Free Trial

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

About Moran Wealth Management, LLC

Investment Activity

  • Moran Wealth Management, LLC has $3.64 billion in total holdings as of September 30, 2026.
  • Moran Wealth Management, LLC owns shares of 500 different stocks, but just 167 companies or ETFs make up 80% of its holdings.
  • Approximately 8.68% of the portfolio was purchased this quarter.
  • About 7.01% of the portfolio was sold this quarter.
  • This quarter, Moran Wealth Management, LLC has purchased 491 new stocks and bought additional shares in 321 stocks.
  • Moran Wealth Management, LLC sold shares of 117 stocks and completely divested from 51 stocks this quarter.

Largest Holdings

NVIDIA
$89,892,894
Broadcom
$61,524,414
Microsoft
$51,622,934
Parker-Hannifin
$50,016,802
Trane Technologies
$49,422,950

Largest New Holdings this Quarter

751212101 - Ralph Lauren
$11,144,937 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP
$10,836,628 Holding
670346105 - Nucor
$10,098,701 Holding
174610105 - Citizens Financial Group
$9,805,140 Holding
48581R205 - KASPI KZ JSC
$8,668,852 Holding

Largest Purchases this Quarter

NVIDIA
79,627 shares (about $18.19M)
Amphenol
188,460 shares (about $15.89M)
Ralph Lauren
31,388 shares (about $11.14M)
EXXONMOBIL HOLDINGS CORP
66,585 shares (about $10.84M)
CrowdStrike
38,431 shares (about $10.17M)

Largest Sales this Quarter

Penske Automotive Group
102,291 shares (about $20.49M)
Invesco S&P 500 Equal Weight ETF
58,362 shares (about $12.14M)
PACCAR
109,611 shares (about $12.04M)
ProShares S&P 500 Aristocrats ETF
222,399 shares (about $12.03M)
Ambev
2,858,877 shares (about $8.35M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMoran Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$89,892,894$18,185,217 ▲25.4%393,6112.5%Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$61,524,414$137,316 ▲0.2%175,1881.7%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$51,622,934$1,849,520 ▲3.7%100,6491.4%Technology
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$50,016,802$6,310,500 ▼-11.2%52,3511.4%Industrials
Trane Technologies plc stock logo
TT
Trane Technologies
$49,422,950$74,576 ▼-0.2%109,3481.4%Industrials
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$47,383,999$253,642 ▲0.5%103,8691.3%Technology
NetApp, Inc. stock logo
NTAP
NetApp
$42,029,340$1,991,553 ▼-4.5%200,0641.2%Technology
EOG Resources, Inc. stock logo
EOG
EOG Resources
$37,478,297$110,346 ▼-0.3%272,0551.0%Energy
LAM RESEARCH CORP
$37,345,345$1,640,579 ▼-4.2%113,6811.0%COM NEW
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$36,376,147$590,363 ▼-1.6%159,5871.0%Consumer Discretionary
ARISTA NETWORKS INC
$34,703,137$444,233 ▼-1.3%170,4561.0%COM SHS
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$33,785,057$280,147 ▲0.8%68,6200.9%Finance
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$31,758,183$403,816 ▲1.3%96,1830.9%Technology
Amphenol Corporation stock logo
APH
Amphenol
$31,628,686$15,887,178 ▲100.9%375,1920.9%Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$31,568,919$276,479 ▼-0.9%38,9360.9%Industrials
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$31,421,854$2,260,671 ▼-6.7%138,9240.9%Industrials
Zoetis Inc. stock logo
ZTS
Zoetis
$31,142,424$2,458,923 ▲8.6%445,9750.9%Healthcare
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$31,088,530$12,140,440 ▼-28.1%149,4500.9%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$30,026,830$1,006,778 ▲3.5%87,2670.8%Communication Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$29,966,637$1,586,695 ▲5.6%41,3230.8%Communication Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$29,919,438$1,151,282 ▲4.0%90,4380.8%Finance
Visa Inc. stock logo
V
Visa
$29,031,349$293,932 ▲1.0%80,7930.8%Finance
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$28,392,723$25,208 ▲0.1%101,3700.8%Technology
CME Group Inc. stock logo
CME
CME Group
$27,256,923$7,434,730 ▲37.5%104,0420.7%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$26,029,697$1,338,185 ▲5.4%104,4740.7%Consumer Discretionary
Micron Technology, Inc. stock logo
MU
Micron Technology
$25,567,965$171,483 ▲0.7%24,0050.7%Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$25,065,413$257,666 ▲1.0%232,8850.7%Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$24,636,547$450,104 ▲1.9%21,2920.7%Healthcare
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$24,217,837$136,812 ▼-0.6%103,9080.7%Healthcare
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$23,861,644$2,649,660 ▼-10.0%60,0580.7%Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$23,855,979$6,981,419 ▼-22.6%164,1730.7%Healthcare
Apple Inc. stock logo
AAPL
Apple
$23,457,040$1,989,471 ▲9.3%70,4370.6%Technology
LINDE PLC
$23,346,135$57,907 ▲0.2%49,1860.6%SHS
Eaton Corporation, PLC stock logo
ETN
Eaton
$23,016,772$349,351 ▲1.5%53,5640.6%Industrials
Alphabet Inc. stock logo
GOOG
Alphabet
$23,009,191$2,166,088 ▼-8.6%67,5270.6%Communication Services
FedEx Corporation stock logo
FDX
FedEx
$22,812,617$414,806 ▲1.9%80,0190.6%Industrials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$22,725,281$786,278 ▼-3.3%85,8400.6%Healthcare
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$22,700,158$1,058,045 ▼-4.5%44,3900.6%Technology
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$22,175,673$469,237 ▲2.2%83,9320.6%Technology
Quanta Services, Inc. stock logo
PWR
Quanta Services
$20,742,472$538,432 ▲2.7%32,2830.6%Industrials
Garmin Ltd. stock logo
GRMN
Garmin
$20,390,882$2,582 ▼0.0%71,0880.6%Consumer Discretionary
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$20,348,719$69,363 ▼-0.3%75,6880.6%Healthcare
AT&T Inc. stock logo
T
AT&T
$20,177,824$442,616 ▲2.2%826,9600.6%Communication Services
Republic Services, Inc. stock logo
RSG
Republic Services
$19,899,034$90,664 ▲0.5%94,8160.5%Industrials
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$19,747,106$121,304 ▲0.6%44,2790.5%Technology
WALMART INC
$19,720,847$352,392 ▲1.8%189,7700.5%COM
McKesson Corporation stock logo
MCK
McKesson
$19,528,379$23,053 ▲0.1%22,8720.5%Healthcare
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$19,037,491$178,404 ▲0.9%131,0400.5%Consumer Staples
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$18,951,661$2,932,972 ▲18.3%187,3990.5%ETF
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$18,181,820$46,155 ▲0.3%163,8740.5%Real Estate
KLA Corporation stock logo
KLAC
KLA
$18,174,299$413,836 ▼-2.2%93,2350.5%Technology
PulteGroup, Inc. stock logo
PHM
PulteGroup
$17,979,435$729,901 ▲4.2%154,9150.5%Consumer Discretionary
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
$17,852,094$168,403 ▲1.0%13,2510.5%Technology
Chevron Corporation stock logo
CVX
Chevron
$17,826,920$72,495 ▼-0.4%87,2970.5%Energy
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$17,815,675$136,422 ▲0.8%29,1220.5%Technology
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$17,728,011$549,990 ▲3.2%34,8120.5%Industrials
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
$17,664,027$129,019 ▲0.7%10,6790.5%Industrials
Fortinet, Inc. stock logo
FTNT
Fortinet
$17,620,016$134,428 ▲0.8%98,5680.5%Technology
American Express Company stock logo
AXP
American Express
$17,099,016$108,868 ▲0.6%56,2280.5%Finance
Cencora, Inc. stock logo
COR
Cencora
$16,968,929$42,636 ▲0.3%56,5160.5%Healthcare
Affiliated Managers Group, Inc. stock logo
AMG
Affiliated Managers Group
$16,794,295$176,224 ▲1.1%45,9350.5%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$16,733,112$307,235 ▲1.9%33,6040.5%Finance
Devon Energy Corporation stock logo
DVN
Devon Energy
$16,560,680$3,301,989 ▲24.9%359,7020.5%Energy
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$16,466,447$234,606 ▲1.4%85,2080.5%Consumer Discretionary
Wabtec stock logo
WAB
Wabtec
$16,437,034$54,277 ▼-0.3%57,2360.5%Industrials
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$16,071,863$343,780 ▼-2.1%26,4140.4%Consumer Staples
Mastercard Incorporated stock logo
MA
Mastercard
$15,950,206$296,140 ▲1.9%28,9230.4%Finance
Zoom Communications, Inc. stock logo
ZM
Zoom Communications
$15,808,050$5,750,280 ▲57.2%174,1550.4%Technology
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$15,729,985$92,046 ▲0.6%20,8490.4%Industrials
The Home Depot, Inc. stock logo
HD
Home Depot
$15,359,046$1,404,812 ▲10.1%53,9880.4%Consumer Discretionary
SS&C Technologies Holdings, Inc. stock logo
SSNC
SS&C Technologies
$15,353,269$127,243 ▲0.8%199,2120.4%Industrials
Blackstone Inc. stock logo
BX
Blackstone
$15,260,188$280,336 ▲1.9%136,1430.4%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$15,162,039$6,202,501 ▲69.2%217,9080.4%Communication Services
Elevance Health, Inc. stock logo
ELV
Elevance Health
$15,134,430$622,501 ▲4.3%38,9240.4%Healthcare
The Kroger Co. stock logo
KR
Kroger
$15,021,258$482,912 ▲3.3%256,2480.4%Consumer Staples
BLACKROCK INC
$14,927,180$499,513 ▲3.5%14,1050.4%COM
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$14,812,090$3,947,562 ▲36.3%217,9210.4%Energy
Cigna Group stock logo
CI
Cigna Group
$14,785,377$1,734,275 ▲13.3%54,3920.4%Healthcare
CORPAY INC
$14,775,738$311,269 ▼-2.1%38,0230.4%COM SHS
Stifel Financial Corporation stock logo
SF
Stifel Financial
$14,737,536$573,698 ▲4.1%210,4160.4%Finance
iShares MSCI Italy ETF stock logo
EWI
iShares MSCI Italy ETF
$14,718,814$685,673 ▲4.9%250,6610.4%ETF
iShares MSCI Brazil ETF stock logo
EWZ
iShares MSCI Brazil ETF
$14,621,258$1,027,318 ▲7.6%392,5170.4%ETF
Petroleo Brasileiro S.A.- Petrobras stock logo
PBR
Petroleo Brasileiro S.A.- Petrobras
$14,529,360$672,619 ▲4.9%696,1840.4%Energy
EXPAND ENERGY CORPORATION
$14,256,955$159,266 ▲1.1%169,5440.4%COM
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$14,251,458$2,021,512 ▲16.5%438,1020.4%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$14,110,381$10,174,607 ▲258.5%53,2970.4%Technology
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
$13,604,844$161,529 ▲1.2%159,2700.4%Finance
Spotify Technology stock logo
SPOT
Spotify Technology
$13,540,148$178,378 ▲1.3%27,7820.4%Communication Services
SBA Communications Corporation stock logo
SBAC
SBA Communications
$13,526,137$831,183 ▲6.5%84,4750.4%Real Estate
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$13,304,246$892,108 ▼-6.3%14,6150.4%Consumer Staples
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$13,260,236$290,924 ▲2.2%127,4410.4%Finance
TechnipFMC plc stock logo
FTI
TechnipFMC
$13,255,335$377,024 ▼-2.8%195,1610.4%Energy
Flex Ltd. stock logo
FLEX
Flex
$13,244,226$215,250 ▼-1.6%120,4130.4%Technology
Monster Beverage Corporation stock logo
MNST
Monster Beverage
$13,044,207$6,528,638 ▲100.2%313,4120.4%Consumer Staples
ASE Technology Holding Co., Ltd. stock logo
ASX
ASE Technology
$13,043,497$373,019 ▼-2.8%293,3760.4%Technology
Medtronic PLC stock logo
MDT
Medtronic
$12,962,398$159,723 ▲1.2%150,2190.4%Healthcare
Nu Holdings Ltd. stock logo
NU
NU
$12,923,607$7,609,344 ▲143.2%1,020,8220.4%Finance
ANGLOGOLD ASHANTI PLC
$12,737,365$44,532 ▼-0.3%135,5760.4%COM SHS
BARRICK MNG CORP
$12,735,504$903,188 ▲7.6%312,4130.4%COM SHS
Toll Brothers Inc. stock logo
TOL
Toll Brothers
$12,691,968$565,007 ▲4.7%94,1890.3%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data