Moran Wealth Management, Llc Portfolio Stock Holdings
Moran Wealth Management, Llc disclosed 491 stock positions valued at approximately $3.7 billion in its latest SEC 13F filing. The largest holdings include Broadcom Inc, Nvidia Corporation, and Parker-Hannifin Corp. The filing reflects positions held as of June 30, 2026 and was filed on August 5, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 491
- Portfolio Value
- $3.7B
Holdings by Sector
Moran Wealth Management, Llc Portfolio Holdings in Q2 2026
453 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Broadcom Inc | AVGO | Technology | 1.80% | 174,797 | -14,489 | -7.65% | $66,029,718 |
| Nvidia Corporation | NVDA | Technology | 1.71% | 313,984 | +835 | +0.27% | $62,825,065 |
| Parker-Hannifin Corp | PH | Industrials | 1.57% | 58,956 | -3,177 | -5.11% | $57,665,630 |
| Trane Technologies Plc | TT | Other | 1.47% | 109,513 | -5,861 | -5.08% | $53,788,212 |
| Lam Research Corp New | LRCX | Other | 1.40% | 118,675 | +29,850 | +33.61% | $51,425,437 |
| Taiwan Semiconductor Mfg Ltd S | TSM | Technology | 1.35% | 103,313 | -19,632 | -15.97% | $49,339,189 |
| Invesco S&P 500 Equal Weight E | RSP | Other | 1.21% | 207,812 | -9,737 | -4.48% | $44,216,098 |
| Caterpillar Inc | CAT | Industrials | 1.14% | 39,277 | -8,046 | -17.00% | $41,826,077 |
| Howmet Aerospace Inc | HWM | Industrials | 1.09% | 148,919 | -9,137 | -5.78% | $40,038,387 |
| Williams Sonoma Inc | WSM | Consumer Cyclical | 1.03% | 162,177 | -10,383 | -6.02% | $37,803,342 |
| Microsoft Corp | MSFT | Technology | 0.99% | 97,043 | +5,386 | +5.88% | $36,199,019 |
| Cadence Design System Inc | CDNS | Technology | 0.97% | 94,960 | -9,552 | -9.14% | $35,640,387 |
| Eog Resources Inc | EOG | Energy | 0.97% | 272,856 | -29,125 | -9.64% | $35,397,609 |
| Applied Materials Inc | AMAT | Technology | 0.92% | 46,459 | -4,512 | -8.85% | $33,589,857 |
| Amphenol Corp Cl A | APH | Technology | 0.90% | 186,732 | -9,155 | -4.67% | $32,924,586 |
| Netapp Inc | NTAP | Technology | 0.88% | 209,544 | -15,766 | -7.00% | $32,428,952 |
| Ameriprise Financial Inc | AMP | Financial Services | 0.85% | 68,051 | -2,361 | -3.35% | $31,219,077 |
| Texas Instruments Inc | TXN | Technology | 0.82% | 101,280 | -10,728 | -9.58% | $30,188,530 |
| Alphabet Inc Cap Stock Cl A | GOOGL | Communication Services | 0.82% | 84,341 | +1,808 | +2.19% | $30,140,943 |
| Zoetis Inc Cl A | ZTS | Healthcare | 0.80% | 410,762 | +163,458 | +66.10% | $29,517,326 |
| Arista Networks Inc | ANET | Other | 0.80% | 172,638 | -9,967 | -5.46% | $29,327,744 |
| Kla Corp New | KLAC | Technology | 0.78% | 95,358 | +85,083 | +828.06% | $28,770,462 |
| Jpmorgan Chase & Co | JPM | Financial Services | 0.78% | 86,958 | +173 | +0.20% | $28,463,963 |
| Micron Technology Inc | MU | Technology | 0.75% | 23,844 | +1,379 | +6.14% | $27,522,891 |
| Visa Inc Cl A | V | Financial Services | 0.75% | 79,975 | -4,609 | -5.45% | $27,438,623 |
| Merck & Co Inc | MRK | Healthcare | 0.74% | 212,218 | -8,074 | -3.67% | $27,270,014 |
| Cisco Systems Inc | CSCO | Technology | 0.74% | 230,491 | -44,434 | -16.16% | $27,073,473 |
| Alphabet Inc Cap Stock Cl C | GOOG | Communication Services | 0.71% | 73,884 | -3,084 | -4.01% | $26,105,472 |
| Linde Plc | LIN | Other | 0.69% | 49,064 | -2,357 | -4.58% | $25,461,272 |
| Lilly Eli & Co | LLY | Healthcare | 0.68% | 20,903 | +9,638 | +85.56% | $25,071,685 |
| Fedex Corp | FDX | Industrials | 0.67% | 78,564 | +3,310 | +4.40% | $24,600,745 |
| Marvell Technology Inc | MRVL | Technology | 0.67% | 82,156 | +82,156 | +100.00% | $24,473,450 |
| Amazon.Com Inc | AMZN | Consumer Cyclical | 0.64% | 99,103 | +6,827 | +7.40% | $23,620,209 |
| Palo Alto Networks Inc | PANW | Technology | 0.62% | 66,727 | -6,907 | -9.38% | $22,755,241 |
| Quanta Services Inc | PWR | Industrials | 0.62% | 31,445 | -1,934 | -5.79% | $22,641,658 |
| Johnson & Johnson | JNJ | Healthcare | 0.61% | 88,810 | -2,093 | -2.30% | $22,555,047 |
| Eaton Corp Plc | ETN | Other | 0.61% | 52,751 | -1,677 | -3.08% | $22,478,256 |
| Quest Diagnostics Inc | DGX | Healthcare | 0.60% | 104,495 | -3,856 | -3.56% | $22,147,715 |
| Meta Platforms Inc Cl A | META | Communication Services | 0.60% | 39,135 | +3,166 | +8.80% | $22,044,370 |
| Caseys General Stores Inc | CASY | Consumer Cyclical | 0.58% | 26,979 | -1,648 | -5.76% | $21,442,639 |
| Wal-Mart Inc | WMT | Consumer Defensive | 0.58% | 186,379 | +25,148 | +15.60% | $21,109,229 |
| Comfort Systems Usa Inc | FIX | Industrials | 0.57% | 10,601 | -753 | -6.63% | $21,010,652 |
| Iron Mountain Inc | IRM | Real Estate | 0.56% | 163,458 | -9,902 | -5.71% | $20,646,380 |
| Pulte Group Inc | PHM | Consumer Cyclical | 0.56% | 148,626 | -8,426 | -5.37% | $20,392,974 |
| Republic Services Inc | RSG | Industrials | 0.55% | 94,384 | -3,702 | -3.77% | $20,111,342 |
| Flex Ltd | FLEX | Other | 0.54% | 122,370 | -37,063 | -23.25% | $19,832,506 |
| Procter And Gamble Co | PG | Consumer Defensive | 0.52% | 129,812 | -4,787 | -3.56% | $19,035,632 |
| American Express Co | AXP | Financial Services | 0.52% | 55,870 | -2,227 | -3.83% | $18,898,118 |
| Apple Inc | AAPL | Technology | 0.51% | 64,463 | +11,543 | +21.81% | $18,653,109 |
| Penske Automotive Group Inc | PAG | Consumer Cyclical | 0.51% | 103,649 | -3,561 | -3.32% | $18,547,989 |
| Motorola Solutions Inc New | MSI | Technology | 0.50% | 44,007 | -2,596 | -5.57% | $18,275,667 |
| MONOLITHIC POWER SYSTEMSINC | MPWR | Technology | 0.49% | 13,126 | -2,599 | -16.53% | $18,144,933 |
| Darden Restaurants Inc | DRI | Consumer Cyclical | 0.47% | 83,994 | +83,994 | +100.00% | $17,303,604 |
| Home Depot Inc | HD | Consumer Cyclical | 0.47% | 49,050 | +8,643 | +21.39% | $17,298,954 |
| Mckesson Corp | MCK | Healthcare | 0.47% | 22,845 | -572 | -2.44% | $17,261,709 |
| Emcor Group Inc | EME | Industrials | 0.47% | 20,727 | -1,388 | -6.28% | $17,200,508 |
| Lockheed Martin Corp | LMT | Industrials | 0.47% | 33,732 | -8,004 | -19.18% | $17,185,105 |
| Garmin Ltd | GRMN | Other | 0.46% | 71,097 | -3,948 | -5.26% | $16,888,381 |
| Advanced Micro Devices Inc | AMD | Technology | 0.46% | 28,899 | +497 | +1.75% | $16,787,718 |
| At&T Inc | T | Communication Services | 0.46% | 808,820 | -201,794 | -19.97% | $16,742,574 |
| Cme Group Inc | CME | Financial Services | 0.46% | 75,663 | -1,802 | -2.33% | $16,708,660 |
| Berkshire Hathaway Inc Cl B Ne | BRK-B | Financial Services | 0.45% | 32,987 | -699 | -2.08% | $16,506,365 |
| Cencora Inc Com | COR | Healthcare | 0.43% | 56,374 | -2,450 | -4.16% | $15,952,715 |
| Blackstone Inc | BX | Financial Services | 0.43% | 133,642 | -2,531 | -1.86% | $15,725,569 |
| Vanguard International High Di | VYMI | Other | 0.42% | 158,397 | +25,563 | +19.24% | $15,554,585 |
| Westinghouse Air Brake Technol | WAB | Industrials | 0.42% | 57,425 | -3,637 | -5.96% | $15,481,780 |
| Affiliated Managers Group Inc | AMG | Financial Services | 0.42% | 45,453 | +22,261 | +95.99% | $15,381,295 |
| Expand Energy Corporation Com | CHK | Energy | 0.42% | 167,650 | +137,816 | +461.94% | $15,288,004 |
| Monster Beverage Corp | MNST | Consumer Defensive | 0.41% | 156,549 | -9,471 | -5.70% | $15,047,490 |
| Fortinet Inc | FTNT | Technology | 0.41% | 97,816 | -33,070 | -25.27% | $15,026,494 |
| Toll Brothers Inc | TOL | Consumer Cyclical | 0.40% | 89,996 | +508 | +0.57% | $14,826,842 |
| Iqvia Holdings Inc | IQV | Healthcare | 0.40% | 75,946 | -4,488 | -5.58% | $14,674,286 |
| Mastec Inc | MTZ | Industrials | 0.40% | 35,124 | -19,880 | -36.14% | $14,613,692 |
| Costco Wholesale Corp | COST | Consumer Defensive | 0.40% | 15,595 | +297 | +1.94% | $14,588,271 |
| Mastercard Incorporated Cl A | MA | Financial Services | 0.40% | 28,386 | -417 | -1.45% | $14,579,081 |
| Chevron Corp | CVX | Energy | 0.40% | 87,652 | -2,754 | -3.05% | $14,529,196 |
| Elevance Health Inc | ELV | Healthcare | 0.39% | 37,323 | +444 | +1.20% | $14,433,923 |
| Price T Rowe Group Inc | TROW | Financial Services | 0.39% | 124,645 | -3,371 | -2.63% | $14,170,890 |
| Ishares Msci Italy Etf | EWI | Other | 0.39% | 238,984 | +62,646 | +35.53% | $14,157,412 |
| STIFEL FINANCIAL CORP | SF | Financial Services | 0.38% | 202,225 | -2,147 | -1.05% | $14,109,238 |
| Sba Communications Corp Cl A | SBAC | Real Estate | 0.38% | 79,284 | -2,327 | -2.85% | $13,990,454 |
| Snap On Inc | SNA | Industrials | 0.38% | 34,673 | +9,780 | +39.29% | $13,952,415 |
| ProShares S&P 500 Dividend Ari | NOBL | Other | 0.38% | 246,492 | +240,483 | +4002.05% | $13,842,991 |
| Kroger Co | KR | Consumer Defensive | 0.38% | 248,010 | -8,567 | -3.34% | $13,771,995 |
| Jabil Inc | JBL | Technology | 0.37% | 35,639 | -3,081 | -7.96% | $13,737,929 |
| Paccar Inc | PCAR | Industrials | 0.37% | 114,192 | -107,213 | -48.42% | $13,716,743 |
| INTERACTIVE BROKERS GRP | IBKR | Financial Services | 0.37% | 157,379 | -8,607 | -5.19% | $13,698,269 |
| Ase Technology Holding Co Ltd | ASX | Technology | 0.37% | 301,766 | -85,345 | -22.05% | $13,615,682 |
| United Microelectronics Corp S | UMC | Technology | 0.37% | 500,125 | -410,291 | -45.07% | $13,608,401 |
| Technipfmc Plc | G87110105 | Other | 0.36% | 200,712 | -9,796 | -4.65% | $13,307,206 |
| Ingersoll Rand Inc | IR | Industrials | 0.36% | 161,512 | -10,016 | -5.84% | $13,242,369 |
| Cigna Group Com | CI | Healthcare | 0.36% | 48,012 | -363 | -0.75% | $13,235,949 |
| Ishares Msci Spain Etf | EWP | Other | 0.36% | 222,606 | +56,610 | +34.10% | $13,220,570 |
| Blackrock Inc | BLK | Other | 0.36% | 13,633 | +3,881 | +39.80% | $13,108,947 |
| Pepsico Inc | PEP | Consumer Defensive | 0.36% | 96,651 | -2,185 | -2.21% | $13,086,546 |
| Corpay Inc | CPAY | Technology | 0.35% | 38,824 | +955 | +2.52% | $12,938,874 |
| Ishares Russell Mid-Cap Value | IWS | Other | 0.35% | 78,357 | +75,964 | +3174.43% | $12,897,562 |
| Sysco Corp | SYY | Consumer Defensive | 0.35% | 154,028 | -5,126 | -3.22% | $12,873,660 |
| ISHARES MSCI BRAZIL CAPPED IND | EWZ | Other | 0.34% | 364,938 | +8,354 | +2.34% | $12,590,362 |
| Spotify Technology Sa | SPOT | Other | 0.34% | 27,416 | -637 | -2.27% | $12,587,508 |