Fund HoldingsMoran Wealth Management, LLC

Total Portfolio Value
$2.58B
Total Bought
$501.40M
Total Sold
$571.25M
Net Transaction
-$69.85M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
PUBLIC STORAGE(PSA)081,769+81,769021,5480.83%+21,548
JPMORGAN CHASE & CO(JPM)0145,468+145,468021,0960.82%+21,096
YUM BRANDS INC(YUM)0163,252+163,252020,3970.79%+20,397
CISCO SYS INC(CSCO)353,306716,278+362,97218,28038,5071.49%+20,227
REGENCY CTRS CORP(REG)0316,415+316,415018,8080.73%+18,808
NETAPP INC(NTAP)0242,061+242,061018,3680.71%+18,368
BLACKROCK INC(BLK)022,457+22,457014,5180.56%+14,518
SALESFORCE INC(CRM)070,457+70,457014,2870.55%+14,287
EXPEDITORS INTL WASH INC(EXPD)0167,852+167,852019,2410.74%+19,241
CDW CORP(CDW)064,834+64,834013,0810.51%+13,081
POOL CORP(POOL)035,413+35,413012,6110.49%+12,611
GLOBAL PMTS INC(GPN)0108,815+108,815012,5560.49%+12,556
WESTERN DIGITAL CORP.(WDC)0262,796+262,796011,9910.46%+11,991
ADOBE INC(ADBE)023,442+23,442011,9530.46%+11,953
STELLANTIS N.V(STLA)0567,750+567,750010,9450.42%+10,945
PTC INC(PTC)077,212+77,212010,9390.42%+10,939
OWENS CORNING NEW(OC)078,012+78,012010,6420.41%+10,642
ALPHABET INC(GOOG)086,328+86,328011,2970.44%+11,297
ACCENTURE PLC IRELAND
SHS CLASS A
033,921+33,921010,4170.40%+10,417
PACKAGING CORP AMER(PKG)088,582+88,582013,6020.53%+13,602
LENNAR CORP(LEN)089,433+89,433010,0370.39%+10,037
GENERAL MTRS CO(GM)0278,576+278,57609,1850.36%+9,185
INGERSOLL RAND INC(IR)0221,268+221,268014,0990.55%+14,099
EATON CORP PLC(ETN)078,842+78,842016,8150.65%+16,815
ISHARES TR
MSCI USA MIN ETF
171,578285,531+113,95312,75320,6670.80%+7,913
META PLATFORMS INC(META)027,992+27,99208,4030.33%+8,403
RLI CORP(RLI)055,915+55,91507,5980.29%+7,598
MERCK & CO INC(MRK)296,335395,415+99,08034,19440,7081.58%+6,514
WILLIAMS SONOMA INC(WSM)192,534191,888-64624,09429,8191.15%+5,726
UNITED MICROELECTRONICS CORP(UMC)0805,413+805,41305,6860.22%+5,686
MONDELEZ INTL INC(MDLZ)173,917240,898+66,98112,68616,7180.65%+4,033
MICROSOFT CORP(MSFT)94,014114,064+20,05032,01636,0161.39%+4,000
CHORD ENERGY CORPORATION(CHRD)037,358+37,35806,0550.23%+6,055
SPROUTS FMRS MKT INC(SFM)0215,792+215,79209,2360.36%+9,236
TOTALENERGIES SE(TTE)517,691502,936-14,75529,84033,0731.28%+3,233
NOVO-NORDISK A S(NVO)233,408450,596+217,18837,77240,9771.59%+3,205
ARCH CAP GROUP LTD
ORD
037,262+37,26202,9700.11%+2,970
EVEREST GROUP LTD(EG)07,948+7,94802,9540.11%+2,954
EXXON MOBIL CORP333,267327,325-5,94235,74338,4871.49%+2,744
BLACKSTONE INC(BX)225,871220,342-5,52920,99923,6070.91%+2,608
ULTA BEAUTY INC(ULTA)09,942+9,94203,9710.15%+3,971
ELEVANCE HEALTH INC(ELV)28,02634,035+6,00912,45214,8200.57%+2,368
BP PLC(BP)536,456548,023+11,56718,93221,2190.82%+2,288
CELANESE CORP DEL(CE)224,167224,472+30525,95928,1761.09%+2,217
SIMPSON MFG INC(SSD)014,464+14,46402,1670.08%+2,167
MSCI INC(MSCI)40,39341,093+70018,95621,0840.82%+2,128
INTUIT(INTU)39,50339,386-11718,10020,1240.78%+2,024
HUMANA INC(HUM)43,31543,878+56319,36721,3480.83%+1,980
PETROLEO BRASILEIRO SA PETRO(PBR)0332,182+332,18204,9790.19%+4,979
REGENERON PHARMACEUTICALS(REGN)20,84020,528-31214,97416,8940.65%+1,919
TRANE TECHNOLOGIES PLC(TT)198,000196,041-1,95937,86939,7791.54%+1,909
SCHLUMBERGER LTD(SLB)260,283251,589-8,69412,78514,6680.57%+1,883
AMETEK INC070,147+70,147010,3650.40%+10,365
CAPITAL ONE FINL CORP(COF)017,999+17,99901,7470.07%+1,747
BAKER HUGHES COMPANY(BKR)646,125624,641-21,48420,42422,0620.85%+1,638
MOLINA HEALTHCARE INC(MOH)65,02064,663-35719,58721,2020.82%+1,616
CAMECO CORP(CCJ)077,286+77,28603,0640.12%+3,064
TKO GROUP HOLDINGS INC(TKO)017,445+17,44501,4660.06%+1,466
CATERPILLAR INC(CAT)56,39056,070-32013,87515,3070.59%+1,432
DIAMONDBACK ENERGY INC(FANG)017,501+17,50102,7110.10%+2,711
PIONEER NAT RES CO08,771+8,77102,0130.08%+2,013
CHUBB LIMITED
COM
84,98684,698-28816,36517,6320.68%+1,268
REXFORD INDL RLTY INC(REXR)025,543+25,54301,2610.05%+1,261
CARETRUST REIT INC(CTRE)061,062+61,06201,2520.05%+1,252
FIRST INDL RLTY TR INC(FR)025,985+25,98501,2370.05%+1,237
NNN REIT INC(NNN)034,794+34,79401,2300.05%+1,230
INVENTRUST PPTYS CORP(IVT)050,770+50,77001,2090.05%+1,209
EQUITY LIFESTYLE PPTYS INC(ELS)018,398+18,39801,1720.05%+1,172
AMERICAN HOMES 4 RENT(AMH)034,389+34,38901,1590.04%+1,159
TERRENO RLTY CORP(TRNO)020,213+20,21301,1480.04%+1,148
ESSEX PPTY TR INC(ESS)05,387+5,38701,1430.04%+1,143
AFLAC INC(AFL)223,915218,524-5,39115,62916,7720.65%+1,142
EQUITY RESIDENTIAL(EQR)019,433+19,43301,1410.04%+1,141
UDR INC(UDR)031,886+31,88601,1370.04%+1,137
COMMUNITY HEALTHCARE TR INC037,983+37,98301,1280.04%+1,128
CAMDEN PPTY TR(CPT)011,927+11,92701,1280.04%+1,128
WARRIOR MET COAL INC(HCC)044,229+44,22902,2590.09%+2,259
FOUR CORNERS PPTY TR INC(FCPT)050,188+50,18801,1140.04%+1,114
COUSINS PPTYS INC(CUZ)054,656+54,65601,1130.04%+1,113
INNOVATIVE INDL PPTYS INC(IIPR)014,354+14,35401,0860.04%+1,086
CUBESMART(CUBE)036,127+36,12701,3780.05%+1,378
CIVITAS RESOURCES INC067,009+67,00905,4190.21%+5,419
ALPHABET INC(GOOG)044,070+44,07005,8110.22%+5,811
PBF ENERGY INC(PBF)017,701+17,70109480.04%+948
HIBBETT INC060,075+60,07502,8540.11%+2,854
FEDEX CORP(FDX)59,81059,231-57914,82715,6910.61%+865
FACTSET RESH SYS INC(FDS)023,223+23,223010,1540.39%+10,154
ELI LILLY & CO(LLY)08,648+8,64804,6450.18%+4,645
NUTRIEN LTD(NTR)023,994+23,99401,4890.06%+1,489
CVS HEALTH CORP(CVS)010,775+10,77507520.03%+752
CBOE GLOBAL MKTS INC(CBOE)028,053+28,05304,3820.17%+4,382
PEABODY ENERGY CORP(BTU)061,380+61,38001,5950.06%+1,595
WESTLAKE CORPORATION(WLK)080,542+80,542010,0410.39%+10,041
MADDEN STEVEN LTD(SHOO)022,167+22,16707040.03%+704
DBX ETF TR0241,513+241,51308,4290.33%+8,429
BRADY CORP(BRC)079,571+79,57104,3700.17%+4,370
GARMIN LTD(GRMN)149,961154,857+4,89615,63916,2910.63%+652
KT CORP(KT)0216,329+216,32902,7730.11%+2,773
HALLIBURTON CO(HAL)099,337+99,33704,0230.16%+4,023
FIDELITY NATL INFORMATION SV(FIS)010,893+10,89306020.02%+602
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