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 (476 days), 234 trades recorded
- Returns: week n/a · month n/a · 90 days -7.0% · 6 months -3.9% · 1 year -7.4% · all -7.4%
- Max drawdown n/a · data quality Good
- 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
- 874039100 · 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