Fund HoldingsMoran Wealth Management, LLC

Total Portfolio Value
$3.09B
Total Bought
$447.94M
Total Sold
$477.89M
Net Transaction
-$29.95M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MEDTRONIC PLC(MDT)0212,660+212,660018,5330.60%+18,533
THE CIGNA GROUP(CI)11,61859,280+47,6623,47921,5300.70%+18,051
WILLIAMS SONOMA INC(WSM)179,213168,927-10,28636,16153,6391.74%+17,478
OKTA INC(OKTA)0158,479+158,479016,5800.54%+16,580
XPO INC(XPO)0135,012+135,012016,4760.53%+16,476
MEDPACE HLDGS INC(MEDP)034,185+34,185013,8160.45%+13,816
JPMORGAN CHASE & CO(JPM)193,072229,140+36,06832,84245,8971.49%+13,055
NVIDIA CORPORATION(NVDA)23,45526,847+3,39211,61524,2580.79%+12,642
MURPHY USA INC(MUSA)21,80548,656+26,8517,77520,3970.66%+12,622
LINCOLN ELEC HLDGS INC(LECO)057,098+57,098014,5850.47%+14,585
D R HORTON INC(DHI)068,774+68,774011,3170.37%+11,317
PEPSICO INC(PEP)082,853+82,853014,5000.47%+14,500
REPUBLIC SVCS INC(RSG)085,360+85,360016,3410.53%+16,341
NOVO-NORDISK A S(NVO)448,072440,150-7,92246,35356,5151.83%+10,162
DECKERS OUTDOOR CORP(DECK)09,531+9,53108,9710.29%+8,971
TRANE TECHNOLOGIES PLC(TT)189,464183,667-5,79746,21055,1371.79%+8,927
APPFOLIO INC(APPF)035,902+35,90208,8580.29%+8,858
BROADCOM INC(AVGO)25,94628,118+2,17228,96237,2681.21%+8,306
ISHARES INC0120,748+120,74808,1030.26%+8,103
SYNOPSYS INC(SNPS)013,651+13,65107,8020.25%+7,802
ZIMMER BIOMET HOLDINGS INC(ZBH)055,410+55,41007,3130.24%+7,313
GSK PLC(GSK)216,942356,216+139,2748,04015,2710.49%+7,231
PARKER-HANNIFIN CORP(PH)101,29296,948-4,34446,66553,8831.75%+7,218
CVS HEALTH CORP(CVS)0104,684+104,68408,3500.27%+8,350
UBS GROUP AG(UBS)284,159496,382+212,2238,78115,2490.49%+6,468
TOTALENERGIES SE(TTE)0479,703+479,703033,0181.07%+33,018
AGCO CORP31,46378,766+47,3033,8209,6900.31%+5,870
TAIWAN SEMICONDUCTOR MFG LTD(TSM)208,160202,138-6,02221,64927,5010.89%+5,852
OWENS CORNING NEW(OC)099,933+99,933016,6690.54%+16,669
AMGEN INC(AMGN)019,470+19,47005,5360.18%+5,536
CENTENE CORP DEL(CNC)070,277+70,27705,5150.18%+5,515
SUZANO S A(SUZ)330,961721,562+390,6013,7609,2220.30%+5,462
CHUBB LIMITED
COM
090,425+90,425023,4320.76%+23,432
PACCAR INC(PCAR)208,342202,950-5,39220,34525,1430.81%+4,799
ACCENTURE PLC IRELAND
SHS CLASS A
046,656+46,656016,1710.52%+16,171
COMFORT SYS USA INC(FIX)045,171+45,171014,3510.47%+14,351
MICROSOFT CORP(MSFT)112,160110,823-1,33742,17746,6251.51%+4,449
EATON CORP PLC(ETN)072,567+72,567022,6900.74%+22,690
EXXON MOBIL CORP0294,217+294,217034,2001.11%+34,200
CADENCE DESIGN SYSTEM INC(CDNS)178,693169,531-9,16248,67152,7721.71%+4,101
META PLATFORMS INC(META)029,449+29,449014,3000.46%+14,300
DICKS SPORTING GOODS INC(DKS)049,904+49,904011,2210.36%+11,221
STEEL DYNAMICS INC(STLD)42,18560,018+17,8334,9828,8960.29%+3,914
CATERPILLAR INC(CAT)054,778+54,778020,0720.65%+20,072
CORPAY INC(CPAY)012,443+12,44303,8390.12%+3,839
PULTE GROUP INC(PHM)134,878146,345+11,46713,92217,6520.57%+3,730
NETFLIX INC(NFLX)18,92121,131+2,2109,21212,8330.42%+3,621
CHORD ENERGY CORPORATION(CHRD)055,078+55,07809,8170.32%+9,817
GENERAL DYNAMICS CORP(GD)058,758+58,758016,5990.54%+16,599
CELANESE CORP DEL(CE)217,892217,606-28633,85437,3981.21%+3,544
ARISTA NETWORKS INC10,37220,519+10,1472,4435,9500.19%+3,507
CISCO SYS INC(CSCO)0453,270+453,270022,6230.73%+22,623
HOWMET AEROSPACE INC(HWM)253,348249,710-3,63813,71117,0880.55%+3,376
INTERNATIONAL BUSINESS MACHS(IBM)017,627+17,62703,3660.11%+3,366
QUANTA SVCS INC077,749+77,749020,1990.65%+20,199
SPROUTS FMRS MKT INC(SFM)0204,790+204,790013,2050.43%+13,205
CARLISLE COS INC(CSL)041,297+41,297016,1820.52%+16,182
NETAPP INC(NTAP)0222,516+222,516023,3580.76%+23,358
INGERSOLL RAND INC(IR)209,832202,661-7,17116,22819,2430.62%+3,014
EOG RES INC(EOG)0299,482+299,482038,2861.24%+38,286
BARRICK GOLD CORP0180,346+180,34603,0010.10%+3,001
MYR GROUP INC DEL(MYRG)035,606+35,60606,2930.20%+6,293
SIMPSON MFG INC(SSD)028,559+28,55905,8600.19%+5,860
AMERIPRISE FINL INC(AMP)57,19456,016-1,17821,72424,5600.80%+2,836
LINDE PLC(LIN)80,70277,364-3,33833,14535,9221.16%+2,777
WABASH NATL CORP089,240+89,24002,6720.09%+2,672
GARMIN LTD(GRMN)149,016146,485-2,53119,15521,8070.71%+2,653
MOLINA HEALTHCARE INC(MOH)64,15662,806-1,35023,18025,8030.84%+2,622
EAGLE MATLS INC(EXP)041,933+41,933011,3950.37%+11,395
CONSOL ENERGY INC NEW031,018+31,01802,5980.08%+2,598
BLOOMIN BRANDS INC090,431+90,43102,5940.08%+2,594
AUTOZONE INC(AZO)4,0524,132+8010,47713,0230.42%+2,546
BUILDERS FIRSTSOURCE INC(BLDR)16,83625,451+8,6152,8115,3080.17%+2,497
SALESFORCE INC(CRM)66,72666,536-19017,55820,0390.65%+2,481
AT&T INC(T)511,472623,800+112,3288,58310,9790.36%+2,396
MOTOROLA SOLUTIONS INC(MSI)69,13167,710-1,42121,64424,0360.78%+2,391
CABOT CORP(CBT)061,387+61,38705,6600.18%+5,660
MERCK & CO INC(MRK)407,924354,676-53,24844,47246,7991.52%+2,328
CENCORA INC75,19373,125-2,06815,44317,7690.58%+2,326
VEEVA SYS INC(VEEV)058,038+58,038013,4470.44%+13,447
STELLANTIS N.V(STLA)0523,821+523,821014,8240.48%+14,824
ALPHABET INC(GOOG)100,669106,804+6,13514,18716,2620.53%+2,075
FEDEX CORP(FDX)057,117+57,117016,5490.54%+16,549
FIDELITY NATL INFORMATION SV(FIS)050,570+50,57003,7510.12%+3,751
DIAMONDBACK ENERGY INC(FANG)026,425+26,42505,2370.17%+5,237
CDW CORP(CDW)76,58975,947-64217,41019,4260.63%+2,016
PACKAGING CORP AMER(PKG)083,178+83,178015,7860.51%+15,786
EVEREST GROUP LTD(EG)46,99446,590-40416,61618,5200.60%+1,903
TOLL BROTHERS INC(TOL)028,193+28,19303,6470.12%+3,647
MASTERCARD INCORPORATED(MA)034,881+34,881016,7980.54%+16,798
MASTEC INC(MTZ)092,217+92,21708,5990.28%+8,599
TEXAS ROADHOUSE INC(TXRH)052,728+52,72808,1450.26%+8,145
CHEMED CORP NEW(CHE)38,97538,008-96722,79124,3980.79%+1,608
NORTHROP GRUMMAN CORP(NOC)048,244+48,244023,0920.75%+23,092
HOST HOTELS & RESORTS INC(HST)074,102+74,10201,5320.05%+1,532
VANGUARD WORLD FD
UTILITIES ETF
010,661+10,66101,5200.05%+1,520
CARETRUST REIT INC(CTRE)061,877+61,87701,5080.05%+1,508
ELI LILLY & CO(LLY)08,215+8,21506,3910.21%+6,391
ALPHABET INC(GOOG)088,902+88,902013,4180.43%+13,418
ITT INC(ITT)086,456+86,456011,7610.38%+11,761
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