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 |
|---|---|---|---|---|---|---|---|---|---|
| FORTINET INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 35,598 | 32.07 | 03-31-2024 |
| MASTEC INC | COM | 152 | $8,599,235 | 92,217 | 0.00 | 0.00 | -1,246 | -1.33 | 03-31-2024 |
| MERITAGE HOMES CORP | COM | 153 | $8,543,674 | 48,693 | 0.00 | 0.00 | -1,042 | -2.10 | 03-31-2024 |
| RLI CORP | COM | 154 | $8,513,418 | 57,341 | 0.00 | 0.00 | 1,426 | 2.55 | 03-31-2024 |
