Moran Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Naples, FL
CIK
0001965334
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 415 2,810,888 CDNS, PH, NVO, TT 13F-HR 2/7/2024 000122107324000014
Q3 2023 366 2,582,967 CDNS, NVO, PH, MRK 13F-HR 11/13/2023 000122107323000082
Q2 2023 380 2,664,759 CDNS, PH, HSY, TT 13F-HR 8/10/2023 000122107323000062
Q1 2023 355 2,643,551 HSY, CDNS, NVO, TT 13F-HR 5/10/2023 000122107323000043
Q4 2022 339 2,634,046 SPLG, URTH, VTHR, EOG 13F-HR 2/13/2023 000122107323000024