Moran Wealth Management, LLC
CIK 1965334 · Holdings on Dec 31, 2023 · First reported Feb 8, 2024
Top ten holdings
Q4 2023- CDNS1.73%
- PH1.66%
- NVO1.65%
- TT1.64%
- MRK1.58%
- MSFT1.50%
- WSM1.29%
- EOG1.25%
- CE1.20%
- SPY1.20%
Share classes counted separately14.70%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CDNSCADENCE DESIGN SYS INC View history and evidence | $48.67M | 1.73% | 178.69K shares | — | ↗▾ | |
| 02 | PHPARKER HANNIFIN CORP View history and evidence | $46.67M | 1.66% | 101.29K shares | — | ↗▾ | |
| 03 | NVONOVO-NORDISK A/S-SPONS ADRADR View history and evidence | $46.35M | 1.65% | 448.07K shares | — | ↗▾ | |
| 04 | TTTRANE TECHNOLOGIES PLCSHS View history and evidence | $46.21M | 1.64% | 189.46K shares | — | ↗▾ | |
| 05 | MRKMERCK & CO. INC. View history and evidence | $44.47M | 1.58% | 407.92K shares | — | ↗▾ | |
| 06 | MSFTMICROSOFT CORP View history and evidence | $42.18M | 1.50% | 112.16K shares | — | ↗▾ | |
| 07 | WSMWILLIAMS-SONOMA INC View history and evidence | $36.16M | 1.29% | 179.21K shares | — | ↗▾ | |
| 08 | EOGEOG RESOURCES INC View history and evidence | $35.27M | 1.25% | 291.64K shares | — | ↗▾ | |
| 09 | CECELANESE CORP View history and evidence | $33.85M | 1.20% | 217.89K shares | — | ↗▾ | |
| 10 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $33.63M | 1.20% | 70.76K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 48
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SPDW STE STR SPDR PT DW EU ETF | Non-derivative | — | — | SEC filing ↗ | |
| VXUS VANGUARD TOTAL INTL STOCK | Non-derivative | — | — | SEC filing ↗ | |
| SPEM STATE STREET SP PTF EM ETF | Non-derivative | — | — | SEC filing ↗ |
3 / 48 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1965334 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2810888599
}Research all 415 reported holdings.
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