Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MORAN WEALTH MANAGEMENT LLC | 11-06-2023 | 09-30-2023 | 366 | 2,582,967,116 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CADENCE DESIGN SYSTEM INC | COM | 1 | $43,537,860 | 185,821 | 0.00 | 0.00 | -7,168 | -3.71 | 09-30-2023 |
| NOVO-NORDISK A S | ADR | 2 | $40,977,200 | 450,596 | 0.00 | 0.00 | 217,188 | 93.05 | 09-30-2023 |
| PARKER-HANNIFIN CORP | COM | 3 | $40,734,444 | 104,576 | 0.00 | 0.00 | -2,416 | -2.26 | 09-30-2023 |
| MERCK & CO INC | COM | 4 | $40,707,974 | 395,415 | 0.00 | 0.00 | 99,080 | 33.44 | 09-30-2023 |
