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Portfolio (Quarterly) Guide ↗

Moran Wealth Management, LLC

· CIK 0001965334
13F Portfolio $3.7B AUM 815 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 88 New 171 Added 217 Reduced 71 Exited
Page 20 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ADC AGREE REALTY CORP REIT Real Estate 14,229.0 $1.1M 0.03% -104.0 -0.7% $75.74 -2.7%
382 EPRT Essential Properties Realty Tr Real Estate 35,444.0 $1.1M 0.03% -262.0 -0.7% $29.85 +2.9%
383 IIPR Innovative Industrial Properti Real Estate 17,061.0 $1.1M 0.03% NEW $61.98 -7.9%
384 MAA Mid-America Apartment Communit Real Estate 7,551.0 $1.0M 0.03% +54.0 +0.7% $138.94 -5.4%
385 TRNO Terreno Realty Corp Real Estate 16,132.0 $1.0M 0.03% -186.0 -1.1% $64.77 +4.3%
386 CMS Energy 4.2 Call 07/15/202 61,166.0 $1.0M 0.03% NEW $17.06
387 ELS Equity Lifestyle Properties In Real Estate 15,882.0 $1.0M 0.03% $64.45 +0.3%
388 STAG STAG INDUSTRIAL INC Real Estate 26,813.0 $1.0M 0.03% -274.0 -1.0% $38.06 -2.3%
389 CUBE CUBESMART Real Estate 25,630.0 $1.0M 0.03% -158.0 -0.6% $39.77 +1.7%
390 Public Storage 4.625 Dep Pfd L 57,292.0 $1.0M 0.03% NEW $17.79
391 IWB Ishares Russell 1000 Etf 2,484.0 $1.0M 0.03% NEW $409.50 +2.5%
392 Metlife Fltg Rate Perpe 4 cal 47,920.0 $1.0M 0.03% NEW $21.21
393 VRT Vertiv Holdings Co Cl A Industrials 2,933.0 $982K 0.03% +273.0 +10.3% $334.82 -21.2%
394 Goldman Sachs Group Inc D 1/10 50,460.0 $952K 0.03% NEW $18.87
395 SCHA Schwab Strat Tr ETF US Small C 26,169.0 $945K 0.03% +3K +15.0% $36.13 -3.9%
396 Morgan Stanley Pfd A 1/1000 49,412.0 $929K 0.03% NEW $18.80
397 EQIX Equinix Inc Real Estate 890.0 $928K 0.03% -2K -64.0% $1042.39 +3.6%
398 Simon Ppty Grp 8.375 Ser J 16,621.0 $916K 0.03% NEW $55.10
399 Anglo American Plc Sp Adr 36,796.0 $909K 0.03% NEW $24.71
400 Truist Financial Corp Dep Pfd 49,475.0 $886K 0.02% NEW $17.91
Page 20 of 25  ·  491 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 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%