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Latest Moran Wealth Management, LLC Stock Portfolio

$3.27Billion | No. of Holdings #472

Moran Wealth Management, LLC Performance

2026 Q1+0.34%
YTD+0.34%
2025+10.13%

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

On 2026-04-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Moran Wealth Management, LLC reported an equity portfolio of $3.3 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Moran Wealth Management, LLC are AVGO, PH, NVDA. The fund has invested 1.8% of it's portfolio in BROADCOM INC and 1.7% of portfolio in PARKER-HANNIFIN CORP. <br><br> The fund managers got completely rid off COLGATE PALMOLIVE CO (CL), BERKLEY W R CORP (WRB) and TE CONNECTIVITY PLC stocks. They significantly reduced their stock positions in DEXCOM INC (DXCM), ISHARES TR (AAXJ) and DIMENSIONAL ETF TRUST (DFAC). Moran Wealth Management, LLC opened new stock positions in TECHNIPFMC PLC (FTI), WILLIAMS COS INC (WMB) and BROADRIDGE FINL SOLUTIONS IN (BR). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCHANGE TRADED FD T (CSD), ON HLDG AG (ONON) and HAWKINS INC (HWKN).
Moran Wealth Management, LLC Equity Portfolio Value
Last Reported on: 27 Apr, 2026
$3.27Billion
  as of Apr 27, 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 0.34% in the last quarter. In trailing 12 months, it's portfolio return was 14.08%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
technipfmc plc14,552,400
williams cos inc12,117,600
broadridge finl solutions in11,065,700
servicenow inc7,022,100
vanguard scottsdale fds6,817,900
axon enterprise inc5,618,650
post hldgs inc5,229,400
enerpac tool group corp4,664,950
New stocks bought by Moran Wealth Management, LLC

Additions

Ticker% Inc.
invesco exchange traded fd t4,499
on hldg ag1,785
hawkins inc479
catalyst pharmaceuticals inc442
ceco environmental corp393
crowdstrike hldgs inc320
onespaworld holdings limited318
united sts lime & minerals i312
Additions to existing portfolio by Moran Wealth Management, LLC

Reductions

Ticker% Reduced
dexcom inc-84.55
ishares tr-76.59
dimensional etf trust-62.75
comfort sys usa inc-59.96
garmin ltd-58.72
chipotle mexican grill inc-53.81
enova intl inc-53.22
danaher corp del-52.67
Moran Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
the trade desk inc-5,639,600
yelp inc-3,306,340
world kinect corporation-1,545,890
te connectivity plc-10,041,800
tko group holdings inc-8,168,140
alkermes plc-577,815
spdr s&p 500 etf tr-7,408,380
cushman and wakefield ltd-168,085
Moran Wealth Management, LLC got rid off the above stocks

Sector Distribution

Moran Wealth Management, LLC has about 19.3% of it's holdings in Technology sector.

  • Technology
  • Industrials
  • Others
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Consumer Defensive
  • Energy
  • Communication Services
  • Basic Materials
  • Real Estate
Sector%
Technology19.3
Industrials17.2
Others16.4
Financial Services10.2
Consumer Cyclical8.8
Healthcare8.7
Consumer Defensive5.4
Energy4.9
Communication Services3.9
Basic Materials2.4
Real Estate2

Market Cap. Distribution

Moran Wealth Management, LLC has about 75.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
Category%
LARGE-CAP53.2
MEGA-CAP21.9
UNALLOCATED15.8
MID-CAP7.8

Stocks belong to which Index?

About 69.8% 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 50062.9
Others30.2
RUSSELL 20006.9
Top 5 Winners (%)%
VIAV
viavi solutions inc
82.3 %
PBR
petroleo brasileiro s a
60.9 %
TPH
tri pointe homes inc
47.9 %
OXY
occidental pete corp
45.0 %
MTZ
mastec inc
44.4 %
Top 5 Winners ($)$
EOG
eog res inc
11.7 M
FIX
comfort sys usa inc
8.8 M
CAT
caterpillar inc
7.0 M
MTZ
mastec inc
6.3 M
FDX
fedex corp
5.5 M
Top 5 Losers (%)%
MDB
mongodb inc
-40.2 %
ANGI
angi inc
-38.4 %
SF
stifel finl corp
-36.7 %
INTU
intuit
-34.3 %
SNOW
snowflake inc
-31.1 %
Top 5 Losers ($)$
MSFT
microsoft corp
-10.7 M
SF
stifel finl corp
-8.8 M
INTU
intuit
-8.2 M
AVGO
broadcom inc
-7.2 M
BX
blackstone inc
-5.4 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 472 stocks in it's portfolio. About 13.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. EOG was the most profitable stock for Moran Wealth Management, LLC last quarter.

$3.27BTotal Value
500Positions
27 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Moran Wealth Management, LLC, last reported on 27 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Moran Wealth Management, LLC's holding in Ishares Tr over time
0.09%99,304
$3.01M
0.09%
increased 62.15 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Moran Wealth Management, LLC's holding in Ishares Tr over time
0.07%16,283
$2.25M
0.07%
decreased 76.59 percentreduced
ABEV
Ambev Sa

Ambev Sa

ABEV
Moran Wealth Management, LLC's holding in Ambev Sa over time
0.26%2,933,650
$8.57M
0.26%
increased 29.87 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Moran Wealth Management, LLC's holding in Alps Etf Tr over time
0.1%62,393
$3.28M
0.1%
increased 53.72 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Moran Wealth Management, LLC's holding in Alps Etf Tr over time
0.05%29,348
$1.54M
0.05%
increased 39.2 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Moran Wealth Management, LLC's holding in Etf Ser Solutions over time
0.06%28,219
$1.92M
0.06%
increased 20.28 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Moran Wealth Management, LLC's holding in Ishares Inc over time
0.42%356,584
$13.69M
0.42%
increased 12.25 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Moran Wealth Management, LLC's holding in Ishares Inc over time
0.28%165,996
$9.02M
0.28%
increased 18.93 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Moran Wealth Management, LLC's holding in Ishares Inc over time
0.26%342,921
$8.34M
0.26%
increased 18.45 percentadded
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
Moran Wealth Management, LLC's holding in Agnico Eagle Mines Ltd over time
0.1%15,985
$3.24M
0.1%
increased 14.06 percentadded