Moran Wealth Management, Llc Portfolio Stock Holdings
Moran Wealth Management, Llc disclosed 474 stock positions valued at approximately $3.3 billion in its latest SEC 13F filing. The largest holdings include BROADCOM INC, PARKER-HANNIFIN CORP, and NVIDIA CORPORATION. The filing reflects positions held as of March 31, 2026 and was filed on April 27, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 474
- Portfolio Value
- $3.3B
Holdings by Sector
Moran Wealth Management, Llc Portfolio Holdings in Q1 2026
455 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BROADCOM INC | AVGO | Technology | 1.79% | 189,286 | -15,837 | -7.72% | $58,586,034 |
| PARKER-HANNIFIN CORP | PH | Industrials | 1.70% | 62,133 | -10,936 | -14.97% | $55,623,557 |
| NVIDIA CORPORATION | NVDA | Technology | 1.67% | 313,149 | -3,765 | -1.19% | $54,613,186 |
| TRANE TECHNOLOGIES PLC | TT | Other | 1.47% | 115,374 | -3,775 | -3.17% | $48,080,797 |
| EOG RES INC | EOG | Energy | 1.34% | 301,981 | +11,862 | +4.09% | $43,657,393 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.28% | 217,549 | +212,819 | +4499.34% | $41,752,004 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.27% | 122,945 | -33,539 | -21.43% | $41,549,263 |
| HOWMET AEROSPACE INC | HWM | Industrials | 1.12% | 158,056 | -19,252 | -10.86% | $36,425,604 |
| MICROSOFT CORP | MSFT | Technology | 1.04% | 91,657 | -5,342 | -5.51% | $33,928,702 |
| CATERPILLAR INC | CAT | Industrials | 1.03% | 47,323 | -8,307 | -14.93% | $33,526,452 |
| WILLIAMS SONOMA INC | WSM | Consumer Cyclical | 0.96% | 172,560 | -25,393 | -12.83% | $31,462,774 |
| AMERIPRISE FINL INC | AMP | Financial Services | 0.96% | 70,412 | +3,240 | +4.82% | $31,291,092 |
| AT&T INC | T | Communication Services | 0.90% | 1,010,614 | -17,860 | -1.74% | $29,297,700 |
| ZOETIS INC | ZTS | Healthcare | 0.90% | 247,304 | +44,563 | +21.98% | $29,233,852 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 0.89% | 104,512 | -16,671 | -13.76% | $29,040,750 |
| FEDEX CORP | FDX | Industrials | 0.82% | 75,254 | -13,113 | -14.84% | $26,803,970 |
| MERCK & CO INC | MRK | Healthcare | 0.81% | 220,292 | -16,677 | -7.04% | $26,498,925 |
| PACCAR INC | PCAR | Industrials | 0.78% | 221,405 | -15,804 | -6.66% | $25,572,220 |
| VISA INC | V | Financial Services | 0.78% | 84,584 | +21,672 | +34.45% | $25,564,668 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.78% | 86,785 | -2,422 | -2.72% | $25,528,675 |
| LINDE PLC | LIN | Other | 0.78% | 51,421 | -8,331 | -13.94% | $25,492,475 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.77% | 41,736 | -4,629 | -9.98% | $25,224,821 |
| AMPHENOL CORP | APH | Technology | 0.76% | 195,887 | -8,858 | -4.33% | $24,750,323 |
| ALPHABET INC | GOOGL | Communication Services | 0.73% | 82,533 | -8,018 | -8.85% | $23,733,190 |
| NETAPP INC | NTAP | Technology | 0.71% | 225,310 | -17,889 | -7.36% | $23,069,440 |
| CME GROUP INC | CME | Financial Services | 0.70% | 77,465 | +12,758 | +19.72% | $22,879,288 |
| ARISTA NETWORKS INC | ANET | Other | 0.69% | 182,605 | -4,451 | -2.38% | $22,420,242 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.68% | 90,903 | +12,160 | +15.44% | $22,220,301 |
| ALPHABET INC | GOOG | Communication Services | 0.68% | 76,968 | -9,388 | -10.87% | $22,079,069 |
| TEXAS INSTRS INC | TXN | Technology | 0.67% | 112,008 | -8,275 | -6.88% | $21,745,233 |
| REPUBLIC SVCS INC | RSG | Industrials | 0.66% | 98,086 | -6,208 | -5.95% | $21,482,796 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.65% | 107,653 | -61,492 | -36.35% | $21,341,131 |
| CISCO SYS INC | CSCO | Technology | 0.65% | 274,925 | +445 | +0.16% | $21,331,431 |
| QUEST DIAGNOSTICS INC | DGX | Healthcare | 0.65% | 108,351 | +4,287 | +4.12% | $21,234,629 |
| CASEYS GEN STORES INC | CASY | Consumer Cyclical | 0.64% | 28,627 | +18,517 | +183.16% | $20,836,449 |
| AFLAC INC | AFL | Financial Services | 0.63% | 188,305 | -9,954 | -5.02% | $20,658,887 |
| META PLATFORMS INC | META | Communication Services | 0.63% | 35,969 | +1,881 | +5.52% | $20,578,958 |
| MCKESSON CORP | MCK | Healthcare | 0.62% | 23,417 | -173 | -0.73% | $20,264,161 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.62% | 46,603 | +5,106 | +12.30% | $20,224,304 |
| WALMART INC | WMT | Consumer Defensive | 0.61% | 161,231 | -2,089 | -1.28% | $20,037,726 |
| EATON CORP PLC | ETN | Other | 0.60% | 54,428 | -6,953 | -11.33% | $19,467,263 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.60% | 134,599 | +9,044 | +7.20% | $19,441,480 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.59% | 92,276 | +9,092 | +10.93% | $19,218,323 |
| LAM RESEARCH CORP | LRCX | Other | 0.58% | 88,825 | -2,294 | -2.52% | $18,978,349 |
| CHEVRON CORPORATION | CVX | Energy | 0.57% | 90,406 | -3,778 | -4.01% | $18,705,001 |
| KROGER CO | KR | Consumer Defensive | 0.57% | 256,577 | -739 | -0.29% | $18,565,912 |
| CENCORA INC | COR | Healthcare | 0.57% | 58,824 | -6,436 | -9.86% | $18,478,972 |
| PULTE GROUP INC | PHM | Consumer Cyclical | 0.57% | 157,052 | -13,741 | -8.05% | $18,470,886 |
| QUANTA SVCS INC | PWR | Industrials | 0.56% | 33,379 | -10,306 | -23.59% | $18,325,738 |
| IRON MTN INC DEL | IRM | Real Estate | 0.54% | 173,360 | -21,780 | -11.16% | $17,706,991 |
| MASTEC INC | MTZ | Industrials | 0.54% | 55,004 | -9,842 | -15.18% | $17,696,987 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.54% | 58,097 | -2,827 | -4.64% | $17,573,261 |
| APPLIED MATLS INC | AMAT | Technology | 0.53% | 50,971 | -12,750 | -20.01% | $17,421,378 |
| GARMIN LTD | GRMN | Other | 0.53% | 75,045 | -106,739 | -58.72% | $17,411,190 |
| MONOLITHIC PWR SYS INC | MPWR | Technology | 0.53% | 15,725 | -138 | -0.87% | $17,192,981 |
| EMCOR GROUP INC | EME | Industrials | 0.50% | 22,115 | -1,406 | -5.98% | $16,327,357 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.49% | 33,686 | -1,389 | -3.96% | $16,142,331 |
| PENSKE AUTOMOTIVE GRP INC | PAG | Consumer Cyclical | 0.49% | 107,210 | -41,719 | -28.01% | $16,030,039 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.49% | 67,054 | +2,497 | +3.87% | $15,843,520 |
| INTUIT | INTU | Technology | 0.48% | 36,256 | +1,463 | +4.20% | $15,676,384 |
| BLACKSTONE INC | BX | Financial Services | 0.48% | 136,173 | -5,038 | -3.57% | $15,658,451 |
| COMFORT SYS USA INC | FIX | Industrials | 0.48% | 11,354 | -17,003 | -59.96% | $15,657,053 |
| PEPSICO INC | PEP | Consumer Defensive | 0.47% | 98,836 | +10,864 | +12.35% | $15,348,243 |
| WABTEC | WAB | Industrials | 0.47% | 61,062 | -9,633 | -13.63% | $15,260,005 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.47% | 15,298 | +2,674 | +21.18% | $15,242,977 |
| KLA CORP | KLAC | Technology | 0.46% | 10,275 | -1,754 | -14.58% | $15,129,013 |
| STIFEL FINL CORP | SF | Financial Services | 0.46% | 204,372 | +67,478 | +49.29% | $15,107,178 |
| TECHNIPFMC PLC | G87110105 | Other | 0.45% | 210,508 | +210,508 | +100.00% | $14,552,418 |
| PETROLEO BRASILEIRO S A | PBR | Energy | 0.44% | 699,465 | +164,421 | +30.73% | $14,513,899 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.44% | 28,803 | -874 | -2.95% | $14,391,731 |
| SBA COMMUNICATIONS CORP | SBAC | Real Estate | 0.43% | 81,611 | +5,325 | +6.98% | $14,046,069 |
| ROLLINS INC | ROL | Consumer Cyclical | 0.43% | 261,489 | -30,586 | -10.47% | $13,966,128 |
| SS&C TECH HLDGS | SSNC | Technology | 0.43% | 205,890 | -13,444 | -6.13% | $13,911,987 |
| INGERSOLL RAND INC | IR | Industrials | 0.42% | 171,528 | -18,207 | -9.60% | $13,742,823 |
| IQVIA HLDGS INC | IQV | Healthcare | 0.42% | 80,434 | +40,217 | +100.00% | $13,717,214 |
| ISHARES INC | EWZ | Other | 0.42% | 356,584 | +38,919 | +12.25% | $13,689,260 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 0.42% | 28,053 | -7,348 | -20.76% | $13,603,180 |
| APPLE INC | AAPL | Technology | 0.41% | 52,920 | +5,174 | +10.84% | $13,430,651 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.41% | 40,407 | +3,737 | +10.19% | $13,289,458 |
| THE CIGNA GROUP | CI | Healthcare | 0.40% | 48,375 | +4,808 | +11.04% | $12,904,031 |
| MEDTRONIC PLC | MDT | Other | 0.39% | 146,533 | -4,909 | -3.24% | $12,697,084 |
| EXXON MOBIL CORP | XOM | Energy | 0.39% | 74,525 | -7,127 | -8.73% | $12,643,826 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.38% | 132,834 | +39,805 | +42.79% | $12,518,276 |
| TOLL BROTHERS INC | TOL | Consumer Cyclical | 0.37% | 89,488 | +9,992 | +12.57% | $12,212,428 |
| WILLIAMS COS INC | WMB | Energy | 0.37% | 166,496 | +166,496 | +100.00% | $12,117,579 |
| MONSTER BEVERAGE CORP NEW | MNST | Consumer Defensive | 0.37% | 166,020 | -13,167 | -7.35% | $12,029,809 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.36% | 73,634 | +7,572 | +11.46% | $11,805,003 |
| ITT INC | ITT | Industrials | 0.36% | 61,666 | -4,302 | -6.52% | $11,749,128 |
| GLOBAL X FDS | GXG | Other | 0.36% | 294,851 | +19,464 | +7.07% | $11,664,306 |
| PRICE T ROWE GROUP INC | TROW | Financial Services | 0.35% | 128,016 | +2,130 | +1.69% | $11,539,362 |
| NETFLIX INC. | NFLX | Communication Services | 0.35% | 118,625 | -18,015 | -13.18% | $11,405,793 |
| SYSCO CORP | SYY | Consumer Defensive | 0.35% | 159,154 | -7,340 | -4.41% | $11,352,455 |
| PACKAGING CORP AMER | PKG | Consumer Cyclical | 0.35% | 53,419 | -2,206 | -3.97% | $11,336,580 |
| INTERACTIVE BROKERS GROUP IN | IBKR | Financial Services | 0.34% | 165,986 | +63,993 | +62.74% | $11,132,681 |
| SPROUTS FMRS MKT INC | SFM | Consumer Defensive | 0.34% | 143,842 | +14,921 | +11.57% | $11,094,495 |
| BROADRIDGE FINL SOLUTIONS IN | BR | Technology | 0.34% | 68,105 | +68,105 | +100.00% | $11,065,701 |
| BHP BILLITON LIMITED | BHP | Basic Materials | 0.34% | 151,956 | +13,499 | +9.75% | $11,053,280 |
| CORPAY INC | CPAY | Technology | 0.34% | 37,869 | +16,586 | +77.93% | $11,019,501 |
| RIO TINTO PLC | RIO | Basic Materials | 0.34% | 117,834 | +8,943 | +8.21% | $10,992,687 |
| BARRICK MNG CORP | B | Other | 0.33% | 267,263 | +127,542 | +91.28% | $10,888,558 |