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Home > Institutional Investor > Moran Wealth Management, Llc > Profile

Instuitional Investor - Moran Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Moran Wealth Management, Llc
Portfolio Value $2,810,888,599
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Cadence Design Systems Inc
 CDNS 178,693 $48,670,612 1.73%
2.
Parker Hannifin Corp
 PH 101,292 $46,665,224 1.66%
3.
Novo Nordisk A S
 NVO 448,072 $46,353,048 1.64%
4.
Trane Technologies Plc
 TT 189,464 $46,210,270 1.64%
5.
Merck & Co. Inc.
 MRK 407,924 $44,471,874 1.58%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)