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Portfolio (Quarterly) Guide ↗

Moran Wealth Management, LLC

· CIK 0001965334
13F Portfolio $3.3B AUM 780 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 86 New 213 Added 165 Reduced 97 Exited
Page 11 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IBIT ISHARES BITCOIN TRUST ETF Financial Services 18,796.0 $722K 0.02% +9K +98.9% $38.42 +11.9%
202 SCHA SCHWAB STRATEGIC TR 22,751.0 $662K 0.02% +2K +8.5% $29.08 +16.8%
203 GEV GE VERNOVA INC Utilities 681.0 $594K 0.02% +279.0 +69.4% $872.90 +22.6%
204 PLTR PALANTIR TECHNOLOGIES INC Technology 3,867.0 $566K 0.02% +1K +57.3% $146.28 -6.6%
205 EMXC ISHARES INC 5,660.0 $445K 0.01% +708.0 +14.3% $78.66 +27.1%
206 IWS ISHARES TR 2,393.0 $349K 0.01% +413.0 +20.9% $145.74 +9.9%
207 CMDB COSTAMARE BULKERS HLDGS LTD Industrials 20,477.0 $317K 0.01% +9K +74.8% $15.47 +14.0%
208 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 6,925.0 $295K 0.01% +572.0 +9.0% $42.61 +41.6%
209 JHG JANUS HENDERSON GROUP PLC Financial Services 5,495.0 $282K 0.01% +521.0 +10.5% $51.37 +0.9%
210 CSTM CONSTELLIUM SE Basic Materials 11,025.0 $271K 0.01% +692.0 +6.7% $24.58 +43.5%
211 IOT SAMSARA INC Technology 8,291.0 $263K 0.01% +562.0 +7.3% $31.69 -1.7%
212 SPMO INVESCO EXCH TRADED FD TR II 2,293.0 $257K 0.01% +441.0 +23.8% $112.11 +33.7%
213 ANGI ANGI INC Communication Services 33,464.0 $229K 0.01% +20K +148.1% $6.85 -20.1%
Page 11 of 11  ·  213 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.4%
Industrials 19.3%
Financial Services 13.1%
Consumer Cyclical 10.1%
Healthcare 9.3%
Consumer Defensive 7.0%
Energy 5.7%
Communication Services 4.9%
Basic Materials 4.4%
Real Estate 2.3%