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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ONEOK INC /NEW/

OKE|682680103

103910(-0.9%)

Value:

$10.3B(-2.1%)

STIFEL FINANCIAL CORP

SF|860630102

108209

Value:

$10.2B

Tradeweb Markets Inc.

TW|892672106

67754

Value:

$10.1B

COMFORT SYSTEMS USA INC

FIX|199908104

30361(-21.5%)

Value:

$9.8B(-40.3%)

UNIVERSAL HEALTH SERVICES INC

UHS|913903100

51994(+64.4%)

Value:

$9.8B(+72.2%)

ITT INC.

ITT|45073V108

75504(-8.9%)

Value:

$9.8B(-17.6%)

MASTEC INC

MTZ|576323109

83049(-4.9%)

Value:

$9.7B(-18.4%)

SYSCO CORP

SYY|871829107

126554(+57.6%)

Value:

$9.5B(+54.7%)

Fortinet, Inc.

FTNT|34959E109

97773

Value:

$9.4B

46434G830

218476(-3.0%)

Value:

$9.2B(+14.1%)

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

15788(+0.7%)

Value:

$9.2B(-1.3%)

PayPal Holdings, Inc.

PYPL|70450Y103

139438

Value:

$9.1B

GENERAL DYNAMICS CORP

GD|369550108

32773(-43.3%)

Value:

$8.9B(-41.3%)

AXIS CAPITAL HOLDINGS LTD

AXS|G0692U109

87764(+3244.7%)

Value:

$8.8B(+3683.2%)

EASTMAN CHEMICAL CO

EMN|277432100

93618(+72.2%)

Value:

$8.2B(+66.1%)

46434G780

347062

Value:

$8.2B

PILGRIMS PRIDE CORP

PPC|72147K108

149375(+105.3%)

Value:

$8.1B(+146.5%)

Nu Holdings Ltd.

NU|G6683N103

793848(+7.5%)

Value:

$8.1B(+6.2%)

PRICE T ROWE GROUP INC

TROW|74144T108

87870

Value:

$8.1B

Fox Corp

FOXA|35137L105

138465

Value:

$7.8B

Instrument	Shares		Other Manager	Value
Oneok Inc /New/(OKEcusip682680103)	103.9K	QoQ -0.90% (-949) YoY -11.38% (-13.4K)	All Managers (Combined)	$10.3M	QoQ -2.06% (-$217.9K) YoY +9.66% (-$909.0K)
Stifel Financial Corp(SFcusip860630102)	108.2K	QoQ NEW(+108.2K) YoY NEW(+108.2K)	All Managers (Combined)	$10.2M	QoQ NEW(+$10.2M) YoY NEW(+$10.2M)
Tradeweb Markets Inc.(TWcusip892672106)	67.8K	QoQ NEW(+67.8K) YoY NEW(+67.8K)	All Managers (Combined)	$10.1M	QoQ NEW(+$10.1M) YoY NEW(+$10.1M)
Comfort Systems Usa Inc(FIXcusip199908104)	30.4K	QoQ -21.51% (-8.3K) YoY -32.78% (-14.8K)	All Managers (Combined)	$9.8M	QoQ -40.34% (-$6.6M) YoY -31.80% (-$4.6M)
Universal Health Services Inc(UHScusip913903100)	52.0K	QoQ +64.41% (+20.4K) YoY NEW(+52.0K)	All Managers (Combined)	$9.8M	QoQ +72.18% (+$4.1M) YoY NEW(+$9.8M)
Itt Inc.(ITTcusip45073V108)	75.5K	QoQ -8.90% (-7.4K) YoY -12.66% (-11.0K)	All Managers (Combined)	$9.8M	QoQ -17.65% (-$2.1M) YoY -17.07% (-$2.0M)
Mastec Inc(MTZcusip576323109)	83.0K	QoQ -4.86% (-4.2K) YoY -9.94% (-9.2K)	All Managers (Combined)	$9.7M	QoQ -18.43% (-$2.2M) YoY +12.71% (-$1.1M)
Sysco Corp(SYYcusip871829107)	126.6K	QoQ +57.62% (+46.3K) YoY NEW(+126.6K)	All Managers (Combined)	$9.5M	QoQ +54.69% (+$3.4M) YoY NEW(+$9.5M)
Fortinet, Inc.(FTNTcusip34959E109)	97.8K	QoQ NEW(+97.8K) YoY NEW(+97.8K)	All Managers (Combined)	$9.4M	QoQ NEW(+$9.4M) YoY NEW(+$9.4M)
(cusip46434G830)✕	218.5K	QoQ -3.00% (-6.8K) YoY -4.78% (-11.0K)	All Managers (Combined)	$9.2M	QoQ +14.12% (-$1.1M) YoY +6.83% (-$591.2K)
Monolithic Power Systems Inc(MPWRcusip609839105)	15.8K	QoQ +0.69% (-109) YoY +3.58% (-546)	All Managers (Combined)	$9.2M	QoQ -1.29% (-$120.5K) YoY -11.31% (-$1.2M)
Paypal Holdings, Inc.(PYPLcusip70450Y103)	139.4K	QoQ NEW(+139.4K) YoY NEW(+139.4K)	All Managers (Combined)	$9.1M	QoQ NEW(+$9.1M) YoY NEW(+$9.1M)
General Dynamics Corp(GDcusip369550108)	32.8K	QoQ -43.27% (-25.0K) YoY -44.22% (-26.0K)	All Managers (Combined)	$8.9M	QoQ -41.31% (-$6.3M) YoY -46.18% (-$7.7M)
Axis Capital Holdings Ltd(AXScusipG0692U109)	87.8K	QoQ +3244.66% (+85.1K) YoY NEW(+87.8K)	All Managers (Combined)	$8.8M	QoQ +3683.22% (+$8.6M) YoY NEW(+$8.8M)
Eastman Chemical Co(EMNcusip277432100)	93.6K	QoQ +72.19% (+39.2K) YoY NEW(+93.6K)	All Managers (Combined)	$8.2M	QoQ +66.13% (+$3.3M) YoY NEW(+$8.2M)
(cusip46434G780)✕	347.1K	QoQ NEW(+347.1K) YoY NEW(+347.1K)	All Managers (Combined)	$8.2M	QoQ NEW(+$8.2M) YoY NEW(+$8.2M)
Pilgrims Pride Corp(PPCcusip72147K108)	149.4K	QoQ +105.28% (+76.6K) YoY NEW(+149.4K)	All Managers (Combined)	$8.1M	QoQ +146.53% (+$4.8M) YoY NEW(+$8.1M)
Nu Holdings Ltd.(NUcusipG6683N103)	793.8K	QoQ +7.46% (+55.1K) YoY +6513.19% (+781.8K)	All Managers (Combined)	$8.1M	QoQ +6.21% (+$475.8K) YoY +5576.36% (+$8.0M)
Price T Rowe Group Inc(TROWcusip74144T108)	87.9K	QoQ NEW(+87.9K) YoY +16.94% (-12.7K)	All Managers (Combined)	$8.1M	QoQ NEW(+$8.1M) YoY -11.87% (-$1.1M)
Fox Corp(FOXAcusip35137L105)	138.5K	QoQ NEW(+138.5K) YoY NEW(+138.5K)	All Managers (Combined)	$7.8M	QoQ NEW(+$7.8M) YoY NEW(+$7.8M)