Portfolio (Quarterly)
Guide ↗
Moran Wealth Management, LLC
· CIK 0001965334| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | ANGI | ANGI INC | Communication Services | 33,464 | $229K | 0.01% | SOLD |
| 62 | — | FEDERATED HERMES INC | — | 3,873 | $220K | 0.01% | SOLD |
| 63 | — | DIEBOLD NIXDORF INC | — | 2,885 | $218K | 0.01% | SOLD |
| 64 | KALU | KAISER ALUMINIUM CORPORATION | Basic Materials | 1,776 | $214K | 0.01% | SOLD |
| 65 | — | INHIBRX BIOSCIENCES INC | — | 3,163 | $213K | 0.01% | SOLD |
| 66 | RNG | RINGCENTRAL INC | Technology | 5,630 | $209K | 0.01% | SOLD |
| 67 | CVNA | CARVANA CO | Consumer Cyclical | 664 | $209K | 0.01% | SOLD |
| 68 | RL | RALPH LAUREN CORP | Consumer Cyclical | 600 | $206K | 0.01% | SOLD |
| 69 | UFCS | UNITED FIRE GROUP INC | Financial Services | 5,515 | $204K | 0.01% | SOLD |
| 70 | GAP | GAP INC | Consumer Cyclical | 8,408 | $203K | 0.01% | SOLD |
| 71 | OPFI | OPPFI INC | Technology | 10,908 | $84K | 0.00% | 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%