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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 8 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NEM NEWMONT CORP Basic Materials 24,701.0 $2.7M 0.08% +5K +27.7% $108.25 +3.1%
142 SPYI NEOS ETF TRUST 51,793.0 $2.6M 0.08% +39K +296.9% $49.37 +8.6%
143 SBSW SIBANYE STILLWATER LTD Basic Materials 207,397.0 $2.6M 0.08% +45K +28.0% $12.32 -1.3%
144 QQQH NEOS ETF TRUST 49,727.0 $2.5M 0.08% +37K +294.4% $51.25 +10.0%
145 AR ANTERO RESOURCES CORP Energy 59,693.0 $2.5M 0.08% +15K +34.5% $42.44 -15.6%
146 NTR NUTRIEN LTD Basic Materials 33,383.0 $2.5M 0.08% +7K +28.8% $75.25 -7.1%
147 KTB KONTOOR BRANDS INC Consumer Cyclical 34,015.0 $2.4M 0.07% +4K +13.8% $70.29 +1.6%
148 AIQ GLOBAL X FDS 47,341.0 $2.2M 0.07% +10K +27.9% $46.67 +39.7%
149 VC VISTEON CORP Consumer Cyclical 23,860.0 $2.2M 0.07% +363.0 +1.5% $91.11 +28.0%
150 IBUY AMPLIFY ETF TR 34,604.0 $2.2M 0.07% +10K +41.6% $62.52 +5.9%
151 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 45,493.0 $2.1M 0.07% +1K +2.5% $47.14 -17.9%
152 ARTY ISHARES TR 45,767.0 $2.1M 0.07% +8K +22.6% $46.53 +54.1%
153 VCTR VICTORY CAP HLDGS INC DEL Financial Services 32,415.0 $2.1M 0.07% +912.0 +2.9% $65.48 +34.1%
154 MOS MOSAIC CO Basic Materials 82,477.0 $2.1M 0.06% +33K +65.6% $25.50 -11.3%
155 FINX GLOBAL X FDS 89,744.0 $2.1M 0.06% +37K +71.2% $23.10 +7.7%
156 CNXN PC CONNECTION INC Technology 34,942.0 $2.0M 0.06% +7K +27.0% $58.46 +13.8%
157 ACIW ACI WORLDWIDE INC Technology 49,480.0 $2.0M 0.06% +2K +3.5% $41.01 +3.3%
158 NMIH NMI HLDGS INC Financial Services 53,936.0 $2.0M 0.06% +2K +3.8% $37.51 -1.0%
159 LAZ LAZARD INC Financial Services 46,266.0 $2.0M 0.06% +472.0 +1.0% $42.48 +15.2%
160 NLR VANECK ETF TRUST 14,575.0 $1.9M 0.06% +7K +80.7% $133.19 +1.1%
Page 8 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%