Institutions / Moran Wealth Management, LLC
Moran Wealth Management, LLC
CIK 1965334 · Institution · as of Dec 31, 2025
Portfolio value
$3.26B
Positions
485
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 485 →
| Company | Value | % of portfolio |
|---|---|---|
| Broadcom Inc. | $70.99M | 2.2% |
| Parker-Hannifin Corp | $64.22M | 2.0% |
| NVIDIA Corp | $59.10M | 1.8% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $47.55M | 1.5% |
| Microsoft Corp | $46.91M | 1.4% |
| Trane Technologies plc | $46.37M | 1.4% |
| Progressive CORP/OH | $38.52M | 1.2% |
| Cadence Design Systems Inc | $37.88M | 1.2% |
| Garmin Ltd | $36.87M | 1.1% |
| Howmet Aerospace Inc. | $36.35M | 1.1% |
| Williams Sonoma Inc | $35.35M | 1.1% |
| Ameriprise Financial Inc | $32.94M | 1.0% |
| Caterpillar Inc | $31.87M | 1.0% |
| Eog Resources Inc | $30.47M | 0.9% |
| JPMORGAN CHASE & CO | $28.74M | 0.9% |
| Alphabet Inc. | $28.34M | 0.9% |
| Amphenol Corp /De | $27.67M | 0.8% |
| Alphabet Inc. | $27.10M | 0.8% |
| Comfort Systems USA Inc | $26.47M | 0.8% |
| NetApp Inc | $26.04M | 0.8% |
| Paccar Inc | $25.98M | 0.8% |
| AT&T Inc. | $25.55M | 0.8% |
| FedEx Corp | $25.53M | 0.8% |
| Zoetis Inc. | $25.51M | 0.8% |
| Linde PLC | $25.48M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.