Fund HoldingsMoran Wealth Management, LLC

Total Portfolio Value
$2.97B
Total Bought
$578.72M
Total Sold
$732.49M
Net Transaction
-$153.77M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PROGRESSIVE CORP(PGR)0143,905+143,905040,7271.37%+40,727
ARISTA NETWORKS INC(ANET)0194,850+194,850015,0970.51%+15,097
KROGER CO(KR)0206,289+206,289013,9640.47%+13,964
RELIANCE INC(RS)043,751+43,751012,6330.42%+12,633
MONDELEZ INTL INC(MDLZ)0163,163+163,163011,0710.37%+11,071
BROWN & BROWN INC(BRO)0111,317+111,317013,8480.47%+13,848
RESMED INC(RMD)047,237+47,237010,5740.36%+10,574
STIFEL FINL CORP(SF)0108,209+108,209010,2000.34%+10,200
TRADEWEB MKTS INC(TW)067,754+67,754010,0590.34%+10,059
ABBOTT LABS075,496+75,496010,0150.34%+10,015
CHIPOTLE MEXICAN GRILL INC(CMG)0208,517+208,517010,4700.35%+10,470
FISERV INC(FISV)043,428+43,42809,5900.32%+9,590
FORTINET INC(FTNT)097,778+97,77809,4120.32%+9,412
AUTODESK INC038,466+38,466010,0700.34%+10,070
PAYPAL HLDGS INC(PYPL)0139,448+139,44809,0990.31%+9,099
AMAZON COM INC(AMZN)19,46168,976+49,5154,27013,1230.44%+8,854
AXIS CAP HLDGS LTD
SHS
087,764+87,76408,7970.30%+8,797
ISHARES INC
MSCI SINGPOR ETF
0347,062+347,06208,2460.28%+8,246
PRICE T ROWE GROUP INC(TROW)087,875+87,87508,0730.27%+8,073
FEDEX CORP(FDX)095,962+95,962023,3940.79%+23,394
PENSKE AUTOMOTIVE GRP INC(PAG)92,871153,605+60,73414,15722,1160.74%+7,959
FOX CORP(FOX)0138,465+138,46507,8370.26%+7,837
ISHARES TR
MSCI UAE ETF
0461,800+461,80007,8370.26%+7,837
TEXTRON INC(TXT)0105,100+105,10007,5930.26%+7,593
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)097,496+97,49607,4580.25%+7,458
LKQ CORP(LKQ)0173,530+173,53007,3820.25%+7,382
AMCOR PLC(AMCR)1,068,6981,786,756+718,05810,05617,3320.58%+7,275
GLOBAL X FDS
GLBX MSCI COLUM
0260,842+260,84207,1730.24%+7,173
TE CONNECTIVITY PLC(TEL)050,526+50,52607,1400.24%+7,140
US FOODS HLDG CORP(USFD)0105,351+105,35106,8960.23%+6,896
AMDOCS LTD(DOX)081,837+81,83707,4880.25%+7,488
HOWMET AEROSPACE INC(HWM)236,995251,027+14,03225,92032,5661.09%+6,646
INGREDION INC(INGR)048,584+48,58406,5690.22%+6,569
OMNICOM GROUP INC(OMC)076,060+76,06006,3060.21%+6,306
THE TRADE DESK INC(TTD)0112,870+112,87006,1760.21%+6,176
INSULET CORP(PODD)022,869+22,86906,0060.20%+6,006
DYNATRACE INC(DT)0122,091+122,09105,7570.19%+5,757
SOMNIGROUP INTERNATIONAL INC(SGI)092,617+92,61705,5460.19%+5,546
CME GROUP INC(CME)71,65383,296+11,64316,64022,0980.74%+5,458
CORE NATURAL RESOURCES INC(CNR)069,020+69,02005,3210.18%+5,321
MEDPACE HLDGS INC(MEDP)016,928+16,92805,1580.17%+5,158
YELP INC(YELP)0138,648+138,64805,1340.17%+5,134
AT&T INC(T)1,050,7861,027,581-23,20523,92629,0600.98%+5,134
CONMED CORP(CNMD)083,276+83,27605,0290.17%+5,029
GENERAL MTRS CO(GM)0105,168+105,16804,9460.17%+4,946
PILGRIMS PRIDE CORP(PPC)72,765149,375+76,6103,3038,1420.27%+4,840
ANDERSONS INC0112,693+112,69304,8380.16%+4,838
FERGUSON ENTERPRISES INC(FERG)028,024+28,02404,4900.15%+4,490
JOHNSON & JOHNSON(JNJ)0101,280+101,280016,7960.56%+16,796
UNIVERSAL HLTH SVCS INC(UHS)31,62451,994+20,3705,6749,7700.33%+4,096
MOHAWK INDS INC(MHK)035,220+35,22004,0210.14%+4,021
HENRY SCHEIN INC(HSIC)058,072+58,07203,9770.13%+3,977
PACCAR INC(PCAR)0235,167+235,167022,8980.77%+22,898
ENOVA INTL INC(ENVA)039,845+39,84503,8470.13%+3,847
CENCORA INC075,959+75,959021,1230.71%+21,123
OREILLY AUTOMOTIVE INC(ORLY)02,691+2,69103,8550.13%+3,855
MEDTRONIC PLC(MDT)0159,727+159,727014,3530.48%+14,353
SYSCO CORP(SYY)0126,554+126,55409,4970.32%+9,497
AUTOMATIC DATA PROCESSING IN013,271+13,27104,0550.14%+4,055
REPUBLIC SVCS INC(RSG)086,133+86,133020,8580.70%+20,858
EASTMAN CHEM CO(EMN)54,36993,618+39,2494,9658,2490.28%+3,284
FLEX LTD(FLEX)94,039201,886+107,8473,6106,6780.22%+3,068
SPROUTS FMRS MKT INC(SFM)168,507159,741-8,76621,41224,3830.82%+2,971
STEELCASE INC0265,516+265,51602,9100.10%+2,910
AFFILIATED MANAGERS GROUP IN016,632+16,63202,7950.09%+2,795
STRYKER CORPORATION(SYK)016,248+16,24806,0480.20%+6,048
ROYALTY PHARMA PLC(RPRX)088,991+88,99102,7700.09%+2,770
CACI INTL INC(CACI)07,491+7,49102,7490.09%+2,749
SPOTIFY TECHNOLOGY S A(SPOT)39,41037,043-2,36717,63120,3750.69%+2,744
LINDE PLC(LIN)071,017+71,017033,0681.11%+33,068
JABIL INC(JBL)22,42343,630+21,2073,2275,9370.20%+2,710
KONTOOR BRANDS INC(KTB)041,868+41,86802,6850.09%+2,685
DONNELLEY FINL SOLUTIONS INC(DFIN)060,311+60,31102,6360.09%+2,636
ZOOM COMMUNICATIONS INC(ZM)034,425+34,42502,5400.09%+2,540
MCKESSON CORP(MCK)23,47323,646+17313,37715,9140.54%+2,536
VISTEON CORP(VC)032,544+32,54402,5260.08%+2,526
EXELIXIS INC(EXEL)093,272+93,27203,4440.12%+3,444
TEGNA INC0132,177+132,17702,4080.08%+2,408
MADDEN STEVEN LTD(SHOO)0123,621+123,62103,2930.11%+3,293
BLOCK INC(XYZ)044,056+44,05602,3940.08%+2,394
RENAISSANCERE HLDGS LTD(RNR)09,639+9,63902,3130.08%+2,313
MOLINA HEALTHCARE INC(MOH)062,360+62,360020,5410.69%+20,541
EMCOR GROUP INC(EME)020,655+20,65507,6350.26%+7,635
SANMINA CORPORATION(SANM)028,683+28,68302,1850.07%+2,185
DELTA AIR LINES INC DEL(DAL)83,518164,971+81,4535,0537,1930.24%+2,140
ONTO INNOVATION INC(ONTO)017,602+17,60202,1360.07%+2,136
COCA COLA CO(KO)064,554+64,55404,6230.16%+4,623
BOSTON SCIENTIFIC CORP(BSX)199,624196,374-3,25017,83019,8100.67%+1,980
LOWES COS INC(LOW)47,72558,929+11,20411,77913,7440.46%+1,965
CARNIVAL CORP097,727+97,72701,9090.06%+1,909
SCANSOURCE INC(SCSC)055,559+55,55901,8900.06%+1,890
OWENS CORNING NEW(OC)0140,568+140,568020,0760.68%+20,076
SBA COMMUNICATIONS CORP NEW(SBAC)67,25470,553+3,29913,70615,5220.52%+1,816
CHEWY INC(CHWY)053,430+53,43001,7370.06%+1,737
EURONET WORLDWIDE INC(EEFT)29,00443,900+14,8962,9834,6910.16%+1,708
SELECT MED HLDGS CORP117,068232,908+115,8402,2073,8900.13%+1,683
THE CIGNA GROUP(CI)53,37749,785-3,59214,74016,3790.55%+1,640
TEXAS ROADHOUSE INC(TXRH)063,991+63,991010,6630.36%+10,663
EOG RES INC(EOG)0282,305+282,305036,2031.22%+36,203
AFLAC INC(AFL)0242,353+242,353026,9470.91%+26,947
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