Fund HoldingsMoran Wealth Management, LLC

Total Portfolio Value
$3.04B
Total Bought
$388.66M
Total Sold
$448.63M
Net Transaction
-$59.97M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
IRON MTN INC DEL(IRM)0224,603+224,603020,1290.66%+20,129
BLOCK H & R INC0319,714+319,714017,3380.57%+17,338
LOCKHEED MARTIN CORP(LMT)0106,582+106,582049,7841.64%+49,784
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
099,472+99,472016,3410.54%+16,341
LAM RESEARCH CORP(LRCX)013,216+13,216014,0730.46%+14,073
WABTEC(WAB)081,757+81,757012,9220.43%+12,922
EVERCORE INC(EVR)055,110+55,110011,4870.38%+11,487
BERKSHIRE HATHAWAY INC DEL041,023+41,023016,6880.55%+16,688
PULTE GROUP INC(PHM)146,345261,313+114,96817,65228,7710.95%+11,118
SS&C TECHNOLOGIES HLDGS INC(SSNC)0175,242+175,242010,9820.36%+10,982
EQUIFAX INC(EFX)042,680+42,680010,3480.34%+10,348
DECKERS OUTDOOR CORP(DECK)9,53118,489+8,9588,97117,8960.59%+8,925
FAIR ISAAC CORP(FICO)05,920+5,92008,8130.29%+8,813
NVIDIA CORPORATION(NVDA)26,847265,106+238,25924,25832,7511.08%+8,493
ISHARES INC0241,532+241,53207,5430.25%+7,543
BROADCOM INC(AVGO)28,11827,814-30437,26844,6561.47%+7,388
TAIWAN SEMICONDUCTOR MFG LTD(TSM)202,138198,284-3,85427,50134,4641.13%+6,963
ISHARES TR
MSCI INDIA ETF
0104,415+104,41505,8240.19%+5,824
NOVO-NORDISK A S(NVO)440,150434,831-5,31956,51562,0682.04%+5,553
DORIAN LPG LTD(LPG)0132,314+132,31405,5520.18%+5,552
PACCAR INC(PCAR)202,950295,136+92,18625,14330,3811.00%+5,238
MORGAN STANLEY(MS)052,838+52,83805,1350.17%+5,135
AFLAC INC(AFL)0252,306+252,306022,5330.74%+22,533
NETAPP INC(NTAP)222,516218,150-4,36623,35828,0980.92%+4,740
L3HARRIS TECHNOLOGIES INC(LHX)020,364+20,36404,5730.15%+4,573
DISCOVER FINL SVCS086,523+86,523011,3180.37%+11,318
CME GROUP INC(CME)041,332+41,33208,1260.27%+8,126
SYNOPSYS INC(SNPS)13,65120,357+6,7067,80212,1140.40%+4,312
AT&T INC(T)623,800782,718+158,91810,97914,9580.49%+3,979
HANESBRANDS INC0766,879+766,87903,7810.12%+3,781
ALPHABET INC(GOOG)106,804109,146+2,34216,26220,0200.66%+3,758
BOOKING HOLDINGS INC(BKNG)01,555+1,55506,1600.20%+6,160
T-MOBILE US INC(TMUS)018,226+18,22603,2110.11%+3,211
COPART INC(CPRT)0107,221+107,22105,8070.19%+5,807
CALERES INC093,322+93,32203,1360.10%+3,136
ALPHABET INC(GOOG)88,90290,764+1,86213,41816,5330.54%+3,115
AMGEN INC(AMGN)19,47027,520+8,0505,5368,5990.28%+3,063
BOSTON SCIENTIFIC CORP(BSX)038,690+38,69002,9800.10%+2,980
SPROUTS FMRS MKT INC(SFM)204,790193,348-11,44213,20516,1750.53%+2,971
APTARGROUP INC020,966+20,96602,9520.10%+2,952
KINDER MORGAN INC DEL(KMI)0147,354+147,35402,9280.10%+2,928
BLUE OWL CAPITAL CORPORATION(OBDC)0178,022+178,02202,7340.09%+2,734
LABCORP HOLDINGS INC(LH)013,320+13,32002,7110.09%+2,711
TEXAS INSTRS INC(TXN)0131,385+131,385025,5580.84%+25,558
MICROSOFT CORP(MSFT)110,823109,804-1,01946,62549,0771.62%+2,451
TRANE TECHNOLOGIES PLC(TT)183,667175,035-8,63255,13757,5741.89%+2,437
AVALONBAY CMNTYS INC0111,027+111,027022,9700.76%+22,970
HALLIBURTON CO(HAL)0185,060+185,06006,2510.21%+6,251
SPDR S&P 500 ETF TR(SPY)049,578+49,578026,9820.89%+26,982
MURPHY USA INC(MUSA)48,65648,037-61920,39722,5510.74%+2,155
CUMMINS INC(CMI)020,096+20,09605,5650.18%+5,565
CIRRUS LOGIC INC(CRUS)059,120+59,12007,5470.25%+7,547
MONOLITHIC PWR SYS INC(MPWR)015,074+15,074012,3860.41%+12,386
ABERCROMBIE & FITCH CO039,760+39,76007,0710.23%+7,071
VERTEX PHARMACEUTICALS INC(VRTX)028,619+28,619013,4140.44%+13,414
CENTENE CORP DEL(CNC)70,277112,180+41,9035,5157,4380.24%+1,922
LIBERTY ENERGY INC(LBRT)0213,046+213,04604,4510.15%+4,451
HOWMET AEROSPACE INC(HWM)249,710244,204-5,50617,08818,9580.62%+1,870
GARMIN LTD(GRMN)146,485144,963-1,52221,80723,6170.78%+1,810
OWENS CORNING NEW(OC)99,933106,013+6,08016,66918,4170.61%+1,748
APPLE INC(AAPL)032,754+32,75406,8990.23%+6,899
CVS HEALTH CORP(CVS)104,684167,107+62,4238,3509,8690.32%+1,520
MICRON TECHNOLOGY INC(MU)011,324+11,32401,4890.05%+1,489
ARISTA NETWORKS INC20,51921,167+6485,9507,4190.24%+1,469
ELI LILLY & CO(LLY)8,2158,647+4326,3917,8290.26%+1,438
JPMORGAN CHASE & CO.(JPM)229,140233,742+4,60245,89747,2771.56%+1,380
WALMART INC(WMT)0166,795+166,795011,2940.37%+11,294
REGENERON PHARMACEUTICALS(REGN)019,644+19,644020,6460.68%+20,646
MASTEC INC(MTZ)92,21791,944-2738,5999,8370.32%+1,238
WABASH NATL CORP89,240178,676+89,4362,6723,9020.13%+1,230
COSTCO WHSL CORP NEW(COST)010,540+10,54008,9590.29%+8,959
VALMONT INDS INC(VMI)019,998+19,99805,4880.18%+5,488
GSK PLC(GSK)356,216420,782+64,56615,27116,2000.53%+929
S&P GLOBAL INC(SPGI)028,292+28,292012,6180.42%+12,618
RANGE RES CORP(RRC)027,187+27,18709120.03%+912
TEXAS ROADHOUSE INC(TXRH)52,72852,376-3528,1458,9930.30%+849
MOTOROLA SOLUTIONS INC(MSI)67,71064,450-3,26024,03624,8810.82%+845
TETRA TECH INC NEW(TTEK)045,389+45,38909,2810.31%+9,281
EXPEDIA GROUP INC(EXPE)029,407+29,40703,7050.12%+3,705
BUNGE GLOBAL SA(BG)07,487+7,48707990.03%+799
APPFOLIO INC(APPF)35,90239,483+3,5818,8589,6560.32%+798
CASEYS GEN STORES INC(CASY)010,096+10,09603,8520.13%+3,852
FIDELITY NATL INFORMATION SV(FIS)50,57059,821+9,2513,7514,5080.15%+757
AMAZON COM INC(AMZN)015,443+15,44302,9840.10%+2,984
META PLATFORMS INC(META)29,44929,802+35314,30015,0270.49%+727
ELEVANCE HEALTH INC(ELV)016,698+16,69809,0480.30%+9,048
DIAMONDBACK ENERGY INC(FANG)26,42529,328+2,9035,2375,8710.19%+635
ASML HOLDING N V
N Y REGISTRY SHS
05,226+5,22605,3450.18%+5,345
CONSOL ENERGY INC NEW31,01831,534+5162,5983,2170.11%+619
REPUBLIC SVCS INC(RSG)85,36087,228+1,86816,34116,9520.56%+611
STEEL DYNAMICS INC(STLD)60,01873,325+13,3078,8969,4960.31%+599
BRADY CORP(BRC)082,801+82,80105,4670.18%+5,467
GENERAC HLDGS INC(GNRC)024,556+24,55603,2470.11%+3,247
CROWDSTRIKE HLDGS INC(CRWD)06,118+6,11802,3440.08%+2,344
MUELLER INDS INC(MLI)0194,190+194,190011,0570.36%+11,057
FREEPORT-MCMORAN INC(FCX)036,740+36,74001,7860.06%+1,786
ENCORE WIRE CORP024,354+24,35407,0590.23%+7,059
BARRICK GOLD CORP180,346211,429+31,0833,0013,5270.12%+526
UNILEVER PLC(UL)0106,153+106,15305,8370.19%+5,837
RIO TINTO PLC(RIO)0213,672+213,672014,0870.46%+14,087
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