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 |
|---|---|---|---|---|---|---|---|---|---|
| CATERPILLAR INC | COM | 51 | $20,072,303 | 54,778 | 0.00 | 0.00 | -1,292 | -2.30 | 03-31-2024 |
| BRUNSWICK CORP | COM | 52 | $20,046,673 | 207,695 | 0.00 | 0.00 | -8,660 | -4.00 | 03-31-2024 |
| SALESFORCE INC | COM | 53 | $20,039,312 | 66,536 | 0.00 | 0.00 | -3,921 | -5.57 | 03-31-2024 |
| CDW CORP | COM | 54 | $19,425,724 | 75,947 | 0.00 | 0.00 | 11,113 | 17.14 | 03-31-2024 |
