Moran Wealth Management, LLC

CIK 1965334 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $3.3B
every reported holding for this filer and quarter, including ones with no disclosed value: 780
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 86
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 97

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated	Prev value	Curr value	Prev shares	Curr shares
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12827` · issuer key `iss:323`	TRIM	−$12.4M	−15,837	$71.0M	$58.6M	205,123	189,286
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10128` · issuer key `iss:1413`	TRIM	−$8.6M	−10,936	$64.2M	$55.6M	73,069	62,133
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15642` · issuer key `iss:1334`	TRIM	−$4.5M	−3,765	$59.1M	$54.6M	316,914	313,149
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SHS · position key `pos:14081` · issuer key `iss:2235`	TRIM	+$1.7M	−3,775	$46.4M	$48.1M	119,149	115,374
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12449` · issuer key `iss:621`	ADD	+$13.2M	+11,862	$30.5M	$43.7M	290,119	301,981
—	share class as filed: S&P500 EQL WGT · position key `pos:15152` · issuer key `iss:1000`	ADD	+$40.8M	+212,819	$906K	$41.8M	4,730	217,549
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SPONSORED ADS · position key `pos:17467` · issuer key `iss:1751`	TRIM	−$6.0M	−33,539	$47.6M	$41.5M	156,484	122,945
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14429` · issuer key `iss:923`	TRIM	+$73.9K	−19,252	$36.4M	$36.4M	177,308	158,056
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11825` · issuer key `iss:1225`	TRIM	−$13.0M	−5,342	$46.9M	$33.9M	96,999	91,657
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13432` · issuer key `iss:411`	TRIM	+$1.7M	−8,307	$31.9M	$33.5M	55,630	47,323
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11774` · issuer key `iss:1974`	TRIM	−$3.9M	−25,393	$35.4M	$31.5M	197,953	172,560
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16809` · issuer key `iss:119`	ADD	−$1.6M	+3,240	$32.9M	$31.3M	67,172	70,412
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16441` · issuer key `iss:16`	TRIM	+$3.8M	−17,860	$25.5M	$29.3M	1,028,474	1,010,614
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:11897` · issuer key `iss:2010`	ADD	+$3.7M	+44,563	$25.5M	$29.2M	202,741	247,304
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11814` · issuer key `iss:371`	TRIM	−$8.8M	−16,671	$37.9M	$29.0M	121,183	104,512
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17674` · issuer key `iss:728`	TRIM	+$1.3M	−13,113	$25.5M	$26.8M	88,367	75,254
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17751` · issuer key `iss:1214`	TRIM	+$1.6M	−16,677	$24.9M	$26.5M	236,969	220,292
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12131` · issuer key `iss:1401`	TRIM	−$404K	−15,804	$26.0M	$25.6M	237,209	221,405
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM CL A · position key `pos:12848` · issuer key `iss:1921`	ADD	+$3.5M	+21,672	$22.1M	$25.6M	62,912	84,584
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:18039` · issuer key `iss:1025`	TRIM	−$3.2M	−2,422	$28.7M	$25.5M	89,207	86,785

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

450 issuers · 780 rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for BROADCOM INC, as it reported them
BROADCOM INC · COM CUSIP — src ↗	$58.1M	187,871
BROADCOM INC · COM CUSIP — src ↗	$438K	1,415

$58.6M

189,286

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PARKER-HANNIFIN CORP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for PARKER-HANNIFIN CORP, as it reported them
PARKER-HANNIFIN CORP · COM CUSIP — src ↗	$55.5M	62,007
PARKER-HANNIFIN CORP · COM CUSIP — src ↗	$113K	126

$55.6M

62,133

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for NVIDIA CORPORATION, as it reported them
NVIDIA CORPORATION · COM CUSIP — src ↗	$50.6M	290,153
NVIDIA CORPORATION · COM CUSIP — src ↗	$4.0M	22,996

$54.6M

313,149

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRANE TECHNOLOGIES PLC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for TRANE TECHNOLOGIES PLC, as it reported them
TRANE TECHNOLOGIES PLC · SHS CUSIP — src ↗	$48.0M	115,231
TRANE TECHNOLOGIES PLC · SHS CUSIP — src ↗	$59.6K	143

$48.1M

115,374

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 4 reported rows

Rows Moran Wealth Management, LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$22.7M	78,948
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$21.4M	74,587
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$1.0M	3,585
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$683K	2,381

$45.8M

159,501

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EOG RES INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for EOG RES INC, as it reported them
EOG RES INC · COM CUSIP — src ↗	$43.6M	301,649
EOG RES INC · COM CUSIP — src ↗	$48.0K	332

$43.7M

301,981

1.3%

—

INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP —
2026-03-31 filed 2026-04-27 +27d

src ↗

ticker not yet mapped

$41.8M

217,549

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for TAIWAN SEMICONDUCTOR MANUFAC, as it reported them
TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP — src ↗	$41.4M	122,486
TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP — src ↗	$155K	459

$41.5M

122,945

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOWMET AEROSPACE INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for HOWMET AEROSPACE INC, as it reported them
HOWMET AEROSPACE INC · COM CUSIP — src ↗	$36.3M	157,564
HOWMET AEROSPACE INC · COM CUSIP — src ↗	$113K	492

$36.4M

158,056

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for MICROSOFT CORP, as it reported them
MICROSOFT CORP · COM CUSIP — src ↗	$32.8M	88,644
MICROSOFT CORP · COM CUSIP — src ↗	$1.1M	3,013

$33.9M

91,657

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for CATERPILLAR INC, as it reported them
CATERPILLAR INC · COM CUSIP — src ↗	$33.3M	47,018
CATERPILLAR INC · COM CUSIP — src ↗	$216K	305

$33.5M

47,323

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WILLIAMS SONOMA INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for WILLIAMS SONOMA INC, as it reported them
WILLIAMS SONOMA INC · COM CUSIP — src ↗	$31.4M	172,027
WILLIAMS SONOMA INC · COM CUSIP — src ↗	$97.2K	533

$31.5M

172,560

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERIPRISE FINL INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for AMERIPRISE FINL INC, as it reported them
AMERIPRISE FINL INC · COM CUSIP — src ↗	$31.3M	70,336
AMERIPRISE FINL INC · COM CUSIP — src ↗	$33.8K	76

$31.3M

70,412

1.0%

—

ISHARES INC

3 positions · 3 reported rows

Rows Moran Wealth Management, LLC reported for ISHARES INC, as it reported them
ISHARES INC · MSCI BRAZIL ETF CUSIP 464286400 src ↗	$13.7M	356,584
ISHARES INC · MSCI SPAIN ETF CUSIP 464286764 src ↗	$9.0M	165,996
ISHARES INC · MSCI BELGIUM ETF CUSIP 464286301 src ↗	$8.3M	342,921

ticker not yet mapped

$31.0M

865,501

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AT&T INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for AT&T INC, as it reported them
AT&T INC · COM CUSIP — src ↗	$29.2M	1,008,473
AT&T INC · COM CUSIP — src ↗	$62.1K	2,141

$29.3M

1,010,614

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ZOETIS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for ZOETIS INC, as it reported them
ZOETIS INC · CL A CUSIP — src ↗	$29.2M	247,230
ZOETIS INC · CL A CUSIP — src ↗	$8.7K	74

$29.2M

247,304

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CADENCE DESIGN SYSTEM INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for CADENCE DESIGN SYSTEM INC, as it reported them
CADENCE DESIGN SYSTEM INC · COM CUSIP — src ↗	$29.0M	104,279
CADENCE DESIGN SYSTEM INC · COM CUSIP — src ↗	$64.7K	233

$29.0M

104,512

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FEDEX CORP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for FEDEX CORP, as it reported them
FEDEX CORP · COM CUSIP — src ↗	$26.8M	75,106
FEDEX CORP · COM CUSIP — src ↗	$52.7K	148

$26.8M

75,254

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for MERCK & CO INC, as it reported them
MERCK & CO INC · COM CUSIP — src ↗	$26.1M	216,690
MERCK & CO INC · COM CUSIP — src ↗	$433K	3,602

$26.5M

220,292

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PACCAR INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for PACCAR INC, as it reported them
PACCAR INC · COM CUSIP — src ↗	$25.5M	221,078
PACCAR INC · COM CUSIP — src ↗	$37.8K	327

$25.6M

221,405

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for VISA INC, as it reported them
VISA INC · COM CL A CUSIP — src ↗	$25.4M	84,000
VISA INC · COM CL A CUSIP — src ↗	$177K	584

$25.6M

84,584

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for JPMORGAN CHASE & CO, as it reported them
JPMORGAN CHASE & CO · COM CUSIP — src ↗	$25.1M	85,309
JPMORGAN CHASE & CO · COM CUSIP — src ↗	$434K	1,476

$25.5M

86,785

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for LINDE PLC, as it reported them
LINDE PLC · SHS CUSIP — src ↗	$25.4M	51,227
LINDE PLC · SHS CUSIP — src ↗	$96.2K	194

$25.5M

51,421

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOCKHEED MARTIN CORP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for LOCKHEED MARTIN CORP, as it reported them
LOCKHEED MARTIN CORP · COM CUSIP — src ↗	$25.2M	41,673
LOCKHEED MARTIN CORP · COM CUSIP — src ↗	$38.1K	63

$25.2M

41,736

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for AMPHENOL CORP, as it reported them
AMPHENOL CORP · CL A CUSIP — src ↗	$24.7M	195,331
AMPHENOL CORP · CL A CUSIP — src ↗	$70.3K	556

$24.8M

195,887

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETAPP INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for NETAPP INC, as it reported them
NETAPP INC · COM CUSIP — src ↗	$23.0M	224,938
NETAPP INC · COM CUSIP — src ↗	$38.1K	372

$23.1M

225,310

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CME GROUP INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for CME GROUP INC, as it reported them
CME GROUP INC · COM CUSIP — src ↗	$22.9M	77,406
CME GROUP INC · COM CUSIP — src ↗	$17.4K	59

$22.9M

77,465

0.7%

—

GLOBAL X FDS

7 positions · 8 reported rows

Rows Moran Wealth Management, LLC reported for GLOBAL X FDS, as it reported them
GLOBAL X FDS · GLBX MSCI COLUM CUSIP 37954Y327 src ↗	$11.7M	294,591
GLOBAL X FDS · LITHIUM BTRY ETF CUSIP 37954Y855 src ↗	$2.4M	31,612
GLOBAL X FDS · ARTIFICIAL ETF CUSIP 37954Y632 src ↗	$2.2M	47,341
GLOBAL X FDS · FINTECH ETF CUSIP 37954Y814 src ↗	$2.1M	89,744
GLOBAL X FDS · INTERNET OF THNG CUSIP 37954Y780 src ↗	$1.8M	48,603
GLOBAL X FDS · MILLENNIAL CONSU CUSIP 37954Y764 src ↗	$1.5M	36,869
GLOBAL X FDS · GLOBAL X URANIUM CUSIP 37954Y871 src ↗	$1.1M	21,848
GLOBAL X FDS · GLBX MSCI COLUM CUSIP 37954Y327 src ↗	$10.3K	260

ticker not yet mapped

$22.7M

570,868

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARISTA NETWORKS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for ARISTA NETWORKS INC, as it reported them
ARISTA NETWORKS INC · COM SHS CUSIP — src ↗	$22.3M	181,823
ARISTA NETWORKS INC · COM SHS CUSIP — src ↗	$96.0K	782

$22.4M

182,605

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for JOHNSON & JOHNSON, as it reported them
JOHNSON & JOHNSON · COM CUSIP — src ↗	$22.0M	90,182
JOHNSON & JOHNSON · COM CUSIP — src ↗	$176K	721

$22.2M

90,903

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TEXAS INSTRS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for TEXAS INSTRS INC, as it reported them
TEXAS INSTRS INC · COM CUSIP — src ↗	$21.7M	111,717
TEXAS INSTRS INC · COM CUSIP — src ↗	$56.5K	291

$21.7M

112,008

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

REPUBLIC SVCS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for REPUBLIC SVCS INC, as it reported them
REPUBLIC SVCS INC · COM CUSIP — src ↗	$21.4M	97,927
REPUBLIC SVCS INC · COM CUSIP — src ↗	$34.8K	159

$21.5M

98,086

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROGRESSIVE CORP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for PROGRESSIVE CORP, as it reported them
PROGRESSIVE CORP · COM CUSIP — src ↗	$21.3M	107,548
PROGRESSIVE CORP · COM CUSIP — src ↗	$20.8K	105

$21.3M

107,653

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for CISCO SYS INC, as it reported them
CISCO SYS INC · COM CUSIP — src ↗	$21.2M	272,841
CISCO SYS INC · COM CUSIP — src ↗	$162K	2,084

$21.3M

274,925

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUEST DIAGNOSTICS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for QUEST DIAGNOSTICS INC, as it reported them
QUEST DIAGNOSTICS INC · COM CUSIP — src ↗	$21.2M	108,177
QUEST DIAGNOSTICS INC · COM CUSIP — src ↗	$34.1K	174

$21.2M

108,351

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CASEYS GEN STORES INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for CASEYS GEN STORES INC, as it reported them
CASEYS GEN STORES INC · COM CUSIP — src ↗	$20.8M	28,610
CASEYS GEN STORES INC · COM CUSIP — src ↗	$12.4K	17

$20.8M

28,627

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AFLAC INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for AFLAC INC, as it reported them
AFLAC INC · COM CUSIP — src ↗	$20.6M	187,498
AFLAC INC · COM CUSIP — src ↗	$88.5K	807

$20.7M

188,305

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for META PLATFORMS INC, as it reported them
META PLATFORMS INC · CL A CUSIP — src ↗	$20.1M	35,193
META PLATFORMS INC · CL A CUSIP — src ↗	$444K	776

$20.6M

35,969

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCKESSON CORP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for MCKESSON CORP, as it reported them
MCKESSON CORP · COM CUSIP — src ↗	$20.0M	23,131
MCKESSON CORP · COM CUSIP — src ↗	$247K	286

$20.3M

23,417

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MOTOROLA SOLUTIONS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for MOTOROLA SOLUTIONS INC, as it reported them
MOTOROLA SOLUTIONS INC · COM NEW CUSIP — src ↗	$20.2M	46,482
MOTOROLA SOLUTIONS INC · COM NEW CUSIP — src ↗	$52.5K	121

$20.2M

46,603

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for WALMART INC, as it reported them
WALMART INC · COM CUSIP — src ↗	$19.9M	159,815
WALMART INC · COM CUSIP — src ↗	$176K	1,416

$20.0M

161,231

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for EATON CORP PLC, as it reported them
EATON CORP PLC · SHS CUSIP — src ↗	$19.4M	54,260
EATON CORP PLC · SHS CUSIP — src ↗	$60.1K	168

$19.5M

54,428

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for PROCTER & GAMBLE CO, as it reported them
PROCTER & GAMBLE CO · COM CUSIP — src ↗	$19.3M	133,943
PROCTER & GAMBLE CO · COM CUSIP — src ↗	$94.8K	656

$19.4M

134,599

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for AMAZON COM INC, as it reported them
AMAZON COM INC · COM CUSIP — src ↗	$18.3M	88,084
AMAZON COM INC · COM CUSIP — src ↗	$873K	4,192

$19.2M

92,276

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for LAM RESEARCH CORP, as it reported them
LAM RESEARCH CORP · COM NEW CUSIP — src ↗	$18.9M	88,438
LAM RESEARCH CORP · COM NEW CUSIP — src ↗	$82.7K	387

$19.0M

88,825

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for CHEVRON CORPORATION, as it reported them
CHEVRON CORPORATION · COM CUSIP — src ↗	$18.6M	89,977
CHEVRON CORPORATION · COM CUSIP — src ↗	$88.8K	429

$18.7M

90,406

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KROGER CO

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for KROGER CO, as it reported them
KROGER CO · COM CUSIP — src ↗	$18.5M	256,257
KROGER CO · COM CUSIP — src ↗	$23.2K	320

$18.6M

256,577

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CENCORA INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for CENCORA INC, as it reported them
CENCORA INC · COM CUSIP — src ↗	$18.4M	58,670
CENCORA INC · COM CUSIP — src ↗	$48.4K	154

$18.5M

58,824

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PULTE GROUP INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for PULTE GROUP INC, as it reported them
PULTE GROUP INC · COM CUSIP — src ↗	$18.4M	156,767
PULTE GROUP INC · COM CUSIP — src ↗	$33.5K	285

$18.5M

157,052

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUANTA SVCS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for QUANTA SVCS INC, as it reported them
QUANTA SVCS INC · COM CUSIP — src ↗	$18.2M	33,168
QUANTA SVCS INC · COM CUSIP — src ↗	$116K	211

$18.3M

33,379

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IRON MTN INC DEL

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for IRON MTN INC DEL, as it reported them
IRON MTN INC DEL · COM CUSIP — src ↗	$17.7M	173,076
IRON MTN INC DEL · COM CUSIP — src ↗	$29.0K	284

$17.7M

173,360

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTEC INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for MASTEC INC, as it reported them
MASTEC INC · COM CUSIP — src ↗	$17.6M	54,667
MASTEC INC · COM CUSIP — src ↗	$108K	337

$17.7M

55,004

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for AMERICAN EXPRESS CO, as it reported them
AMERICAN EXPRESS CO · COM CUSIP — src ↗	$17.5M	57,782
AMERICAN EXPRESS CO · COM CUSIP — src ↗	$95.4K	315

$17.6M

58,097

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for APPLIED MATLS INC, as it reported them
APPLIED MATLS INC · COM CUSIP — src ↗	$17.2M	50,396
APPLIED MATLS INC · COM CUSIP — src ↗	$197K	575

$17.4M

50,971

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GARMIN LTD

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for GARMIN LTD, as it reported them
GARMIN LTD · SHS CUSIP — src ↗	$17.4M	74,898
GARMIN LTD · SHS CUSIP — src ↗	$34.1K	147

$17.4M

75,045

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MONOLITHIC PWR SYS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for MONOLITHIC PWR SYS INC, as it reported them
MONOLITHIC PWR SYS INC · COM CUSIP — src ↗	$17.2M	15,706
MONOLITHIC PWR SYS INC · COM CUSIP — src ↗	$20.8K	19

$17.2M

15,725

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EMCOR GROUP INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for EMCOR GROUP INC, as it reported them
EMCOR GROUP INC · COM CUSIP — src ↗	$16.3M	22,074
EMCOR GROUP INC · COM CUSIP — src ↗	$30.3K	41

$16.3M

22,115

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$15.8M	33,025
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$317K	661

$16.1M

33,686

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PENSKE AUTOMOTIVE GRP INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for PENSKE AUTOMOTIVE GRP INC, as it reported them
PENSKE AUTOMOTIVE GRP INC · COM CUSIP — src ↗	$16.0M	107,135
PENSKE AUTOMOTIVE GRP INC · COM CUSIP — src ↗	$11.2K	75

$16.0M

107,210

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for LOWES COS INC, as it reported them
LOWES COS INC · COM CUSIP — src ↗	$15.8M	66,902
LOWES COS INC · COM CUSIP — src ↗	$35.9K	152

$15.8M

67,054

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUIT

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for INTUIT, as it reported them
INTUIT · COM CUSIP — src ↗	$15.6M	36,076
INTUIT · COM CUSIP — src ↗	$77.8K	180

$15.7M

36,256

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKSTONE INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for BLACKSTONE INC, as it reported them
BLACKSTONE INC · COM CUSIP — src ↗	$15.6M	135,533
BLACKSTONE INC · COM CUSIP — src ↗	$73.6K	640

$15.7M

136,173

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COMFORT SYS USA INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for COMFORT SYS USA INC, as it reported them
COMFORT SYS USA INC · COM CUSIP — src ↗	$15.6M	11,318
COMFORT SYS USA INC · COM CUSIP — src ↗	$49.6K	36

$15.7M

11,354

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for PEPSICO INC, as it reported them
PEPSICO INC · COM CUSIP — src ↗	$15.1M	97,320
PEPSICO INC · COM CUSIP — src ↗	$235K	1,516

$15.3M

98,836

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WABTEC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for WABTEC, as it reported them
WABTEC · COM CUSIP — src ↗	$15.2M	60,804
WABTEC · COM CUSIP — src ↗	$64.5K	258

$15.3M

61,062

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for COSTCO WHOLESALE CORPORATION, as it reported them
COSTCO WHOLESALE CORPORATION · COM CUSIP — src ↗	$15.1M	15,125
COSTCO WHOLESALE CORPORATION · COM CUSIP — src ↗	$172K	173

$15.2M

15,298

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KLA CORP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for KLA CORP, as it reported them
KLA CORP · COM NEW CUSIP — src ↗	$15.0M	10,216
KLA CORP · COM NEW CUSIP — src ↗	$86.9K	59

$15.1M

10,275

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STIFEL FINL CORP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for STIFEL FINL CORP, as it reported them
STIFEL FINL CORP · COM CUSIP — src ↗	$15.1M	204,095
STIFEL FINL CORP · COM CUSIP — src ↗	$20.5K	277

$15.1M

204,372

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TECHNIPFMC PLC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for TECHNIPFMC PLC, as it reported them
TECHNIPFMC PLC · COM CUSIP — src ↗	$14.5M	210,322
TECHNIPFMC PLC · COM CUSIP — src ↗	$12.9K	186

$14.6M

210,508

0.4%

—

PETROLEO BRASILEIRO S A

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for PETROLEO BRASILEIRO S A, as it reported them
PETROLEO BRASILEIRO S A · SPONSORED ADR CUSIP — src ↗	$14.5M	698,471
PETROLEO BRASILEIRO S A · SPONSORED ADR CUSIP — src ↗	$20.6K	994

ticker not yet mapped

$14.5M

699,465

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for MASTERCARD INCORPORATED, as it reported them
MASTERCARD INCORPORATED · CL A CUSIP — src ↗	$14.3M	28,657
MASTERCARD INCORPORATED · CL A CUSIP — src ↗	$73.0K	146

$14.4M

28,803

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SBA COMMUNICATIONS CORP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for SBA COMMUNICATIONS CORP, as it reported them
SBA COMMUNICATIONS CORP · CL A CUSIP — src ↗	$14.0M	81,580
SBA COMMUNICATIONS CORP · CL A CUSIP — src ↗	$5.3K	31

$14.0M

81,611

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROLLINS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for ROLLINS INC, as it reported them
ROLLINS INC · COM CUSIP — src ↗	$14.0M	261,448
ROLLINS INC · COM CUSIP — src ↗	$2.2K	41

$14.0M

261,489

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SS&C TECH HLDGS

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for SS&C TECH HLDGS, as it reported them
SS&C TECH HLDGS · COM CUSIP — src ↗	$13.9M	205,488
SS&C TECH HLDGS · COM CUSIP — src ↗	$27.2K	402

$13.9M

205,890

0.4%

—

VANGUARD WHITEHALL FDS

2 positions · 2 reported rows

Rows Moran Wealth Management, LLC reported for VANGUARD WHITEHALL FDS, as it reported them
VANGUARD WHITEHALL FDS · INTL HIGH ETF CUSIP — src ↗	$12.5M	132,834
VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP — src ↗	$1.3M	8,551

ticker not yet mapped

$13.8M

141,385

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INGERSOLL RAND INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for INGERSOLL RAND INC, as it reported them
INGERSOLL RAND INC · COM CUSIP — src ↗	$13.7M	171,000
INGERSOLL RAND INC · COM CUSIP — src ↗	$42.3K	528

$13.7M

171,528

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IQVIA HLDGS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for IQVIA HLDGS INC, as it reported them
IQVIA HLDGS INC · COM CUSIP — src ↗	$13.7M	80,417
IQVIA HLDGS INC · COM CUSIP — src ↗	$2.9K	17

$13.7M

80,434

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPOTIFY TECHNOLOGY S A

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for SPOTIFY TECHNOLOGY S A, as it reported them
SPOTIFY TECHNOLOGY S A · SHS CUSIP — src ↗	$13.6M	27,999
SPOTIFY TECHNOLOGY S A · SHS CUSIP — src ↗	$26.2K	54

$13.6M

28,053

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for APPLE INC, as it reported them
APPLE INC · COM CUSIP — src ↗	$11.3M	44,474
APPLE INC · COM CUSIP — src ↗	$2.1M	8,446

$13.4M

52,920

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for HOME DEPOT INC, as it reported them
HOME DEPOT INC · COM CUSIP — src ↗	$13.2M	40,008
HOME DEPOT INC · COM CUSIP — src ↗	$131K	399

$13.3M

40,407

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THE CIGNA GROUP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for THE CIGNA GROUP, as it reported them
THE CIGNA GROUP · COM CUSIP — src ↗	$12.9M	48,284
THE CIGNA GROUP · COM CUSIP — src ↗	$24.3K	91

$12.9M

48,375

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MEDTRONIC PLC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for MEDTRONIC PLC, as it reported them
MEDTRONIC PLC · SHS CUSIP — src ↗	$12.7M	146,516
MEDTRONIC PLC · SHS CUSIP — src ↗	$1.5K	17

$12.7M

146,533

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for EXXON MOBIL CORP, as it reported them
EXXON MOBIL CORP · COM CUSIP — src ↗	$12.3M	72,458
EXXON MOBIL CORP · COM CUSIP — src ↗	$351K	2,067

$12.6M

74,525

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TOLL BROTHERS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for TOLL BROTHERS INC, as it reported them
TOLL BROTHERS INC · COM CUSIP — src ↗	$12.2M	89,425
TOLL BROTHERS INC · COM CUSIP — src ↗	$8.6K	63

$12.2M

89,488

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WILLIAMS COS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for WILLIAMS COS INC, as it reported them
WILLIAMS COS INC · COM CUSIP — src ↗	$12.1M	166,445
WILLIAMS COS INC · COM CUSIP — src ↗	$3.7K	51

$12.1M

166,496

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MONSTER BEVERAGE CORP NEW

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for MONSTER BEVERAGE CORP NEW, as it reported them
MONSTER BEVERAGE CORP NEW · COM CUSIP — src ↗	$12.0M	165,480
MONSTER BEVERAGE CORP NEW · COM CUSIP — src ↗	$39.1K	540

$12.0M

166,020

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALO ALTO NETWORKS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for PALO ALTO NETWORKS INC, as it reported them
PALO ALTO NETWORKS INC · COM CUSIP — src ↗	$11.8M	73,343
PALO ALTO NETWORKS INC · COM CUSIP — src ↗	$46.7K	291

$11.8M

73,634

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ITT INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for ITT INC, as it reported them
ITT INC · COM CUSIP — src ↗	$11.7M	61,368
ITT INC · COM CUSIP — src ↗	$56.8K	298

$11.7M

61,666

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PRICE T ROWE GROUP INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for PRICE T ROWE GROUP INC, as it reported them
PRICE T ROWE GROUP INC · COM CUSIP — src ↗	$11.5M	127,924
PRICE T ROWE GROUP INC · COM CUSIP — src ↗	$8.3K	92

$11.5M

128,016

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC.

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for NETFLIX INC., as it reported them
NETFLIX INC. · COM CUSIP — src ↗	$11.3M	117,442
NETFLIX INC. · COM CUSIP — src ↗	$114K	1,183

$11.4M

118,625

0.3%

—

SCHWAB STRATEGIC TR

3 positions · 3 reported rows

Rows Moran Wealth Management, LLC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$9.6M	314,445
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$1.0M	35,992
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$662K	22,751

ticker not yet mapped

$11.4M

373,188

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SYSCO CORP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for SYSCO CORP, as it reported them
SYSCO CORP · COM CUSIP — src ↗	$11.3M	158,752
SYSCO CORP · COM CUSIP — src ↗	$28.7K	402

$11.4M

159,154

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PACKAGING CORP AMER

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for PACKAGING CORP AMER, as it reported them
PACKAGING CORP AMER · COM CUSIP — src ↗	$11.3M	53,258
PACKAGING CORP AMER · COM CUSIP — src ↗	$34.2K	161

$11.3M

53,419

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERACTIVE BROKERS GROUP IN

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for INTERACTIVE BROKERS GROUP IN, as it reported them
INTERACTIVE BROKERS GROUP IN · COM CL A CUSIP — src ↗	$11.1M	165,892
INTERACTIVE BROKERS GROUP IN · COM CL A CUSIP — src ↗	$6.3K	94

$11.1M

165,986

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPROUTS FMRS MKT INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for SPROUTS FMRS MKT INC, as it reported them
SPROUTS FMRS MKT INC · COM CUSIP — src ↗	$11.1M	143,383
SPROUTS FMRS MKT INC · COM CUSIP — src ↗	$35.4K	459

$11.1M

143,842

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADRIDGE FINL SOLUTIONS IN

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for BROADRIDGE FINL SOLUTIONS IN, as it reported them
BROADRIDGE FINL SOLUTIONS IN · COM CUSIP — src ↗	$11.0M	67,793
BROADRIDGE FINL SOLUTIONS IN · COM CUSIP — src ↗	$50.7K	312

$11.1M

68,105

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BHP BILLITON LIMITED

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for BHP BILLITON LIMITED, as it reported them
BHP BILLITON LIMITED · SPONSORED ADS CUSIP — src ↗	$11.0M	151,731
BHP BILLITON LIMITED · SPONSORED ADS CUSIP — src ↗	$16.4K	225

$11.1M

151,956

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CORPAY INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for CORPAY INC, as it reported them
CORPAY INC · COM SHS CUSIP — src ↗	$11.0M	37,839
CORPAY INC · COM SHS CUSIP — src ↗	$8.7K	30

$11.0M

37,869

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RIO TINTO PLC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for RIO TINTO PLC, as it reported them
RIO TINTO PLC · SPONSORED ADR CUSIP — src ↗	$11.0M	117,691
RIO TINTO PLC · SPONSORED ADR CUSIP — src ↗	$13.3K	143

$11.0M

117,834

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BARRICK MNG CORP · COM SHS CUSIP —
2026-03-31 filed 2026-04-27 +27d

src ↗

$10.9M

267,263

0.3%

1–20 of the 100 issuers on this page

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 26.0%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 55 bpsbelow median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 780 / 780median book 97.5 positions

571 quarter-over-quarter rows

Filing history

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

Open Moran Wealth Management, LLC's 13F filings on SEC EDGAR ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.