Fund HoldingsMoran Wealth Management, LLC

Total Portfolio Value
$2.81B
Total Bought
$523.55M
Total Sold
$569.43M
Net Transaction
-$45.89M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SNAP ON INC(SNA)088,741+88,741025,6320.91%+25,632
SPDR S&P 500 ETF TR(SPY)070,762+70,762033,6341.20%+33,634
GARTNER INC(IT)055,750+55,750025,1490.89%+25,149
EVEREST GROUP LTD(EG)7,94846,994+39,0462,95416,6160.59%+13,662
BROADCOM INC(AVGO)025,946+25,946028,9621.03%+28,962
INTEL CORP(INTC)0242,820+242,820012,2020.43%+12,202
CENCORA INC075,193+75,193015,4430.55%+15,443
S&P GLOBAL INC(SPGI)026,871+26,871011,8370.42%+11,837
JPMORGAN CHASE & CO(JPM)145,468193,072+47,60421,09632,8421.17%+11,746
OLLIES BARGAIN OUTLET HLDGS(OLLI)0140,804+140,804010,6860.38%+10,686
NVIDIA CORPORATION(NVDA)023,455+23,455011,6150.41%+11,615
AUTOZONE INC(AZO)04,052+4,052010,4770.37%+10,477
DYNATRACE INC(DT)0187,205+187,205010,2380.36%+10,238
NETFLIX INC(NFLX)018,921+18,92109,2120.33%+9,212
UBS GROUP AG(UBS)0284,159+284,15908,7810.31%+8,781
AT&T INC(T)0511,472+511,47208,5830.31%+8,583
ALPHABET INC(GOOG)44,070100,669+56,5995,81114,1870.50%+8,377
GSK PLC(GSK)0216,942+216,94208,0400.29%+8,040
ISHARES TR
MSCI INDONIA ETF
0358,867+358,86708,0100.28%+8,010
ISHARES INC
MSCI ITALY ETF
0234,471+234,47107,9560.28%+7,956
BHP GROUP LTD0449,667+449,667030,7171.09%+30,717
TRANE TECHNOLOGIES PLC(TT)196,041189,464-6,57739,77946,2101.64%+6,432
WILLIAMS SONOMA INC(WSM)191,888179,213-12,67529,81936,1611.29%+6,342
NUTRIEN LTD(NTR)23,994136,688+112,6941,4897,7400.28%+6,251
NETEASE INC(NTES)066,904+66,90406,2330.22%+6,233
MICROSOFT CORP(MSFT)114,064112,160-1,90436,01642,1771.50%+6,161
RIO TINTO PLC(RIO)0210,579+210,579015,6800.56%+15,680
PARKER-HANNIFIN CORP(PH)0101,292+101,292046,6651.66%+46,665
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0208,160+208,160021,6490.77%+21,649
CELANESE CORP DEL(CE)224,472217,892-6,58028,17633,8541.20%+5,678
ITAU UNIBANCO HLDG S A(ITUB)0776,583+776,58305,3890.19%+5,389
NOVO-NORDISK A S(NVO)450,596448,072-2,52440,97746,3531.65%+5,376
ASE TECHNOLOGY HLDG CO LTD(ASX)0568,017+568,01705,3450.19%+5,345
SMITH & NEPHEW PLC(SNN)0189,642+189,64205,1730.18%+5,173
DIAGEO PLC(DEO)035,465+35,46505,1660.18%+5,166
CADENCE DESIGN SYSTEM INC(CDNS)0178,693+178,693048,6711.73%+48,671
PROLOGIS INC.(PLD)0175,329+175,329023,3710.83%+23,371
SUMITOMO MITSUI FINL GROUP I(SMFG)0526,526+526,52605,0970.18%+5,097
MITSUBISHI UFJ FINL GROUP IN(MUFG)0588,818+588,81805,0700.18%+5,070
UNILEVER PLC(UL)0104,264+104,26405,0550.18%+5,055
CHEMED CORP NEW(CHE)038,975+38,975022,7910.81%+22,791
BRITISH AMERN TOB PLC(BTI)0170,458+170,45804,9930.18%+4,993
ISHARES INC073,386+73,38604,9790.18%+4,979
AMBEV SA(ABEV)01,758,118+1,758,11804,9230.18%+4,923
ISHARES INC
MSCI JAPAN ETF
076,307+76,30704,8940.17%+4,894
EQUINOR ASA(EQNR)0153,997+153,99704,8720.17%+4,872
GLOBAL X FDS093,352+93,35204,7930.17%+4,793
INTUIT(INTU)39,38639,255-13120,12424,5360.87%+4,412
CDW CORP(CDW)64,83476,589+11,75513,08117,4100.62%+4,329
STEEL DYNAMICS INC(STLD)042,185+42,18504,9820.18%+4,982
LINDE PLC(LIN)080,702+80,702033,1451.18%+33,145
BLACKSTONE INC(BX)220,342211,234-9,10823,60727,6550.98%+4,047
AGCO CORP031,463+31,46303,8200.14%+3,820
M D C HLDGS INC080,542+80,54204,4500.16%+4,450
MERCK & CO INC(MRK)395,415407,924+12,50940,70844,4721.58%+3,764
SUZANO S A(SUZ)0330,961+330,96103,7600.13%+3,760
ABERCROMBIE & FITCH CO041,994+41,99403,7050.13%+3,705
TOYOTA MOTOR CORP(TM)019,508+19,50803,5770.13%+3,577
ISHARES TR020,586+20,58605,6350.20%+5,635
THE CIGNA GROUP(CI)011,618+11,61803,4790.12%+3,479
ASML HOLDING N V
N Y REGISTRY SHS
04,905+4,90503,7130.13%+3,713
ROPER TECHNOLOGIES INC(ROP)012,941+12,94107,0550.25%+7,055
PULTE GROUP INC(PHM)0134,878+134,878013,9220.50%+13,922
BUCKLE INC(BKE)071,768+71,76803,4100.12%+3,410
FEDERAL SIGNAL CORP(FSS)044,275+44,27503,3980.12%+3,398
KONINKLIJKE PHILIPS N V(PHG)0144,050+144,05003,3610.12%+3,361
FOMENTO ECONOMICO MEXICANO S(FMX)025,510+25,51003,3250.12%+3,325
SALESFORCE INC(CRM)70,45766,726-3,73114,28717,5580.62%+3,271
FRESENIUS MEDICAL CARE AG(FMS)0155,897+155,89703,2470.12%+3,247
SAP SE(SAP)020,735+20,73503,2050.11%+3,205
INFOSYS LTD(INFY)0168,401+168,40103,0950.11%+3,095
COCA-COLA EUROPACIFIC PARTNE
SHS
046,260+46,26003,0870.11%+3,087
COGENT COMMUNICATIONS HLDGS039,709+39,70903,0200.11%+3,020
BRUNSWICK CORP(BC)0207,202+207,202020,0470.71%+20,047
EQUINIX INC(EQIX)03,628+3,62802,9220.10%+2,922
EMCOR GROUP INC(EME)013,519+13,51902,9120.10%+2,912
GARMIN LTD(GRMN)154,857149,016-5,84116,29119,1550.68%+2,864
MURPHY USA INC(MUSA)021,805+21,80507,7750.28%+7,775
INSIGHT ENTERPRISES INC(NSIT)015,585+15,58502,7620.10%+2,762
MONOLITHIC PWR SYS INC(MPWR)015,343+15,34309,6780.34%+9,678
CASEYS GEN STORES INC(CASY)09,718+9,71802,6700.09%+2,670
LOCKHEED MARTIN CORP(LMT)073,608+73,608033,3621.19%+33,362
MERITAGE HOMES CORP(MTH)049,324+49,32408,5920.31%+8,592
BOOKING HOLDINGS INC(BKNG)0701+70102,4870.09%+2,487
ARISTA NETWORKS INC010,372+10,37202,4430.09%+2,443
MUELLER INDS INC(MLI)0193,813+193,81309,1380.33%+9,138
ISHARES TR026,251+26,25102,6720.10%+2,672
TOPBUILD CORP019,331+19,33107,2350.26%+7,235
VERTEX PHARMACEUTICALS INC(VRTX)026,907+26,907010,9480.39%+10,948
AMERIPRISE FINL INC(AMP)057,194+57,194021,7240.77%+21,724
DOLLAR TREE INC(DLTR)065,822+65,82209,3500.33%+9,350
MOTOROLA SOLUTIONS INC(MSI)069,131+69,131021,6440.77%+21,644
INGERSOLL RAND INC(IR)221,268209,832-11,43614,09916,2280.58%+2,129
COPART INC(CPRT)043,091+43,09102,1110.08%+2,111
LIBERTY ENERGY INC(LBRT)0114,759+114,75902,0820.07%+2,082
HOWMET AEROSPACE INC(HWM)0253,348+253,348013,7110.49%+13,711
BUILDERS FIRSTSOURCE INC(BLDR)016,836+16,83602,8110.10%+2,811
PACCAR INC(PCAR)0208,342+208,342020,3450.72%+20,345
MOLINA HEALTHCARE INC(MOH)64,66364,156-50721,20223,1800.82%+1,978
IQVIA HLDGS INC(IQV)068,661+68,661015,8870.57%+15,887
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