Moran Wealth Management, LLC Top Holdings and 13F Report (2026)

About Moran Wealth Management, LLC

Investment Activity

Moran Wealth Management, LLC has $3.27 billion in total holdings as of March 31, 2026.
Moran Wealth Management, LLC owns shares of 474 different stocks, but just 169 companies or ETFs make up 80% of its holdings.
Approximately 13.16% of the portfolio was purchased this quarter.
About 13.76% of the portfolio was sold this quarter.
This quarter, Moran Wealth Management, LLC has purchased 485 new stocks and bought additional shares in 216 stocks.
Moran Wealth Management, LLC sold shares of 172 stocks and completely divested from 97 stocks this quarter.

Largest Holdings

Broadcom: $58,586,034
Parker-Hannifin: $55,623,557
NVIDIA: $54,613,186
Trane Technologies: $48,080,797
EOG Resources: $43,657,393

Largest New Holdings this Quarter

G87110105 - TechnipFMC: $14,552,418 Holding
969457100 - Williams Companies: $12,117,579 Holding
11133T103 - Broadridge Financial Solutions: $11,065,701 Holding
81762P102 - ServiceNow: $7,022,101 Holding
92206C714 - Vanguard Russell 1000 Value ETF: $6,817,898 Holding

Largest Purchases this Quarter

Invesco S&P 500 Equal Weight ETF: 212,819 shares (about $40.84M)
TechnipFMC: 210,508 shares (about $14.55M)
Casey's General Stores: 18,517 shares (about $13.48M)
Williams Companies: 166,496 shares (about $12.12M)
Broadridge Financial Solutions: 68,105 shares (about $11.07M)

Largest Sales this Quarter

Garmin: 106,739 shares (about $24.76M)
Comfort Systems USA: 17,003 shares (about $23.45M)
Progressive: 61,492 shares (about $12.19M)
Taiwan Semiconductor Manufacturing: 33,539 shares (about $11.33M)
DexCom: 164,029 shares (about $10.30M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AVGO Broadcom	$58,586,034	$4,901,720 â–¼	-7.7%	189,286	1.8%	Computer and Technology
PH Parker-Hannifin	$55,623,557	$9,790,276 â–¼	-15.0%	62,133	1.7%	Industrials
NVDA NVIDIA	$54,613,186	$656,616 â–¼	-1.2%	313,149	1.7%	Computer and Technology
TT Trane Technologies	$48,080,797	$1,573,188 â–¼	-3.2%	115,374	1.5%	Construction
EOG EOG Resources	$43,657,393	$1,714,889 â–²	4.1%	301,981	1.3%	Energy
RSP Invesco S&P 500 Equal Weight ETF	$41,752,004	$40,844,222 â–²	4,499.3%	217,549	1.3%	ETF
TSM Taiwan Semiconductor Manufacturing	$41,549,263	$11,334,505 â–¼	-21.4%	122,945	1.3%	Computer and Technology
HWM Howmet Aerospace	$36,425,604	$4,436,818 â–¼	-10.9%	158,056	1.1%	Aerospace
MSFT Microsoft	$33,928,702	$1,977,450 â–¼	-5.5%	91,657	1.0%	Computer and Technology
CAT Caterpillar	$33,526,452	$5,885,177 â–¼	-14.9%	47,323	1.0%	Industrials
WSM Williams-Sonoma	$31,462,774	$4,629,892 â–¼	-12.8%	172,560	1.0%	Retail/Wholesale
AMP Ameriprise Financial	$31,291,092	$1,439,856 â–²	4.8%	70,412	1.0%	Finance
T AT&T	$29,297,700	$517,761 â–¼	-1.7%	1,010,614	0.9%	Computer and Technology
ZTS Zoetis	$29,233,852	$5,267,801 â–²	22.0%	247,304	0.9%	Medical
CDNS Cadence Design Systems	$29,040,750	$4,632,371 â–¼	-13.8%	104,512	0.9%	Computer and Technology
FDX FedEx	$26,803,970	$4,670,588 â–¼	-14.8%	75,254	0.8%	Transportation
MRK Merck & Co., Inc.	$26,498,925	$2,006,076 â–¼	-7.0%	220,292	0.8%	Medical
PCAR PACCAR	$25,572,220	$1,825,358 â–¼	-6.7%	221,405	0.8%	Auto/Tires/Trucks
V Visa	$25,564,668	$6,550,145 â–²	34.4%	84,584	0.8%	Business Services
JPM JPMorgan Chase & Co.	$25,528,675	$712,456 â–¼	-2.7%	86,785	0.8%	Finance
LINDE PLC	$25,492,475	$4,130,177 â–¼	-13.9%	51,421	0.8%	SHS
LMT Lockheed Martin	$25,224,821	$2,797,721 â–¼	-10.0%	41,736	0.8%	Aerospace
APH Amphenol	$24,750,323	$1,119,208 â–¼	-4.3%	195,887	0.8%	Computer and Technology
GOOGL Alphabet	$23,733,190	$2,305,656 â–¼	-8.9%	82,533	0.7%	Computer and Technology
NTAP NetApp	$23,069,440	$1,831,651 â–¼	-7.4%	225,310	0.7%	Computer and Technology
CME CME Group	$22,879,288	$3,768,075 â–²	19.7%	77,465	0.7%	Finance
ARISTA NETWORKS INC	$22,420,242	$546,494 â–¼	-2.4%	182,605	0.7%	COM SHS
JNJ Johnson & Johnson	$22,220,301	$2,972,387 â–²	15.4%	90,903	0.7%	Medical
GOOG Alphabet	$22,079,069	$2,693,045 â–¼	-10.9%	76,968	0.7%	Computer and Technology
TXN Texas Instruments	$21,745,233	$1,606,508 â–¼	-6.9%	112,008	0.7%	Computer and Technology
RSG Republic Services	$21,482,796	$1,359,676 â–¼	-6.0%	98,086	0.7%	Business Services
PGR Progressive	$21,341,131	$12,190,174 â–¼	-36.4%	107,653	0.7%	Finance
CSCO Cisco Systems	$21,331,431	$34,528 â–²	0.2%	274,925	0.7%	Computer and Technology
DGX Quest Diagnostics	$21,234,629	$840,166 â–²	4.1%	108,351	0.7%	Medical
CASY Casey's General Stores	$20,836,449	$13,477,784 â–²	183.2%	28,627	0.6%	Retail/Wholesale
AFL Aflac	$20,658,887	$1,092,050 â–¼	-5.0%	188,305	0.6%	Finance
META Meta Platforms	$20,578,958	$1,076,177 â–²	5.5%	35,969	0.6%	Computer and Technology
MCK McKesson	$20,264,161	$149,707 â–¼	-0.7%	23,417	0.6%	Medical
MSI Motorola Solutions	$20,224,304	$2,215,851 â–²	12.3%	46,603	0.6%	Computer and Technology
WALMART INC	$20,037,726	$259,620 â–¼	-1.3%	161,231	0.6%	COM
ETN Eaton	$19,467,263	$2,486,880 â–¼	-11.3%	54,428	0.6%	Industrials
PG Procter & Gamble	$19,441,480	$1,306,315 â–²	7.2%	134,599	0.6%	Consumer Staples
AMZN Amazon.com	$19,218,323	$1,893,591 â–²	10.9%	92,276	0.6%	Retail/Wholesale
LAM RESEARCH CORP	$18,978,349	$490,136 â–¼	-2.5%	88,825	0.6%	COM NEW
CVX Chevron	$18,705,001	$781,668 â–¼	-4.0%	90,406	0.6%	Energy
KR Kroger	$18,565,912	$53,474 â–¼	-0.3%	256,577	0.6%	Retail/Wholesale
COR Cencora	$18,478,972	$2,021,805 â–¼	-9.9%	58,824	0.6%	Medical
PHM PulteGroup	$18,470,886	$1,616,079 â–¼	-8.0%	157,052	0.6%	Construction
PWR Quanta Services	$18,325,738	$5,658,200 â–¼	-23.6%	33,379	0.6%	Construction
IRM Iron Mountain	$17,706,991	$2,224,609 â–¼	-11.2%	173,360	0.5%	Business Services
MTZ MasTec	$17,696,987	$3,166,565 â–¼	-15.2%	55,004	0.5%	Construction
AXP American Express	$17,573,261	$855,115 â–¼	-4.6%	58,097	0.5%	Finance
AMAT Applied Materials	$17,421,378	$4,357,822 â–¼	-20.0%	50,971	0.5%	Computer and Technology
GRMN Garmin	$17,411,190	$24,764,515 â–¼	-58.7%	75,045	0.5%	Computer and Technology
MPWR Monolithic Power Systems	$17,192,981	$150,883 â–¼	-0.9%	15,725	0.5%	Computer and Technology
EME EMCOR Group	$16,327,357	$1,038,040 â–¼	-6.0%	22,115	0.5%	Construction
BRK.B Berkshire Hathaway	$16,142,331	$665,609 â–¼	-4.0%	33,686	0.5%	Finance
PAG Penske Automotive Group	$16,030,039	$6,237,825 â–¼	-28.0%	107,210	0.5%	Retail/Wholesale
LOW Lowe's Companies	$15,843,520	$589,991 â–²	3.9%	67,054	0.5%	Retail/Wholesale
INTU Intuit	$15,676,384	$632,573 â–²	4.2%	36,256	0.5%	Computer and Technology
BX Blackstone	$15,658,451	$579,317 â–¼	-3.6%	136,173	0.5%	Finance
FIX Comfort Systems USA	$15,657,053	$23,446,968 â–¼	-60.0%	11,354	0.5%	Construction
PEP PepsiCo	$15,348,243	$1,687,071 â–²	12.3%	98,836	0.5%	Consumer Staples
WAB Wabtec	$15,260,005	$2,407,383 â–¼	-13.6%	61,062	0.5%	Transportation
COST Costco Wholesale	$15,242,977	$2,664,382 â–²	21.2%	15,298	0.5%	Retail/Wholesale
KLAC KLA	$15,129,013	$2,582,607 â–¼	-14.6%	10,275	0.5%	Computer and Technology
SF Stifel Financial	$15,107,178	$4,987,974 â–²	49.3%	204,372	0.5%	Finance
FTI TechnipFMC	$14,552,418	$14,552,418 â–²	New Holding	210,508	0.4%	Energy
PBR Petroleo Brasileiro S.A.- Petrobras	$14,513,899	$3,411,736 â–²	30.7%	699,465	0.4%	Energy
MA Mastercard	$14,391,731	$436,704 â–¼	-2.9%	28,803	0.4%	Business Services
SBAC SBA Communications	$14,046,069	$916,486 â–²	7.0%	81,611	0.4%	Finance
ROL Rollins	$13,966,128	$1,633,598 â–¼	-10.5%	261,489	0.4%	Construction
SSNC SS&C Technologies	$13,911,987	$908,411 â–¼	-6.1%	205,890	0.4%	Computer and Technology
IR Ingersoll Rand	$13,742,823	$1,458,745 â–¼	-9.6%	171,528	0.4%	Industrials
IQV IQVIA	$13,717,214	$6,858,607 â–²	100.0%	80,434	0.4%	Medical
EWZ iShares MSCI Brazil ETF	$13,689,260	$1,494,100 â–²	12.3%	356,584	0.4%	ETF
SPOT Spotify Technology	$13,603,180	$3,563,119 â–¼	-20.8%	28,053	0.4%	Computer and Technology
AAPL Apple	$13,430,651	$1,313,118 â–²	10.8%	52,920	0.4%	Computer and Technology
HD Home Depot	$13,289,458	$1,229,062 â–²	10.2%	40,407	0.4%	Retail/Wholesale
CI Cigna Group	$12,904,031	$1,282,534 â–²	11.0%	48,375	0.4%	Medical
MDT Medtronic	$12,697,084	$425,365 â–¼	-3.2%	146,533	0.4%	Medical
XOM ExxonMobil	$12,643,826	$1,209,159 â–¼	-8.7%	74,525	0.4%	Energy
VYMI Vanguard International High Dividend Yield ETF	$12,518,276	$3,751,223 â–²	42.8%	132,834	0.4%	ETF
TOL Toll Brothers	$12,212,428	$1,363,608 â–²	12.6%	89,488	0.4%	Construction
WMB Williams Companies	$12,117,579	$12,117,579 â–²	New Holding	166,496	0.4%	Energy
MNST Monster Beverage	$12,029,809	$954,081 â–¼	-7.3%	166,020	0.4%	Consumer Staples
PANW Palo Alto Networks	$11,805,003	$1,213,943 â–²	11.5%	73,634	0.4%	Computer and Technology
ITT ITT	$11,749,128	$819,653 â–¼	-6.5%	61,666	0.4%	Multi-Sector Conglomerates
GXG Global X MSCI Colombia ETF	$11,664,306	$769,996 â–²	7.1%	294,851	0.4%	ETF
TROW T. Rowe Price Group	$11,539,362	$191,998 â–²	1.7%	128,016	0.4%	Finance
NFLX Netflix	$11,405,793	$1,732,142 â–¼	-13.2%	118,625	0.3%	Consumer Discretionary
SYY Sysco	$11,352,455	$523,562 â–¼	-4.4%	159,154	0.3%	Consumer Staples
PKG Packaging Corporation of America	$11,336,580	$468,157 â–¼	-4.0%	53,419	0.3%	Industrials
IBKR Interactive Brokers Group	$11,132,681	$4,292,011 â–²	62.7%	165,986	0.3%	Finance
SFM Sprouts Farmers Market	$11,094,495	$1,150,853 â–²	11.6%	143,842	0.3%	Retail/Wholesale
BR Broadridge Financial Solutions	$11,065,701	$11,065,701 â–²	New Holding	68,105	0.3%	Computer and Technology
BHP BHP Group	$11,053,280	$981,917 â–²	9.7%	151,956	0.3%	Basic Materials
CORPAY INC	$11,019,501	$4,826,360 â–²	77.9%	37,869	0.3%	COM SHS
RIO Rio Tinto	$10,992,687	$834,289 â–²	8.2%	117,834	0.3%	Basic Materials
BARRICK MNG CORP	$10,888,558	$5,196,187 â–²	91.3%	267,263	0.3%	COM SHS

Showing largest 100 holdings. View all holdings.

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Moran Wealth Management, LLC Top Holdings and 13F Report (2026)

About Moran Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Moran Wealth Management, LLC Top Holdings and 13F Report (2026)

About Moran Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMoran Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools