Moran Wealth Management, LLC — 13F Holdings & Portfolio
CIK 1965334 · latest 13F-HR filed 2026-04-27
Moran Wealth Management, LLC manages $3.27B in 13F-reported U.S. long-equity assets across 780 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AVGO (1.78%), PH (1.70%), NVDA (1.55%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 86 new positions, exited 97, added to 196, and trimmed 141.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$3.27B
Long-equity book
780
Distinct positions
2026-03-31
Filed 2026-04-27
+86 / −97 / ↑196 / ↓141
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- INVESCO EXCHANGE TRADED FD T$40.8M +4508.0%
- CASEYS GEN STORES INC$15.2M +272.9%
- EOG RES INC$13.2M +43.3%
- PETROLEO BRASILEIRO S A$8.2M +128.9%
- JOHNSON & JOHNSON$5.9M +36.4%
Top Trims
- GARMIN LTD-$19.5M -52.8%
- PROGRESSIVE CORP-$17.2M -44.6%
- MICROSOFT CORP-$13.0M -27.7%
- BROADCOM INC-$12.4M -17.5%
- DEXCOM INC-$11.0M -85.4%
New Positions
- TECHNIPFMC PLC$14.6M
- WILLIAMS COS INC$12.1M
- BROADRIDGE FINL SOLUTIONS IN$11.1M
- SERVICENOW INC$7.0M
- VANGUARD SCOTTSDALE FDS$6.8M
Exited Positions
- COLGATE PALMOLIVE CO$15.2M
- BERKLEY W R CORP$12.1M
- TE CONNECTIVITY PLC$10.0M
- TKO GROUP HOLDINGS INC$8.2M
- PERFORMANCE FOOD GROUP CO$7.6M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BROADCOM INC | AVGO | 11135F101 | $58.1M | 1.78% | 187,871 | SH |
| 2 | PARKER-HANNIFIN CORP | PH | 701094104 | $55.5M | 1.70% | 62,007 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $50.6M | 1.55% | 290,153 | SH |
| 4 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $48.0M | 1.47% | 115,231 | SH |
| 5 | EOG RES INC | EOG | 26875P101 | $43.6M | 1.34% | 301,649 | SH |
| 6 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $41.8M | 1.28% | 217,549 | SH |
| 7 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $41.4M | 1.27% | 122,486 | SH |
| 8 | HOWMET AEROSPACE INC | HWM | 443201108 | $36.3M | 1.11% | 157,564 | SH |
| 9 | CATERPILLAR INC | CAT | 149123101 | $33.3M | 1.02% | 47,018 | SH |
| 10 | MICROSOFT CORP | MSFT | 594918104 | $32.8M | 1.00% | 88,644 | SH |
| 11 | WILLIAMS SONOMA INC | WSM | 969904101 | $31.4M | 0.96% | 172,027 | SH |
| 12 | AMERIPRISE FINL INC | AMP | 03076C106 | $31.3M | 0.96% | 70,336 | SH |
| 13 | AT&T INC | T | 00206R102 | $29.2M | 0.90% | 1,008,473 | SH |
| 14 | ZOETIS INC | ZTS | 98978V103 | $29.2M | 0.89% | 247,230 | SH |
| 15 | CADENCE DESIGN SYSTEM INC | CDNS | 127387108 | $29.0M | 0.89% | 104,279 | SH |
| 16 | FEDEX CORP | FDX | 31428X106 | $26.8M | 0.82% | 75,106 | SH |
| 17 | MERCK & CO INC | MRK | 58933Y105 | $26.1M | 0.80% | 216,690 | SH |
| 18 | PACCAR INC | PCAR | 693718108 | $25.5M | 0.78% | 221,078 | SH |
| 19 | LINDE PLC | LIN | G54950103 | $25.4M | 0.78% | 51,227 | SH |
| 20 | VISA INC | V | 92826C839 | $25.4M | 0.78% | 84,000 | SH |
| 21 | LOCKHEED MARTIN CORP | LMT | 539830109 | $25.2M | 0.77% | 41,673 | SH |
| 22 | JPMORGAN CHASE & CO | JPM | 46625H100 | $25.1M | 0.77% | 85,309 | SH |
| 23 | AMPHENOL CORP | APH | 032095101 | $24.7M | 0.76% | 195,331 | SH |
| 24 | NETAPP INC | NTAP | 64110D104 | $23.0M | 0.71% | 224,938 | SH |
| 25 | CME GROUP INC | CME | 12572Q105 | $22.9M | 0.70% | 77,406 | SH |
| 26 | ALPHABET INC | GOOGL | 02079K305 | $22.7M | 0.70% | 78,948 | SH |
| 27 | ARISTA NETWORKS INC | ANET | 040413205 | $22.3M | 0.68% | 181,823 | SH |
| 28 | JOHNSON & JOHNSON | JNJ | 478160104 | $22.0M | 0.67% | 90,182 | SH |
| 29 | TEXAS INSTRS INC | TXN | 882508104 | $21.7M | 0.66% | 111,717 | SH |
| 30 | REPUBLIC SVCS INC | RSG | 760759100 | $21.4M | 0.66% | 97,927 | SH |
| 31 | ALPHABET INC | GOOG | 02079K107 | $21.4M | 0.66% | 74,587 | SH |
| 32 | PROGRESSIVE CORP | PGR | 743315103 | $21.3M | 0.65% | 107,548 | SH |
| 33 | QUEST DIAGNOSTICS INC | DGX | 74834L100 | $21.2M | 0.65% | 108,177 | SH |
| 34 | CISCO SYS INC | CSCO | 17275R102 | $21.2M | 0.65% | 272,841 | SH |
| 35 | CASEYS GEN STORES INC | CASY | 147528103 | $20.8M | 0.64% | 28,610 | SH |
| 36 | AFLAC INC | AFL | 001055102 | $20.6M | 0.63% | 187,498 | SH |
| 37 | MOTOROLA SOLUTIONS INC | MSI | 620076307 | $20.2M | 0.62% | 46,482 | SH |
| 38 | META PLATFORMS INC | META | 30303M102 | $20.1M | 0.62% | 35,193 | SH |
| 39 | MCKESSON CORP | MCK | 58155Q103 | $20.0M | 0.61% | 23,131 | SH |
| 40 | WALMART INC | WMT | 931142103 | $19.9M | 0.61% | 159,815 | SH |
| 41 | EATON CORP PLC | ETN | G29183103 | $19.4M | 0.59% | 54,260 | SH |
| 42 | PROCTER & GAMBLE CO | PG | 742718109 | $19.3M | 0.59% | 133,943 | SH |
| 43 | LAM RESEARCH CORP | LRCX | 512807306 | $18.9M | 0.58% | 88,438 | SH |
| 44 | CHEVRON CORPORATION | CVX | 166764100 | $18.6M | 0.57% | 89,977 | SH |
| 45 | KROGER CO | KR | 501044101 | $18.5M | 0.57% | 256,257 | SH |
| 46 | PULTE GROUP INC | PHM | 745867101 | $18.4M | 0.56% | 156,767 | SH |
| 47 | CENCORA INC | COR | 03073E105 | $18.4M | 0.56% | 58,670 | SH |
| 48 | AMAZON COM INC | AMZN | 023135106 | $18.3M | 0.56% | 88,084 | SH |
| 49 | QUANTA SVCS INC | PWR | 74762E102 | $18.2M | 0.56% | 33,168 | SH |
| 50 | IRON MTN INC DEL | IRM | 46284V101 | $17.7M | 0.54% | 173,076 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-27 | $3.27B | 780 | 0002085853-26-000507 |
| 2025-12-31 | 2026-01-26 | $3.26B | 764 | 0002085853-26-000091 |