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

About Moran Wealth Management, LLC

Investment Activity

  • Moran Wealth Management, LLC has $3.67 billion in total holdings as of March 31, 2026.
  • Moran Wealth Management, LLC owns shares of 491 different stocks, but just 173 companies or ETFs make up 80% of its holdings.
  • Approximately 13.36% of the portfolio was purchased this quarter.
  • About 12.41% of the portfolio was sold this quarter.
  • This quarter, Moran Wealth Management, LLC has purchased 474 new stocks and bought additional shares in 176 stocks.
  • Moran Wealth Management, LLC sold shares of 226 stocks and completely divested from 71 stocks this quarter.

Largest Holdings

Broadcom
$66,029,718
NVIDIA
$62,825,065
Parker-Hannifin
$57,665,630
Trane Technologies
$53,788,212
Lam Research Corp New
$51,425,437

Largest New Holdings this Quarter

573874104 - Marvell Technology
$24,473,450 Holding
237194105 - Darden Restaurants
$17,303,604 Holding
G0378L100 - Anglogold Ashanti Plc
$11,005,084 Holding
053015103 - Automatic Data Processing
$9,782,584 Holding
771195104 - Roche
$8,905,425 Holding

Largest Purchases this Quarter

KLA
85,083 shares (about $25.67M)
Marvell Technology
82,156 shares (about $24.47M)
Darden Restaurants
83,994 shares (about $17.30M)
ProShares S&P 500 Aristocrats ETF
240,483 shares (about $13.51M)
Lam Research Corp New
29,850 shares (about $12.93M)

Largest Sales this Quarter

Aflac
186,402 shares (about $21.86M)
Progressive
64,475 shares (about $14.08M)
PACCAR
107,213 shares (about $12.88M)
United Microelectronics
410,291 shares (about $11.16M)
Taiwan Semiconductor Manufacturing
19,632 shares (about $9.38M)

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
Broadcom Inc. stock logo
AVGO
Broadcom
$66,029,718$5,473,232 -7.7%174,7971.8%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$62,825,065$167,075 0.3%313,9841.7%Technology
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$57,665,630$3,107,465 -5.1%58,9561.6%Industrials
Trane Technologies plc stock logo
TT
Trane Technologies
$53,788,212$2,878,678 -5.1%109,5131.5%Industrials
Lam Research Corp New
$51,425,437$12,934,900 33.6%118,6751.4%cs
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$49,339,189$9,375,654 -16.0%103,3131.3%Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$44,216,098$2,071,739 -4.5%207,8121.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$41,826,077$8,568,185 -17.0%39,2771.1%Industrials
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$40,038,387$2,456,575 -5.8%148,9191.1%Industrials
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$37,803,342$2,420,270 -6.0%162,1771.0%Consumer Discretionary
Microsoft Corporation stock logo
MSFT
Microsoft
$36,199,019$2,009,088 5.9%97,0431.0%Technology
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$35,640,387$3,585,057 -9.1%94,9601.0%Technology
EOG Resources, Inc. stock logo
EOG
EOG Resources
$35,397,609$3,778,386 -9.6%272,8561.0%Energy
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$33,589,857$3,262,176 -8.9%46,4590.9%Technology
Amphenol Corporation stock logo
APH
Amphenol
$32,924,586$1,614,210 -4.7%186,7320.9%Technology
NetApp, Inc. stock logo
NTAP
NetApp
$32,428,952$2,439,940 -7.0%209,5440.9%Technology
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$31,219,077$1,083,132 -3.4%68,0510.9%Finance
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$30,188,530$3,197,695 -9.6%101,2800.8%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$30,140,943$646,125 2.2%84,3410.8%Communication Services
Zoetis Inc. stock logo
ZTS
Zoetis
$29,517,326$11,746,079 66.1%410,7620.8%Healthcare
Arista Networks Inc
$29,327,744$1,693,194 -5.5%172,6380.8%cs
KLA Corporation stock logo
KLAC
KLA
$28,770,462$25,670,392 828.1%95,3580.8%Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$28,463,963$56,628 0.2%86,9580.8%Finance
Micron Technology, Inc. stock logo
MU
Micron Technology
$27,522,891$1,591,766 6.1%23,8440.8%Technology
Visa Inc. stock logo
V
Visa
$27,438,623$1,581,302 -5.4%79,9750.7%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$27,270,014$1,037,509 -3.7%212,2180.7%Healthcare
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$27,073,473$5,219,218 -16.2%230,4910.7%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$26,105,472$1,089,671 -4.0%73,8840.7%Communication Services
Linde Plc
$25,461,272$1,223,142 -4.6%49,0640.7%cs
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$25,071,685$11,560,106 85.6%20,9030.7%Healthcare
FedEx Corporation stock logo
FDX
FedEx
$24,600,745$1,036,460 4.4%78,5640.7%Industrials
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$24,473,450$24,473,450 New Holding82,1560.7%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$23,620,209$1,627,147 7.4%99,1030.6%Consumer Discretionary
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$22,755,241$2,355,425 -9.4%66,7270.6%Technology
Quanta Services, Inc. stock logo
PWR
Quanta Services
$22,641,658$1,392,557 -5.8%31,4450.6%Industrials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$22,555,047$531,559 -2.3%88,8100.6%Healthcare
Eaton Corporation, PLC stock logo
ETN
Eaton
$22,478,256$714,603 -3.1%52,7510.6%Industrials
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$22,147,715$817,279 -3.6%104,4950.6%Healthcare
Meta Platforms, Inc. stock logo
META
Meta Platforms
$22,044,370$1,783,377 8.8%39,1350.6%Communication Services
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$21,442,639$1,309,814 -5.8%26,9790.6%Consumer Staples
Wal-Mart Inc
$21,109,229$2,848,255 15.6%186,3790.6%cs
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
$21,010,652$1,492,408 -6.6%10,6010.6%Industrials
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$20,646,380$1,250,722 -5.7%163,4580.6%Real Estate
PulteGroup, Inc. stock logo
PHM
PulteGroup
$20,392,974$1,156,131 -5.4%148,6260.6%Consumer Discretionary
Republic Services, Inc. stock logo
RSG
Republic Services
$20,111,342$788,822 -3.8%94,3840.5%Industrials
Flex Ltd. stock logo
FLEX
Flex
$19,832,506$6,006,800 -23.2%122,3700.5%Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$19,035,632$701,966 -3.6%129,8120.5%Consumer Staples
American Express Company stock logo
AXP
American Express
$18,898,118$753,286 -3.8%55,8700.5%Finance
Apple Inc. stock logo
AAPL
Apple
$18,653,109$3,340,100 21.8%64,4630.5%Technology
Penske Automotive Group, Inc. stock logo
PAG
Penske Automotive Group
$18,547,989$637,241 -3.3%103,6490.5%Consumer Discretionary
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$18,275,667$1,078,093 -5.6%44,0070.5%Technology
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
$18,144,933$3,592,769 -16.5%13,1260.5%Technology
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$17,303,604$17,303,604 New Holding83,9940.5%Consumer Discretionary
The Home Depot, Inc. stock logo
HD
Home Depot
$17,298,954$3,048,213 21.4%49,0500.5%Consumer Discretionary
McKesson Corporation stock logo
MCK
McKesson
$17,261,709$432,204 -2.4%22,8450.5%Healthcare
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$17,200,508$1,151,846 -6.3%20,7270.5%Industrials
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$17,185,105$4,077,718 -19.2%33,7320.5%Industrials
Garmin Ltd. stock logo
GRMN
Garmin
$16,888,381$937,808 -5.3%71,0970.5%Consumer Discretionary
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$16,787,718$288,712 1.7%28,8990.5%Technology
AT&T Inc. stock logo
T
AT&T
$16,742,574$4,177,136 -20.0%808,8200.5%Communication Services
CME Group Inc. stock logo
CME
CME Group
$16,708,660$397,936 -2.3%75,6630.5%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$16,506,365$349,773 -2.1%32,9870.5%Finance
Cencora, Inc. stock logo
COR
Cencora
$15,952,715$693,301 -4.2%56,3740.4%Healthcare
Blackstone Inc. stock logo
BX
Blackstone
$15,725,569$297,821 -1.9%133,6420.4%Finance
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$15,554,585$2,510,287 19.2%158,3970.4%ETF
Wabtec stock logo
WAB
Wabtec
$15,481,780$980,535 -6.0%57,4250.4%Industrials
Affiliated Managers Group, Inc. stock logo
AMG
Affiliated Managers Group
$15,381,295$7,533,122 96.0%45,4530.4%Finance
Expand Energy Corporation Com
$15,288,004$12,567,441 461.9%167,6500.4%cs
Monster Beverage Corporation stock logo
MNST
Monster Beverage
$15,047,490$910,353 -5.7%156,5490.4%Consumer Staples
Fortinet, Inc. stock logo
FTNT
Fortinet
$15,026,494$5,080,213 -25.3%97,8160.4%Technology
Toll Brothers Inc. stock logo
TOL
Toll Brothers
$14,826,842$83,693 0.6%89,9960.4%Consumer Discretionary
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$14,674,286$867,171 -5.6%75,9460.4%Healthcare
MasTec, Inc. stock logo
MTZ
MasTec
$14,613,692$8,271,273 -36.1%35,1240.4%Industrials
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$14,588,271$277,827 1.9%15,5950.4%Consumer Staples
Mastercard Incorporated stock logo
MA
Mastercard
$14,579,081$214,172 -1.4%28,3860.4%Finance
Chevron Corporation stock logo
CVX
Chevron
$14,529,196$456,503 -3.0%87,6520.4%Energy
Elevance Health, Inc. stock logo
ELV
Elevance Health
$14,433,923$171,708 1.2%37,3230.4%Healthcare
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$14,170,890$383,249 -2.6%124,6450.4%Finance
iShares MSCI Italy ETF stock logo
EWI
iShares MSCI Italy ETF
$14,157,412$3,711,149 35.5%238,9840.4%ETF
Stifel Financial Corporation stock logo
SF
Stifel Financial
$14,109,238$149,796 -1.1%202,2250.4%Finance
SBA Communications Corporation stock logo
SBAC
SBA Communications
$13,990,454$410,622 -2.9%79,2840.4%Real Estate
Snap-On Incorporated stock logo
SNA
Snap-On
$13,952,415$3,935,472 39.3%34,6730.4%Industrials
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$13,842,991$13,505,526 4,002.0%246,4920.4%ETF
The Kroger Co. stock logo
KR
Kroger
$13,771,995$475,725 -3.3%248,0100.4%Consumer Staples
Jabil, Inc. stock logo
JBL
Jabil
$13,737,929$1,187,647 -8.0%35,6390.4%Technology
PACCAR Inc. stock logo
PCAR
PACCAR
$13,716,743$12,878,426 -48.4%114,1920.4%Industrials
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
$13,698,269$749,153 -5.2%157,3790.4%Finance
ASE Technology Holding Co., Ltd. stock logo
ASX
ASE Technology
$13,615,682$3,850,766 -22.0%301,7660.4%Technology
United Microelectronics Corporation stock logo
UMC
United Microelectronics
$13,608,401$11,164,018 -45.1%500,1250.4%Technology
TechnipFMC plc stock logo
FTI
TechnipFMC
$13,307,206$649,475 -4.7%200,7120.4%Energy
Ingersoll Rand Inc. stock logo
IR
Ingersoll Rand
$13,242,369$821,212 -5.8%161,5120.4%Industrials
Cigna Group stock logo
CI
Cigna Group
$13,235,949$100,072 -0.8%48,0120.4%Healthcare
iShares MSCI Spain ETF stock logo
EWP
iShares MSCI Spain ETF
$13,220,570$3,362,068 34.1%222,6060.4%ETF
Blackrock Inc
$13,108,947$3,731,814 39.8%13,6330.4%cs
PepsiCo, Inc. stock logo
PEP
PepsiCo
$13,086,546$295,849 -2.2%96,6510.4%Consumer Staples
Corpay Inc
$12,938,874$318,273 2.5%38,8240.4%cs
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$12,897,562$12,503,674 3,174.4%78,3570.4%ETF
Sysco Corporation stock logo
SYY
Sysco
$12,873,660$428,431 -3.2%154,0280.4%Consumer Staples
iShares MSCI Brazil ETF stock logo
EWZ
iShares MSCI Brazil ETF
$12,590,362$288,213 2.3%364,9380.3%ETF
Spotify Technology stock logo
SPOT
Spotify Technology
$12,587,508$292,466 -2.3%27,4160.3%Communication Services

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