Portfolio (Quarterly)
Guide ↗
Moran Wealth Management, LLC
· CIK 0001965334| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | TWLO | TWILIO INC | Communication Services | 3,280 | $467K | 0.01% | SOLD |
| 42 | ROK | ROCKWELL AUTOMATION INC | Industrials | 1,199 | $466K | 0.01% | SOLD |
| 43 | CB | CHUBB LIMITED | Financial Services | 1,457 | $455K | 0.01% | SOLD |
| 44 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 1,446 | $449K | 0.01% | SOLD |
| 45 | LECO | LINCOLN ELEC HLDGS INC | Industrials | 1,851 | $444K | 0.01% | SOLD |
| 46 | EXPD | EXPEDITORS INTL WASH INC | Industrials | 2,945 | $439K | 0.01% | SOLD |
| 47 | HEI | HEICO CORP NEW | Industrials | 1,308 | $423K | 0.01% | SOLD |
| 48 | ALL | ALLSTATE CORP | Financial Services | 1,952 | $406K | 0.01% | SOLD |
| 49 | HOOD | ROBINHOOD MKTS INC | Financial Services | 3,468 | $392K | 0.01% | SOLD |
| 50 | BWA | BORGWARNER INC | Consumer Cyclical | 8,588 | $387K | 0.01% | SOLD |
| 51 | TXT | TEXTRON INC | Industrials | 4,412 | $385K | 0.01% | SOLD |
| 52 | NRG | NRG ENERGY INC | Utilities | 2,414 | $384K | 0.01% | SOLD |
| 53 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 651 | $377K | 0.01% | SOLD |
| 54 | NWSA | NEWS CORP NEW | Communication Services | 14,378 | $376K | 0.01% | SOLD |
| 55 | NUE | NUCOR CORP | Basic Materials | 2,235 | $365K | 0.01% | SOLD |
| 56 | MSCI | MSCI INC | Financial Services | 624 | $358K | 0.01% | SOLD |
| 57 | AME | AMETEK INC | Industrials | 1,742 | $358K | 0.01% | SOLD |
| 58 | FITB | FIFTH THIRD BANCORP | Financial Services | 7,590 | $355K | 0.01% | SOLD |
| 59 | DASH | DOORDASH INC | Communication Services | 1,508 | $342K | 0.01% | SOLD |
| 60 | UGI | UGI CORP NEW | Utilities | 8,522 | $319K | 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%