StockDriftsStockDriftsTop 50 Moran Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | Broadcom Inc | 1.8% | 174.8K | $66.0M | -7.65%(-14.49K) | $82.65(+376.39%) | 2026-06-30 | |
| NVDA | Nvidia Corporation | 1.71% | 314.0K | $62.8M | +0.27%(+835) | $64.60(+249.92%) | 2026-06-30 | |
| PH | Parker-Hannifin Corp | 1.57% | 59.0K | $57.7M | -5.11%(-3.18K) | $268.73(+291.39%) | 2026-06-30 | |
| TT | Trane Technologies Plc | 1.47% | 109.5K | $53.8M | -5.08%(-5.86K) | $178.19(+168.17%) | 2026-06-30 | |
| LRCX | Lam Research Corp New | 1.4% | 118.7K | $51.4M | +33.61%(+29.85K) | $167.10(+101.93%) | 2026-06-30 | |
| TSM | Taiwan Semiconductor Mfg Ltd S | 1.35% | 103.3K | $49.3M | -15.97%(-19.63K) | $80.67(+429.20%) | 2026-06-30 | |
| RSP | Invesco S&P 500 Equal Weight E | 1.21% | 207.8K | $44.2M | -4.48%(-9.74K) | $191.22(+15.97%) | 2026-06-30 | |
| CAT | Caterpillar Inc | 1.14% | 39.3K | $41.8M | -17.00%(-8.05K) | $219.37(+296.35%) | 2026-06-30 | |
| HWM | Howmet Aerospace Inc | 1.09% | 148.9K | $40.0M | -5.78%(-9.14K) | $41.30(+603.38%) | 2026-06-30 | |
| WSM | Williams Sonoma Inc | 1.03% | 162.2K | $37.8M | -6.02%(-10.38K) | $59.92(+299.69%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.60% | +62.64% | — | — | +72.40% |
| Top 20 Holdings Unweighted | +16.74% | +59.10% | — | — | +66.13% |
Moran Wealth Management, LLC reports $3.31B in US-listed equity holdings across 491 positions in its most recent 13F filing. Its largest disclosed positions are AVGO (1.8%), NVDA (1.7%) and PH (1.6%). The top 20 holdings account for 22.69% of reported assets. Its disclosed equity book has returned +62.64% on a three-year cumulative basis. Figures reflect the Q2 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