Long-term investor

Moran Wealth Management, LLC @moranwealthmanagementllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001965334).

Record

  • Tracked since 2025-06-30 (431 days), 232 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.9% · 6 months +8.9% · 1 year +14.2% · all +14.2%
  • Max drawdown 0.0% · Sharpe 1.11 · win rate 26% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AVGO · 1.8% · long · since 2025-06-30
  • NVDA · 1.7% · long · since 2025-06-30
  • PH · 1.6% · long · since 2025-06-30
  • TT · 1.5% · long · since 2025-06-30
  • 512807306 · 1.4% · long · since 2025-06-30
  • TSM · 1.3% · long · since 2025-06-30
  • 46137V357 · 1.2% · long · since 2025-06-30
  • CAT · 1.1% · long · since 2025-06-30
  • HWM · 1.1% · long · since 2025-06-30
  • WSM · 1.0% · long · since 2025-06-30
  • MSFT · 1.0% · long · since 2025-06-30
  • CDNS · 1.0% · long · since 2025-06-30

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