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 |
|---|---|---|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON PLC LTD | SHS | 201 | $5,507,975 | 20,029 | 0.00 | 0.00 | -1,101 | -5.21 | 03-31-2024 |
| MASIMO CORP | COM | 202 | $5,489,253 | 37,380 | 0.00 | 0.00 | 2,623 | 7.55 | 03-31-2024 |
| CIRRUS LOGIC INC | COM | 203 | $5,479,645 | 59,201 | 0.00 | 0.00 | 2,642 | 4.67 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 204 | $5,457,929 | 12,979 | 0.00 | 0.00 | 698 | 5.68 | 03-31-2024 |
