Latest Moran Wealth Management, LLC Stock Portfolio

Moran Wealth Management, LLC Performance:

2026 Q1: 0.34%YTD: 0.34%2025: 10.13%

Performance for 2026 Q1 is 0.34%, and YTD is 0.34%, and 2025 is 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.

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.

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 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 plc	14,552,400
williams cos inc	12,117,600
broadridge finl solutions in	11,065,700
servicenow inc	7,022,100
vanguard scottsdale fds	6,817,900
axon enterprise inc	5,618,650
post hldgs inc	5,229,400
enerpac tool group corp	4,664,950

New stocks bought by Moran Wealth Management, LLC

Additions

Ticker	% Inc.
invesco exchange traded fd t	4,499
on hldg ag	1,785
hawkins inc	479
catalyst pharmaceuticals inc	442
ceco environmental corp	393
crowdstrike hldgs inc	320
onespaworld holdings limited	318
united sts lime & minerals i	312

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.

Sector	%
Technology	19.3
Industrials	17.2
Others	16.4
Financial Services	10.2
Consumer Cyclical	8.8
Healthcare	8.7
Consumer Defensive	5.4
Energy	4.9
Communication Services	3.9
Basic Materials	2.4
Real Estate	2

Market Cap. Distribution

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

Category	%
LARGE-CAP	53.2
MEGA-CAP	21.9
UNALLOCATED	15.8
MID-CAP	7.8

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.

Index	%
S&P 500	62.9
Others	30.2
RUSSELL 2000	6.9

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.

Last Reported on: 27 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AA	alcoa corp	0.12	60,862	4,036,980	added	22.91

AAPL	apple inc	0.41	52,920	13,430,700	added	10.84

AAXJ	ishares tr	0.09	99,304	3,010,900	added	62.15

AAXJ	ishares tr	0.07	16,283	2,253,080	reduced	-76.59

ABC	cencora inc	0.57	58,824	18,479,000	reduced	-9.86

ABEV	ambev sa	0.26	2,933,650	8,566,250	added	29.87

ACES	alps etf tr	0.10	62,393	3,284,370	added	53.72

ACES	alps etf tr	0.05	29,348	1,536,070	added	39.2

ACGL	arch cap group ltd	0.20	68,866	6,610,450	reduced	-1.89

ACIO	etf ser solutions	0.06	28,219	1,923,840	added	20.28

ACIW	aci worldwide inc	0.06	49,480	2,029,180	added	3.47

ACM	aecom	0.13	51,309	4,352,030	added	34.75

ACWV	ishares inc	0.42	356,584	13,689,300	added	12.25

ACWV	ishares inc	0.28	165,996	9,015,240	added	18.93

ACWV	ishares inc	0.26	342,921	8,336,820	added	18.45

ADC	agree rlty corp	0.03	14,333	1,080,420	reduced	-28.11

ADI	analog devices inc	0.02	1,678	533,898	new

ADSK	autodesk inc	0.28	37,979	9,092,170	reduced	-1.3

ADUS	addus homecare corp	0.06	19,938	1,867,190	added	10.48

AEM	agnico eagle mines ltd	0.10	15,985	3,244,640	added	14.06