Moran Wealth Management, LLC
Top Portfolio Positions
424 positions ·
$3,041,822,895 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
189,286 | $58,585,909 | 1.93% | |
| PH |
Parker-Hannifin Corp
Industrials
|
62,133 | $55,623,946 | 1.83% | |
| NVDA |
Nvidia Corp
Technology
|
313,149 | $54,613,185 | 1.80% | |
| TT |
Trane Technologies plc
Industrials
|
115,374 | $48,080,959 | 1.58% | |
| 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 | 1.10% | |
| WSM |
Williams Sonoma Inc
Consumer Cyclical
|
172,560 | $31,462,863 | 1.03% |
Portfolio Trend
14 quarters · across all stocks
Holdings in UFPI
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,354,679 | 25,561 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $4,707,558 | 51,703 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $5,055,565 | 54,076 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,602,016 | 56,381 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,503,215 | 60,755 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $7,388,600 | 65,589 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,751,707 | 66,700 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,497,952 | 66,946 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,387,436 | 68,185 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,600,677 | 68,504 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $7,206,912 | 70,380 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,839,695 | 70,476 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,640,860 | 70,981 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,240,961 | 66,132 | Shares | Sole | 2023-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||