Moran Wealth Management
NAPLES, FLfiles as Moran Wealth Management, LLC
$3.7bn in 491 US stocks at the end of 30 June 2026. The top 10 are 13.8% of the money. It changed about 16.5% of the portfolio this quarter.
Value
$3.7bn
Stocks
491
Top 10 share
13.8%
Turnover
16.5%
What changed this quarter
New
Bought for the first time this quarter.
- Marvell TechnologyMRVL0.7% of the fund
- Darden RestaurantsDRI0.5% of the fund
- AngloGold AshantiAU0.3% of the fund
- Automatic Data ProcessingADP0.3% of the fund
- Roche Hldgs AG BaselRHHBY0.2% of the fund
- Nestle SA ADRNSRGY0.2% of the fund
- Ishares TREFNL0.2% of the fund
- CarnivalCCL0.2% of the fund
- Dycom IndustriesDY0.2% of the fund
- DatadogDDOG0.2% of the fund
- HealthequityHQY0.2% of the fund
- IntelINTC0.2% of the fund
- ChewyCHWY0.2% of the fund
- NasdaqNDAQ0.2% of the fund
- Expedia GroupEXPE0.2% of the fund
- FedEx Freight Holding CompanyFDXF0.2% of the fund
- Lvmh Moet Hennessy LOU FLVMUY0.2% of the fund
- Bramshill Multi-Strategy IncomBRLMX0.1% of the fund
- Morgan Stanley ETF TrustCVSB0.1% of the fund
- Bloom EnergyBE0.1% of the fund
- Nintendo LTD ADRNTDOY0.1% of the fund
- AmdocsDOX0.1% of the fund
- Ishares TRIWN0.1% of the fund
- Burlington StoresBURL<0.1% of the fund
- Bank of America<0.1% of the fund
Added
Bought more of a stock they already held.
- Lam ResearchLRCX1.4% of the fund+34%
- MicrosoftMSFT1.0% of the fund+6%
- AlphabetGOOGL0.8% of the fund+2%
- ZoetisZTS0.8% of the fund+66%
- Micron TechnologyMU0.8% of the fund+6%
- Eli LillyLLY0.7% of the fund+86%
- FedExFDX0.7% of the fund+4%
- Amazon.comAMZN0.6% of the fund+7%
- Meta PlatformsMETA0.6% of the fund+9%
- WalmartWMT0.6% of the fund+16%
- AppleAAPL0.5% of the fund+22%
- Home DepotHD0.5% of the fund+21%
- Vanguard Whitehall FDSVYMI0.4% of the fund+19%
- Affiliated Managers GroupAMG0.4% of the fund+96%
- Expand EnergyEXE0.4% of the fund+462%
- IsharesEWI0.4% of the fund+36%
- Snap-onSNA0.4% of the fund+39%
- Proshares TRNOBL0.4% of the fund+1951%
- IsharesEWP0.4% of the fund+34%
- BlackRockBLK0.4% of the fund+40%
- CorpayCPAY0.4% of the fund+3%
- Ishares TRIWS0.4% of the fund+3174%
- IsharesEWZ0.3% of the fund+2%
- Schwab Strategic TRSCHD0.3% of the fund+20%
- Devon EnergyDVN0.3% of the fund+439%
Cut
Sold some of their stake.
- BroadcomAVGO1.8% of the fund-8%
- Parker-HannifinPH1.6% of the fund-5%
- Trane TechnologiesTT1.5% of the fund-5%
- Taiwan Semiconductor ManufacturingTSM1.3% of the fund-16%
- Invesco Exchange Traded FD TRSP1.2% of the fund-4%
- CaterpillarCAT1.1% of the fund-17%
- Howmet AerospaceHWM1.1% of the fund-6%
- Williams SonomaWSM1.0% of the fund-6%
- Cadence Design SystemsCDNS1.0% of the fund-9%
- EOG ResourcesEOG1.0% of the fund-10%
- Applied MaterialsAMAT0.9% of the fund-9%
- AmphenolAPH0.9% of the fund-5%
- NetAppNTAP0.9% of the fund-7%
- Ameriprise FinancialAMP0.9% of the fund-3%
- Texas InstrumentsTXN0.8% of the fund-10%
- Arista NetworksANET0.8% of the fund-5%
- KLAKLAC0.8% of the fund-7%
- VisaV0.7% of the fund-5%
- MerckMRK0.7% of the fund-4%
- Cisco SystemsCSCO0.7% of the fund-16%
- AlphabetGOOG0.7% of the fund-4%
- LindeLIN0.7% of the fund-5%
- Palo Alto NetworksPANW0.6% of the fund-9%
- Quanta ServicesPWR0.6% of the fund-6%
- Johnson & JohnsonJNJ0.6% of the fund-2%
Sold out
Sold their entire stake.
- Lowe's CompaniesLOW-100%
- IntuitINTU-100%
- Global X FDSCOLO-100%
- Broadridge Financial SolutionsBR-100%
- General MillsGIS-100%
- US Foods HoldingUSFD-100%
- Universal Health ServicesUHS-100%
- Boston ScientificBSX-100%
- Carnival-100%
- Chipotle Mexican GrillCMG-100%
- Owens CorningOC-100%
- Coterra EnergyCTRA-100%
- Pilgrims PridePPC-100%
- Hartford Insurance GroupHIG-100%
- ComcastCMCSA-100%
- Simpson ManufacturingSSD-100%
- IngredionINGR-100%
- lululemon athleticaLULU-100%
- On Holding AGONON-100%
- Credo Technology Group HoldingCRDO-100%
- Dimensional ETF TrustDUSB-100%
- Generac HoldingsGNRC-100%
- Wisdomtree TRDEM-100%
- Ishares TRPFF-100%
- RokuROKU-100%
Holdings
- Invesco Exchange Traded FD TRSP
- Share
- 1.2%
- Value
- $44m
- Shares
- 207,812
-4%
- Vanguard Whitehall FDSVYMI
- Share
- 0.4%
- Value
- $16m
- Shares
- 158,397
+19%
- IsharesEWI
- Share
- 0.4%
- Value
- $14m
- Shares
- 238,984
+36%
- Proshares TRNOBL
- Share
- 0.4%
- Value
- $14m
- Shares
- 246,492
+1951%
- ASE Technology HldgASX
- Share
- 0.4%
- Value
- $14m
- Shares
- 301,766
-22%
- IsharesEWP
- Share
- 0.4%
- Value
- $13m
- Shares
- 222,606
+34%
- Ishares TRIWS
- Share
- 0.4%
- Value
- $13m
- Shares
- 78,357
+3174%
- IsharesEWZ
- Share
- 0.3%
- Value
- $13m
- Shares
- 364,938
+2%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| BroadcomAVGO | 1.8% | $66m | 174,797 | -8% |
| NvidiaNVDA | 1.7% | $63m | 313,984 | Held |
| Parker-HannifinPH | 1.6% | $58m | 58,956 | -5% |
| Trane TechnologiesTT | 1.5% | $54m | 109,513 | -5% |
| Lam ResearchLRCX | 1.4% | $51m | 118,675 | +34% |
| Taiwan Semiconductor ManufacturingTSM | 1.3% | $49m | 103,313 | -16% |
| Invesco Exchange Traded FD TRSP | 1.2% | $44m | 207,812 | -4% |
| CaterpillarCAT | 1.1% | $42m | 39,277 | -17% |
| Howmet AerospaceHWM | 1.1% | $40m | 148,919 | -6% |
| Williams SonomaWSM | 1.0% | $38m | 162,177 | -6% |
| MicrosoftMSFT | 1.0% | $36m | 97,043 | +6% |
| Cadence Design SystemsCDNS | 1.0% | $36m | 94,960 | -9% |
| EOG ResourcesEOG | 1.0% | $35m | 272,856 | -10% |
| Applied MaterialsAMAT | 0.9% | $34m | 46,459 | -9% |
| AmphenolAPH | 0.9% | $33m | 186,732 | -5% |
| NetAppNTAP | 0.9% | $32m | 209,544 | -7% |
| Ameriprise FinancialAMP | 0.9% | $31m | 68,051 | -3% |
| Texas InstrumentsTXN | 0.8% | $30m | 101,280 | -10% |
| AlphabetGOOGL | 0.8% | $30m | 84,341 | +2% |
| ZoetisZTS | 0.8% | $30m | 410,762 | +66% |
| Arista NetworksANET | 0.8% | $29m | 172,638 | -5% |
| KLAKLAC | 0.8% | $29m | 95,358 | -7% |
| JPMorgan ChaseJPM | 0.8% | $28m | 86,958 | Held |
| Micron TechnologyMU | 0.8% | $28m | 23,844 | +6% |
| VisaV | 0.7% | $27m | 79,975 | -5% |
| MerckMRK | 0.7% | $27m | 212,218 | -4% |
| Cisco SystemsCSCO | 0.7% | $27m | 230,491 | -16% |
| AlphabetGOOG | 0.7% | $26m | 73,884 | -4% |
| LindeLIN | 0.7% | $25m | 49,064 | -5% |
| Eli LillyLLY | 0.7% | $25m | 20,903 | +86% |
| FedExFDX | 0.7% | $25m | 78,564 | +4% |
| Marvell TechnologyMRVL | 0.7% | $24m | 82,156 | New |
| Amazon.comAMZN | 0.6% | $24m | 99,103 | +7% |
| Palo Alto NetworksPANW | 0.6% | $23m | 66,727 | -9% |
| Quanta ServicesPWR | 0.6% | $23m | 31,445 | -6% |
| Johnson & JohnsonJNJ | 0.6% | $23m | 88,810 | -2% |
| EatonETN | 0.6% | $22m | 52,751 | -3% |
| Quest DiagnosticsDGX | 0.6% | $22m | 104,495 | -4% |
| Meta PlatformsMETA | 0.6% | $22m | 39,135 | +9% |
| Caseys General StoresCASY | 0.6% | $21m | 26,979 | -6% |
| WalmartWMT | 0.6% | $21m | 186,379 | +16% |
| Comfort Systems USAFIX | 0.6% | $21m | 10,601 | -7% |
| Iron MountainIRM | 0.6% | $21m | 163,458 | -6% |
| PultegroupPHM | 0.6% | $20m | 148,626 | -5% |
| Republic ServicesRSG | 0.5% | $20m | 94,384 | -4% |
| FlexFLEX | 0.5% | $20m | 122,370 | -23% |
| Procter & GamblePG | 0.5% | $19m | 129,812 | -4% |
| American ExpressAXP | 0.5% | $19m | 55,870 | -4% |
| AppleAAPL | 0.5% | $19m | 64,463 | +22% |
| Penske Automotive GroupPAG | 0.5% | $19m | 103,649 | -3% |
| Motorola SolutionsMSI | 0.5% | $18m | 44,007 | -6% |
| Monolithic Power SystemsMPWR | 0.5% | $18m | 13,126 | -17% |
| Darden RestaurantsDRI | 0.5% | $17m | 83,994 | New |
| Home DepotHD | 0.5% | $17m | 49,050 | +21% |
| MckessonMCK | 0.5% | $17m | 22,845 | -2% |
| EMCOR GroupEME | 0.5% | $17m | 20,727 | -6% |
| Lockheed MartinLMT | 0.5% | $17m | 33,732 | -19% |
| GarminGRMN | 0.5% | $17m | 71,097 | -5% |
| Advanced Micro DevicesAMD | 0.5% | $17m | 28,899 | Held |
| AT&TT | 0.5% | $17m | 808,820 | -20% |
| CME GroupCME | 0.5% | $17m | 75,663 | -2% |
| Berkshire HathawayBRK-B | 0.5% | $17m | 32,987 | -2% |
| CencoraCOR | 0.4% | $16m | 56,374 | -4% |
| BlackstoneBX | 0.4% | $16m | 133,642 | Held |
| Vanguard Whitehall FDSVYMI | 0.4% | $16m | 158,397 | +19% |
| Westinghouse Air Brake TechnologiesWAB | 0.4% | $15m | 57,425 | -6% |
| Affiliated Managers GroupAMG | 0.4% | $15m | 45,453 | +96% |
| Expand EnergyEXE | 0.4% | $15m | 167,650 | +462% |
| Monster BeverageMNST | 0.4% | $15m | 156,549 | -6% |
| FortinetFTNT | 0.4% | $15m | 97,816 | -25% |
| Toll BrothersTOL | 0.4% | $15m | 89,996 | Held |
| Iqvia HoldingsIQV | 0.4% | $15m | 75,946 | -6% |
| MastecMTZ | 0.4% | $15m | 35,124 | -36% |
| Costco WholesaleCOST | 0.4% | $15m | 15,595 | Held |
| MastercardMA | 0.4% | $15m | 28,386 | Held |
| ChevronCVX | 0.4% | $15m | 87,652 | -3% |
| Elevance HealthELV | 0.4% | $14m | 37,323 | Held |
| Price T Rowe GroupTROW | 0.4% | $14m | 124,645 | -3% |
| IsharesEWI | 0.4% | $14m | 238,984 | +36% |
| Stifel FinancialSF | 0.4% | $14m | 202,225 | Held |
| SBA CommunicationsSBAC | 0.4% | $14m | 79,284 | -3% |
| Snap-onSNA | 0.4% | $14m | 34,673 | +39% |
| Proshares TRNOBL | 0.4% | $14m | 246,492 | +1951% |
| KrogerKR | 0.4% | $14m | 248,010 | -3% |
| JabilJBL | 0.4% | $14m | 35,639 | -8% |
| PaccarPCAR | 0.4% | $14m | 114,192 | -48% |
| Interactive Brokers GroupIBKR | 0.4% | $14m | 157,379 | -5% |
| ASE Technology HldgASX | 0.4% | $14m | 301,766 | -22% |
| United MicroelectronicsUMC | 0.4% | $14m | 500,125 | -45% |
| TechnipFMCFTI | 0.4% | $13m | 200,712 | -5% |
| Ingersoll RandIR | 0.4% | $13m | 161,512 | -6% |
| Cigna GroupCI | 0.4% | $13m | 48,012 | Held |
| IsharesEWP | 0.4% | $13m | 222,606 | +34% |
| BlackRockBLK | 0.4% | $13m | 13,633 | +40% |
| PepsiCoPEP | 0.4% | $13m | 96,651 | -2% |
| CorpayCPAY | 0.4% | $13m | 38,824 | +3% |
| Ishares TRIWS | 0.4% | $13m | 78,357 | +3174% |
| SyscoSYY | 0.4% | $13m | 154,028 | -3% |
| IsharesEWZ | 0.3% | $13m | 364,938 | +2% |
| Spotify TechnologySPOT | 0.3% | $13m | 27,416 | -2% |
Showing the largest 100 of 491.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 13.6% since 30 June 2025.
Where the money is
Technology23.8%
Industrials17.7%
Financial services11.2%
Health care8.8%
Retail & consumer8.3%
Everyday goods5.2%
Energy4.6%
Media & telecom3.7%
Materials3.6%
Real estate1.9%
Utilities0.4%
Other10.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.