Moran Wealth Management, LLC

Est. AUM

$3.27B

13F long equity, this entity only

Positions

780

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BROADCOM INC	COM	$58.1M	187871	1.78%	SOLE
2	NVIDIA CORPORATION	COM	$50.6M	290153	1.55%	SOLE
3	TRANE TECHNOLOGIES PLC	SHS	$48.0M	115231	1.47%	SOLE
4	EOG RES INC	COM	$43.6M	301649	1.34%	SOLE
5	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$41.8M	217549	1.28%	SOLE
6	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$41.4M	122486	1.27%	SOLE
7	HOWMET AEROSPACE INC	COM	$36.3M	157564	1.11%	SOLE
8	CATERPILLAR INC	COM	$33.3M	47018	1.02%	SOLE
9	AMERIPRISE FINL INC	COM	$31.3M	70336	0.96%	SOLE
10	AT&T INC	COM	$29.2M	1008473	0.90%	SOLE
11	ZOETIS INC	CL A	$29.2M	247230	0.89%	SOLE
12	FEDEX CORP	COM	$26.8M	75106	0.82%	SOLE
13	MERCK & CO INC	COM	$26.1M	216690	0.80%	SOLE
14	LINDE PLC	SHS	$25.4M	51227	0.78%	SOLE
15	VISA INC	COM CL A	$25.4M	84000	0.78%	SOLE
16	LOCKHEED MARTIN CORP	COM	$25.2M	41673	0.77%	SOLE
17	JPMORGAN CHASE & CO	COM	$25.1M	85309	0.77%	SOLE
18	NETAPP INC	COM	$23.0M	224938	0.71%	SOLE
19	ARISTA NETWORKS INC	COM SHS	$22.3M	181823	0.68%	SOLE
20	JOHNSON & JOHNSON	COM	$22.0M	90182	0.67%	SOLE
21	TEXAS INSTRS INC	COM	$21.7M	111717	0.66%	SOLE
22	ALPHABET INC	CAP STK CL C	$21.4M	74587	0.66%	SOLE
23	CISCO SYS INC	COM	$21.2M	272841	0.65%	SOLE
24	CASEYS GEN STORES INC	COM	$20.8M	28610	0.64%	SOLE
25	MOTOROLA SOLUTIONS INC	COM NEW	$20.2M	46482	0.62%	SOLE
26	PROCTER & GAMBLE CO	COM	$19.3M	133943	0.59%	SOLE
27	CHEVRON CORPORATION	COM	$18.6M	89977	0.57%	SOLE
28	KROGER CO	COM	$18.5M	256257	0.57%	SOLE
29	PULTE GROUP INC	COM	$18.4M	156767	0.56%	SOLE
30	CENCORA INC	COM	$18.4M	58670	0.56%	SOLE
31	IRON MTN INC DEL	COM	$17.7M	173076	0.54%	SOLE
32	MASTEC INC	COM	$17.6M	54667	0.54%	SOLE
33	EMCOR GROUP INC	COM	$16.3M	22074	0.50%	SOLE
34	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$15.8M	33025	0.48%	SOLE
35	BLACKSTONE INC	COM	$15.6M	135533	0.48%	SOLE
36	KLA CORP	COM NEW	$15.0M	10216	0.46%	SOLE
37	IQVIA HLDGS INC	COM	$13.7M	80417	0.42%	SOLE
38	ISHARES INC	MSCI BRAZIL ETF	$13.7M	356584	0.42%	SOLE
39	SPOTIFY TECHNOLOGY S A	SHS	$13.6M	27999	0.42%	SOLE
40	HOME DEPOT INC	COM	$13.2M	40008	0.40%	SOLE
41	THE CIGNA GROUP	COM	$12.9M	48284	0.39%	SOLE
42	MEDTRONIC PLC	SHS	$12.7M	146516	0.39%	SOLE
43	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$12.5M	132834	0.38%	SOLE
44	GLOBAL X FDS	GLBX MSCI COLUM	$11.7M	294591	0.36%	SOLE
45	SYSCO CORP	COM	$11.3M	158752	0.35%	SOLE
46	PACKAGING CORP AMER	COM	$11.3M	53258	0.35%	SOLE
47	NETFLIX INC.	COM	$11.3M	117442	0.35%	SOLE
48	INTERACTIVE BROKERS GROUP IN	COM CL A	$11.1M	165892	0.34%	SOLE
49	BHP BILLITON LIMITED	SPONSORED ADS	$11.0M	151731	0.34%	SOLE
50	BROADRIDGE FINL SOLUTIONS IN	COM	$11.0M	67793	0.34%	SOLE

1–50 of 474

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.