| Ticker | Asset | Value |
|---|---|---|
| — spouse | Onesto, LLC ⇒ Optima Management Services, LLC OL | $1.0M–5M |
| — spouse | Onesto, LLC ⇒ OptimaEd, LLC OL | $500k–1M |
| — spouse | Inspira Financial IRA IH | $50k–100k |
| — spouse | Florida Retirement System (ED) ⇒ FRS 2045 Retirement Fund PE | $15k–50k |
| GOOG spouse | Moran Wealth IRA ⇒ Alphabet Inc. - Class C Capital Stock ST | $1k–15k |
| GOOG | Moran Wealth IRA ⇒ Alphabet Inc. - Class C Capital Stock ST | $1k–15k |
| CDNS | Moran Wealth IRA ⇒ Cadence Design Systems, Inc. ST | $1k–15k |
| CDNS spouse | Moran Wealth IRA ⇒ Cadence Design Systems, Inc. ST | $1k–15k |
| — | Moran Wealth IRA ⇒ Cash IH | $1k–15k |
| CHE spouse | Moran Wealth IRA ⇒ Chemed Corp ST | $1k–15k |
| CHE | Moran Wealth IRA ⇒ Chemed Corp ST | $1k–15k |
| DECK | Moran Wealth IRA ⇒ Deckers Outdoor Corporation ST | $1k–15k |
| DECK spouse | Moran Wealth IRA ⇒ Deckers Outdoor Corporation ST | $1k–15k |
| EFX spouse | Moran Wealth IRA ⇒ Equifax, Inc. Common Stock ST | $1k–15k |
| EFX | Moran Wealth IRA ⇒ Equifax, Inc. Common Stock ST | $1k–15k |
| FDS | Moran Wealth IRA ⇒ FactSet Research Systems Inc. ST | $1k–15k |
| FDS spouse | Moran Wealth IRA ⇒ FactSet Research Systems Inc. ST | $1k–15k |
| IT spouse | Moran Wealth IRA ⇒ Gartner, Inc. Common Stock ST | $1k–15k |
| IT | Moran Wealth IRA ⇒ Gartner, Inc. Common Stock ST | $1k–15k |
| HWM spouse | Moran Wealth IRA ⇒ Howmet Aerospace Inc. ST | $1k–15k |
| HWM | Moran Wealth IRA ⇒ Howmet Aerospace Inc. ST | $1k–15k |
| INTU | Moran Wealth IRA ⇒ Intuit Inc. ST | $1k–15k |
| INTU spouse | Moran Wealth IRA ⇒ Intuit Inc. ST | $1k–15k |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) [ST] Moran Wealth IRA ⇒ JP Morgan Chase & Co. Common Stock ST | $1k–15k |
| LMT spouse | Moran Wealth IRA ⇒ Lockheed Martin Corporation ST | $1k–15k |
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| bought | ZTS | $1k–15k | 2026-06-09 | 2026-07-01 | filing · analyze |
| bought spouse | ZTS | $1k–15k | 2026-06-09 | 2026-07-01 | filing · analyze |
| sold (part) child | CDNS | $1k–15k | 2026-06-05 | 2026-07-01 | filing · analyze |
| sold (part) spouse | CDNS | $1k–15k | 2026-06-05 | 2026-07-01 | filing · analyze |
| sold (part) spouse | MPWR | $1k–15k | 2026-06-05 | 2026-07-01 | filing · analyze |
| sold (part) | MPWR | $1k–15k | 2026-06-05 | 2026-07-01 | filing · analyze |
| sold child | CMG | $1k–15k | 2026-04-02 | 2026-05-01 | filing · analyze |
| sold spouse | CMG | $1k–15k | 2026-04-02 | 2026-05-01 | filing · analyze |
| bought spouse | LLY | $1k–15k | 2026-04-02 | 2026-05-01 | filing · analyze |
| bought | LLY | $1k–15k | 2026-04-02 | 2026-05-01 | filing · analyze |
| sold | INTU | $1k–15k | 2026-04-02 | 2026-05-01 | filing · analyze |
| sold spouse | INTU | $1k–15k | 2026-04-02 | 2026-05-01 | filing · analyze |
| bought spouse | MRVL | $1k–15k | 2026-04-02 | 2026-05-01 | filing · analyze |
| bought | MRVL | $1k–15k | 2026-04-02 | 2026-05-01 | filing · analyze |
| bought child | NFLX | $1k–15k | 2026-03-20 | 2026-04-01 | filing · analyze |
| bought spouse | NFLX | $1k–15k | 2026-03-20 | 2026-04-01 | filing · analyze |
| sold | TTD | $1k–15k | 2026-03-20 | 2026-04-01 | filing · analyze |
| sold spouse | TTD | $1k–15k | 2026-03-20 | 2026-04-01 | filing · analyze |
| bought | PYPL | $1k–15k | 2026-03-13 | 2026-04-01 | filing · analyze |
| bought spouse | PYPL | $1k–15k | 2026-03-13 | 2026-04-01 | filing · analyze |
| sold child | BRO | $1k–15k | 2026-02-10 | 2026-03-01 | filing · analyze |
| sold spouse | BRO | $1k–15k | 2026-02-10 | 2026-03-01 | filing · analyze |
| sold spouse | PYPL | $1k–15k | 2026-02-10 | 2026-03-01 | filing · analyze |
| sold | PYPL | $1k–15k | 2026-02-10 | 2026-03-01 | filing · analyze |
| bought | NOW | $1k–15k | 2026-02-10 | 2026-03-01 | filing · analyze |
| bought spouse | NOW | $1k–15k | 2026-02-10 | 2026-03-01 | filing · analyze |
| bought spouse | TTD | $1k–15k | 2026-02-10 | 2026-03-01 | filing · analyze |
| bought | TTD | $1k–15k | 2026-02-10 | 2026-03-01 | filing · analyze |
| bought spouse | Bitcoin (CRYPTO:BTC) CT | $1k–15k | 2026-01-08 | 2026-01-13 | filing |
| sold (part) | HWM | $1k–15k | 2026-01-08 | 2026-02-01 | filing · analyze |
| sold (part) | PH | $1k–15k | 2026-01-08 | 2026-02-01 | filing · analyze |
| sold | TTD | $1k–15k | 2026-01-08 | 2026-02-01 | filing · analyze |
| sold spouse | TTD | $1k–15k | 2026-01-08 | 2026-02-01 | filing · analyze |
| bought | BTC CT | $50k–100k | 2025-12-18 | 2025-12-18 | filing · analyze |
| bought spouse | Bitcoin (CRYPTO:BTC) CT | $50k–100k | 2025-12-18 | 2025-12-18 | filing |
| sold child | ABT | $1k–15k | 2025-12-04 | 2026-01-01 | filing · analyze |
| sold spouse | ABT | $1k–15k | 2025-12-04 | 2026-01-01 | filing · analyze |
| bought | FIX | $1k–15k | 2025-12-04 | 2026-01-01 | filing · analyze |
| bought spouse | FIX | $1k–15k | 2025-12-04 | 2026-01-01 | filing · analyze |