Portfolio (Quarterly)
Guide ↗
Moran Wealth Management, LLC
· CIK 0001965334| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | EXLS | EXLSERVICE HOLDINGS INC | Technology | 52,243 | $2.2M | 0.07% | SOLD |
| 22 | SPLV | INVESCO EXCH TRADED FD TR II | — | 29,728 | $2.1M | 0.07% | SOLD |
| 23 | IWD | ISHARES TR | — | 8,163 | $1.7M | 0.05% | SOLD |
| 24 | WKC | WORLD KINECT CORPORATION | Energy | 65,979 | $1.5M | 0.05% | SOLD |
| 25 | DUOL | DUOLINGO INC | Technology | 8,035 | $1.4M | 0.04% | SOLD |
| 26 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | Industrials | 18,373 | $1.4M | 0.04% | SOLD |
| 27 | SMH | VANECK ETF TRUST | — | 3,498 | $1.3M | 0.04% | SOLD |
| 28 | IWN | ISHARES TR | — | 6,223 | $1.1M | 0.04% | SOLD |
| 29 | IWM | ISHARES TR | — | 3,414 | $840K | 0.03% | SOLD |
| 30 | USMV | ISHARES TR | — | 8,683 | $818K | 0.03% | SOLD |
| 31 | CRAI | CRA INTL INC | Industrials | 3,685 | $740K | 0.02% | SOLD |
| 32 | QTWO | Q2 HLDGS INC | Technology | 10,132 | $731K | 0.02% | SOLD |
| 33 | IWF | ISHARES TR | — | 1,312 | $621K | 0.02% | SOLD |
| 34 | IDT | IDT CORP | Communication Services | 11,594 | $594K | 0.02% | SOLD |
| 35 | ALKS | ALKERMES PLC | Healthcare | 20,651 | $578K | 0.02% | SOLD |
| 36 | LRN | STRIDE INC | Consumer Defensive | 8,860 | $575K | 0.02% | SOLD |
| 37 | NXT | NEXTPOWER INC | Technology | 6,433 | $560K | 0.02% | SOLD |
| 38 | — | GLOBUS MED INC | — | 5,669 | $495K | 0.01% | SOLD |
| 39 | RCL | ROYAL CARIBBEAN GROUP | Consumer Cyclical | 1,753 | $489K | 0.01% | SOLD |
| 40 | ACHR | ARCHER AVIATION INC | Industrials | 62,502 | $470K | 0.01% | SOLD |
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%