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Latest Moran Wealth Management, LLC Stock Portfolio

$3.64Billion | No. of Holdings #499

Moran Wealth Management, LLC Performance

2026 Q3-2.37%
YTD+8.46%
2025+10.13%

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

On 2026-10-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Moran Wealth Management, LLC reported an equity portfolio of $3.6 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of Moran Wealth Management, LLC are NVDA, AVGO, MSFT. The fund has invested 2.5% of it's portfolio in NVIDIA CORPORATION and 1.7% of portfolio in BROADCOM INC. <br><br> The fund managers got completely rid off ROLLINS INC (ROL), EXXON MOBILE CORP (XOM) and ROCHE HOLDING LTD SP ADR stocks. They significantly reduced their stock positions in AMBEV SA (ABEV), PENSKE AUTOMOTIVE GRP INC (PAG) and EAGLE MATLS INC (EXP). Moran Wealth Management, LLC opened new stock positions in RALPH LAUREN CORP (RL), EXXONMOBIL HOLDINGS CORP and NUCOR CORP (NUE). The fund showed a lot of confidence in some stocks as they added substantially to MARRIOTT INTL INC NEW (MAR), CIENA CORP (CIEN) and AZZ INC (AZZ).
Moran Wealth Management, LLC Equity Portfolio Value
Last Reported on: 22 Oct, 2026
$3.64Billion
  as of Oct 22, 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 -2.37% in the last quarter. In trailing 12 months, it's portfolio return was 8.7%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ralph lauren corp11,144,900
exxonmobil holdings corp10,836,600
nucor corp10,098,700
citizens finl group inc9,805,140
itau unibanco hldg s a9,498,770
kaspi kz jsc8,668,850
cardinal health inc7,152,260
tapestry inc6,500,450
New stocks bought by Moran Wealth Management, LLC

Additions

Ticker% Inc.
marriott intl inc new408
ciena corp231
azz inc176
nu hldgs ltd143
louisiana pac corp116
ies holdings inc105
vivmark residential101
amphenol corp100
Additions to existing portfolio by Moran Wealth Management, LLC

Reductions

Ticker% Reduced
ambev sa-98.93
penske automotive grp inc-98.69
eagle matls inc-96.49
paccar inc-95.99
vanguard scottsdale fds-94.13
proshares tr-90.23
ishares tr-62.22
space exploration techn corp-59.49
Moran Wealth Management, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Moran Wealth Management, LLC

Sector Distribution

Moran Wealth Management, LLC has about 24.2% of it's holdings in Technology sector.

  • Technology
  • Others
  • Industrials
  • Healthcare
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Energy
  • Consumer Defensive
  • Real Estate
  • Basic Materials
Sector%
Technology24.2
Others16.9
Industrials14.6
Healthcare9.8
Financial Services9.7
Consumer Cyclical7.9
Communication Services4.4
Energy4.3
Consumer Defensive3.8
Real Estate1.8
Basic Materials1.8

Market Cap. Distribution

Moran Wealth Management, LLC has about 73.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
Category%
LARGE-CAP48.5
MEGA-CAP24.9
UNALLOCATED17.2
MID-CAP8

Stocks belong to which Index?

About 67.9% 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 50060.6
Others32
RUSSELL 20007.3
Top 5 Winners (%)%
FET
forum energy technologies in
60.4 %
PLTR
palantir technologies inc
57.5 %
VEEV
veeva sys inc
56.9 %
KRT
karat packaging inc
52.9 %
ANF
abercrombie & fitch co
49.1 %
Top 5 Winners ($)$
MSFT
microsoft corp
13.8 M
NTAP
netapp inc
11.3 M
NVDA
nvidia corporation
10.0 M
META
meta platforms inc
6.5 M
ANET
arista networks inc
5.8 M
Top 5 Losers (%)%
MNST
monster beverage corp new
-49.5 %
IESC
ies holdings inc
-48.9 %
MTZ
mastec inc
-48.6 %
DY
dycom inds inc
-46.7 %
BROS
dutch bros inc
-45.9 %
Top 5 Losers ($)$
APH
amphenol corp
-25.9 M
MNST
monster beverage corp new
-12.8 M
LRCX
lam research corp
-12.2 M
KLAC
kla corp
-10.1 M
CAT
caterpillar inc
-9.9 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 499 stocks in it's portfolio. About 13.8% of the portfolio is in top 10 stocks. APH proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Moran Wealth Management, LLC last quarter.

$3.64BTotal Value
500Positions
22 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Moran Wealth Management, LLC, last reported on 22 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Moran Wealth Management, LLC's holding in Ishares Tr over time
0.01%3,150
$500.1K
0.01%
increased 39.2 percentadded
ABEV
Ambev Sa

Ambev Sa

ABEV
Moran Wealth Management, LLC's holding in Ambev Sa over time
0%30,963
$90.4K
0%
decreased 98.93 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Moran Wealth Management, LLC's holding in Alps Etf Tr over time
0.12%87,318
$4.53M
0.12%
increased 17.68 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Moran Wealth Management, LLC's holding in Alps Etf Tr over time
0.06%36,110
$2.11M
0.06%
increased 6.11 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Moran Wealth Management, LLC's holding in Etf Ser Solutions over time
0.06%27,022
$2.30M
0.06%
increased 7.67 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Moran Wealth Management, LLC's holding in Ishares Inc over time
0.4%392,517
$14.62M
0.4%
increased 7.56 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Moran Wealth Management, LLC's holding in Ishares Inc over time
0.31%190,727
$11.29M
0.31%
decreased 14.32 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Moran Wealth Management, LLC's holding in Ishares Inc over time
0.27%386,163
$9.97M
0.27%
increased 9.26 percentadded