Portfolio (Quarterly)
Guide ↗
Moran Wealth Management, LLC
· CIK 0001965334| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | REXR | REXFORD INDL RLTY INC | Real Estate | 22,816 | $747K | 0.02% | SOLD |
| 42 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 18,796 | $722K | 0.02% | SOLD |
| 43 | PAHC | PHIBRO ANIMAL HEALTH CORP | Healthcare | 9,059 | $501K | 0.01% | SOLD |
| 44 | — | ENTERGY CORP NEW | — | 2,932 | $329K | 0.01% | SOLD |
| 45 | SCHW | SCHWAB CHARLES CORP | Financial Services | 3,189 | $300K | 0.01% | SOLD |
| 46 | HRTG | HERITAGE INSURANCE HLDGS INC | Financial Services | 11,011 | $289K | 0.01% | SOLD |
| 47 | SWX | SOUTHWEST GAS HLDGS INC | Utilities | 3,318 | $288K | 0.01% | SOLD |
| 48 | CMRE | COSTAMARE INC | Industrials | 16,667 | $282K | 0.01% | SOLD |
| 49 | PBF | PBF ENERGY INC | Energy | 5,894 | $281K | 0.01% | SOLD |
| 50 | ORN | ORION GROUP HLDGS INC | Industrials | 25,429 | $277K | 0.01% | SOLD |
| 51 | TCMD | TACTILE SYS TECHNOLOGY INC | Healthcare | 10,576 | $276K | 0.01% | SOLD |
| 52 | CBRE | CBRE GROUP INC | Real Estate | 1,984 | $269K | 0.01% | SOLD |
| 53 | EIX | EDISON INTL | Utilities | 3,625 | $265K | 0.01% | SOLD |
| 54 | UI | UBIQUITI INC | Technology | 328 | $259K | 0.01% | SOLD |
| 55 | D | DOMINION ENERGY INC | Utilities | 4,119 | $255K | 0.01% | SOLD |
| 56 | CENX | CENTURY ALUM CO | Basic Materials | 4,248 | $249K | 0.01% | SOLD |
| 57 | UCTT | ULTRA CLEAN HLDGS INC | Technology | 3,997 | $249K | 0.01% | SOLD |
| 58 | EQT | EQT CORP | Energy | 3,890 | $248K | 0.01% | SOLD |
| 59 | GCT | GIGACLOUD TECHNOLOGY INC | Technology | 5,443 | $247K | 0.01% | SOLD |
| 60 | DVA | DAVITA INC | Healthcare | 1,509 | $232K | 0.01% | 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%