Moran Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, Moran Wealth Management, Llc disclosed 477 stock positions valued at approximately $3.67B as of quarter-end June 30, 2026. The largest holdings include Broadcom Inc, Nvidia Corporation, and Parker-Hannifin Corp.
- Report Period
- June 30, 2026
- No. of Stocks
- 477
- Portfolio Value
- $3.67B
Holdings by Sector
Moran Wealth Management, Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 477 holdings in the latest reporting period.