Portfolio (Quarterly)
Guide ↗
Moran Wealth Management, LLC
· CIK 0001965334| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | DUSB | DIMENSIONAL ETF TRUST | — | 65,525 | $3.3M | 0.10% | SOLD |
| 22 | GNRC | GENERAC HLDGS INC | Industrials | 16,217 | $3.2M | 0.10% | SOLD |
| 23 | DEM | WISDOMTREE TR | — | 62,890 | $3.1M | 0.10% | SOLD |
| 24 | PFF | ISHARES TR | — | 99,304 | $3.0M | 0.09% | SOLD |
| 25 | ROKU | ROKU INC | Communication Services | 31,600 | $3.0M | 0.09% | SOLD |
| 26 | TPH | TRI POINTE HOMES INC | Consumer Cyclical | 60,062 | $2.8M | 0.09% | SOLD |
| 27 | TEX | TEREX CORP NEW | Industrials | 45,564 | $2.7M | 0.08% | SOLD |
| 28 | SHOO | MADDEN STEVEN LTD | Consumer Cyclical | 69,335 | $2.4M | 0.07% | SOLD |
| 29 | DFIN | DONNELLEY FINL SOLUTIONS INC | Financial Services | 45,493 | $2.1M | 0.07% | SOLD |
| 30 | APOG | APOGEE ENTERPRISES INC | Industrials | 62,829 | $2.1M | 0.07% | SOLD |
| 31 | PBH | PRESTIGE CONSMR HEALTHCARE I | Healthcare | 34,368 | $2.0M | 0.06% | SOLD |
| 32 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | Technology | 8,536 | $1.8M | 0.06% | SOLD |
| 33 | AFRM | AFFIRM HLDGS INC | Technology | 35,948 | $1.6M | 0.05% | SOLD |
| 34 | STRL | STERLING INFRASTRUCTURE INC | Industrials | 3,632 | $1.5M | 0.04% | SOLD |
| 35 | EMQQ | EXCHANGE TRADED CONCEPTS TRU | — | 42,051 | $1.4M | 0.04% | SOLD |
| 36 | SMR | NUSCALE PWR CORP | Utilities | 108,511 | $1.2M | 0.04% | SOLD |
| 37 | SKYY | FIRST TR EXCHANGE-TRADED FD | — | 10,606 | $1.2M | 0.04% | SOLD |
| 38 | ION | PROSHARES TR | — | 17,667 | $999K | 0.03% | SOLD |
| 39 | PSIX | POWER SOLUTIONS INTL INC | Industrials | 15,927 | $970K | 0.03% | SOLD |
| 40 | CUZ | COUSINS PPTYS INC | Real Estate | 38,255 | $863K | 0.03% | SOLD |
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%