Investor Details
| Filer Name: | MORAN WEALTH MANAGEMENT, LLC |
|---|---|
| CIK: | 1965334 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-07 |
| Number of Holdings: | 411 |
| Portfolio Value: | $3.13B |
Moran Wealth Management, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| TT | US | TRANE TECHNOLOGIES PLC | 187,093 | $69M | 2.20% | 10.8% | - |
| AVGO | US | BROADCOM INC | 264,985 | $61M | 1.96% | -2.5% | - |
| WSM | US | WILLIAMS-SONOMA INC | 312,953 | $58M | 1.85% | 1.5% | - |
| PH | US | PARKER HANNIFIN CORP | 90,611 | $58M | 1.84% | -2.9% | - |
| JPM | US | JPMORGAN CHASE & CO | 232,845 | $56M | 1.78% | -0.2% | - |
| LMT | US | LOCKHEED MARTIN CORP | 105,126 | $51M | 1.63% | -2.6% | - |
| CDNS | US | CADENCE DESIGN SYS INC | 156,946 | $47M | 1.50% | -2.2% | - |
| MSFT | US | MICROSOFT CORP | 106,516 | $45M | 1.43% | -0.4% | - |
| AMP | US | AMERIPRISE FINANCIAL INC | 81,417 | $43M | 1.38% | 4.5% | - |
| TSM | US | TAIWAN SEMICONDUCTOR-SP ADR | 185,819 | $37M | 1.17% | -3.3% | - |
| EOG | US | EOG RESOURCES INC | 283,317 | $35M | 1.11% | -0.9% | - |
| NVDA | US | NVIDIA CORP | 253,156 | $34M | 1.08% | -1.5% | - |
| BX | US | BLACKSTONE INC | 191,553 | $33M | 1.05% | -3.9% | - |
| SPY | US | SPDR S&P 500 ETF TRUST | 55,119 | $32M | 1.03% | 11.0% | - |
| NVO | US | NOVO-NORDISK A/S-SPONS ADR | 372,693 | $32M | 1.02% | -13.3% | - |
| CSCO | US | CISCO SYSTEMS INC | 532,671 | $32M | 1.01% | 11.2% | - |
| RSP | US | INVESCO S&P 500 EQUAL WEIGHT | 179,495 | $31M | 1.00% | 1.1% | - |
| LIN | US | LINDE PLC | 72,460 | $30M | 0.97% | -1.0% | - |
| MSI | US | MOTOROLA SOLUTIONS INC | 64,361 | $30M | 0.95% | 6.1% | - |
| GRMN | US | GARMIN LTD | 134,614 | $28M | 0.89% | -43.7% | - |