Moran Wealth Management, LLC

CIK
1965334
City
Naples
State / Country
FL

Top Portfolio Positions

423 positions · $3,025,680,564 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AVGO
Broadcom Inc.
Technology
189,286 $58,585,909 1.94%
PH
Parker-Hannifin Corp
Industrials
62,133 $55,623,946 1.84%
NVDA
Nvidia Corp
Technology
313,149 $54,613,185 1.80%
TT
Trane Technologies plc
Industrials
115,374 $48,080,959 1.59%
EOG
Eog Resources Inc
Energy
301,981 $43,657,392 1.44%
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Technology
122,945 $41,549,262 1.37%
HWM
Howmet Aerospace Inc.
Industrials
158,056 $36,425,585 1.20%
MSFT
Microsoft Corp
Technology
91,657 $33,928,671 1.12%
CAT
Caterpillar Inc
Industrials
47,323 $33,526,452 1.11%
WSM
Williams Sonoma Inc
Consumer Cyclical
172,560 $31,462,863 1.04%

Holdings in EOG

Export CSV
1 of 1 shown
Report Date Value (USD) Shares
2026-03-31 $43,657,392 301,981