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%	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%	Technology
TT Trane Technologies	$48,080,797	$1,573,188 â–¼	-3.2%	115,374	1.5%	Industrials
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%	Technology
HWM Howmet Aerospace	$36,425,604	$4,436,818 â–¼	-10.9%	158,056	1.1%	Industrials
MSFT Microsoft	$33,928,702	$1,977,450 â–¼	-5.5%	91,657	1.0%	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%	Consumer Discretionary
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%	Communication Services
ZTS Zoetis	$29,233,852	$5,267,801 â–²	22.0%	247,304	0.9%	Healthcare
CDNS Cadence Design Systems	$29,040,750	$4,632,371 â–¼	-13.8%	104,512	0.9%	Technology
FDX FedEx	$26,803,970	$4,670,588 â–¼	-14.8%	75,254	0.8%	Industrials
MRK Merck & Co., Inc.	$26,498,925	$2,006,076 â–¼	-7.0%	220,292	0.8%	Healthcare
PCAR PACCAR	$25,572,220	$1,825,358 â–¼	-6.7%	221,405	0.8%	Industrials
V Visa	$25,564,668	$6,550,145 â–²	34.4%	84,584	0.8%	Finance
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%	Industrials
APH Amphenol	$24,750,323	$1,119,208 â–¼	-4.3%	195,887	0.8%	Technology
GOOGL Alphabet	$23,733,190	$2,305,656 â–¼	-8.9%	82,533	0.7%	Communication Services
NTAP NetApp	$23,069,440	$1,831,651 â–¼	-7.4%	225,310	0.7%	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%	Healthcare
GOOG Alphabet	$22,079,069	$2,693,045 â–¼	-10.9%	76,968	0.7%	Communication Services
TXN Texas Instruments	$21,745,233	$1,606,508 â–¼	-6.9%	112,008	0.7%	Technology
RSG Republic Services	$21,482,796	$1,359,676 â–¼	-6.0%	98,086	0.7%	Industrials
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%	Technology
DGX Quest Diagnostics	$21,234,629	$840,166 â–²	4.1%	108,351	0.7%	Healthcare
CASY Casey's General Stores	$20,836,449	$13,477,784 â–²	183.2%	28,627	0.6%	Consumer Staples
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%	Communication Services
MCK McKesson	$20,264,161	$149,707 â–¼	-0.7%	23,417	0.6%	Healthcare
MSI Motorola Solutions	$20,224,304	$2,215,851 â–²	12.3%	46,603	0.6%	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%	Consumer Discretionary
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%	Consumer Staples
COR Cencora	$18,478,972	$2,021,805 â–¼	-9.9%	58,824	0.6%	Healthcare
PHM PulteGroup	$18,470,886	$1,616,079 â–¼	-8.0%	157,052	0.6%	Consumer Discretionary
PWR Quanta Services	$18,325,738	$5,658,200 â–¼	-23.6%	33,379	0.6%	Industrials
IRM Iron Mountain	$17,706,991	$2,224,609 â–¼	-11.2%	173,360	0.5%	Real Estate
MTZ MasTec	$17,696,987	$3,166,565 â–¼	-15.2%	55,004	0.5%	Industrials
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%	Technology
GRMN Garmin	$17,411,190	$24,764,515 â–¼	-58.7%	75,045	0.5%	Consumer Discretionary
MPWR Monolithic Power Systems	$17,192,981	$150,883 â–¼	-0.9%	15,725	0.5%	Technology
EME EMCOR Group	$16,327,357	$1,038,040 â–¼	-6.0%	22,115	0.5%	Industrials
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%	Consumer Discretionary
LOW Lowe's Companies	$15,843,520	$589,991 â–²	3.9%	67,054	0.5%	Consumer Discretionary
INTU Intuit	$15,676,384	$632,573 â–²	4.2%	36,256	0.5%	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%	Industrials
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%	Industrials
COST Costco Wholesale	$15,242,977	$2,664,382 â–²	21.2%	15,298	0.5%	Consumer Staples
KLAC KLA	$15,129,013	$2,582,607 â–¼	-14.6%	10,275	0.5%	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%	Finance
SBAC SBA Communications	$14,046,069	$916,486 â–²	7.0%	81,611	0.4%	Real Estate
ROL Rollins	$13,966,128	$1,633,598 â–¼	-10.5%	261,489	0.4%	Industrials
SSNC SS&C Technologies	$13,911,987	$908,411 â–¼	-6.1%	205,890	0.4%	Industrials
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%	Healthcare
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%	Communication Services
AAPL Apple	$13,430,651	$1,313,118 â–²	10.8%	52,920	0.4%	Technology
HD Home Depot	$13,289,458	$1,229,062 â–²	10.2%	40,407	0.4%	Consumer Discretionary
CI Cigna Group	$12,904,031	$1,282,534 â–²	11.0%	48,375	0.4%	Healthcare
MDT Medtronic	$12,697,084	$425,365 â–¼	-3.2%	146,533	0.4%	Healthcare
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%	Consumer Discretionary
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%	Technology
ITT ITT	$11,749,128	$819,653 â–¼	-6.5%	61,666	0.4%	Industrials
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%	Communication Services
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%	Materials
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%	Consumer Staples
BR Broadridge Financial Solutions	$11,065,701	$11,065,701 â–²	New Holding	68,105	0.3%	Industrials
BHP BHP Group	$11,053,280	$981,917 â–²	9.7%	151,956	0.3%	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%	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

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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