Latest Moran Wealth Management, LLC Stock Portfolio

Moran Wealth Management, LLC Performance:

2025 Q4: -2%YTD: 6.67%2024: 8.37%

Performance for 2025 Q4 is -2%, and YTD is 6.67%, and 2024 is 8.37%.

About Moran Wealth Management, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Moran Wealth Management, LLC reported an equity portfolio of $3.3 Billions as of 31 Dec, 2025.

The top stock holdings of Moran Wealth Management, LLC are AVGO, PH, NVDA. The fund has invested 2.2% of it's portfolio in BROADCOM INC and 2% of portfolio in PARKER-HANNIFIN CORP.

The fund managers got completely rid off PROSHARES TR (BZQ), HERSHEY CO (HSY) and ISHARES INC (EMGF) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ABBOTT LABS (ABT) and INVESCO EXCHANGE TRADED FD T (CSD). Moran Wealth Management, LLC opened new stock positions in GENERAL MLS INC (GIS), ISHARES INC (ACWV) and FORTINET INC (FTNT). The fund showed a lot of confidence in some stocks as they added substantially to CARNIVAL CORP (CCL), COGNIZANT TECHNOLOGY SOLUTIO (CTSH) and EQUINIX INC (EQIX).

Moran Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Moran Wealth Management, LLC made a return of -2% in the last quarter. In trailing 12 months, it's portfolio return was 6.67%.

Performance
S&P 500

New Buys

Ticker	$ Bought
general mls inc	11,033,800
ishares inc	10,092,200
fortinet inc	8,928,780
tradeweb mkts inc	7,755,250
ishares inc	7,524,760
brown & brown inc	7,453,620
ishares tr	7,218,620
hamilton lane inc	6,288,130

New stocks bought by Moran Wealth Management, LLC

Additions

Ticker	% Inc.
carnival corp	2,940
cognizant technology solutio	2,327
equinix inc	1,047
netflix inc	935
henry jack & assoc inc	573
ishares tr	561
ishares inc	388
antero resources corp	344

Additions to existing portfolio by Moran Wealth Management, LLC

Reductions

Ticker	% Reduced
ishares tr	-98.84
abbott labs	-97.73
invesco exchange traded fd t	-94.25
spdr s&p 500 etf tr	-88.66
ishares tr	-87.46
oracle corp	-86.4
ishares tr	-53.47
vanguard index fds	-45.33

Moran Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
totalenergies se	-5,108,380
unilever plc	-4,878,000
amcor plc	-2,169,250
viant technology inc	-355,599
woodside energy group ltd	-347,941
protagonist therapeutics inc	-1,076,960
skyward specialty ins group	-558,212
toast inc	-260,754

Moran Wealth Management, LLC got rid off the above stocks

Sector Distribution

Moran Wealth Management, LLC has about 20.9% of it's holdings in Technology sector.

Sector	%
Technology	20.9
Industrials	17.2
Others	14.1
Financial Services	11.9
Consumer Cyclical	9.4
Healthcare	8.8
Consumer Defensive	5.7
Communication Services	4.2
Energy	2.9
Real Estate	2.1
Basic Materials	2.1

Market Cap. Distribution

Moran Wealth Management, LLC has about 75.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	57.6
MEGA-CAP	17.8
UNALLOCATED	13.5
MID-CAP	9.6
SMALL-CAP	1.3

Stocks belong to which Index?

About 73% of the stocks held by Moran Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	66.7
Others	26.9
RUSSELL 2000	6.3

Top 5 Winners (%)		%
MU	micron technology inc	60.1 %
ANF	abercrombie & fitch co	45.9 %
ASTS	ast spacemobile inc	45.0 %
GMED	globus med inc	43.9 %
LLY	eli lilly & co	39.9 %

Top 5 Winners ($)		$
PH	parker-hannifin corp	9.2 M
GOOG	alphabet inc	6.6 M
GOOG	alphabet inc	6.5 M
CAT	caterpillar inc	5.5 M
MRK	merck & co inc	4.8 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
SMR	nuscale pwr corp	-56.9 %
LRN	stride inc	-54.8 %
ATGE	adtalem global ed inc	-32.0 %
MOS	mosaic co new	-26.3 %

Top 5 Losers ($)		$
NFLX	netflix inc	-82.8 M
GRMN	garmin ltd	-8.1 M
CDNS	cadence design system inc	-5.1 M
	spotify technology s a	-4.2 M
TT	trane technologies plc	-4.0 M

Moran Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Moran Wealth Management, LLC

Moran Wealth Management, LLC has 483 stocks in it's portfolio. About 14.9% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. PH was the most profitable stock for Moran Wealth Management, LLC last quarter.

Last Reported on: 26 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AA	alcoa corp	0.08	49,516	2,631,280	new

AAPL	apple inc	0.40	47,746	12,980,200	added	16.61

AAXJ	ishares tr	0.30	69,553	9,841,050	added	561

AAXJ	ishares tr	0.06	61,243	1,896,080	added	16.44

ABC	cencora inc	0.68	65,260	22,041,600	reduced	-7.12

ABT	abbott labs	0.01	1,709	214,121	reduced	-97.73

ACES	alps etf tr	0.06	40,590	1,908,540	added	20.42

ACES	alps etf tr	0.03	21,084	1,079,920	added	22.67

ACGL	arch cap group ltd	0.21	70,196	6,733,200	reduced	-5.45

ACHR	archer aviation inc	0.01	62,502	470,015	new

ACIO	etf ser solutions	0.05	23,462	1,497,720	added	12.91

ACIW	aci worldwide inc	0.07	47,821	2,286,320	reduced	-7.01

ACM	aecom	0.11	38,076	3,629,780	new

ACWV	ishares inc	0.31	317,665	10,092,200	new

ACWV	ishares inc	0.23	139,580	7,524,760	new

ACWV	ishares inc	0.22	289,506	7,035,580	added	388

ADC	agree rlty corp	0.04	19,938	1,436,130	added	5.55

ADP	automatic data processing in	0.15	19,136	4,922,350	added	8.52

ADSK	autodesk inc	0.35	38,480	11,390,500	added	2.41

ADUS	addus homecare corp	0.06	18,046	1,937,960	reduced	-11.99