Fund HoldingsMoran Wealth Management, LLC

Total Portfolio Value
$3.26B
Total Bought
$376.45M
Total Sold
$494.98M
Net Transaction
-$118.52M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ZOETIS INC(ZTS)0202,741+202,741025,5090.78%+25,509
GENERAL MLS INC(GIS)0237,286+237,286011,0340.34%+11,034
ISHARES INC0317,665+317,665010,0920.31%+10,092
SBA COMMUNICATIONS CORP NEW(SBAC)076,286+76,286014,7560.45%+14,756
COMFORT SYS USA INC(FIX)21,16528,357+7,19217,46526,4650.81%+9,000
FORTINET INC(FTNT)0112,439+112,43908,9290.27%+8,929
ISHARES TR069,553+69,55309,8410.30%+9,841
CARNIVAL CORP0277,604+277,60408,4780.26%+8,478
TRADEWEB MKTS INC(TW)072,115+72,11507,7550.24%+7,755
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)096,602+96,60208,0180.25%+8,018
THE CIGNA GROUP(CI)043,567+43,567011,9910.37%+11,991
ISHARES INC0139,580+139,58007,5250.23%+7,525
BROWN & BROWN INC(BRO)093,521+93,52107,4540.23%+7,454
ELEVANCE HEALTH INC FORMERLY(ELV)032,302+32,302011,3230.35%+11,323
ISHARES TR018,660+18,66007,2190.22%+7,219
MERCK & CO INC(MRK)214,812236,969+22,15718,02924,9430.76%+6,914
HAMILTON LANE INC(HLNE)046,818+46,81806,2880.19%+6,288
UNILEVER PLC(UL)094,776+94,77606,1980.19%+6,198
ISHARES INC59,313289,506+230,1931,3787,0360.22%+5,658
THE TRADE DESK INC(TTD)0148,567+148,56705,6400.17%+5,640
CHIPOTLE MEXICAN GRILL INC(CMG)0470,214+470,214017,3980.53%+17,398
PROGRESSIVE CORP(PGR)0169,145+169,145038,5181.18%+38,518
ALPHABET INC(GOOG)94,49390,551-3,94222,97128,3420.87%+5,371
INSULET CORP(PODD)018,252+18,25205,1880.16%+5,188
FACTSET RESH SYS INC(FDS)015,363+15,36304,4580.14%+4,458
LULULEMON ATHLETICA INC(LULU)031,244+31,24406,4930.20%+6,493
HENRY JACK & ASSOC INC(JKHY)025,857+25,85704,7180.14%+4,718
LAM RESEARCH CORP(LRCX)85,67791,119+5,44211,47215,5980.48%+4,126
UNIVERSAL HLTH SVCS INC(UHS)048,908+48,908010,6630.33%+10,663
FEDEX CORP(FDX)088,367+88,367025,5260.78%+25,526
AECOM(ACM)038,076+38,07603,6300.11%+3,630
ELI LILLY & CO(LLY)010,613+10,613011,4060.35%+11,406
CORPAY INC(CPAY)021,283+21,28306,4050.20%+6,405
PARKER-HANNIFIN CORP(PH)80,02773,069-6,95860,67264,2241.97%+3,552
CATERPILLAR INC(CAT)59,35755,630-3,72728,32231,8690.98%+3,547
GARTNER INC(IT)013,938+13,93803,5160.11%+3,516
DUTCH BROS INC(BROS)054,429+54,42903,3320.10%+3,332
AMAZON COM INC(AMZN)083,184+83,184019,2010.59%+19,201
PRIMERICA INC(PRI)7,64120,522+12,8812,1215,3020.16%+3,181
LKQ CORP(LKQ)0170,709+170,70905,1550.16%+5,155
TOYOTA MOTOR CORP(TM)030,613+30,61306,5530.20%+6,553
REPUBLIC SVCS INC(RSG)0104,294+104,294022,1030.68%+22,103
PILGRIMS PRIDE CORP(PPC)0155,492+155,49206,0630.19%+6,063
BREAD FINANCIAL HOLDINGS INC038,142+38,14202,8240.09%+2,824
VISA INC(V)062,912+62,912022,0640.68%+22,064
SEA LTD(SE)6,97030,564+23,5941,2463,8990.12%+2,653
ALCOA CORP(AA)049,516+49,51602,6310.08%+2,631
DIMENSIONAL ETF TRUST
ULTR FIX INC ETF
0175,926+175,92608,9110.27%+8,911
HOME DEPOT INC(HD)24,74736,670+11,92310,02712,6180.39%+2,591
DEXCOM INC(DXCM)153,333194,005+40,67210,31812,8760.39%+2,558
APPLE INC(AAPL)40,94547,746+6,80110,42612,9800.40%+2,554
DIAMONDBACK ENERGY INC(FANG)047,596+47,59607,1550.22%+7,155
PALOMAR HLDGS INC(PLMR)018,353+18,35302,4730.08%+2,473
EQUINIX INC(EQIX)03,375+3,37502,5860.08%+2,586
ALPHABET INC(GOOG)102,15686,356-15,80024,88027,0990.83%+2,218
FRESENIUS MEDICAL CARE AG(FMS)0264,462+264,46206,2990.19%+6,299
AST SPACEMOBILE INC(ASTS)075,039+75,03905,4500.17%+5,450
MITSUBISHI UFJ FINL GROUP IN(MUFG)353,627486,468+132,8415,6377,7150.24%+2,079
STIFEL FINL CORP(SF)133,462136,894+3,43215,14417,1420.53%+1,998
RIO TINTO PLC(RIO)101,930108,891+6,9616,7288,7150.27%+1,986
SUMITOMO MITSUI FINL GROUP I(SMFG)0379,568+379,56807,3370.22%+7,337
PACCAR INC(PCAR)0237,209+237,209025,9770.80%+25,977
APPLIED MATLS INC70,83763,721-7,11614,50316,3760.50%+1,872
AMPHENOL CORP NEW208,579204,745-3,83425,81227,6690.85%+1,858
GRIFFON CORP(GFF)052,258+52,25803,8490.12%+3,849
OLD DOMINION FREIGHT LINE IN(ODFL)26,44935,113+8,6643,7235,5060.17%+1,782
SLB LIMITED(SLB)0137,592+137,59205,2810.16%+5,281
BERKLEY W R CORP135,541172,670+37,12910,38512,1080.37%+1,722
GENERAL MTRS CO(GM)102,90698,167-4,7396,2747,9830.24%+1,709
ADVANCED MICRO DEVICES INC(AMD)21,09423,793+2,6993,4135,0960.16%+1,683
WALMART INC(WMT)160,664163,320+2,65616,55818,1950.56%+1,637
BARRICK MNG CORP(B)0139,721+139,72106,0850.19%+6,085
PROG HOLDINGS INC(PRG)0124,321+124,32103,6660.11%+3,666
MICRON TECHNOLOGY INC(MU)46,96732,975-13,9927,8599,4110.29%+1,553
MCKESSON CORP(MCK)023,590+23,590019,3510.59%+19,351
VANGUARD WHITEHALL FDS82,04893,029+10,9816,9488,3730.26%+1,425
DUOLINGO INC(DUOL)08,035+8,03501,4100.04%+1,410
BANK AMERICA CORP025,044+25,04401,3770.04%+1,377
ABERCROMBIE & FITCH CO038,272+38,27204,8170.15%+4,817
FIDELITY NATL INFORMATION SV(FIS)081,609+81,60905,4240.17%+5,424
ROYALTY PHARMA PLC(RPRX)113,764137,193+23,4294,0145,3010.16%+1,288
BUILDERS FIRSTSOURCE INC(BLDR)054,243+54,24305,5810.17%+5,581
AMERICAN EXPRESS CO(AXP)060,924+60,924022,5390.69%+22,539
INTUITIVE SURGICAL INC05,004+5,00402,8340.09%+2,834
ENOVA INTL INC(ENVA)034,272+34,27205,3880.17%+5,388
AMBEV SA(ABEV)02,258,941+2,258,94105,5800.17%+5,580
ANTERO RESOURCES CORP(AR)044,391+44,39101,5300.05%+1,530
BHP GROUP LTD128,733138,457+9,7247,1778,3590.26%+1,182
MONSTER BEVERAGE CORP NEW(MNST)186,668179,187-7,48112,56513,7380.42%+1,174
WARRIOR MET COAL INC(HCC)031,132+31,13202,7450.08%+2,745
EXPAND ENERGY CORPORATION(EXE)021,032+21,03202,3210.07%+2,321
CISCO SYS INC(CSCO)0274,480+274,480021,1430.65%+21,143
IQVIA HLDGS INC(IQV)41,79840,217-1,5817,9399,0650.28%+1,126
ULTA BEAUTY INC(ULTA)12,95413,485+5317,0838,1590.25%+1,076
ANDERSONS INC094,981+94,98105,0500.15%+5,050
REGENERON PHARMACEUTICALS(REGN)04,600+4,60003,5510.11%+3,551
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
035,553+35,55302,5400.08%+2,540
BROWN FORMAN CORP(BF-A)0176,436+176,43604,5980.14%+4,598
FREEPORT-MCMORAN INC(FCX)046,594+46,59402,3670.07%+2,367
VANECK ETF TRUST
URANI NUCLE ETF
08,064+8,06401,0020.03%+1,002
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