Moran Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Moran Wealth Management, LLC reported 485 stock positions worth $3.3 billion. Its top holding was Broadcom (AVGO) at 2.2% of the portfolio, followed by Parker Hannifin (PH, 2.0%) and Nvidia (NVDA, 1.8%). Compared with Q3 2025, it opened 53 new positions, sold out of 60, added to 199 and reduced 233. The biggest buy was Zoetis (ZTS, shares +206%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- NAPLES, FL
- CIK
- 0001965334
- Portfolio Value
- $3.3B (Q4 2025)
- SEC Filing
- 0002085853-26-000091 ↗ filed Jan 26, 2026
Holdings Value
Holdings 485 stocks · $3.3B
| AVGO Broadcom Inc. | 2.18% | 205,123 | $71.0M | Reduce -10.1% |
| PH Parker Hannifin Corp. | 1.97% | 73,069 | $64.2M | Reduce -8.7% |
| NVDA Nvidia Corp. | 1.81% | 316,914 | $59.1M | Reduce -0.5% |
| TSM Taiwan Semiconductor-SP ADR | 1.46% | 156,484 | $47.6M | Reduce -10.7% |
| MSFT Microsoft Corp. | 1.44% | 96,999 | $46.9M | Reduce -9.5% |
| TT Trane Technologies PLC | 1.42% | 119,149 | $46.4M | Reduce -6.2% |
| PGR Progressive Corp. | 1.18% | 169,145 | $38.5M | Add +26.5% |
| CDNS Cadence Design SYS Inc. | 1.16% | 121,183 | $37.9M | Reduce -13.9% |
| GRMN Garmin Ltd. | 1.13% | 181,784 | $36.9M | Reduce -5.4% |
| HWM Howmet Aerospace Inc. | 1.11% | 177,308 | $36.4M | Reduce -17.3% |
| WSM Williams-Sonoma Inc. | 1.08% | 197,953 | $35.4M | Reduce -6.9% |
| AMP Ameriprise Financial Inc. | 1.01% | 67,172 | $32.9M | Reduce -3.0% |
| CAT Caterpillar Inc. | 0.98% | 55,630 | $31.9M | Reduce -6.3% |
| EOG EOG Resources Inc. | 0.93% | 290,119 | $30.5M | Add +6.3% |
| JPM JPMorgan Chase & Co. | 0.88% | 89,207 | $28.7M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.87% | 90,551 | $28.3M | Reduce -4.2% |
| APH Amphenol Corp. Class A | 0.85% | 204,745 | $27.7M | Reduce -1.8% |
| GOOG Alphabet Inc. Class C | 0.83% | 86,356 | $27.1M | Reduce -15.5% |
| FIX Comfort Systems USA Inc. | 0.81% | 28,357 | $26.5M | Add +34.0% |
| NTAP Netapp Inc. | 0.80% | 243,199 | $26.0M | Reduce -10.5% |
| PCAR Paccar Inc. | 0.80% | 237,209 | $26.0M | Reduce -3.2% |
| T AT&T Inc. | 0.78% | 1,028,474 | $25.5M | Reduce -0.1% |
| FDX FedEx Corp. | 0.78% | 88,367 | $25.5M | Reduce -4.7% |
| ZTS Zoetis Inc. | 0.78% | 202,741 | $25.5M | Add +205.7% |
| LIN Linde PLC | 0.78% | 59,752 | $25.5M | Reduce -11.8% |
| MRK Merck & Co. Inc. | 0.76% | 236,969 | $24.9M | Add +10.3% |
| ANET Arista Networks Inc. | 0.75% | 187,056 | $24.5M | Reduce -2.5% |
| PAG Penske Automotive Group Inc. | 0.72% | 148,929 | $23.6M | Reduce -2.6% |
| INTU Intuit Inc. | 0.71% | 34,793 | $23.0M | Reduce -3.0% |
| AXP American Express Co. | 0.69% | 60,924 | $22.5M | Reduce -5.0% |
| META Meta Platforms Inc. Class A | 0.69% | 34,088 | $22.5M | Add +8.7% |
| LMT Lockheed Martin Corp. | 0.69% | 46,365 | $22.4M | Reduce -3.7% |
| RSG Republic Services Inc. | 0.68% | 104,294 | $22.1M | Add +24.4% |
| V Visa Inc. Class A | 0.68% | 62,912 | $22.1M | Add +11.1% |
| COR Cencora Inc. | 0.68% | 65,260 | $22.0M | Reduce -7.1% |
| AFL Aflac Inc. | 0.67% | 198,259 | $21.9M | Reduce -2.9% |
| BX Blackstone Inc. | 0.67% | 141,211 | $21.8M | Reduce -3.0% |
| CSCO Cisco Systems Inc. | 0.65% | 274,480 | $21.1M | Reduce -6.2% |
| TXN Texas Instruments Inc. | 0.64% | 120,283 | $20.9M | Reduce -2.2% |
| SPOT Spotify Technology SA | 0.63% | 35,401 | $20.6M | Reduce -0.8% |
| PHM Pultegroup Inc. | 0.61% | 170,793 | $20.0M | Reduce -3.2% |
| ETN Eaton Corp. PLC | 0.60% | 61,381 | $19.6M | Reduce -3.5% |
| MCK McKesson Corp. | 0.59% | 23,590 | $19.4M | Add +2.4% |
| AMZN Amazon.com Inc. | 0.59% | 83,184 | $19.2M | Add +14.8% |
| SSNC Ss&c Technologies Holdings | 0.59% | 219,334 | $19.2M | Reduce -4.8% |
| PWR Quanta Services Inc. | 0.57% | 43,685 | $18.4M | Reduce -8.5% |
| WMT Walmart Inc. | 0.56% | 163,320 | $18.2M | Add +1.6% |
| DGX Quest Diagnostics Inc. | 0.55% | 104,064 | $18.1M | Reduce -1.0% |
| PG The Procter & Gamble Co. | 0.55% | 125,555 | $18.0M | Reduce -3.3% |
| CME Cme Group Inc. | 0.54% | 64,707 | $17.7M | Reduce -12.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.54% | 35,075 | $17.6M | Reduce -1.1% |
| ROL Rollins Inc. | 0.54% | 292,075 | $17.5M | Reduce -3.0% |
| CMG Chipotle Mexican Grill Inc. | 0.53% | 470,214 | $17.4M | Add +56.0% |
| BSX Boston Scientific Corp. | 0.53% | 182,334 | $17.4M | Reduce -3.1% |
| SF Stifel Financial Corp. | 0.53% | 136,894 | $17.1M | Add +2.6% |
| MA Mastercard Inc. Class A | 0.52% | 29,677 | $16.9M | Reduce -2.4% |
| AMAT Applied Materials Inc. | 0.50% | 63,721 | $16.4M | Reduce -10.1% |
| JNJ Johnson & Johnson | 0.50% | 78,743 | $16.3M | Reduce -5.0% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.50% | 195,140 | $16.2M | Reduce -3.8% |
| KR Kroger Co. | 0.49% | 257,316 | $16.1M | Reduce -3.6% |
| MSI Motorola Solutions Inc. | 0.49% | 41,497 | $15.9M | Reduce -21.6% |
| LRCX Lam Research Corp. | 0.48% | 91,119 | $15.6M | Add +6.3% |
| LOW Lowe's Cos Inc. | 0.48% | 64,557 | $15.6M | Reduce -0.9% |
| CL Colgate-Palmolive Co. | 0.47% | 192,436 | $15.2M | Reduce -1.8% |
| WAB Wabtec Corp. | 0.46% | 70,695 | $15.1M | Reduce -4.2% |
| IR Ingersoll-Rand Inc. | 0.46% | 189,735 | $15.0M | Add +0.6% |
| SBAC SBA Communications Corp. | 0.45% | 76,286 | $14.8M | Add +157.6% |
| KLAC KLA Corp. | 0.45% | 12,029 | $14.6M | Reduce -7.1% |
| MDT Medtronic PLC | 0.45% | 151,442 | $14.5M | Reduce -2.1% |
| EME Emcor Group Inc. | 0.44% | 23,521 | $14.4M | Reduce -6.7% |
| MPWR Monolithic Power Systems Inc. | 0.44% | 15,863 | $14.4M | Add +2.0% |
| CVX Chevron Corp. | 0.44% | 94,184 | $14.4M | Reduce -2.2% |
| MTZ Mastec Inc. | 0.43% | 64,846 | $14.1M | Reduce -12.9% |
| MNST Monster Beverage Corp. | 0.42% | 179,187 | $13.7M | Reduce -4.0% |
| SPGI S&P Global Inc. | 0.42% | 26,162 | $13.7M | Add +0.3% |
| AAPL Apple Inc. | 0.40% | 47,746 | $13.0M | Add +16.6% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.40% | 125,886 | $12.9M | Reduce -2.6% |
| DXCM Dexcom Inc. | 0.39% | 194,005 | $12.9M | Add +26.5% |
| NFLX Netflix Inc. | 0.39% | 136,640 | $12.8M | Add +3.5% |
| PEP Pepsico Inc. | 0.39% | 87,972 | $12.6M | Reduce -0.9% |
| HD Home Depot Inc. | 0.39% | 36,670 | $12.6M | Add +48.2% |
| SYY Sysco Corp. | 0.38% | 166,494 | $12.3M | Reduce -6.0% |
| PANW Palo Alto Networks Inc. | 0.37% | 66,062 | $12.2M | Add +1.2% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.37% | 172,670 | $12.1M | Add +27.4% |
| CI The Cigna Group | 0.37% | 43,567 | $12.0M | Add +187.5% |
| CTAS Cintas Corp. | 0.36% | 62,434 | $11.7M | Reduce -2.4% |
| PKG Packaging Corp. of America | 0.35% | 55,625 | $11.5M | Reduce -4.2% |
| ITT Itt Inc. | 0.35% | 65,968 | $11.4M | Reduce -6.1% |
| LLY Eli Lilly & Co. | 0.35% | 10,613 | $11.4M | Add +3.5% |
| ADSK Autodesk Inc. | 0.35% | 38,480 | $11.4M | Add +2.4% |
| ELV Elevance Health Inc. | 0.35% | 32,302 | $11.3M | Add +154.8% |
| GIS General Mills Inc. | 0.34% | 237,286 | $11.0M | New |
| RMD Resmed Inc. | 0.34% | 45,691 | $11.0M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 0.33% | 12,624 | $10.9M | Add +4.4% |
| TOL Toll Brothers Inc. | 0.33% | 79,496 | $10.7M | Add +7.3% |
| CELH Celsius Holdings Inc. | 0.33% | 234,782 | $10.7M | Add +8.7% |
| UHS Universal Health Services-B | 0.33% | 48,908 | $10.7M | Add +45.2% |
| FLEX Flex Ltd. | 0.32% | 174,771 | $10.6M | Reduce -6.0% |
| SFM Sprouts Farmers Market Inc. | 0.31% | 128,921 | $10.3M | Reduce -4.7% |
| BLK BlackRock Inc. | 0.31% | 9,592 | $10.3M | Reduce -1.6% |
Portfolio Sells Q3 2025 → Q4 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -88.7% | 0.23% | −1.70 |
| NOBL Proshares S&P 500 Dividend A | Sold out | 0.00% | −0.87 |
| IWS iShares Russell Mid-Cap Valu | Reduce -98.8% | 0.01% | −0.71 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.52 |
| RSP Invesco S&P 500 Equal Weight | Reduce -94.3% | 0.03% | −0.44 |
| IWD iShares Russell 1000 Value E | Reduce -87.5% | 0.05% | −0.35 |
| CDNS Cadence Design SYS Inc. | Reduce -13.9% | 1.16% | −0.33 |
| EWS iShares MSCI Singapore ETF | Sold out | 0.00% | −0.31 |
| ABT Abbott Laboratories | Reduce -97.7% | 0.01% | −0.30 |
| GRMN Garmin Ltd. | Reduce -5.4% | 1.13% | −0.30 |
| UAE iShares MSCI Uae ETF | Sold out | 0.00% | −0.28 |
| MSI Motorola Solutions Inc. | Reduce -21.6% | 0.49% | −0.24 |
| MSFT Microsoft Corp. | Reduce -9.5% | 1.44% | −0.24 |
| TT Trane Technologies PLC | Reduce -6.2% | 1.42% | −0.19 |
| LIN Linde PLC | Reduce -11.8% | 0.78% | −0.19 |
| NTAP Netapp Inc. | Reduce -10.5% | 0.80% | −0.17 |
| WSM Williams-Sonoma Inc. | Reduce -6.9% | 1.08% | −0.17 |
| TTE Totalenergies SE -Spon ADR | Sold out | 0.00% | −0.15 |
| HWM Howmet Aerospace Inc. | Reduce -17.3% | 1.11% | −0.15 |
| ARGT Global X MSCI Argentina ETF | Sold out | 0.00% | −0.15 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.14 |
| DOCS Doximity Inc. Class A | Sold out | 0.00% | −0.13 |
| SFM Sprouts Farmers Market Inc. | Reduce -4.7% | 0.31% | −0.13 |
| IRM Iron Mountain Inc. | Reduce -3.8% | 0.50% | −0.13 |
| MOH Molina Healthcare Inc. | Sold out | 0.00% | −0.12 |
| ORCL Oracle Corp. | Reduce -86.4% | 0.01% | −0.12 |
| SPOT Spotify Technology SA | Reduce -0.8% | 0.63% | −0.12 |
| ETN Eaton Corp. PLC | Reduce -3.5% | 0.60% | −0.12 |
| DRI Darden Restaurants Inc. | Sold out | 0.00% | −0.10 |
| YEAR AB Ultra Short Income ETF | Sold out | 0.00% | −0.10 |
| ON On Semiconductor | Sold out | 0.00% | −0.10 |
| GDDY GoDaddy Inc. Class A | Sold out | 0.00% | −0.09 |
| T AT&T Inc. | Reduce -0.1% | 0.78% | −0.09 |
| AVGO Broadcom Inc. | Reduce -10.1% | 2.18% | −0.09 |
| ANET Arista Networks Inc. | Reduce -2.5% | 0.75% | −0.09 |
| PHM Pultegroup Inc. | Reduce -3.2% | 0.61% | −0.09 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.09 |
| EWI iShares MSCI Italy ETF | Reduce -28.9% | 0.26% | −0.08 |
| BX Blackstone Inc. | Reduce -3.0% | 0.67% | −0.08 |
| VNQ Vanguard Real Estate ETF | Reduce -45.3% | 0.10% | −0.08 |
| PAG Penske Automotive Group Inc. | Reduce -2.6% | 0.72% | −0.08 |
| OMC Omnicom Group | Sold out | 0.00% | −0.08 |
| INFY Infosys Ltd.-SP ADR | Sold out | 0.00% | −0.07 |
| AMCR Amcor PLC | Sold out | 0.00% | −0.07 |
| SYY Sysco Corp. | Reduce -6.0% | 0.38% | −0.06 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.06 |
| AVT Avnet Inc. | Sold out | 0.00% | −0.06 |
| PYPL PayPal Holdings Inc. | Reduce -9.1% | 0.24% | −0.06 |
| CME Cme Group Inc. | Reduce -12.1% | 0.54% | −0.06 |
| EME Emcor Group Inc. | Reduce -6.7% | 0.44% | −0.05 |
Portfolio Buys Q3 2025 → Q4 2025
| ZTS Zoetis Inc. | Add +205.7% | 0.78% | +0.49 |
| GIS General Mills Inc. | New | 0.34% | +0.34 |
| EWZ iShares MSCI Brazil ETF | New | 0.31% | +0.31 |
| FIX Comfort Systems USA Inc. | Add +34.0% | 0.81% | +0.28 |
| SBAC SBA Communications Corp. | Add +157.6% | 0.45% | +0.28 |
| FTNT Fortinet Inc. | New | 0.27% | +0.27 |
| ACWI iShares MSCI Acwi ETF | Add +561.1% | 0.30% | +0.26 |
| CCL Carnival Corp. | Add +2940.9% | 0.26% | +0.25 |
| CTSH Cognizant Tech Solutions-A | Add +2327.2% | 0.25% | +0.24 |
| TW Tradeweb Markets Inc. Class A | New | 0.24% | +0.24 |
| CI The Cigna Group | Add +187.5% | 0.37% | +0.24 |
| EWP iShares MSCI Spain ETF | New | 0.23% | +0.23 |
| BRO Brown & Brown Inc. | New | 0.23% | +0.23 |
| ELV Elevance Health Inc. | Add +154.8% | 0.35% | +0.22 |
| IWV iShares Russell 3000 ETF | New | 0.22% | +0.22 |
| MRK Merck & Co. Inc. | Add +10.3% | 0.76% | +0.22 |
| HLNE Hamilton Lane Inc. Class A | New | 0.19% | +0.19 |
| PGR Progressive Corp. | Add +26.5% | 1.18% | +0.19 |
| CMG Chipotle Mexican Grill Inc. | Add +56.0% | 0.53% | +0.18 |
| EWK iShares MSCI Belgium ETF | Add +388.1% | 0.22% | +0.17 |
| TTD Trade Desk Inc./the Class A | New | 0.17% | +0.17 |
| PODD Insulet Corp. | New | 0.16% | +0.16 |
| FDS Factset Research Systems Inc. | New | 0.14% | +0.14 |
| LRCX Lam Research Corp. | Add +6.3% | 0.48% | +0.13 |
| LULU Lululemon Athletica Inc. | Add +139.6% | 0.20% | +0.13 |
| JKHY Jack Henry & Associates Inc. | Add +573.2% | 0.14% | +0.13 |
| UHS Universal Health Services-B | Add +45.2% | 0.33% | +0.12 |
| LLY Eli Lilly & Co. | Add +3.5% | 0.35% | +0.11 |
| ACM Aecom | New | 0.11% | +0.11 |
| CPAY Corpay Inc. | Add +116.0% | 0.20% | +0.11 |
| AMZN Amazon.com Inc. | Add +14.8% | 0.59% | +0.11 |
| IT Gartner Inc. | New | 0.11% | +0.11 |
| BROS Dutch Bros Inc. Class A | New | 0.10% | +0.10 |
| PRI Primerica Inc. | Add +168.6% | 0.16% | +0.10 |
| RSG Republic Services Inc. | Add +24.4% | 0.68% | +0.10 |
| LKQ LKQ Corp. | Add +156.6% | 0.16% | +0.10 |
| V Visa Inc. Class A | Add +11.1% | 0.68% | +0.09 |
| TM Toyota Motor Corp. -Spon ADR | Add +60.2% | 0.20% | +0.09 |
| PPC Pilgrim's Pride Corp. | Add +97.5% | 0.19% | +0.09 |
| BFH Bread Financial Holdings Inc. | New | 0.09% | +0.09 |
| HD Home Depot Inc. | Add +48.2% | 0.39% | +0.08 |
| DXCM Dexcom Inc. | Add +26.5% | 0.39% | +0.08 |
| AAPL Apple Inc. | Add +16.6% | 0.40% | +0.08 |
| DUSB Dimension Ultrashort Fi ETF | Add +41.5% | 0.27% | +0.08 |
| SE Sea Ltd.-ADR | Add +338.5% | 0.12% | +0.08 |
| AA Alcoa Corp. | New | 0.08% | +0.08 |
| FANG Diamondback Energy Inc. | Add +46.5% | 0.22% | +0.08 |
| PLMR Palomar Holdings Inc. | New | 0.08% | +0.08 |
| EQIX Equinix Inc. | Add +1048.0% | 0.08% | +0.07 |
| SF Stifel Financial Corp. | Add +2.6% | 0.53% | +0.07 |
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 |