Moran Wealth Management, LLC Q2 2023 Filing

Filed August 10, 2023

Portfolio Value

$2.7B

Holdings

380

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (380 positions)

#StockSharesValue% PortfolioType
1
CDNSCADENCE DESIGN SYSTEM INC
192,989$45.3T1698456.78%
2
PHPARKER-HANNIFIN CORP
106,992$41.7T1566038.81%
3
HSYHERSHEY CO
164,000$41.0T1536749.66%
4
TTTRANE TECHNOLOGIES PLC
198,000$37.9T1421122.14%
5
NVONOVO-NORDISK A S
233,408$37.8T1417479.67%
6
JNJJOHNSON & JOHNSON
223,239$37.0T1386636.43%
7
XOMEXXON MOBIL CORP
333,267$35.7T1341315.74%
8
LMTLOCKHEED MARTIN CORP
76,382$35.2T1319621.96%
9
EOGEOG RES INC
305,111$34.9T1310321.23%
10
MRKMERCK & CO INC
296,335$34.2T1283196.57%
11
MSFTMICROSOFT CORP
94,014$32.0T1201441.78%
12
AVBAVALONBAY CMNTYS INC
165,834$31.4T1177870.16%
13
LINLINDE PLC
80,589$30.7T1152481.56%
14
TTENTOTALENERGIES SE
517,691$29.8T1119789.07%
15
GISGENERAL MLS INC
357,083$27.4T1027795.23%
16
CECELANESE CORP DEL
224,167$26.0T974142.09%
17
TXNTEXAS INSTRS INC
142,397$25.6T961971.35%
18
SPDWSPDR INDEX SHS FDS
779,121$25.4T951403.00%
19
WSMWILLIAMS SONOMA INC
192,534$24.1T904158.39%
20
MCKMCKESSON CORP
55,991$23.9T897849.07%
21
UNHUNITEDHEALTH GROUP INC
49,488$23.8T892610.25%
22
BHPBHP GROUP LTD
398,143$23.8T891532.52%
23
ATOATMOS ENERGY CORP
200,171$23.3T873919.03%
24
VXUSVANGUARD STAR FDS
414,842$23.3T873037.26%
25
SPEMSPDR INDEX SHS FDS
665,046$22.9T858024.35%
26
DEDEERE & CO
56,175$22.8T854169.10%
27
NOCNORTHROP GRUMMAN CORP
49,044$22.4T838884.68%
28
LLOEWS CORP
375,496$22.3T836734.28%
29
CLCOLGATE PALMOLIVE CO
279,515$21.5T808096.94%
30
MSIMOTOROLA SOLUTIONS INC
73,172$21.5T805321.76%
31
BXBLACKSTONE INC
225,871$21.0T788032.99%
32
KOCOCA COLA CO
347,543$20.9T785400.82%
33
BKRBAKER HUGHES COMPANY
646,125$20.4T766448.71%
34
RFREGIONS FINANCIAL CORP NEW
1,136,566$20.3T760053.61%
35
A4SAMERIPRISE FINL INC
59,928$19.9T746997.53%
36
MOHMOLINA HEALTHCARE INC
65,020$19.6T735024.26%
37
DGDOLLAR GEN CORP NEW
114,190$19.4T727536.45%
38
HUMHUMANA INC
43,315$19.4T726798.78%
39
EWBCEAST WEST BANCORP INC
362,417$19.1T717963.35%
40
MSCIMSCI INC
40,393$19.0T711360.05%
41
BPBP PLC
536,456$18.9T710440.04%
42
BCBRUNSWICK CORP
217,268$18.8T706407.45%
43
TSMTAIWAN SEMICONDUCTOR MFG LTD
185,644$18.7T703072.66%
44
AAPLAPPLE INC
96,332$18.7T701208.55%
45
SPYSPDR S&P 500 ETF TR
41,880$18.6T696669.61%
46
CHECHEMED CORP NEW
34,236$18.5T695920.87%
47
HLTHILTON WORLDWIDE HLDGS INC
125,912$18.3T687735.44%
48
CSCOCISCO SYS INC
353,306$18.3T685992.69%
49
PCARPACCAR INC
218,245$18.3T685097.38%
50
INTUINTUIT
39,503$18.1T679231.41%
51
PLDPROLOGIS INC.
144,846$17.8T666567.00%
52
VALEVALE S A
1,322,798$17.8T666174.65%
53
AVGOBROADCOM INC
20,253$17.6T659273.88%
54
CVXCHEVRON CORP NEW
110,523$17.4T652618.68%
55
PWRQUANTA SVCS INC
86,652$17.0T638811.43%
56
CBCHUBB LIMITED
84,986$16.4T614119.63%
57
DOVDOVER CORP
110,642$16.3T613049.47%
58
SRESEMPRA
111,954$16.3T611664.43%
59
QCOMQUALCOMM INC
136,810$16.3T611154.82%
60
EWEDWARDS LIFESCIENCES CORP
172,501$16.3T610637.55%
61
IQVIQVIA HLDGS INC
70,854$15.9T597647.07%
62
GRMNGARMIN LTD
149,961$15.6T586898.59%
63
AFLAFLAC INC
223,915$15.6T586515.78%
64
MAAMID-AMER APT CMNTYS INC
102,451$15.6T583850.51%
65
SOSOUTHERN CO
221,222$15.5T583197.58%
66
REGNREGENERON PHARMACEUTICALS
20,840$15.0T561941.02%
67
FDXFEDEX CORP
59,810$14.8T556406.75%
68
SONYSONY GROUP CORPORATION
164,619$14.8T556233.98%
69
PGRPROGRESSIVE CORP
110,944$14.7T551106.39%
70
ORLYOREILLY AUTOMOTIVE INC
14,551$13.9T521644.55%
71
MAMASTERCARD INCORPORATED
35,334$13.9T521505.40%
72
CATCATERPILLAR INC
56,390$13.9T520675.98%
73
ROLROLLINS INC
310,913$13.3T499722.64%
74
GDGENERAL DYNAMICS CORP
60,973$13.1T492289.96%
75
KELKELLOGG CO
190,018$12.8T480613.07%
76
SLBSCHLUMBERGER LTD
260,283$12.8T479784.51%
77
USMVISHARES TR
171,578$12.8T478594.61%
78
MDLZMONDELEZ INTL INC
173,917$12.7T476047.03%
79
HWMHOWMET AEROSPACE INC
252,485$12.5T469579.31%
80
ELVELEVANCE HEALTH INC
28,026$12.5T467271.97%
81
WABWABTEC
112,174$12.3T461659.87%
82
PNWPINNACLE WEST CAP CORP
148,725$12.1T454642.95%
83
UNPUNION PAC CORP
58,987$12.1T452946.03%
84
CSXCSX CORP
341,352$11.6T436816.35%
85
MTZMASTEC INC
95,943$11.3T424743.70%
86
CSLCARLISLE COS INC
44,035$11.3T423914.47%
87
MNSTMONSTER BEVERAGE CORP NEW
193,172$11.1T416390.38%
88
PHMPULTE GROUP INC
142,085$11.0T414189.91%
89
VIGIVANGUARD WHITEHALL FDS
145,786$10.9T410809.05%
90
ZTSZOETIS INC
63,420$10.9T409851.62%
91
VEEVVEEVA SYS INC
55,080$10.9T408703.68%
92
CTRACOTERRA ENERGY INC
418,381$10.6T397223.13%
93
GLPIGAMING & LEISURE PPTYS INC
212,891$10.3T387153.13%
94
PRUPRUDENTIAL FINL INC
115,049$10.1T380883.34%
95
KDPKEURIG DR PEPPER INC
323,391$10.1T379487.86%
96
DRIDARDEN RESTAURANTS INC
59,863$10.0T375340.13%
97
STMSTMICROELECTRONICS N V
199,442$10.0T374146.63%
98
ITGARTNER INC
28,141$9.9T369942.42%
99
DLTRDOLLAR TREE INC
67,343$9.7T362648.97%
100
ADMARCHER DANIELS MIDLAND CO
126,580$9.6T358921.20%
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