Moran Wealth Management, LLC

CIK

1965334

Location

Naples, FL

Portfolio Value

Mid $3,390,459,614

Diversification

Diversified

Filing Date

Global Rank

#964 / 8,700 ▲ 87

Top Industry

Semiconductors 9.8%

Period ended 3 months ago

Filed Aug 5, 2026 · 41d

15 quarters · since Dec 2022

Portfolio Concentration

422 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

1.9%

+0.2 pts

Top 5

9.1%

+1.0 pts

Top 10

16.1%

+1.4 pts

HHI

Diversified+6

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	29.6%	$1,005,139,962	90
Industrials	18.3%	$619,143,920	71
Financial Services	11.6%	$392,721,066	53
Consumer Cyclical	9.8%	$332,361,608	42
Healthcare	9.8%	$332,078,987	43
Consumer Defensive	5.7%	$191,758,438	24
Energy	5.0%	$169,679,380	21
Basic Materials	3.9%	$133,719,612	30
Communication Services	3.8%	$129,254,927	12
Real Estate	2.1%	$71,227,282	31
Utilities	0.4%	$12,991,646	4
Unclassified	0.0%	$382,786	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DVN	Devon Energy Corp/De	+234,591	287,982	$11,899,415
ZTS	Zoetis Inc.	+163,458	410,762	$29,517,356
EXE	EXPAND ENERGY Corp	+137,816	167,650	$15,288,002
KLAC	Kla Corp	+85,083	95,358	$28,770,462
EXEL	Exelixis, Inc.	+77,245	141,150	$7,679,970
NU	Nu Holdings Ltd.	+59,624	419,768	$5,608,099
HALO	Halozyme Therapeutics, Inc.	+49,904	80,381	$6,291,420
TOST	Toast, Inc.	+48,215	93,050	$2,588,650
FIS	Fidelity National Information Services, Inc.	+45,589	151,272	$5,881,454
BROS	Dutch Bros Inc.	+41,993	94,852	$6,811,321
OTIS	Otis Worldwide Corp	+34,565	144,383	$10,337,822
BKNG	Booking Holdings Inc.	+33,408	34,844	$6,210,594
LFST	LifeStance Health Group, Inc.	+31,762	181,413	$1,942,933
ACM	Aecom	+30,702	82,011	$5,724,367
LRCX	Lam Research Corp	+29,850	118,675	$51,425,437
AVPT	AvePoint, Inc.	+29,741	114,035	$1,278,332
NBIX	Neurocrine Biosciences Inc	+27,051	50,557	$8,520,876
HLNE	Hamilton Lane INC	+25,616	71,786	$5,658,889
WMT	Walmart Inc.	+25,148	186,379	$21,109,284
TW	Tradeweb Markets Inc.	+25,023	103,061	$10,271,058
B	Barrick Mining Corp	+22,994	290,257	$10,661,139
ITUB	Itau Unibanco Holding S.A.	+22,678	1,034,027	$8,448,000
AMG	Affiliated Managers Group, Inc.	+22,261	45,453	$15,381,295
IBN	Icici Bank Ltd	+20,109	213,523	$6,198,572
JOBY	Joby Aviation, Inc.	+17,587	122,153	$1,089,604
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
UMC	United Microelectronics Corp	−410,291	500,125	$13,608,400
BF-B	Brown Forman Corp	−249,639	286,003	$7,621,979
T	At&T Inc.	−201,794	808,820	$16,742,573
AFL	Aflac Inc	−186,402	1,903	$223,126
MUFG	Mitsubishi Ufj Financial Group Inc	−144,380	383,724	$7,632,270
PCAR	Paccar Inc	−107,213	114,192	$13,716,742
CELH	Celsius Holdings, Inc.	−97,786	150,064	$4,393,873
ASX	ASE Technology Holding Co., Ltd.	−85,345	301,766	$13,615,680
SMFG	Sumitomo Mitsui Financial Group, Inc.	−67,903	336,966	$7,945,657
PGR	Progressive Corp/Oh/	−64,475	43,178	$9,432,234
CSCO	Cisco Systems, Inc.	−44,434	230,491	$27,073,471
ABEV	Ambev S.A.	−43,806	2,889,840	$9,074,096
FLEX	Flex Ltd.	−37,063	122,370	$19,832,505
PBR	Petrobras - Petroleo Brasileiro SA	−35,510	663,955	$10,729,512
FTNT	Fortinet, Inc.	−33,070	97,816	$15,026,493
EOG	Eog Resources Inc	−29,125	272,856	$35,397,608
MTZ	Mastec Inc	−19,880	35,124	$14,613,690
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−19,632	103,313	$49,339,189
BAC	Bank Of America Corp /De/	−17,438	7,873	$448,603
CCL	Carnival Corp Ltd.	−16,632	280,403	$8,011,113
NTAP	NetApp, Inc.	−15,766	209,544	$32,429,028
AVGO	Broadcom Inc.	−14,489	174,797	$66,029,566
PRG	PROG Holdings, Inc.	−12,848	146,486	$6,827,711
CBOE	Cboe Global Markets, Inc.	−11,907	17,421	$4,227,553
AVAV	AeroVironment Inc	−11,610	11,214	$1,851,094
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	82,156	$24,473,450
DRI	Darden Restaurants Inc	83,994	$17,303,603
AU	AngloGold Ashanti PLC	136,050	$11,005,084
ADP	Automatic Data Processing Inc	43,682	$9,782,583
DY	Dycom Industries Inc	14,160	$7,159,153
DDOG	Datadog, Inc.	25,802	$6,717,807
HQY	Healthequity, Inc.	74,194	$6,701,201
INTC	Intel Corp	47,073	$6,572,802
CHWY	Chewy, Inc.	332,086	$6,525,489
NDAQ	Nasdaq, Inc.	82,618	$6,511,950
EXPE	Expedia Group, Inc.	25,127	$6,429,495
FDXF	FedEx Freight Holding Company, Inc.	38,065	$5,747,815
BE	Bloom Energy Corp	16,506	$4,996,365
DOX	Amdocs Ltd	87,700	$4,432,357
BURL	Burlington Stores, Inc.	11,064	$3,505,074
TDC	Teradata Corp /De/	80,362	$2,784,542
KEX	Kirby Corp	20,356	$2,767,805
PGNY	Progyny, Inc.	91,600	$2,640,828
BCO	Brinks Co	22,233	$2,100,796
LOPE	Grand Canyon Education, Inc.	14,186	$2,030,158
AIR	Aar Corp	12,972	$1,854,087
PLOW	Douglas Dynamics, Inc	33,691	$1,817,629
SPCX	Space Exploration Technologies Corp	8,879	$1,517,065
NEE	Nextera Energy Inc	16,727	$1,468,128
IIPR	Innovative Industrial Properties Inc	17,061	$1,057,440
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ABI	VictoryShares Pioneer Asset-Based Income ETF	217,549	$41,752,004
BKF	iShares MSCI BIC ETF	1,047,499	$40,906,100
AGNG	Global X Funds Global X Aging Population ETF	570,868	$22,665,303
LOW	Lowes Companies Inc	67,054	$15,843,518
INTU	Intuit Inc.	36,256	$15,676,368
VIGI	Vanguard International Dividend Appreciation ETF	141,385	$13,784,679
FNDA	Schwab Fundamental U.S. Small Company ETF	373,188	$11,357,217
BR	Broadridge Financial Solutions, Inc.	68,105	$11,065,699
AAXJ	iShares MSCI All Country Asia ex Japan ETF	172,119	$9,810,627
AIEQ	Amplify AI Powered Equity ETF	199,735	$9,705,872
GIS	General Mills Inc	258,987	$9,639,495
USFD	US Foods Holding Corp.	95,501	$8,806,146
UHS	Universal Health Services Inc	46,776	$8,371,499
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	170,069	$8,350,742
BSX	Boston Scientific Corp	132,336	$8,304,083
CMG	Chipotle Mexican Grill Inc	217,172	$6,951,675
OC	Owens Corning	63,525	$6,874,675
BNDW	Vanguard Total World Bond ETF	72,732	$6,817,897
PPC	Pilgrims Pride Corp	154,831	$5,846,418
HIG	Hartford Insurance Group, Inc.	42,780	$5,785,138
CMCSA	Comcast Corp	198,340	$5,694,340
SSD	Simpson Manufacturing Co., Inc.	30,461	$5,227,715
INGR	Ingredion Inc	46,368	$5,223,818
LULU	lululemon athletica inc.	33,342	$5,104,659
ACES	ALPS Clean Energy ETF	91,741	$4,820,441
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

422 tracked positions · $3,390,459,614 total · filing declares 815 positions · $3,306,251,012 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 422 positions by value · page 1 of 9

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Reduced	174,797	-14,489	$66,029,566	+12.7%	1.95%
APH	Amphenol Corp /De/ Technology	Reduced	186,732	-9,155	$65,849,172	+33.0%	1.94%
NVDA	Nvidia Corp Technology	Added	313,984	+835	$62,825,058	+15.0%	1.85%
PH	Parker-Hannifin Corp Industrials	Reduced	58,956	-3,177	$57,666,042	+3.7%	1.70%
GOOGL	Alphabet Inc. Communication Services	Reduced	158,225	-1,276	$56,246,375	+22.8%	1.66%
TT	Trane Technologies plc Industrials	Reduced	109,513	-5,861	$53,788,404	+11.9%	1.59%
LRCX	Lam Research Corp Technology	Added	118,675	+29,850	$51,425,437	+171.0%	1.52%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	103,313	-19,632	$49,339,189	+18.7%	1.46%
CAT	Caterpillar Inc Industrials	Reduced	39,277	-8,046	$41,826,077	+24.8%	1.23%
HWM	Howmet Aerospace Inc. Industrials	Reduced	148,919	-9,137	$40,038,361	+9.9%	1.18%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	162,177	-10,383	$37,803,458	+20.2%	1.11%
MSFT	Microsoft Corp Technology	Added	97,043	+5,386	$36,198,979	+6.7%	1.07%
CDNS	Cadence Design Systems Inc Technology	Reduced	94,960	-9,552	$35,640,387	+22.7%	1.05%
EOG	Eog Resources Inc Energy	Reduced	272,856	-29,125	$35,397,608	−18.9%	1.04%
AMAT	Applied Materials Inc /De Technology	Reduced	46,459	-4,512	$33,589,857	+92.8%	0.99%
NTAP	NetApp, Inc. Technology	Reduced	209,544	-15,766	$32,429,028	+40.6%	0.96%
AMP	Ameriprise Financial Inc Financial Services	Reduced	68,051	-2,361	$31,219,076	−0.2%	0.92%
TXN	Texas Instruments Inc Technology	Reduced	101,280	-10,728	$30,188,528	+38.8%	0.89%
ZTS	Zoetis Inc. Healthcare	Added	410,762	+163,458	$29,517,356	+1.0%	0.87%
ANET	Arista Networks, Inc. Technology	Reduced	172,638	-9,967	$29,327,742	+30.8%	0.87%
KLAC	Kla Corp Technology	Added	95,358	+85,083	$28,770,462	+90.2%	0.85%
JPM	Jpmorgan Chase & Co Financial Services	Added	86,958	+173	$28,463,961	+11.5%	0.84%
MU	Micron Technology Inc Technology	Added	23,844	+1,379	$27,522,890	+262.6%	0.81%
V	Visa Inc. Financial Services	Reduced	79,975	-4,609	$27,438,622	+7.3%	0.81%
MRK	Merck & Co., Inc. Healthcare	Reduced	212,218	-8,074	$27,270,012	+2.9%	0.80%
CSCO	Cisco Systems, Inc. Technology	Reduced	230,491	-44,434	$27,073,471	+26.9%	0.80%
LIN	Linde PLC Basic Materials	Reduced	49,064	-2,357	$25,461,271	−0.1%	0.75%
LLY	ELI LILLY & Co Healthcare	Added	20,903	+9,638	$25,071,687	+142.0%	0.74%
FDX	Fedex Corp Industrials	Added	78,564	+3,310	$24,600,744	−8.2%	0.73%
MRVL	Marvell Technology, Inc. Technology	NEW	82,156	NEW	$24,473,450	NEW	0.72%
AMZN	Amazon Com Inc Consumer Cyclical	Added	99,103	+6,827	$23,620,208	+22.9%	0.70%
PANW	Palo Alto Networks Inc Technology	Reduced	66,727	-6,907	$22,755,241	+92.8%	0.67%
PWR	Quanta Services, Inc. Industrials	Reduced	31,445	-1,934	$22,641,656	+23.6%	0.67%
JNJ	Johnson & Johnson Healthcare	Reduced	88,810	-2,093	$22,555,075	+1.5%	0.67%
ETN	Eaton Corp plc Industrials	Reduced	52,751	-1,677	$22,478,255	+15.5%	0.66%
DGX	Quest Diagnostics Inc Healthcare	Reduced	104,495	-3,856	$22,147,714	+4.3%	0.65%
META	Meta Platforms, Inc. Communication Services	Added	39,135	+3,166	$22,044,353	+7.1%	0.65%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	26,979	-1,648	$21,442,638	+2.9%	0.63%
WMT	Walmart Inc. Consumer Defensive	Added	186,379	+25,148	$21,109,284	+5.3%	0.62%
FIX	Comfort Systems USA Inc Industrials	Reduced	10,601	-753	$21,010,651	+34.2%	0.62%
IRM	Iron Mountain Inc Real Estate	Reduced	163,458	-9,902	$20,646,379	+16.6%	0.61%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Reduced	148,626	-8,426	$20,392,972	+10.4%	0.60%
RSG	Republic Services, Inc. Industrials	Reduced	94,384	-3,702	$20,111,342	−6.4%	0.59%
FLEX	Flex Ltd. Technology	Reduced	122,370	-37,063	$19,832,505	+90.0%	0.58%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	129,812	-4,787	$19,035,630	−2.1%	0.56%
AXP	American Express Co Financial Services	Reduced	55,870	-2,227	$18,898,027	+7.5%	0.56%
AAPL	Apple Inc. Technology	Added	64,463	+11,543	$18,653,013	+38.9%	0.55%
PAG	Penske Automotive Group, Inc. Consumer Cyclical	Reduced	103,649	-3,561	$18,547,988	+15.7%	0.55%
MSI	Motorola Solutions, Inc. Technology	Reduced	44,007	-2,596	$18,275,666	−9.6%	0.54%
MPWR	Monolithic Power Systems, Inc. Technology	Reduced	13,126	-2,599	$18,144,857	+5.5%	0.54%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.