.90% (-$2.1M) YoY NEW(+$2.0K)
LINDE PLC(LINcusipG54950103)	4	QoQ -99.99% (-72.5K) YoY -99.99% (-77.4K)	All Managers (Combined)	$1.9K	0.0% ($1.9K/$2.1B)	QoQ -99.99% (-$30.3M) YoY -99.99% (-$35.9M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	28	QoQ -99.99% (-532.6K) YoY -99.99% (-453.2K)	All Managers (Combined)	$1.7K	0.0% ($1.7K/$2.1B)	QoQ -99.99% (-$31.5M) YoY -99.99% (-$22.6M)
AT&T INC.(Tcusip00206R102)	61	QoQ -99.99% (-1.1M) YoY -99.99% (-623.7K)	All Managers (Combined)	$1.7K	0.0% ($1.7K/$2.1B)	QoQ -99.99% (-$23.9M) YoY -99.98% (-$11.0M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	3	QoQ -99.83% (-1.8K) YoY -99.71% (-1.0K)	All Managers (Combined)	$1.5K	0.0% ($1.5K/$2.1B)	QoQ -99.83% (-$926.6K) YoY -99.64% (-$414.4K)