62 assets, filed Aug 13, 2026 (FD Original).
GOOG
Alphabet Inc. - Class C Capital Stock · Stock (public) · Moran Wealth IRA SP
$1,001 - $15,000
GOOG
Alphabet Inc. - Class C Capital Stock · Stock (public) · Moran Wealth IRA SP
$1,001 - $15,000
AMZN
Amazon.com, Inc. - Common Stock · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
AMZN
Amazon.com, Inc. - Common Stock · Stock (public) · Moran Wealth IRA SP
$1,001 - $15,000
APH
Amphenol Corporation Common Stock · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
ANET
Arista Networks, Inc. Common Stock · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
ANET
Arista Networks, Inc. Common Stock · Stock (public) · Moran Wealth IRA SP
$1,001 - $15,000
ADSK
Autodesk, Inc. - Common Stock · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
ADSK
Autodesk, Inc. - Common Stock · Stock (public) · Moran Wealth IRA SP
$1,001 - $15,000
Bitcoin (CRYPTO:BTC) Crypto
Cryptocurrency
$100,000
AVGO
Broadcom Inc. - Common Stock · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
AVGO
Broadcom Inc. - Common Stock · Stock (public) · Moran Wealth IRA SP
$1,001 - $15,000
BRO
Brown & Brown, Inc. Common Stock · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
BRO
Brown & Brown, Inc. Common Stock · Stock (public) · Moran Wealth IRA SP
$1,001 - $15,000
CDNS
Cadence Design Systems, Inc. · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
CDNS
Cadence Design Systems, Inc. · Stock (public) · Moran Wealth IRA SP
$1,001 - $15,000
CCL
Carnival Corporation Ltd. Common Shares · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
CCL
Carnival Corporation Ltd. Common Shares · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
Cash
IRA holding · Moran Wealth IRA SP
$1,001 - $15,000
CMG
Chipotle Mexican Grill, Inc. Common Stock · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
CMG
Chipotle Mexican Grill, Inc. Common Stock · Stock (public) · Moran Wealth IRA SP
$1,001 - $15,000
FIX
Comfort Systems USA, Inc. Common Stock · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
FIX
Comfort Systems USA, Inc. Common Stock · Stock (public) · Moran Wealth IRA SP
$1,001 - $15,000
FRS 2045 Retirement Fund
Private equity fund · Moran Wealth IRA
$1,001 - $15,000
FTNT
Fortinet, Inc. - Common Stock · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
FTNT
Fortinet, Inc. - Common Stock · Stock (public) · Moran Wealth IRA SP
$1,001 - $15,000
HWM
Howmet Aerospace Inc. · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
HWM
Howmet Aerospace Inc. · Stock (public) · Moran Wealth IRA SP
$1,001 - $15,000
IDXX
IDEXX Laboratories, Inc. - Common Stock · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
IDXX
IDEXX Laboratories, Inc. - Common Stock · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
INTU
Intuit Inc. · Stock (public) · Moran Wealth IRA SP
$1,001 - $15,000
INTU
Intuit Inc. · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
LRCX
Lam Research Corporation - Common Stock · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
MA
Mastercard Incorporated · Stock (public) · Moran Wealth IRA SP
$1,001 - $15,000
MA
Mastercard Incorporated · Stock (public) · Moran Wealth IRA SP
$1,001 - $15,000
MCK
McKesson Corporation Common Stock · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
MCK
McKesson Corporation Common Stock · Stock (public) · Moran Wealth IRA SP
$1,001 - $15,000
META
Meta Platforms, Inc. - Class A Common Stock · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
META
Meta Platforms, Inc. - Class A Common Stock · Stock (public) · Moran Wealth IRA SP
$1,001 - $15,000
MSFT
Microsoft Corporation - Common Stock · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
MSFT
Microsoft Corporation - Common Stock · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
MPWR
Monolithic Power Systems, Inc. · Stock (public) · Moran Wealth IRA SP
$1,001 - $15,000
MPWR
Monolithic Power Systems, Inc. · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
NVDA
NVIDIA Corporation - Common Stock · Stock (public) · Moran Wealth IRA SP
$1,001 - $15,000
NVDA
NVIDIA Corporation - Common Stock · Stock (public) · Moran Wealth IRA
$15,001 - $50,000
Nuveen Lifecycle Index 2045 Fund R6 (TLXIX)
$250,000
Optima Management Services, LLC
Other liability
$500,000
OptimaEd, Inc.
Other liability
$1,000,000
PH
Parker-Hannifin Corporation · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
PYPL
PayPal Holdings, Inc. - Common Stock · Stock (public) · Moran Wealth IRA SP
$1,001 - $15,000
PYPL
PayPal Holdings, Inc. - Common Stock · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
PGR
Progressive Corporation · Stock (public) · Moran Wealth IRA SP
$1,001 - $15,000
PGR
Progressive Corporation · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
TTD
The Trade Desk, Inc. - Class A Common Stock · Stock (public) · Moran Wealth IRA SP
$1,001 - $15,000
TTD
The Trade Desk, Inc. - Class A Common Stock · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
TW
Tradeweb Markets Inc. - Class A Common Stock · Stock (public) · Moran Wealth IRA SP
$1,001 - $15,000
TW
Tradeweb Markets Inc. - Class A Common Stock · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
TT
Trane Technologies plc · Stock (public) · Moran Wealth IRA SP
$1,001 - $15,000
TT
Trane Technologies plc · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
V
Visa Inc. · Stock (public) · Moran Wealth IRA SP
$1,001 - $15,000
V
Visa Inc. · Stock (public) · Moran Wealth IRA
$1,001 - $15,000
ZTS
Zoetis Inc. Class A · Stock (public) · Moran Wealth IRA SP
$1,001 - $15,000