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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 $3.27 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

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
$58,586,034$4,901,720 -7.7%189,2861.8%Computer and Technology
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$55,623,557$9,790,276 -15.0%62,1331.7%Industrials
NVIDIA Corporation stock logo
NVDA
NVIDIA
$54,613,186$656,616 -1.2%313,1491.7%Computer and Technology
Trane Technologies plc stock logo
TT
Trane Technologies
$48,080,797$1,573,188 -3.2%115,3741.5%Construction
EOG Resources, Inc. stock logo
EOG
EOG Resources
$43,657,393$1,714,889 4.1%301,9811.3%Energy
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$41,752,004$40,844,222 4,499.3%217,5491.3%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$41,549,263$11,334,505 -21.4%122,9451.3%Computer and Technology
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$36,425,604$4,436,818 -10.9%158,0561.1%Aerospace
Microsoft Corporation stock logo
MSFT
Microsoft
$33,928,702$1,977,450 -5.5%91,6571.0%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$33,526,452$5,885,177 -14.9%47,3231.0%Industrials
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$31,462,774$4,629,892 -12.8%172,5601.0%Retail/Wholesale
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$31,291,092$1,439,856 4.8%70,4121.0%Finance
AT&T Inc. stock logo
T
AT&T
$29,297,700$517,761 -1.7%1,010,6140.9%Computer and Technology
Zoetis Inc. stock logo
ZTS
Zoetis
$29,233,852$5,267,801 22.0%247,3040.9%Medical
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$29,040,750$4,632,371 -13.8%104,5120.9%Computer and Technology
FedEx Corporation stock logo
FDX
FedEx
$26,803,970$4,670,588 -14.8%75,2540.8%Transportation
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$26,498,925$2,006,076 -7.0%220,2920.8%Medical
PACCAR Inc. stock logo
PCAR
PACCAR
$25,572,220$1,825,358 -6.7%221,4050.8%Auto/Tires/Trucks
Visa Inc. stock logo
V
Visa
$25,564,668$6,550,145 34.4%84,5840.8%Business Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$25,528,675$712,456 -2.7%86,7850.8%Finance
LINDE PLC
$25,492,475$4,130,177 -13.9%51,4210.8%SHS
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$25,224,821$2,797,721 -10.0%41,7360.8%Aerospace
Amphenol Corporation stock logo
APH
Amphenol
$24,750,323$1,119,208 -4.3%195,8870.8%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$23,733,190$2,305,656 -8.9%82,5330.7%Computer and Technology
NetApp, Inc. stock logo
NTAP
NetApp
$23,069,440$1,831,651 -7.4%225,3100.7%Computer and Technology
CME Group Inc. stock logo
CME
CME Group
$22,879,288$3,768,075 19.7%77,4650.7%Finance
ARISTA NETWORKS INC
$22,420,242$546,494 -2.4%182,6050.7%COM SHS
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$22,220,301$2,972,387 15.4%90,9030.7%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$22,079,069$2,693,045 -10.9%76,9680.7%Computer and Technology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$21,745,233$1,606,508 -6.9%112,0080.7%Computer and Technology
Republic Services, Inc. stock logo
RSG
Republic Services
$21,482,796$1,359,676 -6.0%98,0860.7%Business Services
The Progressive Corporation stock logo
PGR
Progressive
$21,341,131$12,190,174 -36.4%107,6530.7%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$21,331,431$34,528 0.2%274,9250.7%Computer and Technology
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$21,234,629$840,166 4.1%108,3510.7%Medical
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$20,836,449$13,477,784 183.2%28,6270.6%Retail/Wholesale
Aflac Incorporated stock logo
AFL
Aflac
$20,658,887$1,092,050 -5.0%188,3050.6%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$20,578,958$1,076,177 5.5%35,9690.6%Computer and Technology
McKesson Corporation stock logo
MCK
McKesson
$20,264,161$149,707 -0.7%23,4170.6%Medical
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$20,224,304$2,215,851 12.3%46,6030.6%Computer and Technology
WALMART INC
$20,037,726$259,620 -1.3%161,2310.6%COM
Eaton Corporation, PLC stock logo
ETN
Eaton
$19,467,263$2,486,880 -11.3%54,4280.6%Industrials
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$19,441,480$1,306,315 7.2%134,5990.6%Consumer Staples
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$19,218,323$1,893,591 10.9%92,2760.6%Retail/Wholesale
LAM RESEARCH CORP
$18,978,349$490,136 -2.5%88,8250.6%COM NEW
Chevron Corporation stock logo
CVX
Chevron
$18,705,001$781,668 -4.0%90,4060.6%Energy
The Kroger Co. stock logo
KR
Kroger
$18,565,912$53,474 -0.3%256,5770.6%Retail/Wholesale
Cencora, Inc. stock logo
COR
Cencora
$18,478,972$2,021,805 -9.9%58,8240.6%Medical
PulteGroup, Inc. stock logo
PHM
PulteGroup
$18,470,886$1,616,079 -8.0%157,0520.6%Construction
Quanta Services, Inc. stock logo
PWR
Quanta Services
$18,325,738$5,658,200 -23.6%33,3790.6%Construction
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$17,706,991$2,224,609 -11.2%173,3600.5%Business Services
MasTec, Inc. stock logo
MTZ
MasTec
$17,696,987$3,166,565 -15.2%55,0040.5%Construction
American Express Company stock logo
AXP
American Express
$17,573,261$855,115 -4.6%58,0970.5%Finance
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$17,421,378$4,357,822 -20.0%50,9710.5%Computer and Technology
Garmin Ltd. stock logo
GRMN
Garmin
$17,411,190$24,764,515 -58.7%75,0450.5%Computer and Technology
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
$17,192,981$150,883 -0.9%15,7250.5%Computer and Technology
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$16,327,357$1,038,040 -6.0%22,1150.5%Construction
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$16,142,331$665,609 -4.0%33,6860.5%Finance
Penske Automotive Group, Inc. stock logo
PAG
Penske Automotive Group
$16,030,039$6,237,825 -28.0%107,2100.5%Retail/Wholesale
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$15,843,520$589,991 3.9%67,0540.5%Retail/Wholesale
Intuit Inc. stock logo
INTU
Intuit
$15,676,384$632,573 4.2%36,2560.5%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$15,658,451$579,317 -3.6%136,1730.5%Finance
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
$15,657,053$23,446,968 -60.0%11,3540.5%Construction
PepsiCo, Inc. stock logo
PEP
PepsiCo
$15,348,243$1,687,071 12.3%98,8360.5%Consumer Staples
Wabtec stock logo
WAB
Wabtec
$15,260,005$2,407,383 -13.6%61,0620.5%Transportation
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$15,242,977$2,664,382 21.2%15,2980.5%Retail/Wholesale
KLA Corporation stock logo
KLAC
KLA
$15,129,013$2,582,607 -14.6%10,2750.5%Computer and Technology
Stifel Financial Corporation stock logo
SF
Stifel Financial
$15,107,178$4,987,974 49.3%204,3720.5%Finance
TechnipFMC plc stock logo
FTI
TechnipFMC
$14,552,418$14,552,418 New Holding210,5080.4%Energy
Petroleo Brasileiro S.A.- Petrobras stock logo
PBR
Petroleo Brasileiro S.A.- Petrobras
$14,513,899$3,411,736 30.7%699,4650.4%Energy
Mastercard Incorporated stock logo
MA
Mastercard
$14,391,731$436,704 -2.9%28,8030.4%Business Services
SBA Communications Corporation stock logo
SBAC
SBA Communications
$14,046,069$916,486 7.0%81,6110.4%Finance
Rollins, Inc. stock logo
ROL
Rollins
$13,966,128$1,633,598 -10.5%261,4890.4%Construction
SS&C Technologies Holdings, Inc. stock logo
SSNC
SS&C Technologies
$13,911,987$908,411 -6.1%205,8900.4%Computer and Technology
Ingersoll Rand Inc. stock logo
IR
Ingersoll Rand
$13,742,823$1,458,745 -9.6%171,5280.4%Industrials
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$13,717,214$6,858,607 100.0%80,4340.4%Medical
iShares MSCI Brazil ETF stock logo
EWZ
iShares MSCI Brazil ETF
$13,689,260$1,494,100 12.3%356,5840.4%ETF
Spotify Technology stock logo
SPOT
Spotify Technology
$13,603,180$3,563,119 -20.8%28,0530.4%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$13,430,651$1,313,118 10.8%52,9200.4%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$13,289,458$1,229,062 10.2%40,4070.4%Retail/Wholesale
Cigna Group stock logo
CI
Cigna Group
$12,904,031$1,282,534 11.0%48,3750.4%Medical
Medtronic PLC stock logo
MDT
Medtronic
$12,697,084$425,365 -3.2%146,5330.4%Medical
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$12,643,826$1,209,159 -8.7%74,5250.4%Energy
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$12,518,276$3,751,223 42.8%132,8340.4%ETF
Toll Brothers Inc. stock logo
TOL
Toll Brothers
$12,212,428$1,363,608 12.6%89,4880.4%Construction
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$12,117,579$12,117,579 New Holding166,4960.4%Energy
Monster Beverage Corporation stock logo
MNST
Monster Beverage
$12,029,809$954,081 -7.3%166,0200.4%Consumer Staples
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$11,805,003$1,213,943 11.5%73,6340.4%Computer and Technology
ITT Inc. stock logo
ITT
ITT
$11,749,128$819,653 -6.5%61,6660.4%Multi-Sector Conglomerates
GXG
Global X MSCI Colombia ETF
$11,664,306$769,996 7.1%294,8510.4%ETF
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$11,539,362$191,998 1.7%128,0160.4%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$11,405,793$1,732,142 -13.2%118,6250.3%Consumer Discretionary
Sysco Corporation stock logo
SYY
Sysco
$11,352,455$523,562 -4.4%159,1540.3%Consumer Staples
Packaging Corporation of America stock logo
PKG
Packaging Corporation of America
$11,336,580$468,157 -4.0%53,4190.3%Industrials
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
$11,132,681$4,292,011 62.7%165,9860.3%Finance
Sprouts Farmers Market, Inc. stock logo
SFM
Sprouts Farmers Market
$11,094,495$1,150,853 11.6%143,8420.3%Retail/Wholesale
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$11,065,701$11,065,701 New Holding68,1050.3%Computer and Technology
BHP Group Limited Sponsored ADR stock logo
BHP
BHP Group
$11,053,280$981,917 9.7%151,9560.3%Basic Materials
CORPAY INC
$11,019,501$4,826,360 77.9%37,8690.3%COM SHS
Rio Tinto PLC stock logo
RIO
Rio Tinto
$10,992,687$834,289 8.2%117,8340.3%Basic Materials
BARRICK MNG CORP
$10,888,558$5,196,187 91.3%267,2630.3%COM SHS

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