Moran Wealth Management, LLC
Holdings in SF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $11,427,910 | 136,894 | Shares | Defined | 2026-01-26 |
| 2025-09-30 | $10,095,959 | 133,462 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $7,565,150 | 109,344 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $6,799,853 | 108,209 | Shares | Sole | 2025-04-23 |