Moran Wealth Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Moran Wealth Management, LLC reported 409 stock positions worth $3.1 billion. Its top holding was Novo-Nordisk A/S-Spons ADR (NVO) at 1.8% of the portfolio, followed by Trane Technologies (TT, 1.8%) and Parker Hannifin (PH, 1.7%). Compared with Q4 2023, it opened 40 new positions, sold out of 46, added to 212 and reduced 157. The biggest buy was a new position in Medtronic (MDT) and the biggest sale an exit from Baker Hughes (BKR).
- Most Recent 13F
- Q2 2026
- Location
- NAPLES, FL
- CIK
- 0001965334
- Portfolio Value
- $3.1B (Q1 2024)
- SEC Filing
- 0001221073-24-000048 ↗ filed May 15, 2024
Holdings Value
Holdings 409 stocks · $3.1B
| NVO Novo-Nordisk A/S-Spons ADR | 1.83% | 440,150 | $56.5M | Reduce -1.8% |
| TT Trane Technologies PLC | 1.79% | 183,667 | $55.1M | Reduce -3.1% |
| PH Parker Hannifin Corp. | 1.75% | 96,948 | $53.9M | Reduce -4.3% |
| WSM Williams-Sonoma Inc. | 1.74% | 168,927 | $53.6M | Reduce -5.7% |
| CDNS Cadence Design SYS Inc. | 1.71% | 169,531 | $52.8M | Reduce -5.1% |
| MRK Merck & Co. Inc. | 1.52% | 354,676 | $46.8M | Reduce -13.1% |
| MSFT Microsoft Corp. | 1.51% | 110,823 | $46.6M | Reduce -1.2% |
| JPM JPMorgan Chase & Co. | 1.49% | 229,140 | $45.9M | Add +18.7% |
| EOG EOG Resources Inc. | 1.24% | 299,482 | $38.3M | Add +2.7% |
| CE Celanese Corp. | 1.21% | 217,606 | $37.4M | Reduce -0.1% |
| AVGO Broadcom Inc. | 1.21% | 28,118 | $37.3M | Add +8.4% |
| LIN Linde PLC | 1.16% | 77,364 | $35.9M | Reduce -4.1% |
| XOM Exxon Mobil Corp. | 1.11% | 294,217 | $34.2M | Reduce -1.4% |
| LMT Lockheed Martin Corp. | 1.08% | 73,128 | $33.3M | Reduce -0.7% |
| TTE Totalenergies SE -Spon ADR | 1.07% | 479,703 | $33.0M | Add +20.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.89% | 202,138 | $27.5M | Reduce -2.9% |
| BX Blackstone Inc. | 0.87% | 205,408 | $27.0M | Reduce -2.8% |
| IT Gartner Inc. | 0.85% | 55,253 | $26.3M | Reduce -0.9% |
| BHP BHP Group Ltd.-Spon ADR | 0.85% | 453,864 | $26.2M | Add +0.9% |
| SNA Snap-on Inc. | 0.85% | 88,354 | $26.2M | Reduce -0.4% |
| MOH Molina Healthcare Inc. | 0.84% | 62,806 | $25.8M | Reduce -2.1% |
| INTU Intuit Inc. | 0.82% | 38,908 | $25.3M | Reduce -0.9% |
| PCAR Paccar Inc. | 0.81% | 202,950 | $25.1M | Reduce -2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.80% | 47,115 | $24.6M | Reduce -33.4% |
| PLD Prologis Inc. | 0.80% | 188,611 | $24.6M | Add +7.6% |
| AMP Ameriprise Financial Inc. | 0.80% | 56,016 | $24.6M | Reduce -2.1% |
| CHE Chemed Corp. | 0.79% | 38,008 | $24.4M | Reduce -2.5% |
| NVDA Nvidia Corp. | 0.79% | 26,847 | $24.3M | Add +14.5% |
| MSI Motorola Solutions Inc. | 0.78% | 67,710 | $24.0M | Reduce -2.1% |
| CB Chubb Ltd. | 0.76% | 90,425 | $23.4M | Add +10.6% |
| NTAP Netapp Inc. | 0.76% | 222,516 | $23.4M | Reduce -3.3% |
| NOC Northrop Grumman Corp. | 0.75% | 48,244 | $23.1M | Add +4.8% |
| TXN Texas Instruments Inc. | 0.75% | 132,403 | $23.1M | Add +0.0% |
| MSCI MSCI Inc. | 0.74% | 40,774 | $22.9M | Add +1.0% |
| ETN Eaton Corp. PLC | 0.74% | 72,567 | $22.7M | Reduce -4.4% |
| CSCO Cisco Systems Inc. | 0.73% | 453,270 | $22.6M | Add +19.1% |
| GRMN Garmin Ltd. | 0.71% | 146,485 | $21.8M | Reduce -1.7% |
| CI The Cigna Group | 0.70% | 59,280 | $21.5M | Add +410.2% |
| AVB Avalonbay Communities Inc. | 0.67% | 110,899 | $20.6M | Reduce -2.7% |
| MUSA Murphy USA Inc. | 0.66% | 48,656 | $20.4M | Add +123.1% |
| EXPD Expeditors Intl Wash Inc. | 0.66% | 167,378 | $20.3M | Add +1.5% |
| PWR Quanta Services Inc. | 0.65% | 77,749 | $20.2M | Reduce -0.8% |
| CAT Caterpillar Inc. | 0.65% | 54,778 | $20.1M | Add +0.2% |
| BC Brunswick Corp. | 0.65% | 207,695 | $20.0M | Add +0.2% |
| CRM Salesforce Inc. | 0.65% | 66,536 | $20.0M | Reduce -0.3% |
| CDW CDW Corp. | 0.63% | 75,947 | $19.4M | Reduce -0.8% |
| REGN Regeneron Pharmaceuticals | 0.63% | 20,094 | $19.3M | Reduce -2.1% |
| IR Ingersoll-Rand Inc. | 0.62% | 202,661 | $19.2M | Reduce -3.4% |
| MDT Medtronic PLC | 0.60% | 212,660 | $18.5M | New |
| EG Everest Group Ltd. | 0.60% | 46,590 | $18.5M | Reduce -0.9% |
| COR Cencora Inc. | 0.58% | 73,125 | $17.8M | Reduce -2.8% |
| PHM Pultegroup Inc. | 0.57% | 146,345 | $17.7M | Add +8.5% |
| AFL Aflac Inc. | 0.57% | 203,593 | $17.5M | Reduce -2.1% |
| ATO Atmos Energy Corp. | 0.56% | 145,857 | $17.3M | Reduce -14.8% |
| IQV Iqvia Holdings Inc. | 0.56% | 68,330 | $17.3M | Reduce -0.5% |
| HWM Howmet Aerospace Inc. | 0.55% | 249,710 | $17.1M | Reduce -1.4% |
| HSY The Hershey Co. | 0.55% | 86,687 | $16.9M | Reduce -0.2% |
| MA Mastercard Inc. Class A | 0.54% | 34,881 | $16.8M | Reduce -0.8% |
| OC Owens Corning | 0.54% | 99,933 | $16.7M | Add +33.7% |
| GD General Dynamics Corp. | 0.54% | 58,758 | $16.6M | Add +17.1% |
| OKTA Okta Inc. | 0.54% | 158,479 | $16.6M | New |
| FDX FedEx Corp. | 0.54% | 57,117 | $16.5M | Reduce -0.2% |
| XPO Xpo Inc. | 0.53% | 135,012 | $16.5M | New |
| RSG Republic Services Inc. | 0.53% | 85,360 | $16.3M | Add +131.4% |
| GOOG Alphabet Inc. Class C | 0.53% | 106,804 | $16.3M | Add +6.1% |
| CSL Carlisle Cos Inc. | 0.52% | 41,297 | $16.2M | Reduce -1.6% |
| ACN Accenture PLC Class A | 0.52% | 46,656 | $16.2M | Add +43.4% |
| PKG Packaging Corp. of America | 0.51% | 83,178 | $15.8M | Reduce -1.9% |
| GSK GSK PLC-Spon ADR | 0.49% | 356,216 | $15.3M | Add +64.2% |
| UBS UBS Group AG-Reg | 0.49% | 496,382 | $15.2M | Add +74.7% |
| STLA Stellantis NV | 0.48% | 523,821 | $14.8M | Reduce -3.3% |
| LECO Lincoln Electric Holdings | 0.47% | 57,098 | $14.6M | Add +428.1% |
| PEP Pepsico Inc. | 0.47% | 82,853 | $14.5M | Add +288.7% |
| UNH Unitedhealth Group Inc. | 0.47% | 29,069 | $14.4M | Add +8.8% |
| FIX Comfort Systems USA Inc. | 0.47% | 45,171 | $14.4M | Reduce -3.9% |
| META Meta Platforms Inc. Class A | 0.46% | 29,449 | $14.3M | Add +0.7% |
| PTC PTC Inc. | 0.45% | 73,333 | $13.9M | Reduce -0.7% |
| MEDP Medpace Holdings Inc. | 0.45% | 34,185 | $13.8M | New |
| JNJ Johnson & Johnson | 0.45% | 87,193 | $13.8M | Add +0.7% |
| RIO Rio Tinto PLC-Spon ADR | 0.44% | 213,460 | $13.6M | Add +1.4% |
| VEEV Veeva Systems Inc. Class A | 0.44% | 58,038 | $13.4M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 0.43% | 88,902 | $13.4M | Add +3.8% |
| SFM Sprouts Farmers Market Inc. | 0.43% | 204,790 | $13.2M | Reduce -2.5% |
| AZO AutoZone Inc. | 0.42% | 4,132 | $13.0M | Add +2.0% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.42% | 236,061 | $12.9M | Reduce -1.6% |
| ADBE Adobe Inc. | 0.42% | 25,474 | $12.9M | Add +10.9% |
| NFLX Netflix Inc. | 0.42% | 21,131 | $12.8M | Add +11.7% |
| AME Ametek Inc. | 0.41% | 68,748 | $12.6M | Add +0.3% |
| ITT Itt Inc. | 0.38% | 86,456 | $11.8M | Reduce -0.1% |
| SPGI S&P Global Inc. | 0.38% | 27,489 | $11.7M | Add +2.3% |
| WLK Westlake Corp. | 0.37% | 75,677 | $11.6M | Reduce -2.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.37% | 27,345 | $11.4M | Add +1.6% |
| EXP Eagle Materials Inc. | 0.37% | 41,933 | $11.4M | Reduce -3.1% |
| MNST Monster Beverage Corp. | 0.37% | 191,817 | $11.4M | Reduce -1.1% |
| DHI D.R. Horton Inc. | 0.37% | 68,774 | $11.3M | New |
| PSA Public Storage | 0.37% | 38,985 | $11.3M | Reduce -23.5% |
| DKS Dick's Sporting Goods Inc. | 0.36% | 49,904 | $11.2M | Add +0.8% |
| ZTS Zoetis Inc. | 0.36% | 65,828 | $11.1M | Add +0.4% |
| T AT&T Inc. | 0.36% | 623,800 | $11.0M | Add +22.0% |
| CTRA Coterra Energy Inc. | 0.35% | 388,338 | $10.8M | Reduce -6.8% |
Portfolio Sells Q4 2023 → Q1 2024
| BKR Baker Hughes Co. | Sold out | 0.00% | −0.72 |
| YUM Yum! Brands Inc. | Sold out | 0.00% | −0.60 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.58 |
| HUM Humana Inc. | Reduce -69.5% | 0.15% | −0.55 |
| SONY Sony Group Corp. - SP ADR | Sold out | 0.00% | −0.48 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.48 |
| DE Deere & Co. | Reduce -60.2% | 0.28% | −0.48 |
| WDC Western Digital Corp. | Sold out | 0.00% | −0.46 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -33.4% | 0.80% | −0.40 |
| OLLI Ollie's Bargain Outlet Holdi | Sold out | 0.00% | −0.38 |
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.30 |
| QCOM Qualcomm Inc. | Reduce -87.3% | 0.05% | −0.29 |
| DG Dollar General Corp. | Reduce -62.2% | 0.19% | −0.29 |
| EIDO iShares MSCI Indonesia ETF | Sold out | 0.00% | −0.28 |
| DT Dynatrace Inc. | Reduce -64.2% | 0.10% | −0.26 |
| GLPI Gaming and Leisure Propertie | Reduce -77.7% | 0.06% | −0.24 |
| PNW Pinnacle West Capital | Reduce -60.9% | 0.13% | −0.23 |
| DLTR Dollar Tree Inc. | Reduce -59.9% | 0.11% | −0.22 |
| SRE Sempra | Sold out | 0.00% | −0.20 |
| PSA Public Storage | Reduce -23.5% | 0.37% | −0.19 |
| K Kellanova | Sold out | 0.00% | −0.18 |
| SO The Southern Co. | Sold out | 0.00% | −0.18 |
| EQNR Equinor ASA-Spon ADR | Sold out | 0.00% | −0.17 |
| INCY Incyte Corp. | Sold out | 0.00% | −0.16 |
| ROP Roper Technologies Inc. | Reduce -60.6% | 0.09% | −0.16 |
| NTR Nutrien Ltd. | Reduce -51.2% | 0.12% | −0.16 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -55.8% | 0.09% | −0.15 |
| ATO Atmos Energy Corp. | Reduce -14.8% | 0.56% | −0.14 |
| IWV iShares Russell 3000 ETF | Reduce -67.6% | 0.06% | −0.14 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.12 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.12 |
| PHG Koninklijke Philips NVR- NY | Sold out | 0.00% | −0.12 |
| BX Blackstone Inc. | Reduce -2.8% | 0.87% | −0.11 |
| LMT Lockheed Martin Corp. | Reduce -0.7% | 1.08% | −0.11 |
| LEN Lennar Corp. Class A | Reduce -27.8% | 0.30% | −0.10 |
| ACWI iShares MSCI Acwi ETF | Sold out | 0.00% | −0.10 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.10 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.09 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -35.0% | 0.15% | −0.09 |
| AVB Avalonbay Communities Inc. | Reduce -2.7% | 0.67% | −0.09 |
| PFF iShares Preferred & Income S | Reduce -35.5% | 0.14% | −0.09 |
| IRWD Ironwood Pharmaceuticals Inc. | Sold out | 0.00% | −0.08 |
| BYD Boyd Gaming Corp. | Sold out | 0.00% | −0.08 |
| SEDG Solaredge Technologies Inc. | Sold out | 0.00% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -13.1% | 1.52% | −0.07 |
| SNA Snap-on Inc. | Reduce -0.4% | 0.85% | −0.06 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Reduce -38.8% | 0.12% | −0.06 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -35.9% | 0.10% | −0.06 |
| ENS Enersys | Sold out | 0.00% | −0.06 |
| SCHD Schwab US DVD Equity ETF | Reduce -34.8% | 0.10% | −0.06 |
Portfolio Buys Q4 2023 → Q1 2024
| MDT Medtronic PLC | New | 0.60% | +0.60 |
| CI The Cigna Group | Add +410.2% | 0.70% | +0.57 |
| OKTA Okta Inc. | New | 0.54% | +0.54 |
| XPO Xpo Inc. | New | 0.53% | +0.53 |
| MEDP Medpace Holdings Inc. | New | 0.45% | +0.45 |
| LECO Lincoln Electric Holdings | Add +428.1% | 0.47% | +0.39 |
| MUSA Murphy USA Inc. | Add +123.1% | 0.66% | +0.38 |
| NVDA Nvidia Corp. | Add +14.5% | 0.79% | +0.37 |
| DHI D.R. Horton Inc. | New | 0.37% | +0.37 |
| PEP Pepsico Inc. | Add +288.7% | 0.47% | +0.34 |
| JPM JPMorgan Chase & Co. | Add +18.7% | 1.49% | +0.32 |
| RSG Republic Services Inc. | Add +131.4% | 0.53% | +0.31 |
| DECK Deckers Outdoor Corp. | New | 0.29% | +0.29 |
| APPF Appfolio Inc. Class A | New | 0.29% | +0.29 |
| EWY iShares MSCI South Korea ETF | New | 0.26% | +0.26 |
| ZBH Zimmer Biomet Holdings Inc. | New | 0.24% | +0.24 |
| SNPS Synopsys Inc. | Add +1440.7% | 0.25% | +0.24 |
| GSK GSK PLC-Spon ADR | Add +64.2% | 0.49% | +0.21 |
| CVS CVS Health Corp. | Add +363.4% | 0.27% | +0.21 |
| UBS UBS Group AG-Reg | Add +74.7% | 0.49% | +0.18 |
| AMGN Amgen Inc. | New | 0.18% | +0.18 |
| CNC Centene Corp. | New | 0.18% | +0.18 |
| AGCO Agco Corp. | Add +150.3% | 0.31% | +0.18 |
| AVGO Broadcom Inc. | Add +8.4% | 1.21% | +0.18 |
| SUZ Suzano SA - Spon ADR | Add +118.0% | 0.30% | +0.17 |
| OC Owens Corning | Add +33.7% | 0.54% | +0.15 |
| ACN Accenture PLC Class A | Add +43.4% | 0.52% | +0.12 |
| TTE Totalenergies SE -Spon ADR | Add +20.1% | 1.07% | +0.11 |
| STLD Steel Dynamics Inc. | Add +42.3% | 0.29% | +0.11 |
| IBM Intl Business Machines Corp. | New | 0.11% | +0.11 |
| ANET Arista Networks Inc. | Add +97.8% | 0.19% | +0.11 |
| DKS Dick's Sporting Goods Inc. | Add +0.8% | 0.36% | +0.10 |
| CB Chubb Ltd. | Add +10.6% | 0.76% | +0.10 |
| CHRD Chord Energy Corp. | Add +47.6% | 0.32% | +0.10 |
| B Barrick Gold Corp. | New | 0.10% | +0.10 |
| META Meta Platforms Inc. Class A | Add +0.7% | 0.46% | +0.10 |
| NFLX Netflix Inc. | Add +11.7% | 0.42% | +0.09 |
| SSD Simpson Manufacturing Co. Inc. | Add +94.8% | 0.19% | +0.09 |
| WNC Wabash National Corp. | New | 0.09% | +0.09 |
| MYRG MYR Group Inc./Delaware | Add +55.1% | 0.20% | +0.09 |
| CONSOL ENERGY INC | New | 0.08% | +0.08 |
| BLMN Bloomin' Brands Inc. | New | 0.08% | +0.08 |
| PHM Pultegroup Inc. | Add +8.5% | 0.57% | +0.08 |
| CAT Caterpillar Inc. | Add +0.2% | 0.65% | +0.08 |
| GD General Dynamics Corp. | Add +17.1% | 0.54% | +0.07 |
| BLDR Builders Firstsource Inc. | Add +51.2% | 0.17% | +0.07 |
| CBT Cabot Corp. | Add +54.0% | 0.18% | +0.07 |
| FIS Fidelity National Info Serv | Add +78.7% | 0.12% | +0.06 |
| FANG Diamondback Energy Inc. | Add +27.9% | 0.17% | +0.06 |
| TOL Toll Brothers Inc. | Add +64.1% | 0.12% | +0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 479 | $3.7B | AVGO, NVDA, PH, TT, LRCX |
| Q1 2026 | 474 | $3.3B | AVGO, PH, NVDA, TT, EOG |
| Q4 2025 | 485 | $3.3B | AVGO, PH, NVDA, TSM, MSFT |
| Q3 2025 | 491 | $3.3B | AVGO, SPY, PH, NVDA, MSFT |
| Q2 2025 | 469 | $3.2B | AVGO, PH, TT, MSFT, NVDA |
| Q1 2025 | 433 | $3.0B | TT, PH, AVGO, WSM, MSFT |
| Q4 2024 | 411 | $3.1B | TT, AVGO, WSM, PH, JPM |
| Q3 2024 | 402 | $3.3B | TT, LMT, PH, NVO, JPM |
| Q2 2024 | 387 | $3.0B | NVO, TT, CDNS, LMT, MSFT |
| Q1 2024 | 409 | $3.1B | NVO, TT, PH, WSM, CDNS |