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Moran Wealth Management, LLC

Portfolio Manager
Moran Wealth Management, LLC
Performance
+0.94% (2026 Q1)
AUM (13F)
$3.27B
# of Holdings
474
Performance Rank
Allocation (Top 20)
22.29%

Moran Wealth Management, LLC Holdings Map

Top 50 Moran Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AVGO
BROADCOM INC
1.79%189.3K$58.6M
-7.72%(-15.84K)
2025-Q1: 286.1K shares2025-Q2: 274.3K shares2025-Q3: 228.2K shares2025-Q4: 205.1K shares2026-Q1: 189.3K shares
$82.65(+404.27%)
2026-03-31
PH
PARKER-HANNIFIN CORP
1.7%62.1K$55.6M
-14.97%(-10.94K)
2025-Q1: 87.3K shares2025-Q2: 83.6K shares2025-Q3: 80.0K shares2025-Q4: 73.1K shares2026-Q1: 62.1K shares
$268.73(+228.35%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.67%313.1K$54.6M
-1.19%(-3.77K)
2025-Q1: 308.6K shares2025-Q2: 307.9K shares2025-Q3: 318.5K shares2025-Q4: 316.9K shares2026-Q1: 313.1K shares
$64.29(+251.27%)
2026-03-31
TT
TRANE TECHNOLOGIES PLC
1.47%115.4K$48.1M
-3.17%(-3.77K)
2025-Q1: 183.2K shares2025-Q2: 133.4K shares2025-Q3: 127.0K shares2025-Q4: 119.1K shares2026-Q1: 115.4K shares
$178.19(+164.34%)
2026-03-31
EOG
EOG RES INC
1.34%302.0K$43.7M
+4.09%(+11.86K)
2025-Q1: 282.3K shares2025-Q2: 271.4K shares2025-Q3: 272.9K shares2025-Q4: 290.1K shares2026-Q1: 302.0K shares
$120.31(+12.15%)
2026-03-31
RSP
INVESCO EXCHANGE TRADED FD T
1.28%217.5K$41.8M
+4499.34%(+212.82K)
2025-Q1: 175.7K shares2025-Q2: 175.3K shares2025-Q3: 82.3K shares2025-Q4: 4.7K shares2026-Q1: 217.5K shares
$191.22(+6.12%)
2026-03-31
TSM
TAIWAN SEMICONDUCTOR MANUFAC
1.27%122.9K$41.5M
-21.43%(-33.54K)
2025-Q1: 193.8K shares2025-Q2: 187.8K shares2025-Q3: 175.2K shares2025-Q4: 156.5K shares2026-Q1: 122.9K shares
$80.67(+395.63%)
2026-03-31
HWM
HOWMET AEROSPACE INC
1.12%158.1K$36.4M
-10.86%(-19.25K)
2025-Q1: 251.0K shares2025-Q2: 238.9K shares2025-Q3: 214.4K shares2025-Q4: 177.3K shares2026-Q1: 158.1K shares
$41.30(+561.32%)
2026-03-31
MSFT
MICROSOFT CORP
1.04%91.7K$33.9M
-5.51%(-5.34K)
2025-Q1: 110.3K shares2025-Q2: 108.8K shares2025-Q3: 107.2K shares2025-Q4: 97.0K shares2026-Q1: 91.7K shares
$258.28(+56.89%)
2026-03-31
CAT
CATERPILLAR INC
1.03%47.3K$33.5M
-14.93%(-8.31K)
2025-Q1: 61.2K shares2025-Q2: 60.4K shares2025-Q3: 59.4K shares2025-Q4: 55.6K shares2026-Q1: 47.3K shares
$219.37(+311.31%)
2026-03-31

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