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Portfolio (Quarterly) Guide ↗

Moran Wealth Management, LLC

· CIK 0001965334
13F Portfolio $3.7B AUM 815 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 88 New 171 Added 217 Reduced 71 Exited
Page 5 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMLP Alerian Mlp Etf 74,200.0 $3.8M 0.10% +12K +18.9% $51.85 +7.0%
82 QQQH Neos Nasdaq 100 Hedged Equity 65,483.0 $3.7M 0.10% +16K +31.7% $55.84 -2.7%
83 SPYI Neos S&P 500 High Income Etf 68,153.0 $3.6M 0.10% +16K +31.6% $53.09 +0.8%
84 IDCC INTERDIGITAL INC Technology 12,305.0 $3.5M 0.10% +451.0 +3.8% $283.13 +21.6%
85 PLD Prologis Inc Real Estate 24,960.0 $3.4M 0.09% +168.0 +0.7% $135.47 +5.3%
86 OSIS OSI SYS INC Technology 15,352.0 $3.4M 0.09% +676.0 +4.6% $218.70 -3.5%
87 TSLA Tesla Inc Consumer Cyclical 7,527.0 $3.2M 0.09% +3K +65.0% $420.60 -17.8%
88 VOO Vanguard S&P 500 Etf 4,279.0 $2.9M 0.08% +3K +200.9% $686.81 +2.5%
89 FNV Franco Nev Corp Basic Materials 14,029.0 $2.9M 0.08% +260.0 +1.9% $208.44 +28.3%
90 ISRG Intuitive Surgical Inc New Healthcare 7,286.0 $2.9M 0.08% +3K +54.2% $397.68 -6.9%
91 IBUY Amplify Online Retail Etf 41,625.0 $2.9M 0.08% +7K +20.3% $69.12 +6.9%
92 LIT Global X Lithium & Battery Tec 34,082.0 $2.7M 0.07% +2K +7.8% $78.28 -3.0%
93 TOST Toast Inc Cl A Technology 93,050.0 $2.6M 0.07% +48K +107.5% $27.82 +32.9%
94 GEV Ge Vernova Inc Utilities 2,201.0 $2.6M 0.07% +2K +223.2% $1174.86 -18.9%
95 Dave Inc Class A 6,892.0 $2.6M 0.07% +2K +41.8% $372.59
96 ARKG Ark Genomic Revolution Etf 58,215.0 $2.4M 0.07% +9K +18.3% $42.06 +17.6%
97 AR Antero Resources Corp Energy 67,607.0 $2.4M 0.07% +8K +13.3% $35.14 +9.6%
98 IYRI Neos Real Estate High Income E 48,136.0 $2.4M 0.06% +12K +32.1% $49.11 +0.8%
99 NLR Vaneck Uranium And Nuclear Etf 20,257.0 $2.3M 0.06% +6K +39.0% $115.98 +6.7%
100 GRID First Trust Nasdaq Clean Edge 12,009.0 $2.3M 0.06% +1K +12.4% $191.75 -5.7%
Page 5 of 9  ·  171 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 29.4%
Industrials 19.2%
Financial Services 11.8%
Consumer Cyclical 10.0%
Healthcare 9.8%
Consumer Defensive 5.6%
Energy 4.6%
Basic Materials 3.8%
Communication Services 3.2%
Real Estate 2.2%