Portfolio (Quarterly)
Guide ↗
Moran Wealth Management, LLC
· CIK 0001965334| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | THC | TENET HEALTHCARE CORP | Healthcare | 1,123 | $223K | 0.01% | SOLD |
| 82 | AN | AUTONATION INC | Consumer Cyclical | 1,072 | $221K | 0.01% | SOLD |
| 83 | LEN | LENNAR CORP | Consumer Cyclical | 2,123 | $218K | 0.01% | SOLD |
| 84 | RIGL | RIGEL PHARMACEUTICALS INC | Healthcare | 5,093 | $218K | 0.01% | SOLD |
| 85 | URBN | URBAN OUTFITTERS INC | Consumer Cyclical | 2,874 | $216K | 0.01% | SOLD |
| 86 | ABT | ABBOTT LABS | Healthcare | 1,709 | $214K | 0.01% | SOLD |
| 87 | SPYM | SPDR SERIES TRUST | — | 2,659 | $213K | 0.01% | SOLD |
| 88 | FTDR | FRONTDOOR INC | Consumer Cyclical | 3,668 | $212K | 0.01% | SOLD |
| 89 | PGNY | PROGYNY INC | Healthcare | 8,162 | $210K | 0.01% | SOLD |
| 90 | CCK | CROWN HLDGS INC | Consumer Cyclical | 2,030 | $209K | 0.01% | SOLD |
| 91 | — | LIBERTY MEDIA CORP DEL | — | 2,311 | $207K | 0.01% | SOLD |
| 92 | RDDT | REDDIT INC | Communication Services | 876 | $201K | 0.01% | SOLD |
| 93 | COMP | COMPASS INC | Technology | 16,804 | $178K | 0.01% | SOLD |
| 94 | AVAH | AVEANNA HEALTHCARE HLDGS INC | Healthcare | 20,912 | $171K | 0.01% | SOLD |
| 95 | — | CUSHMAN AND WAKEFIELD LTD | — | 10,382 | $168K | 0.01% | SOLD |
| 96 | MAX | MEDIAALPHA INC | Communication Services | 12,716 | $165K | 0.01% | SOLD |
| 97 | NRDS | NERDWALLET INC | Financial Services | 10,916 | $148K | 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%