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 |
|---|---|---|---|---|---|---|---|---|---|
| OCCIDENTAL PETE CORP | COM | 351 | $1,442,258 | 22,192 | 0.00 | 0.00 | 1,776 | 8.70 | 03-31-2024 |
| QUALCOMM INC | COM | 352 | $1,402,143 | 8,282 | 0.00 | 0.00 | -128,520 | -93.95 | 03-31-2024 |
| ALAMOS GOLD INC NEW | COM CL A | 353 | $1,389,303 | 94,190 | 0.00 | 0.00 | -36,884 | -28.14 | 03-31-2024 |
| BLOCK INC | CL A | 354 | $1,383,983 | 16,363 | 0.00 | 16,363 | +Inf | 03-31-2024 |
