Moran Wealth Management, LLC

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: 0001965334
Manager Name: Moran Wealth Management, LLC

Data Enrichment

94% identified

406 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

433 positions • $2,127,878.595K total value

433 positions

Manager:

SEC FilingSEC DataHachi Filing

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Medtronic plc

MDT|G5960L103

159715(+19.1%)

Value:

$14.4B(+34.0%)

NOVO NORDISK A S

NVO|670100205

206374(-44.6%)

Value:

$14.3B(-55.3%)

JOHNSON & JOHNSON

JNJ|478160104

86360(+1.4%)

Value:

$14.3B(+16.3%)

Walmart Inc.

WMT|931142103

161148(-0.2%)

Value:

$14.1B(-3.0%)

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

77356(-2.3%)

Value:

$14.0B(-6.5%)

KROGER CO

KR|501044101

206283

Value:

$14.0B

BROWN & BROWN, INC.

BRO|115236101

111317(+282.8%)

Value:

$13.8B(+366.7%)

GoDaddy Inc.

GDDY|380237107

72919(-2.8%)

Value:

$13.1B(-11.3%)

RELIANCE, INC.

RS|759509102

43751(+1434.0%)

Value:

$12.6B(+1545.1%)

PACKAGING CORP OF AMERICA

PKG|695156109

62300(-20.8%)

Value:

$12.3B(-30.3%)

CARLISLE COMPANIES INC

CSL|142339100

35737(-1.0%)

Value:

$12.2B(-8.6%)

MASCO CORP /DE/

MAS|574599106

170557(+4.3%)

Value:

$11.9B(-0.1%)

GARTNER INC

IT|366651107

27196(-50.6%)

Value:

$11.4B(-57.2%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

11572(-5.2%)

Value:

$10.9B(-2.1%)

Texas Roadhouse, Inc.

TXRH|882681109

63991(+27.0%)

Value:

$10.7B(+17.3%)

Snap-on Inc

SNA|833034101

31446(-2.3%)

Value:

$10.6B(-3.0%)

EAGLE MATERIALS INC

EXP|26969P108

47721(-2.8%)

Value:

$10.6B(-12.6%)

RESMED INC

RMD|761152107

47235

Value:

$10.6B

EXXON MOBIL CORP

XOM|30231G102

88633(-33.8%)

Value:

$10.5B(-26.8%)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

208505(+1558.6%)

Value:

$10.5B(+1281.1%)

Instrument	Shares		Other Manager	Value
Medtronic Plc(MDTcusipG5960L103)	159.7K	QoQ +19.07% (+25.6K) YoY -24.89% (-52.9K)	All Managers (Combined)	$14.4M	QoQ +33.95% (+$3.6M) YoY -22.56% (-$4.2M)
Novo Nordisk A S(NVOcusip670100205)	206.4K	QoQ -44.62% (-166.3K) YoY -53.11% (-233.8K)	All Managers (Combined)	$14.3M	QoQ -55.29% (-$17.7M) YoY -74.64% (-$42.2M)
Johnson & Johnson(JNJcusip478160104)	86.4K	QoQ +1.40% (+1.2K) YoY -0.95% (-833)	All Managers (Combined)	$14.3M	QoQ +16.28% (+$2.0M) YoY +3.83% (-$528.9K)
Walmart Inc.(WMTcusip931142103)	161.1K	QoQ -0.16% (-267) YoY -2.70% (-4.5K)	All Managers (Combined)	$14.1M	QoQ -2.99% (-$436.7K) YoY +41.95% (-$4.2M)
Westinghouse Air Brake Technologies Corp(WABcusip929740108)	77.4K	QoQ -2.30% (-1.8K) YoY NEW(+77.4K)	All Managers (Combined)	$14.0M	QoQ -6.55% (-$983.4K) YoY NEW(+$14.0M)
Kroger Co(KRcusip501044101)	206.3K	QoQ NEW(+206.3K) YoY NEW(+206.3K)	All Managers (Combined)	$14.0M	QoQ NEW(+$14.0M) YoY NEW(+$14.0M)
Brown & Brown, Inc.(BROcusip115236101)	111.3K	QoQ +282.75% (+82.2K) YoY NEW(+111.3K)	All Managers (Combined)	$13.8M	QoQ +366.72% (+$10.9M) YoY NEW(+$13.8M)
Godaddy Inc.(GDDYcusip380237107)	72.9K	QoQ -2.76% (-2.1K) YoY NEW(+72.9K)	All Managers (Combined)	$13.1M	QoQ -11.25% (-$1.7M) YoY NEW(+$13.1M)
Reliance, Inc.(RScusip759509102)	43.8K	QoQ +1434.04% (+40.9K) YoY +1560.37% (+41.1K)	All Managers (Combined)	$12.6M	QoQ +1545.08% (+$11.9M) YoY +1334.66% (+$11.8M)
Packaging Corp Of America(PKGcusip695156109)	62.3K	QoQ -20.78% (-16.3K) YoY -25.10% (-20.9K)	All Managers (Combined)	$12.3M	QoQ -30.31% (-$5.4M) YoY -21.84% (-$3.4M)
Carlisle Companies Inc(CSLcusip142339100)	35.7K	QoQ -0.99% (-359) YoY -13.46% (-5.6K)	All Managers (Combined)	$12.2M	QoQ -8.60% (-$1.1M) YoY -24.80% (-$4.0M)
Masco Corp /De/(MAScusip574599106)	170.6K	QoQ +4.26% (-7.0K) YoY NEW(+170.6K)	All Managers (Combined)	$11.9M	QoQ -0.08% (-$10.2K) YoY NEW(+$11.9M)
Gartner Inc(ITcusip366651107)	27.2K	QoQ -50.57% (-27.8K) YoY -50.77% (-28.1K)	All Managers (Combined)	$11.4M	QoQ -57.17% (-$15.2M) YoY -56.65% (-$14.9M)
Costco Wholesale Corp /New(COSTcusip22160K105)	11.6K	QoQ -5.18% (-633) YoY +6.84% (+741)	All Managers (Combined)	$10.9M	QoQ -2.13% (-$238.5K) YoY +37.92% (+$3.0M)
Texas Roadhouse, Inc.(TXRHcusip882681109)	64.0K	QoQ +26.98% (+13.6K) YoY +21.36% (+11.3K)	All Managers (Combined)	$10.7M	QoQ +17.27% (+$1.6M) YoY +30.91% (+$2.5M)
Snap-On Inc(SNAcusip833034101)	31.4K	QoQ -2.31% (-744) YoY -64.40% (-56.9K)	All Managers (Combined)	$10.6M	QoQ -3.02% (-$330.2K) YoY -59.50% (-$15.6M)
Eagle Materials Inc(EXPcusip26969P108)	47.7K	QoQ -2.79% (-1.4K) YoY +13.80% (-5.8K)	All Managers (Combined)	$10.6M	QoQ -12.57% (-$1.5M) YoY -7.06% (-$804.6K)
Resmed Inc(RMDcusip761152107)	47.2K	QoQ NEW(+47.2K) YoY NEW(+47.2K)	All Managers (Combined)	$10.6M	QoQ NEW(+$10.6M) YoY NEW(+$10.6M)
Exxon Mobil Corp(XOMcusip30231G102)	88.6K	QoQ -33.76% (-45.2K) YoY -69.87% (-205.6K)	All Managers (Combined)	$10.5M	QoQ -26.76% (-$3.9M) YoY -69.17% (-$23.7M)
Chipotle Mexican Grill Inc(CMGcusip169656105)	208.5K	QoQ +1558.61% (+195.9K) YoY +128606.79% (+208.3K)	All Managers (Combined)	$10.5M	QoQ +1281.08% (+$9.7M) YoY +2123.21% (+$10.0M)