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Portfolio (Quarterly) Guide ↗

Moran Wealth Management, LLC

· CIK 0001965334
13F Portfolio $3.3B AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 485 New
Page 21 of 25  ·  485 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2,359.0 $479K 0.01% NEW $203.19 +69.6%
402 ACHR ARCHER AVIATION INC Industrials 62,502.0 $470K 0.01% NEW $7.52 -13.4%
403 IBIT ISHARES BITCOIN TRUST ETF Financial Services 9,450.0 $469K 0.01% NEW $49.65 -14.5%
404 TWLO TWILIO INC Communication Services 3,280.0 $467K 0.01% NEW $142.24 +32.0%
405 ROK ROCKWELL AUTOMATION INC Industrials 1,199.0 $466K 0.01% NEW $389.07 +17.3%
406 IYRI NEOS ETF TRUST 9,406.0 $457K 0.01% NEW $48.60 +2.1%
407 CB CHUBB LIMITED Financial Services 1,457.0 $455K 0.01% NEW $312.12 +3.9%
408 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,446.0 $449K 0.01% NEW $310.24 +23.5%
409 LECO LINCOLN ELEC HLDGS INC Industrials 1,851.0 $444K 0.01% NEW $239.64 +10.9%
410 EXPD EXPEDITORS INTL WASH INC Industrials 2,945.0 $439K 0.01% NEW $149.01 +7.9%
411 PLTR PALANTIR TECHNOLOGIES INC Technology 2,458.0 $437K 0.01% NEW $177.75 -23.8%
412 EQT EQT CORP Energy 8,112.0 $435K 0.01% NEW $53.60 +3.5%
413 SMR NUSCALE PWR CORP Utilities 29,945.0 $424K 0.01% NEW $14.17 -15.2%
414 ORCL ORACLE CORP Technology 2,173.0 $424K 0.01% NEW $194.91 -1.8%
415 HEI HEICO CORP NEW Industrials 1,308.0 $423K 0.01% NEW $323.59 -4.1%
416 IWMI NEOS ETF TRUST 8,371.0 $408K 0.01% NEW $48.68 +7.3%
417 ALL ALLSTATE CORP Financial Services 1,952.0 $406K 0.01% NEW $208.15 +2.1%
418 MDB MONGODB INC Technology 963.0 $404K 0.01% NEW $419.69 -28.3%
419 HOOD ROBINHOOD MKTS INC Financial Services 3,468.0 $392K 0.01% NEW $113.10 -32.7%
420 BWA BORGWARNER INC Consumer Cyclical 8,588.0 $387K 0.01% NEW $45.06 +54.9%
Page 21 of 25  ·  485 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 24.9%
Industrials 18.6%
Financial Services 14.7%
Consumer Cyclical 10.1%
Healthcare 9.4%
Consumer Defensive 6.9%
Communication Services 5.6%
Energy 3.6%
Basic Materials 3.4%
Real Estate 2.3%