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Latest Moran Wealth Management, LLC Stock Portfolio

$3.67Billion | No. of Holdings #491

Moran Wealth Management, LLC Performance

2026 Q2+10.72%
YTD+11.10%
2025+10.13%

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

On 2026-08-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Moran Wealth Management, LLC reported an equity portfolio of $3.7 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Moran Wealth Management, LLC are AVGO, NVDA, PH. The fund has invested 1.8% of it's portfolio in BROADCOM INC and 1.7% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off LOWES COS INC (LOW), INTUIT (INTU) and GLOBAL X FDS (AGNG) stocks. They significantly reduced their stock positions in AFLAC INC (AFL), ISHARES MSCI ACWI INDEX FUND (AAXJ) and BANK OF AMERICA CORP (BAC). Moran Wealth Management, LLC opened new stock positions in MARVELL TECHNOLOGY INC (MRVL), DARDEN RESTAURANTS INC (DRI) and ANGLOGOLD ASHANTI PLC. The fund showed a lot of confidence in some stocks as they added substantially to PROSHARES S&P 500 DIVIDEND ARI (BZQ), ISHARES RUSSELL MID-CAP VALUE (IJR) and EXPAND ENERGY CORPORATION COM (CHK).
Moran Wealth Management, LLC Equity Portfolio Value
Last Reported on: 05 Aug, 2026
$3.67Billion
  as of Aug 05, 2026

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

Our best estimate is that Moran Wealth Management, LLC made a return of 10.72% in the last quarter. In trailing 12 months, it's portfolio return was 16.52%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
marvell technology inc24,473,400
darden restaurants inc17,303,600
anglogold ashanti plc11,005,100
automatic data processing inc9,782,580
roche holding ltd sp adr8,905,420
nestle sa sp adr8,572,560
ishares msci finland etf8,571,130
itau unibanco hldg s.a. sponso8,448,000
New stocks bought by Moran Wealth Management, LLC

Additions

Ticker% Inc.
proshares s&p 500 dividend ari4,002
ishares russell mid-cap value3,174
expand energy corporation com461
devon energy corp439
palantir technologies inc cl a375
ge vernova inc223
vanguard s&p 500 etf200
halozyme therapeutics inc163
Additions to existing portfolio by Moran Wealth Management, LLC

Reductions

Ticker% Reduced
aflac inc-98.99
ishares msci acwi index fund-86.1
bank of america corp-68.89
equinix inc-64.05
progressive corp-59.89
aerovironment inc-50.87
paccar inc-48.42
united microelectronics corp s-45.07
Moran Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
on hldg ag-4,551,470
us foods hldg corp-8,806,150
wisdomtree tr-3,125,000
credo technology group holdi-4,531,010
universal hlth svcs inc-8,371,500
costamare inc-281,672
zebra technologies corporati-1,784,710
united fire group inc-204,386
Moran Wealth Management, LLC got rid off the above stocks

Sector Distribution

Moran Wealth Management, LLC has about 23.1% of it's holdings in Technology sector.

  • Technology
  • Others
  • Industrials
  • Financial Services
  • Healthcare
  • Consumer Cyclical
  • Energy
  • Consumer Defensive
  • Communication Services
  • Real Estate
  • Basic Materials
Sector%
Technology23.1
Others18
Industrials16.4
Financial Services8.8
Healthcare8.7
Consumer Cyclical8.7
Energy4.2
Consumer Defensive4
Communication Services3.6
Real Estate2
Basic Materials1.9

Market Cap. Distribution

Moran Wealth Management, LLC has about 72% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
Category%
LARGE-CAP47.3
MEGA-CAP24.7
UNALLOCATED18.1
MID-CAP8.5

Stocks belong to which Index?

About 66.3% of the stocks held by Moran Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50058.8
Others33.7
RUSSELL 20007.5
Top 5 Winners (%)%
MU
micron technology inc
219.3 %
AMD
advanced micro devices inc
181.1 %
sandisk corp
181.0 %
UMC
united microelectronics corp s
157.3 %
FLEX
flex ltd
130.4 %
Top 5 Winners ($)$
LRCX
lam research corp new
22.8 M
MU
micron technology inc
18.9 M
AMAT
applied materials inc
18.6 M
TSM
taiwan semiconductor mfg ltd s
15.8 M
CAT
caterpillar inc
15.4 M
Top 5 Losers (%)%
liberty cap corp ser a gci gro
-37.4 %
CTSH
cognizant technology solutions
-36.6 %
ZTS
zoetis inc cl a
-34.1 %
EQX
equinox gold corp
-31.9 %
AGI
alamos gold inc cl a
-31.5 %
Top 5 Losers ($)$
ZTS
zoetis inc cl a
-15.3 M
T
at&t inc
-7.5 M
BZQ
proshares s&p 500 dividend ari
-6.3 M
CME
cme group inc
-5.7 M
EOG
eog resources inc
-4.3 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 491 stocks in it's portfolio. About 13.8% of the portfolio is in top 10 stocks. ZTS proved to be the most loss making stock for the portfolio. LRCX was the most profitable stock for Moran Wealth Management, LLC last quarter.

$3.67BTotal Value
500Positions
05 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Moran Wealth Management, LLC, last reported on 05 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Msci Acwi Index Fund

Ishares Msci Acwi Index Fund

AAXJ
Moran Wealth Management, LLC's holding in Ishares Msci Acwi Index Fund over time
0.01%2,263
$355.2K
0.01%
decreased 86.1 percentreduced
ABEV
Ambev Sa Adr Sponsored Adr

Ambev Sa Adr Sponsored Adr

ABEV
Moran Wealth Management, LLC's holding in Ambev Sa Adr Sponsored Adr over time
0.25%2,889,840
$9.07M
0.25%
decreased 1.49 percentreduced
ACES
Alerian Mlp Etf

Alerian Mlp Etf

ACES
Moran Wealth Management, LLC's holding in Alerian Mlp Etf over time
0.1%74,200
$3.85M
0.1%
increased 18.92 percentadded
ACES
Alps Medical Breakthroughs Etf

Alps Medical Breakthroughs Etf

ACES
Moran Wealth Management, LLC's holding in Alps Medical Breakthroughs Etf over time
0.06%34,030
$2.20M
0.06%
increased 15.95 percentadded
ACIO
Etf Ser Solution Defiance Next

Etf Ser Solution Defiance Next

ACIO
Moran Wealth Management, LLC's holding in Etf Ser Solution Defiance Next over time
0.06%25,098
$2.39M
0.06%
decreased 11.06 percentreduced
ACWV
Ishares Msci Spain Etf

Ishares Msci Spain Etf

ACWV
Moran Wealth Management, LLC's holding in Ishares Msci Spain Etf over time
0.36%222,606
$13.22M
0.36%
increased 34.1 percentadded
ACWV
Ishares Msci Brazil Capped Ind

Ishares Msci Brazil Capped Ind

ACWV
Moran Wealth Management, LLC's holding in Ishares Msci Brazil Capped Ind over time
0.34%364,938
$12.59M
0.34%
increased 2.34 percentadded
ACWV
Ishares Msci Belgium Capped In

Ishares Msci Belgium Capped In

ACWV
Moran Wealth Management, LLC's holding in Ishares Msci Belgium Capped In over time
0.26%353,443
$9.57M
0.26%
increased 3.07 percentadded