The Analysis of Moran Wealth Management, LLC's Holdings & P&L


Currently, Moran Wealth Management, LLC holds 491 types of securities in its portfolio with a total value $3.7B. In the most recent quarter, they have increased their positions in KLAC (+85.1K shares, valued at $25.7M), MRVL (+82.2K shares, valued at $24.5M), DRI (+84.0K shares, valued at $17.3M); decreased their positions in AFL (-186.4K shares, valued at $21.9M), PGR (-64.5K shares, valued at $14.1M), PCAR (-107.2K shares, valued at $12.9M); initiated new positions in MRVL (+82.2K shares, valued at $24.5M), DRI (+84.0K shares, valued at $17.3M), N/A (+136.1K shares, valued at $11.0M).


1M P&L
+76.6M+2.49%
3M P&L
-42.8M-1.34%
HY P&L
+90.7M+2.96%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A294.8M
9.4%
2Semiconductors253.4M
8.1%
3Specialty Industrial Machinery120.0M
3.8%

Top Industries by Stock Count

1N/A61 stocks
14.2%
2Software - Infrastructure16 stocks
3.7%
3Software - Application14 stocks
3.3%
Stock Holdings
Broadcom Inc
Broadcom Inc
-7.65%
Shares174.8K
Event2026-06-30
Filed2026-08-05
NVDA
Nvidia Corporation
0.27%
Shares314.0K
Event2026-06-30
Filed2026-08-05
PH
Parker-Hannifin Corp
-5.11%
Shares59.0K
Event2026-06-30
Filed2026-08-05
TT
Trane Technologies Plc
-5.08%
Shares109.5K
Event2026-06-30
Filed2026-08-05
LRCX
Lam Research Corp New
33.61%
Shares118.7K
Event2026-06-30
Filed2026-08-05
TSM
Taiwan Semiconductor Mfg Ltd S
-15.97%
Shares103.3K
Event2026-06-30
Filed2026-08-05
RSP
Invesco S&P 500 Equal Weight E
-4.48%
Shares207.8K
Event2026-06-30
Filed2026-08-05
CAT
Caterpillar Inc
-17.00%
Shares39.3K
Event2026-06-30
Filed2026-08-05
HWM
Howmet Aerospace Inc
-5.78%
Shares148.9K
Event2026-06-30
Filed2026-08-05
WSM
Williams Sonoma Inc
-6.02%
Shares162.2K
Event2026-06-30
Filed2026-08-05
MSFT
Microsoft Corp
5.88%
Shares97.0K
Event2026-06-30
Filed2026-08-05
CDNS
Cadence Design System Inc
-9.14%
Shares95.0K
Event2026-06-30
Filed2026-08-05
EOG
Eog Resources Inc
-9.64%
Shares272.9K
Event2026-06-30
Filed2026-08-05
Applied Materials Inc
Applied Materials Inc
-8.85%
Shares46.5K
Event2026-06-30
Filed2026-08-05
APH
Amphenol Corp Cl A
-4.67%
Shares186.7K
Event2026-06-30
Filed2026-08-05
NTAP
Netapp Inc
-7.00%
Shares209.5K
Event2026-06-30
Filed2026-08-05
Ameriprise Financial Inc
Ameriprise Financial Inc
-3.35%
Shares68.1K
Event2026-06-30
Filed2026-08-05
TXN
Texas Instruments Inc
-9.58%
Shares101.3K
Event2026-06-30
Filed2026-08-05
GOOGL
Alphabet Inc Cap Stock Cl A
2.19%
Shares84.3K
Event2026-06-30
Filed2026-08-05
Zoetis Inc Cl A
Zoetis Inc Cl A
66.10%
Shares410.8K
Event2026-06-30
Filed2026-08-05
ANET
Arista Networks Inc
-5.46%
Shares172.6K
Event2026-06-30
Filed2026-08-05
KLAC
Kla Corp New
828.06%
Shares95.4K
Event2026-06-30
Filed2026-08-05
Jpmorgan Chase & Co
Jpmorgan Chase & Co
0.20%
Shares87.0K
Event2026-06-30
Filed2026-08-05
MU
Micron Technology Inc
6.14%
Shares23.8K
Event2026-06-30
Filed2026-08-05
Visa Inc Cl A
Visa Inc Cl A
-5.45%
Shares80.0K
Event2026-06-30
Filed2026-08-05
MRK
Merck & Co Inc
-3.67%
Shares212.2K
Event2026-06-30
Filed2026-08-05
Cisco Systems Inc
Cisco Systems Inc
-16.16%
Shares230.5K
Event2026-06-30
Filed2026-08-05
GOOG
Alphabet Inc Cap Stock Cl C
-4.01%
Shares73.9K
Event2026-06-30
Filed2026-08-05
LIN
Linde Plc
-4.58%
Shares49.1K
Event2026-06-30
Filed2026-08-05
LLY
Lilly Eli & Co
85.56%
Shares20.9K
Event2026-06-30
Filed2026-08-05
FDX
Fedex Corp
4.40%
Shares78.6K
Event2026-06-30
Filed2026-08-05
MRVL
Marvell Technology Inc
New
Shares82.2K
Event2026-06-30
Filed2026-08-05
AMZN
Amazon.Com Inc
7.40%
Shares99.1K
Event2026-06-30
Filed2026-08-05
PANW
Palo Alto Networks Inc
-9.38%
Shares66.7K
Event2026-06-30
Filed2026-08-05
Quanta Services Inc
Quanta Services Inc
-5.79%
Shares31.4K
Event2026-06-30
Filed2026-08-05
JNJ
Johnson & Johnson
-2.30%
Shares88.8K
Event2026-06-30
Filed2026-08-05
ETN
Eaton Corp Plc
-3.08%
Shares52.8K
Event2026-06-30
Filed2026-08-05
DGX
Quest Diagnostics Inc
-3.56%
Shares104.5K
Event2026-06-30
Filed2026-08-05
Meta Platforms Inc Cl A
Meta Platforms Inc Cl A
8.80%
Shares39.1K
Event2026-06-30
Filed2026-08-05
CASY
Caseys General Stores Inc
-5.76%
Shares27.0K
Event2026-06-30
Filed2026-08-05
WMT
Wal-Mart Inc
15.60%
Shares186.4K
Event2026-06-30
Filed2026-08-05
FIX
Comfort Systems Usa Inc
-6.63%
Shares10.6K
Event2026-06-30
Filed2026-08-05
IRM
Iron Mountain Inc
-5.71%
Shares163.5K
Event2026-06-30
Filed2026-08-05
PHM
Pulte Group Inc
-5.37%
Shares148.6K
Event2026-06-30
Filed2026-08-05
RSG
Republic Services Inc
-3.77%
Shares94.4K
Event2026-06-30
Filed2026-08-05
FLEX
Flex Ltd
-23.25%
Shares122.4K
Event2026-06-30
Filed2026-08-05
PG
Procter And Gamble Co
-3.56%
Shares129.8K
Event2026-06-30
Filed2026-08-05
AXP
American Express Co
-3.83%
Shares55.9K
Event2026-06-30
Filed2026-08-05
AAPL
Apple Inc
21.81%
Shares64.5K
Event2026-06-30
Filed2026-08-05
PAG
Penske Automotive Group Inc
-3.32%
Shares103.6K
Event2026-06-30
Filed2026-08-05
MSI
Motorola Solutions Inc New
-5.57%
Shares44.0K
Event2026-06-30
Filed2026-08-05
MPWR
MONOLITHIC POWER SYSTEMSINC
-16.53%
Shares13.1K
Event2026-06-30
Filed2026-08-05
DRI
Darden Restaurants Inc
New
Shares84.0K
Event2026-06-30
Filed2026-08-05
HD
Home Depot Inc
21.39%
Shares49.0K
Event2026-06-30
Filed2026-08-05
MCK
Mckesson Corp
-2.44%
Shares22.8K
Event2026-06-30
Filed2026-08-05
EME
Emcor Group Inc
-6.28%
Shares20.7K
Event2026-06-30
Filed2026-08-05
LMT
Lockheed Martin Corp
-19.18%
Shares33.7K
Event2026-06-30
Filed2026-08-05
GRMN
Garmin Ltd
-5.26%
Shares71.1K
Event2026-06-30
Filed2026-08-05
AMD
Advanced Micro Devices Inc
1.75%
Shares28.9K
Event2026-06-30
Filed2026-08-05
T
At&T Inc
-19.97%
Shares808.8K
Event2026-06-30
Filed2026-08-05
CME
Cme Group Inc
-2.33%
Shares75.7K
Event2026-06-30
Filed2026-08-05
BRK.B
Berkshire Hathaway Inc Cl B Ne
-2.08%
Shares33.0K
Event2026-06-30
Filed2026-08-05
COR
Cencora Inc Com
-4.16%
Shares56.4K
Event2026-06-30
Filed2026-08-05
BX
Blackstone Inc
-1.86%
Shares133.6K
Event2026-06-30
Filed2026-08-05
VYMI
Vanguard International High Di
19.24%
Shares158.4K
Event2026-06-30
Filed2026-08-05
WAB
Westinghouse Air Brake Technol
-5.96%
Shares57.4K
Event2026-06-30
Filed2026-08-05
AMG
Affiliated Managers Group Inc
95.99%
Shares45.5K
Event2026-06-30
Filed2026-08-05
EXE
Expand Energy Corporation Com
461.94%
Shares167.7K
Event2026-06-30
Filed2026-08-05
MNST
Monster Beverage Corp
-5.70%
Shares156.5K
Event2026-06-30
Filed2026-08-05
FTNT
Fortinet Inc
-25.27%
Shares97.8K
Event2026-06-30
Filed2026-08-05
TOL
Toll Brothers Inc
0.57%
Shares90.0K
Event2026-06-30
Filed2026-08-05
IQV
Iqvia Holdings Inc
-5.58%
Shares75.9K
Event2026-06-30
Filed2026-08-05
MTZ
Mastec Inc
-36.14%
Shares35.1K
Event2026-06-30
Filed2026-08-05
Costco Wholesale Corp
Costco Wholesale Corp
1.94%
Shares15.6K
Event2026-06-30
Filed2026-08-05
Mastercard Incorporated Cl A
Mastercard Incorporated Cl A
-1.45%
Shares28.4K
Event2026-06-30
Filed2026-08-05
CVX
Chevron Corp
-3.05%
Shares87.7K
Event2026-06-30
Filed2026-08-05
ELV
Elevance Health Inc
1.20%
Shares37.3K
Event2026-06-30
Filed2026-08-05
TROW
Price T Rowe Group Inc
-2.63%
Shares124.6K
Event2026-06-30
Filed2026-08-05
EWI
Ishares Msci Italy Etf
35.53%
Shares239.0K
Event2026-06-30
Filed2026-08-05
SF
STIFEL FINANCIAL CORP
-1.05%
Shares202.2K
Event2026-06-30
Filed2026-08-05
SBAC
Sba Communications Corp Cl A
-2.85%
Shares79.3K
Event2026-06-30
Filed2026-08-05
SNA
Snap On Inc
39.29%
Shares34.7K
Event2026-06-30
Filed2026-08-05
NOBL
ProShares S&P 500 Dividend Ari
4002.05%
Shares246.5K
Event2026-06-30
Filed2026-08-05
KR
Kroger Co
-3.34%
Shares248.0K
Event2026-06-30
Filed2026-08-05
JBL
Jabil Inc
-7.96%
Shares35.6K
Event2026-06-30
Filed2026-08-05
PCAR
Paccar Inc
-48.42%
Shares114.2K
Event2026-06-30
Filed2026-08-05
IBKR
INTERACTIVE BROKERS GRP
-5.19%
Shares157.4K
Event2026-06-30
Filed2026-08-05
Ase Technology Holding Co Ltd
Ase Technology Holding Co Ltd
-22.05%
Shares301.8K
Event2026-06-30
Filed2026-08-05
UMC
United Microelectronics Corp S
-45.07%
Shares500.1K
Event2026-06-30
Filed2026-08-05
FTI
Technipfmc Plc
-4.65%
Shares200.7K
Event2026-06-30
Filed2026-08-05
IR
Ingersoll Rand Inc
-5.84%
Shares161.5K
Event2026-06-30
Filed2026-08-05
CI
Cigna Group Com
-0.75%
Shares48.0K
Event2026-06-30
Filed2026-08-05
EWP
Ishares Msci Spain Etf
34.10%
Shares222.6K
Event2026-06-30
Filed2026-08-05
BLK
Blackrock Inc
39.80%
Shares13.6K
Event2026-06-30
Filed2026-08-05
PEP
Pepsico Inc
-2.21%
Shares96.7K
Event2026-06-30
Filed2026-08-05
CPAY
Corpay Inc
2.52%
Shares38.8K
Event2026-06-30
Filed2026-08-05
IWS
Ishares Russell Mid-Cap Value
3174.43%
Shares78.4K
Event2026-06-30
Filed2026-08-05
SYY
Sysco Corp
-3.22%
Shares154.0K
Event2026-06-30
Filed2026-08-05
EWZ
ISHARES MSCI BRAZIL CAPPED IND
2.34%
Shares364.9K
Event2026-06-30
Filed2026-08-05
Spotify Technology Sa
Spotify Technology Sa
-2.27%
Shares27.4K
Event2026-06-30
Filed2026-08-05
SSNC
Ss&C Technologies Hldgs Inc
-4.05%
Shares197.6K
Event2026-06-30
Filed2026-08-05
PKG
Packaging Corp America
-4.08%
Shares51.2K
Event2026-06-30
Filed2026-08-05
SCHD
Schwab Us Dividend Equity Etf
19.56%
Shares376.0K
Event2026-06-30
Filed2026-08-05
DVN
Devon Energy Corp
439.38%
Shares288.0K
Event2026-06-30
Filed2026-08-05
WMB
Williams Cos Inc
-4.00%
Shares159.8K
Event2026-06-30
Filed2026-08-05
BHP
Bhp Group Ltd Sp Ads
-6.71%
Shares141.8K
Event2026-06-30
Filed2026-08-05
Medtronic Plc
Medtronic Plc
1.25%
Shares148.4K
Event2026-06-30
Filed2026-08-05
SFM
Sprouts Farmers Mkt Inc
-4.80%
Shares136.9K
Event2026-06-30
Filed2026-08-05
Crowdstrike Holdings Inc Cl A
Crowdstrike Holdings Inc Cl A
-15.35%
Shares14.9K
Event2026-06-30
Filed2026-08-05
ITT
Itt Inc
-7.28%
Shares57.2K
Event2026-06-30
Filed2026-08-05
ROL
ROLLINS INC
1.59%
Shares265.6K
Event2026-06-30
Filed2026-08-05
Anglogold Ashanti Plc
Anglogold Ashanti Plc
New
Shares136.1K
Event2026-06-30
Filed2026-08-05
PBR
Petroleo Brasileiro Sa Sp Adr
-5.08%
Shares664.0K
Event2026-06-30
Filed2026-08-05
B
Barrick Mining Corp
8.60%
Shares290.3K
Event2026-06-30
Filed2026-08-05
RIO
Rio Tinto Plc Sp Adr
-4.92%
Shares112.0K
Event2026-06-30
Filed2026-08-05
TXRH
Texas Roadhouse Inc
-4.15%
Shares54.5K
Event2026-06-30
Filed2026-08-05
RPRX
Royalty Pharma Plc Class A
6.17%
Shares186.7K
Event2026-06-30
Filed2026-08-05
OTIS
Otis Worldwide Corp
31.47%
Shares144.4K
Event2026-06-30
Filed2026-08-05
TW
Tradeweb Mkts Inc Cl A
32.07%
Shares103.1K
Event2026-06-30
Filed2026-08-05
CSL
Carlisle Cos Inc
-6.10%
Shares28.3K
Event2026-06-30
Filed2026-08-05
ROST
Ross Stores Inc
-2.67%
Shares47.9K
Event2026-06-30
Filed2026-08-05
BTI
British American Tob Plc Sp Ad
-0.15%
Shares160.9K
Event2026-06-30
Filed2026-08-05
MEDP
Medpace Holdings Inc
44.61%
Shares18.6K
Event2026-06-30
Filed2026-08-05
ADP
Automatic Data Processing Inc
New
Shares43.7K
Event2026-06-30
Filed2026-08-05
ASML
Asml Holding Nv Ny Registry
-7.20%
Shares4.8K
Event2026-06-30
Filed2026-08-05
EWK
ISHARES MSCI BELGIUM CAPPED IN
3.07%
Shares353.4K
Event2026-06-30
Filed2026-08-05
ZM
Zoom Video Communications Inc
2.98%
Shares110.8K
Event2026-06-30
Filed2026-08-05
PGR
Progressive Corp
-59.89%
Shares43.2K
Event2026-06-30
Filed2026-08-05
CTAS
Cintas Corp
-6.18%
Shares55.2K
Event2026-06-30
Filed2026-08-05
GD
General Dynamics Corp
-3.63%
Shares26.5K
Event2026-06-30
Filed2026-08-05
S&P Global Inc
S&P Global Inc
-6.54%
Shares22.7K
Event2026-06-30
Filed2026-08-05
ADSK
Autodesk Inc
24.57%
Shares47.3K
Event2026-06-30
Filed2026-08-05
Netflix Inc
Netflix Inc
8.55%
Shares128.8K
Event2026-06-30
Filed2026-08-05
FANG
Diamondback Energy Inc
3.99%
Shares52.1K
Event2026-06-30
Filed2026-08-05
PYPL
Paypal Holdings Inc
-2.15%
Shares211.8K
Event2026-06-30
Filed2026-08-05
ABEV
Ambev SA ADR Sponsored ADR
-1.49%
Shares2.9M
Event2026-06-30
Filed2026-08-05
Exxon Mobile Corp
Exxon Mobile Corp
-11.39%
Shares66.0K
Event2026-06-30
Filed2026-08-05
EXP
Eagle Materials Inc
-5.58%
Shares39.7K
Event2026-06-30
Filed2026-08-05
SLB
Schlumberger Ltd Stock
7.34%
Shares191.7K
Event2026-06-30
Filed2026-08-05
RHHBY
Roche Holding Ltd Sp Adr
New
Shares173.4K
Event2026-06-30
Filed2026-08-05
NSRGY
Nestle Sa Sp Adr
New
Shares83.5K
Event2026-06-30
Filed2026-08-05
EFNL
Ishares Msci Finland Etf
New
Shares160.2K
Event2026-06-30
Filed2026-08-05
NBIX
NEUROCRINE BIOSCI
115.08%
Shares50.6K
Event2026-06-30
Filed2026-08-05
ITUB
ITAU UNIBANCO HLDG S.A. SPONSO
2.24%
Shares1.0M
Event2026-06-30
Filed2026-08-05
Applied Industrial Technologie
Applied Industrial Technologie
-5.49%
Shares24.9K
Event2026-06-30
Filed2026-08-05
Ulta Beauty Inc
Ulta Beauty Inc
31.38%
Shares18.3K
Event2026-06-30
Filed2026-08-05
FMS
ADR FRESENIUS MED CRE AG
4.22%
Shares362.4K
Event2026-06-30
Filed2026-08-05
VNQ
Vanguard Real Estate Etf
138.05%
Shares85.0K
Event2026-06-30
Filed2026-08-05
RMD
RESMED INC
-4.99%
Shares41.5K
Event2026-06-30
Filed2026-08-05
CCL
Carnival Corp Ltd Common Share
New
Shares280.4K
Event2026-06-30
Filed2026-08-05
SMFG
Sumitomo Mitsui Financial Grou
-16.77%
Shares337.0K
Event2026-06-30
Filed2026-08-05
XYZ
Block Inc Cl A
-3.50%
Shares103.8K
Event2026-06-30
Filed2026-08-05
MUSA
Murphy Usa Inc
-7.62%
Shares14.6K
Event2026-06-30
Filed2026-08-05
UL
Unilever Plc Sp Adr New
9.74%
Shares130.1K
Event2026-06-30
Filed2026-08-05
ODFL
Old Dominion Freight Line Inc
-15.42%
Shares36.0K
Event2026-06-30
Filed2026-08-05
DIVO
Amplify ETF Tr Cwp Enhanced DI
23.68%
Shares170.2K
Event2026-06-30
Filed2026-08-05
FDS
Factset Research Systems Inc
5.68%
Shares33.5K
Event2026-06-30
Filed2026-08-05
VMI
Valmont Industries Inc
-8.16%
Shares13.3K
Event2026-06-30
Filed2026-08-05
EXEL
Exelixis Inc
120.87%
Shares141.2K
Event2026-06-30
Filed2026-08-05
MUFG
Mitsubishi Ufj Financial Group
-27.34%
Shares383.7K
Event2026-06-30
Filed2026-08-05
BF.B
Brown Forman Corp Cl B
6.79%
Shares286.0K
Event2026-06-30
Filed2026-08-05
BLDR
Builders Firstsource Inc
20.95%
Shares84.1K
Event2026-06-30
Filed2026-08-05
BFH
Bread Financial Holdings Inc C
-6.14%
Shares69.3K
Event2026-06-30
Filed2026-08-05
DEO
Diageo Plc Sp Adr New
7.37%
Shares89.5K
Event2026-06-30
Filed2026-08-05
DY
Dycom Industries Inc
New
Shares14.2K
Event2026-06-30
Filed2026-08-05
AXON
Axon Enterprise Inc
-5.41%
Shares12.5K
Event2026-06-30
Filed2026-08-05
COF
Capital One Financial Corp
-3.02%
Shares34.9K
Event2026-06-30
Filed2026-08-05
Acuity Brands Inc
Acuity Brands Inc
-5.65%
Shares18.3K
Event2026-06-30
Filed2026-08-05
TM
Toyota Motor Corp Ads
10.77%
Shares40.7K
Event2026-06-30
Filed2026-08-05
PRG
Prog Holdings Inc Npv
-8.06%
Shares146.5K
Event2026-06-30
Filed2026-08-05
BROS
Dutch Brothers Inc Cl A
79.44%
Shares94.9K
Event2026-06-30
Filed2026-08-05
Servicenow Inc
Servicenow Inc
1.72%
Shares68.3K
Event2026-06-30
Filed2026-08-05
Datadog Inc Cl A
Datadog Inc Cl A
New
Shares25.8K
Event2026-06-30
Filed2026-08-05
HQY
Healthequity Inc
New
Shares74.2K
Event2026-06-30
Filed2026-08-05
Idexx Laboratories Inc
Idexx Laboratories Inc
-3.21%
Shares12.7K
Event2026-06-30
Filed2026-08-05
INTC
Intel Corp
New
Shares47.1K
Event2026-06-30
Filed2026-08-05
Chewy Inc Cl A
Chewy Inc Cl A
New
Shares332.1K
Event2026-06-30
Filed2026-08-05
UBER
Uber Technologies Inc
18.56%
Shares90.3K
Event2026-06-30
Filed2026-08-05
NDAQ
Nasdaq Inc
New
Shares82.6K
Event2026-06-30
Filed2026-08-05
EXPE
Expedia Group Inc New
New
Shares25.1K
Event2026-06-30
Filed2026-08-05
Arch Capital Group Ltd
Arch Capital Group Ltd
-4.05%
Shares66.1K
Event2026-06-30
Filed2026-08-05
OKE
Oneok Inc
-9.83%
Shares73.1K
Event2026-06-30
Filed2026-08-05
Halozyme Therapeutics Inc
Halozyme Therapeutics Inc
163.74%
Shares80.4K
Event2026-06-30
Filed2026-08-05
LGND
Ligand Pharmaceuticals Class B
2.51%
Shares19.8K
Event2026-06-30
Filed2026-08-05
BKNG
Booking Holdings Inc
2326.46%
Shares34.8K
Event2026-06-30
Filed2026-08-05
IBN
Icici Bank Limited Adr
10.40%
Shares213.5K
Event2026-06-30
Filed2026-08-05
FOXA
Fox Corp Cl A
-4.67%
Shares118.4K
Event2026-06-30
Filed2026-08-05
IESC
Ies Holdings Inc
-4.44%
Shares8.3K
Event2026-06-30
Filed2026-08-05
VONV
Vanguard Russell ETF 1000 Valu
-22.52%
Shares56.4K
Event2026-06-30
Filed2026-08-05
FERG
Ferguson Enterprises Inc Commo
-3.35%
Shares25.1K
Event2026-06-30
Filed2026-08-05
FIS
Fidelity Natl Information Serv
43.14%
Shares151.3K
Event2026-06-30
Filed2026-08-05
ASTS
Ast Spacemobile Inc Cl A
7.85%
Shares66.1K
Event2026-06-30
Filed2026-08-05
Fedex Fght Holding Co Inc Comm
Fedex Fght Holding Co Inc Comm
New
Shares38.1K
Event2026-06-30
Filed2026-08-05
Aecom
Aecom
59.84%
Shares82.0K
Event2026-06-30
Filed2026-08-05
LVMUY
Lvmh Moet Hennessy Louis Vuitt
New
Shares51.6K
Event2026-06-30
Filed2026-08-05
GM
General Motors Co
-5.16%
Shares74.1K
Event2026-06-30
Filed2026-08-05
CPRX
Catalyst Pharmaceuticals Inc
7.08%
Shares180.9K
Event2026-06-30
Filed2026-08-05
HLNE
Hamilton Lane Inc CL A
55.48%
Shares71.8K
Event2026-06-30
Filed2026-08-05
SE
Sea Ltd Sponsord Ads
19.53%
Shares59.0K
Event2026-06-30
Filed2026-08-05
NU
Nu Holdings Ltd Cl A
16.56%
Shares419.8K
Event2026-06-30
Filed2026-08-05
GFF
Griffon Corp
-6.14%
Shares56.7K
Event2026-06-30
Filed2026-08-05
SNN
SMITH & NEPHEW PLC ADR
8.79%
Shares188.6K
Event2026-06-30
Filed2026-08-05
Investment Managers Ser Tr Bra
Investment Managers Ser Tr Bra
New
Shares834.0K
Event2026-06-30
Filed2026-08-05
CVSB
Calvert Ultra-Short Investment
New
Shares106.8K
Event2026-06-30
Filed2026-08-05
CECO
Ceco Environmental Corp
2.71%
Shares58.5K
Event2026-06-30
Filed2026-08-05
HCI
Hci Group Inc
-5.72%
Shares30.1K
Event2026-06-30
Filed2026-08-05
IBM
Intl Business Machines
-5.28%
Shares18.6K
Event2026-06-30
Filed2026-08-05
OSW
Onespaworld Holdings Limited
1.68%
Shares183.3K
Event2026-06-30
Filed2026-08-05
KMI
Kinder Morgan Inc
-1.78%
Shares160.6K
Event2026-06-30
Filed2026-08-05
SGI
Somnigroup Intl Inc Com
-3.46%
Shares64.9K
Event2026-06-30
Filed2026-08-05
Waste Management Inc Del
Waste Management Inc Del
-2.45%
Shares22.4K
Event2026-06-30
Filed2026-08-05
BE
Bloom Energy Corp
New
Shares16.5K
Event2026-06-30
Filed2026-08-05
NINTENDO LTD ADR
NINTENDO LTD ADR
New
Shares465.8K
Event2026-06-30
Filed2026-08-05
SAP
Sap Se Sp Adr
11.82%
Shares31.3K
Event2026-06-30
Filed2026-08-05
TJX
Tjx Cos Inc
-2.96%
Shares31.3K
Event2026-06-30
Filed2026-08-05
ANF
ABERCROMBIE & FITCH CO
-5.54%
Shares52.7K
Event2026-06-30
Filed2026-08-05
Vita Coco Co Inc
Vita Coco Co Inc
-0.72%
Shares71.6K
Event2026-06-30
Filed2026-08-05
CCEP
Coca-Cola Europacific Partners
-2.67%
Shares47.2K
Event2026-06-30
Filed2026-08-05
PLXS
Plexus Corp
-10.94%
Shares15.6K
Event2026-06-30
Filed2026-08-05
UAL
United Airlines Holdings Inc
-1.77%
Shares34.4K
Event2026-06-30
Filed2026-08-05
JKHY
Henry Jack & Assoc Inc
44.96%
Shares33.8K
Event2026-06-30
Filed2026-08-05
CIBR
First Trust Nasdaq Cea Cyberse
-3.65%
Shares51.3K
Event2026-06-30
Filed2026-08-05
NI
Nisource Inc
-1.84%
Shares96.7K
Event2026-06-30
Filed2026-08-05
CRM
Salesforce Inc
4.70%
Shares29.1K
Event2026-06-30
Filed2026-08-05
SYK
Stryker Corporation
-2.21%
Shares14.5K
Event2026-06-30
Filed2026-08-05
POST
Post Holdings Inc
-4.31%
Shares50.6K
Event2026-06-30
Filed2026-08-05
DOX
AMDOCS LTD
New
Shares87.7K
Event2026-06-30
Filed2026-08-05
AVY
Avery Dennison Corp
-4.95%
Shares27.2K
Event2026-06-30
Filed2026-08-05
KO
Coca-Cola Co
7.64%
Shares54.3K
Event2026-06-30
Filed2026-08-05
CELH
Celsius Holdings Inc New
-39.45%
Shares150.1K
Event2026-06-30
Filed2026-08-05
VEEV
Veeva Systems Inc Cl A
0.68%
Shares24.7K
Event2026-06-30
Filed2026-08-05
EPAC
Enerpac Tool Group Corp Cl A
-4.95%
Shares121.6K
Event2026-06-30
Filed2026-08-05
SANM
Sanmina Corporation
-12.24%
Shares17.0K
Event2026-06-30
Filed2026-08-05
JLL
Jones Lang Lasalle Inc
-4.21%
Shares13.9K
Event2026-06-30
Filed2026-08-05
LKQ
Lkq Corp
-2.93%
Shares163.0K
Event2026-06-30
Filed2026-08-05
IWN
Ishares Russell 2000 Value Etf
New
Shares19.4K
Event2026-06-30
Filed2026-08-05
CBOE
Cboe Global Mkts Inc
-40.60%
Shares17.4K
Event2026-06-30
Filed2026-08-05
HWKN
Hawkins Inc
3.25%
Shares27.8K
Event2026-06-30
Filed2026-08-05
USLM
United States Lime & Mineral I
2.45%
Shares37.0K
Event2026-06-30
Filed2026-08-05
WPM
Wheaton Precious Metals Corp
-3.38%
Shares34.4K
Event2026-06-30
Filed2026-08-05
Alerian Mlp Etf
Alerian Mlp Etf
18.92%
Shares74.2K
Event2026-06-30
Filed2026-08-05
L
Loews Corp
-0.86%
Shares33.3K
Event2026-06-30
Filed2026-08-05
TDY
Teledyne Technologies Inc
-5.29%
Shares5.6K
Event2026-06-30
Filed2026-08-05
HSIC
Henry Schein Inc
-5.40%
Shares44.9K
Event2026-06-30
Filed2026-08-05
CTSH
Cognizant Technology Solutions
-1.20%
Shares94.9K
Event2026-06-30
Filed2026-08-05
QQQH
Neos Nasdaq 100 Hedged Equity
31.69%
Shares65.5K
Event2026-06-30
Filed2026-08-05
ATO
Atmos Energy Corp
-2.27%
Shares21.2K
Event2026-06-30
Filed2026-08-05
ORLY
Oreilly Automotive Inc
-1.23%
Shares39.7K
Event2026-06-30
Filed2026-08-05
SPYI
Neos S&P 500 High Income Etf
31.59%
Shares68.2K
Event2026-06-30
Filed2026-08-05
Freeport-Mcmoran Inc Cl B
Freeport-Mcmoran Inc Cl B
-2.53%
Shares57.2K
Event2026-06-30
Filed2026-08-05
SEIC
Sei Inv Co
-4.53%
Shares41.0K
Event2026-06-30
Filed2026-08-05
ECL
Ecolab Inc
-3.36%
Shares12.6K
Event2026-06-30
Filed2026-08-05
Burlington Stores Inc
Burlington Stores Inc
New
Shares11.1K
Event2026-06-30
Filed2026-08-05
IDCC
INTERDIGITAL INC
3.80%
Shares12.3K
Event2026-06-30
Filed2026-08-05
ENVA
Enova Intl Inc
-10.35%
Shares14.4K
Event2026-06-30
Filed2026-08-05
LHX
L3harris Technologies Inc
-1.85%
Shares11.7K
Event2026-06-30
Filed2026-08-05
PLD
Prologis Inc
0.68%
Shares25.0K
Event2026-06-30
Filed2026-08-05
OSIS
OSI SYS INC
4.61%
Shares15.4K
Event2026-06-30
Filed2026-08-05
DUK
Duke Energy Corp New
-0.61%
Shares25.9K
Event2026-06-30
Filed2026-08-05
DT
Dynatrace Inc New
-6.16%
Shares74.4K
Event2026-06-30
Filed2026-08-05
TMUS
T-Mobile Us Inc
-1.18%
Shares19.4K
Event2026-06-30
Filed2026-08-05
ARTY
Ishares Robotics And Artificia
-7.40%
Shares42.4K
Event2026-06-30
Filed2026-08-05
TSLA
Tesla Inc
64.99%
Shares7.5K
Event2026-06-30
Filed2026-08-05
AIQ
Global X Artificial Intelligen
-0.71%
Shares47.0K
Event2026-06-30
Filed2026-08-05
CCJ
Cameco Corp
-26.32%
Shares30.2K
Event2026-06-30
Filed2026-08-05
HCC
Warrior Met Coal Inc
-2.05%
Shares37.6K
Event2026-06-30
Filed2026-08-05
CACI
CACI INTL INC CLASS A
-5.00%
Shares6.5K
Event2026-06-30
Filed2026-08-05
SOXX
Ishares Phlx ETF Semiconductor
-15.26%
Shares4.6K
Event2026-06-30
Filed2026-08-05
VOO
Vanguard S&P 500 Etf
200.91%
Shares4.3K
Event2026-06-30
Filed2026-08-05
CRUS
Cirrus Logic Inc
-10.09%
Shares19.7K
Event2026-06-30
Filed2026-08-05
FNV
Franco Nev Corp
1.89%
Shares14.0K
Event2026-06-30
Filed2026-08-05
Bank Of America Corp 4.750 Dp
Bank Of America Corp 4.750 Dp
New
Shares150.8K
Event2026-06-30
Filed2026-08-05
ISRG
Intuitive Surgical Inc New
54.17%
Shares7.3K
Event2026-06-30
Filed2026-08-05
IBUY
Amplify Online Retail Etf
20.29%
Shares41.6K
Event2026-06-30
Filed2026-08-05
AA
Alcoa Corp
-9.99%
Shares54.8K
Event2026-06-30
Filed2026-08-05
RRC
Range Resources Corp
-0.45%
Shares75.3K
Event2026-06-30
Filed2026-08-05
TDC
Teradata Corp
New
Shares80.4K
Event2026-06-30
Filed2026-08-05
KEX
Kirby Corp
New
Shares20.4K
Event2026-06-30
Filed2026-08-05
OXY
Occidental Petroleum Corp
-0.32%
Shares56.9K
Event2026-06-30
Filed2026-08-05
RGLD
Royal Gold Inc
-1.71%
Shares13.6K
Event2026-06-30
Filed2026-08-05
REGN
Regeneron Pharmaceuticals
-2.23%
Shares4.3K
Event2026-06-30
Filed2026-08-05
LIT
Global X Lithium & Battery Tec
7.81%
Shares34.1K
Event2026-06-30
Filed2026-08-05
Progyny Inc
Progyny Inc
New
Shares91.6K
Event2026-06-30
Filed2026-08-05
DUK-PA
Duke Energy 5.750 Call 06/15/
New
Shares107.3K
Event2026-06-30
Filed2026-08-05
KTB
Kontoor Brands Inc
-8.19%
Shares31.2K
Event2026-06-30
Filed2026-08-05
UNF
Unifirst Corp Ma
-9.52%
Shares9.8K
Event2026-06-30
Filed2026-08-05
CNR
Core Natural Resources Inc
-0.20%
Shares32.4K
Event2026-06-30
Filed2026-08-05
IWP
Ishares Russell Mid-Cap Growth
New
Shares17.7K
Event2026-06-30
Filed2026-08-05
TOST
Toast Inc Cl A
107.54%
Shares93.0K
Event2026-06-30
Filed2026-08-05
GEV
Ge Vernova Inc
223.20%
Shares2.2K
Event2026-06-30
Filed2026-08-05
DAVE
Dave Inc Class A
41.84%
Shares6.9K
Event2026-06-30
Filed2026-08-05
VIAV
Viavi Solutions Inc
-7.98%
Shares53.5K
Event2026-06-30
Filed2026-08-05
CBT
Cabot Corp
-10.04%
Shares28.0K
Event2026-06-30
Filed2026-08-05
BLD
Topbuild Corp
-9.02%
Shares7.1K
Event2026-06-30
Filed2026-08-05
VCTR
Victory Capital Holdings INC C
-8.83%
Shares29.6K
Event2026-06-30
Filed2026-08-05
Ark Genomic Revolution Etf
Ark Genomic Revolution Etf
18.31%
Shares58.2K
Event2026-06-30
Filed2026-08-05
SNSR
Global X Internet Of Things Th
0.43%
Shares48.8K
Event2026-06-30
Filed2026-08-05
SIXG
ETF Ser Solution Defiance Next
-11.06%
Shares25.1K
Event2026-06-30
Filed2026-08-05
Antero Resources Corp
Antero Resources Corp
13.26%
Shares67.6K
Event2026-06-30
Filed2026-08-05
IYRI
Neos Real Estate High Income E
32.12%
Shares48.1K
Event2026-06-30
Filed2026-08-05
CNXN
PC Connection Inc
-7.53%
Shares32.3K
Event2026-06-30
Filed2026-08-05
NLR
Vaneck Uranium And Nuclear Etf
38.98%
Shares20.3K
Event2026-06-30
Filed2026-08-05
KOID
Kraneshares Global Humanoid Ro
New
Shares56.2K
Event2026-06-30
Filed2026-08-05
GRID
First Trust Nasdaq Clean Edge
12.45%
Shares12.0K
Event2026-06-30
Filed2026-08-05
BNL
Broadstone Net Lease Inc
-5.24%
Shares110.8K
Event2026-06-30
Filed2026-08-05
ACIW
ACI WORLDWIDE INC
-8.37%
Shares45.3K
Event2026-06-30
Filed2026-08-05
NEM
Newmont Corp
-1.92%
Shares24.2K
Event2026-06-30
Filed2026-08-05
ADEA
Adeia Inc
16.92%
Shares68.6K
Event2026-06-30
Filed2026-08-05
IWMI
Neos Russell 2000 High Income
31.25%
Shares42.2K
Event2026-06-30
Filed2026-08-05
SBIO
Alps Medical Breakthroughs Etf
15.95%
Shares34.0K
Event2026-06-30
Filed2026-08-05
VC
Visteon Corp New
-7.90%
Shares22.0K
Event2026-06-30
Filed2026-08-05
TTEK
Tetra Tech Inc
-10.94%
Shares74.9K
Event2026-06-30
Filed2026-08-05
Palantir Technologies Inc Cl A
Palantir Technologies Inc Cl A
375.33%
Shares18.4K
Event2026-06-30
Filed2026-08-05
AEM
Agnico Eagle Mines Ltd
-13.76%
Shares13.8K
Event2026-06-30
Filed2026-08-05
BTU
Peabody Energy Corp
2.22%
Shares92.2K
Event2026-06-30
Filed2026-08-05
UFPI
Ufp Industries Inc
-8.18%
Shares23.5K
Event2026-06-30
Filed2026-08-05
KN
Knowles Corp
14.95%
Shares51.1K
Event2026-06-30
Filed2026-08-05
BCO
BRINKS CO
New
Shares22.2K
Event2026-06-30
Filed2026-08-05
NTR
Nutrien Ltd
-0.84%
Shares33.1K
Event2026-06-30
Filed2026-08-05
PLMR
Palomar Holdings Inc
-6.90%
Shares16.5K
Event2026-06-30
Filed2026-08-05
SPG
Simon Property Group Inc
-1.09%
Shares9.2K
Event2026-06-30
Filed2026-08-05
NMIH
Nmi Holdings Inc Cl A
-7.27%
Shares50.0K
Event2026-06-30
Filed2026-08-05
KFY
KORN FERRY INTL
-8.80%
Shares30.8K
Event2026-06-30
Filed2026-08-05
LOPE
GRAND CANYON EDUCATION INC
New
Shares14.2K
Event2026-06-30
Filed2026-08-05
ALNT
Allient Inc
23.66%
Shares19.6K
Event2026-06-30
Filed2026-08-05
EEFT
EURONET WORLWIDE INC
-8.18%
Shares27.3K
Event2026-06-30
Filed2026-08-05
UTI
Universal Technical Inst Inc
17.25%
Shares46.6K
Event2026-06-30
Filed2026-08-05
MC
Moelis & Co Cl A
-8.34%
Shares30.4K
Event2026-06-30
Filed2026-08-05
LFST
Lifestance Health Group Inc
21.22%
Shares181.4K
Event2026-06-30
Filed2026-08-05
CRSP
Crispr Therapeutics Ag Namen A
39.81%
Shares35.4K
Event2026-06-30
Filed2026-08-05
Dexcom Inc
Dexcom Inc
-4.54%
Shares28.6K
Event2026-06-30
Filed2026-08-05
IOSP
Innospec Inc
-12.55%
Shares23.6K
Event2026-06-30
Filed2026-08-05
MILN
Global X Millennial Consumer E
19.89%
Shares44.2K
Event2026-06-30
Filed2026-08-05
FINX
Global X Fintech Thematic Etf
-13.64%
Shares77.5K
Event2026-06-30
Filed2026-08-05
EQX
Equinox Gold Corp
-2.57%
Shares194.0K
Event2026-06-30
Filed2026-08-05
AGI
Alamos Gold Inc Cl A
-0.99%
Shares61.7K
Event2026-06-30
Filed2026-08-05
ADUS
Addus Homecare Corp
-7.26%
Shares18.5K
Event2026-06-30
Filed2026-08-05
SHOP
Shopify Inc Cl A
163.29%
Shares16.3K
Event2026-06-30
Filed2026-08-05
AIR
Aar Corp
New
Shares13.0K
Event2026-06-30
Filed2026-08-05
AEROVIRONMENT INC
AEROVIRONMENT INC
-50.87%
Shares11.2K
Event2026-06-30
Filed2026-08-05
AZZ
AZZ INCORPORATED
41.66%
Shares11.9K
Event2026-06-30
Filed2026-08-05
PLOW
DOUGLAS DYNAMICS INC
New
Shares33.7K
Event2026-06-30
Filed2026-08-05
BLOK
Amplify Transformational Data
5.16%
Shares28.9K
Event2026-06-30
Filed2026-08-05
SEI
Solaris Energy Infrast Inc Cl
15.81%
Shares22.3K
Event2026-06-30
Filed2026-08-05
LAZ
Lazard Inc
-7.92%
Shares42.6K
Event2026-06-30
Filed2026-08-05
Tema Space Innovators Etf
Tema Space Innovators Etf
New
Shares58.3K
Event2026-06-30
Filed2026-08-05
MOS
Mosaic Co
-0.01%
Shares82.5K
Event2026-06-30
Filed2026-08-05
SBSW
Sibanye Stillwater Ltd Sp Adr
-1.52%
Shares204.2K
Event2026-06-30
Filed2026-08-05
VYM
Vanguard High Dividend Yield E
24.57%
Shares10.7K
Event2026-06-30
Filed2026-08-05
SCCO
Southern Copper Corp
-2.39%
Shares9.6K
Event2026-06-30
Filed2026-08-05
APAM
Artisan Partners Asset Mgmt In
-7.63%
Shares46.7K
Event2026-06-30
Filed2026-08-05
STOK
Stoke Therapeutics Inc
18.31%
Shares48.0K
Event2026-06-30
Filed2026-08-05
VALE
Vale Sa Sp Ads
-2.23%
Shares103.8K
Event2026-06-30
Filed2026-08-05
VSEC
Vse Corp
22.44%
Shares6.7K
Event2026-06-30
Filed2026-08-05
WT
WISDOMTREE INC
17.86%
Shares89.7K
Event2026-06-30
Filed2026-08-05
IMAX
Imax Corp
26.73%
Shares38.1K
Event2026-06-30
Filed2026-08-05
Space Exploration Technology C
Space Exploration Technology C
New
Shares8.9K
Event2026-06-30
Filed2026-08-05
SNDK
Sandisk Corp
26.91%
Shares665
Event2026-06-30
Filed2026-08-05
ATGE
Covista Inc Com
24.23%
Shares11.9K
Event2026-06-30
Filed2026-08-05
Nextera Energy Inc
Nextera Energy Inc
New
Shares16.7K
Event2026-06-30
Filed2026-08-05
SCHG
Schwab US Lg Cap ETF Growth
19.70%
Shares43.1K
Event2026-06-30
Filed2026-08-05
LPX
Louisiana Pac Corp
-1.52%
Shares18.1K
Event2026-06-30
Filed2026-08-05
CVCO
CAVCO INDS DEL
27.45%
Shares2.3K
Event2026-06-30
Filed2026-08-05
CTRE
Caretrust Reit Inc
-1.97%
Shares31.9K
Event2026-06-30
Filed2026-08-05
IVT
Inventrust Properties Corp New
-3.01%
Shares36.2K
Event2026-06-30
Filed2026-08-05
HST
Host Hotels & Resorts Inc
-3.12%
Shares54.1K
Event2026-06-30
Filed2026-08-05
AVPT
Avepoint Inc Cl A
35.28%
Shares114.0K
Event2026-06-30
Filed2026-08-05
URA
Global X Uranium Etf
31.57%
Shares28.7K
Event2026-06-30
Filed2026-08-05
PSA
Public Storage
-0.58%
Shares3.9K
Event2026-06-30
Filed2026-08-05
REG
Regency Centers Corp
-0.87%
Shares15.2K
Event2026-06-30
Filed2026-08-05
UNP
Union Pacific Corp
7.90%
Shares4.4K
Event2026-06-30
Filed2026-08-05
KIM-PM
Kimco Realty Corp 5.25 Dep M
New
Shares60.5K
Event2026-06-30
Filed2026-08-05
FR
FIRST INDL RLTY TR INC REIT
-1.46%
Shares19.4K
Event2026-06-30
Filed2026-08-05
EGP
Eastgroup Properties Inc
-0.40%
Shares5.7K
Event2026-06-30
Filed2026-08-05
Primoris Services Corp
Primoris Services Corp
34.52%
Shares11.6K
Event2026-06-30
Filed2026-08-05
Athene Holding Ltd 6.35 Dep 1/
Athene Holding Ltd 6.35 Dep 1/
New
Shares46.6K
Event2026-06-30
Filed2026-08-05
CPT
CAMDEN PROPERTY TRUST REIT S
0.15%
Shares9.6K
Event2026-06-30
Filed2026-08-05
AVB
Avalonbay Communities Inc
-0.03%
Shares5.8K
Event2026-06-30
Filed2026-08-05
JOBY
Joby Aviation Inc Common Stock
16.82%
Shares122.2K
Event2026-06-30
Filed2026-08-05
EQR
EQUITY RESIDENTIAL
-0.63%
Shares15.9K
Event2026-06-30
Filed2026-08-05
ADC
AGREE REALTY CORP REIT
-0.73%
Shares14.2K
Event2026-06-30
Filed2026-08-05
EPRT
Essential Properties Realty Tr
-0.73%
Shares35.4K
Event2026-06-30
Filed2026-08-05
IIPR
Innovative Industrial Properti
New
Shares17.1K
Event2026-06-30
Filed2026-08-05
MAA
Mid-America Apartment Communit
0.72%
Shares7.6K
Event2026-06-30
Filed2026-08-05
TRNO
Terreno Realty Corp
-1.14%
Shares16.1K
Event2026-06-30
Filed2026-08-05
CMS-PC
CMS Energy 4.2 Call 07/15/202
New
Shares61.2K
Event2026-06-30
Filed2026-08-05
ELS
Equity Lifestyle Properties In
-0.23%
Shares15.9K
Event2026-06-30
Filed2026-08-05
STAG
STAG INDUSTRIAL INC
-1.01%
Shares26.8K
Event2026-06-30
Filed2026-08-05
CUBE
CUBESMART
-0.61%
Shares25.6K
Event2026-06-30
Filed2026-08-05
PSA-PL
Public Storage 4.625 Dep Pfd L
New
Shares57.3K
Event2026-06-30
Filed2026-08-05
IWB
Ishares Russell 1000 Etf
New
Shares2.5K
Event2026-06-30
Filed2026-08-05
MET-PA
Metlife Fltg Rate Perpe 4 cal
New
Shares47.9K
Event2026-06-30
Filed2026-08-05
VRT
Vertiv Holdings Co Cl A
10.26%
Shares2.9K
Event2026-06-30
Filed2026-08-05
GS-PD
Goldman Sachs Group Inc D 1/10
New
Shares50.5K
Event2026-06-30
Filed2026-08-05
SCHA
Schwab Strat Tr ETF US Small C
15.02%
Shares26.2K
Event2026-06-30
Filed2026-08-05
MS-PA
Morgan Stanley Pfd A 1/1000
New
Shares49.4K
Event2026-06-30
Filed2026-08-05
EQIX
Equinix Inc
-64.05%
Shares890
Event2026-06-30
Filed2026-08-05
Simon Ppty Grp 8.375 Ser J
Simon Ppty Grp 8.375 Ser J
New
Shares16.6K
Event2026-06-30
Filed2026-08-05
Anglo American Plc Sp Adr
Anglo American Plc Sp Adr
New
Shares36.8K
Event2026-06-30
Filed2026-08-05
TFC-PI
Truist Financial Corp Dep Pfd
New
Shares49.5K
Event2026-06-30
Filed2026-08-05
VICI
Vici Properties Inc
New
Shares32.9K
Event2026-06-30
Filed2026-08-05
HURN
HURON CONSULTING GROUP
45.47%
Shares9.4K
Event2026-06-30
Filed2026-08-05
GLW
Corning Inc
10.30%
Shares3.3K
Event2026-06-30
Filed2026-08-05
CON
Concentra Group Holdings Paren
104.80%
Shares27.5K
Event2026-06-30
Filed2026-08-05
ADI
Analog Devices Inc
21.99%
Shares2.0K
Event2026-06-30
Filed2026-08-05
WELL
Welltower Inc Com
19.02%
Shares3.1K
Event2026-06-30
Filed2026-08-05
WDC
Western Digital Corp
10.60%
Shares1.1K
Event2026-06-30
Filed2026-08-05
CURB
Curbline Properties Corp
19.27%
Shares22.8K
Event2026-06-30
Filed2026-08-05
ECG
Everus Contruction Group
20.13%
Shares4.0K
Event2026-06-30
Filed2026-08-05
Q
Qnity Electronics Inc Common S
30.35%
Shares3.9K
Event2026-06-30
Filed2026-08-05
GE
General Electric Co New
36.20%
Shares1.6K
Event2026-06-30
Filed2026-08-05
Unitedhealth Group Inc
Unitedhealth Group Inc
37.06%
Shares1.4K
Event2026-06-30
Filed2026-08-05
DELL
Dell Technologies Inc Cl C
New
Shares1.4K
Event2026-06-30
Filed2026-08-05
MTB-PH
M & T Bank Corp Fix To Flt Pfd
New
Shares23.4K
Event2026-06-30
Filed2026-08-05
SOLS
Solstice Advanced Materials In
20.60%
Shares6.5K
Event2026-06-30
Filed2026-08-05
VSNT
Versant Media Group Inc Cl A
157.85%
Shares14.8K
Event2026-06-30
Filed2026-08-05
RAL
Ralliant Corp
31.88%
Shares7.2K
Event2026-06-30
Filed2026-08-05
SNPS
Synopsys Inc
24.34%
Shares1.1K
Event2026-06-30
Filed2026-08-05
MS
Morgan Stanley
New
Shares2.4K
Event2026-06-30
Filed2026-08-05
BTSG
Brightspring Health Services I
2.06%
Shares7.1K
Event2026-06-30
Filed2026-08-05
C
Citigroup Inc New
New
Shares3.5K
Event2026-06-30
Filed2026-08-05
DGII
DIGI INTL INC
2.16%
Shares6.4K
Event2026-06-30
Filed2026-08-05
KEYS
Keysight Technologies Inc
8.82%
Shares1.4K
Event2026-06-30
Filed2026-08-05
CMDB
Costamare Bulkers Holdings Ltd
30.39%
Shares26.7K
Event2026-06-30
Filed2026-08-05
Abbvie Inc
Abbvie Inc
New
Shares1.9K
Event2026-06-30
Filed2026-08-05
EMXC
Ishares Msci Emerging Markets
-19.63%
Shares4.5K
Event2026-06-30
Filed2026-08-05
BAC
Bank Of America Corp
-68.89%
Shares7.9K
Event2026-06-30
Filed2026-08-05
RNA
Atrium Therapeutics Inc
New
Shares33.3K
Event2026-06-30
Filed2026-08-05
Oracle Corp
Oracle Corp
85.96%
Shares3.0K
Event2026-06-30
Filed2026-08-05
COHR
Coherent Corp
9.96%
Shares1.1K
Event2026-06-30
Filed2026-08-05
MRP
Millrose Properties Inc Cl A
33.12%
Shares13.9K
Event2026-06-30
Filed2026-08-05
BHE
BENCHMARK ELECTRS INC
1.85%
Shares4.1K
Event2026-06-30
Filed2026-08-05
LLYVA
Liberty Live Holdings Inc Ser
31.66%
Shares3.9K
Event2026-06-30
Filed2026-08-05
FI
Fiserv Inc
-4.88%
Shares7.8K
Event2026-06-30
Filed2026-08-05
SEG
Seagate Entertainment
31.05%
Shares14.3K
Event2026-06-30
Filed2026-08-05
CM
Canadian Imp Bank Comm
7.68%
Shares3.3K
Event2026-06-30
Filed2026-08-05
SPMO
Invesco S&P 500 Momentum Etf
-0.31%
Shares2.3K
Event2026-06-30
Filed2026-08-05
SOLV
Solventum Corp
32.11%
Shares4.7K
Event2026-06-30
Filed2026-08-05
CSTM
Constellium Se Cl A
2.24%
Shares11.3K
Event2026-06-30
Filed2026-08-05
WS
Worthington Stl Inc
32.49%
Shares10.6K
Event2026-06-30
Filed2026-08-05
ACWI
Ishares Msci Acwi Index Fund
-86.10%
Shares2.3K
Event2026-06-30
Filed2026-08-05
TIGO
MILLICOM INTL CELLULAR
5.81%
Shares3.7K
Event2026-06-30
Filed2026-08-05
Snowflake Inc CL A
Snowflake Inc CL A
-12.20%
Shares1.3K
Event2026-06-30
Filed2026-08-05
GHM
GRAHAM CORP
-1.83%
Shares2.7K
Event2026-06-30
Filed2026-08-05
SNX
Td Synnex Corporation
New
Shares1.2K
Event2026-06-30
Filed2026-08-05
IWR
Ishares Russell Mid-Cap Etf
0.00%
Shares3.0K
Event2026-06-30
Filed2026-08-05
GS
Goldman Sachs Group Inc
New
Shares320
Event2026-06-30
Filed2026-08-05
Rtx Corporation Com
Rtx Corporation Com
New
Shares1.7K
Event2026-06-30
Filed2026-08-05
GTX
Garrett Motion Inc
New
Shares8.9K
Event2026-06-30
Filed2026-08-05
EZPW
Ezcorp Inc Cl A Non Vtg
2.20%
Shares9.3K
Event2026-06-30
Filed2026-08-05
FET
Forum Energy Technologies Inc
0.11%
Shares6.3K
Event2026-06-30
Filed2026-08-05
MAR
Marriott Intl Inc Cl A
New
Shares859
Event2026-06-30
Filed2026-08-05
OSCR
Oscar Health Inc Cl A
New
Shares11.0K
Event2026-06-30
Filed2026-08-05
AMTM
Amentum Holdings Inc
-23.02%
Shares15.1K
Event2026-06-30
Filed2026-08-05
MICC
Magnum Ice Cream Co Nv Ord
-7.46%
Shares17.9K
Event2026-06-30
Filed2026-08-05
SPDW
SPDR Portfolio Developed Word
New
Shares6.1K
Event2026-06-30
Filed2026-08-05
MYRG
Myr Group Inc
New
Shares604
Event2026-06-30
Filed2026-08-05
MCRI
Monarch Casino & Resort Inc
New
Shares2.3K
Event2026-06-30
Filed2026-08-05
JHG
Janus Henderson Grp PLC
3.68%
Shares5.7K
Event2026-06-30
Filed2026-08-05
RELY
Remitly Global Inc
New
Shares13.2K
Event2026-06-30
Filed2026-08-05
DHR
Danaher Corporation
30.06%
Shares1.5K
Event2026-06-30
Filed2026-08-05
Granite Construction Inc
Granite Construction Inc
New
Shares1.8K
Event2026-06-30
Filed2026-08-05
YOU
Clear Secure Inc Cl A
New
Shares5.1K
Event2026-06-30
Filed2026-08-05
GL
Globe Life Inc
New
Shares1.6K
Event2026-06-30
Filed2026-08-05
RHLD
Resolute Holdings Mgmt Inc
32.45%
Shares1.9K
Event2026-06-30
Filed2026-08-05
IOT
Samsara Inc Cl A
4.20%
Shares8.6K
Event2026-06-30
Filed2026-08-05
Adobe Systems Incorporated
Adobe Systems Incorporated
New
Shares1.3K
Event2026-06-30
Filed2026-08-05
BA
Boeing Co
New
Shares1.3K
Event2026-06-30
Filed2026-08-05
WTS
Watts Water Technologies Inc C
New
Shares695
Event2026-06-30
Filed2026-08-05
AIZ
ASSURANT INC
New
Shares1.0K
Event2026-06-30
Filed2026-08-05
AS
America Sports Inc
New
Shares8.0K
Event2026-06-30
Filed2026-08-05
ANAB
Anaptysbio Inc
-2.04%
Shares4.0K
Event2026-06-30
Filed2026-08-05
PATH
Uipath Inc Cl A
69.15%
Shares24.3K
Event2026-06-30
Filed2026-08-05
EAT
BRINKER INTL INC
New
Shares1.6K
Event2026-06-30
Filed2026-08-05
MDB
Mongodb Inc Cl A
-12.43%
Shares782
Event2026-06-30
Filed2026-08-05
OUT
Outfront Media Inc New
New
Shares7.9K
Event2026-06-30
Filed2026-08-05
KRT
Karat Packaging Inc
New
Shares7.7K
Event2026-06-30
Filed2026-08-05
Chubb Limited
Chubb Limited
New
Shares751
Event2026-06-30
Filed2026-08-05
LEA
Lear Corp New
New
Shares1.9K
Event2026-06-30
Filed2026-08-05
CL
Colgate Palmolive Co
New
Shares2.7K
Event2026-06-30
Filed2026-08-05
VVX
V2x Inc
1.85%
Shares3.2K
Event2026-06-30
Filed2026-08-05
CIEN
Ciena Corp New
New
Shares475
Event2026-06-30
Filed2026-08-05
MRAM
Everspin Technologies Inc
New
Shares9.3K
Event2026-06-30
Filed2026-08-05
AFL
Aflac Inc
-98.99%
Shares1.9K
Event2026-06-30
Filed2026-08-05
GLIBA
Liberty Cap Corp Ser A Gci Gro
33.55%
Shares10.2K
Event2026-06-30
Filed2026-08-05
WFC
Wells Fargo Co
New
Shares2.7K
Event2026-06-30
Filed2026-08-05
LINC
Lincoln Educational Services C
New
Shares4.3K
Event2026-06-30
Filed2026-08-05
NVT
Nvent Electric Plc
New
Shares1.2K
Event2026-06-30
Filed2026-08-05
STNG
Scorpio Tankers Inc
1.80%
Shares2.9K
Event2026-06-30
Filed2026-08-05
Daiwa Secs Grp Inc Sponsored A
Daiwa Secs Grp Inc Sponsored A
New
Shares11.4K
Event2026-06-30
Filed2026-08-05
L Y Corporation Unsponsored Ad
L Y Corporation Unsponsored Ad
New
Shares10.5K
Event2026-06-30
Filed2026-08-05

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Moran Wealth Management, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo