Moran Wealth Management 13F annual report
Moran Wealth Management is an investment fund managing more than $2.58 trillion ran by Ashley Buboltz. There are currently 361 companies in Mrs. Buboltz’s portfolio. The largest investments include Cadence Design System Inc and Novo-nordisk A S, together worth $84.5 billion.
Limited to 30 biggest holdings
$2.58 trillion Assets Under Management (AUM)
As of 6th November 2023, Moran Wealth Management’s top holding is 185,821 shares of Cadence Design System Inc currently worth over $43.5 billion and making up 1.7% of the portfolio value.
In addition, the fund holds 450,596 shares of Novo-nordisk A S worth $41 billion.
The third-largest holding is Parker-Hannifin worth $40.7 billion and the next is Merck & Co Inc worth $40.7 billion, with 395,415 shares owned.
Currently, Moran Wealth Management's portfolio is worth at least $2.58 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Moran Wealth Management
The Moran Wealth Management office and employees reside in Naples, Florida. According to the last 13-F report filed with the SEC, Ashley Buboltz serves as the CCO at Moran Wealth Management.
Recent trades
In the most recent 13F filing, Moran Wealth Management revealed that it had opened a new position in
Linde Plc and bought 78,093 shares worth $29.1 billion.
This means they effectively own approximately 0.1% of the company.
Linde Plc makes up
21.3%
of the fund's Materials sector allocation and has decreased its share price by approximately 0.1% in the past year.
The investment fund also strengthened its position in Novo-nordisk A S by buying
203,186 additional shares.
This makes their stake in Novo-nordisk A S total 450,596 shares worth $41 billion.
On the other hand, there are companies that Moran Wealth Management is getting rid of from its portfolio.
Moran Wealth Management closed its position in Spdr Ser Tr on 13th November 2023.
It sold the previously owned 2,490,242 shares for $112 billion.
Ashley Buboltz also disclosed a decreased stake in Cadence Design System Inc by 0.1%.
This leaves the value of the investment at $43.5 billion and 185,821 shares.
One of the largest hedge funds
The two most similar investment funds to Moran Wealth Management are Grimes & Company, Inc and Sigfig Wealth Management. They manage $2.58 trillion and $2.58 trillion respectively.
Ashley Buboltz investment strategy
Moran Wealth Management’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Industrials — making up 12.9% of
the total portfolio value.
The fund focuses on investments in the United States as
53.2% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
36% of the total holdings value.
On the other hand, small-cap stocks make up only 1.4% of the portfolio.
The average market cap of the portfolio companies is close to $72.6 billion.
The complete list of Moran Wealth Management trades based on 13F SEC filings
These positions were updated on November 13th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Spdr Ser Tr |
Closed
2,490,242
|
$112,071,403,000 | |
| Ishares Inc |
Closed
881,102
|
$95,045,475,000 | |
| Vanguard Scottsdale Fds |
Closed
634,636
|
$78,525,041,000 | |
| Cadence Design System Inc |
11.68%
185,821
|
$43,537,860,000 | 1.69% |
| Novo-nordisk A S |
82.13%
450,596
|
$40,977,200,000 | 1.59% |
| Parker-Hannifin Corp. |
1.48%
104,576
|
$40,734,444,000 | 1.58% |
| Merck & Co Inc |
38.90%
395,415
|
$40,707,974,000 | 1.58% |
| Trane Technologies plc |
5.24%
196,041
|
$39,778,679,000 | 1.54% |
| Invesco Exch Traded Fd Tr Ii |
Closed
605,603
|
$38,698,032,000 | |
| Cisco Sys Inc |
150.86%
716,278
|
$38,507,105,000 | 1.49% |
| Exxon Mobil Corp. |
7.85%
327,325
|
$38,486,815,000 | 1.49% |
| Hershey Company |
10.03%
191,757
|
$38,366,641,000 | 1.49% |
| Microsoft Corporation |
22.26%
114,064
|
$36,015,708,000 | 1.39% |
| Eog Res Inc |
13.50%
276,906
|
$35,100,605,000 | 1.36% |
| TotalEnergies SE |
3.83%
502,936
|
$33,073,038,000 | 1.28% |
| Lockheed Martin Corp. |
8.63%
75,273
|
$30,783,646,000 | 1.19% |
| Williams-Sonoma, Inc. |
8.56%
191,888
|
$29,819,318,000 | 1.15% |
| Linde Plc. |
Opened
78,093
|
$29,077,929,000 | 1.13% |
| Celanese Corp |
204.85%
224,472
|
$28,175,725,000 | 1.09% |
| Linde Plc. |
Closed
78,604
|
$25,639,053,000 | |
| Spdr Index Shs Fds |
33.07%
1,485,582
|
$47,782,488,000 | 1.85% |
| Blackstone Inc |
10.97%
220,342
|
$23,607,388,000 | 0.91% |
| Bhp Group Ltd |
26.22%
407,646
|
$23,186,904,000 | 0.90% |
| Vanguard Star Fds |
22.52%
420,533
|
$22,506,926,000 | 0.87% |
| Texas Instrs Inc |
2.54%
138,910
|
$22,088,000,000 | 0.86% |
| Baker Hughes Company |
7.23%
624,641
|
$22,062,320,000 | 0.85% |
| Abbvie Inc |
Closed
133,903
|
$21,640,064,000 | |
| Public Storage. |
Opened
81,769
|
$21,547,767,000 | 0.83% |
| Humana Inc. |
231.30%
43,878
|
$21,347,525,000 | 0.83% |
| Northrop Grumman Corp. |
10.05%
48,392
|
$21,301,674,000 | 0.82% |
| BP plc |
17.15%
548,023
|
$21,219,431,000 | 0.82% |
| Molina Healthcare Inc |
3.40%
64,663
|
$21,202,351,000 | 0.82% |
| Atmos Energy Corp. |
1.46%
199,754
|
$21,159,888,000 | 0.82% |
| JPMorgan Chase & Co. |
9,266.90%
145,468
|
$21,095,769,000 | 0.82% |
| MSCI Inc |
Opened
41,093
|
$21,083,996,000 | 0.82% |
| Quest Diagnostics, Inc. |
Closed
133,937
|
$20,953,104,000 | |
| Deere & Co. |
4.07%
55,157
|
$20,815,149,000 | 0.81% |
| Ishares Tr |
7.94%
297,388
|
$23,065,937,000 | 0.89% |
| Avalonbay Cmntys Inc |
265.67%
120,306
|
$20,661,352,000 | 0.80% |
| Yum Brands Inc. |
Opened
163,252
|
$20,396,705,000 | 0.79% |
| Intuit Inc |
2.89%
39,386
|
$20,123,883,000 | 0.78% |
| Ameriprise Finl Inc |
1.11%
59,189
|
$19,513,430,000 | 0.76% |
| Motorola Solutions Inc |
5.66%
71,664
|
$19,509,807,000 | 0.76% |
| Expeditors Intl Wash Inc |
475.84%
167,852
|
$19,240,875,000 | 0.74% |
| East West Bancorp, Inc. |
Closed
286,809
|
$18,900,713,000 | |
| Regency Ctrs Corp |
Opened
316,415
|
$18,807,708,000 | 0.73% |
| Netapp Inc |
Opened
242,061
|
$18,367,589,000 | 0.71% |
| Paccar Inc. |
68.45%
215,499
|
$18,321,725,000 | 0.71% |
| Prologis Inc |
19.87%
162,843
|
$18,272,557,000 | 0.71% |
| Spdr S&p 500 Etf Tr |
8.57%
41,828
|
$17,880,633,000 | 0.69% |
| Chemed Corp. |
2.79%
34,240
|
$17,794,528,000 | 0.69% |
| Chubb Limited |
9.16%
84,698
|
$17,632,326,000 | 0.68% |
| Brunswick Corp. |
25.32%
216,355
|
$17,092,006,000 | 0.66% |
| Regeneron Pharmaceuticals, Inc. |
6.63%
20,528
|
$16,893,723,000 | 0.65% |
| Eaton Corp Plc |
Opened
78,842
|
$16,815,422,000 | 0.65% |
| Aflac Inc. |
0.24%
218,524
|
$16,771,679,000 | 0.65% |
| Mondelez International Inc. |
90.68%
240,898
|
$16,718,321,000 | 0.65% |
| Garmin Ltd |
44.40%
154,857
|
$16,290,956,000 | 0.63% |
| Broadcom Inc. |
Opened
19,578
|
$16,261,095,000 | 0.63% |
| Taiwan Semiconductor Mfg Ltd |
18.00%
183,120
|
$15,913,128,000 | 0.62% |
| Hilton Worldwide Holdings Inc |
Closed
125,673
|
$15,880,040,000 | |
| Marathon Oil Corporation |
Closed
583,561
|
$15,796,996,000 | |
| Dover Corp. |
11.86%
112,888
|
$15,749,005,000 | 0.61% |
| Fedex Corp |
Opened
59,231
|
$15,691,477,000 | 0.61% |
| Sempra |
Opened
229,103
|
$15,585,877,000 | 0.60% |
| Quanta Svcs Inc |
12.33%
82,523
|
$15,437,578,000 | 0.60% |
| Caterpillar Inc. |
1.84%
56,070
|
$15,307,110,000 | 0.59% |
| Qualcomm, Inc. |
164.38%
136,802
|
$15,193,175,000 | 0.59% |
| The Southern Co. |
18.64%
229,536
|
$14,855,538,000 | 0.58% |
| Elevance Health Inc |
26.90%
34,035
|
$14,819,520,000 | 0.57% |
| Schlumberger Ltd |
13.04%
251,589
|
$14,667,639,000 | 0.57% |
| Blackrock Inc. |
Opened
22,457
|
$14,518,226,000 | 0.56% |
| Johnson & Johnson |
46.40%
92,062
|
$14,338,657,000 | 0.56% |
| Salesforce Inc |
Opened
70,457
|
$14,287,270,000 | 0.55% |
| Ingersoll-Rand Inc |
148.32%
221,268
|
$14,099,197,000 | 0.55% |
| Unitedhealth Group Inc |
43.40%
27,707
|
$13,969,592,000 | 0.54% |
| IQVIA Holdings Inc |
11.06%
70,694
|
$13,909,045,000 | 0.54% |
| Mastercard Incorporated |
1.31%
34,924
|
$13,826,761,000 | 0.54% |
| Public Svc Enterprise Grp In |
Closed
222,612
|
$13,639,437,000 | |
| Packaging Corp Amer |
649.11%
88,582
|
$13,601,766,000 | 0.53% |
| Zebra Technologies Corporati |
Closed
51,780
|
$13,276,910,000 | |
| Oreilly Automotive Inc |
12.24%
14,589
|
$13,259,359,000 | 0.51% |
| CDW Corp |
Opened
64,834
|
$13,080,908,000 | 0.51% |
| Mosaic Co New |
Closed
290,057
|
$12,724,801,000 | |
| Pool Corporation |
Opened
35,413
|
$12,610,569,000 | 0.49% |
| Global Pmts Inc |
Opened
108,815
|
$12,556,163,000 | 0.49% |
| Dollar Gen Corp New |
1.87%
117,380
|
$12,418,751,000 | 0.48% |
| Wabtec |
3.15%
113,388
|
$12,049,743,000 | 0.47% |
| Western Digital Corp. |
Opened
262,796
|
$11,991,381,000 | 0.46% |
| Adobe Inc |
Opened
23,442
|
$11,953,076,000 | 0.46% |
| Edwards Lifesciences Corp |
23.79%
172,290
|
$11,936,251,000 | 0.46% |
| Sony Group Corp |
7.55%
142,742
|
$11,763,368,000 | 0.46% |
| Howmet Aerospace Inc. |
32.48%
252,543
|
$11,680,114,000 | 0.45% |
| Veeva Sys Inc |
102.25%
56,369
|
$11,468,273,000 | 0.44% |
| Kellanova Co |
4.38%
192,556
|
$11,458,978,000 | 0.44% |
| General Dynamics Corp. |
21.96%
51,606
|
$11,403,378,000 | 0.44% |
| Alphabet Inc |
209.94%
130,398
|
$17,107,512,000 | 0.66% |
| Rollins, Inc. |
Closed
308,325
|
$11,266,196,000 | |
| Carlisle Cos Inc |
48.68%
43,417
|
$11,256,291,000 | 0.44% |
| Pinnacle West Cap Corp |
Opened
152,573
|
$11,241,579,000 | 0.44% |
| Coterra Energy Inc |
21.82%
411,341
|
$11,126,774,000 | 0.43% |
| Zoetis Inc |
3.33%
63,652
|
$11,074,175,000 | 0.43% |
| Union Pac Corp |
Closed
53,250
|
$11,026,478,000 | |
| Stellantis N.V |
Opened
567,750
|
$10,944,577,000 | 0.42% |
| PTC Inc |
Opened
77,212
|
$10,939,396,000 | 0.42% |
| Vanguard Whitehall Fds |
20.91%
152,667
|
$10,889,737,000 | 0.42% |
| Allstate Corp (The) |
Closed
79,083
|
$10,723,655,000 | |
| Owens Corning |
Opened
78,012
|
$10,641,617,000 | 0.41% |
| Washington Fed Inc |
Closed
315,508
|
$10,585,293,000 | |
| Pulte Group Inc |
5.76%
141,496
|
$10,477,779,000 | 0.41% |
| Accenture Plc Ireland |
Opened
33,921
|
$10,417,478,000 | 0.40% |
| Ametek Inc |
Opened
70,147
|
$10,364,921,000 | 0.40% |
| Monster Beverage Corp. |
76.65%
192,084
|
$10,170,848,000 | 0.39% |
| Factset Resh Sys Inc |
3.49%
23,223
|
$10,154,489,000 | 0.39% |
| Westlake Corporation |
Opened
80,542
|
$10,041,171,000 | 0.39% |
| Lennar Corp. |
Opened
89,433
|
$10,037,066,000 | 0.39% |
| Loews Corp. |
Closed
171,563
|
$10,007,270,000 | |
| Colgate-Palmolive Co. |
Closed
125,799
|
$9,911,703,000 | |
| Prudential Finl Inc |
Closed
98,891
|
$9,835,699,000 | |
| Gartner, Inc. |
Opened
28,062
|
$9,642,384,000 | 0.37% |
| Spdr Index Shs Fds |
Closed
168,647
|
$9,616,252,000 | |
| Cigna Group (The) |
Closed
28,940
|
$9,588,980,000 | |
| Rio Tinto plc |
16.59%
150,395
|
$9,571,106,000 | 0.37% |
| Sprouts Fmrs Mkt Inc |
43.67%
215,792
|
$9,235,898,000 | 0.36% |
| Walmart Inc |
12.95%
57,668
|
$9,222,843,000 | 0.36% |
| General Mtrs Co |
Opened
278,576
|
$9,184,651,000 | 0.36% |
| Revvity Inc. |
Closed
64,516
|
$9,046,434,000 | |
| Target Corp |
Closed
60,599
|
$9,031,600,000 | |
| Trade Desk Inc |
Closed
196,113
|
$8,791,746,000 | |
| ITT Inc |
15.18%
89,371
|
$8,750,315,000 | 0.34% |
| Vertex Pharmaceuticals, Inc. |
61.67%
24,945
|
$8,674,374,000 | 0.34% |
| Stmicroelectronics N V |
Opened
200,245
|
$8,642,574,000 | 0.33% |
| Fortinet Inc |
61.86%
146,602
|
$8,602,605,000 | 0.33% |
| Darden Restaurants, Inc. |
17.41%
59,806
|
$8,565,415,000 | 0.33% |
| Enbridge Inc |
220.50%
255,213
|
$8,505,207,000 | 0.33% |
| Dbx Etf Tr |
177.94%
241,513
|
$8,428,804,000 | 0.33% |
| Meta Platforms Inc |
Opened
27,992
|
$8,403,478,000 | 0.33% |
| Price T Rowe Group Inc |
54.00%
79,787
|
$8,367,210,000 | 0.32% |
| Oneok Inc. |
12.82%
131,392
|
$8,334,195,000 | 0.32% |
| Waters Corp. |
Closed
24,129
|
$8,266,113,000 | |
| Comfort Sys Usa Inc |
0.39%
48,380
|
$8,244,436,000 | 0.32% |
| Snap-on, Inc. |
9.15%
31,320
|
$7,988,479,000 | 0.31% |
| Eversource Energy |
Closed
93,492
|
$7,838,369,000 | |
| Ishares Tr |
Closed
137,135
|
$10,403,184,000 | |
| Autonation Inc. |
127.79%
50,856
|
$7,699,598,000 | 0.30% |
| Regions Financial Corp. |
Closed
355,402
|
$7,662,456,000 | |
| RLI Corp. |
Opened
55,915
|
$7,598,289,000 | 0.29% |
| NextEra Energy Inc |
Closed
90,022
|
$7,525,839,000 | |
| Eagle Matls Inc |
1.10%
44,979
|
$7,489,903,000 | 0.29% |
| Incyte Corp. |
7.41%
128,865
|
$7,444,531,000 | 0.29% |
| General Mls Inc |
67.60%
114,021
|
$7,296,204,000 | 0.28% |
| LKQ Corp |
0.28%
146,511
|
$7,253,760,000 | 0.28% |
| UFP Industries Inc |
6.42%
70,380
|
$7,206,912,000 | 0.28% |
| Dollar Tree Inc |
3.50%
67,150
|
$7,148,118,000 | 0.28% |
| Ishares Tr |
Opened
234,909
|
$7,082,506,000 | 0.27% |
| Vanguard Whitehall Fds |
Opened
113,267
|
$7,010,095,000 | 0.27% |
| Costco Whsl Corp New |
6.05%
12,400
|
$7,005,504,000 | 0.27% |
| Monolithic Pwr Sys Inc |
86.21%
15,012
|
$6,935,544,000 | 0.27% |
| Dillards Inc |
70.57%
20,943
|
$6,928,154,000 | 0.27% |
| Tetra Tech, Inc. |
1.42%
45,500
|
$6,917,365,000 | 0.27% |
| Cintas Corporation |
20.47%
14,259
|
$6,858,722,000 | 0.27% |
| Vanguard Scottsdale Fds |
Opened
95,231
|
$6,820,444,000 | 0.26% |
| Lithia Mtrs Inc |
19.62%
22,957
|
$6,779,891,000 | 0.26% |
| Mueller Inds Inc |
1,178.36%
89,805
|
$6,749,744,000 | 0.26% |
| Kroger Co. |
Closed
151,287
|
$6,744,374,000 | |
| Mastec Inc. |
9.42%
93,463
|
$6,726,532,000 | 0.26% |
| Gaming & Leisure Pptys Inc |
33.12%
144,491
|
$6,581,565,000 | 0.25% |
| Huntington Ingalls Inds Inc |
4.69%
30,811
|
$6,303,314,000 | 0.24% |
| QuidelOrtho Corporation |
260.57%
83,811
|
$6,121,555,000 | 0.24% |
| Meritage Homes Corp. |
2.85%
49,735
|
$6,087,067,000 | 0.24% |
| Best Buy Co. Inc. |
Closed
75,508
|
$6,056,497,000 | |
| Chord Energy Corporation |
230.57%
37,358
|
$6,054,611,000 | 0.23% |
| Sanmina Corp |
Closed
100,401
|
$5,751,973,000 | |
| United Microelectronics Corp |
Opened
805,413
|
$5,686,216,000 | 0.22% |
| Automatic Data Processing In |
Closed
23,413
|
$5,592,310,000 | |
| Dicks Sporting Goods, Inc. |
25.43%
50,732
|
$5,508,481,000 | 0.21% |
| Thermo Fisher Scientific Inc. |
Closed
9,902
|
$5,452,932,000 | |
| Chevron Corp. |
62.98%
32,206
|
$5,430,576,000 | 0.21% |
| Civitas Resources Inc |
0.68%
67,009
|
$5,419,018,000 | 0.21% |
| LHC Group Inc |
Closed
32,538
|
$5,261,069,000 | |
| Texas Roadhouse Inc |
3.12%
53,960
|
$5,185,556,000 | 0.20% |
| Aon plc. |
Closed
17,116
|
$5,137,196,000 | |
| Republic Svcs Inc |
26.63%
35,994
|
$5,129,505,000 | 0.20% |
| Acuity Brands, Inc. |
0.75%
30,098
|
$5,125,990,000 | 0.20% |
| Williams Cos Inc |
Closed
153,297
|
$5,043,471,000 | |
| Murphy USA Inc |
16.96%
14,586
|
$4,984,474,000 | 0.19% |
| Intuitive Surgical Inc |
Closed
18,768
|
$4,980,089,000 | |
| Petroleo Brasileiro Sa Petro |
194.15%
332,182
|
$4,979,408,000 | 0.19% |
| TopBuild Corp |
12.59%
19,614
|
$4,934,882,000 | 0.19% |
| CSX Corp. |
Closed
156,295
|
$4,842,019,000 | |
| Innospec Inc |
11.70%
46,385
|
$4,740,547,000 | 0.18% |
| Apple Inc |
44.43%
27,433
|
$4,696,804,000 | 0.18% |
| Discover Finl Svcs |
131.06%
54,179
|
$4,693,527,000 | 0.18% |
| Eli Lilly & Co |
87.30%
8,648
|
$4,645,100,000 | 0.18% |
| Amplify Etf Tr |
Opened
132,898
|
$4,615,548,000 | 0.18% |
| Schwab Strategic Tr |
Opened
78,577
|
$5,037,682,000 | 0.20% |
| Danaher Corp. |
Closed
17,098
|
$4,538,151,000 | |
| Plexus Corp. |
5.76%
48,579
|
$4,516,875,000 | 0.17% |
| Proshares Tr |
Closed
95,656
|
$4,498,472,000 | |
| Apogee Enterprises Inc. |
7.96%
94,923
|
$4,468,975,000 | 0.17% |
| Valmont Inds Inc |
8.26%
18,586
|
$4,464,543,000 | 0.17% |
| Encore Wire Corp. |
103.04%
24,399
|
$4,451,842,000 | 0.17% |
| Willis Towers Watson Plc Ltd |
3.22%
21,130
|
$4,415,325,000 | 0.17% |
| Cboe Global Mkts Inc |
Opened
28,053
|
$4,382,159,000 | 0.17% |
| Intercontinental Exchange In |
Closed
42,678
|
$4,378,336,000 | |
| Brady Corp. |
28.61%
79,571
|
$4,370,039,000 | 0.17% |
| Church & Dwight Co., Inc. |
Closed
54,085
|
$4,359,792,000 | |
| Berkshire Hathaway Inc. |
21.55%
12,281
|
$4,302,034,000 | 0.17% |
| Progressive Corp. |
73.55%
30,455
|
$4,242,382,000 | 0.16% |
| Mckesson Corporation |
84.39%
9,625
|
$4,185,431,000 | 0.16% |
| Cirrus Logic, Inc. |
12.78%
56,559
|
$4,183,104,000 | 0.16% |
| Progress Software Corp. |
Opened
79,396
|
$4,174,642,000 | 0.16% |
| Indexiq Etf Tr |
Closed
144,828
|
$4,121,805,000 | |
| Enersys |
26.57%
43,267
|
$4,096,087,000 | 0.16% |
| Steris Plc |
Closed
22,101
|
$4,081,834,000 | |
| Globus Med Inc |
8.18%
82,195
|
$4,080,982,000 | 0.16% |
| Halliburton Co. |
7.44%
99,337
|
$4,023,149,000 | 0.16% |
| Pepsico Inc |
35.79%
23,530
|
$3,986,923,000 | 0.15% |
| Waste Mgmt Inc Del |
36.92%
26,142
|
$3,985,086,000 | 0.15% |
| Ulta Beauty Inc |
217.94%
9,942
|
$3,971,332,000 | 0.15% |
| Oxford Inds Inc |
51.82%
40,807
|
$3,922,777,000 | 0.15% |
| Berkley W R Corp |
Closed
53,136
|
$3,856,043,000 | |
| Agf Invts Tr |
Closed
176,605
|
$3,745,792,000 | |
| Roper Technologies Inc |
23.71%
7,420
|
$3,593,358,000 | 0.14% |
| Cencora Inc. |
31.13%
19,487
|
$3,507,075,000 | 0.14% |
| American Wtr Wks Co Inc New |
27.28%
27,975
|
$3,464,144,000 | 0.13% |
| Unifirst Corp Mass |
22.11%
21,040
|
$3,429,730,000 | 0.13% |
| Coca-Cola Co |
81.33%
58,343
|
$3,266,041,000 | 0.13% |
| CIENA Corp. |
Closed
63,434
|
$3,233,865,000 | |
| Ssga Active Etf Tr |
Closed
196,061
|
$5,606,407,000 | |
| Argenx Se |
6.77%
6,312
|
$3,103,169,000 | 0.12% |
| Cameco Corp. |
Opened
77,286
|
$3,063,617,000 | 0.12% |
| MYR Group Inc |
Opened
22,717
|
$3,061,343,000 | 0.12% |
| Masimo Corp |
17.87%
34,757
|
$3,047,494,000 | 0.12% |
| Getty Rlty Corp New |
226.20%
108,743
|
$3,015,443,000 | 0.12% |
| Cardinal Health, Inc. |
Opened
34,322
|
$2,979,836,000 | 0.12% |
| Arch Cap Group Ltd |
Opened
37,262
|
$2,970,154,000 | 0.11% |
| Everest Group Ltd |
Opened
7,948
|
$2,954,033,000 | 0.11% |
| Hibbett Inc |
65.99%
60,075
|
$2,854,163,000 | 0.11% |
| Boise Cascade Co |
69.52%
27,106
|
$2,793,002,000 | 0.11% |
| Cummins Inc. |
17.08%
12,176
|
$2,781,729,000 | 0.11% |
| KT Corporation |
44.08%
216,329
|
$2,773,338,000 | 0.11% |
| Solaredge Technologies Inc |
1.66%
21,079
|
$2,729,941,000 | 0.11% |
| Cabot Corp. |
23.71%
39,250
|
$2,718,848,000 | 0.11% |
| Diamondback Energy Inc |
Opened
17,501
|
$2,710,555,000 | 0.10% |
| Store Cap Corp |
Closed
83,025
|
$2,661,782,000 | |
| Vici Pptys Inc |
Closed
82,010
|
$2,657,124,000 | |
| Laboratory Corp Amer Hldgs |
116.45%
13,024
|
$2,618,475,000 | 0.10% |
| Moelis & Co |
71.34%
56,976
|
$2,571,327,000 | 0.10% |
| Travelers Companies Inc. |
Opened
15,614
|
$2,549,922,000 | 0.10% |
| Stryker Corp. |
7.63%
9,130
|
$2,494,955,000 | 0.10% |
| Helmerich & Payne, Inc. |
48.94%
58,956
|
$2,485,585,000 | 0.10% |
| Shell Plc |
4.10%
37,996
|
$2,446,182,000 | 0.09% |
| Alps Etf Tr |
Opened
57,828
|
$2,440,342,000 | 0.09% |
| Boyd Gaming Corp. |
320.93%
39,109
|
$2,379,000,000 | 0.09% |
| Xenon Pharmaceuticals Inc |
Opened
69,510
|
$2,374,462,000 | 0.09% |
| Diodes, Inc. |
31.66%
30,079
|
$2,371,428,000 | 0.09% |
| Terex Corp. |
47.16%
40,943
|
$2,359,136,000 | 0.09% |
| Warrior Met Coal Inc |
Opened
44,229
|
$2,259,217,000 | 0.09% |
| Simpson Mfg Inc |
Opened
14,464
|
$2,166,852,000 | 0.08% |
| Astrazeneca plc |
2.77%
31,455
|
$2,130,133,000 | 0.08% |
| Federated Hermes Inc |
30.57%
60,657
|
$2,054,453,000 | 0.08% |
| Pennymac Finl Svcs Inc New |
83.42%
30,325
|
$2,019,645,000 | 0.08% |
| Pioneer Nat Res Co |
77.01%
8,771
|
$2,013,383,000 | 0.08% |
| Atlas Air Worldwide Hldgs In |
Closed
19,780
|
$1,993,824,000 | |
| Americold Realty Trust Inc |
Closed
69,692
|
$1,972,981,000 | |
| Ironwood Pharmaceuticals Inc |
33.51%
202,390
|
$1,949,016,000 | 0.08% |
| Werner Enterprises, Inc. |
29.33%
49,471
|
$1,926,895,000 | 0.07% |
| Lancaster Colony Corp. |
Closed
9,691
|
$1,912,034,000 | |
| Arch Resources Inc |
50.77%
10,880
|
$1,856,781,000 | 0.07% |
| Schwab Strategic Tr |
Closed
95,006
|
$1,832,666,000 | |
| Hillenbrand Inc |
137.74%
43,280
|
$1,831,177,000 | 0.07% |
| Lincoln Elec Hldgs Inc |
91.92%
9,886
|
$1,797,176,000 | 0.07% |
| Vanguard Intl Equity Index F |
18.47%
34,548
|
$1,792,005,000 | 0.07% |
| Capital One Finl Corp |
Opened
17,999
|
$1,746,803,000 | 0.07% |
| Livent Corp |
Opened
94,669
|
$1,742,856,000 | 0.07% |
| Freeport-McMoRan Inc |
186.45%
46,410
|
$1,730,629,000 | 0.07% |
| Omega Healthcare Invs Inc |
Closed
61,209
|
$1,710,792,000 | |
| Site Ctrs Corp |
Closed
123,369
|
$1,685,214,000 | |
| Icici Bank Limited |
20.32%
72,374
|
$1,673,287,000 | 0.06% |
| Service Pptys Tr |
Closed
229,384
|
$1,672,209,000 | |
| First Tr Exchange-traded Fd |
Closed
34,588
|
$1,646,389,000 | |
| Vanguard Whitehall Fds |
Closed
15,043
|
$1,627,803,000 | |
| Albemarle Corp. |
Opened
9,399
|
$1,598,206,000 | 0.06% |
| Peabody Energy Corp. |
Opened
61,380
|
$1,595,266,000 | 0.06% |
| Franco Nev Corp |
212.08%
11,856
|
$1,582,657,000 | 0.06% |
| Archer Daniels Midland Co. |
81.97%
20,711
|
$1,562,024,000 | 0.06% |
| Macerich Co. |
Closed
137,958
|
$1,553,407,000 | |
| CME Group Inc |
115.55%
7,706
|
$1,542,895,000 | 0.06% |
| Select Sector Spdr Tr |
Closed
24,858
|
$2,101,491,000 | |
| Vanguard World Fds |
Closed
15,903
|
$2,094,213,000 | |
| Nutrien Ltd |
Opened
23,994
|
$1,488,841,000 | 0.06% |
| Newmont Corp |
430.24%
40,240
|
$1,486,868,000 | 0.06% |
| Litman Gregory Fds Tr |
Closed
51,060
|
$1,486,357,000 | |
| Alamos Gold Inc. |
Opened
131,074
|
$1,485,466,000 | 0.06% |
| Tko Group Holdings Inc |
Opened
17,445
|
$1,466,427,000 | 0.06% |
| Vale S.A. |
70.61%
108,038
|
$1,447,709,000 | 0.06% |
| Vanguard Index Fds |
Opened
18,756
|
$1,419,079,000 | 0.05% |
| Hess Corporation |
Opened
9,076
|
$1,388,628,000 | 0.05% |
| CubeSmart |
Opened
36,127
|
$1,377,523,000 | 0.05% |
| Woodside Energy Group Ltd |
49.04%
58,566
|
$1,364,002,000 | 0.05% |
| Occidental Pete Corp |
337.27%
20,416
|
$1,324,590,000 | 0.05% |
| Weyerhaeuser Co Mtn Be |
Opened
43,182
|
$1,323,960,000 | 0.05% |
| Eastgroup Pptys Inc |
13.67%
7,774
|
$1,294,604,000 | 0.05% |
| Ltc Pptys Inc |
Closed
35,835
|
$1,273,218,000 | |
| Rexford Indl Rlty Inc |
Opened
25,543
|
$1,260,547,000 | 0.05% |
| CareTrust REIT Inc |
Opened
61,062
|
$1,251,771,000 | 0.05% |
| Science Applications Intl Co |
Closed
11,282
|
$1,251,512,000 | |
| First Indl Rlty Tr Inc |
Opened
25,985
|
$1,236,626,000 | 0.05% |
| NNN REIT Inc |
Opened
34,794
|
$1,229,620,000 | 0.05% |
| Inventrust Pptys Corp |
Opened
50,770
|
$1,208,834,000 | 0.05% |
| Celsius Holdings Inc |
217.77%
6,921
|
$1,187,644,000 | 0.05% |
| Equity Lifestyle Pptys Inc |
Opened
18,398
|
$1,172,137,000 | 0.05% |
| Sun Cmntys Inc |
Closed
8,190
|
$1,171,170,000 | |
| American Homes 4 Rent |
Opened
34,389
|
$1,158,565,000 | 0.04% |
| Mid-amer Apt Cmntys Inc |
84.30%
8,987
|
$1,156,178,000 | 0.04% |
| Agree Rlty Corp |
2.50%
20,853
|
$1,151,920,000 | 0.04% |
| World Fuel Svcs Corp |
Closed
42,080
|
$1,150,046,000 | |
| Terreno Rlty Corp |
Opened
20,213
|
$1,148,098,000 | 0.04% |
| Essex Ppty Tr Inc |
Opened
5,387
|
$1,142,529,000 | 0.04% |
| Equity Residential |
Opened
19,433
|
$1,140,911,000 | 0.04% |
| UDR Inc |
Opened
31,886
|
$1,137,374,000 | 0.04% |
| Community Healthcare Tr Inc |
Opened
37,983
|
$1,128,095,000 | 0.04% |
| Camden Ppty Tr |
Opened
11,927
|
$1,128,056,000 | 0.04% |
| Four Corners Ppty Tr Inc |
Opened
50,188
|
$1,113,672,000 | 0.04% |
| Cousins Pptys Inc |
Opened
54,656
|
$1,113,343,000 | 0.04% |
| World Wrestling Entmt Inc |
Closed
15,881
|
$1,088,166,000 | |
| Flexshares Tr |
Closed
24,985
|
$1,086,098,000 | |
| Innovative Indl Pptys Inc |
Opened
14,354
|
$1,086,024,000 | 0.04% |
| Equinox Gold Corp |
Opened
243,522
|
$1,028,636,000 | 0.04% |
| Capri Holdings Limited |
66.87%
19,300
|
$1,015,373,000 | 0.04% |
| Fleetcor Technologies Inc |
Opened
3,853
|
$983,825,000 | 0.04% |
| NVIDIA Corp |
0.88%
2,261
|
$983,512,000 | 0.04% |
| PBF Energy Inc |
Opened
17,701
|
$947,535,000 | 0.04% |
| Matador Res Co |
Closed
16,397
|
$938,564,000 | |
| Chesapeake Energy Corp. |
Opened
10,329
|
$890,670,000 | 0.03% |
| Materion Corp |
Closed
10,008
|
$875,800,000 | |
| Imperial Oil Ltd. |
Closed
17,943
|
$874,542,000 | |
| Conocophillips |
61.84%
7,126
|
$853,695,000 | 0.03% |
| VanEck ETF Trust |
Closed
20,180
|
$1,319,055,000 | |
| Uber Technologies Inc |
Opened
18,533
|
$852,333,000 | 0.03% |
| Centene Corp. |
Closed
10,200
|
$836,502,000 | |
| Amazon.com Inc. |
Opened
6,501
|
$826,407,000 | 0.03% |
| Magna International Inc. |
Closed
14,530
|
$816,295,000 | |
| Artisan Partners Asset Mgmt |
Opened
21,250
|
$795,175,000 | 0.03% |
| Wheaton Precious Metals Corp |
Opened
19,360
|
$785,048,000 | 0.03% |
| Builders Firstsource Inc |
Opened
6,294
|
$783,540,000 | 0.03% |
| CVS Health Corp |
Opened
10,775
|
$752,311,000 | 0.03% |
| BorgWarner Inc |
8.87%
18,538
|
$748,379,000 | 0.03% |
| Advanced Micro Devices Inc. |
128.37%
7,237
|
$744,108,000 | 0.03% |
| News Corp |
14.40%
36,820
|
$738,609,000 | 0.03% |
| Reliance Steel & Aluminum Co. |
47.31%
2,770
|
$726,377,000 | 0.03% |
| Steel Dynamics Inc. |
1.04%
6,733
|
$721,912,000 | 0.03% |
| Acushnet Hldgs Corp |
11.84%
13,465
|
$714,184,000 | 0.03% |
| Nucor Corp. |
36.03%
4,560
|
$712,956,000 | 0.03% |
| Analog Devices Inc. |
Opened
4,059
|
$710,690,000 | 0.03% |
| Verizon Communications Inc |
Opened
21,819
|
$707,154,000 | 0.03% |
| Schneider National Inc |
3.87%
25,493
|
$705,901,000 | 0.03% |
| Madden Steven Ltd |
Opened
22,167
|
$704,246,000 | 0.03% |
| Expedia Group Inc |
Opened
6,677
|
$688,198,000 | 0.03% |
| DraftKings Inc. |
Opened
23,337
|
$687,041,000 | 0.03% |
| T-Mobile US, Inc. |
Closed
4,898
|
$685,720,000 | |
| Oshkosh Corp |
Closed
7,722
|
$681,003,000 | |
| Dolby Laboratories Inc |
6.08%
8,572
|
$679,417,000 | 0.03% |
| Skyworks Solutions, Inc. |
7.51%
6,887
|
$678,989,000 | 0.03% |
| Equinor ASA |
Closed
18,823
|
$674,052,000 | |
| Commercial Metals Co. |
29.48%
13,440
|
$664,070,000 | 0.03% |
| Boeing Co. |
Opened
3,459
|
$663,021,000 | 0.03% |
| Louisiana Pac Corp |
17.07%
11,938
|
$659,813,000 | 0.03% |
| Manpowergroup Inc Wis |
19.51%
8,969
|
$657,607,000 | 0.03% |
| Juniper Networks Inc |
9.40%
23,418
|
$650,786,000 | 0.03% |
| Schwab Strategic Tr |
18.46%
20,245
|
$650,674,000 | 0.03% |
| M.D.C. Holdings, Inc. |
Opened
15,465
|
$637,622,000 | 0.02% |
| Amdocs Ltd |
6.91%
7,301
|
$616,861,000 | 0.02% |
| Altria Group Inc. |
Opened
14,615
|
$614,561,000 | 0.02% |
| Johnson Ctls Intl Plc |
62.50%
11,539
|
$613,990,000 | 0.02% |
| Global X Fds |
Closed
10,452
|
$612,592,000 | |
| Nike, Inc. |
Opened
6,354
|
$607,569,000 | 0.02% |
| Fidelity Natl Information Sv |
Opened
10,893
|
$602,056,000 | 0.02% |
| Goldman Sachs Group, Inc. |
Opened
1,855
|
$600,222,000 | 0.02% |
| Invesco Exchange Traded Fd T |
Closed
11,570
|
$596,318,000 | |
| Tjx Cos Inc New |
Closed
7,482
|
$595,567,000 | |
| Prometheus Biosciences Inc |
Closed
5,292
|
$582,120,000 | |
| Toll Brothers Inc. |
Opened
7,724
|
$571,267,000 | 0.02% |
| Smucker J M Co |
Opened
4,632
|
$569,319,000 | 0.02% |
| Delta Air Lines, Inc. |
Opened
15,349
|
$567,913,000 | 0.02% |
| Generac Holdings Inc |
Opened
5,190
|
$565,502,000 | 0.02% |
| Alcoa Corp |
Closed
12,146
|
$552,279,000 | |
| Royal Gold, Inc. |
20.23%
5,194
|
$552,278,000 | 0.02% |
| Daqo New Energy Corp |
Opened
18,198
|
$550,853,000 | 0.02% |
| AMGEN Inc. |
Closed
2,039
|
$535,523,000 | |
| RTX Corp |
10.90%
7,307
|
$525,885,000 | 0.02% |
| Mcdonalds Corp |
Closed
1,988
|
$523,898,000 | |
| Southern Copper Corporation |
Opened
6,939
|
$522,437,000 | 0.02% |
| Cf Inds Hldgs Inc |
55.96%
6,017
|
$515,898,000 | 0.02% |
| Ingevity Corp |
Closed
6,899
|
$485,966,000 | |
| Lpl Finl Hldgs Inc |
Closed
2,188
|
$472,980,000 | |
| Gilead Sciences, Inc. |
Closed
5,409
|
$464,363,000 | |
| Teck Resources Ltd |
Opened
10,626
|
$457,874,000 | 0.02% |
| Fiserv, Inc. |
Closed
4,464
|
$451,176,000 | |
| Bristol-Myers Squibb Co. |
Closed
6,140
|
$441,737,000 | |
| Comstock Res Inc |
Opened
40,044
|
$441,685,000 | 0.02% |
| Ramaco Res Inc |
Closed
50,025
|
$439,720,000 | |
| Vanguard Intl Equity Index F |
Opened
4,130
|
$438,606,000 | 0.02% |
| Harmony Biosciences Hldgs In |
Closed
7,476
|
$411,928,000 | |
| Extreme Networks Inc. |
Opened
16,917
|
$409,561,000 | 0.02% |
| Air Prods & Chems Inc |
Closed
1,326
|
$408,753,000 | |
| Blucora Inc |
Closed
15,368
|
$392,345,000 | |
| TransMedics Group, Inc. |
Closed
5,677
|
$350,384,000 | |
| Super Micro Computer Inc |
Opened
1,240
|
$340,033,000 | 0.01% |
| Fortrea Hldgs Inc |
Opened
11,876
|
$339,535,000 | 0.01% |
| Agnico Eagle Mines Ltd |
69.24%
7,431
|
$337,739,000 | 0.01% |
| UFP Technologies Inc. |
Opened
2,085
|
$336,623,000 | 0.01% |
| Weatherford Intl Plc |
29.02%
3,723
|
$336,299,000 | 0.01% |
| PotlatchDeltic Corp |
Closed
7,600
|
$334,324,000 | |
| Crane Hldgs Co |
Closed
3,255
|
$326,965,000 | |
| Sps Comm Inc |
Opened
1,887
|
$321,941,000 | 0.01% |
| e.l.f. Beauty Inc |
Opened
2,859
|
$314,004,000 | 0.01% |
| Home Depot, Inc. |
Closed
974
|
$307,648,000 | |
| AeroVironment Inc. |
Opened
2,667
|
$297,451,000 | 0.01% |
| Teekay Tankers Ltd |
Opened
7,050
|
$293,492,000 | 0.01% |
| Cimpress plc |
Opened
4,124
|
$288,721,000 | 0.01% |
| Wisdomtree Tr |
Opened
6,226
|
$288,015,000 | 0.01% |
| Pfizer Inc. |
Closed
5,603
|
$287,098,000 | |
| Xylem Inc |
Opened
3,141
|
$285,925,000 | 0.01% |
| Tecnoglass Inc |
Opened
8,442
|
$278,248,000 | 0.01% |
| Stride Inc |
Opened
6,123
|
$275,719,000 | 0.01% |
| Novanta Inc |
17.02%
1,882
|
$269,954,000 | 0.01% |
| Meridian Bioscience Inc. |
Closed
8,085
|
$268,503,000 | |
| Diamond Offshore Drilling In |
Opened
18,092
|
$265,591,000 | 0.01% |
| Casella Waste Sys Inc |
37.77%
3,451
|
$263,311,000 | 0.01% |
| Ameresco Inc. |
Closed
4,565
|
$260,844,000 | |
| Verra Mobility Corporation |
Opened
13,852
|
$259,032,000 | 0.01% |
| Inter Parfums, Inc. |
Opened
1,911
|
$256,724,000 | 0.01% |
| Cbiz Inc |
16.71%
4,904
|
$254,518,000 | 0.01% |
| Synopsys, Inc. |
Opened
532
|
$244,172,000 | 0.01% |
| Granite Constr Inc |
Closed
6,846
|
$240,089,000 | |
| Asml Holding N V |
Opened
405
|
$238,407,000 | 0.01% |
| OneSpaWorld Holdings Limited |
Opened
21,126
|
$237,034,000 | 0.01% |
| Hormel Foods Corp. |
Closed
5,115
|
$232,988,000 | |
| Visa Inc |
Closed
1,115
|
$231,652,000 | |
| Aehr Test Sys |
Opened
5,066
|
$231,516,000 | 0.01% |
| Inspire Med Sys Inc |
36.18%
1,164
|
$230,984,000 | 0.01% |
| Vita Coco Co Inc |
Opened
8,854
|
$230,558,000 | 0.01% |
| Cavco Inds Inc Del |
Opened
847
|
$225,014,000 | 0.01% |
| Haleon Plc |
Closed
27,935
|
$223,480,000 | |
| MGP Ingredients, Inc. |
Closed
2,069
|
$220,100,000 | |
| Dream Finders Homes, Inc. |
Opened
9,829
|
$218,499,000 | 0.01% |
| Atlanta Braves Holdings Inc |
Opened
6,107
|
$218,203,000 | 0.01% |
| Nuvectis Pharma Inc |
Opened
16,697
|
$215,224,000 | 0.01% |
| 89bio Inc |
Opened
13,805
|
$213,149,000 | 0.01% |
| Camtek Ltd |
Opened
3,418
|
$212,805,000 | 0.01% |
| Borr Drilling Ltd |
Opened
29,904
|
$212,318,000 | 0.01% |
| Axcelis Technologies Inc |
Opened
1,285
|
$209,519,000 | 0.01% |
| MercadoLibre Inc |
Opened
162
|
$205,397,000 | 0.01% |
| Aurinia Pharmaceuticals Inc |
Opened
26,268
|
$204,102,000 | 0.01% |
| Euronav NV |
Opened
11,994
|
$197,061,000 | 0.01% |
| Innodata Inc |
Opened
21,568
|
$183,975,000 | 0.01% |
| SFL Corporation Ltd |
Opened
15,350
|
$171,153,000 | 0.01% |
| LXP Industrial Trust |
Closed
16,425
|
$164,579,000 | |
| China Yuchai Intl Ltd |
Opened
12,632
|
$127,583,000 | 0.00% |
| Rithm Capital Corp |
Opened
13,463
|
$125,071,000 | 0.00% |
| Gogo Inc |
Opened
10,259
|
$122,390,000 | 0.00% |
| Gilat Satellite Networks |
Opened
18,419
|
$118,541,000 | 0.00% |
| Sirius XM Holdings Inc |
Opened
21,426
|
$96,846,000 | 0.00% |
| Nu Hldgs Ltd |
Opened
13,195
|
$95,664,000 | 0.00% |
| City Office REIT Inc |
Opened
22,217
|
$94,422,000 | 0.00% |
| Bioventus Inc |
Opened
26,626
|
$87,866,000 | 0.00% |
| MagnaChip Semiconductor Corp |
Opened
10,387
|
$86,316,000 | 0.00% |
| AMMO, Inc. |
Opened
23,649
|
$47,771,000 | 0.00% |
| Titan Med Inc |
Closed
50,000
|
$33,030,000 | |
| No transactions found | |||
| Showing first 500 out of 471 holdings | |||
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