Fund Holdings — Moran Wealth Management, LLC

Total Portfolio Value
$3.04B
Total Bought
$388.66M
Total Sold
$448.63M
Net Transaction
-$59.97M
Filing Period:
Securities
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SharesValue ($K)
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
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Change
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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)73,128106,582+33,45433,26449,7841.64%+16,521
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
099,472+99,472016,3410.54%+16,341
LAM RESEARCH CORP(LRCX)46313,216+12,75345014,0730.46%+13,623
WABTEC(WAB)081,757+81,757012,9220.43%+12,922
EVERCORE INC(EVR)055,110+55,110011,4870.38%+11,487
BERKSHIRE HATHAWAY INC DEL12,97941,023+28,0445,45816,6880.55%+11,230
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)203,593252,306+48,71317,48022,5330.74%+5,053
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 SVCS52,05786,523+34,4666,82411,3180.37%+4,494
CME GROUP INC(CME)17,39641,332+23,9363,7458,1260.27%+4,381
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)7411,555+8142,6886,1600.20%+3,472
T-MOBILE US INC(TMUS)018,226+18,22603,2110.11%+3,211
COPART INC(CPRT)46,122107,221+61,0992,6715,8070.19%+3,136
CALERES INC(CAL)093,322+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)132,403131,385-1,01823,06625,5580.84%+2,492
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 INC110,899111,027+12820,57822,9700.76%+2,392
HALLIBURTON CO(HAL)97,939185,060+87,1213,8616,2510.21%+2,391
SPDR S&P 500 ETF TR(SPY)47,11549,578+2,46324,64526,9820.89%+2,337
MURPHY USA INC(MUSA)48,65648,037-61920,39722,5510.74%+2,155
CUMMINS INC(CMI)11,72120,096+8,3753,4545,5650.18%+2,112
CIRRUS LOGIC INC(CRUS)59,20159,120-815,4807,5470.25%+2,068
MONOLITHIC PWR SYS INC(MPWR)15,24215,074-16810,32512,3860.41%+2,061
ABERCROMBIE & FITCH CO40,27739,760-5175,0487,0710.23%+2,023
VERTEX PHARMACEUTICALS INC(VRTX)27,34528,619+1,27411,43013,4140.44%+1,984
CENTENE CORP DEL(CNC)70,277112,180+41,9035,5157,4380.24%+1,922
LIBERTY ENERGY INC(LBRT)124,191213,046+88,8552,5734,4510.15%+1,877
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)31,05032,754+1,7045,3246,8990.23%+1,574
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)165,629166,795+1,1669,96611,2940.37%+1,328
REGENERON PHARMACEUTICALS(REGN)20,09419,644-45019,34020,6460.68%+1,306
MASTEC INC(MTZ)92,21791,944-2738,5999,8370.32%+1,238
WABASH NATL CORP(WNC)89,240178,676+89,4362,6723,9020.13%+1,230
COSTCO WHSL CORP NEW(COST)10,83110,540-2917,9358,9590.29%+1,024
VALMONT INDS INC(VMI)19,64419,998+3544,4845,4880.18%+1,004
GSK PLC(GSK)356,216420,782+64,56615,27116,2000.53%+929
S&P GLOBAL INC(SPGI)27,48928,292+80311,69512,6180.42%+923
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)45,68145,389-2928,4389,2810.31%+843
EXPEDIA GROUP INC(EXPE)20,85129,407+8,5562,8723,7050.12%+833
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)9,67710,096+4193,0823,8520.13%+771
FIDELITY NATL INFORMATION SV(FIS)50,57059,821+9,2513,7514,5080.15%+757
AMAZON COM INC(AMZN)12,50515,443+2,9382,2562,9840.10%+729
META PLATFORMS INC(META)29,44929,802+35314,30015,0270.49%+727
ELEVANCE HEALTH INC(ELV)16,20416,698+4948,4029,0480.30%+646
DIAMONDBACK ENERGY INC(FANG)26,42529,328+2,9035,2375,8710.19%+635
ASML HOLDING N V
N Y REGISTRY SHS
4,8675,226+3594,7235,3450.18%+622
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)82,25582,801+5464,8765,4670.18%+590
GENERAC HLDGS INC(GNRC)21,07024,556+3,4862,6583,2470.11%+589
CROWDSTRIKE HLDGS INC(CRWD)5,4836,118+6351,7582,3440.08%+587
MUELLER INDS INC(MLI)194,558194,190-36810,49311,0570.36%+565
FREEPORT-MCMORAN INC(FCX)26,42136,740+10,3191,2421,7860.06%+543
ENCORE WIRE CORP24,83224,354-4786,5257,0590.23%+533
BARRICK GOLD CORP180,346211,429+31,0833,0013,5270.12%+526
UNILEVER PLC(UL)106,305106,153-1525,3355,8370.19%+502
RIO TINTO PLC(RIO)213,460213,672+21213,60614,0870.46%+481
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Moran Wealth Management, LLC — 13F Holdings — Q2 2024 | TickerTrail