Holdings of Moran Wealth Management, LLC
422 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 14.5 % of the equity sleeve
Sector breakdown
- Technology 19.2 %
- Industrials 13.5 %
- Financials 10.9 %
- Health care 7.5 %
- Consumer staples 5.7 %
- Consumer discretionary 5.2 %
- Communication 4.2 %
- Energy 4.1 %
- Materials 1.9 %
- Real estate 1.4 %
- Utilities 0.4 %
- Funds 0.1 %
- Unattributed 25.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 94.7 %
- TW 2.0 %
- BR 1.1 %
- GB 0.7 %
- JP 0.5 %
- AU 0.4 %
- NL 0.2 %
- IN 0.2 %
- DE 0.2 %
- ZA 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 405 | 2.8B $ | 94.68 % |
| 2 | TW | 3 | 58.1M $ | 1.95 % |
| 3 | BR | 4 | 33.2M $ | 1.12 % |
| 4 | GB | 3 | 21.1M $ | 0.71 % |
| 5 | JP | 2 | 15.6M $ | 0.52 % |
| 6 | AU | 1 | 11.1M $ | 0.37 % |
| 7 | NL | 1 | 6.9M $ | 0.23 % |
| 8 | IN | 1 | 5M $ | 0.17 % |
| 9 | DE | 1 | 4.8M $ | 0.16 % |
| 10 | ZA | 1 | 2.6M $ | 0.09 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 401 | EZCORP Inc | 9,116 | 231.4K $ | |
| 402 | Angi Inc | 33,464 | 229.2K $ | |
| 403 | Ralliant Corp | 5,454 | 226.8K $ | |
| 404 | AnaptysBio Inc | 4,064 | 225.4K $ | |
| 405 | Snowflake Inc | 1,492 | 225K $ | |
| 406 | Benchmark Electronics Inc | 4,007 | 224.6K $ | |
| 407 | Danaher Corp | 1,171 | 222K $ | |
| 408 | Federated Hermes Inc | 3,873 | 219.6K $ | |
| 409 | MongoDB Inc | 893 | 218.6K $ | |
| 410 | Diebold Nixdorf Inc | 2,885 | 217.6K $ | |
| 411 | Graham Corp | 2,730 | 215.5K $ | |
| 412 | V2X Inc | 3,135 | 214.7K $ | |
| 413 | Kaiser Aluminum Corp | 1,776 | 214K $ | |
| 414 | Inhibrx Biosciences Inc | 3,163 | 212.6K $ | |
| 415 | Versant Media Group Inc | 5,736 | 212.3K $ | |
| 416 | RingCentral Inc | 5,630 | 209.4K $ | |
| 417 | Carvana Co | 664 | 208.7K $ | |
| 418 | Ralph Lauren Corp | 600 | 206.4K $ | |
| 419 | United Fire Group Inc | 5,515 | 204.4K $ | |
| 420 | Gap Inc/The | 8,408 | 203.5K $ | |
| 421 | UiPath Inc | 14,366 | 159.5K $ | |
| 422 | OppFi Inc | 10,908 | 84.1K $ |