Moran Wealth Management, LLC

CIK
0001965334
City
NAPLES
State / Country
FL

Top Portfolio Positions

384 positions · $2,721,899,951 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AVGO
Broadcom Inc.
Technology
205,123 $70,993,069 2.61%
PH
Parker-Hannifin Corp
Industrials
73,069 $64,224,728 2.36%
NVDA
Nvidia Corp
Technology
316,914 $59,104,460 2.17%
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Technology
156,484 $47,553,922 1.75%
MSFT
Microsoft Corp
Technology
96,999 $46,910,655 1.72%
TT
Trane Technologies plc
Industrials
119,149 $46,372,790 1.70%
PGR
Progressive Corp/Oh/
Financial Services
169,145 $38,517,698 1.42%
CDNS
Cadence Design Systems Inc
Technology
121,183 $37,879,381 1.39%
GRMN
Garmin Ltd
Technology
181,784 $36,874,884 1.35%
HWM
Howmet Aerospace Inc.
Industrials
177,308 $36,351,685 1.34%

Portfolio Trend

13 quarters · across all stocks

Holdings in CMDB

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Report Date Value (USD) Shares
2025-12-31 $180,466 11,711