StockDriftsStockDriftsTop 50 Moran Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 2.47% | 393.6K | $89.9M | +25.36%(+79.63K) | $94.87(+123.68%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 1.69% | 175.2K | $61.5M | +0.22%(+391) | $83.28(+288.13%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 1.42% | 100.6K | $51.6M | +3.72%(+3.61K) | $270.66(+92.52%) | 2026-09-30 | |
| PH | PARKER-HANNIFIN CORP | 1.37% | 52.4K | $50.0M | -11.20%(-6.61K) | $268.73(+232.38%) | 2026-09-30 | |
| TT | TRANE TECHNOLOGIES PLC | 1.36% | 109.3K | $49.4M | -0.15%(-165) | $178.19(+163.13%) | 2026-09-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.3% | 103.9K | $47.4M | +0.54%(+556) | $82.73(+419.83%) | 2026-09-30 | |
| NTAP | NETAPP INC | 1.16% | 200.1K | $42.0M | -4.52%(-9.48K) | $82.14(+158.72%) | 2026-09-30 | |
| EOG | EOG RES INC | 1.03% | 272.1K | $37.5M | -0.29%(-801) | $120.31(+31.29%) | 2026-09-30 | |
| LRCX | LAM RESEARCH CORP | 1.03% | 113.7K | $37.3M | -4.21%(-4.99K) | $167.10(+37.74%) | 2026-09-30 | |
| WSM | WILLIAMS SONOMA INC | 1% | 159.6K | $36.4M | -1.60%(-2.59K) | $59.92(+320.34%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.81% | +59.39% | — | — | +67.45% |
| Top 20 Holdings Unweighted | +16.05% | +56.28% | — | — | +62.18% |
Moran Wealth Management LLC reports $3.64B in US-listed equity holdings across 500 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (2.5%), AVGO (1.7%) and MSFT (1.4%). The top 20 holdings account for 22.54% of reported assets. Its disclosed equity book has returned +59.39% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Moran Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965334). View Moran Wealth Management LLC’s 13F filings on SEC