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Portfolio (Quarterly) Guide ↗

Moran Wealth Management, LLC

· CIK 0001965334
13F Portfolio $3.3B AUM 780 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 86 New 213 Added 165 Reduced 97 Exited
Page 20 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 JOBY JOBY AVIATION INC Industrials 104,566.0 $864K 0.03% +61K +138.0% $8.26 +41.5%
382 CUZ COUSINS PPTYS INC Real Estate 38,255.0 $863K 0.03% -15K -28.1% $22.57 +18.4%
383 VOO VANGUARD INDEX FDS 1,422.0 $850K 0.03% +825.0 +138.2% $597.55 +15.3%
384 DAVE INC 4,859.0 $846K 0.03% +358.0 +8.0% $174.09
385 HURN HURON CONSULTING GROUP INC Industrials 6,457.0 $823K 0.03% +1K +25.3% $127.49 -20.1%
386 AVPT AVEPOINT INC Technology 84,294.0 $802K 0.03% +29K +53.3% $9.51 +8.9%
387 REXR REXFORD INDL RLTY INC Real Estate 22,816.0 $747K 0.02% -5K -16.7% $32.73 +11.4%
388 SHOP SHOPIFY INC Technology 6,178.0 $733K 0.02% +2K +66.2% $118.62 -12.2%
389 IBIT ISHARES BITCOIN TRUST ETF Financial Services 18,796.0 $722K 0.02% +9K +98.9% $38.42 +12.0%
390 VRT VERTIV HOLDINGS CO Industrials 2,660.0 $667K 0.02% NEW $250.58 +29.4%
391 SCHA SCHWAB STRATEGIC TR 22,751.0 $662K 0.02% +2K +8.5% $29.08 +16.8%
392 NOBL PROSHARES TR 6,009.0 $637K 0.02% NEW $106.01 +1.6%
393 GEV GE VERNOVA INC Utilities 681.0 $594K 0.02% +279.0 +69.4% $872.90 +23.3%
394 PLTR PALANTIR TECHNOLOGIES INC Technology 3,867.0 $566K 0.02% +1K +57.3% $146.28 -6.2%
395 ADI ANALOG DEVICES INC Technology 1,678.0 $534K 0.02% NEW $318.18 +30.9%
396 WELL WELLTOWER INC Real Estate 2,639.0 $522K 0.02% -310.0 -10.5% $197.71 +9.3%
397 AMTM AMENTUM HOLDINGS INC Industrials 19,585.0 $511K 0.02% NEW $26.08 -12.4%
398 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 9,059.0 $501K 0.01% NEW $55.31 -39.4%
399 CURB CURBLINE PPTYS CORP Real Estate 19,151.0 $494K 0.01% NEW $25.79 +10.9%
400 FISV FISERV INC Technology 8,204.0 $458K 0.01% -2K -16.0% $55.80 +0.1%
Page 20 of 24  ·  474 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%