Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MORAN WEALTH MANAGEMENT LLC | 05-13-2024 | 03-31-2024 | 409 | 3,085,914,767 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHLUMBERGER LTD | COM STK | 101 | $12,938,503 | 236,061 | 0.00 | 0.00 | -15,528 | -6.17 | 03-31-2024 |
| ADOBE INC | COM | 102 | $12,854,180 | 25,474 | 0.00 | 0.00 | 2,032 | 8.67 | 03-31-2024 |
| NETFLIX INC | COM | 103 | $12,833,490 | 21,131 | 0.00 | 21,131 | +Inf | 03-31-2024 | |
| POOL CORP | COM | Liquidated | $0 | 0 | 0.00 | 35,413 | +Inf | 03-31-2024 |
