Transactions
171
Total transactions associated with this filer
Disclosed purchases
87
$11.0K – $165.0K
Average modeled return
+15.0%
60 modeled purchases
Average vs. S&P 500
-8.3%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| LRCX | SP Lam Research Corporation - Common Stock (LRCX) | Aug 7, 2025 | Sep 21, 2026 | +205.5% | +23.9% | +181.6% |
| LRCX | F S : New S O : Moran Wealth IRA Lam Research Corporation - Common Stock (LRCX) | Aug 7, 2025 | Sep 21, 2026 | +205.5% | +23.9% | +181.6% |
| HOOD | F S : New S O : Moran Wealth IRA Robinhood Markets, Inc. - Class A Common Stock (HOOD) | Mar 6, 2025 | Sep 21, 2026 | +178.1% | +37.6% | +140.5% |
| HOOD | SP Robinhood Markets, Inc. - Class A Common Stock (HOOD) | Mar 6, 2025 | Sep 21, 2026 | +178.1% | +37.6% | +140.5% |
| MRVL | F S : New S O : Moran Wealth IRA Marvell Technology, Inc. - Common Stock (MRVL) | Apr 2, 2026 | Sep 18, 2026 | +128.2% | +16.7% | +111.5% |
| MRVL | SP Marvell Technology, Inc. - Common Stock (MRVL) | Apr 2, 2026 | Sep 18, 2026 | +128.2% | +16.7% | +111.5% |
| AVGO | F S : New S O : Moran Wealth IRA Broadcom Inc. - Common Stock (AVGO) | Mar 20, 2025 | Sep 18, 2026 | +89.5% | +37.3% | +52.2% |
| AVGO | SP Broadcom Inc. - Common Stock (AVGO) | Mar 20, 2025 | Sep 18, 2026 | +89.5% | +37.3% | +52.2% |
| FIX | F S : New Comfort Systems USA, Inc. Common Stock (FIX) | Dec 4, 2025 | Sep 18, 2026 | +64.6% | +12.5% | +52.1% |
| FIX | SP Comfort Systems USA, Inc. Common Stock (FIX) | Dec 4, 2025 | Sep 18, 2026 | +64.6% | +12.5% | +52.1% |
| MCK | F S : New S O : Moran Wealth IRA McKesson Corporation Common Stock (MCK) | Oct 1, 2024 | Sep 21, 2026 | +79.7% | +39.1% | +40.7% |
| MCK | SP McKesson Corporation Common Stock (MCK) | Oct 1, 2024 | Sep 21, 2026 | +79.7% | +39.1% | +40.7% |
| NOW | SP ServiceNow, Inc. Common Stock (NOW) | Feb 10, 2026 | Sep 18, 2026 | +27.2% | +10.9% | +16.3% |
| NOW | F S : New S O : Moran Wealth IRA ServiceNow, Inc. Common Stock (NOW) | Feb 10, 2026 | Sep 18, 2026 | +27.2% | +10.9% | +16.3% |
| LLY | F S : New S O : Moran Wealth IRA Eli Lilly and Company Common Stock (LLY) | Apr 2, 2026 | Sep 18, 2026 | +23.6% | +16.7% | +6.9% |
| LLY | SP Eli Lilly and Company Common Stock (LLY) | Apr 2, 2026 | Sep 18, 2026 | +23.6% | +16.7% | +6.9% |
| PYPL | SP PayPal Holdings, Inc. - Common Stock (PYPL) | Mar 13, 2026 | Sep 18, 2026 | +17.4% | +15.9% | +1.5% |
| PYPL | F S : New S O : Moran Wealth IRA PayPal Holdings, Inc. - Common Stock (PYPL) | Mar 13, 2026 | Sep 18, 2026 | +17.4% | +15.9% | +1.5% |
| NFLX | SP Netflix, Inc. - Common Stock (NFLX) | Aug 12, 2026 | Sep 18, 2026 | -3.3% | -1.2% | -2.1% |
| NFLX | F S : New S O : Moran Wealth IRA Netflix, Inc. - Common Stock (NFLX) | Aug 12, 2026 | Sep 18, 2026 | -3.3% | -1.2% | -2.1% |
| A | SP The Trade Desk, Inc. - Class A | Oct 9, 2025 | Sep 18, 2026 | +12.3% | +14.7% | -2.4% |
| V | SP Visa Inc. (V) | Oct 24, 2025 | Sep 18, 2026 | +6.9% | +13.7% | -6.8% |
| AMZN | F S : New S O : Moran Wealth IRA Amazon.com, Inc. - Common Stock (AMZN) | Mar 20, 2025 | Sep 18, 2026 | +30.1% | +37.3% | -7.2% |
| AMZN | SP Amazon.com, Inc. - Common Stock (AMZN) | Mar 20, 2025 | Sep 18, 2026 | +30.1% | +37.3% | -7.2% |
| PGR | F S : New S O : Moran Wealth IRA Progressive Corporation (PGR) | Oct 24, 2025 | Sep 21, 2026 | +3.8% | +15.4% | -11.5% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 7 · 171 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| NFLX | SP Netflix, Inc. - Common Stock (NFLX) | Aug 12, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NFLX | F S : New S O : Moran Wealth IRA Netflix, Inc. - Common Stock (NFLX) | Aug 12, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PH | SP Parker-Hannifin Corporation Common Stock (PH) | Aug 11, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| PH | F S : New S O : Moran Wealth IRA Parker-Hannifin Corporation Common Stock (PH) | Aug 11, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| HWM | SP Howmet Aerospace Inc. Common Stock (HWM) | Aug 11, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| HWM | Howmet Aerospace Inc. Common Stock (HWM) | Aug 11, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| ZTS | F S : New S O : Moran Wealth IRA Zoetis Inc. Class A Common Stock (ZTS) | Jun 9, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ZTS | SP Zoetis Inc. Class A Common Stock (ZTS) | Jun 9, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MPWR | F S : New S O : Moran Wealth IRA Monolithic Power Systems, Inc. - Common Stock (MPWR) | Jun 5, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MPWR | SP Monolithic Power Systems, Inc. - Common Stock (MPWR) | Jun 5, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| CDNS | Cadence Design Systems, Inc. - Common Stock (CDNS) | Jun 5, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| CDNS | SP Cadence Design Systems, Inc. - Common Stock (CDNS) | Jun 5, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MRVL | F S : New S O : Moran Wealth IRA Marvell Technology, Inc. - Common Stock (MRVL) | Apr 2, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MRVL | SP Marvell Technology, Inc. - Common Stock (MRVL) | Apr 2, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CMG | SP Chipotle Mexican Grill, Inc. Common Stock (CMG) | Apr 2, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| LLY | F S : New S O : Moran Wealth IRA Eli Lilly and Company Common Stock (LLY) | Apr 2, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| LLY | SP Eli Lilly and Company Common Stock (LLY) | Apr 2, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| INTU | F S : New S O : Moran Wealth IRA Intuit Inc. - Common Stock (INTU) | Apr 2, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| INTU | SP Intuit Inc. - Common Stock (INTU) | Apr 2, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| CMG | Chipotle Mexican Grill, Inc. Common Stock (CMG) | Apr 2, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| NFLX | Netflix, Inc. - Common Stock (NFLX) | Mar 20, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NFLX | SP Netflix, Inc. - Common Stock (NFLX) | Mar 20, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TTD | F S : New S O : Moran Wealth IRA The Trade Desk, Inc. - Class A Common Stock (TTD) | Mar 20, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| TTD | SP The Trade Desk, Inc. - Class A Common Stock (TTD) | Mar 20, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| PYPL | F S : New S O : Moran Wealth IRA PayPal Holdings, Inc. - Common Stock (PYPL) | Mar 13, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075306 | 62 | PARSED | Filing ↗ |
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice.