Moran Wealth Management, LLC Q4 2023 Filing

Filed February 8, 2024

Portfolio Value

$2.8B

Holdings

415

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (415 positions)

#StockSharesValue% PortfolioType
1
CDNSCADENCE DESIGN SYSTEM INC
178,693$48.7T1731503.07%
2
PHPARKER-HANNIFIN CORP
101,292$46.7T1660159.49%
3
NVONOVO-NORDISK A S
448,072$46.4T1649053.54%
4
TTTRANE TECHNOLOGIES PLC
189,464$46.2T1643974.08%
5
MRKMERCK & CO INC
407,924$44.5T1582128.99%
6
MSFTMICROSOFT CORP
112,160$42.2T1500474.09%
7
WSMWILLIAMS SONOMA INC
179,213$36.2T1286479.50%
8
EOGEOG RES INC
291,645$35.3T1254922.39%
9
CECELANESE CORP DEL
217,892$33.9T1204383.81%
10
SPYSPDR S&P 500 ETF TR
70,762$33.6T1196562.51%
11
LMTLOCKHEED MARTIN CORP
73,608$33.4T1186887.92%
12
LINLINDE PLC
80,702$33.1T1179168.93%
13
JPMJPMORGAN CHASE & CO
193,072$32.8T1168369.11%
14
BHPBHP GROUP LTD
449,667$30.7T1092777.55%
15
XOMEXXON MOBIL CORP
298,515$29.8T1061781.19%
16
AVGOBROADCOM INC
25,946$29.0T1030358.48%
17
BXBLACKSTONE INC
211,234$27.7T983841.76%
18
TTENTOTALENERGIES SE
399,414$26.9T957437.01%
19
SNASNAP ON INC
88,741$25.6T911880.87%
20
ITGARTNER INC
55,750$25.1T894713.09%
21
INTUINTUIT
39,255$24.5T872875.51%
22
PLDPROLOGIS INC.
175,329$23.4T831455.72%
23
MOHMOLINA HEALTHCARE INC
64,156$23.2T824657.69%
24
MSCIMSCI INC
40,353$22.8T812044.95%
25
CHECHEMED CORP NEW
38,975$22.8T810798.26%
26
TXNTEXAS INSTRS INC
132,400$22.6T802907.09%
27
A4SAMERIPRISE FINL INC
57,194$21.7T772851.75%
28
TSMTAIWAN SEMICONDUCTOR MFG LTD
208,160$21.6T770170.85%
29
MSIMOTOROLA SOLUTIONS INC
69,131$21.6T770013.78%
30
NOCNORTHROP GRUMMAN CORP
46,033$21.5T766657.69%
31
DEDEERE & CO
53,487$21.4T760892.89%
32
AVBAVALONBAY CMNTYS INC
113,934$21.3T758860.65%
33
EXPDEXPEDITORS INTL WASH INC
164,940$21.0T746396.44%
34
PCARPACCAR INC
208,342$20.3T723778.25%
35
NTAPNETAPP INC
230,210$20.3T722025.00%
36
BKRBAKER HUGHES COMPANY
590,870$20.2T718489.57%
37
BCBRUNSWICK CORP
207,202$20.0T713181.92%
38
ATOATMOS ENERGY CORP
171,169$19.8T705770.88%
39
HUMHUMANA INC
42,530$19.5T692687.12%
40
CSCOCISCO SYS INC
380,627$19.2T684099.69%
41
GRMNGARMIN LTD
149,016$19.2T681440.06%
42
CBCHUBB LIMITED
81,793$18.5T657625.10%
43
ETNEATON CORP PLC
75,931$18.3T650531.18%
44
REGNREGENERON PHARMACEUTICALS
20,521$18.0T641199.12%
45
CRMSALESFORCE INC
66,726$17.6T624652.42%
46
CDWCDW CORP
76,589$17.4T619384.73%
47
AFLAFLAC INC
207,956$17.2T610352.64%
48
YUMYUM BRANDS INC
129,468$16.9T601812.99%
49
PWRQUANTA SVCS INC
78,338$16.9T601423.46%
50
REEVEREST GROUP LTD
46,994$16.6T591134.87%
51
MDLZMONDELEZ INTL INC
225,206$16.3T580303.13%
52
IRINGERSOLL RAND INC
209,832$16.2T577340.93%
53
HSYHERSHEY CO
86,848$16.2T576040.31%
54
CATCATERPILLAR INC
54,649$16.2T574838.63%
55
IQVIQVIA HLDGS INC
68,661$15.9T565187.30%
56
RIORIO TINTO PLC
210,579$15.7T557819.27%
57
PSAPUBLIC STORAGE
50,977$15.5T553134.28%
58
ABGCENCORA INC
75,193$15.4T549404.25%
59
MAMASTERCARD INCORPORATED
35,164$15.0T533560.85%
60
FDXFEDEX CORP
57,230$14.5T515049.80%
61
GOOGALPHABET INC
100,669$14.2T504725.98%
62
UNHUNITEDHEALTH GROUP INC
26,731$14.1T500662.78%
63
PHMPULTE GROUP INC
134,878$13.9T495292.13%
64
PKGPACKAGING CORP AMER
84,835$13.8T491676.30%
65
HWMHOWMET AEROSPACE INC
253,348$13.7T487788.70%
66
ADBEADOBE INC
22,963$13.7T487380.71%
67
SONYSONY GROUP CORP
143,800$13.6T484417.10%
68
JNJJOHNSON & JOHNSON
86,557$13.6T482656.87%
69
ORLYOREILLY AUTOMOTIVE INC
14,199$13.5T479926.13%
70
DGDOLLAR GEN CORP NEW
98,197$13.3T474932.26%
71
CSLCARLISLE COS INC
41,946$13.1T466229.50%
72
WDCWESTERN DIGITAL CORP.
249,327$13.1T464524.20%
73
GDGENERAL DYNAMICS CORP
50,181$13.0T463572.37%
74
ZTSZOETIS INC
65,573$12.9T460428.98%
75
PTCPTC INC
73,826$12.9T459520.16%
76
STLASTELLANTIS N.V
541,598$12.7T450100.61%
77
SLBSCHLUMBERGER LTD
239,778$12.5T443918.33%
78
INTCINTEL CORP
242,820$12.2T434087.20%
79
GOOGLALPHABET INC
85,652$12.0T425656.52%
80
SPGIS&P GLOBAL INC
26,871$11.8T421120.05%
81
NVDANVIDIA CORPORATION
23,455$11.6T413228.31%
82
ACNACCENTURE PLC IRELAND
32,538$11.4T406202.95%
83
AMEAMETEK INC
68,519$11.3T401940.53%
84
LENLENNAR CORP
75,640$11.3T401061.37%
85
FDSFACTSET RESH SYS INC
23,449$11.2T397964.81%
86
MNSTMONSTER BEVERAGE CORP NEW
194,009$11.2T397627.30%
87
VEEVVEEVA SYS INC
57,917$11.2T396678.24%
88
OCOWENS CORNING NEW
74,763$11.1T394256.87%
89
VRTXVERTEX PHARMACEUTICALS INC
26,907$10.9T389492.18%
90
UEOWESTLAKE CORPORATION
77,217$10.8T384479.60%
91
OLLIOLLIES BARGAIN OUTLET HLDGS
140,804$10.7T380150.90%
92
CTRACOTERRA ENERGY INC
416,440$10.6T378085.11%
93
AZOAUTOZONE INC
4,052$10.5T372725.35%
94
METAMETA PLATFORMS INC
29,241$10.4T368216.17%
95
ITTITT INC
86,538$10.3T367347.04%
96
DTDYNATRACE INC
187,205$10.2T364235.11%
97
PNWPINNACLE WEST CAP CORP
141,541$10.2T361747.07%
98
SFMSPROUTS FMRS MKT INC
210,112$10.1T359619.02%
99
MPWRMONOLITHIC PWR SYS INC
15,343$9.7T344306.07%
100
FIXCOMFORT SYS USA INC
47,010$9.7T343967.71%
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