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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46434V761

461800

Value:

$7.8B

ELI LILLY & Co

LLY|532457108

9446(+1.4%)

Value:

$7.8B(+8.4%)

EMCOR Group, Inc.

EME|29084Q100

20655(+72.9%)

Value:

$7.6B(+40.8%)

TEXTRON INC

TXT|883203101

105100

Value:

$7.6B

AMDOCS LTD

DOX|G02602103

81837(+946.8%)

Value:

$7.5B(+1025.0%)

Performance Food Group Co

PFGC|71377A103

94656(+1.1%)

Value:

$7.4B(-6.0%)

LKQ CORP

LKQ|501889208

173530

Value:

$7.4B

GENERAL MILLS INC

GIS|370334104

122232(+4.4%)

Value:

$7.3B(-2.1%)

Booking Holdings Inc.

BKNG|09857L108

1561(+0.5%)

Value:

$7.2B(-6.8%)

37954Y327

260842

Value:

$7.2B

TE Connectivity plc

TEL|G87052109

50526

Value:

$7.1B

US Foods Holding Corp.

USFD|912008109

105351

Value:

$6.9B

FLEX LTD.

FLEX|Y2573F102

201886(+114.7%)

Value:

$6.7B(+85.0%)

Cboe Global Markets, Inc.

CBOE|12503M108

29238(-11.4%)

Value:

$6.6B(+2.6%)

British American Tobacco p.l.c.

BTI|110448107

159215(-3.8%)

Value:

$6.6B(+9.5%)

Ingredion Inc

INGR|457187102

48584(+3117.5%)

Value:

$6.6B(+3062.5%)

BEST BUY CO INC

BBY|086516101

89218(+10.6%)

Value:

$6.6B(-5.1%)

UFP INDUSTRIES INC

UFPI|90278Q108

60755(-7.4%)

Value:

$6.5B(-12.0%)

37950E259

80350(-8.8%)

Value:

$6.5B(-10.8%)

WILLIS TOWERS WATSON PLC

WTW|G96629103

19138(+0.1%)

Value:

$6.5B(+8.0%)

Instrument	Shares		Other Manager	Value
(cusip46434V761)✕	461.8K	QoQ NEW(+461.8K) YoY NEW(+461.8K)	All Managers (Combined)	$7.8M	QoQ NEW(+$7.8M) YoY NEW(+$7.8M)
Eli Lilly & Co(LLYcusip532457108)	9.4K	QoQ +1.36% (+127) YoY +14.98% (+1.2K)	All Managers (Combined)	$7.8M	QoQ +8.44% (+$607.3K) YoY +22.07% (+$1.4M)
Emcor Group, Inc.(EMEcusip29084Q100)	20.7K	QoQ +72.87% (+8.7K) YoY +70.11% (+8.5K)	All Managers (Combined)	$7.6M	QoQ +40.77% (+$2.2M) YoY +79.55% (+$3.4M)
Textron Inc(TXTcusip883203101)	105.1K	QoQ NEW(+105.1K) YoY NEW(+105.1K)	All Managers (Combined)	$7.6M	QoQ NEW(+$7.6M) YoY NEW(+$7.6M)
Amdocs Ltd(DOXcusipG02602103)	81.8K	QoQ +946.77% (+74.0K) YoY +1088.10% (+74.9K)	All Managers (Combined)	$7.5M	QoQ +1024.97% (+$6.8M) YoY +1102.96% (+$6.9M)
Performance Food Group Co(PFGCcusip71377A103)	94.7K	QoQ +1.05% (-989) YoY NEW(+94.7K)	All Managers (Combined)	$7.4M	QoQ -6.01% (-$476.7K) YoY NEW(+$7.4M)
Lkq Corp(LKQcusip501889208)	173.5K	QoQ NEW(+173.5K) YoY +38.23% (+48.0K)	All Managers (Combined)	$7.4M	QoQ NEW(+$7.4M) YoY +10.09% (+$677.1K)
General Mills Inc(GIScusip370334104)	122.2K	QoQ +4.42% (-5.2K) YoY NEW(+122.2K)	All Managers (Combined)	$7.3M	QoQ -2.09% (-$156.4K) YoY NEW(+$7.3M)
Booking Holdings Inc.(BKNGcusip09857L108)	1.6K	QoQ +0.51% (-8) YoY +110.66% (+820)	All Managers (Combined)	$7.2M	QoQ -6.79% (-$524.6K) YoY +167.51% (+$4.5M)
(cusip37954Y327)✕	260.8K	QoQ NEW(+260.8K) YoY NEW(+260.8K)	All Managers (Combined)	$7.2M	QoQ NEW(+$7.2M) YoY NEW(+$7.2M)
Te Connectivity Plc(TELcusipG87052109)	50.5K	QoQ NEW(+50.5K) YoY NEW(+50.5K)	All Managers (Combined)	$7.1M	QoQ NEW(+$7.1M) YoY NEW(+$7.1M)
Us Foods Holding Corp.(USFDcusip912008109)	105.4K	QoQ NEW(+105.4K) YoY NEW(+105.4K)	All Managers (Combined)	$6.9M	QoQ NEW(+$6.9M) YoY NEW(+$6.9M)
Flex Ltd.(FLEXcusipY2573F102)	201.9K	QoQ +114.68% (+107.8K) YoY NEW(+201.9K)	All Managers (Combined)	$6.7M	QoQ +84.98% (+$3.1M) YoY NEW(+$6.7M)
Cboe Global Markets, Inc.(CBOEcusip12503M108)	29.2K	QoQ -11.42% (-3.8K) YoY -12.18% (-4.1K)	All Managers (Combined)	$6.6M	QoQ +2.57% (-$166.3K) YoY +8.15% (-$499.0K)
British American Tobacco P.L.C.(BTIcusip110448107)	159.2K	QoQ -3.82% (-6.3K) YoY -7.43% (-12.8K)	All Managers (Combined)	$6.6M	QoQ +9.54% (-$574.2K) YoY +25.55% (-$1.3M)
Ingredion Inc(INGRcusip457187102)	48.6K	QoQ +3117.48% (+47.1K) YoY NEW(+48.6K)	All Managers (Combined)	$6.6M	QoQ +3062.51% (+$6.4M) YoY NEW(+$6.6M)
Best Buy Co Inc(BBYcusip086516101)	89.2K	QoQ +10.57% (-8.5K) YoY NEW(+89.2K)	All Managers (Combined)	$6.6M	QoQ -5.13% (-$355.4K) YoY NEW(+$6.6M)
Ufp Industries Inc(UFPIcusip90278Q108)	60.8K	QoQ -7.37% (-4.8K) YoY -10.89% (-7.4K)	All Managers (Combined)	$6.5M	QoQ -11.98% (-$885.4K) YoY -22.46% (-$1.9M)
(cusip37950E259)✕	80.3K	QoQ -8.75% (-7.7K) YoY -14.84% (-14.0K)	All Managers (Combined)	$6.5M	QoQ -10.85% (-$790.2K) YoY +27.87% (-$1.4M)
Willis Towers Watson Plc(WTWcusipG96629103)	19.1K	QoQ +0.13% (+25) YoY -4.44% (-891)	All Managers (Combined)	$6.5M	QoQ +8.02% (+$480.7K) YoY +17.42% (-$959.7K)