Moran Wealth Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Moran Wealth Management, LLC reported 387 stock positions worth $3.0 billion. Its top holding was Novo-Nordisk A/S-Spons ADR (NVO) at 2.0% of the portfolio, followed by Trane Technologies (TT, 1.9%) and Cadence Design SYS (CDNS, 1.7%). Compared with Q1 2024, it opened 31 new positions, sold out of 53, added to 227 and reduced 128. The biggest buy was a new position in Iron Mountain (IRM) and the biggest sale Cigna (CI, shares −81%).
- Most Recent 13F
- Q2 2026
- Location
- NAPLES, FL
- CIK
- 0001965334
- Portfolio Value
- $3.0B (Q2 2024)
- SEC Filing
- 0001221073-24-000063 ↗ filed Aug 13, 2024
Holdings Value
Holdings 387 stocks · $3.0B
| NVO Novo-Nordisk A/S-Spons ADR | 2.04% | 434,831 | $62.1M | Reduce -1.2% |
| TT Trane Technologies PLC | 1.89% | 175,035 | $57.6M | Reduce -4.7% |
| CDNS Cadence Design SYS Inc. | 1.67% | 164,910 | $50.8M | Reduce -2.7% |
| LMT Lockheed Martin Corp. | 1.64% | 106,582 | $49.8M | Add +45.8% |
| MSFT Microsoft Corp. | 1.61% | 109,804 | $49.1M | Reduce -0.9% |
| PH Parker Hannifin Corp. | 1.58% | 94,983 | $48.0M | Reduce -2.0% |
| JPM JPMorgan Chase & Co. | 1.56% | 233,742 | $47.3M | Add +2.0% |
| WSM Williams-Sonoma Inc. | 1.49% | 160,761 | $45.4M | Reduce -4.8% |
| AVGO Broadcom Inc. | 1.47% | 27,814 | $44.7M | Reduce -1.1% |
| MRK Merck & Co. Inc. | 1.44% | 353,804 | $43.8M | Reduce -0.3% |
| EOG EOG Resources Inc. | 1.24% | 299,710 | $37.7M | Add +0.1% |
| TSM Taiwan Semiconductor-SP ADR | 1.13% | 198,284 | $34.5M | Reduce -1.9% |
| LIN Linde PLC | 1.09% | 75,542 | $33.1M | Reduce -2.4% |
| NVDA Nvidia Corp. | 1.08% | 265,106 | $32.8M | Reduce -1.3% |
| TTE Totalenergies SE -Spon ADR | 1.05% | 476,688 | $31.8M | Reduce -0.6% |
| PCAR Paccar Inc. | 1.00% | 295,136 | $30.4M | Add +45.4% |
| CE Celanese Corp. | 0.97% | 217,420 | $29.3M | Reduce -0.1% |
| PHM Pultegroup Inc. | 0.95% | 261,313 | $28.8M | Add +78.6% |
| NTAP Netapp Inc. | 0.92% | 218,150 | $28.1M | Reduce -2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.89% | 49,578 | $27.0M | Add +5.2% |
| BHP BHP Group Ltd.-Spon ADR | 0.86% | 457,353 | $26.1M | Add +0.8% |
| TXN Texas Instruments Inc. | 0.84% | 131,385 | $25.6M | Reduce -0.8% |
| INTU Intuit Inc. | 0.84% | 38,797 | $25.5M | Reduce -0.3% |
| BX Blackstone Inc. | 0.83% | 203,423 | $25.2M | Reduce -1.0% |
| MSI Motorola Solutions Inc. | 0.82% | 64,450 | $24.9M | Reduce -4.8% |
| IT Gartner Inc. | 0.82% | 55,224 | $24.8M | Reduce -0.1% |
| AMP Ameriprise Financial Inc. | 0.79% | 55,857 | $23.9M | Reduce -0.3% |
| SNA Snap-on Inc. | 0.78% | 90,897 | $23.8M | Add +2.9% |
| GRMN Garmin Ltd. | 0.78% | 144,963 | $23.6M | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 0.76% | 201,076 | $23.1M | Reduce -31.7% |
| AVB Avalonbay Communities Inc. | 0.76% | 111,027 | $23.0M | Add +0.1% |
| MUSA Murphy USA Inc. | 0.74% | 48,037 | $22.6M | Reduce -1.3% |
| AFL Aflac Inc. | 0.74% | 252,306 | $22.5M | Add +23.9% |
| CSCO Cisco Systems Inc. | 0.72% | 463,657 | $22.0M | Add +2.3% |
| ETN Eaton Corp. PLC | 0.72% | 69,926 | $21.9M | Reduce -3.6% |
| NOC Northrop Grumman Corp. | 0.70% | 49,140 | $21.4M | Add +1.9% |
| PLD Prologis Inc. | 0.70% | 189,535 | $21.3M | Add +0.5% |
| CB Chubb Ltd. | 0.68% | 81,310 | $20.7M | Reduce -10.1% |
| REGN Regeneron Pharmaceuticals | 0.68% | 19,644 | $20.6M | Reduce -2.2% |
| CRM Salesforce Inc. | 0.67% | 79,267 | $20.4M | Add +19.1% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.66% | 224,603 | $20.1M | New |
| GOOG Alphabet Inc. Class C | 0.66% | 109,146 | $20.0M | Add +2.2% |
| HWM Howmet Aerospace Inc. | 0.62% | 244,204 | $19.0M | Reduce -2.2% |
| PWR Quanta Services Inc. | 0.62% | 74,050 | $18.8M | Reduce -4.8% |
| MOH Molina Healthcare Inc. | 0.61% | 62,503 | $18.6M | Reduce -0.5% |
| CHE Chemed Corp. | 0.61% | 33,959 | $18.4M | Reduce -10.7% |
| CAT Caterpillar Inc. | 0.61% | 55,310 | $18.4M | Add +1.0% |
| OC Owens Corning | 0.61% | 106,013 | $18.4M | Add +6.1% |
| IR Ingersoll-Rand Inc. | 0.59% | 199,037 | $18.1M | Reduce -1.8% |
| DECK Deckers Outdoor Corp. | 0.59% | 18,489 | $17.9M | Add +94.0% |
| MDT Medtronic PLC | 0.58% | 222,638 | $17.5M | Add +4.7% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.57% | 319,714 | $17.3M | New |
| CDW CDW Corp. | 0.57% | 77,143 | $17.3M | Add +1.6% |
| ATO Atmos Energy Corp. | 0.57% | 147,940 | $17.3M | Add +1.4% |
| GD General Dynamics Corp. | 0.56% | 58,684 | $17.0M | Reduce -0.1% |
| FDX FedEx Corp. | 0.56% | 56,677 | $17.0M | Reduce -0.8% |
| RSG Republic Services Inc. | 0.56% | 87,228 | $17.0M | Add +2.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.55% | 41,023 | $16.7M | Add +216.1% |
| COR Cencora Inc. | 0.55% | 73,514 | $16.6M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 0.54% | 90,764 | $16.5M | Add +2.1% |
| RSP Invesco S&P 500 Equal Weight | 0.54% | 99,472 | $16.3M | New |
| GSK GSK PLC-Spon ADR | 0.53% | 420,782 | $16.2M | Add +18.1% |
| SFM Sprouts Farmers Market Inc. | 0.53% | 193,348 | $16.2M | Reduce -5.6% |
| HSY The Hershey Co. | 0.53% | 87,485 | $16.1M | Add +0.9% |
| CSL Carlisle Cos Inc. | 0.53% | 39,407 | $16.0M | Reduce -4.6% |
| MA Mastercard Inc. Class A | 0.51% | 34,992 | $15.4M | Add +0.3% |
| BC Brunswick Corp. | 0.50% | 209,004 | $15.2M | Add +0.6% |
| PKG Packaging Corp. of America | 0.50% | 82,916 | $15.1M | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 0.49% | 29,802 | $15.0M | Add +1.2% |
| T AT&T Inc. | 0.49% | 782,718 | $15.0M | Add +25.5% |
| UNH Unitedhealth Group Inc. | 0.49% | 29,171 | $14.9M | Add +0.3% |
| UBS UBS Group AG-Reg | 0.49% | 500,759 | $14.8M | Add +0.9% |
| RIO Rio Tinto PLC-Spon ADR | 0.46% | 213,672 | $14.1M | Add +0.1% |
| LRCX Lam Research Corp. | 0.46% | 13,216 | $14.1M | Add +2754.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.44% | 28,619 | $13.4M | Add +4.7% |
| PTC PTC Inc. | 0.44% | 73,450 | $13.3M | Add +0.2% |
| FIX Comfort Systems USA Inc. | 0.43% | 43,277 | $13.2M | Reduce -4.2% |
| ADBE Adobe Inc. | 0.43% | 23,501 | $13.1M | Reduce -7.8% |
| WAB Wabtec Corp. | 0.43% | 81,757 | $12.9M | New |
| JNJ Johnson & Johnson | 0.42% | 87,667 | $12.8M | Add +0.5% |
| SPGI S&P Global Inc. | 0.42% | 28,292 | $12.6M | Add +2.9% |
| MPWR Monolithic Power Systems Inc. | 0.41% | 15,074 | $12.4M | Reduce -1.1% |
| SNPS Synopsys Inc. | 0.40% | 20,357 | $12.1M | Add +49.1% |
| EG Everest Group Ltd. | 0.38% | 30,353 | $11.6M | Reduce -34.9% |
| AME Ametek Inc. | 0.38% | 69,176 | $11.5M | Add +0.6% |
| EVR Evercore Inc. Class A | 0.38% | 55,110 | $11.5M | New |
| DFS Discover Financial Services | 0.37% | 86,523 | $11.3M | Add +66.2% |
| ZTS Zoetis Inc. | 0.37% | 65,153 | $11.3M | Reduce -1.0% |
| WMT Walmart Inc. | 0.37% | 166,795 | $11.3M | Add +0.7% |
| PSA Public Storage | 0.37% | 38,739 | $11.1M | Reduce -0.6% |
| EXP Eagle Materials Inc. | 0.37% | 51,209 | $11.1M | Add +22.1% |
| VEEV Veeva Systems Inc. Class A | 0.37% | 60,736 | $11.1M | Add +4.7% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.37% | 235,464 | $11.1M | Reduce -0.3% |
| MLI Mueller Industries Inc. | 0.36% | 194,190 | $11.1M | Reduce -0.2% |
| ITT Itt Inc. | 0.36% | 85,470 | $11.0M | Reduce -1.1% |
| SSNC Ss&c Technologies Holdings | 0.36% | 175,242 | $11.0M | New |
| PEP Pepsico Inc. | 0.35% | 65,253 | $10.8M | Reduce -21.2% |
| WLK Westlake Corp. | 0.35% | 73,963 | $10.7M | Reduce -2.3% |
| DKS Dick's Sporting Goods Inc. | 0.34% | 48,611 | $10.4M | Reduce -2.6% |
| EFX Equifax Inc. | 0.34% | 42,680 | $10.3M | New |
Portfolio Sells Q1 2024 → Q2 2024
| CI The Cigna Group | Reduce -81.5% | 0.12% | −0.58 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.56 |
| OKTA Okta Inc. | Sold out | 0.00% | −0.54 |
| XPO Xpo Inc. | Sold out | 0.00% | −0.53 |
| MEDP Medpace Holdings Inc. | Reduce -98.3% | 0.01% | −0.44 |
| EXPD Expeditors Intl Wash Inc. | Reduce -66.3% | 0.23% | −0.43 |
| MSCI MSCI Inc. | Reduce -51.2% | 0.32% | −0.42 |
| LECO Lincoln Electric Holdings | Reduce -77.0% | 0.08% | −0.39 |
| MNST Monster Beverage Corp. | Sold out | 0.00% | −0.37 |
| NFLX Netflix Inc. | Reduce -87.8% | 0.06% | −0.36 |
| INTC Intel Corp. | Sold out | 0.00% | −0.35 |
| XOM Exxon Mobil Corp. | Reduce -31.7% | 0.76% | −0.35 |
| DRI Darden Restaurants Inc. | Sold out | 0.00% | −0.30 |
| SUZ Suzano SA - Spon ADR | Sold out | 0.00% | −0.30 |
| AZO AutoZone Inc. | Reduce -69.4% | 0.12% | −0.30 |
| DDS Dillards Inc. Class A | Sold out | 0.00% | −0.30 |
| ACN Accenture PLC Class A | Reduce -50.5% | 0.23% | −0.29 |
| DE Deere & Co. | Sold out | 0.00% | −0.28 |
| CE Celanese Corp. | Reduce -0.1% | 0.97% | −0.25 |
| WSM Williams-Sonoma Inc. | Reduce -4.8% | 1.49% | −0.24 |
| MOH Molina Healthcare Inc. | Reduce -0.5% | 0.61% | −0.22 |
| EG Everest Group Ltd. | Reduce -34.9% | 0.38% | −0.22 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.19 |
| CHE Chemed Corp. | Reduce -10.7% | 0.61% | −0.18 |
| EWW iShares MSCI Mexico ETF | Sold out | 0.00% | −0.18 |
| MASI Masimo Corp. | Sold out | 0.00% | −0.18 |
| EWJ iShares MSCI Japan ETF | Sold out | 0.00% | −0.18 |
| PH Parker Hannifin Corp. | Reduce -2.0% | 1.58% | −0.17 |
| M D C HLDGS INC | Sold out | 0.00% | −0.16 |
| HIBB Hibbett Inc. | Sold out | 0.00% | −0.16 |
| HUM Humana Inc. | Sold out | 0.00% | −0.15 |
| STLA Stellantis NV | Reduce -0.3% | 0.34% | −0.14 |
| PNW Pinnacle West Capital | Sold out | 0.00% | −0.13 |
| GMED Globus Medical Inc. Class A | Reduce -83.1% | 0.03% | −0.12 |
| PEP Pepsico Inc. | Reduce -21.2% | 0.35% | −0.12 |
| DLTR Dollar Tree Inc. | Sold out | 0.00% | −0.11 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.11 |
| MC Moelis & Co. Class A | Sold out | 0.00% | −0.11 |
| DT Dynatrace Inc. | Sold out | 0.00% | −0.10 |
| AWK American Water Works Co. Inc. | Sold out | 0.00% | −0.09 |
| NTR Nutrien Ltd. | Reduce -72.0% | 0.03% | −0.09 |
| CB Chubb Ltd. | Reduce -10.1% | 0.68% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -0.3% | 1.44% | −0.08 |
| LIN Linde PLC | Reduce -2.4% | 1.09% | −0.07 |
| ASX Ase Technology Holding -ADR | Reduce -35.8% | 0.13% | −0.06 |
| AGCO Agco Corp. | Reduce -0.2% | 0.25% | −0.06 |
| CELH Celsius Holdings Inc. | Reduce -75.7% | 0.01% | −0.06 |
| IWV iShares Russell 3000 ETF | Reduce -87.4% | 0.01% | −0.06 |
| SLB SLB Ltd. | Reduce -0.3% | 0.37% | −0.05 |
| BX Blackstone Inc. | Reduce -1.0% | 0.83% | −0.05 |
Portfolio Buys Q1 2024 → Q2 2024
| IRM Iron Mountain Inc. | New | 0.66% | +0.66 |
| HRB H&R Block Inc. | New | 0.57% | +0.57 |
| LMT Lockheed Martin Corp. | Add +45.8% | 1.64% | +0.56 |
| RSP Invesco S&P 500 Equal Weight | New | 0.54% | +0.54 |
| LRCX Lam Research Corp. | Add +2754.4% | 0.46% | +0.45 |
| WAB Wabtec Corp. | New | 0.43% | +0.43 |
| EVR Evercore Inc. Class A | New | 0.38% | +0.38 |
| PHM Pultegroup Inc. | Add +78.6% | 0.95% | +0.37 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +216.1% | 0.55% | +0.37 |
| SSNC Ss&c Technologies Holdings | New | 0.36% | +0.36 |
| EFX Equifax Inc. | New | 0.34% | +0.34 |
| DECK Deckers Outdoor Corp. | Add +94.0% | 0.59% | +0.30 |
| FICO Fair Isaac Corp. | New | 0.29% | +0.29 |
| EWP iShares MSCI Spain ETF | New | 0.25% | +0.25 |
| INDA iShares MSCI India ETF | New | 0.19% | +0.19 |
| PCAR Paccar Inc. | Add +45.4% | 1.00% | +0.18 |
| LPG Dorian LPG Ltd. | New | 0.18% | +0.18 |
| AFL Aflac Inc. | Add +23.9% | 0.74% | +0.18 |
| MS Morgan Stanley | New | 0.17% | +0.17 |
| DFS Discover Financial Services | Add +66.2% | 0.37% | +0.15 |
| LHX L3HARRIS Technologies Inc. | New | 0.15% | +0.15 |
| CME Cme Group Inc. | Add +137.6% | 0.27% | +0.15 |
| SNPS Synopsys Inc. | Add +49.1% | 0.40% | +0.15 |
| T AT&T Inc. | Add +25.5% | 0.49% | +0.14 |
| GOOG Alphabet Inc. Class C | Add +2.2% | 0.66% | +0.13 |
| HBI Hanesbrands Inc. | New | 0.12% | +0.12 |
| BKNG Booking Holdings Inc. | Add +109.8% | 0.20% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +2.1% | 0.54% | +0.11 |
| TMUS T-Mobile US Inc. | New | 0.11% | +0.11 |
| CPRT Copart Inc. | Add +132.5% | 0.19% | +0.10 |
| AMGN Amgen Inc. | Add +41.4% | 0.28% | +0.10 |
| CAL Caleres Inc. | New | 0.10% | +0.10 |
| BSX Boston Scientific Corp. | New | 0.10% | +0.10 |
| ATR Aptargroup Inc. | New | 0.10% | +0.10 |
| KMI Kinder Morgan Inc. | New | 0.10% | +0.10 |
| OBDC Blue Owl Capital Corp. | New | 0.09% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.2% | 0.89% | +0.09 |
| AVB Avalonbay Communities Inc. | Add +0.1% | 0.76% | +0.09 |
| HAL Halliburton Co. | Add +89.0% | 0.21% | +0.08 |
| CMI Cummins Inc. | Add +71.5% | 0.18% | +0.07 |
| VRTX Vertex Pharmaceuticals Inc. | Add +4.7% | 0.44% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +2.0% | 1.56% | +0.07 |
| CNC Centene Corp. | Add +59.6% | 0.24% | +0.07 |
| OC Owens Corning | Add +6.1% | 0.61% | +0.07 |
| LBRT Liberty Energy Inc. | Add +71.5% | 0.15% | +0.06 |
| AAPL Apple Inc. | Add +5.5% | 0.23% | +0.05 |
| CVS CVS Health Corp. | Add +59.6% | 0.32% | +0.05 |
| ANET Arista Networks Inc. | Add +3.2% | 0.24% | +0.05 |
| LLY Eli Lilly & Co. | Add +5.3% | 0.26% | +0.05 |
| MU Micron Technology Inc. | New | 0.05% | +0.05 |
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 |